FULTON BREAKEFIELD BROENNIMAN LLC Q4 2022 Filing

Filed January 31, 2023

Portfolio Value

$1.1T

Holdings

175

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (175 positions)

#StockSharesValue% PortfolioType
1
EFGISHARES TR
11,342$950.0M0.08%
2
BABOEING CO
4,887$931.0M0.08%
3
DUKDUKE ENERGY CORP NEW
8,695$895.0M0.08%
4
SCHXSCHWAB STRATEGIC TR
19,726$891.0M0.08%
5
VTIVANGUARD INDEX FDS
4,604$880.0M0.08%
6
XLKSELECT SECTOR SPDR TR
6,518$811.0M0.07%
7
SEDGSOLAREDGE TECHNOLOGIES INC
2,801$793.0M0.07%
8
IBDTISHARES TR
32,290$784.0M0.07%
9
IWBISHARES TR
3,521$741.0M0.07%
10
MMM3M CO
5,813$697.0M0.06%
11
CATCATERPILLAR INC
2,813$674.0M0.06%
12
SBUXSTARBUCKS CORP
6,475$642.0M0.06%
13
DISDISNEY WALT CO
7,042$612.0M0.05%
14
CSCOCISCO SYS INC
12,388$590.0M0.05%
15
LMTLOCKHEED MARTIN CORP
1,117$544.0M0.05%
16
QCOMQUALCOMM INC
4,953$544.0M0.05%
17
SNPSSYNOPSYS INC
1,610$514.0M0.05%
18
PLDPROLOGIS INC.
4,445$501.0M0.04%
19
ATOATMOS ENERGY CORP
4,413$495.0M0.04%
20
DDOMINION ENERGY INC
8,024$492.0M0.04%
21
MRSHMARSH & MCLENNAN COS INC
2,961$490.0M0.04%
22
IBMINTERNATIONAL BUSINESS MACHS
3,411$481.0M0.04%
23
MDLZMONDELEZ INTL INC
7,181$479.0M0.04%
24
GDGENERAL DYNAMICS CORP
1,870$464.0M0.04%
25
TMOTHERMO FISHER SCIENTIFIC INC
823$453.0M0.04%
26
ISRGINTUITIVE SURGICAL INC
1,697$450.0M0.04%
27
AEPAMERICAN ELEC PWR CO INC
4,615$438.0M0.04%
28
DEDEERE & CO
1,020$437.0M0.04%
29
METMETLIFE INC
6,026$436.0M0.04%
30
BIVVANGUARD BD INDEX FDS
5,841$434.0M0.04%
31
BLKCHFBLACKROCK INC
588$417.0M0.04%
32
MDYSPDR S&P MIDCAP 400 ETF TR
930$412.0M0.04%
33
TAT&T INC
22,077$406.0M0.04%
34
MCHPMICROCHIP TECHNOLOGY INC.
5,655$397.0M0.04%
35
NSCNORFOLK SOUTHN CORP
1,607$396.0M0.04%
36
GQ9SPDR GOLD TR
2,327$395.0M0.04%
37
IBBISHARES TR
2,887$379.0M0.03%
38
BSVVANGUARD BD INDEX FDS
5,000$376.0M0.03%
39
ELVELEVANCE HEALTH INC
715$367.0M0.03%
40
IEIISHARES TR
3,191$367.0M0.03%
41
BMYBRISTOL-MYERS SQUIBB CO
5,075$365.0M0.03%
42
INTCINTEL CORP
13,618$360.0M0.03%
43
TFCTRUIST FINL CORP
8,339$359.0M0.03%
44
IJRISHARES TR
3,794$359.0M0.03%
45
PHPARKER-HANNIFIN CORP
1,195$348.0M0.03%
46
ASMLASML HOLDING N V
605$331.0M0.03%
47
CVSCVS HEALTH CORP
3,522$328.0M0.03%
48
ELSEQUITY LIFESTYLE PPTYS INC
5,055$327.0M0.03%
49
CLCOLGATE PALMOLIVE CO
4,145$327.0M0.03%
50
AXPAMERICAN EXPRESS CO
2,141$316.0M0.03%
51
MRNAMODERNA INC
1,755$315.0M0.03%
52
AMDADVANCED MICRO DEVICES INC
4,810$312.0M0.03%
53
WMTWALMART INC
2,195$311.0M0.03%
54
CPRTCOPART INC
5,036$307.0M0.03%
55
MRVLMARVELL TECHNOLOGY INC
8,165$302.0M0.03%
56
CICIGNA CORP NEW
892$296.0M0.03%
57
FRCBFIRST REP BK SAN FRANCISCO C
2,381$290.0M0.03%
58
OREALTY INCOME CORP
4,560$289.0M0.03%
59
ZTSZOETIS INC
1,845$270.0M0.02%
60
MDTMEDTRONIC PLC
3,472$270.0M0.02%
61
NVDANVIDIA CORPORATION
1,833$268.0M0.02%
62
SHWSHERWIN WILLIAMS CO
1,099$261.0M0.02%
63
AMATAPPLIED MATLS INC
2,653$258.0M0.02%
64
PYPLPAYPAL HLDGS INC
3,547$253.0M0.02%
65
SOSOUTHERN CO
3,549$253.0M0.02%
66
ODFLOLD DOMINION FREIGHT LINE IN
875$248.0M0.02%
67
GSGOLDMAN SACHS GROUP INC
702$241.0M0.02%
68
CMGCHIPOTLE MEXICAN GRILL INC
170$236.0M0.02%
69
FTNTFORTINET INC
4,800$235.0M0.02%
70
ITWILLINOIS TOOL WKS INC
1,046$230.0M0.02%
71
VHTVANGUARD WORLD FDS
905$225.0M0.02%
72
ORCLORACLE CORP
2,739$224.0M0.02%
73
EDCONSOLIDATED EDISON INC
2,350$224.0M0.02%
74
EBAEBAY INC.
5,357$222.0M0.02%
75
IWFISHARES TR
1,029$220.0M0.02%
76
IWDISHARES TR
1,454$220.0M0.02%
77
APDAIR PRODS & CHEMS INC
712$219.0M0.02%
78
SCHBSCHWAB STRATEGIC TR
4,896$219.0M0.02%
79
WTSWATTS WATER TECHNOLOGIES INC
1,439$210.0M0.02%
80
ECLECOLAB INC
1,430$208.0M0.02%
81
NFLXNETFLIX INC
705$208.0M0.02%
82
YUMYUM BRANDS INC
1,569$201.0M0.02%
83
WBDWARNER BROS DISCOVERY INC
10,422$99.0M0.01%
84
AAPLAPPLE INC
350,992$45K0.00%
85
MSFTMICROSOFT CORP
189,509$45K0.00%
86
IVVISHARES TR
88,785$34K0.00%
87
AGGISHARES TR
352,119$34K0.00%
88
BRK/BBERKSHIRE HATHAWAY INC DEL
106,372$32K0.00%
89
UNHUNITEDHEALTH GROUP INC
57,880$30K0.00%
90
PGRPROGRESSIVE CORP
228,255$29K0.00%
91
IWMISHARES TR
154,459$26K0.00%
92
IJHISHARES TR
108,460$26K0.00%
93
LLYLILLY ELI & CO
69,731$25K0.00%
94
DHRDANAHER CORPORATION
97,686$25K0.00%
95
VVISA INC
121,623$25K0.00%
96
NEENEXTERA ENERGY INC
278,108$23K0.00%
97
LOWLOWES COS INC
113,722$22K0.00%
98
GOOGLALPHABET INC
254,627$22K0.00%
99
CWBSPDR SER TR
313,169$20K0.00%
100
JNJJOHNSON & JOHNSON
117,595$20K0.00%
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