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Portfolio (Quarterly) Guide ↗

Turtle Creek Wealth Advisors, LLC

· CIK 0002007171
13F Portfolio $1.3B AUM 480 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 129 New 232 Added 81 Reduced 34 Exited
Page 18 of 24  ·  480 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 DG DOLLAR GEN CORP Consumer Defensive 2,249.0 $267K 0.02% -2K -44.7% $118.74 +1.3%
342 ALLE ALLEGION PLC Industrials 1,831.0 $266K 0.02% +134.0 +7.9% $145.29 -3.7%
343 NLR VANECK ETF TRUST 1,967.0 $262K 0.02% NEW $133.19 -16.4%
344 CTVA CORTEVA INC Basic Materials 3,083.0 $258K 0.02% NEW $83.71 +5.8%
345 AON AON PLC Financial Services 799.0 $258K 0.02% -735.0 -47.9% $322.78 +9.2%
346 XLI SELECT SECTOR SPDR TR 1,594.0 $258K 0.02% -7K -80.6% $161.73 +10.6%
347 SYY SYSCO CORP Consumer Defensive 3,574.0 $255K 0.02% +189.0 +5.6% $71.33 +15.1%
348 EQT EQT CORP Energy 3,994.0 $254K 0.02% NEW $63.64 -15.1%
349 IXC ISHARES TR 4,412.0 $254K 0.02% NEW $57.61 -4.5%
350 AZO AUTOZONE INC Consumer Cyclical 75.0 $253K 0.02% +6.0 +8.7% $3377.79 -12.0%
351 VCR VANGUARD WORLD FD 704.0 $253K 0.02% +109.0 +18.3% $359.03 +7.7%
352 JAAA JANUS DETROIT STR TR 5,014.0 $253K 0.02% NEW $50.37 +0.5%
353 SRLN SSGA ACTIVE ETF TR 6,280.0 $252K 0.02% NEW $40.14 +0.6%
354 VST VISTRA CORP Utilities 1,672.0 $251K 0.02% NEW $150.33 +8.0%
355 EXC EXELON CORP Utilities 5,115.0 $251K 0.02% NEW $49.02 -4.7%
356 BIL SPDR SERIES TRUST 2,731.0 $250K 0.02% $91.64 -0.1%
357 WBD WARNER BROS DISCOVERY INC Communication Services 9,098.0 $250K 0.02% NEW $27.46 -5.9%
358 ROK ROCKWELL AUTOMATION INC Industrials 688.0 $247K 0.02% -5.0 -0.7% $358.88 +27.7%
359 ANGLOGOLD ASHANTI PLC 2,529.0 $246K 0.02% -2K -49.7% $97.36
360 XLC SELECT SECTOR SPDR TR 2,210.0 $245K 0.02% +200.0 +9.9% $110.86 -1.5%
Page 18 of 24  ·  480 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 29.5%
Financial Services 14.3%
Energy 12.4%
Industrials 9.1%
Consumer Cyclical 8.9%
Healthcare 8.5%
Communication Services 7.0%
Consumer Defensive 6.1%
Basic Materials 1.9%
Utilities 1.3%