Turtle Creek Wealth Advisors, LLC
Top Portfolio Positions
338 positions ·
$1,017,187,055 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
217,546 | $55,210,999 | 5.43% | |
| NVDA |
Nvidia Corp
Technology
|
291,449 | $50,828,705 | 5.00% | |
| MSFT |
Microsoft Corp
Technology
|
106,226 | $39,321,678 | 3.87% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
91,384 | $26,278,383 | 2.58% | |
| CAT |
Caterpillar Inc
Industrials
|
33,847 | $23,979,245 | 2.36% | |
| LLY |
ELI LILLY & Co
Healthcare
|
25,592 | $23,538,753 | 2.31% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
112,406 | $23,410,797 | 2.30% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
72,338 | $21,278,946 | 2.09% | |
| AVGO |
Broadcom Inc.
Technology
|
65,692 | $20,332,330 | 2.00% | |
| LRCX |
Lam Research Corp
Technology
|
94,976 | $20,292,572 | 1.99% |
Portfolio Trend
10 quarters · across all stocks
Holdings in CLOV
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $387,200 | 220,000 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $399,500 | 170,000 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $520,200 | 170,000 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $474,300 | 170,000 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $610,300 | 170,000 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $535,500 | 170,000 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $479,400 | 170,000 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $209,100 | 170,000 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $134,980 | 170,000 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $161,840 | 170,000 | Shares | Sole | 2024-01-26 | |
| No 13F history on record for this holder in this stock. | ||||||