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Portfolio (Quarterly) Guide ↗

Turtle Creek Wealth Advisors, LLC

· CIK 0002007171
13F Portfolio $1.3B AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 385 New
Page 6 of 20  ·  385 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DE DEERE & CO Industrials 4,270.0 $2.0M 0.16% NEW $465.57 +15.8%
102 AMD ADVANCED MICRO DEVICES INC Technology 9,236.0 $2.0M 0.16% NEW $214.16 +142.8%
103 MU MICRON TECHNOLOGY INC Technology 6,870.0 $2.0M 0.15% NEW $285.41 +231.6%
104 GBIL GOLDMAN SACHS ETF TR 18,422.0 $1.8M 0.14% NEW $99.94 +0.2%
105 VOOG VANGUARD ADMIRAL FDS INC 4,093.0 $1.8M 0.14% NEW $444.59 -81.2%
106 CSCO CISCO SYS INC Technology 23,592.0 $1.8M 0.14% NEW $77.03 +54.8%
107 WFC WELLS FARGO CO NEW Financial Services 18,639.0 $1.7M 0.14% NEW $93.20 -18.4%
108 CRM SALESFORCE INC Technology 6,545.0 $1.7M 0.14% NEW $264.90 -32.3%
109 COP CONOCOPHILLIPS Energy 18,449.0 $1.7M 0.14% NEW $93.61 +22.7%
110 IWD ISHARES TR 8,195.0 $1.7M 0.14% NEW $210.34 +13.5%
111 GS GOLDMAN SACHS GROUP INC Financial Services 1,913.0 $1.7M 0.13% NEW $879.00 +14.5%
112 OKE ONEOK INC NEW Energy 22,836.0 $1.7M 0.13% NEW $73.50 +19.8%
113 IVE ISHARES TR 7,799.0 $1.7M 0.13% NEW $212.07 +7.7%
114 C CITIGROUP INC Financial Services 13,727.0 $1.6M 0.13% NEW $116.69 +6.3%
115 ADP AUTOMATIC DATA PROCESSING IN Industrials 6,184.0 $1.6M 0.12% NEW $257.23 -14.7%
116 BKNG BOOKING HOLDINGS INC Consumer Cyclical 295.0 $1.6M 0.12% NEW $5355.33 -96.8%
117 AXP AMERICAN EXPRESS CO Financial Services 4,238.0 $1.6M 0.12% NEW $369.97 -15.4%
118 ACN ACCENTURE PLC IRELAND Technology 5,643.0 $1.5M 0.12% NEW $268.30 -33.4%
119 NEE NEXTERA ENERGY INC Utilities 18,607.0 $1.5M 0.12% NEW $80.28 +9.6%
120 DIS DISNEY WALT CO Communication Services 13,070.0 $1.5M 0.12% NEW $113.77 -8.6%
Page 6 of 20  ·  385 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.6%
Financial Services 16.6%
Energy 10.0%
Consumer Cyclical 9.3%
Healthcare 9.0%
Industrials 7.9%
Communication Services 7.5%
Consumer Defensive 5.2%
Basic Materials 1.7%
Utilities 1.1%