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.
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX (CIK 1079373) reported $382.5M across 147 reported positions in its SEC 13F filing for 2019-12-31. Largest positions: EPD ($22.8M, 5.96%), AMT ($13.3M, 3.47%), BA ($11.0M, 2.87%), GOOD ($10.1M, 2.63%), HD ($10.1M, 2.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | EPD | Enterprise Products Partners | $22.8M | 5.96% | 551,295 | Trimmed |
| 2 | AMT | AMERICAN TOWER CORP NEW | $13.3M | 3.47% | 57,711 | Trimmed |
| 3 | BA | BOEING CO | $11.0M | 2.87% | 33,724 | Trimmed |
| 4 | GOOD | GLADSTONE COML CORP | $10.1M | 2.63% | 460,682 | Added |
| 5 | HD | HOME DEPOT INC | $10.1M | 2.63% | 46,103 | Added |
| 6 | AMZN | AMAZON COM INC | $9.7M | 2.54% | 5,255 | Added |
| 7 | AAPL | APPLE INC | $8.9M | 2.32% | 30,179 | Trimmed |
| 8 | MRK | MERCK & CO INC | $8.7M | 2.27% | 95,550 | Trimmed |
| 9 | MMP | MAGELLAN MIDSTREAM PRTNRS LP | $8.6M | 2.25% | 136,658 | Trimmed |
| 10 | TMO | THERMO FISHER SCIENTIFIC INC | $8.4M | 2.19% | 25,809 | Trimmed |
| 11 | HON | HONEYWELL INTL INC | $7.8M | 2.04% | 44,190 | Added |
| 12 | MSFT | MICROSOFT CORP | $7.7M | 2.01% | 48,799 | Added |
| 13 | CCI | CROWN CASTLE INTL CORP NEW | $7.5M | 1.96% | 52,825 | Trimmed |
| 14 | BMY | BRISTOL MYERS SQUIBB CO | $7.3M | 1.90% | 113,116 | Trimmed |
| 15 | NEE | NEXTERA ENERGY INC | $7.2M | 1.87% | 29,604 | Trimmed |
| 16 | RDS.B | ROYAL DUTCH SHELL PLC | $6.8M | 1.78% | 113,805 | Added |
| 17 | MA | MASTERCARD INC | $6.8M | 1.77% | 22,657 | Added |
| 18 | STWD | STARWOOD PPTY TR INC | $6.8M | 1.77% | 272,106 | Added |
| 19 | PFE | PFIZER INC | $6.6M | 1.73% | 168,856 | Trimmed |
| 20 | D | DOMINION ENERGY INC | $6.1M | 1.60% | 74,063 | Added |
| 21 | SPY | SPDR S&P 500 ETF TR | $6.0M | 1.58% | 18,766 | Trimmed |
| 22 | RTN | RAYTHEON CO | $5.9M | 1.54% | 26,880 | Added |
| 23 | WELL | WELLTOWER INC | $5.8M | 1.52% | 70,943 | Trimmed |
| 24 | DUK | DUKE ENERGY CORP NEW | $5.7M | 1.50% | 62,894 | Trimmed |
| 25 | ET | ENERGY TRANSFER LP | $5.6M | 1.48% | 439,753 | Trimmed |
Source: SEC Form 13F filings · as of 2019-12-31