First Dallas Securities Inc.

Broker-Dealer
CIK
1378559
City
DALLAS
State / Country
TX

Top 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

24 quarters · across all stocks

Holdings in FVR

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Shares Held

Position Value (USD)

2 of 2 shown
Report Date Value (USD) Shares
2026-03-31 $1,484,346 95,950
2025-12-31 $318,816 21,600