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
101
ZBRAZEBRA TECHNOLOGIES CORPORATI
1,978$499.0M0.06%
102
PYPLPAYPAL HLDGS INC
2,489$490.0M0.06%
103
EAELECTRONIC ARTS INC
3,727$486.0M0.05%
104
IWBISHARES TR
2,585$484.0M0.05%
105
DC4DEXCOM INC
1,168$481.0M0.05%
106
CPRTCOPART INC
4,498$473.0M0.05%
107
CTXSEURCITRIX SYS INC
3,409$469.0M0.05%
108
AZNASTRAZENECA PLC
8,419$461.0M0.05%
109
CHTRCHARTER COMMUNICATIONS INC N
732$457.0M0.05%
110
HSYHERSHEY CO
3,182$456.0M0.05%
111
GRMNGARMIN LTD
4,786$454.0M0.05%
112
HUMHUMANA INC
1,074$445.0M0.05%
113
ICEINTERCONTINENTAL EXCHANGE IN
4,448$445.0M0.05%
114
MCHPMICROCHIP TECHNOLOGY INC.
4,303$442.0M0.05%
115
HZNPHORIZON THERAPEUTICS PUB L
5,649$439.0M0.05%
116
MDLZMONDELEZ INTL INC
7,609$437.0M0.05%
117
FTNTFORTINET INC
3,700$436.0M0.05%
118
TTWOTAKE-TWO INTERACTIVE SOFTWAR
2,596$429.0M0.05%
119
DEODIAGEO PLC
3,111$428.0M0.05%
120
ELSEQUITY LIFESTYLE PPTYS INC
6,932$425.0M0.05%
121
BAHBOOZ ALLEN HAMILTON HLDG COR
5,108$424.0M0.05%
122
XYZSQUARE INC
2,586$420.0M0.05%
123
EPAMEPAM SYS INC
1,258$407.0M0.05%
124
POOLPOOL CORP
1,199$401.0M0.05%
125
NVDANVIDIA CORPORATION
736$398.0M0.04%
126
IBBISHARES TR
2,907$394.0M0.04%
127
CSCOCISCO SYS INC
9,969$393.0M0.04%
128
OPTUALTICE USA INC
15,010$390.0M0.04%
129
NDAQNASDAQ INC
3,107$381.0M0.04%
130
RNGRINGCENTRAL INC
1,385$380.0M0.04%
131
XLNXEURXILINX INC
3,580$373.0M0.04%
132
NSCNORFOLK SOUTHN CORP
1,730$370.0M0.04%
133
ABBVABBVIE INC
4,136$362.0M0.04%
134
AEPAMERICAN ELEC PWR CO INC
4,365$357.0M0.04%
135
GENNORTONLIFELOCK INC
16,951$353.0M0.04%
136
CLCOLGATE PALMOLIVE CO
4,565$352.0M0.04%
137
EXREXTRA SPACE STORAGE INC
3,262$349.0M0.04%
138
SHWSHERWIN WILLIAMS CO
493$343.0M0.04%
139
CMGCHIPOTLE MEXICAN GRILL INC
275$342.0M0.04%
140
JPMJPMORGAN CHASE & CO
3,510$338.0M0.04%
141
AONAON PLC
1,631$336.0M0.04%
142
BABOEING CO
2,027$335.0M0.04%
143
ATOATMOS ENERGY CORP
3,407$326.0M0.04%
144
ADUNITED STATES CELLULAR CORP
11,014$325.0M0.04%
145
CMECME GROUP INC
1,906$319.0M0.04%
146
ABTABBOTT LABS
2,907$316.0M0.04%
147
PLDPROLOGIS INC.
3,099$312.0M0.04%
148
WMTWALMART INC
2,158$302.0M0.03%
149
GQ9SPDR GOLD TR
1,574$279.0M0.03%
150
QCOMQUALCOMM INC
2,342$276.0M0.03%
151
IJRISHARES TR
3,820$268.0M0.03%
152
BEPBROOKFIELD RENEWABLE PARTNER
4,995$262.0M0.03%
153
MDYSPDR S&P MIDCAP 400 ETF TR
770$261.0M0.03%
154
4I1PHILIP MORRIS INTL INC
3,295$247.0M0.03%
155
RPMRPM INTL INC
2,900$240.0M0.03%
156
BEPCBROOKFIELD RENEWABLE CORP
4,102$240.0M0.03%
157
TXNTEXAS INSTRS INC
1,674$239.0M0.03%
158
ALBALBEMARLE CORP
2,637$235.0M0.03%
159
AXPAMERICAN EXPRESS CO
2,273$228.0M0.03%
160
ISHARES TR
8,975$226.0M0.03%
161
TFCTRUIST FINL CORP
5,948$226.0M0.03%
162
BMYBRISTOL-MYERS SQUIBB CO
3,737$225.0M0.03%
163
VWOVANGUARD INTL EQUITY INDEX F
5,171$224.0M0.03%
164
OREALTY INCOME CORP
3,554$216.0M0.02%
165
BSVVANGUARD BD INDEX FDS
2,601$216.0M0.02%
166
SOSOUTHERN CO
3,939$214.0M0.02%
167
IWFISHARES TR
963$209.0M0.02%
168
VNQVANGUARD INDEX FDS
2,615$207.0M0.02%
169
CMCSACOMCAST CORP NEW
4,454$206.0M0.02%
170
VEUVANGUARD INTL EQUITY INDEX F
4,090$206.0M0.02%
171
IWVISHARES TR
1,030$202.0M0.02%
172
YUMYUM BRANDS INC
2,216$202.0M0.02%
173
GEGENERAL ELECTRIC CO
10,126$63.0M0.01%
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