FULTON BREAKEFIELD BROENNIMAN LLC Q1 2024 Filing

Filed April 29, 2024

Portfolio Value

$1.3T

Holdings

181

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (181 positions)

#StockSharesValue% PortfolioType
101
PHPARKER-HANNIFIN CORP
1,195$664.2M0.05%
102
ISRGINTUITIVE SURGICAL INC
1,646$656.9M0.05%
103
HONHONEYWELL INTL INC
3,013$618.5M0.05%
104
ASMLASML HOLDING N V
614$595.9M0.05%
105
MRVLMARVELL TECHNOLOGY INC
8,090$573.4M0.04%
106
CSCOCISCO SYS INC
11,463$572.1M0.04%
107
CLXCLOROX CO DEL
3,526$539.9M0.04%
108
IBMINTERNATIONAL BUSINESS MACHS
2,658$507.6M0.04%
109
MCHPMICROCHIP TECHNOLOGY INC.
5,655$507.3M0.04%
110
ATOATMOS ENERGY CORP
4,233$503.2M0.04%
111
SNPSSYNOPSYS INC
869$496.6M0.04%
112
HRBBLOCK H & R INC
10,020$492.1M0.04%
113
MDLZMONDELEZ INTL INC
6,979$488.5M0.04%
114
NVRNVR INC
59$477.9M0.04%
115
MDYSPDR S&P MIDCAP 400 ETF TR
850$472.7M0.04%
116
DUKDUKE ENERGY CORP NEW
4,790$463.2M0.04%
117
COWZPACER FDS TR
7,919$460.2M0.04%
118
GQ9SPDR GOLD TR
2,219$456.5M0.04%
119
PLDPROLOGIS INC.
3,324$432.9M0.03%
120
IWOISHARES TR
1,528$413.8M0.03%
121
ELVELEVANCE HEALTH INC
796$412.8M0.03%
122
AEPAMERICAN ELEC PWR CO INC
4,680$403.0M0.03%
123
NFLXNETFLIX INC
658$399.3M0.03%
124
AXPAMERICAN EXPRESS CO
1,748$398.0M0.03%
125
INTCINTEL CORP
8,999$397.5M0.03%
126
TMOTHERMO FISHER SCIENTIFIC INC
676$392.6M0.03%
127
MNSTMONSTER BEVERAGE CORP NEW
6,579$390.0M0.03%
128
AMATAPPLIED MATLS INC
1,886$388.9M0.03%
129
ODFLOLD DOMINION FREIGHT LINE IN
1,738$381.2M0.03%
130
CALFPACER FDS TR
7,663$376.7M0.03%
131
DEDEERE & CO
913$374.9M0.03%
132
IBBISHARES TR
2,687$368.7M0.03%
133
CMGCHIPOTLE MEXICAN GRILL INC
125$363.3M0.03%
134
LMTLOCKHEED MARTIN CORP
790$359.5M0.03%
135
PFEPFIZER INC
12,583$349.2M0.03%
136
AMTAMERICAN TOWER CORP NEW
1,745$344.8M0.03%
137
NSCNORFOLK SOUTHN CORP
1,332$339.6M0.03%
138
SHWSHERWIN WILLIAMS CO
975$338.6M0.03%
139
ZTSZOETIS INC
1,991$336.9M0.03%
140
FLQMFRANKLIN TEMPLETON ETF TR
6,281$335.8M0.03%
141
CLCOLGATE PALMOLIVE CO
3,680$331.4M0.03%
142
EFGISHARES TR
3,080$319.7M0.02%
143
ORCLORACLE CORP
2,442$306.7M0.02%
144
MGKVANGUARD WORLD FD
1,061$304.1M0.02%
145
GSGOLDMAN SACHS GROUP INC
702$293.4M0.02%
146
COFCAPITAL ONE FINL CORP
1,919$285.8M0.02%
147
WMTWALMART INC
4,723$284.2M0.02%
148
ITWILLINOIS TOOL WKS INC
1,049$281.5M0.02%
149
EBAEBAY INC.
5,291$279.3M0.02%
150
QCOMQUALCOMM INC
1,633$276.5M0.02%
151
NRANRG ENERGY INC
4,078$276.0M0.02%
152
SOSOUTHERN CO
3,778$271.0M0.02%
153
VGTVANGUARD WORLD FD
513$268.7M0.02%
154
IWFISHARES TR
787$265.3M0.02%
155
SBUXSTARBUCKS CORP
2,900$265.1M0.02%
156
BMYBRISTOL-MYERS SQUIBB CO
4,738$257.0M0.02%
157
IWVISHARES TR
855$256.6M0.02%
158
APHAMPHENOL CORP NEW
2,199$253.7M0.02%
159
IBDVISHARES TR
11,769$251.9M0.02%
160
SCHBSCHWAB STRATEGIC TR
4,113$251.1M0.02%
161
PHATPHATHOM PHARMACEUTICALS INC
23,579$250.4M0.02%
162
MAMASTERCARD INCORPORATED
519$250.1M0.02%
163
IEIISHARES TR
2,149$248.9M0.02%
164
CITHE CIGNA GROUP
685$248.8M0.02%
165
DDOMINION ENERGY INC
5,027$247.3M0.02%
166
BIVVANGUARD BD INDEX FDS
3,142$236.9M0.02%
167
FBINFORTUNE BRANDS INNOVATIONS I
2,770$234.5M0.02%
168
IWDISHARES TR
1,277$228.7M0.02%
169
AVGOBROADCOM INC
172$228.0M0.02%
170
SPGIS&P GLOBAL INC
528$224.6M0.02%
171
OREALTY INCOME CORP
4,100$221.8M0.02%
172
MMM3M CO
2,088$221.5M0.02%
173
USBUS BANCORP DEL
4,870$217.7M0.02%
174
SCHFSCHWAB STRATEGIC TR
5,515$215.2M0.02%
175
BACVERIZON COMMUNICATIONS INC
5,021$210.7M0.02%
176
REGNREGENERON PHARMACEUTICALS
216$207.9M0.02%
177
CRWDCROWDSTRIKE HLDGS INC
640$205.2M0.02%
178
BCCCGLOBAL X FDS
5,092$202.7M0.02%
179
PYPLPAYPAL HLDGS INC
3,025$202.6M0.02%
180
INTUINTUIT
310$201.5M0.02%
181
TAT&T INC
10,988$193.4M0.01%
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