Fund HoldingsFAYEZ SAROFIM & CO

Total Portfolio Value
$41.66B
Total Bought
$41.66B
Total Sold
$43.12B
Net Transaction
-$1.46B
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
APPLE INC(AAPL)014,400,530+14,400,53003,914,9289.40%+3,914,928
MICROSOFT CORP(MSFT)07,672,464+7,672,46403,710,5578.91%+3,710,557
ALPHABET INC-CL C(GOOG)07,796,352+7,796,35202,446,4955.87%+2,446,495
AMAZON.COM INC(AMZN)08,134,339+8,134,33901,877,5684.51%+1,877,568
PHILIP MORRIS INTERNATIONAL(PM)010,848,137+10,848,13701,740,0414.18%+1,740,041
NVIDIA CORP(NVDA)09,018,116+9,018,11601,681,8794.04%+1,681,879
META PLATFORMS INC(META)02,057,434+2,057,43401,358,0923.26%+1,358,092
COCA-COLA CO/THE(KO)015,585,165+15,585,16501,089,5592.62%+1,089,559
VISA INC-CLASS A SHARES(V)02,952,356+2,952,35601,035,4212.49%+1,035,421
JPMORGAN CHASE & CO(JPM)03,177,244+3,177,24401,023,7722.46%+1,023,772
EXXON MOBIL CORP08,252,417+8,252,4170993,0962.38%+993,096
CHEVRON CORP(CVX)06,312,145+6,312,1450962,0342.31%+962,034
MCDONALD'S CORP(MCD)02,728,362+2,728,3620833,8692.00%+833,869
S&P GLOBAL INC(SPGI)01,511,587+1,511,5870789,9401.90%+789,940
TAIWAN SEMICONDUCTOR-SP ADR(TSM)02,470,929+2,470,9290750,8911.80%+750,891
ASML HOLDING NV-NY REG SHS
N Y REGISTRY SHS
0672,756+672,7560719,7541.73%+719,754
INTUIT INC(INTU)01,060,542+1,060,5420702,5241.69%+702,524
MASTERCARD INC - A(MA)01,183,243+1,183,2430675,4901.62%+675,490
BLACKROCK INC(BLK)0623,292+623,2920667,1341.60%+667,134
INTUITIVE SURGICAL INC01,172,526+1,172,5260664,0721.59%+664,072
TEXAS INSTRUMENTS INC(TXN)03,619,966+3,619,9660628,0281.51%+628,028
ABBVIE INC(ABBV)02,584,208+2,584,2080590,4661.42%+590,466
PROGRESSIVE CORP(PGR)02,466,146+2,466,1460561,5911.35%+561,591
ABBOTT LABORATORIES04,480,520+4,480,5200561,3641.35%+561,364
ENTERPRISE PRODUCTS PARTNERS(EPD)016,768,791+16,768,7910537,6071.29%+537,607
UNITEDHEALTH GROUP INC(UNH)01,554,145+1,554,1450513,0391.23%+513,039
T ROWE PRICE GROUP INC(TROW)04,736,286+4,736,2860484,9011.16%+484,901
ELI LILLY & CO(LLY)0424,396+424,3960456,0901.09%+456,090
EATON CORP PLC(ETN)01,407,095+1,407,0950448,1741.08%+448,174
PROCTER & GAMBLE CO/THE(PG)03,047,650+3,047,6500436,7591.05%+436,759
ASTRAZENECA PLC-SPONS ADR(AZN)04,258,640+4,258,6400391,4970.94%+391,497
AUTOMATIC DATA PROCESSING01,371,761+1,371,7610352,8580.85%+352,858
BERKSHIRE HATHAWAY INC-CL B0690,442+690,4420347,0510.83%+347,051
CME GROUP INC(CME)01,250,467+1,250,4670341,4780.82%+341,478
CANADIAN PACIFIC KANSAS CITY(CP)04,635,776+4,635,7760341,3320.82%+341,332
CHUBB LTD
COM
01,071,430+1,071,4300334,4150.80%+334,415
INTERCONTINENTAL EXCHANGE INC(ICE)02,030,506+2,030,5060328,8610.79%+328,861
MORGAN STANLEY(MS)01,668,931+1,668,9310296,2850.71%+296,285
MARRIOTT INTERNATIONAL -CL A(MAR)0948,184+948,1840294,1640.71%+294,164
SERVICENOW INC(NOW)01,876,509+1,876,5090287,4620.69%+287,462
BERKSHIRE HATHAWAY INC-CL A0368+3680277,7660.67%+277,766
BLACKSTONE INC(BX)01,730,442+1,730,4420266,7300.64%+266,730
ALTRIA GROUP INC(MO)04,463,612+4,463,6120257,3720.62%+257,372
HOME DEPOT INC(HD)0743,210+743,2100255,7380.61%+255,738
BANK OF NEW YORK MELLON CORP01,919,649+1,919,6490222,8520.53%+222,852
NOVO-NORDISK A/S-SPONS ADR(NVO)04,234,749+4,234,7490215,4640.52%+215,464
DEERE & CO(DE)0458,552+458,5520213,4880.51%+213,488
SHERWIN-WILLIAMS CO/THE(SHW)0657,320+657,3200212,9920.51%+212,992
BROADRIDGE FINANCIAL SOLUTIO(BR)0904,102+904,1020201,7690.48%+201,769
MERCK & CO. INC.(MRK)01,739,889+1,739,8890183,1410.44%+183,141
EOG RESOURCES INC(EOG)01,741,001+1,741,0010182,8220.44%+182,822
UNION PACIFIC CORP(UNP)0770,899+770,8990178,3240.43%+178,324
WALMART INC(WMT)01,590,172+1,590,1720177,1610.43%+177,161
LINDE PLC(LIN)0400,841+400,8410170,9150.41%+170,915
PEPSICO INC(PEP)01,133,635+1,133,6350162,6990.39%+162,699
COSTAR GROUP INC(CSGP)02,241,437+2,241,4370150,7140.36%+150,714
VERISK ANALYTICS INC(VRSK)0614,926+614,9260137,5530.33%+137,553
JOHNSON & JOHNSON(JNJ)0659,056+659,0560136,3920.33%+136,392
MONDELEZ INTERNATIONAL INC-A(MDLZ)02,263,937+2,263,9370121,8680.29%+121,868
RTX CORP(RTX)0632,702+632,7020116,0370.28%+116,037
TELEDYNE TECHNOLOGIES INC(TDY)0152,188+152,188077,7270.19%+77,727
ZOETIS INC(ZTS)0607,599+607,599076,4480.18%+76,448
AMERICAN EXPRESS CO(AXP)0206,364+206,364076,3440.18%+76,344
CONOCOPHILLIPS(COP)0765,628+765,628071,6700.17%+71,670
SPDR S&P 500 ETF TRUST(SPY)0105,052+105,052071,6370.17%+71,637
CURTISS-WRIGHT CORP(CW)0121,724+121,724067,1030.16%+67,103
PHILLIPS 66(PSX)0508,265+508,265065,5870.16%+65,587
KINDER MORGAN INC(KMI)02,178,573+2,178,573059,8890.14%+59,889
OLD DOMINION FREIGHT LINE(ODFL)0295,098+295,098046,2710.11%+46,271
ADOBE INC(ADBE)0121,611+121,611042,5630.10%+42,563
CATERPILLAR INC(CAT)068,853+68,853039,4440.09%+39,444
SHELL PLC-ADR(SHEL)0528,214+528,214038,8130.09%+38,813
ALPHABET INC-CL A(GOOG)0107,762+107,762033,7300.08%+33,730
AIR PRODUCTS & CHEMICALS INC0134,342+134,342033,1850.08%+33,185
PLAINS ALL AMER PIPELINE LP(PAA)01,657,477+1,657,477029,7680.07%+29,768
ZILLOW GROUP INC - C(Z)0432,890+432,890029,5320.07%+29,532
OTIS WORLDWIDE CORP(OTIS)0328,353+328,353028,6820.07%+28,682
SPOTIFY TECHNOLOGY SA(SPOT)047,048+47,048027,3210.07%+27,321
WALT DISNEY CO/THE(DIS)0227,279+227,279025,8580.06%+25,858
LINCOLN ELECTRIC HOLDINGS(LECO)0106,351+106,351025,4860.06%+25,486
PROLOGIS INC(PLD)0199,467+199,467025,4640.06%+25,464
GARTNER INC(IT)098,242+98,242024,7850.06%+24,785
SAP SE-SPONSORED ADR(SAP)0101,787+101,787024,7250.06%+24,725
BROADCOM INC(AVGO)065,217+65,217022,5720.05%+22,572
ORACLE CORP(ORCL)0110,175+110,175021,4740.05%+21,474
ESTEE LAUDER COMPANIES-CL A(EL)0205,030+205,030021,4710.05%+21,471
MSCI INC(MSCI)032,245+32,245018,5000.04%+18,500
ACCENTURE PLC-CL A
SHS CLASS A
066,444+66,444017,8270.04%+17,827
ZILLOW GROUP INC - A(Z)0259,867+259,867017,7310.04%+17,731
AMGEN INC(AMGN)052,295+52,295017,1170.04%+17,117
DUKE ENERGY CORP(DUK)0137,139+137,139016,0740.04%+16,074
COMCAST CORP-CLASS A(CCZ)0502,224+502,224015,0110.04%+15,011
NIKE INC -CL B(NKE)0230,702+230,702014,6980.04%+14,698
VANGUARD TOTAL STOCK MARKET ETF043,329+43,329014,5270.03%+14,527
TARGET CORP(TGT)0143,622+143,622014,0390.03%+14,039
INTEL CORP(INTC)0369,168+369,168013,6220.03%+13,622
STARBUCKS CORP(SBUX)0151,305+151,305012,7410.03%+12,741
COSTCO WHOLESALE CORP(COST)014,557+14,557012,5530.03%+12,553
ALAMO GROUP INC066,500+66,500011,1630.03%+11,163
DIAGEO PLC-SPONSORED ADR(DEO)0124,248+124,248010,7190.03%+10,719
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