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 |
|---|---|---|---|---|
| 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 FVR
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,484,346 | 95,950 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $318,816 | 21,600 | Shares | Sole | 2026-02-11 | |
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