FULTON BREAKEFIELD BROENNIMAN LLC Q3 2019 Filing

Filed October 17, 2019

Portfolio Value

$786.2B

Holdings

169

Report Date

Q3 2019

Filing Type

13F-HR

All Holdings (169 positions)

#StockSharesValue% PortfolioType
101
DUKDUKE ENERGY CORP NEW
5,874$563.0M0.07%
102
HSYHERSHEY CO
3,584$555.0M0.07%
103
CHHCHOICE HOTELS INTL INC
6,193$551.0M0.07%
104
DEODIAGEO P L C
3,232$528.0M0.07%
105
MDLZMONDELEZ INTL INC
9,548$528.0M0.07%
106
CDWCDW CORP
4,262$525.0M0.07%
107
IWBISHARES TR
3,035$499.0M0.06%
108
COSTCOSTCO WHSL CORP NEW
1,677$483.0M0.06%
109
CSGPCOSTAR GROUP INC
783$464.0M0.06%
110
XLFSELECT SECTOR SPDR TR
16,302$456.0M0.06%
111
SCHESCHWAB STRATEGIC TR
18,005$452.0M0.06%
112
XLNXEURXILINX INC
4,670$448.0M0.06%
113
T7DTRANSDIGM GROUP INC
841$438.0M0.06%
114
AEPAMERICAN ELEC PWR CO INC
4,550$426.0M0.05%
115
AWIARMSTRONG WORLD INDS INC NEW
4,345$420.0M0.05%
116
ATOATMOS ENERGY CORP
3,662$417.0M0.05%
117
ZTSZOETIS INC
3,345$417.0M0.05%
118
MAMASTERCARD INC
1,476$401.0M0.05%
119
ELSEQUITY LIFESTYLE PPTYS INC
2,981$398.0M0.05%
120
VRTXVERTEX PHARMACEUTICALS INC
2,336$396.0M0.05%
121
SNPSSYNOPSYS INC
2,817$387.0M0.05%
122
VTIVANGUARD INDEX FDS
2,531$382.0M0.05%
123
GRMNGARMIN LTD
4,500$381.0M0.05%
124
ZBRAZEBRA TECHNOLOGIES CORP
1,809$373.0M0.05%
125
BSXBOSTON SCIENTIFIC CORP
9,050$368.0M0.05%
126
DNKNDUNKIN BRANDS GROUP INC
4,435$352.0M0.04%
127
ICEINTERCONTINENTAL EXCHANGE IN
3,803$351.0M0.04%
128
RNGRINGCENTRAL INC
2,739$344.0M0.04%
129
ABBVABBVIE INC
4,439$336.0M0.04%
130
WRKUSDWESTROCK CO
8,865$323.0M0.04%
131
AONAON PLC
1,670$323.0M0.04%
132
CFCF INDS HLDGS INC
6,523$321.0M0.04%
133
PFPTPROOFPOINT INC
2,467$318.0M0.04%
134
PCARPACCAR INC
4,517$316.0M0.04%
135
IDXXIDEXX LABS INC
1,160$315.0M0.04%
136
EAELECTRONIC ARTS INC
3,216$315.0M0.04%
137
CFGCITIZENS FINL GROUP INC
8,904$315.0M0.04%
138
LHXL3HARRIS TECHNOLOGIES INC
1,507$314.0M0.04%
139
NSCNORFOLK SOUTHERN CORP
1,730$311.0M0.04%
140
CPRTCOPART INC
3,871$311.0M0.04%
141
EEFTEURONET WORLDWIDE INC
2,108$308.0M0.04%
142
SHWSHERWIN WILLIAMS CO
558$307.0M0.04%
143
DRIDARDEN RESTAURANTS INC
2,555$302.0M0.04%
144
MDYSPDR S&P MIDCAP 400 ETF TR
855$301.0M0.04%
145
OSKOSHKOSH CORP
3,966$301.0M0.04%
146
IJRISHARES TR
3,841$299.0M0.04%
147
CLCOLGATE PALMOLIVE CO
4,004$294.0M0.04%
148
HDSUSDHD SUPPLY HLDGS INC
7,417$291.0M0.04%
149
MTCHEURMATCH GROUP INC
4,080$291.0M0.04%
150
IBBISHARES TR
2,878$286.0M0.04%
151
ONON SEMICONDUCTOR CORP
14,767$284.0M0.04%
152
VFCV F CORP
3,130$279.0M0.04%
153
4I1PHILIP MORRIS INTL INC
3,570$271.0M0.03%
154
PYPLPAYPAL HLDGS INC
2,602$270.0M0.03%
155
CMGCHIPOTLE MEXICAN GRILL INC
320$269.0M0.03%
156
YUMYUM BRANDS INC
2,337$265.0M0.03%
157
GPCGENUINE PARTS CO
2,619$261.0M0.03%
158
OREALTY INCOME CORP
3,323$255.0M0.03%
159
SOSOUTHERN CO
4,068$251.0M0.03%
160
BSVVANGUARD BD INDEX FD INC
3,013$243.0M0.03%
161
AFLAFLAC INC
4,474$234.0M0.03%
162
GQ9SPDR GOLD TRUST
1,660$231.0M0.03%
163
RPMRPM INTL INC
3,225$222.0M0.03%
164
SCHCSCHWAB STRATEGIC TR
6,964$221.0M0.03%
165
IDUISHARES TR
1,284$209.0M0.03%
166
VNQVANGUARD INDEX FDS
2,189$204.0M0.03%
167
ABTABBOTT LABS
2,405$201.0M0.03%
168
GEGENERAL ELECTRIC CO
12,095$108.0M0.01%
169
SIRIEURSIRIUS XM HLDGS INC
10,015$63.0M0.01%
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