FULTON BREAKEFIELD BROENNIMAN LLC Q2 2020 Filing

Filed July 10, 2020

Portfolio Value

$822.9B

Holdings

164

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (164 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
166,991$34.0B4.13%
2
AAPLAPPLE INC
83,584$30.5B3.71%
3
AGGISHARES TR
235,274$27.8B3.38%
4
LQDISHARES TR
160,894$21.6B2.63%
5
UNHUNITEDHEALTH GROUP INC
70,715$20.9B2.53%
6
LOWLOWES COS INC
150,866$20.4B2.48%
7
VVISA INC
105,280$20.3B2.47%
8
BRK/BBERKSHIRE HATHAWAY INC DEL
107,812$19.2B2.34%
9
CLXCLOROX CO DEL
86,061$18.9B2.29%
10
IVVISHARES TR
60,332$18.7B2.27%
11
AMZNAMAZON COM INC
6,598$18.2B2.21%
12
AMTAMERICAN TOWER CORP NEW
69,190$17.9B2.17%
13
CHDCHURCH & DWIGHT INC
231,196$17.9B2.17%
14
GOOGLALPHABET INC
12,542$17.8B2.16%
15
DHRDANAHER CORPORATION
99,633$17.6B2.14%
16
IWMISHARES TR
122,637$17.6B2.13%
17
CWBSPDR SER TR
286,671$17.3B2.11%
18
JNJJOHNSON & JOHNSON
122,156$17.2B2.09%
19
PGRPROGRESSIVE CORP OHIO
205,869$16.5B2.00%
20
ROPROPER TECHNOLOGIES INC
41,415$16.1B1.95%
21
LLYLILLY ELI & CO
96,257$15.8B1.92%
22
NEENEXTERA ENERGY INC
64,049$15.4B1.87%
23
ACNACCENTURE PLC IRELAND
69,641$15.0B1.82%
24
INTCINTEL CORP
243,791$14.6B1.77%
25
TIPISHARES TR
110,874$13.6B1.66%
26
IEFISHARES TR
109,822$13.4B1.63%
27
CRMSALESFORCE COM INC
68,254$12.8B1.55%
28
IJHISHARES TR
69,442$12.3B1.50%
29
MCDMCDONALDS CORP
65,494$12.1B1.47%
30
PNCPNC FINL SVCS GROUP INC
109,478$11.5B1.40%
31
BAXBAXTER INTL INC
130,564$11.2B1.37%
32
UNPUNION PAC CORP
65,910$11.1B1.35%
33
XELXCEL ENERGY INC
170,406$10.7B1.29%
34
PEPPEPSICO INC
80,325$10.6B1.29%
35
PFFISHARES TR
306,291$10.6B1.29%
36
BACVERIZON COMMUNICATIONS INC
190,900$10.5B1.28%
37
SPYSPDR S&P 500 ETF TR
33,910$10.5B1.27%
38
PFEPFIZER INC
317,531$10.4B1.26%
39
ADBEADOBE INC
23,449$10.2B1.24%
40
METAFACEBOOK INC
44,199$10.0B1.22%
41
CVXCHEVRON CORP NEW
108,342$9.7B1.17%
42
RTXRAYTHEON TECHNOLOGIES CORP
146,139$9.0B1.09%
43
HONHONEYWELL INTL INC
61,054$8.8B1.07%
44
LINLINDE PLC
40,438$8.6B1.04%
45
EXREXTRA SPACE STORAGE INC
88,326$8.2B0.99%
46
SJNKSPDR SER TR
323,132$8.1B0.99%
47
ELLAUDER ESTEE COS INC
39,627$7.5B0.91%
48
MARMARRIOTT INTL INC NEW
83,808$7.2B0.87%
49
HRBBLOCK H & R INC
442,891$6.3B0.77%
50
NKENIKE INC
62,584$6.1B0.75%
51
TJXTJX COS INC NEW
119,248$6.0B0.73%
52
MUBISHARES TR
51,408$5.9B0.72%
53
RSPINVESCO EXCHANGE TRADED FD T
42,002$4.3B0.52%
54
IJKISHARES TR
16,336$3.7B0.44%
55
IAUISHARES TR
137,991$3.5B0.43%
56
IAUISHARES TR
127,873$3.4B0.41%
57
ISHARES TR
126,880$3.2B0.39%
58
IBDPISHARES TR
100,145$2.6B0.32%
59
AQLTISHARES TR
28,581$2.3B0.28%
60
PGPROCTER AND GAMBLE CO
19,097$2.3B0.28%
61
IWRISHARES TR
32,122$1.7B0.21%
62
AMGNAMGEN INC
7,018$1.7B0.20%
63
NDQINVESCO QQQ TR
6,601$1.6B0.20%
64
IWOISHARES TR
6,161$1.3B0.15%
65
SCHMSCHWAB STRATEGIC TR
24,065$1.3B0.15%
66
NFLXNETFLIX INC
2,714$1.2B0.15%
67
XOMEXXON MOBIL CORP
26,698$1.2B0.15%
68
SCHASCHWAB STRATEGIC TR
16,963$1.1B0.13%
69
ORCLORACLE CORP
19,762$1.1B0.13%
70
IWNISHARES TR
10,948$1.1B0.13%
71
TAT&T INC
32,044$969.0M0.12%
72
KMBKIMBERLY CLARK CORP
6,766$956.0M0.12%
73
TSLATESLA INC
884$955.0M0.12%
74
RNGRINGCENTRAL INC
3,297$940.0M0.11%
75
MMM3M CO
6,015$938.0M0.11%
76
SYKSTRYKER CORPORATION
5,081$916.0M0.11%
77
MRKMERCK & CO. INC
11,588$896.0M0.11%
78
IBDQISHARES TR
33,055$892.0M0.11%
79
XLKSELECT SECTOR SPDR TR
8,139$850.0M0.10%
80
DISDISNEY WALT CO
7,361$821.0M0.10%
81
VRTXVERTEX PHARMACEUTICALS INC
2,720$790.0M0.10%
82
GOOGALPHABET INC
542$766.0M0.09%
83
KOCOCA COLA CO
16,672$745.0M0.09%
84
HDHOME DEPOT INC
2,961$742.0M0.09%
85
DDOMINION ENERGY INC
8,810$715.0M0.09%
86
VACMARRIOTT VACTINS WORLDWID CO
8,418$692.0M0.08%
87
IEIISHARES TR
4,839$647.0M0.08%
88
SNPSSYNOPSYS INC
3,312$646.0M0.08%
89
CSGPCOSTAR GROUP INC
907$645.0M0.08%
90
USBUS BANCORP DEL
17,457$643.0M0.08%
91
CSCOCISCO SYS INC
13,469$628.0M0.08%
92
LMTLOCKHEED MARTIN CORP
1,719$627.0M0.08%
93
COSTCOSTCO WHSL CORP NEW
2,050$622.0M0.08%
94
NOCNORTHROP GRUMMAN CORP
2,019$621.0M0.08%
95
NEMNEWMONT CORP
9,505$587.0M0.07%
96
CDWCDW CORP
4,911$571.0M0.07%
97
IBMINTERNATIONAL BUSINESS MACHS
4,711$569.0M0.07%
98
SBUXSTARBUCKS CORP
7,373$543.0M0.07%
99
ZBRAZEBRA TECHNOLOGIES CORPORATI
2,091$535.0M0.07%
100
ZTSZOETIS INC
3,881$532.0M0.06%
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