FULTON BREAKEFIELD BROENNIMAN LLC Q4 2021 Filing

Filed February 7, 2022

Portfolio Value

$1.4T

Holdings

187

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (187 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
345,311$61.3B4.54%
2
MSFTMICROSOFT CORP
178,453$60.0B4.44%
3
AGGISHARES TR
399,018$45.5B3.37%
4
LOWLOWES COS INC
147,219$38.1B2.82%
5
GOOGLALPHABET INC
12,927$37.5B2.77%
6
IVVISHARES TR
77,939$37.2B2.75%
7
UNHUNITEDHEALTH GROUP INC
70,562$35.4B2.62%
8
IWMISHARES TR
142,521$31.7B2.35%
9
BRK/BBERKSHIRE HATHAWAY INC DEL
103,934$31.1B2.30%
10
DHRDANAHER CORPORATION
92,321$30.4B2.25%
11
PGRPROGRESSIVE CORP
273,233$28.0B2.08%
12
VVISA INC
118,669$25.7B1.90%
13
IJHISHARES TR
89,410$25.3B1.87%
14
AMZNAMAZON COM INC
7,567$25.2B1.87%
15
NEENEXTERA ENERGY INC
269,631$25.2B1.86%
16
LQDISHARES TR
187,828$24.9B1.84%
17
ACNACCENTURE PLC IRELAND
59,892$24.8B1.84%
18
LLYLILLY ELI & CO
87,658$24.2B1.79%
19
CWBSPDR SER TR
288,070$23.9B1.77%
20
AMTAMERICAN TOWER CORP NEW
79,805$23.3B1.73%
21
PNCPNC FINL SVCS GROUP INC
114,484$23.0B1.70%
22
CHDCHURCH & DWIGHT CO INC
211,962$21.7B1.61%
23
HRBBLOCK H & R INC
893,359$21.0B1.56%
24
SPYSPDR S&P 500 ETF TR
43,814$20.8B1.54%
25
JNJJOHNSON & JOHNSON
121,229$20.7B1.54%
26
ROPROPER TECHNOLOGIES INC
41,538$20.4B1.51%
27
SJNKSPDR SER TR
708,139$19.2B1.42%
28
TIPISHARES TR
148,492$19.2B1.42%
29
METAMETA PLATFORMS INC
56,218$18.9B1.40%
30
MCDMCDONALDS CORP
67,273$18.0B1.34%
31
USBUS BANCORP DEL
308,737$17.3B1.28%
32
CRMSALESFORCE COM INC
67,291$17.1B1.27%
33
UNPUNION PAC CORP
66,861$16.8B1.25%
34
ADBEADOBE SYSTEMS INCORPORATED
29,261$16.6B1.23%
35
SPYDSPDR SER TR
391,593$16.5B1.22%
36
PFFISHARES TR
414,468$16.3B1.21%
37
SONYSONY GROUP CORPORATION
121,946$15.4B1.14%
38
CLXCLOROX CO DEL
87,100$15.2B1.12%
39
ELLAUDER ESTEE COS INC
40,407$15.0B1.11%
40
LINLINDE PLC
40,439$14.0B1.04%
41
PEPPEPSICO INC
79,617$13.8B1.02%
42
HONHONEYWELL INTL INC
61,752$12.9B0.95%
43
RTXRAYTHEON TECHNOLOGIES CORP
145,669$12.5B0.93%
44
TXNTEXAS INSTRS INC
64,413$12.1B0.90%
45
IEFISHARES TR
104,314$12.0B0.89%
46
XELXCEL ENERGY INC
172,565$11.7B0.86%
47
BRBROADRIDGE FINL SOLUTIONS IN
63,804$11.7B0.86%
48
BAXBAXTER INTL INC
130,583$11.2B0.83%
49
NKENIKE INC
64,768$10.8B0.80%
50
CVXCHEVRON CORP NEW
90,166$10.6B0.78%
51
ABBVABBVIE INC
74,808$10.1B0.75%
52
PFEPFIZER INC
168,761$10.0B0.74%
53
BACVERIZON COMMUNICATIONS INC
191,567$10.0B0.74%
54
TJXTJX COS INC NEW
121,490$9.2B0.68%
55
VIGVANGUARD SPECIALIZED FUNDS
44,872$7.7B0.57%
56
OEFISHARES TR
32,791$7.2B0.53%
57
IAUISHARES TR
264,923$6.8B0.50%
58
MUBISHARES TR
58,224$6.8B0.50%
59
IBDPISHARES TR
247,782$6.4B0.48%
60
IBDQISHARES TR
211,525$5.6B0.41%
61
IAUISHARES TR
216,596$5.4B0.40%
62
IJKISHARES TR
63,830$5.4B0.40%
63
RSPINVESCO EXCHANGE TRADED FD T
32,213$5.2B0.39%
64
VWOVANGUARD INTL EQUITY INDEX F
100,016$4.9B0.37%
65
NVDANVIDIA CORPORATION
16,080$4.7B0.35%
66
IBDRISHARES TR
158,870$4.1B0.31%
67
PYPLPAYPAL HLDGS INC
21,014$4.0B0.29%
68
VEAVANGUARD TAX-MANAGED INTL FD
68,847$3.5B0.26%
69
NDQINVESCO QQQ TR
8,814$3.5B0.26%
70
SCHPSCHWAB STRATEGIC TR
54,470$3.4B0.25%
71
TSLATESLA INC
2,809$3.0B0.22%
72
AQLTISHARES TR
24,125$3.0B0.22%
73
IWRISHARES TR
31,219$2.6B0.19%
74
VNQVANGUARD INDEX FDS
17,210$2.0B0.15%
75
MARMARRIOTT INTL INC NEW
11,406$1.9B0.14%
76
AMGNAMGEN INC
8,353$1.9B0.14%
77
BSVVANGUARD BD INDEX FDS
22,876$1.8B0.14%
78
BABOEING CO
9,075$1.8B0.14%
79
GOOGALPHABET INC
627$1.8B0.13%
80
SCHMSCHWAB STRATEGIC TR
22,162$1.8B0.13%
81
IWNISHARES TR
10,130$1.7B0.12%
82
IWOISHARES TR
5,674$1.7B0.12%
83
ALBALBEMARLE CORP
7,078$1.7B0.12%
84
SCHASCHWAB STRATEGIC TR
15,283$1.6B0.12%
85
MMM3M CO
8,043$1.4B0.11%
86
KMBKIMBERLY-CLARK CORP
9,841$1.4B0.10%
87
VTIVANGUARD INDEX FDS
5,674$1.4B0.10%
88
PGPROCTER AND GAMBLE CO
8,217$1.3B0.10%
89
XOMEXXON MOBIL CORP
21,300$1.3B0.10%
90
EFGISHARES TR
11,637$1.3B0.09%
91
SYKSTRYKER CORPORATION
4,679$1.3B0.09%
92
COSTCOSTCO WHSL CORP NEW
2,182$1.2B0.09%
93
DISDISNEY WALT CO
7,953$1.2B0.09%
94
XLKSELECT SECTOR SPDR TR
6,880$1.2B0.09%
95
HDHOME DEPOT INC
2,837$1.2B0.09%
96
SNPSSYNOPSYS INC
3,024$1.1B0.08%
97
QCOMQUALCOMM INC
6,091$1.1B0.08%
98
NOCNORTHROP GRUMMAN CORP
2,598$1.0B0.07%
99
DUKDUKE ENERGY CORP NEW
9,384$984.0M0.07%
100
IWBISHARES TR
3,524$932.0M0.07%
Page 1 of 2Next