First Dallas Securities Inc.

CIK: 1378559SEC EDGAR →

Portfolio Value

$67.2B

Holdings

125

As of

Q2 2026

New Positions

17

Closed Positions

12

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

Freeport-Mcmoran Inc Cl B

122,137$7.7B
11.44%
2

Oneok Inc

66,126$5.7B
8.56%
3

Uber Technologies Inc

73,705$5.3B
7.92%
4

Terawulf Inc

139,750$3.5B
5.14%
5

Millrose Properties Inc Cl A

110,600$3.3B
4.95%
6

Expand Energy Corporation

33,574$3.1B
4.56%
7

Frontview Reit Inc COM

114,700$2.3B
3.45%
8

First Watch Restaurant Group I

177,250$2.3B
3.40%
9

Capital Southwest Corp

90,468$2.2B
3.20%
10

Xcel Energy Inc Com

23,245$1.9B
2.78%

Quarterly Changes

Top Buys

RHP↑ Increased
$3.3B
EXE↑ Increased
$3.1B
UPS↑ Increased
$2.9B
NVONEW
$1.0B
LUV↑ Increased
$992.6M

Top Sells

WHR↓ Decreased
$1.8B
WULF↓ Decreased
$1.2B
OKE↓ Decreased
$724.6M
DKNG↓ Decreased
$650.3M
T↓ Decreased
$648.6M

New Positions (19)

$1.0B · 21K shares
$766.5M · 24K shares
$564.4M · 39K shares
$349.3M · 4K shares
$315.0M · 17K shares
$293.2M · 17K shares
$278.3M · 19K shares
$3.8M · 26K shares
$1.3M · 12K shares
$1.1M · 3K shares
$525K · 3K shares
$493K · 3K shares
$361K · 800 shares
$326K · 2K shares
Honeywell Intl Inc
$263K · 1K shares
Honeywell Aerospace Inc
$260K · 1K shares
$236K · 2K shares
$201K · 1K shares
$200K · 1K shares

Closed Positions (12)

$520.0M · 28K shares
$291.0M · 3K shares
$266.8M · 14K shares
$221.5M · 25K shares
$192.7M · 44K shares
$1.3M · 5K shares
$1.1M · 10K shares
$531K · 2K shares
$427K · 3K shares
$398K · 3K shares
$368K · 1K shares
$207K · 450 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services14$12.8B19.1%
Basic Materials6$10.9B16.2%
Energy9$10.8B16.1%
Consumer Cyclical16$8.9B13.2%
Technology20$7.0B10.4%
Real Estate6$6.7B10.0%
Utilities7$2.4B3.6%
Healthcare10$2.4B3.5%
Industrials20$2.3B3.4%
Communication Services5$2.2B3.3%
Consumer Defensive6$792.1M1.2%
Unknown6$6.8M0.0%