FULTON BREAKEFIELD BROENNIMAN LLC Q3 2020 Filing

Filed October 20, 2020

Portfolio Value

$887.5B

Holdings

173

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (173 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
317,049$36.7B4.14%
2
MSFTMICROSOFT CORP
166,475$35.0B3.95%
3
AGGISHARES TR
250,219$29.5B3.33%
4
LOWLOWES COS INC
150,781$25.0B2.82%
5
BRK/BBERKSHIRE HATHAWAY INC DEL
107,143$22.8B2.57%
6
LQDISHARES TR
162,994$22.0B2.47%
7
UNHUNITEDHEALTH GROUP INC
70,136$21.9B2.46%
8
DHRDANAHER CORPORATION
100,182$21.6B2.43%
9
VVISA INC
105,469$21.1B2.38%
10
AMZNAMAZON COM INC
6,562$20.7B2.33%
11
IVVISHARES TR
59,475$20.0B2.25%
12
CWBSPDR SER TR
284,773$19.6B2.21%
13
PGRPROGRESSIVE CORP
204,789$19.4B2.18%
14
CHDCHURCH & DWIGHT INC
205,456$19.3B2.17%
15
IWMISHARES TR
124,389$18.6B2.10%
16
GOOGLALPHABET INC
12,495$18.3B2.06%
17
JNJJOHNSON & JOHNSON
121,644$18.1B2.04%
18
CLXCLOROX CO DEL
85,161$17.9B2.02%
19
LLYLILLY ELI & CO
120,700$17.9B2.01%
20
NEENEXTERA ENERGY INC
64,275$17.8B2.01%
21
AMTAMERICAN TOWER CORP NEW
69,739$16.9B1.90%
22
ROPROPER TECHNOLOGIES INC
41,342$16.3B1.84%
23
ACNACCENTURE PLC IRELAND
69,585$15.7B1.77%
24
CRMSALESFORCE COM INC
61,309$15.4B1.74%
25
TIPISHARES TR
116,970$14.8B1.67%
26
MCDMCDONALDS CORP
65,672$14.4B1.62%
27
IEFISHARES TR
116,639$14.2B1.60%
28
IJHISHARES TR
70,566$13.1B1.47%
29
UNPUNION PAC CORP
65,984$13.0B1.46%
30
HRBBLOCK H & R INC
797,101$13.0B1.46%
31
INTCINTEL CORP
237,242$12.3B1.38%
32
ADBEADOBE SYSTEMS INCORPORATED
24,834$12.2B1.37%
33
PNCPNC FINL SVCS GROUP INC
108,893$12.0B1.35%
34
XELXCEL ENERGY INC
170,319$11.8B1.32%
35
PFEPFIZER INC
314,057$11.5B1.30%
36
METAFACEBOOK INC
43,914$11.5B1.30%
37
PFFISHARES TR
311,196$11.3B1.28%
38
BACVERIZON COMMUNICATIONS INC
189,935$11.3B1.27%
39
BAXBAXTER INTL INC
140,456$11.3B1.27%
40
SPYSPDR S&P 500 ETF TR
33,547$11.2B1.27%
41
PEPPEPSICO INC
80,269$11.1B1.25%
42
HONHONEYWELL INTL INC
60,715$10.0B1.13%
43
LINLINDE PLC
40,136$9.6B1.08%
44
ELLAUDER ESTEE COS INC
39,592$8.6B0.97%
45
SJNKSPDR SER TR
333,327$8.6B0.97%
46
RTXRAYTHEON TECHNOLOGIES CORP
144,774$8.3B0.94%
47
NKENIKE INC
62,244$7.8B0.88%
48
CVXCHEVRON CORP NEW
102,864$7.4B0.83%
49
MARMARRIOTT INTL INC NEW
79,222$7.3B0.83%
50
TJXTJX COS INC NEW
118,345$6.6B0.74%
51
MUBISHARES TR
55,409$6.4B0.72%
52
RSPINVESCO EXCHANGE TRADED FD T
39,033$4.2B0.48%
53
IAUISHARES TR
151,341$3.9B0.44%
54
IJKISHARES TR
16,134$3.9B0.43%
55
IAUISHARES TR
144,842$3.8B0.43%
56
ISHARES TR
139,360$3.5B0.39%
57
IBDPISHARES TR
116,837$3.1B0.35%
58
PGPROCTER AND GAMBLE CO
19,020$2.6B0.30%
59
AQLTISHARES TR
26,403$2.2B0.24%
60
IWRISHARES TR
31,632$1.8B0.20%
61
NDQINVESCO QQQ TR
6,420$1.8B0.20%
62
AMGNAMGEN INC
6,863$1.7B0.20%
63
TSLATESLA INC
3,660$1.6B0.18%
64
IBDQISHARES TR
57,775$1.6B0.18%
65
IWOISHARES TR
6,132$1.4B0.15%
66
SCHMSCHWAB STRATEGIC TR
24,216$1.3B0.15%
67
NFLXNETFLIX INC
2,315$1.2B0.13%
68
ORCLORACLE CORP
18,912$1.1B0.13%
69
SCHASCHWAB STRATEGIC TR
16,488$1.1B0.13%
70
IWNISHARES TR
10,931$1.1B0.12%
71
SYKSTRYKER CORPORATION
4,946$1.0B0.12%
72
KMBKIMBERLY CLARK CORP
6,805$1.0B0.11%
73
MRKMERCK & CO. INC
11,537$957.0M0.11%
74
MMM3M CO
5,913$947.0M0.11%
75
DISDISNEY WALT CO
7,339$911.0M0.10%
76
TAT&T INC
31,606$901.0M0.10%
77
XLKSELECT SECTOR SPDR TR
7,465$871.0M0.10%
78
HDHOME DEPOT INC
2,977$827.0M0.09%
79
XOMEXXON MOBIL CORP
23,763$816.0M0.09%
80
KOCOCA COLA CO
16,151$797.0M0.09%
81
GOOGALPHABET INC
533$783.0M0.09%
82
VACMARRIOTT VACTINS WORLDWID CO
8,418$764.0M0.09%
83
CSGPCOSTAR GROUP INC
892$757.0M0.09%
84
VRTXVERTEX PHARMACEUTICALS INC
2,679$729.0M0.08%
85
SNPSSYNOPSYS INC
3,247$695.0M0.08%
86
IEIISHARES TR
4,900$655.0M0.07%
87
LMTLOCKHEED MARTIN CORP
1,670$640.0M0.07%
88
DDOMINION ENERGY INC
8,102$640.0M0.07%
89
NOCNORTHROP GRUMMAN CORP
2,009$634.0M0.07%
90
SBUXSTARBUCKS CORP
7,374$634.0M0.07%
91
ZTSZOETIS INC
3,745$619.0M0.07%
92
COSTCOSTCO WHSL CORP NEW
1,741$618.0M0.07%
93
USBUS BANCORP DEL
16,874$605.0M0.07%
94
NEMNEWMONT CORP
9,440$599.0M0.07%
95
VTIVANGUARD INDEX FDS
3,291$561.0M0.06%
96
NOWSERVICENOW INC
1,148$557.0M0.06%
97
IBMINTERNATIONAL BUSINESS MACHS
4,489$546.0M0.06%
98
CHHCHOICE HOTELS INTL INC
6,193$532.0M0.06%
99
DUKDUKE ENERGY CORP NEW
5,945$526.0M0.06%
100
SHOPSHOPIFY INC
490$501.0M0.06%
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