FULTON BREAKEFIELD BROENNIMAN LLC Q1 2023 Filing

Filed April 25, 2023

Portfolio Value

$1.2B

Holdings

169

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (169 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
342,790$56.5T4854424.11%
2
MSFTMICROSOFT CORP
191,260$55.1T4735405.89%
3
IVVISHARES TR
89,744$36.9T3168248.02%
4
AGGISHARES TR
356,997$35.6T3054824.23%
5
BRK/BBERKSHIRE HATHAWAY INC DEL
106,665$32.9T2828435.15%
6
PGRPROGRESSIVE CORP
210,357$30.1T2584425.88%
7
UNHUNITEDHEALTH GROUP INC
59,472$28.1T2413704.70%
8
IJHISHARES TR
110,377$27.6T2371282.65%
9
VVISA INC
122,275$27.6T2367523.80%
10
GOOGLALPHABET INC
257,986$26.8T2298205.47%
11
DHRDANAHER CORPORATION
99,612$25.1T2156096.70%
12
IWMISHARES TR
133,408$23.8T2043930.52%
13
LLYLILLY ELI & CO
68,676$23.6T2025432.90%
14
LOWLOWES COS INC
114,117$22.8T1959767.95%
15
NEENEXTERA ENERGY INC
293,429$22.6T1942373.10%
16
CWBSPDR SER TR
316,354$21.2T1822172.75%
17
AMZNAMAZON COM INC
197,183$20.4T1749106.38%
18
LQDISHARES TR
178,070$19.5T1676214.53%
19
CHDCHURCH & DWIGHT CO INC
210,596$18.6T1598965.76%
20
MCDMCDONALDS CORP
66,113$18.5T1587543.38%
21
JNJJOHNSON & JOHNSON
117,730$18.2T1567136.57%
22
LINLINDE PLC
50,257$17.9T1534104.30%
23
SJNKSPDR SER TR
700,874$17.4T1495134.68%
24
SPYSPDR S&P 500 ETF TR
42,462$17.4T1492892.97%
25
ACNACCENTURE PLC IRELAND
60,078$17.2T1474617.69%
26
HRBBLOCK H & R INC
486,497$17.1T1472744.32%
27
ROPROPER TECHNOLOGIES INC
38,233$16.8T1446975.12%
28
SPYDSPDR SER TR
441,894$16.8T1442082.06%
29
AMTAMERICAN TOWER CORP NEW
81,621$16.7T1432333.47%
30
XELXCEL ENERGY INC
236,455$15.9T1369475.66%
31
TIPISHARES TR
143,438$15.8T1358102.93%
32
PNCPNC FINL SVCS GROUP INC
120,383$15.3T1314008.12%
33
ABBVABBVIE INC
94,650$15.1T1295439.21%
34
EXREXTRA SPACE STORAGE INC
87,660$14.3T1226566.16%
35
PEPPEPSICO INC
76,883$14.0T1203666.79%
36
CRMSALESFORCE INC
69,244$13.8T1188008.33%
37
PFFISHARES TR
439,056$13.7T1177175.34%
38
UNPUNION PAC CORP
67,848$13.7T1172697.43%
39
TSMTAIWAN SEMICONDUCTOR MFG LTD
139,223$13.0T1112178.29%
40
CVXCHEVRON CORP NEW
76,903$12.5T1077573.65%
41
TXNTEXAS INSTRS INC
65,790$12.2T1050958.89%
42
HONHONEYWELL INTL INC
61,717$11.8T1012972.15%
43
RTXRAYTHEON TECHNOLOGIES CORP
119,142$11.7T1002003.31%
44
USBUS BANCORP DEL
316,796$11.4T980784.94%
45
DEODIAGEO PLC
61,987$11.2T964500.16%
46
IJRISHARES TR
110,288$10.7T915886.38%
47
MRSHMARSH & MCLENNAN COS INC
62,550$10.4T894665.01%
48
ADBEADOBE SYSTEMS INCORPORATED
26,513$10.2T877455.83%
49
BRBROADRIDGE FINL SOLUTIONS IN
66,647$9.8T838903.49%
50
TJXTJX COS INC NEW
114,734$9.0T772102.63%
51
NKENIKE INC
68,234$8.4T718660.80%
52
ELLAUDER ESTEE COS INC
33,925$8.4T718052.26%
53
IEFISHARES TR
83,658$8.3T712126.67%
54
IBDPISHARES TR
295,516$7.3T624061.75%
55
IBDQISHARES TR
290,548$7.1T612073.08%
56
VIGVANGUARD SPECIALIZED FUNDS
46,189$7.1T610905.38%
57
IAUISHARES TR
281,233$7.1T608391.61%
58
ALBALBEMARLE CORP
30,312$6.7T575412.24%
59
IBDRISHARES TR
254,687$6.0T519029.65%
60
TSLATESLA INC
28,814$6.0T513360.76%
61
OEFISHARES TR
30,570$5.7T491035.83%
62
MUBISHARES TR
50,645$5.5T468596.86%
63
RSPINVESCO EXCHANGE TRADED FD T
30,569$4.4T379657.60%
64
IJKISHARES TR
59,490$4.3T365342.12%
65
VEAVANGUARD TAX-MANAGED FDS
64,835$2.9T251506.97%
66
NDQINVESCO QQQ TR
8,437$2.7T232533.40%
67
SCHPSCHWAB STRATEGIC TR
49,470$2.7T227758.94%
68
XOMEXXON MOBIL CORP
22,524$2.5T212118.17%
69
IBDSISHARES TR
96,594$2.3T197597.01%
70
AQLTISHARES TR
19,026$2.2T191462.74%
71
VWOVANGUARD INTL EQUITY INDEX F
50,945$2.1T176754.28%
72
AMGNAMGEN INC
8,277$2.0T171836.57%
73
ENPHENPHASE ENERGY INC
8,882$1.9T160397.36%
74
IWRISHARES TR
26,543$1.9T159383.64%
75
VTWOVANGUARD SCOTTSDALE FDS
23,129$1.7T143175.22%
76
PGPROCTER AND GAMBLE CO
9,971$1.5T127318.20%
77
SCHMSCHWAB STRATEGIC TR
21,404$1.5T124719.75%
78
VNQVANGUARD INDEX FDS
17,207$1.4T122710.52%
79
COSTCOSTCO WHSL CORP NEW
2,849$1.4T121580.01%
80
IBDTISHARES TR
52,828$1.3T113148.55%
81
MARMARRIOTT INTL INC NEW
7,745$1.3T110439.06%
82
IWNISHARES TR
9,344$1.3T109955.90%
83
GOOGALPHABET INC
12,037$1.3T107507.83%
84
MRKMERCK & CO INC
11,173$1.2T102086.01%
85
XLKSELECT SECTOR SPDR TR
7,793$1.2T101059.41%
86
NOCNORTHROP GRUMMAN CORP
2,534$1.2T100497.07%
87
ABTABBOTT LABS
11,525$1.2T100221.91%
88
KMBKIMBERLY-CLARK CORP
8,591$1.2T99029.48%
89
SCHASCHWAB STRATEGIC TR
26,208$1.1T94372.93%
90
IWOISHARES TR
4,755$1.1T92626.06%
91
KOCOCA COLA CO
16,780$1.0T89388.75%
92
JPMJPMORGAN CHASE & CO
7,546$983.3B84441.51%
93
SYKSTRYKER CORPORATION
3,421$976.6B83869.12%
94
VTIVANGUARD INDEX FDS
4,737$966.8B83025.44%
95
HDHOME DEPOT INC
3,187$940.4B80763.98%
96
SCHXSCHWAB STRATEGIC TR
19,143$926.0B79521.39%
97
BABOEING CO
4,093$869.5B74675.14%
98
DUKDUKE ENERGY CORP NEW
8,545$824.3B70791.59%
99
IWBISHARES TR
3,521$793.0B68099.36%
100
SEDGSOLAREDGE TECHNOLOGIES INC
2,388$725.8B62334.03%
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