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First Dallas Securities Inc. 13F holdings

Filed 2026-08-03 · First Dallas Securities Inc. · 125 positions · $302.6M

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TickerCompanySharesValue% of portfolio
NVDANvidia Corporation208.5K$41.7M13.8%
TPLTexas Pacific Land Corporation57.1K$25.0M8.3%
AAPLApple Inc67.4K$19.5M6.4%
AMZNAmazon.Com Inc43.1K$10.3M3.4%
CATCaterpillar Inc8.1K$8.6M2.8%
FCXFreeport-Mcmoran Inc Cl B122.1K$7.7M2.5%
BABoeing Co32.7K$7.1M2.3%
MUMicron Technology Inc5.7K$6.6M2.2%
EXMOCExxon Mobile Corp43.7K$6.0M2.0%
OKEEUROneok Inc66.1K$5.7M1.9%
UBERUber Technologies Inc73.7K$5.3M1.8%
LLYEli Lilly & Co4.4K$5.2M1.7%
—Sharkninja Inc34.1K$5.2M1.7%
RHPRyman Hospitality Properties I37.1K$4.8M1.6%
METAMeta Platforms Inc Cl A7.9K$4.4M1.5%
HDHome Depot Inc12.3K$4.4M1.4%
JPMJpmorgan Chase & Co13.2K$4.3M1.4%
JNJJohnson & Johnson15.9K$4.0M1.3%
CCitigroup Inc New28.7K$4.0M1.3%
AIRAar Corp26.3K$3.8M1.2%
EXPEagle Materials Inc16.1K$3.6M1.2%
WULFTerawulf Inc139.8K$3.5M1.1%
MSFTMicrosoft Corp9.1K$3.4M1.1%
TSMTaiwan Semiconductor Mfg Ltd S7.1K$3.4M1.1%
MRPMillrose Properties Inc Cl A110.6K$3.3M1.1%
UPSUnited Parcel Service Inc Cl B29.9K$3.2M1.1%
AMATApplied Materials Inc4.3K$3.1M1.0%
WMTWal-Mart Inc27.3K$3.1M1.0%
CHTRExpand Energy Corporation33.6K$3.1M1.0%
GOOGAlphabet Inc Cap Stock Cl C7.6K$2.7M0.9%
—Viking Holdings Ltd23.9K$2.5M0.8%
FVRFrontview Reit Inc COM114.7K$2.3M0.8%
FWRGFirst Watch Restaurant Group I177.2K$2.3M0.8%
COSTCostco Wholesale Corp2.4K$2.3M0.8%
MTZMastec Inc5.3K$2.2M0.7%
CSWCCapital Southwest Corp90.5K$2.2M0.7%
AVGOBroadcom Inc5.4K$2.0M0.7%
POWLPowell Industries Inc6.8K$2.0M0.6%
XELXcel Energy Inc Com23.2K$1.9M0.6%
CLFCleveland-Cliffs Inc189.5K$1.8M0.6%
BACBank Of America Corp30.5K$1.7M0.6%
CRSCarpenter Technology Corp2.7K$1.6M0.5%
ETDEthan Allen Interiors Inc71.7K$1.6M0.5%
LUVSouthwest Airlines Co31.0K$1.6M0.5%
TAt&T Inc74.4K$1.5M0.5%
MRKMerck & Co Inc11.9K$1.5M0.5%
AXPAmerican Express Co4.4K$1.5M0.5%
KEXKirby Corp11.0K$1.5M0.5%
WFCWells Fargo Co18.1K$1.5M0.5%
AMGNAmgen Inc4.1K$1.5M0.5%
AEPAmerican Electric Power Co Inc10.6K$1.5M0.5%
DKNGDraftkings Inc Cl A56.8K$1.4M0.5%
CMCCommercial Metals Co22.2K$1.4M0.5%
DELLDell Technologies Inc Cl C3.2K$1.4M0.5%
BANCBanc Of California Inc64.7K$1.3M0.4%
TWLOTwilio Inc Cl A6.3K$1.3M0.4%
GEOGeo Group Inc43.9K$1.3M0.4%
KMBKimberly-Clark Corp11.6K$1.3M0.4%
MTNVail Resorts Inc9.3K$1.3M0.4%
GSGoldman Sachs Group Inc1.2K$1.3M0.4%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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