FULTON BREAKEFIELD BROENNIMAN LLC Q1 2022 Filing

Filed April 27, 2022

Portfolio Value

$1.1B

Holdings

158

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (158 positions)

StockValue
MSFTMICROSOFT CORP
$55.9M
AGGISHARES TR
$44.2M
IVVISHARES TR
$36.5M
UNHUNITEDHEALTH GROUP INC
$36.1M
GOOGLALPHABET INC
$35.9M
PGRPROGRESSIVE CORP
$31.6M
IWMISHARES TR
$31.3M
LOWLOWES COS INC
$30.0M
DHRDANAHER CORPORATION
$28.2M
VVISA INC
$26.8M
IJHISHARES TR
$26.2M
LLYLILLY ELI & CO
$25.4M
NEENEXTERA ENERGY INC
$23.6M
LQDISHARES TR
$23.4M
CWBSPDR SER TR
$22.6M
JNJJOHNSON & JOHNSON
$21.6M
PNCPNC FINL SVCS GROUP INC
$21.6M
ACNACCENTURE PLC IRELAND
$21.0M
CHDCHURCH & DWIGHT CO INC
$20.9M
AMTAMERICAN TOWER CORP NEW
$20.4M
TIPISHARES TR
$20.4M
ROPROPER TECHNOLOGIES INC
$20.0M
SPYSPDR S&P 500 ETF TR
$19.5M
SJNKSPDR SER TR
$19.1M
UNPUNION PAC CORP
$18.2M
SPYDSPDR SER TR
$17.7M
MCDMCDONALDS CORP
$16.7M
USBUS BANCORP DEL
$16.5M
PFFISHARES TR
$16.5M
CRMSALESFORCE COM INC
$16.4M
ABBVABBVIE INC
$15.0M
ADBEADOBE SYSTEMS INCORPORATED
$14.3M
CLXCLOROX CO DEL
$13.6M
SONYSONY GROUP CORPORATION
$13.3M
LINLINDE PLC
$13.3M
PEPPEPSICO INC
$13.2M
TXNTEXAS INSTRS INC
$12.7M
XELXCEL ENERGY INC
$12.4M
CVXCHEVRON CORP NEW
$12.3M
HONHONEYWELL INTL INC
$12.2M
ELLAUDER ESTEE COS INC
$11.5M
BRBROADRIDGE FINL SOLUTIONS IN
$11.5M
IEFISHARES TR
$11.1M
METAMETA PLATFORMS INC
$10.7M
BACVERIZON COMMUNICATIONS INC
$9.8M
NVDANVIDIA CORPORATION
$9.2M
NKENIKE INC
$9.1M
PFEPFIZER INC
$8.8M
TJXTJX COS INC NEW
$7.3M
IAUISHARES TR
$7.3M
VIGVANGUARD SPECIALIZED FUNDS
$7.2M
IBDPISHARES TR
$7.0M
OEFISHARES TR
$6.8M
TSLATESLA INC
$6.8M
IBDQISHARES TR
$6.7M
MUBISHARES TR
$6.6M
IAUISHARES TR
$5.4M
IBDRISHARES TR
$5.4M
RSPINVESCO EXCHANGE TRADED FD T
$5.0M
IJKISHARES TR
$4.9M
VWOVANGUARD INTL EQUITY INDEX F
$4.6M
PYPLPAYPAL HLDGS INC
$4.3M
NFLXNETFLIX INC
$4.0M
VEAVANGUARD TAX-MANAGED INTL FD
$3.3M
SCHPSCHWAB STRATEGIC TR
$3.3M
AQLTISHARES TR
$3.0M
IWRISHARES TR
$2.4M
BSVVANGUARD BD INDEX FDS
$1.9M
VNQVANGUARD INDEX FDS
$1.9M
MARMARRIOTT INTL INC NEW
$1.8M
SCHMSCHWAB STRATEGIC TR
$1.7M
GOOGALPHABET INC
$1.7M
XOMEXXON MOBIL CORP
$1.7M
IWNISHARES TR
$1.7M
COSTCOSTCO WHSL CORP NEW
$1.6M
SCHASCHWAB STRATEGIC TR
$1.4M
PGPROCTER AND GAMBLE CO
$1.4M
IWOISHARES TR
$1.4M
VTIVANGUARD INDEX FDS
$1.3M
EFGISHARES TR
$1.3M
MMM3M CO
$1.3M
SYKSTRYKER CORPORATION
$1.2M
KMBKIMBERLY-CLARK CORP
$1.2M
NOCNORTHROP GRUMMAN CORP
$1.1M
XLKSELECT SECTOR SPDR TR
$1.1M
MRKMERCK & CO INC
$960K
DISDISNEY WALT CO
$937K
KOCOCA COLA CO
$901K
DUKDUKE ENERGY CORP NEW
$897K
IWBISHARES TR
$881K
QCOMQUALCOMM INC
$863K
IBDSISHARES TR
$856K
HDHOME DEPOT INC
$846K
INTCINTEL CORP
$816K
VTWOVANGUARD SCOTTSDALE FDS
$796K
JPMJPMORGAN CHASE & CO
$676K
PLDPROLOGIS INC.
$670K
IJRISHARES TR
$633K
DDOMINION ENERGY INC
$622K
CSCOCISCO SYS INC
$603K
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