FULTON BREAKEFIELD BROENNIMAN LLC Q3 2022 Filing

Filed October 17, 2022

Portfolio Value

$1.1T

Holdings

158

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (158 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
345,189$47.7B4.48%
2
MSFTMICROSOFT CORP
185,789$43.3B4.06%
3
AGGISHARES TR
395,723$38.1B3.58%
4
UNHUNITEDHEALTH GROUP INC
68,474$34.6B3.25%
5
IVVISHARES TR
86,521$31.0B2.91%
6
BRK/BBERKSHIRE HATHAWAY INC DEL
105,417$28.1B2.64%
7
LOWLOWES COS INC
143,676$27.0B2.53%
8
PGRPROGRESSIVE CORP
226,770$26.4B2.48%
9
IWMISHARES TR
151,327$25.0B2.34%
10
DHRDANAHER CORPORATION
95,843$24.8B2.33%
11
GOOGLALPHABET INC
253,950$24.3B2.28%
12
IJHISHARES TR
104,650$22.9B2.16%
13
LLYLILLY ELI & CO
69,619$22.5B2.11%
14
NEENEXTERA ENERGY INC
274,067$21.5B2.02%
15
VVISA INC
119,516$21.2B1.99%
16
HRBBLOCK H & R INC
481,791$20.5B1.93%
17
CWBSPDR SER TR
314,820$19.9B1.87%
18
LQDISHARES TR
188,960$19.4B1.82%
19
JNJJOHNSON & JOHNSON
116,384$19.0B1.79%
20
AMZNAMAZON COM INC
165,754$18.7B1.76%
21
AMTAMERICAN TOWER CORP NEW
80,215$17.2B1.62%
22
PNCPNC FINL SVCS GROUP INC
114,207$17.1B1.60%
23
SJNKSPDR SER TR
714,270$17.0B1.60%
24
TIPISHARES TR
157,815$16.6B1.56%
25
SPYSPDR S&P 500 ETF TR
44,112$15.8B1.48%
26
ACNACCENTURE PLC IRELAND
60,365$15.5B1.46%
27
MCDMCDONALDS CORP
66,311$15.3B1.44%
28
CHDCHURCH & DWIGHT CO INC
206,861$14.8B1.39%
29
SPYDSPDR SER TR
411,975$14.6B1.37%
30
PFFISHARES TR
445,920$14.1B1.33%
31
LINLINDE PLC
50,470$13.6B1.28%
32
ROPROPER TECHNOLOGIES INC
37,807$13.6B1.28%
33
UNPUNION PAC CORP
65,361$12.7B1.20%
34
PEPPEPSICO INC
77,534$12.7B1.19%
35
CLXCLOROX CO DEL
96,334$12.4B1.16%
36
USBUS BANCORP DEL
305,056$12.3B1.16%
37
ABBVABBVIE INC
91,308$12.3B1.15%
38
ELLAUDER ESTEE COS INC
56,605$12.2B1.15%
39
CVXCHEVRON CORP NEW
75,728$10.9B1.02%
40
XELXCEL ENERGY INC
169,794$10.9B1.02%
41
CRMSALESFORCE INC
75,008$10.8B1.01%
42
BRBROADRIDGE FINL SOLUTIONS IN
72,156$10.4B0.98%
43
HONHONEYWELL INTL INC
61,443$10.3B0.96%
44
TXNTEXAS INSTRS INC
66,129$10.2B0.96%
45
RTXRAYTHEON TECHNOLOGIES CORP
117,852$9.6B0.91%
46
IEFISHARES TR
95,821$9.2B0.86%
47
TSMTAIWAN SEMICONDUCTOR MFG LTD
131,499$9.0B0.85%
48
ADBEADOBE SYSTEMS INCORPORATED
28,985$8.0B0.75%
49
ALBALBEMARLE CORP
29,311$7.8B0.73%
50
SONYSONY GROUP CORPORATION
118,388$7.6B0.71%
51
TSLATESLA INC
28,058$7.4B0.70%
52
TJXTJX COS INC NEW
118,281$7.3B0.69%
53
IAUISHARES TR
290,543$7.2B0.68%
54
PFEPFIZER INC
163,351$7.1B0.67%
55
IBDPISHARES TR
291,417$7.1B0.67%
56
BACVERIZON COMMUNICATIONS INC
182,484$6.9B0.65%
57
IBDQISHARES TR
280,214$6.8B0.64%
58
VIGVANGUARD SPECIALIZED FUNDS
48,743$6.6B0.62%
59
MUBISHARES TR
59,429$6.1B0.57%
60
NKENIKE INC
66,299$5.5B0.52%
61
IBDRISHARES TR
233,725$5.4B0.51%
62
OEFISHARES TR
32,672$5.3B0.50%
63
IAUISHARES TR
203,787$5.1B0.48%
64
IJKISHARES TR
61,319$3.9B0.36%
65
RSPINVESCO EXCHANGE TRADED FD T
30,330$3.9B0.36%
66
SCHPSCHWAB STRATEGIC TR
55,515$2.9B0.27%
67
VWOVANGUARD INTL EQUITY INDEX F
62,336$2.3B0.21%
68
AQLTISHARES TR
19,468$2.1B0.20%
69
NDQINVESCO QQQ TR
7,533$2.0B0.19%
70
XOMEXXON MOBIL CORP
20,281$1.8B0.17%
71
IWRISHARES TR
26,773$1.7B0.16%
72
AMGNAMGEN INC
7,145$1.6B0.15%
73
VTWOVANGUARD SCOTTSDALE FDS
24,007$1.6B0.15%
74
VNQVANGUARD INDEX FDS
17,611$1.4B0.13%
75
IBDSISHARES TR
57,900$1.3B0.13%
76
ABTABBOTT LABS
13,454$1.3B0.12%
77
COSTCOSTCO WHSL CORP NEW
2,733$1.3B0.12%
78
SCHMSCHWAB STRATEGIC TR
20,890$1.3B0.12%
79
IWNISHARES TR
9,645$1.2B0.12%
80
GOOGALPHABET INC
12,290$1.2B0.11%
81
VEAVANGUARD TAX-MANAGED FDS
32,477$1.2B0.11%
82
PGPROCTER AND GAMBLE CO
9,328$1.2B0.11%
83
NOCNORTHROP GRUMMAN CORP
2,500$1.2B0.11%
84
MARMARRIOTT INTL INC NEW
8,359$1.2B0.11%
85
SCHASCHWAB STRATEGIC TR
29,394$1.1B0.10%
86
IWOISHARES TR
5,196$1.1B0.10%
87
BABOEING CO
8,597$1.0B0.10%
88
KMBKIMBERLY-CLARK CORP
8,989$1.0B0.10%
89
MRKMERCK & CO INC
11,613$1.0B0.09%
90
EFGISHARES TR
12,575$912.0M0.09%
91
SYKSTRYKER CORPORATION
4,500$911.0M0.09%
92
MMM3M CO
8,232$910.0M0.09%
93
VTIVANGUARD INDEX FDS
4,747$852.0M0.08%
94
XLKSELECT SECTOR SPDR TR
6,596$784.0M0.07%
95
KOCOCA COLA CO
13,575$760.0M0.07%
96
DUKDUKE ENERGY CORP NEW
8,077$751.0M0.07%
97
HDHOME DEPOT INC
2,692$743.0M0.07%
98
IWBISHARES TR
3,493$689.0M0.06%
99
DISDISNEY WALT CO
6,668$629.0M0.06%
100
QCOMQUALCOMM INC
4,933$557.0M0.05%
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