Fund HoldingsFirst Dallas Securities Inc.

Total Portfolio Value
$194.1K
Total Bought
$96.5K
Total Sold
$339.1K
Net Transaction
-$242.5K
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
APPLE INC(AAPL)0101,276+101,27601910.05%+19
BOEING CO(BA)016,374+16,374042.20%+4
EXXON MOBIL CORP060,365+60,365063.11%+6
MICROSOFT CORP(MSFT)016,223+16,223063.14%+6
ONEOK INC NEW(OKE)064,791+64,791052.34%+5
AMGEN INC(AMGN)011,778+11,778031.75%+3
META PLATFORMS INC(META)08,206+8,206031.50%+3
ELI LILLY & CO(LLY)04,223+4,223021.27%+2
NEW YORK CMNTY BANCORP INC0226,323+226,323021.19%+2
ENLINK MIDSTREAM LLC0189,856+189,856021.19%+2
AMERICAN EXPRESS CO(AXP)013,374+13,374031.29%+3
JOHNSON & JOHNSON(JNJ)013,984+13,984021.13%+2
XCEL ENERGY INC(XEL)035,249+35,249021.12%+2
BANK AMERICA CORP061,726+61,726021.07%+2
HOME DEPOT INC(HD)08,628+8,628031.54%+3
ABBVIE INC(ABBV)019,976+19,976031.60%+3
ENERGY TRANSFER L P(ET)0155,472+155,472021.11%+2
CATERPILLAR INC(CAT)010,298+10,298031.57%+3
BLACKSTONE INC(BX)013,165+13,165020.89%+2
AT&T INC(T)094,621+94,621020.82%+2
VISTRA CORP(VST)038,480+38,480010.76%+1
3M CO(MMM)10,09421,577+11,483121.22%+1
JPMORGAN CHASE & CO(JPM)015,106+15,106031.32%+3
CAPITAL SOUTHWEST CORP(CSWC)049,827+49,827010.61%+1
NVIDIA CORPORATION(NVDA)15,88216,326+444784.17%+1
DUKE ENERGY CORP NEW(DUK)011,384+11,384010.57%+1
TAIWAN SEMICONDUCTOR MFG LTD(TSM)010,351+10,351010.55%+1
VERIZON COMMUNICATIONS INC(VZ)028,081+28,081010.55%+1
AMAZON COM INC(AMZN)013,606+13,606021.06%+2
COCA COLA CO(KO)014,601+14,601010.44%+1
COMERICA INC013,275+13,275010.38%+1
MERCK & CO INC(MRK)018,550+18,550021.04%+2
MEDTRONIC PLC(MDT)011,648+11,648010.49%+1
ATMOS ENERGY CORP(ATO)05,788+5,788010.35%+1
DOW INC(DOW)012,177+12,177010.34%+1
GENERAL MTRS CO(GM)017,652+17,652010.33%+1
SOUTHERN CO(SO)08,870+8,870010.32%+1
UNITED PARCEL SERVICE INC(UPS)03,941+3,941010.32%+1
CISCO SYS INC(CSCO)010,892+10,892010.28%+1
BERKSHIRE HATHAWAY INC DEL01+1010.28%+1
SOUTHWEST AIRLS CO(LUV)018,575+18,575010.28%+1
COSTCO WHSL CORP NEW(COST)03,167+3,167021.08%+2
TEXAS PACIFIC LAND CORPORATI(TPL)8,1459,764+1,61915157.91%+1
HONEYWELL INTL INC(HON)02,350+2,350000.25%0
CULLEN FROST BANKERS INC(CFR)04,456+4,456000.25%0
IRON MTN INC DEL(IRM)06,625+6,625000.24%0
PROCTER AND GAMBLE CO(PG)03,139+3,139000.24%0
FEDEX CORP(FDX)04,330+4,330010.56%+1
DIAMONDBACK ENERGY INC(FANG)02,860+2,860000.23%0
GLOBAL MED REIT INC039,750+39,750000.23%0
ALPHABET INC(GOOG)03,070+3,070000.22%0
PFIZER INC(PFE)014,850+14,850000.22%0
SIMON PPTY GROUP INC NEW(SPG)03,000+3,000000.22%0
INTUITIVE SURGICAL INC01,255+1,255000.22%0
QUALCOMM INC(QCOM)02,795+2,795000.21%0
UNITEDHEALTH GROUP INC(UNH)0750+750000.20%0
CHEVRON CORP NEW(CVX)04,095+4,095010.31%+1
AMEREN CORP(AEE)05,238+5,238000.20%0
WELLS FARGO CO NEW(WFC)07,700+7,700000.20%0
CVS HEALTH CORP(CVS)04,250+4,250000.17%0
DEVON ENERGY CORP NEW(DVN)07,411+7,411000.17%0
PIONEER NAT RES CO01,370+1,370000.16%0
UNITED RENTALS INC(URI)0535+535000.16%0
INTERNATIONAL BUSINESS MACHS(IBM)01,850+1,850000.16%0
NETFLIX INC(NFLX)0600+600000.15%0
FORD MTR CO DEL(F)023,836+23,836000.15%0
DELTA AIR LINES INC DEL(DAL)012,056+12,056000.25%0
AMERICAN ELEC PWR CO INC03,225+3,225000.13%0
LOCKHEED MARTIN CORP(LMT)0575+575000.13%0
UNITED AIRLS HLDGS INC(UAL)06,030+6,030000.13%0
DARDEN RESTAURANTS INC(DRI)01,450+1,450000.12%0
LULULEMON ATHLETICA INC(LULU)0449+449000.12%0
WALGREENS BOOTS ALLIANCE INC08,584+8,584000.12%0
BERKSHIRE HATHAWAY INC DEL01,600+1,600010.29%+1
ORACLE CORP(ORCL)02,000+2,000000.11%0
SITIO ROYALTIES CORP08,832+8,832000.11%0
AGCO CORP03,200+3,200000.20%0
PALO ALTO NETWORKS INC(PANW)01,200+1,200000.18%0
SOUTHLAND HLDGS INC000000
HELMERICH & PAYNE INC(HP)08,157+8,157000.15%0
ALPHABET INC(GOOG)07,240+7,240010.53%+1
NOVO-NORDISK A S(NVO)20,61216,076-4,536220.86%-0
GEO GROUP INC NEW(GEO)015,275+15,275000.09%0
CYBERARK SOFTWARE LTD01,550+1,550000.18%0
MCDONALDS CORP(MCD)02,991+2,991010.46%+1
HERC HLDGS INC(HRI)000000
AZEK CO INC000000
SPDR GOLD TR(GLD)000000
DIXIE GROUP INC000000
NORTHERN OIL & GAS INC(NOG)000000
RESEARCH SOLUTIONS INC000000
TRIUMPH FINANCIAL INC017,950+17,950010.74%+1
SANFILIPPO JOHN B & SON INC(JBSS)000000
GRIFFON CORP(GFF)000000
TIPTREE INC26,9850-26,98500-0
MORGAN STANLEY(MS)13,1136,250-6,863110.30%-0
CALAVO GROWERS INC22,0000-22,00010-1
SOUTHLAND HLDGS INC91,6000-91,60010-1
SLEEP NUMBER CORP24,4500-24,45010-1
BLUE BIRD CORP29,5000-29,50010-1
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