FULTON BREAKEFIELD BROENNIMAN LLC Q3 2021 Filing

Filed October 25, 2021

Portfolio Value

$1.2T

Holdings

174

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (174 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
172,795$48.7B4.17%
2
AAPLAPPLE INC
329,511$46.6B3.99%
3
AGGISHARES TR
397,637$45.7B3.91%
4
GOOGLALPHABET INC
12,430$33.2B2.85%
5
IWMISHARES TR
137,923$30.2B2.58%
6
LOWLOWES COS INC
147,707$30.0B2.57%
7
BRK/BBERKSHIRE HATHAWAY INC DEL
104,012$28.4B2.43%
8
DHRDANAHER CORPORATION
91,667$27.9B2.39%
9
UNHUNITEDHEALTH GROUP INC
70,273$27.5B2.35%
10
IVVISHARES TR
62,977$27.1B2.32%
11
VVISA INC
117,334$26.1B2.24%
12
PGRPROGRESSIVE CORP
271,455$24.5B2.10%
13
CWBSPDR SER TR
286,312$24.4B2.09%
14
LQDISHARES TR
183,634$24.4B2.09%
15
IJHISHARES TR
87,446$23.0B1.97%
16
AMZNAMAZON COM INC
6,776$22.3B1.91%
17
HRBBLOCK H & R INC
886,289$22.2B1.90%
18
PNCPNC FINL SVCS GROUP INC
112,264$22.0B1.88%
19
AMTAMERICAN TOWER CORP NEW
79,360$21.1B1.80%
20
NEENEXTERA ENERGY INC
263,937$20.7B1.77%
21
LLYLILLY ELI & CO
86,203$19.9B1.71%
22
JNJJOHNSON & JOHNSON
121,334$19.6B1.68%
23
METAFACEBOOK INC
56,946$19.3B1.65%
24
ACNACCENTURE PLC IRELAND
59,929$19.2B1.64%
25
SJNKSPDR SER TR
688,794$18.9B1.62%
26
ROPROPER TECHNOLOGIES INC
41,676$18.6B1.59%
27
TIPISHARES TR
144,573$18.5B1.58%
28
USBUS BANCORP DEL
304,162$18.1B1.55%
29
CRMSALESFORCE COM INC
65,583$17.8B1.52%
30
CHDCHURCH & DWIGHT INC
211,462$17.5B1.50%
31
ADBEADOBE SYSTEMS INCORPORATED
28,554$16.4B1.41%
32
MCDMCDONALDS CORP
66,115$15.9B1.36%
33
SPYDSPDR SER TR
383,823$15.0B1.29%
34
PFFISHARES TR
380,387$14.8B1.26%
35
CLXCLOROX CO DEL
87,813$14.5B1.25%
36
SPYSPDR S&P 500 ETF TR
31,897$13.7B1.17%
37
SONYSONY GROUP CORPORATION
121,662$13.5B1.15%
38
UNPUNION PAC CORP
67,065$13.1B1.13%
39
IEFISHARES TR
114,006$13.1B1.12%
40
HONHONEYWELL INTL INC
60,994$12.9B1.11%
41
RTXRAYTHEON TECHNOLOGIES CORP
142,417$12.2B1.05%
42
ELLAUDER ESTEE COS INC
40,485$12.1B1.04%
43
PEPPEPSICO INC
79,976$12.0B1.03%
44
LINLINDE PLC
40,365$11.8B1.01%
45
XELXCEL ENERGY INC
173,137$10.8B0.93%
46
BAXBAXTER INTL INC
131,741$10.6B0.91%
47
BRBROADRIDGE FINL SOLUTIONS IN
62,851$10.5B0.90%
48
BACVERIZON COMMUNICATIONS INC
192,215$10.4B0.89%
49
NKENIKE INC
64,130$9.3B0.80%
50
CVXCHEVRON CORP NEW
90,079$9.1B0.78%
51
LDOSLEIDOS HOLDINGS INC
89,611$8.6B0.74%
52
ABBVABBVIE INC
75,472$8.1B0.70%
53
TJXTJX COS INC NEW
120,493$8.0B0.68%
54
PFEPFIZER INC
167,289$7.2B0.62%
55
MUBISHARES TR
60,069$7.0B0.60%
56
IAUISHARES TR
252,629$6.6B0.56%
57
IBDPISHARES TR
235,810$6.2B0.53%
58
IAUISHARES TR
210,315$5.3B0.46%
59
IBDQISHARES TR
192,650$5.2B0.44%
60
IJKISHARES TR
63,960$5.1B0.43%
61
RSPINVESCO EXCHANGE TRADED FD T
32,857$4.9B0.42%
62
IBDRISHARES TR
134,145$3.6B0.30%
63
ISHARES TR
134,560$3.3B0.28%
64
NDQINVESCO QQQ TR
8,390$3.0B0.26%
65
AQLTISHARES TR
25,868$3.0B0.25%
66
IWRISHARES TR
31,467$2.5B0.21%
67
TSLATESLA INC
2,722$2.1B0.18%
68
MARMARRIOTT INTL INC NEW
13,387$2.0B0.17%
69
IWOISHARES TR
5,902$1.7B0.15%
70
SCHMSCHWAB STRATEGIC TR
22,030$1.7B0.14%
71
IWNISHARES TR
10,275$1.6B0.14%
72
GOOGALPHABET INC
597$1.6B0.14%
73
SCHASCHWAB STRATEGIC TR
15,133$1.5B0.13%
74
AMGNAMGEN INC
6,498$1.4B0.12%
75
KMBKIMBERLY-CLARK CORP
9,881$1.3B0.11%
76
SYKSTRYKER CORPORATION
4,684$1.2B0.11%
77
DISDISNEY WALT CO
7,264$1.2B0.11%
78
EFGISHARES TR
11,086$1.2B0.10%
79
VTIVANGUARD INDEX FDS
5,248$1.2B0.10%
80
PGPROCTER AND GAMBLE CO
8,217$1.1B0.10%
81
XOMEXXON MOBIL CORP
18,927$1.1B0.10%
82
XLKSELECT SECTOR SPDR TR
6,559$979.0M0.08%
83
HDHOME DEPOT INC
2,970$975.0M0.08%
84
SNPSSYNOPSYS INC
3,188$955.0M0.08%
85
MMM3M CO
5,132$900.0M0.08%
86
COSTCOSTCO WHSL CORP NEW
1,841$827.0M0.07%
87
ZBRAZEBRA TECHNOLOGIES CORPORATI
1,585$817.0M0.07%
88
INTCINTEL CORP
15,313$816.0M0.07%
89
KOCOCA COLA CO
15,237$799.0M0.07%
90
DUKDUKE ENERGY CORP NEW
8,027$783.0M0.07%
91
MRKMERCK & CO INC
10,072$757.0M0.06%
92
MRNAMODERNA INC
1,955$752.0M0.06%
93
ORCLORACLE CORP
8,616$751.0M0.06%
94
SHOPSHOPIFY INC
535$725.0M0.06%
95
XYZSQUARE INC
3,024$725.0M0.06%
96
NOCNORTHROP GRUMMAN CORP
1,988$716.0M0.06%
97
NVDANVIDIA CORPORATION
3,204$664.0M0.06%
98
ALBALBEMARLE CORP
2,992$655.0M0.06%
99
IWBISHARES TR
2,585$625.0M0.05%
100
ZTSZOETIS INC
3,188$619.0M0.05%
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