SFMG, LLC
Top Portfolio Positions
225 positions ·
$684,446,426 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ATO |
Atmos Energy Corp
Utilities
|
1,058,545 | $195,534,432 | 28.57% | |
| AAPL |
Apple Inc.
Technology
|
234,027 | $59,393,712 | 8.68% | |
| NVDA |
Nvidia Corp
Technology
|
208,428 | $36,349,843 | 5.31% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
111,034 | $23,125,051 | 3.38% | |
| SPY |
Spdr S&P 500 ETF Trust
|
34,798 | $22,630,531 | 3.31% | |
| MSFT |
Microsoft Corp
Technology
|
60,905 | $22,545,203 | 3.29% | |
| AMAT |
Applied Materials Inc /De
Technology
|
50,477 | $17,252,533 | 2.52% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
108,773 | $13,518,308 | 1.98% | |
| RTX |
RTX Corp
Industrials
|
69,847 | $13,473,486 | 1.97% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
48,928 | $9,953,423 | 1.45% |
Portfolio Trend
Holdings in CRON
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $44,231 | 17,622 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $46,811 | 17,799 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $48,989 | 17,622 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $33,658 | 17,622 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $31,895 | 17,622 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $35,596 | 17,622 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $38,592 | 17,622 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $41,059 | 17,622 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $45,993 | 17,622 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $36,829 | 17,622 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $35,244 | 17,622 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $34,715 | 17,622 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $34,186 | 17,622 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $44,759 | 17,622 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $49,694 | 17,622 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $49,694 | 17,622 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $68,549 | 17,622 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $69,078 | 17,622 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $99,740 | 17,622 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $151,549 | 17,622 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $166,704 | 17,622 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $122,296 | 17,622 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $88,286 | 17,622 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $105,908 | 17,622 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $99,916 | 17,622 | Shares | Sole | 2020-05-08 | |
| No 13F history on record for this holder in this stock. | ||||||