First Dallas Securities Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, First Dallas Securities Inc. held in its portfolio 107 assets valued at $268,751,386 (i.e. $268.75M).
The most valuable assets in the portfolio included: Nvidia Corporation ($38.18M), Texas Pacific Land Corporation ($18.57M), and Apple Inc ($18.49M).
The chart below shows the top 10 valuable assets, and the table below shows the top 107 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
First Dallas Securities Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| Nvidia Corporation | 204696 | 38175722 | COM |
| Texas Pacific Land Corporation | 64655 | 18570306 | COM |
| Apple Inc | 68024 | 18493032 | COM |
| Amazon.Com Inc | 40006 | 9234185 | COM |
| Microsoft Corp | 16322 | 7893738 | COM |
| Boeing Co | 31692 | 6880971 | COM |
| Freeport-Mcmoran Inc Cl B | 132658 | 6737717 | COM |
| Uber Technologies Inc | 79415 | 6489000 | COM |
| Eli Lilly & Co | 5753 | 6182759 | COM |
| Exxon Mobile Corp | 46624 | 5610781 | COM |
| Meta Platforms Inc Cl A | 8471 | 5591325 | COM |
| Caterpillar Inc | 9690 | 5550899 | COM |
| Oneok Inc | 73613 | 5410548 | COM |
| Sharkninja Inc | 39960 | 4471524 | COM |
| Jpmorgan Chase & Co | 13167 | 4242545 | COM |
| Home Depot Inc | 11214 | 3858893 | COM |
| Draftkings Inc Cl A | 111393 | 3838603 | COM |
| Abbvie Inc | 16226 | 3707524 | COM |
| Micron Technology Inc | 12876 | 3674939 | COM |
| Millrose Properties Inc Cl A | 112389 | 3357067 | COM |
| Eagle Materials Inc | 15698 | 3244471 | COM |
| Cleveland-Cliffs Inc | 243800 | 3237659 | COM |
| Wal-Mart Inc | 28250 | 3147337 | COM |
| Expand Energy Corporation | 27694 | 3056280 | COM |
| Citigroup Inc New | 26144 | 3050718 | COM |
| Kirby Corp | 26190 | 2885614 | COM |
| Ryman Hospitality Properties I | 30340 | 2870771 | COM |
| Taiwan Semiconductor Mfg Ltd S | 9123 | 2772331 | ADR |
| Whirlpool Corp | 38104 | 2748829 | COM |
| Unitedhealth Group Inc | 7687 | 2537541 | COM |
| Vistra Corp | 15720 | 2536056 | COM |
| Johnson & Johnson | 11497 | 2379207 | COM |
| Alphabet Inc Cap Stock Cl C | 7145 | 2242101 | COM |
| Costco Wholesale Corp | 2502 | 2157460 | COM |
| Terawulf Inc | 180000 | 2068200 | COM |
| Capital Southwest Corp | 89911 | 1991529 | COM |
| Bank Of America Corp | 36070 | 1983868 | COM |
| At&T Inc | 76093 | 1890138 | COM |
| Wells Fargo Co | 19786 | 1844078 | COM |
| Mastec Inc | 8350 | 1815039 | COM |
| American Express Co | 4799 | 1775526 | COM |
| Xcel Energy Inc Com | 23736 | 1753165 | COM |
| Commercial Metals Co | 23382 | 1618484 | COM |
| United Parcel Service Inc Cl B | 15583 | 1545723 | COM |
| Palantir Technologies Inc Cl A | 8578 | 1524739 | COM |
| Intl Business Machines | 5010 | 1483948 | COM |
| Banc Of California Inc | 72825 | 1404794 | COM |
| Amgen Inc | 4053 | 1326468 | COM |
| American Electric Power Co Inc | 10923 | 1259536 | COM |
| Merck & Co Inc | 10671 | 1123179 | COM |
| Tesla Inc | 2460 | 1106311 | COM |
| Goldman Sachs Group Inc | 1250 | 1098750 | COM |
| Charles Schwab Corp | 10897 | 1088757 | COM |
| Powell Industries Inc | 3401 | 1084013 | COM |
| Permian Resources Corp Class A | 74630 | 1047059 | COM |
| Duke Energy Corp New | 8827 | 1034637 | COM |
| Geo Group Inc | 63470 | 1023136 | COM |
| Ethan Allen Interiors Inc | 44066 | 1006457 | COM |
| 3M Co | 6230 | 997450 | COM |
| Verizon Communications Inc | 24370 | 992576 | COM |
| Blackstone Inc | 6410 | 988037 | COM |
| Carpenter Technology Corp | 3050 | 960262 | COM |
| Hewlett Packard Enterprise Co | 39802 | 956036 | COM |
| Morgan Stanley | 5062 | 898657 | COM |
| On Holding Ag Namen Akt A | 19100 | 887768 | COM |
| Fedex Corp | 3060 | 883912 | COM |
| Vertiv Holdings Co Cl A | 5115 | 828722 | COM |
| Atmos Energy Corp | 4559 | 764250 | COM |
| Genius Sports Ltd Npv | 68500 | 754870 | COM |
| Berkshire Hathaway Inc Cl A | 1 | 754800 | COM |
| Coca-Cola Co | 10406 | 727516 | COM |
| Truist Financial Corp | 14448 | 710981 | COM |
| Berkshire Hathaway Inc Cl B Ne | 1302 | 654450 | COM |
| Visa Inc Cl A | 1805 | 633098 | COM |
| Corecivic Inc | 32500 | 621075 | COM |
| Rtx Corporation | 3309 | 606800 | COM |
| First Watch Restaurant Group I | 39000 | 588120 | COM |
| Simon Property Group Inc | 3100 | 573841 | COM |
| Healthcare Realty Trust Cl A | 33405 | 566215 | COM |
| Brinker Intl Inc | 3902 | 560015 | COM |
| Ameren Corp | 5215 | 520800 | COM |
| Southern Co | 5795 | 505324 | COM |
| Powerfleet Inc | 91450 | 486514 | COM |
| Rh | 2675 | 479226 | COM |
| Broadcom Inc | 1370 | 474157 | COM |
| Palo Alto Networks Inc | 2560 | 471552 | COM |
| Take-Two Interactive Software | 1835 | 469815 | COM |
| Southwest Airlines Co | 11325 | 468054 | COM |
| Dell Technologies Inc Cl C | 3670 | 461980 | COM |
| Honeywell Intl Inc | 2350 | 458461 | COM |
| Netflix Inc | 4700 | 440672 | COM |
| Cullen Frost Bankers Inc | 3278 | 415093 | COM |
| Oracle Corp | 2100 | 409311 | COM |
| Matador Resources Co | 9260 | 393013 | COM |
| General Motors Co | 4808 | 391000 | COM |
| Mcdonalds Corp | 1200 | 366756 | COM |
| Pepsico Inc | 2252 | 323142 | COM |
| Frontview Reit Inc COM | 21600 | 318816 | COM |
| Texas Instruments Inc | 1612 | 279706 | COM |
| Lockheed Martin Corp | 575 | 278110 | COM |
| Ge Aerospace | 887 | 273223 | COM |
| Chevron Corp | 1649 | 251324 | COM |
| Eaton Corp Plc | 780 | 248438 | COM |
| United Rentals Inc | 300 | 242796 | COM |
| Comstock Resources Inc | 10000 | 231800 | COM |
| Deckers Outdoor Corp | 2190 | 227037 | COM |
| Conocophillips | 2348 | 219828 | COM |
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