Fund HoldingsFAYEZ SAROFIM & CO

Total Portfolio Value
$29.64B
Total Bought
$2.79B
Total Sold
$594.42M
Net Transaction
+$2.19B
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
NOVO-NORDISK A S(NVO)5,119,68511,603,964+6,484,279828,5191,055,2643.56%+226,746
AMAZON COM INC(AMZN)5,214,3486,632,748+1,418,400679,742843,1552.85%+163,413
HESS CORP4,202,8154,723,193+520,378571,373722,6492.44%+151,276
CHEVRON CORP NEW(CVX)5,108,0055,514,780+406,775803,745929,9023.14%+126,158
EXXON MOBIL CORP9,891,94210,074,593+182,6511,060,9111,184,5714.00%+123,660
UNITEDHEALTH GROUP INC(UNH)1,115,4781,281,005+165,527536,143645,8702.18%+109,727
ALPHABET INC(GOOG)5,439,1445,734,748+295,604657,973756,1262.55%+98,153
PROGRESSIVE CORP(PGR)1,643,7062,177,684+533,978217,577303,3511.02%+85,774
CME GROUP INC(CME)435,378751,046+315,66880,671150,3750.51%+69,703
META PLATFORMS INC(META)447,525653,789+206,264128,431196,2740.66%+67,843
UNION PAC CORP(UNP)2,359,9512,687,613+327,662482,893547,2791.85%+64,385
MASTERCARD INCORPORATED(MA)762,882919,081+156,199300,042363,8741.23%+63,832
VISA INC(V)2,642,5632,980,063+337,500627,556685,4442.31%+57,888
CONOCOPHILLIPS(COP)1,286,3331,546,287+259,954133,277185,2450.63%+51,968
INTUIT(INTU)470,646523,197+52,551215,645267,3220.90%+51,677
AUTOMATIC DATA PROCESSING IN1,017,2211,138,634+121,413223,575273,9330.92%+50,358
COMCAST CORP NEW(CCZ)6,629,8527,281,311+651,459275,470322,8531.09%+47,383
ENTERPRISE PRODS PARTNERS L(EPD)16,631,86317,597,356+965,493438,250481,6401.63%+43,390
NIKE INC(NKE)1,306,0411,959,730+653,689144,148187,3890.63%+43,242
ABBVIE INC(ABBV)1,910,9161,998,455+87,539257,458297,8901.01%+40,432
BLACKSTONE INC(BX)559,260852,507+293,24751,99491,3380.31%+39,343
EOG RES INC(EOG)998,4331,186,273+187,840114,261150,3720.51%+36,111
ELI LILLY & CO(LLY)233,187269,155+35,968109,360144,5710.49%+35,211
ASTRAZENECA PLC(AZN)1,547,2822,108,216+560,934110,739142,7680.48%+32,029
MARRIOTT INTL INC NEW(MAR)1,201,3741,285,304+83,930220,680252,6390.85%+31,959
PHILLIPS 66(PSX)582,645637,951+55,30655,57376,6500.26%+21,077
TELEDYNE TECHNOLOGIES INC(TDY)117,913169,723+51,81048,47569,3450.23%+20,870
LINDE PLC(LIN)379,030441,423+62,393144,441164,3640.55%+19,923
JPMORGAN CHASE & CO(JPM)4,255,1474,404,291+149,144618,869638,7102.16%+19,842
ADOBE INC(ADBE)416,181430,499+14,318203,508219,5110.74%+16,003
ZOETIS INC(ZTS)597,200676,820+79,620102,844117,7530.40%+14,909
CHUBB LIMITED
COM
1,036,9191,029,599-7,320199,669214,3420.72%+14,673
TEXAS INSTRS INC(TXN)3,331,0243,855,094+524,070599,651612,9992.07%+13,348
VERISK ANALYTICS INC(VRSK)495,939529,779+33,840112,097125,1550.42%+13,058
DIAGEO PLC(DEO)627,780812,539+184,759108,907121,2150.41%+12,307
GARTNER INC(IT)182,498220,719+38,22163,93175,8410.26%+11,910
SHERWIN WILLIAMS CO(SHW)584,394648,876+64,482155,168165,4960.56%+10,327
CHARTER COMMUNICATIONS INC N(CHTR)35,50951,719+16,21013,04522,7470.08%+9,702
BLACKROCK INC(BLK)579,424632,860+53,436400,463409,1381.38%+8,675
CANADIAN PACIFIC KANSAS CITY(CP)3,754,3314,183,662+429,331303,237311,3061.05%+8,069
BERKSHIRE HATHAWAY INC DEL384389+5198,839206,7450.70%+7,906
CURTISS WRIGHT CORP(CW)121,400147,256+25,85622,29628,8080.10%+6,511
MSCI INC(MSCI)019,548+19,548010,0300.03%+10,030
ORACLE CORP(ORCL)0108,489+108,489011,4910.04%+11,491
ACCENTURE PLC IRELAND
SHS CLASS A
035,082+35,082010,7740.04%+10,774
KINDER MORGAN INC DEL(KMI)3,395,8303,833,900+438,07058,47663,5660.21%+5,090
ICON PLC(ICLR)031,840+31,84007,8410.03%+7,841
TAIWAN SEMICONDUCTOR MFG LTD(TSM)089,509+89,50907,7780.03%+7,778
OVINTIV INC(OVV)0183,225+183,22508,7160.03%+8,716
LINCOLN ELEC HLDGS INC(LECO)147,300182,850+35,55029,25833,2400.11%+3,982
ROCKWELL AUTOMATION INC(ROK)021,612+21,61206,1780.02%+6,178
SPOTIFY TECHNOLOGY S A(SPOT)029,040+29,04004,4910.02%+4,491
BROADRIDGE FINL SOLUTIONS IN(BR)934,081881,251-52,830154,712157,7880.53%+3,076
ONEOK INC NEW(OKE)091,666+91,66605,8140.02%+5,814
INTERCONTINENTAL EXCHANGE IN(ICE)2,111,5472,194,017+82,470238,774241,3860.81%+2,612
YUM CHINA HLDGS INC(YUMC)047,420+47,42002,6420.01%+2,642
BERKSHIRE HATHAWAY INC DEL330,541328,485-2,056112,714115,0680.39%+2,354
HDFC BANK LTD(HDB)064,500+64,50003,8060.01%+3,806
PLAINS ALL AMERN PIPELINE L(PAA)1,653,5951,661,314+7,71923,31625,4510.09%+2,136
CATERPILLAR INC(CAT)39,17442,545+3,3719,63911,6150.04%+1,976
CSX CORP(CSX)0134,349+134,34904,1310.01%+4,131
TOTALENERGIES SE(TTE)304,776293,430-11,34617,56719,2960.07%+1,729
CHECK POINT SOFTWARE TECH LT
ORD
018,095+18,09502,4120.01%+2,412
ALPHABET INC(GOOG)59,94564,263+4,3187,1758,4090.03%+1,234
COCA-COLA EUROPACIFIC PARTNE
SHS
036,000+36,00002,2490.01%+2,249
AMGEN INC(AMGN)26,32425,774-5505,8446,9270.02%+1,083
TARGA RES CORP(TRGP)09,669+9,66908290.00%+829
AIR PRODS & CHEMS INC1,451,3341,536,825+85,491434,718435,5361.47%+818
GENERAL ELECTRIC CO(GE)06,727+6,72707440.00%+744
MPLX LP(MPLX)020,814+20,81407400.00%+740
CROWN HLDGS INC(CCK)016,200+16,20001,4330.00%+1,433
CONSTELLATION BRANDS INC(STZ)012,420+12,42003,1220.01%+3,122
KENVUE INC(KVUE)035,168+35,16807060.00%+706
EATON CORP PLC(ETN)06,271+6,27101,3370.00%+1,337
BLACK STONE MINERALS L P(BSM)490,740490,74007,8278,4550.03%+628
ENERGY TRANSFER L P(ET)044,573+44,57306250.00%+625
WILLIAMS COS INC(WMB)017,585+17,58505920.00%+592
SCHLUMBERGER LTD(SLB)061,728+61,72803,5990.01%+3,599
SHELL PLC(SHEL)251,415244,471-6,94415,18015,7390.05%+559
SALESFORCE INC(CRM)02,478+2,47805020.00%+502
DELL TECHNOLOGIES INC(DELL)06,954+6,95404790.00%+479
BOSTON SCIENTIFIC CORP(BSX)014,043+14,04307410.00%+741
STANLEY BLACK & DECKER INC(SWK)05,333+5,33304460.00%+446
OTIS WORLDWIDE CORP(OTIS)848,504945,856+97,35275,52575,9620.26%+436
CISCO SYS INC(CSCO)037,819+37,81902,0330.01%+2,033
GILEAD SCIENCES INC(GILD)015,598+15,59801,1690.00%+1,169
BOEING CO(BA)02,158+2,15804140.00%+414
WESTERN MIDSTREAM PARTNERS L(WES)014,704+14,70404000.00%+400
MARVELL TECHNOLOGY INC(MRVL)07,223+7,22303910.00%+391
APTIV PLC(APTV)03,904+3,90403850.00%+385
MARTIN MARIETTA MATLS INC(MLM)02,314+2,31409500.00%+950
CARRIER GLOBAL CORPORATION(CARR)087,603+87,60304,8360.02%+4,836
OLD DOMINION FREIGHT LINE IN(ODFL)0924+92403780.00%+378
CHENIERE ENERGY INC(LNG)02,163+2,16303590.00%+359
COSTCO WHSL CORP NEW(COST)13,01913,036+177,0097,3650.02%+356
AMEREN CORP(AEE)04,747+4,74703550.00%+355
NRG ENERGY INC(NRG)08,500+8,50003270.00%+327
KLA CORP(KLAC)0692+69203170.00%+317
XCEL ENERGY INC(XEL)05,272+5,27203020.00%+302
CAMPBELL SOUP CO(CPB)015,100+15,10006200.00%+620
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