Nfc Investments, LLC Top Holdings and 13F Report (2025) About Nfc Investments, LLCInvestment ActivityNfc Investments, LLC has $336.37 thousand in total holdings as of March 31, 2025.Nfc Investments, LLC owns shares of 36 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 3.37% of the portfolio was purchased this quarter.About 9.44% of the portfolio was sold this quarter.This quarter, Nfc Investments, LLC has purchased 37 new stocks and bought additional shares in 6 stocks.Nfc Investments, LLC sold shares of 18 stocks and completely divested from 2 stocks this quarter.Largest Holdings MGIC Investment $46,016Apollo Global Management $40,760Westrock Coffee $29,223Progressive $23,944AutoZone $22,675 Largest New Holdings this Quarter 601137102 - MILLROSE PPTYS INC $1,642 Holding Largest Purchases this Quarter Range Resources 115,486 shares (about $4.61K)Energy Transfer 117,000 shares (about $2.17K)Fidelis Insurance 117,500 shares (about $1.90K)MILLROSE PPTYS INC 61,937 shares (about $1.64K)Kinder Morgan 33,566 shares (about $957.63) Largest Sales this Quarter Apollo Global Management 10,751 shares (about $1.47K)Darling Ingredients 32,451 shares (about $1.01K)AutoZone 256 shares (about $976.09)MGIC Investment 38,206 shares (about $946.74)Progressive 3,125 shares (about $884.37) Sector Allocation Over TimeMap of 500 Largest Holdings ofNfc Investments, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMTGMGIC Investment$46,016$947 ▼-2.0%1,856,99213.7%FinanceAPOApollo Global Management$40,760$1,472 ▼-3.5%297,65212.1%FinanceWESTWestrock Coffee$29,2230.0%4,047,5628.7%Consumer StaplesPGRProgressive$23,944$884 ▼-3.6%84,6087.1%FinanceAZOAutoZone$22,675$976 ▼-4.1%5,9476.7%Retail/WholesaleGOOGAlphabet$17,754$662 ▼-3.6%113,6435.3%Computer and TechnologyDARDarling Ingredients$13,857$1,014 ▼-6.8%443,5754.1%Consumer StaplesLEN.BLennar$12,792$380 ▼-2.9%117,2853.8%ConstructionSTWDStarwood Property Trust$12,241$379 ▼-3.0%619,1603.6%FinanceAXPAmerican Express$11,082$305 ▼-2.7%41,1903.3%FinanceEGEverest Group$10,589$460 ▼-4.2%29,1453.1%FinanceRRCRange Resources$10,581$4,611 ▲77.2%264,9933.1%EnergyFHNFirst Horizon$9,232$404 ▼-4.2%475,3752.7%FinanceAIGAmerican International Group$8,755$212 ▼-2.4%100,7002.6%FinanceETEnergy Transfer$7,919$2,175 ▲37.9%426,0002.4%EnergyTFINTriumph Financial$7,471$356 ▼-4.5%129,2502.2%FinanceORIOld Republic International$7,366$212 ▼-2.8%187,8002.2%FinanceSTRSitio Royalties$7,221$638 ▼-8.1%363,4392.1%EnergyKMIKinder Morgan$6,166$958 ▲18.4%216,1251.8%EnergyFIHLFidelis Insurance$4,860$1,904 ▲64.4%300,0001.4%FinanceHIGThe Hartford Financial Services Group$4,3310.0%35,0001.3%FinanceEQHEquitable$3,9070.0%75,0001.2%FinanceTRAVELERS GROUP INC$3,4380.0%13,0001.0%COMESNTEssent Group$3,314$42 ▲1.3%57,4131.0%FinanceRWTRedwood Trust$2,617$385 ▼-12.8%431,1000.8%FinanceARLPAlliance Resource Partners$1,920$16 ▲0.9%70,4000.6%EnergyMILLROSE PPTYS INC$1,642$1,642 ▲New Holding61,9370.5%COMKOCoca-Cola$9360.0%13,0640.3%Consumer StaplesNMIHNMI$8730.0%24,2100.3%FinanceMSFTMicrosoft$5630.0%1,5000.2%Computer and TechnologyTIPTTiptree$500$29 ▼-5.5%20,7460.1%FinanceAAPLApple$4670.0%2,1000.1%Computer and TechnologyBRK.BBerkshire Hathaway$442$190 ▼-30.0%8300.1%FinanceRFRegions Financial$4180.0%19,2350.1%FinanceHOMBHome Bancshares, Inc. (Conway, AR)$2830.0%10,0000.1%FinanceNVDANVIDIA$2180.0%2,0140.1%Computer and TechnologyESGREnstar Group$0$21,099 ▼-100.0%00.0%FinanceKKRKKR & Co. Inc.$0$760 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. 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