FAYEZ SAROFIM & CO Q1 2021 Filing

Filed May 13, 2021

Portfolio Value

$27.2B

Holdings

289

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (289 positions)

#StockSharesValue% PortfolioType
201
ICLRICONPlc
3,590$705.0M2.59%
202
ECOLUSEcology,Inc.
16,342$681.0M2.50%
203
VFCVFCorporation
8,395$671.0M2.47%
204
QCOMQualcommInc
4,900$650.0M2.39%
205
HDBHDFCBankLimitedSponsoredADR
8,145$633.0M2.33%
206
YUMYum!BrandsInc.
5,778$625.0M2.30%
207
PBProsperityBancsharesInc
8,338$624.0M2.29%
208
BABoeingCo
2,372$604.0M2.22%
209
JDJD.com,Inc.SponsoredADRClassA
7,154$603.0M2.22%
210
NWSNewsCorpClassB(New)
25,439$597.0M2.20%
211
AllegianceBancshares,Inc.
14,286$579.0M2.13%
212
CVSCVSHealthCorp.
7,635$574.0M2.11%
213
ADMArcher-Daniels-MidlandCo
9,732$555.0M2.04%
214
A4SAmeripriseFinancialInc.
2,250$523.0M1.92%
215
WMWasteManagementInc
3,946$509.0M1.87%
216
TSLATeslaMotorsInc.
750$501.0M1.84%
217
ETNEatonCorpPLC
3,520$487.0M1.79%
218
CMICummins,Inc
1,870$485.0M1.78%
219
SEICSEIInvestmentCo
7,900$481.0M1.77%
220
CR1USDCraneCo
5,099$479.0M1.76%
221
CRMSalesforceComInc.
2,240$475.0M1.75%
222
SMGScottsMiracle-GroCompanyClassA
1,847$452.0M1.66%
223
PAYXPaychexInc
4,346$426.0M1.57%
224
MXIMMaximIntegratedProducts,Inc.
4,598$420.0M1.54%
225
SCHWSchwab(Charles)Corp
6,391$417.0M1.53%
226
MLMMartinMariettaMtlsInc
1,220$410.0M1.51%
227
NTRSNorthernTrustCorp
3,823$402.0M1.48%
228
CHKPCheckPointSoftwareTech
3,545$397.0M1.46%
229
EXPEagleMaterialsInc.
2,944$396.0M1.46%
230
XIFRNexteraEnergyPartnersLP(MLP)
5,399$393.0M1.44%
231
MFCManulifeFinancialCorp
17,928$385.0M1.42%
232
REGNRegeneronPharmaceuticals
800$379.0M1.39%
233
HALHalliburtonCo
17,540$377.0M1.39%
234
IJKiSharesS&PMid-Cap400GrowthETF
4,680$367.0M1.35%
235
CLXCloroxCo
1,878$362.0M1.33%
236
USBUSBancorpDel
6,495$359.0M1.32%
237
CSLCarlisleCompaniesInc
2,181$359.0M1.32%
238
CPBCampbellSoupCompany
7,100$357.0M1.31%
239
MCOMoody'sCorp
1,182$353.0M1.30%
240
AG8AgilentTechnologiesInc
2,734$348.0M1.28%
241
DONSPDRDowJonesIndustrialAverageETFTrust
1,050$347.0M1.28%
242
GMGeneralMotorsCo.(New)
6,031$347.0M1.28%
243
SNOWSnowflake,Inc.ClassA
1,500$344.0M1.26%
244
YUMCYumChinaHoldingsInc
5,772$342.0M1.26%
245
GRMNGarminLtd
2,589$341.0M1.25%
246
CAGConAgraFoodsInc
9,076$341.0M1.25%
247
IVZInvescoPlc
13,391$338.0M1.24%
248
AMCXAMCNetworksInc.
6,216$330.0M1.21%
249
MTDMettler-ToledoIntl
285$329.0M1.21%
250
EBAeBayInc
5,378$329.0M1.21%
251
ECLEcolabInc
1,513$324.0M1.19%
252
ROSTRossStoresInc
2,666$320.0M1.18%
253
AIGAmericanIntlGroupInc
6,895$319.0M1.17%
254
DGDollarGeneralCorpNew
1,544$313.0M1.15%
255
AFLAFLACInc
6,100$312.0M1.15%
256
GEGeneralElectricCo
23,337$306.0M1.13%
257
NOCNorthropGrummanCorp
921$298.0M1.10%
258
XLUSelectSectorSPDRTr
4,626$296.0M1.09%
259
UALUnitedContinentalAirlinesHoldingsInc.
5,037$290.0M1.07%
260
GSKGlaxoSmithKlinePLCADR
8,131$290.0M1.07%
261
MSGSMadisonSquareGardenSportsCorp.ClassA
1,612$289.0M1.06%
262
AONAONPLC
1,248$287.0M1.06%
263
AEPAmericanElectricPower
3,385$287.0M1.06%
264
AZOAutoZoneInc.
200$281.0M1.03%
265
LYFTLyftIncClassA
4,370$276.0M1.01%
266
IWOIsharesTrustRussell2000GrowthIndexFund
914$275.0M1.01%
267
SOSouthernCo
4,338$270.0M0.99%
268
AMATAppliedMaterialsInc
2,000$267.0M0.98%
269
KRKrogerCo
7,348$264.0M0.97%
270
LUVSouthwestAirlinesCo
4,257$260.0M0.96%
271
WEPMagellanMidstreamPartnersLP(MLP)
5,926$257.0M0.94%
272
GWWGrainger(W.W.)Inc
628$252.0M0.93%
273
MSIMotorolaSolutions,Inc.
1,308$246.0M0.90%
274
7HPHPInc.
7,680$244.0M0.90%
275
FBSSFauquierBanksharesVA
11,200$238.0M0.88%
276
MRNAModerna,Inc.
1,800$236.0M0.87%
277
DDominionEnergy,Inc
3,090$235.0M0.86%
278
LWLambWestonHoldings,Inc.
3,024$234.0M0.86%
279
LPLALPLFinancialHoldingsInc.
1,600$227.0M0.83%
280
VLOValeroEnergyCorp
3,042$218.0M0.80%
281
CFRCullen/FrostBankersInc
1,982$216.0M0.79%
282
BRKRBrukerCorp.
3,290$211.0M0.78%
283
IJJiSharesS&PMid-Cap400ValueETF
2,060$210.0M0.77%
284
HCAHCAHoldings,Inc.
1,103$208.0M0.76%
285
WeingartenRealtyInv
7,687$207.0M0.76%
286
ETEnergyTransferLP(MLP)
21,272$163.0M0.60%
287
1D5APLxPharmaInc
13,729$124.0M0.46%
288
PAGPPlainsGPHoldgsLP(MLP)
11,500$108.0M0.40%
289
WTIW&TOFFSHOREINC
11,858$43.0M0.16%
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