FULTON BREAKEFIELD BROENNIMAN LLC Q3 2023 Filing

Filed October 20, 2023

Portfolio Value

$1.2T

Holdings

168

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (168 positions)

#StockSharesValue% PortfolioType
101
IWBISHARES TR
2,572$604.1M0.05%
102
CATCATERPILLAR INC
2,064$563.4M0.05%
103
AMTAMERICAN TOWER CORP NEW
3,379$555.7M0.05%
104
CLXCLOROX CO DEL
4,006$525.0M0.05%
105
MDLZMONDELEZ INTL INC
7,382$512.3M0.04%
106
QCOMQUALCOMM INC
4,390$487.6M0.04%
107
SNPSSYNOPSYS INC
1,051$482.4M0.04%
108
ISRGINTUITIVE SURGICAL INC
1,642$479.9M0.04%
109
SPIPSPDR SER TR
19,290$479.2M0.04%
110
DISDISNEY WALT CO
5,847$473.9M0.04%
111
ATOATMOS ENERGY CORP
4,413$467.5M0.04%
112
PHPARKER-HANNIFIN CORP
1,195$465.5M0.04%
113
AMDADVANCED MICRO DEVICES INC
4,380$450.4M0.04%
114
MCHPMICROCHIP TECHNOLOGY INC.
5,655$441.4M0.04%
115
PLDPROLOGIS INC.
3,741$419.8M0.04%
116
IBDUISHARES TR
19,065$417.5M0.04%
117
TMOTHERMO FISHER SCIENTIFIC INC
824$416.9M0.04%
118
NVRNVR INC
69$411.5M0.04%
119
ANETEURARISTA NETWORKS INC
2,215$407.4M0.04%
120
MDYSPDR S&P MIDCAP 400 ETF TR
865$394.8M0.03%
121
LMTLOCKHEED MARTIN CORP
956$391.1M0.03%
122
MRVLMARVELL TECHNOLOGY INC
7,135$386.2M0.03%
123
ZTSZOETIS INC
2,208$384.2M0.03%
124
PFEPFIZER INC
11,429$379.1M0.03%
125
GQ9SPDR GOLD TR
2,193$376.0M0.03%
126
DEDEERE & CO
951$359.1M0.03%
127
INTCINTEL CORP
10,068$357.9M0.03%
128
IBMINTERNATIONAL BUSINESS MACHS
2,485$348.6M0.03%
129
ASMLASML HOLDING N V
588$346.1M0.03%
130
ODFLOLD DOMINION FREIGHT LINE IN
845$345.7M0.03%
131
XLVSELECT SECTOR SPDR TR
2,683$345.4M0.03%
132
AEPAMERICAN ELEC PWR CO INC
4,535$341.1M0.03%
133
BIVVANGUARD BD INDEX FDS
4,696$339.6M0.03%
134
IBBISHARES TR
2,715$332.0M0.03%
135
WMTWALMART INC
2,038$326.0M0.03%
136
BLKCHFBLACKROCK INC
487$314.8M0.03%
137
ELVELEVANCE HEALTH INC
718$312.6M0.03%
138
IEIISHARES TR
2,756$311.9M0.03%
139
SEDGSOLAREDGE TECHNOLOGIES INC
2,323$300.9M0.03%
140
FTNTFORTINET INC
5,102$299.4M0.03%
141
SBUXSTARBUCKS CORP
3,243$296.0M0.03%
142
BSVVANGUARD BD INDEX FDS
3,692$277.5M0.02%
143
ORCLORACLE CORP
2,598$275.2M0.02%
144
EFGISHARES TR
3,164$273.1M0.02%
145
CLCOLGATE PALMOLIVE CO
3,750$266.7M0.02%
146
BMYBRISTOL-MYERS SQUIBB CO
4,535$263.2M0.02%
147
NSCNORFOLK SOUTHN CORP
1,332$262.4M0.02%
148
DDOMINION ENERGY INC
5,864$262.0M0.02%
149
AMATAPPLIED MATLS INC
1,886$261.1M0.02%
150
AXPAMERICAN EXPRESS CO
1,748$260.7M0.02%
151
MAMASTERCARD INCORPORATED
657$260.0M0.02%
152
CITHE CIGNA GROUP
896$256.3M0.02%
153
SHWSHERWIN WILLIAMS CO
1,000$255.1M0.02%
154
CMGCHIPOTLE MEXICAN GRILL INC
137$251.0M0.02%
155
NFLXNETFLIX INC
664$250.5M0.02%
156
ITWILLINOIS TOOL WKS INC
1,049$241.6M0.02%
157
GSGOLDMAN SACHS GROUP INC
742$240.2M0.02%
158
WTSWATTS WATER TECHNOLOGIES INC
1,390$240.2M0.02%
159
SOSOUTHERN CO
3,693$239.0M0.02%
160
EBAEBAY INC.
5,371$236.8M0.02%
161
TAT&T INC
15,108$226.9M0.02%
162
APOAPOLLO GLOBAL MGMT INC
2,442$219.2M0.02%
163
BACVERIZON COMMUNICATIONS INC
6,714$217.6M0.02%
164
OREALTY INCOME CORP
4,330$216.2M0.02%
165
SPGIS&P GLOBAL INC
583$213.0M0.02%
166
IWVISHARES TR
855$209.5M0.02%
167
SCHBSCHWAB STRATEGIC TR
4,165$207.6M0.02%
168
MMM3M CO
2,146$200.9M0.02%
PreviousPage 2 of 2