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 FTK
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $669,110 | 39,429 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $679,361 | 39,429 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $262,493 | 17,979 | Shares | Sole | 2025-10-29 | |
| No 13F history on record for this holder in this stock. | ||||||