First Dallas Securities Inc.: 13F holdings
CIK 13785592026Q2
| Positions | 125 |
|---|---|
| Reported value | $302.6m |
| Filed | 2026-08-03 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NVDA Nvidia Corporation | 208,547 | $41.7m | 13.8% |
| TPL Texas Pacific Land Corporation | 57,135 | $25.0m | 8.3% |
| AAPL Apple Inc | 67,352 | $19.5m | 6.4% |
| AMZN Amazon.Com Inc | 43,126 | $10.3m | 3.4% |
| CAT Caterpillar Inc | 8,087 | $8.6m | 2.8% |
| FCX Freeport-Mcmoran Inc Cl B | 122,137 | $7.7m | 2.5% |
| BA Boeing Co | 32,657 | $7.1m | 2.3% |
| MU Micron Technology Inc | 5,695 | $6.6m | 2.2% |
| Exxon Mobile Corp | 43,692 | $6.0m | 2.0% |
| Oneok Inc | 66,126 | $5.7m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1378559")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.