Fund HoldingsFAYEZ SAROFIM & CO

Total Portfolio Value
$39.08B
Total Bought
$2.11B
Total Sold
$4.21B
Net Transaction
-$2.10B
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
EXXON MOBIL CORP8,252,4178,036,288-216,129993,0961,363,4373.49%+370,341
CHEVRON CORP(CVX)6,312,1456,167,767-144,378962,0341,276,1113.27%+314,077
ASML HOLDING NV-NY REG SHS
N Y REGISTRY SHS
672,756664,469-8,287719,754877,6502.25%+157,896
TAIWAN SEMICONDUCTOR-SP ADR(TSM)2,470,9292,547,763+76,834750,891861,0162.20%+110,126
BLACKSTONE INC(BX)1,730,4423,179,857+1,449,415266,730365,6520.94%+98,921
EATON CORP PLC(ETN)1,407,0951,494,015+86,920448,174534,3641.37%+86,191
ENTERPRISE PRODUCTS PARTNERS(EPD)16,768,79116,199,184-569,607537,607612,9771.57%+75,370
EOG RESOURCES INC(EOG)1,741,0011,728,678-12,323182,822249,9150.64%+67,093
COCA-COLA CO/THE(KO)15,585,16515,159,232-425,9331,089,5591,152,8602.95%+63,301
TEXAS INSTRUMENTS INC(TXN)3,619,9663,461,141-158,825628,028671,9461.72%+43,918
DEERE & CO(DE)458,552453,998-4,554213,488255,7370.65%+42,249
PHILIP MORRIS INTERNATIONAL(PM)10,848,13710,771,913-76,2241,740,0411,781,0284.56%+40,987
SPOTIFY TECHNOLOGY SA(SPOT)47,048125,071+78,02327,32160,6480.16%+33,327
ALTRIA GROUP INC(MO)4,463,6124,394,936-68,676257,372290,0220.74%+32,650
NVIDIA CORP(NVDA)9,018,1169,822,826+804,7101,681,8791,713,1014.38%+31,222
CONOCOPHILLIPS(COP)765,628756,422-9,20671,67099,8480.26%+28,177
LINDE PLC(LIN)400,841395,303-5,538170,915195,9750.50%+25,060
JOHNSON & JOHNSON(JNJ)659,056651,329-7,727136,392159,2110.41%+22,819
CANADIAN PACIFIC KANSAS CITY(CP)4,635,7764,621,108-14,668341,332363,4960.93%+22,164
MERCK & CO. INC.(MRK)1,739,8891,700,379-39,510183,141204,5390.52%+21,398
PHILLIPS 66(PSX)508,265469,734-38,53165,58785,5760.22%+19,989
CME GROUP INC(CME)1,250,4671,222,003-28,464341,478360,9190.92%+19,441
WALMART INC(WMT)1,590,1721,566,842-23,330177,161194,7270.50%+17,566
CURTISS-WRIGHT CORP(CW)121,724121,724067,10382,9090.21%+15,806
TELEDYNE TECHNOLOGIES INC(TDY)152,188152,188077,72792,0750.24%+14,348
CHUBB LTD
COM
1,071,4301,068,988-2,442334,415348,4150.89%+14,001
KINDER MORGAN INC(KMI)2,178,5732,178,928+35559,88973,0590.19%+13,170
FERRARI NV
COM
060,107+60,107020,3430.05%+20,343
SHELL PLC-ADR(SHEL)528,214526,094-2,12038,81348,9270.13%+10,114
ABBVIE INC(ABBV)2,584,2082,756,256+172,048590,466599,4581.53%+8,992
CATERPILLAR INC(CAT)68,85368,191-66239,44448,3110.12%+8,867
PLAINS ALL AMER PIPELINE LP(PAA)1,657,4771,657,477029,76837,0110.09%+7,243
MCDONALD'S CORP(MCD)2,728,3622,704,363-23,999833,869840,4892.15%+6,620
RTX CORP(RTX)632,702627,739-4,963116,037121,0910.31%+5,053
OVINTIV INC(OVV)0165,824+165,82409,8430.03%+9,843
TARGET CORP(TGT)143,622139,775-3,84714,03916,9410.04%+2,902
INTEL CORP(INTC)369,168369,168013,62216,2910.04%+2,669
COSTCO WHOLESALE CORP(COST)14,55715,148+59112,55315,0940.04%+2,541
BLACK STONE MINERALS LP(BSM)0633,364+633,36409,5760.02%+9,576
LOCKHEED MARTIN CORP(LMT)017,233+17,233010,4150.03%+10,415
DUKE ENERGY CORP(DUK)137,139134,864-2,27516,07417,6590.05%+1,585
AON PLC-CLASS A(AON)033,620+33,620010,8520.03%+10,852
ONEOK INC(OKE)090,108+90,10808,1450.02%+8,145
AMGEN INC(AMGN)52,29551,857-43817,11718,2460.05%+1,129
INTERCONTINENTAL HOTELS-ADR(IHG)016,425+16,42502,1920.01%+2,192
EQUINIX INC(EQIX)04,423+4,42304,3360.01%+4,336
MONDELEZ INTERNATIONAL INC-A(MDLZ)2,263,9372,129,670-134,267121,868122,7540.31%+886
VALERO ENERGY CORP(VLO)07,784+7,78401,9230.00%+1,923
APPLIED MATERIALS INC09,016+9,01603,0820.01%+3,082
BANCO BILBAO VIZCAYA-SP ADR(BBVA)051,652+51,65201,1190.00%+1,119
STARBUCKS CORP(SBUX)151,305149,680-1,62512,74113,4100.03%+668
SCHLUMBERGER LTD(SLB)052,218+52,21802,6830.01%+2,683
PFIZER INC(PFE)0233,139+233,13906,5470.02%+6,547
HONEYWELL INTERNATIONAL INC(HON)027,260+27,26006,1620.02%+6,162
CSX CORP(CSX)0132,000+132,00005,4190.01%+5,419
AIR PRODUCTS & CHEMICALS INC134,342116,416-17,92633,18533,8180.09%+633
PROLOGIS INC(PLD)199,467197,007-2,46025,46426,0400.07%+576
Versant Media Group, Inc. Class A(VSNT)015,524+15,52405750.00%+575
ENERGY TRANSFER LP(ET)0183,024+183,02403,5320.01%+3,532
LAM RESEARCH CORP(LRCX)07,553+7,55301,6140.00%+1,614
ANHEUSER-BUSCH INBEV-SPN ADR(BUD)0106,006+106,00607,3540.02%+7,354
SABINE ROYALTY TRUST(SBR)081,346+81,34606,1290.02%+6,129
TARGA RESOURCES CORP(TRGP)07,614+7,61401,9090.00%+1,909
CORNING INC(GLW)09,613+9,61301,3070.00%+1,307
NOVARTIS AG-SPONSORED ADR(NVS)027,862+27,86204,2560.01%+4,256
SERVICE CORP INTERNATIONAL(SCI)074,325+74,32506,1330.02%+6,133
POWELL INDUSTRIES INC(POWL)01,450+1,45007850.00%+785
HUNTINGTON BANCSHARES INC(HBAN)019,503+19,50303050.00%+305
DELL TECHNOLOGIES -C(DELL)06,942+6,94201,1390.00%+1,139
ILLINOIS TOOL WORKS(ITW)018,284+18,28404,7590.01%+4,759
CORTEVA INC(CTVA)02,886+2,88602420.00%+242
IRON MOUNTAIN INC(IRM)02,280+2,28002330.00%+233
Qnity Electronics, Inc.(Q)02,013+2,01302320.00%+232
CUMMINS INC(CMI)05,984+5,98403,2200.01%+3,220
FREEPORT-MCMORAN INC(FCX)040,238+40,23802,3650.01%+2,365
TENARIS SA-ADR(TS)03,658+3,65802130.00%+213
WOODWARD INC(WWD)0580+58002080.00%+208
WILLIAMS COS INC(WMB)016,085+16,08501,1710.00%+1,171
TAPESTRY INC(TPR)017,634+17,63402,4880.01%+2,488
HALLIBURTON CO(HAL)016,540+16,54006450.00%+645
SHAKE SHACK INC - CLASS A(SHAK)023,718+23,71802,0980.01%+2,098
FIGS INC-CLASS A(FIGS)050,000+50,00007390.00%+739
KIRBY CORP(KEX)011,455+11,45501,5220.00%+1,522
GE VERNOVA INC(GEV)0687+68706000.00%+600
NORTHROP GRUMMAN CORP(NOC)01,504+1,50401,0260.00%+1,026
TJX COMPANIES INC(TJX)06,096+6,09609740.00%+974
OCCIDENTAL PETROLEUM CORP(OXY)05,451+5,45103540.00%+354
MICRON TECHNOLOGY INC(MU)02,420+2,42008180.00%+818
PARKER HANNIFIN CORP(PH)0703+70306290.00%+629
ARCHER-DANIELS-MIDLAND CO07,800+7,80005670.00%+567
CARRIER GLOBAL CORP(CARR)074,705+74,70504,2070.01%+4,207
AT&T INC(T)034,842+34,84201,0100.00%+1,010
TERADYNE INC(TER)01,100+1,10003260.00%+326
CONSTELLATION BRANDS INC-A(STZ)09,100+9,10001,3650.00%+1,365
LINCOLN ELECTRIC HOLDINGS(LECO)106,351102,751-3,60025,48625,5930.07%+107
DIAMONDBACK ENERGY INC(FANG)01,965+1,96503890.00%+389
HILTON WORLDWIDE HOLDINGS IN(HLT)01,671+1,67105080.00%+508
TRANE TECHNOLOGIES PLC(TT)01,171+1,17104880.00%+488
MARVELL TECHNOLOGY INC(MRVL)07,211+7,21107140.00%+714
NAUTILUS BIOTECHNOLOGY INC045,000+45,00001750.00%+175
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