StockDriftsStockDriftsTop 50 TFR Capital, LLC. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 5.96% | 111.4K | $19.4M | +5.13%(+5.43K) | $130.57(+72.96%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.63% | 59.4K | $15.1M | +6.32%(+3.53K) | $234.58(+27.41%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.57% | 40.2K | $14.9M | +9.97%(+3.65K) | $424.96(-4.65%) | 2026-03-31 | |
| RWL | INVESCO EXCH TRADED FD TR II | 3.19% | 90.4K | $10.4M | +0.62%(+560) | $98.59(+26.86%) | 2026-03-31 | |
| APLD | APPLIED DIGITAL CORP | 2.91% | 373.0K | $9.5M | +425.25%(+301.95K) | $24.05(+89.08%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.8% | 43.9K | $9.1M | +7.97%(+3.24K) | $205.25(+31.61%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.75% | 31.2K | $9.0M | +1.78%(+545) | $180.76(+120.76%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.31% | 24.4K | $7.5M | +3.78%(+888) | $214.07(+94.70%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.23% | 25.2K | $7.3M | +19.49%(+4.12K) | $198.02(+103.33%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.17% | 10.8K | $7.1M | -1.65%(-182) | $586.49(+27.15%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.80% | +28.80% |
| Top 20 Holdings Unweighted | +11.15% | +37.33% |
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