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
101
SNPSSYNOPSYS INC
3,262$420.0M0.06%
102
AWIARMSTRONG WORLD INDS INC
5,225$415.0M0.06%
103
DEODIAGEO P L C
3,202$407.0M0.06%
104
ELSEQUITY LIFESTYLE PPTYS INC
6,947$399.0M0.06%
105
IWBISHARES TR
2,690$381.0M0.06%
106
CHHCHOICE HOTELS INTL INC
6,193$379.0M0.06%
107
EAELECTRONIC ARTS INC
3,731$374.0M0.06%
108
ZBRAZEBRA TECHNOLOGIES CORP
2,039$374.0M0.06%
109
FTNTFORTINET INC
3,686$373.0M0.06%
110
GRMNGARMIN LTD
4,874$365.0M0.05%
111
ATOATMOS ENERGY CORP
3,657$363.0M0.05%
112
ICEINTERCONTINENTAL EXCHANGE IN
4,393$355.0M0.05%
113
AEPAMERICAN ELEC PWR CO INC
4,380$350.0M0.05%
114
BABOEING CO
2,347$350.0M0.05%
115
ABBVABBVIE INC
4,465$340.0M0.05%
116
MDLZMONDELEZ INTL INC
6,758$338.0M0.05%
117
NEMNEWMONT CORP
7,283$330.0M0.05%
118
NOWSERVICENOW INC
1,147$329.0M0.05%
119
VTIVANGUARD INDEX FDS
2,491$321.0M0.05%
120
LHXL3HARRIS TECHNOLOGIES INC
1,772$319.0M0.05%
121
CPRTCOPART INC
4,506$309.0M0.05%
122
CMECME GROUP INC
1,786$309.0M0.05%
123
MCHPMICROCHIP TECHNOLOGY INC
4,552$309.0M0.05%
124
PFPTPROOFPOINT INC
2,912$299.0M0.04%
125
IBBISHARES TR
2,746$296.0M0.04%
126
BEPBROOKFIELD RENEWABLE PARTNER
6,837$291.0M0.04%
127
WFCWELLS FARGO CO NEW
10,094$290.0M0.04%
128
XLFSELECT SECTOR SPDR TR
13,866$289.0M0.04%
129
XLNXEURXILINX INC
3,580$279.0M0.04%
130
CLCOLGATE PALMOLIVE CO
4,140$275.0M0.04%
131
AONAON PLC
1,631$269.0M0.04%
132
NSCNORFOLK SOUTHERN CORP
1,730$253.0M0.04%
133
TSLATESLA INC
469$246.0M0.04%
134
WMTWALMART INC
2,154$245.0M0.04%
135
GQ9SPDR GOLD TRUST
1,649$244.0M0.04%
136
BSVVANGUARD BD INDEX FDS
2,951$243.0M0.04%
137
ADBEADOBE INC
748$238.0M0.04%
138
SOSOUTHERN CO
4,339$235.0M0.04%
139
SHWSHERWIN WILLIAMS CO
508$233.0M0.03%
140
4I1PHILIP MORRIS INTL INC
3,195$233.0M0.03%
141
PYPLPAYPAL HLDGS INC
2,384$228.0M0.03%
142
BSXBOSTON SCIENTIFIC CORP
6,805$222.0M0.03%
143
IJRISHARES TR
3,820$214.0M0.03%
144
REGNREGENERON PHARMACEUTICALS
436$213.0M0.03%
145
BIIBBIOGEN INC
666$211.0M0.03%
146
DC4DEXCOM INC
766$206.0M0.03%
147
PLDPROLOGIS INC.
2,548$205.0M0.03%
148
SHOPSHOPIFY INC
490$204.0M0.03%
149
CMGCHIPOTLE MEXICAN GRILL INC
310$203.0M0.03%
150
MDYSPDR S&P MIDCAP 400 ETF TR
770$202.0M0.03%
151
GEGENERAL ELECTRIC CO
12,125$96.0M0.01%
152
SIRIEURSIRIUS XM HLDGS INC
12,719$63.0M0.01%
PreviousPage 2 of 2