FULTON BREAKEFIELD BROENNIMAN LLC Q1 2021 Filing

Filed April 9, 2021

Portfolio Value

$1.1T

Holdings

177

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (177 positions)

#StockSharesValue% PortfolioType
1
AGGISHARES TR
374,472$42.6B3.94%
2
MSFTMICROSOFT CORP
170,920$40.3B3.73%
3
AAPLAPPLE INC
329,372$40.2B3.72%
4
IWMISHARES TR
130,549$28.8B2.67%
5
LOWLOWES COS INC
150,199$28.6B2.64%
6
BRK/BBERKSHIRE HATHAWAY INC DEL
102,963$26.3B2.43%
7
UNHUNITEDHEALTH GROUP INC
70,376$26.2B2.42%
8
GOOGLALPHABET INC
12,400$25.6B2.37%
9
PGRPROGRESSIVE CORP
264,168$25.3B2.34%
10
IVVISHARES TR
63,346$25.2B2.33%
11
VVISA INC
116,644$24.7B2.28%
12
LLYLILLY ELI & CO
127,996$23.9B2.21%
13
CWBSPDR SER TR
281,982$23.5B2.17%
14
DHRDANAHER CORPORATION
103,892$23.4B2.16%
15
LQDISHARES TR
170,187$22.1B2.05%
16
AMZNAMAZON COM INC
6,630$20.5B1.90%
17
IJHISHARES TR
77,929$20.3B1.88%
18
JNJJOHNSON & JOHNSON
120,725$19.8B1.84%
19
NEENEXTERA ENERGY INC
259,323$19.6B1.81%
20
PNCPNC FINL SVCS GROUP INC
111,599$19.6B1.81%
21
ACNACCENTURE PLC IRELAND
70,338$19.4B1.80%
22
AMTAMERICAN TOWER CORP NEW
79,880$19.1B1.77%
23
HRBBLOCK H & R INC
873,807$19.0B1.76%
24
CHDCHURCH & DWIGHT INC
210,833$18.4B1.70%
25
SJNKSPDR SER TR
652,529$17.8B1.65%
26
ROPROPER TECHNOLOGIES INC
41,915$16.9B1.56%
27
CLXCLOROX CO DEL
86,630$16.7B1.55%
28
USBUS BANCORP DEL
300,770$16.6B1.54%
29
METAFACEBOOK INC
56,300$16.6B1.53%
30
TIPISHARES TR
124,833$15.7B1.45%
31
MCDMCDONALDS CORP
66,127$14.8B1.37%
32
UNPUNION PAC CORP
66,434$14.6B1.35%
33
SPYDSPDR SER TR
354,637$13.7B1.26%
34
CRMSALESFORCE COM INC
64,272$13.6B1.26%
35
ADBEADOBE SYSTEMS INCORPORATED
27,782$13.2B1.22%
36
HONHONEYWELL INTL INC
60,684$13.2B1.22%
37
IEFISHARES TR
116,197$13.1B1.21%
38
SPYSPDR S&P 500 ETF TR
32,213$12.8B1.18%
39
PFFISHARES TR
329,201$12.6B1.17%
40
SONYSONY CORP
119,220$12.6B1.17%
41
BAXBAXTER INTL INC
140,465$11.8B1.10%
42
ELLAUDER ESTEE COS INC
39,822$11.6B1.07%
43
XELXCEL ENERGY INC
173,376$11.5B1.07%
44
PEPPEPSICO INC
80,663$11.4B1.06%
45
PFEPFIZER INC
312,482$11.3B1.05%
46
LINLINDE PLC
39,793$11.1B1.03%
47
BACVERIZON COMMUNICATIONS INC
189,429$11.0B1.02%
48
RTXRAYTHEON TECHNOLOGIES CORP
140,141$10.8B1.00%
49
CVXCHEVRON CORP NEW
89,915$9.4B0.87%
50
LDOSLEIDOS HOLDINGS INC
90,017$8.7B0.80%
51
NKENIKE INC
63,541$8.4B0.78%
52
TJXTJX COS INC NEW
120,349$8.0B0.74%
53
ABBVABBVIE INC
73,557$8.0B0.74%
54
MUBISHARES TR
57,194$6.6B0.61%
55
RSPINVESCO EXCHANGE TRADED FD T
36,434$5.2B0.48%
56
IJKISHARES TR
64,575$5.1B0.47%
57
IAUISHARES TR
183,387$4.8B0.44%
58
IAUISHARES TR
174,878$4.5B0.41%
59
IBDPISHARES TR
163,488$4.3B0.40%
60
ISHARES TR
138,460$3.4B0.32%
61
IBDQISHARES TR
123,675$3.3B0.31%
62
AQLTISHARES TR
25,070$2.9B0.26%
63
IWRISHARES TR
30,998$2.3B0.21%
64
NDQINVESCO QQQ TR
7,161$2.3B0.21%
65
MARMARRIOTT INTL INC NEW
14,484$2.1B0.20%
66
IWOISHARES TR
6,102$1.8B0.17%
67
TSLATESLA INC
2,619$1.7B0.16%
68
SCHMSCHWAB STRATEGIC TR
23,171$1.7B0.16%
69
IWNISHARES TR
10,562$1.7B0.16%
70
AMGNAMGEN INC
6,725$1.7B0.15%
71
SCHASCHWAB STRATEGIC TR
15,666$1.6B0.14%
72
IBDRISHARES TR
54,235$1.4B0.13%
73
DISDISNEY WALT CO
7,353$1.4B0.13%
74
GOOGALPHABET INC
647$1.3B0.12%
75
PGPROCTER AND GAMBLE CO
9,153$1.2B0.11%
76
MMM3M CO
6,423$1.2B0.11%
77
INTCINTEL CORP
18,963$1.2B0.11%
78
KMBKIMBERLY-CLARK CORP
8,495$1.2B0.11%
79
XOMEXXON MOBIL CORP
19,986$1.1B0.10%
80
SYKSTRYKER CORPORATION
4,209$1.0B0.09%
81
HDHOME DEPOT INC
3,232$987.0M0.09%
82
XLKSELECT SECTOR SPDR TR
7,062$938.0M0.09%
83
ZBRAZEBRA TECHNOLOGIES CORPORATI
1,933$938.0M0.09%
84
SNPSSYNOPSYS INC
3,344$829.0M0.08%
85
MRKMERCK & CO. INC
10,697$825.0M0.08%
86
KOCOCA COLA CO
15,502$817.0M0.08%
87
XYZSQUARE INC
3,203$727.0M0.07%
88
CSGPCOSTAR GROUP INC
857$704.0M0.07%
89
VTIVANGUARD INDEX FDS
3,373$697.0M0.06%
90
GRMNGARMIN LTD
4,922$649.0M0.06%
91
NOCNORTHROP GRUMMAN CORP
2,003$648.0M0.06%
92
IEIISHARES TR
4,765$619.0M0.06%
93
COSTCOSTCO WHSL CORP NEW
1,744$615.0M0.06%
94
PYPLPAYPAL HLDGS INC
2,493$605.0M0.06%
95
SHOPSHOPIFY INC
545$603.0M0.06%
96
JPMJPMORGAN CHASE & CO
3,952$602.0M0.06%
97
ZTSZOETIS INC
3,811$600.0M0.06%
98
ADIANALOG DEVICES INC
3,796$589.0M0.05%
99
DDOMINION ENERGY INC
7,727$587.0M0.05%
100
DUKDUKE ENERGY CORP NEW
6,007$580.0M0.05%
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