SFMG, LLC: 13F holdings

CIK 15120262026Q2

Positions334
Reported value$1.7bn
Filed2026-08-13

Top 10 holdings

SecuritySharesValueWeight
ATO ATMOS ENERGY CORP1,060,369$182.7m11.0%
PTLC PACER FDS TR2,648,509$154.3m9.3%
SPHQ INVESCO EXCHANGE TRADED FD T1,710,162$154.1m9.3%
GSLC GOLDMAN SACHS ETF TR870,472$123.5m7.4%
QUS SPDR SERIES TRUST560,714$104.8m6.3%
MOAT VANECK ETF TRUST681,430$70.8m4.3%
AAPL APPLE INC232,048$67.1m4.0%
BRK-B BERKSHIRE HATHAWAY INC DEL109,129$54.6m3.3%
IVV ISHARES TR50,917$38.1m2.3%
AMAT APPLIED MATLS INC49,474$35.8m2.2%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1512026")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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