Turtle Creek Wealth Advisors, LLC Q2 2025 Filing

Filed July 28, 2025

Portfolio Value

$847.5B

Holdings

269

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (269 positions)

#StockSharesValue% PortfolioType
201
8CWCROWN CASTLE INC
3,425$351.9M0.04%
202
VRTXVERTEX PHARMACEUTICALS INC
777$345.9M0.04%
203
CITCINTAS CORP
1,551$345.7M0.04%
204
PANWPALO ALTO NETWORKS INC
1,686$345.0M0.04%
205
LLOEWS CORP
3,762$344.8M0.04%
206
CYHCOMMUNITY HEALTH SYS INC NEW
100,000$340.0M0.04%
207
LBLANDBRIDGE COMPANY LLC
5,000$337.9M0.04%
208
CLCOLGATE PALMOLIVE CO
3,704$336.7M0.04%
209
RSPINVESCO EXCHANGE TRADED FD T
1,842$334.8M0.04%
210
ANETARISTA NETWORKS INC
3,252$332.7M0.04%
211
DHRDANAHER CORPORATION
1,658$327.5M0.04%
212
VRSKVERISK ANALYTICS INC
1,028$320.2M0.04%
213
LOWLOWES COS INC
1,429$317.1M0.04%
214
BBJPJ P MORGAN EXCHANGE TRADED F
5,012$309.6M0.04%
215
ORLYOREILLY AUTOMOTIVE INC
3,362$303.0M0.04%
216
MUMICRON TECHNOLOGY INC
2,434$300.0M0.04%
217
ITWILLINOIS TOOL WKS INC
1,209$298.9M0.04%
218
T7DTRANSDIGM GROUP INC
194$295.0M0.03%
219
MDTMEDTRONIC PLC
3,377$294.4M0.03%
220
VICIVICI PPTYS INC
9,011$293.8M0.03%
221
NDQINVESCO QQQ TR
530$292.4M0.03%
222
VMBSVANGUARD SCOTTSDALE FDS
6,120$283.6M0.03%
223
UPSUNITED PARCEL SERVICE INC
2,720$274.6M0.03%
224
WMWASTE MGMT INC DEL
1,197$273.9M0.03%
225
CDNSCADENCE DESIGN SYSTEM INC
884$272.4M0.03%
226
TMUST-MOBILE US INC
1,142$272.1M0.03%
227
VTIVANGUARD INDEX FDS
885$269.0M0.03%
228
OGEOGE ENERGY CORP
6,000$266.3M0.03%
229
BKBANK NEW YORK MELLON CORP
2,873$261.8M0.03%
230
DARDARLING INGREDIENTS INC
6,879$261.0M0.03%
231
MDLZMONDELEZ INTL INC
3,869$260.9M0.03%
232
MOALTRIA GROUP INC
4,445$260.6M0.03%
233
FQIDIGITAL RLTY TR INC
1,489$259.6M0.03%
234
PWRQUANTA SVCS INC
675$255.2M0.03%
235
FNDFSCHWAB STRATEGIC TR
6,354$254.3M0.03%
236
LBTYALIBERTY GLOBAL LTD
25,357$253.8M0.03%
237
HLTHILTON WORLDWIDE HLDGS INC
934$248.8M0.03%
238
GDGENERAL DYNAMICS CORP
836$243.8M0.03%
239
ADSKAUTODESK INC
786$243.3M0.03%
240
APOAPOLLO GLOBAL MGMT INC
1,709$242.5M0.03%
241
DGXQUEST DIAGNOSTICS INC
1,348$242.1M0.03%
242
RCLROYAL CARIBBEAN GROUP
770$241.1M0.03%
243
SUXTD SYNNEX CORPORATION
1,775$240.9M0.03%
244
INVHINVITATION HOMES INC
7,259$238.1M0.03%
245
MAINMAIN STR CAP CORP
4,000$236.4M0.03%
246
XLISELECT SECTOR SPDR TR
1,594$235.1M0.03%
247
ABGCENCORA INC
776$232.7M0.03%
248
KEYSKEYSIGHT TECHNOLOGIES INC
1,404$230.1M0.03%
249
XLVSELECT SECTOR SPDR TR
1,695$228.5M0.03%
250
DELLDELL TECHNOLOGIES INC
1,842$225.8M0.03%
251
WELLWELLTOWER INC
1,452$223.2M0.03%
252
HCAHCA HEALTHCARE INC
578$221.4M0.03%
253
EXREXTRA SPACE STORAGE INC
1,480$218.2M0.03%
254
SPGSIMON PPTY GROUP INC NEW
1,352$217.3M0.03%
255
EWEDWARDS LIFESCIENCES CORP
2,764$216.2M0.03%
256
VCRVANGUARD WORLD FD
595$215.6M0.03%
257
DASHDOORDASH INC
863$212.7M0.03%
258
URIUNITED RENTALS INC
280$211.0M0.02%
259
AHRAMERICAN HEALTHCARE REIT INC
5,735$210.7M0.02%
260
MCOMOODYS CORP
416$208.7M0.02%
261
AEPAMERICAN ELEC PWR CO INC
1,974$204.8M0.02%
262
ROKROCKWELL AUTOMATION INC
611$203.0M0.02%
263
VENVENTAS INC
3,190$201.4M0.02%
264
HRHEALTHCARE RLTY TR
11,609$184.1M0.02%
265
FFORD MTR CO
16,818$182.5M0.02%
266
QC10FLAGSTAR FINANCIAL INC
16,781$177.9M0.02%
267
KRPKIMBELL RTY PARTNERS LP
10,975$153.2M0.02%
268
ETVEATON VANCE TAX-MANAGED BUY-
10,270$142.4M0.02%
269
EPSNEPSILON ENERGY LTD
15,500$114.4M0.01%
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