FULTON BREAKEFIELD BROENNIMAN LLC Q3 2024 Filing

Filed October 16, 2024

Portfolio Value

$1.4T

Holdings

182

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (182 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
189,142$81.4B5.68%
2
AAPLAPPLE INC
333,367$77.7B5.42%
3
IVVISHARES TR
131,077$75.6B5.28%
4
AMZNAMAZON COM INC
275,188$51.3B3.58%
5
GOOGLALPHABET INC
280,584$46.5B3.25%
6
BRK/BBERKSHIRE HATHAWAY INC DEL
89,571$41.2B2.88%
7
TSMTAIWAN SEMICONDUCTOR MFG LTD
227,701$39.5B2.76%
8
IJRISHARES TR
334,752$39.2B2.73%
9
IJHISHARES TR
622,726$38.8B2.71%
10
AGGISHARES TR
375,464$38.0B2.66%
11
LLYELI LILLY & CO
42,715$37.8B2.64%
12
UNHUNITEDHEALTH GROUP INC
60,217$35.2B2.46%
13
PGRPROGRESSIVE CORP
137,804$35.0B2.44%
14
VVISA INC
115,943$31.9B2.23%
15
NEENEXTERA ENERGY INC
375,314$31.7B2.22%
16
LOWLOWES COS INC
111,948$30.3B2.12%
17
DHRDANAHER CORPORATION
99,670$27.7B1.94%
18
CWBSPDR SER TR
330,233$25.3B1.77%
19
LINLINDE PLC
47,612$22.7B1.59%
20
MCDMCDONALDS CORP
72,676$22.1B1.55%
21
HWMHOWMET AEROSPACE INC
214,398$21.5B1.50%
22
SPYSPDR S&P 500 ETF TR
36,847$21.1B1.48%
23
ACNACCENTURE PLC IRELAND
56,752$20.1B1.40%
24
ABBVABBVIE INC
90,764$17.9B1.25%
25
ROPROPER TECHNOLOGIES INC
30,812$17.1B1.20%
26
TJXTJX COS INC NEW
144,099$16.9B1.18%
27
UNPUNION PAC CORP
67,553$16.7B1.16%
28
PFFISHARES TR
499,710$16.6B1.16%
29
CRMSALESFORCE INC
60,280$16.5B1.15%
30
CHDCHURCH & DWIGHT CO INC
155,083$16.2B1.13%
31
APOAPOLLO GLOBAL MGMT INC
125,654$15.7B1.10%
32
PEPPEPSICO INC
89,946$15.3B1.07%
33
MRSHMARSH & MCLENNAN COS INC
67,874$15.1B1.06%
34
NVDANVIDIA CORPORATION
120,028$14.6B1.02%
35
LQDISHARES TR
123,599$14.0B0.98%
36
ADBEADOBE INC
26,807$13.9B0.97%
37
CVXCHEVRON CORP NEW
93,372$13.8B0.96%
38
SJNKSPDR SER TR
506,361$13.0B0.91%
39
SYKSTRYKER CORPORATION
35,523$12.8B0.90%
40
GDGENERAL DYNAMICS CORP
42,234$12.8B0.89%
41
ADPAUTOMATIC DATA PROCESSING IN
45,271$12.5B0.87%
42
USIGISHARES TR
237,876$12.5B0.87%
43
AXPAMERICAN EXPRESS CO
44,857$12.2B0.85%
44
NFLXNETFLIX INC
15,808$11.2B0.78%
45
TIPISHARES TR
100,071$11.1B0.77%
46
AMDADVANCED MICRO DEVICES INC
65,958$10.8B0.76%
47
IWMISHARES TR
48,405$10.7B0.75%
48
ASMLASML HOLDING N V
12,740$10.6B0.74%
49
TXNTEXAS INSTRS INC
51,161$10.6B0.74%
50
DEODIAGEO PLC
62,605$8.8B0.61%
51
VIGVANGUARD SPECIALIZED FUNDS
42,384$8.4B0.59%
52
IBDQISHARES TR
276,321$6.9B0.48%
53
TSLATESLA INC
25,558$6.7B0.47%
54
MUBISHARES TR
61,518$6.7B0.47%
55
IBDRISHARES TR
263,815$6.4B0.45%
56
IBDPISHARES TR
245,633$6.2B0.43%
57
OEFISHARES TR
22,012$6.1B0.43%
58
NKENIKE INC
65,093$5.8B0.40%
59
JNJJOHNSON & JOHNSON
32,174$5.2B0.36%
60
VEAVANGUARD TAX-MANAGED FDS
94,249$5.0B0.35%
61
IJKISHARES TR
52,403$4.8B0.34%
62
RSPINVESCO EXCHANGE TRADED FD T
25,824$4.6B0.32%
63
NDQINVESCO QQQ TR
8,170$4.0B0.28%
64
IEFISHARES TR
38,517$3.8B0.26%
65
SHYGISHARES TR
86,946$3.8B0.26%
66
IBDSISHARES TR
140,316$3.4B0.24%
67
JPMJPMORGAN CHASE & CO.
16,214$3.4B0.24%
68
ENPHENPHASE ENERGY INC
30,217$3.4B0.24%
69
VTIVANGUARD INDEX FDS
9,995$2.8B0.20%
70
IBDTISHARES TR
103,769$2.6B0.19%
71
XOMEXXON MOBIL CORP
19,651$2.3B0.16%
72
MARMARRIOTT INTL INC NEW
8,461$2.1B0.15%
73
IWRISHARES TR
23,585$2.1B0.15%
74
AQLTISHARES TR
15,348$2.1B0.14%
75
COSTCOSTCO WHSL CORP NEW
2,229$2.0B0.14%
76
ITWILLINOIS TOOL WKS INC
7,422$1.9B0.14%
77
EXREXTRA SPACE STORAGE INC
10,523$1.9B0.13%
78
AMGNAMGEN INC
5,799$1.9B0.13%
79
GOOGALPHABET INC
10,838$1.8B0.13%
80
SCHPSCHWAB STRATEGIC TR
33,600$1.8B0.13%
81
IBDUISHARES TR
72,318$1.7B0.12%
82
PGPROCTER AND GAMBLE CO
9,745$1.7B0.12%
83
SPIPSPDR SER TR
61,804$1.6B0.11%
84
SCHMSCHWAB STRATEGIC TR
18,132$1.5B0.11%
85
XLKSELECT SECTOR SPDR TR
6,569$1.5B0.10%
86
SCHASCHWAB STRATEGIC TR
24,576$1.3B0.09%
87
NOCNORTHROP GRUMMAN CORP
2,246$1.2B0.08%
88
ETNEATON CORP PLC
3,287$1.1B0.08%
89
HDHOME DEPOT INC
2,522$1.0B0.07%
90
PNCPNC FINL SVCS GROUP INC
5,463$1.0B0.07%
91
MRKMERCK & CO INC
8,428$957.1M0.07%
92
RTXRTX CORPORATION
7,160$867.5M0.06%
93
ABTABBOTT LABS
7,425$846.5M0.06%
94
KOCOCA COLA CO
11,635$836.1M0.06%
95
VTWOVANGUARD SCOTTSDALE FDS
8,430$753.3M0.05%
96
CATCATERPILLAR INC
1,824$713.3M0.05%
97
ANETEURARISTA NETWORKS INC
1,856$712.4M0.05%
98
IWBISHARES TR
2,232$701.7M0.05%
99
IWNISHARES TR
4,184$698.0M0.05%
100
SCHXSCHWAB STRATEGIC TR
9,996$678.2M0.05%
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