Universe · entity
First Dallas Securities Inc.
Institutional manager (13F) · CIK 1378559
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $230M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | Nvidia Corporation | $36M | 206,615 |
| 2 | Texas Pacific Land Corporation | $28M | 59,555 |
| 3 | Apple Inc | $17M | 67,171 |
| 4 | Amazon.Com Inc | $8M | 39,696 |
| 5 | Exxon Mobile Corp | $8M | 44,390 |
| 6 | Freeport-Mcmoran Inc Cl B | $7M | 124,683 |
| 7 | Oneok Inc | $6M | 71,619 |
| 8 | Boeing Co | $6M | 32,437 |
| 9 | Caterpillar Inc | $6M | 8,652 |
| 10 | Uber Technologies Inc | $6M | 77,215 |
| 11 | Eli Lilly & Co | $5M | 5,392 |
| 12 | Meta Platforms Inc Cl A | $5M | 8,133 |
| 13 | Johnson & Johnson | $4M | 16,567 |
| 14 | Microsoft Corp | $4M | 10,672 |
| 15 | Home Depot Inc | $4M | 11,989 |
| 16 | Jpmorgan Chase & Co | $4M | 13,218 |
| 17 | Sharkninja Inc | $4M | 35,460 |
| 18 | Wal-Mart Inc | $3M | 27,926 |
| 19 | Citigroup Inc New | $3M | 30,030 |
| 20 | Expand Energy Corporation | $3M | 31,014 |
| 21 | Ryman Hospitality Properties I | $3M | 35,916 |
| 22 | Eagle Materials Inc | $3M | 16,449 |
| 23 | Millrose Properties Inc Cl A | $3M | 108,844 |
| 24 | Whirlpool Corp | $3M | 55,112 |
| 25 | United Parcel Service Inc Cl B | $3M | 29,834 |
| 26 | Micron Technology Inc | $3M | 7,945 |
| 27 | Costco Wholesale Corp | $3M | 2,557 |
| 28 | Taiwan Semiconductor Mfg Ltd S | $2M | 7,276 |
| 29 | Mastec Inc | $2M | 7,500 |
| 30 | Terawulf Inc | $2M | 153,750 |
| 31 | At&T Inc | $2M | 75,505 |
| 32 | Alphabet Inc Cap Stock Cl C | $2M | 7,410 |
| 33 | Draftkings Inc Cl A | $2M | 96,490 |
| 34 | Cleveland-Cliffs Inc | $2M | 241,100 |
| 35 | Capital Southwest Corp | $2M | 89,691 |
| 36 | Xcel Energy Inc Com | $2M | 23,240 |
| 37 | First Watch Restaurant Group I | $2M | 166,750 |
| 38 | Powell Industries Inc | $2M | 3,151 |
| 39 | Kirby Corp | $2M | 12,815 |
| 40 | Bank Of America Corp | $2M | 34,283 |
| 41 | Wells Fargo Co | $2M | 19,989 |
| 42 | Frontview Reit Inc COM | $1M | 95,950 |
| 43 | Broadcom Inc | $1M | 4,735 |
| 44 | Amgen Inc | $1M | 4,153 |
| 45 | Permian Resources Corp Class A | $1M | 67,950 |
| 46 | American Electric Power Co Inc | $1M | 10,969 |
| 47 | Applied Materials Inc | $1M | 4,175 |
| 48 | Commercial Metals Co | $1M | 22,460 |
| 49 | American Express Co | $1M | 4,440 |
| 50 | Ethan Allen Interiors Inc | $1M | 59,525 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.