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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 19 of 20  ·  385 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 PRU PRUDENTIAL FINL INC Financial Services 1,993.0 $225K 0.02% NEW $112.88 -10.1%
362 ED CONSOLIDATED EDISON INC Utilities 2,262.0 $225K 0.02% NEW $99.32 +8.7%
363 DAL DELTA AIR LINES INC DEL Industrials 3,198.0 $222K 0.02% NEW $69.40 +17.9%
364 IJS ISHARES TR 1,950.0 $222K 0.02% NEW $113.72 +15.6%
365 O REALTY INCOME CORP Real Estate 3,933.0 $222K 0.02% NEW $56.37 +10.3%
366 TEL TE CONNECTIVITY PLC Technology 972.0 $221K 0.02% NEW $227.51 -8.2%
367 NDAQ NASDAQ INC Financial Services 2,268.0 $220K 0.02% NEW $97.13 -6.8%
368 STT STATE STR CORP Financial Services 1,699.0 $219K 0.02% NEW $129.01 +22.4%
369 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 2,476.0 $218K 0.02% NEW $88.21 +18.5%
370 B BARRICK MNG CORP Basic Materials 5,000.0 $218K 0.02% NEW $43.55 -5.3%
371 DOW DOW INC Basic Materials 9,240.0 $216K 0.02% NEW $23.38 +47.5%
372 CBRE CBRE GROUP INC Real Estate 1,341.0 $216K 0.02% NEW $160.79 -19.1%
373 TGT TARGET CORP Consumer Defensive 2,205.0 $216K 0.02% NEW $97.75 +31.3%
374 KVUE KENVUE INC Consumer Defensive 12,322.0 $213K 0.02% NEW $17.25 +2.6%
375 IT GARTNER INC Technology 842.0 $212K 0.02% NEW $252.28 -36.6%
376 GLW CORNING INC Technology 2,421.0 $212K 0.02% NEW $87.56 +118.1%
377 FLAGSTAR BANK NATIONAL ASSOC 16,807.0 $212K 0.02% NEW $12.59
378 WEC WEC ENERGY GROUP INC Utilities 1,997.0 $211K 0.02% NEW $105.46 +7.1%
379 NTAP NETAPP INC Technology 1,958.0 $210K 0.02% NEW $107.09 +33.3%
380 NRG NRG ENERGY INC Utilities 1,296.0 $206K 0.02% NEW $159.24 -13.3%
Page 19 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%