FULTON BREAKEFIELD BROENNIMAN LLC Q1 2023 Filing

Filed April 25, 2023

Portfolio Value

$1.2T

Holdings

169

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (169 positions)

#StockSharesValue% PortfolioType
101
DISDISNEY WALT CO
6,811$682.0M0.06%
102
CLXCLOROX CO DEL
4,306$681.4M0.06%
103
CATCATERPILLAR INC
2,736$626.0M0.05%
104
SNPSSYNOPSYS INC
1,604$619.5M0.05%
105
QCOMQUALCOMM INC
4,698$599.4M0.05%
106
CSCOCISCO SYS INC
11,338$592.7M0.05%
107
SBUXSTARBUCKS CORP
5,493$572.0M0.05%
108
MDLZMONDELEZ INTL INC
7,706$537.3M0.05%
109
LMTLOCKHEED MARTIN CORP
1,120$529.6M0.05%
110
PFEPFIZER INC
12,942$528.0M0.05%
111
MMM3M CO
4,971$522.5M0.04%
112
ATOATMOS ENERGY CORP
4,413$495.9M0.04%
113
IBMINTERNATIONAL BUSINESS MACHS
3,677$482.0M0.04%
114
TMOTHERMO FISHER SCIENTIFIC INC
827$476.4M0.04%
115
MCHPMICROCHIP TECHNOLOGY INC.
5,661$474.3M0.04%
116
NVDANVIDIA CORPORATION
1,673$464.6M0.04%
117
BIVVANGUARD BD INDEX FDS
5,946$456.3M0.04%
118
AMDADVANCED MICRO DEVICES INC
4,616$452.4M0.04%
119
PLDPROLOGIS INC.
3,615$451.0M0.04%
120
NVRNVR INC
79$440.2M0.04%
121
MDYSPDR S&P MIDCAP 400 ETF TR
930$426.1M0.04%
122
ISRGINTUITIVE SURGICAL INC
1,654$422.5M0.04%
123
AEPAMERICAN ELEC PWR CO INC
4,539$413.0M0.04%
124
DDOMINION ENERGY INC
7,230$404.3M0.03%
125
PHPARKER-HANNIFIN CORP
1,198$402.7M0.03%
126
GQ9SPDR GOLD TR
2,192$401.6M0.03%
127
DEDEERE & CO
970$400.6M0.03%
128
ASMLASML HOLDING N V
575$391.4M0.03%
129
IEIISHARES TR
2,996$352.5M0.03%
130
GDGENERAL DYNAMICS CORP
1,524$347.8M0.03%
131
IBBISHARES TR
2,687$347.0M0.03%
132
NSCNORFOLK SOUTHN CORP
1,607$340.8M0.03%
133
BLKCHFBLACKROCK INC
505$337.9M0.03%
134
INTCINTEL CORP
10,233$334.3M0.03%
135
AXPAMERICAN EXPRESS CO
2,004$330.6M0.03%
136
ELVELEVANCE HEALTH INC
718$330.1M0.03%
137
BMYBRISTOL-MYERS SQUIBB CO
4,718$327.0M0.03%
138
FTNTFORTINET INC
4,803$319.2M0.03%
139
MRVLMARVELL TECHNOLOGY INC
7,220$312.6M0.03%
140
WMTWALMART INC
2,058$303.5M0.03%
141
EFGISHARES TR
3,200$299.8M0.03%
142
ZTSZOETIS INC
1,795$298.8M0.03%
143
ODFLOLD DOMINION FREIGHT LINE IN
866$295.2M0.03%
144
CLCOLGATE PALMOLIVE CO
3,916$294.3M0.03%
145
OREALTY INCOME CORP
4,460$282.4M0.02%
146
MRNAMODERNA INC
1,759$270.1M0.02%
147
BSVVANGUARD BD INDEX FDS
3,440$263.1M0.02%
148
CMGCHIPOTLE MEXICAN GRILL INC
153$261.4M0.02%
149
ORCLORACLE CORP
2,798$260.0M0.02%
150
ITWILLINOIS TOOL WKS INC
1,050$255.7M0.02%
151
TFCTRUIST FINL CORP
7,481$255.1M0.02%
152
PYPLPAYPAL HLDGS INC
3,252$247.0M0.02%
153
4I1PHILIP MORRIS INTL INC
2,480$241.2M0.02%
154
SOSOUTHERN CO
3,425$238.3M0.02%
155
EBAEBAY INC.
5,361$237.9M0.02%
156
ECLECOLAB INC
1,433$237.2M0.02%
157
SCHBSCHWAB STRATEGIC TR
4,901$234.5M0.02%
158
WTSWATTS WATER TECHNOLOGIES INC
1,389$233.8M0.02%
159
AMATAPPLIED MATLS INC
1,886$231.7M0.02%
160
GSGOLDMAN SACHS GROUP INC
707$231.4M0.02%
161
CITHE CIGNA GROUP
896$229.0M0.02%
162
TAT&T INC
11,870$228.5M0.02%
163
NFLXNETFLIX INC
661$228.4M0.02%
164
MAMASTERCARD INCORPORATED
621$225.6M0.02%
165
IWDISHARES TR
1,454$221.4M0.02%
166
SHWSHERWIN WILLIAMS CO
982$220.7M0.02%
167
IWFISHARES TR
894$218.4M0.02%
168
BACVERIZON COMMUNICATIONS INC
5,232$203.5M0.02%
169
IWVISHARES TR
855$201.3M0.02%
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