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.
SFMG, LLC (CIK 1512026) reported $1.48B across 303 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ATO ($195.5M, 13.24%), PTLC ($131.5M, 8.91%), SPHQ ($126.8M, 8.59%), GSLC ($106.6M, 7.22%), QUS ($93.0M, 6.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ATO | ATMOS ENERGY CORP | $195.5M | 13.24% | 1.1M | Trimmed |
| 2 | PTLC | PACER FDS TR | $131.5M | 8.91% | 2.5M | Added |
| 3 | SPHQ | INVESCO EXCHANGE TRADED FD T | $126.8M | 8.59% | 1.7M | Added |
| 4 | GSLC | GOLDMAN SACHS ETF TR | $106.6M | 7.22% | 852,009 | Added |
| 5 | QUS | SPDR SERIES TRUST | $93.0M | 6.29% | 541,590 | Added |
| 6 | MOAT | VANECK ETF TRUST | $65.0M | 4.40% | 672,286 | Added |
| 7 | AAPL | APPLE INC | $59.4M | 4.02% | 234,027 | Added |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $53.5M | 3.62% | 111,699 | Trimmed |
| 9 | NVDA | NVIDIA CORPORATION | $36.3M | 2.46% | 208,428 | Added |
| 10 | COWZ | PACER FDS TR | $35.4M | 2.40% | 566,250 | Trimmed |
| 11 | IVV | ISHARES TR | $34.3M | 2.32% | 52,475 | Trimmed |
| 12 | AMZN | AMAZON COM INC | $23.1M | 1.57% | 111,034 | Trimmed |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $22.6M | 1.53% | 34,798 | Added |
| 14 | MSFT | MICROSOFT CORP | $22.5M | 1.53% | 60,905 | Trimmed |
| 15 | GOOG | ALPHABET INC | $20.4M | 1.38% | 71,106 | Trimmed |
| 16 | AMAT | APPLIED MATLS INC | $17.3M | 1.17% | 50,477 | Trimmed |
| 17 | SCHQ | SCHWAB STRATEGIC TR | $17.0M | 1.15% | 540,812 | Added |
| 18 | JEPI | J P MORGAN EXCHANGE TRADED F | $16.2M | 1.10% | 286,475 | Trimmed |
| 19 | WMT | WALMART INC | $13.5M | 0.92% | 108,773 | Trimmed |
| 20 | RTX | RTX CORPORATION | $13.5M | 0.91% | 69,847 | Trimmed |
| 21 | AMD | ADVANCED MICRO DEVICES INC | $10.0M | 0.67% | 48,928 | Trimmed |
| 22 | COP | CONOCOPHILLIPS | $8.9M | 0.60% | 67,509 | Trimmed |
| 23 | VZ | VERIZON COMMUNICATIONS INC | $8.4M | 0.57% | 167,786 | Trimmed |
| 24 | FDIF | FIDELITY COVINGTON TRUST | $7.6M | 0.52% | 232,738 | Added |
| 25 | CSX | CSX CORP | $7.4M | 0.50% | 179,362 | Added |
Source: SEC Form 13F filings · as of 2026-03-31