First Dallas Securities Inc.
Broker-DealerTop Portfolio Positions
115 positions ·
$266,848,232 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
206,615 | $36,033,656 | 13.50% | |
| TPL |
Texas Pacific Land Corp
Energy
|
59,555 | $28,262,420 | 10.59% | |
| AAPL |
Apple Inc.
Technology
|
67,171 | $17,047,328 | 6.39% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
39,696 | $8,267,485 | 3.10% | |
| XOM |
Exxon Mobil Corp
Energy
|
44,390 | $7,531,207 | 2.82% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
124,683 | $7,328,866 | 2.75% | |
| OKE |
Oneok Inc /New/
Energy
|
71,619 | $6,473,641 | 2.43% | |
| BA |
Boeing Co
Industrials
|
32,437 | $6,455,936 | 2.42% | |
| CAT |
Caterpillar Inc
Industrials
|
8,652 | $6,129,595 | 2.30% | |
| UBER |
Uber Technologies, Inc
Technology
|
77,215 | $5,554,074 | 2.08% |
Portfolio Trend
Holdings in ETD
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,325,026 | 59,525 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,006,467 | 44,066 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,480,728 | 118,151 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,029,801 | 108,790 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,154,669 | 113,887 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $3,409,321 | 121,285 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,740,122 | 117,282 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $3,157,928 | 113,228 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,541,793 | 73,526 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,121,850 | 66,474 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,159,418 | 139,111 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,998,462 | 70,667 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,370,209 | 86,315 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,551,802 | 96,586 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,152,813 | 101,836 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,029,710 | 100,431 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $2,457,175 | 94,253 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,092,026 | 79,575 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,051,687 | 44,375 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $367,080 | 13,300 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $532,873 | 19,300 | Shares | Sole | 2021-05-26 | |
| 2020-12-31 | $677,540 | 33,525 | Shares | Sole | 2021-02-01 | |
| No 13F history on record for this holder in this stock. | ||||||