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.
First Dallas Securities Inc. (CIK 1378559) reported $302.6M across 125 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($41.7M, 13.79%), TPL ($25.0M, 8.26%), AAPL ($19.5M, 6.44%), AMZN ($10.3M, 3.40%), CAT ($8.6M, 2.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia Corporation | $41.7M | 13.79% | 208,547 | Added |
| 2 | TPL | Texas Pacific Land Corporation | $25.0M | 8.26% | 57,135 | Trimmed |
| 3 | AAPL | Apple Inc | $19.5M | 6.44% | 67,352 | Added |
| 4 | AMZN | Amazon.Com Inc | $10.3M | 3.40% | 43,126 | Added |
| 5 | CAT | Caterpillar Inc | $8.6M | 2.85% | 8,087 | Trimmed |
| 6 | FCX | Freeport-Mcmoran Inc Cl B | $7.7M | 2.54% | 122,137 | Trimmed |
| 7 | BA | Boeing Co | $7.1M | 2.34% | 32,657 | Added |
| 8 | MU | Micron Technology Inc | $6.6M | 2.17% | 5,695 | Trimmed |
| 9 | XOM | Exxon Mobile Corp | $6.0M | 1.97% | 43,692 | Trimmed |
| 10 | OKE | Oneok Inc | $5.7M | 1.90% | 66,126 | Trimmed |
| 11 | UBER | Uber Technologies Inc | $5.3M | 1.76% | 73,705 | Trimmed |
| 12 | LLY | Eli Lilly & Co | $5.2M | 1.73% | 4,359 | Trimmed |
| 13 | SN | Sharkninja Inc | $5.2M | 1.72% | 34,135 | Trimmed |
| 14 | RHP | Ryman Hospitality Properties I | $4.8M | 1.57% | 37,068 | Added |
| 15 | META | Meta Platforms Inc Cl A | $4.4M | 1.47% | 7,893 | Trimmed |
| 16 | HD | Home Depot Inc | $4.4M | 1.44% | 12,340 | Added |
| 17 | JPM | Jpmorgan Chase & Co | $4.3M | 1.43% | 13,219 | Added |
| 18 | JNJ | Johnson & Johnson | $4.0M | 1.34% | 15,944 | Trimmed |
| 19 | C | Citigroup Inc New | $4.0M | 1.33% | 28,690 | Trimmed |
| 20 | AIR | Aar Corp | $3.8M | 1.24% | 26,305 | New |
| 21 | EXP | Eagle Materials Inc | $3.6M | 1.20% | 16,100 | Trimmed |
| 22 | WULF | Terawulf Inc | $3.5M | 1.14% | 139,750 | Trimmed |
| 23 | TSM | Taiwan Semiconductor Mfg Ltd S | $3.4M | 1.12% | 7,079 | Trimmed |
| 24 | MSFT | Microsoft Corp | $3.4M | 1.12% | 9,100 | Trimmed |
| 25 | MRP | Millrose Properties Inc Cl A | $3.3M | 1.10% | 110,600 | Added |
Source: SEC Form 13F filings · as of 2026-06-30