Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Fayez Sarofim & Co (CIK 937729) reported $39.08B across 292 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($3.52B, 9.01%), MSFT ($2.85B, 7.29%), GOOG ($2.23B, 5.72%), PM ($1.78B, 4.56%), NVDA ($1.71B, 4.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $3.52B | 9.01% | 13.9M | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $2.85B | 7.29% | 7.7M | Added |
| 3 | GOOG | ALPHABET INC-CL C | $2.23B | 5.72% | 7.8M | Trimmed |
| 4 | PM | PHILIP MORRIS INTERNATIONAL | $1.78B | 4.56% | 10.8M | Trimmed |
| 5 | NVDA | NVIDIA CORP | $1.71B | 4.38% | 9.8M | Added |
| 6 | AMZN | AMAZON.COM INC | $1.68B | 4.31% | 8.1M | Trimmed |
| 7 | XOM | EXXON MOBIL CORP | $1.36B | 3.49% | 8.0M | Trimmed |
| 8 | CVX | CHEVRON CORP | $1.28B | 3.27% | 6.2M | Trimmed |
| 9 | META | META PLATFORMS INC | $1.22B | 3.13% | 2.1M | Added |
| 10 | KO | COCA-COLA CO/THE | $1.15B | 2.95% | 15.2M | Trimmed |
| 11 | JPM | JPMORGAN CHASE & CO | $920.5M | 2.36% | 3.1M | Trimmed |
| 12 | V | VISA INC-CLASS A SHARES | $902.9M | 2.31% | 3.0M | Added |
| 13 | ASML | ASML HOLDING NV-NY REG SHS | $877.6M | 2.25% | 664,469 | Trimmed |
| 14 | TSM | TAIWAN SEMICONDUCTOR-SP ADR | $861.0M | 2.20% | 2.5M | Added |
| 15 | MCD | MCDONALD'S CORP | $840.5M | 2.15% | 2.7M | Trimmed |
| 16 | TXN | TEXAS INSTRUMENTS INC | $671.9M | 1.72% | 3.5M | Trimmed |
| 17 | SPGI | S&P GLOBAL INC | $649.6M | 1.66% | 1.5M | Added |
| 18 | EPD | ENTERPRISE PRODUCTS PARTNERS | $613.0M | 1.57% | 16.2M | Trimmed |
| 19 | BLK | BLACKROCK INC | $612.3M | 1.57% | 636,696 | Added |
| 20 | MA | MASTERCARD INC - A | $601.9M | 1.54% | 1.2M | Added |
| 21 | ABBV | ABBVIE INC | $599.5M | 1.53% | 2.8M | Added |
| 22 | ISRG | INTUITIVE SURGICAL INC | $558.9M | 1.43% | 1.2M | Added |
| 23 | ETN | EATON CORP PLC | $534.4M | 1.37% | 1.5M | Added |
| 24 | PGR | PROGRESSIVE CORP | $488.5M | 1.25% | 2.5M | Trimmed |
| 25 | INTU | INTUIT INC | $457.3M | 1.17% | 1.1M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31