FULTON BREAKEFIELD BROENNIMAN LLC Q1 2020 Filing

Filed April 10, 2020

Portfolio Value

$669.9B

Holdings

152

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (152 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
161,678$25.5B3.81%
2
AGGISHARES TR
220,334$25.4B3.79%
3
LQDISHARES TR
154,785$19.1B2.85%
4
AAPLAPPLE INC
73,180$18.6B2.78%
5
BRK/BBERKSHIRE HATHAWAY INC DEL
99,686$18.2B2.72%
6
UNHUNITEDHEALTH GROUP INC
69,775$17.4B2.60%
7
VVISA INC
103,090$16.6B2.48%
8
JNJJOHNSON & JOHNSON
120,124$15.8B2.35%
9
IVVISHARES TR
60,353$15.6B2.33%
10
NEENEXTERA ENERGY INC
62,019$14.9B2.23%
11
PGRPROGRESSIVE CORP OHIO
200,616$14.8B2.21%
12
CLXCLOROX CO DEL
85,051$14.7B2.20%
13
AMTAMERICAN TOWER CORP NEW
67,475$14.7B2.19%
14
CHDCHURCH & DWIGHT INC
226,172$14.5B2.17%
15
GOOGLALPHABET INC
12,333$14.3B2.14%
16
IWMISHARES TR
117,143$13.4B2.00%
17
CWBSPDR SER TR
279,173$13.4B1.99%
18
DHRDANAHER CORPORATION
95,704$13.2B1.98%
19
LOWLOWES COS INC
149,877$12.9B1.93%
20
LLYLILLY ELI & CO
92,507$12.8B1.92%
21
IEFISHARES TR
104,375$12.7B1.89%
22
TIPISHARES TR
106,665$12.6B1.88%
23
TJXTJX COS INC NEW
251,579$12.0B1.80%
24
AMZNAMAZON COM INC
6,159$12.0B1.79%
25
ACNACCENTURE PLC IRELAND
67,150$11.0B1.64%
26
PNCPNC FINL SVCS GROUP INC
108,261$10.4B1.55%
27
PFEPFIZER INC
314,437$10.3B1.53%
28
ROPROPER TECHNOLOGIES INC
32,738$10.2B1.52%
29
INTCINTEL CORP
188,002$10.2B1.52%
30
JPMJPMORGAN CHASE & CO
111,396$10.0B1.50%
31
BACVERIZON COMMUNICATIONS INC
184,599$9.9B1.48%
32
SPYSPDR S&P 500 ETF TR
38,205$9.8B1.47%
33
PEPPEPSICO INC
81,639$9.8B1.46%
34
XELXCEL ENERGY INC
161,695$9.8B1.46%
35
IJHISHARES TR
65,371$9.4B1.40%
36
PFFISHARES TR
293,557$9.3B1.40%
37
UNPUNION PAC CORP
64,976$9.2B1.37%
38
FTVFORTIVE CORP
156,391$8.6B1.29%
39
EXREXTRA SPACE STORAGE INC
87,769$8.4B1.25%
40
HONHONEYWELL INTL INC
60,385$8.1B1.21%
41
CVXCHEVRON CORP NEW
109,478$7.9B1.18%
42
SJNKSPDR SER TR
310,267$7.3B1.09%
43
METAFACEBOOK INC
43,018$7.2B1.07%
44
LINLINDE PLC
39,993$6.9B1.03%
45
ELLAUDER ESTEE COS INC
39,665$6.3B0.94%
46
HRBBLOCK H & R INC
445,177$6.3B0.94%
47
MARMARRIOTT INTL INC NEW
83,570$6.1B0.92%
48
UTXZUNITED TECHNOLOGIES CORP
59,718$5.6B0.84%
49
MUBISHARES TR
47,822$5.4B0.81%
50
CRMSALESFORCE COM INC
36,706$5.3B0.79%
51
NKENIKE INC
61,290$5.1B0.76%
52
RTN1USDRAYTHEON CO
37,141$4.9B0.73%
53
RSPINVESCO EXCHANGE TRADED FD T
41,620$3.5B0.52%
54
IJKISHARES TR
16,621$3.0B0.44%
55
IAUISHARES TR
112,502$2.8B0.42%
56
ISHARES TR
108,910$2.7B0.40%
57
IAUISHARES TR
106,663$2.7B0.40%
58
IBDPISHARES TR
87,846$2.2B0.32%
59
AQLTISHARES TR
29,451$2.2B0.32%
60
PGPROCTER & GAMBLE CO
18,781$2.1B0.31%
61
AMGNAMGEN INC
7,018$1.4B0.21%
62
IWRISHARES TR
32,177$1.4B0.21%
63
MCDMCDONALDS CORP
7,425$1.2B0.18%
64
NDQINVESCO QQQ TR
6,117$1.2B0.17%
65
XOMEXXON MOBIL CORP
30,392$1.2B0.17%
66
SCHMSCHWAB STRATEGIC TR
25,668$1.1B0.16%
67
NFLXNETFLIX INC
2,699$1.0B0.15%
68
ORCLORACLE CORP
20,712$1.0B0.15%
69
IWOISHARES TR
6,136$971.0M0.14%
70
IWNISHARES TR
10,959$899.0M0.13%
71
MRKMERCK & CO. INC
11,513$886.0M0.13%
72
SCHASCHWAB STRATEGIC TR
16,990$875.0M0.13%
73
MMM3M CO
6,253$854.0M0.13%
74
SYKSTRYKER CORP
5,068$844.0M0.13%
75
TAT&T INC
28,344$826.0M0.12%
76
KMBKIMBERLY CLARK CORP
6,416$820.0M0.12%
77
HSBC HLDGS PLC
32,562$815.0M0.12%
78
XLKSELECT SECTOR SPDR TR
8,738$702.0M0.10%
79
KOCOCA COLA CO
15,819$700.0M0.10%
80
RNGRINGCENTRAL INC
3,239$686.0M0.10%
81
DISDISNEY WALT CO
6,966$673.0M0.10%
82
IEIISHARES TR
4,839$645.0M0.10%
83
VRTXVERTEX PHARMACEUTICALS INC
2,696$642.0M0.10%
84
DDOMINION ENERGY INC
8,763$633.0M0.09%
85
NOCNORTHROP GRUMMAN CORP
2,019$611.0M0.09%
86
LMTLOCKHEED MARTIN CORP
1,718$582.0M0.09%
87
HDHOME DEPOT INC
3,033$566.0M0.08%
88
GOOGALPHABET INC
462$537.0M0.08%
89
CSGPCOSTAR GROUP INC
896$526.0M0.08%
90
CSCOCISCO SYS INC
13,169$518.0M0.08%
91
USBUS BANCORP DEL
14,857$512.0M0.08%
92
IBDQISHARES TR
20,050$501.0M0.07%
93
DUKDUKE ENERGY CORP NEW
6,131$496.0M0.07%
94
COSTCOSTCO WHSL CORP NEW
1,720$490.0M0.07%
95
SBUXSTARBUCKS CORP
7,320$481.0M0.07%
96
IBMINTERNATIONAL BUSINESS MACHS
4,305$478.0M0.07%
97
VACMARRIOTT VACTINS WORLDWID CO
8,418$468.0M0.07%
98
CDWCDW CORP
4,851$452.0M0.07%
99
ZTSZOETIS INC
3,815$449.0M0.07%
100
HSYHERSHEY CO
3,384$448.0M0.07%
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