FULTON BREAKEFIELD BROENNIMAN LLC Q4 2023 Filing

Filed February 2, 2024

Portfolio Value

$1.2B

Holdings

175

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (175 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
193,140$72.6T5842683.03%
2
AAPLAPPLE INC
343,490$66.1T5320097.86%
3
IVVISHARES TR
112,429$53.7T4319943.24%
4
BRK/BBERKSHIRE HATHAWAY INC DEL
108,135$38.6T3102603.25%
5
GOOGLALPHABET INC
274,979$38.4T3090093.18%
6
AGGISHARES TR
360,453$35.8T2877967.09%
7
AMZNAMAZON COM INC
228,867$34.8T2797448.88%
8
UNHUNITEDHEALTH GROUP INC
64,282$33.8T2722519.61%
9
IJHISHARES TR
121,763$33.7T2714796.19%
10
LLYELI LILLY & CO
55,984$32.6T2625293.33%
11
VVISA INC
119,082$31.0T2494072.79%
12
PGRPROGRESSIVE CORP
174,480$27.8T2235696.58%
13
LOWLOWES COS INC
114,741$25.5T2054240.94%
14
CWBSPDR SER TR
335,381$24.2T1946622.74%
15
DHRDANAHER CORPORATION
102,433$23.7T1906324.54%
16
IWMISHARES TR
115,040$23.1T1857482.44%
17
NEENEXTERA ENERGY INC
379,968$23.1T1856641.86%
18
MCDMCDONALDS CORP
74,161$22.0T1768975.35%
19
ROPROPER TECHNOLOGIES INC
38,862$21.2T1704363.33%
20
ACNACCENTURE PLC IRELAND
58,964$20.7T1664535.99%
21
LINLINDE PLC
50,188$20.6T1658234.14%
22
JNJJOHNSON & JOHNSON
129,496$20.3T1632836.23%
23
TSMTAIWAN SEMICONDUCTOR MFG LTD
188,833$19.6T1579858.62%
24
SPYSPDR S&P 500 ETF TR
41,026$19.5T1568710.44%
25
PNCPNC FINL SVCS GROUP INC
119,051$18.4T1483029.58%
26
LQDISHARES TR
152,625$16.9T1358698.07%
27
UNPUNION PAC CORP
68,585$16.8T1355185.14%
28
CRMSALESFORCE INC
62,747$16.5T1328276.28%
29
ADBEADOBE INC
27,057$16.1T1298595.08%
30
IJRISHARES TR
147,448$16.0T1284027.36%
31
PEPPEPSICO INC
93,099$15.8T1272016.62%
32
SJNKSPDR SER TR
614,820$15.5T1243426.60%
33
CHDCHURCH & DWIGHT CO INC
161,907$15.3T1231632.35%
34
ABBVABBVIE INC
97,003$15.0T1209319.00%
35
XELXCEL ENERGY INC
237,627$14.7T1183485.71%
36
PFFISHARES TR
467,080$14.6T1171961.60%
37
TJXTJX COS INC NEW
147,801$13.9T1115407.67%
38
CVXCHEVRON CORP NEW
87,083$13.0T1044938.03%
39
TIPISHARES TR
120,089$12.9T1038428.06%
40
HONHONEYWELL INTL INC
60,470$12.7T1020158.35%
41
MRSHMARSH & MCLENNAN COS INC
66,609$12.6T1015273.96%
42
EXREXTRA SPACE STORAGE INC
69,964$11.2T902392.64%
43
DEODIAGEO PLC
74,933$10.9T878057.83%
44
ADPAUTOMATIC DATA PROCESSING IN
45,494$10.6T852630.72%
45
RTXRTX CORPORATION
122,313$10.3T827905.02%
46
KVUEKENVUE INC
455,872$9.8T789575.75%
47
TXNTEXAS INSTRS INC
55,980$9.5T767649.91%
48
NKENIKE INC
70,287$7.6T613887.87%
49
IBDQISHARES TR
293,664$7.3T584936.08%
50
IBDPISHARES TR
289,826$7.2T580788.26%
51
USIGISHARES TR
138,018$7.1T569141.87%
52
TSLATESLA INC
27,349$6.8T546693.29%
53
VIGVANGUARD SPECIALIZED FUNDS
38,806$6.6T531962.10%
54
MUBISHARES TR
58,654$6.4T511531.27%
55
IBDRISHARES TR
261,125$6.2T502057.82%
56
OEFISHARES TR
23,648$5.3T424970.17%
57
IEFISHARES TR
54,282$5.2T420911.41%
58
IJKISHARES TR
56,576$4.5T360557.43%
59
RSPINVESCO EXCHANGE TRADED FD T
27,365$4.3T347383.76%
60
ALBALBEMARLE CORP
27,461$4.0T319171.19%
61
VEAVANGUARD TAX-MANAGED FDS
80,599$3.9T310580.80%
62
NDQINVESCO QQQ TR
8,071$3.3T265902.21%
63
IBDSISHARES TR
115,418$2.8T222188.74%
64
SCHPSCHWAB STRATEGIC TR
42,387$2.2T177995.00%
65
AMGNAMGEN INC
7,313$2.1T169438.15%
66
XOMEXXON MOBIL CORP
20,320$2.0T163432.02%
67
IWRISHARES TR
25,360$2.0T158576.03%
68
AQLTISHARES TR
16,456$1.9T155176.13%
69
COSTCOSTCO WHSL CORP NEW
2,829$1.9T150236.47%
70
IBDTISHARES TR
72,498$1.8T146330.48%
71
GOOGALPHABET INC
12,360$1.7T140129.26%
72
SHYGISHARES TR
40,055$1.7T136044.03%
73
MARMARRIOTT INTL INC NEW
7,490$1.7T135879.68%
74
VTWOVANGUARD SCOTTSDALE FDS
20,766$1.7T135481.79%
75
XLKSELECT SECTOR SPDR TR
8,244$1.6T127648.32%
76
BABOEING CO
6,074$1.6T127367.40%
77
SCHMSCHWAB STRATEGIC TR
20,991$1.6T127188.65%
78
ENPHENPHASE ENERGY INC
11,386$1.5T121035.38%
79
PGPROCTER AND GAMBLE CO
9,198$1.3T108433.92%
80
VTIVANGUARD INDEX FDS
5,672$1.3T108243.11%
81
IWNISHARES TR
8,652$1.3T108116.16%
82
SCHASCHWAB STRATEGIC TR
25,778$1.2T97961.97%
83
JPMJPMORGAN CHASE & CO
6,840$1.2T93596.62%
84
IWOISHARES TR
4,193$1.1T85066.65%
85
NOCNORTHROP GRUMMAN CORP
2,257$1.1T84985.96%
86
SYKSTRYKER CORPORATION
3,391$1.0T81690.87%
87
ETNEATON CORP PLC
3,973$956.8B76969.39%
88
NVDANVIDIA CORPORATION
1,894$937.7B75437.85%
89
ABTABBOTT LABS
8,471$932.4B75005.37%
90
HDHOME DEPOT INC
2,677$927.7B74628.16%
91
MRKMERCK & CO INC
8,419$917.9B73839.30%
92
HRBBLOCK H & R INC
18,658$902.5B72601.87%
93
KMBKIMBERLY-CLARK CORP
6,425$780.7B62804.70%
94
KOCOCA COLA CO
12,324$726.3B58425.84%
95
DUKDUKE ENERGY CORP NEW
6,732$653.3B52552.85%
96
SPIPSPDR SER TR
25,414$649.8B52277.64%
97
CSCOCISCO SYS INC
12,577$635.4B51114.87%
98
QCOMQUALCOMM INC
4,390$635.0B51081.80%
99
IBDUISHARES TR
27,494$634.3B51026.30%
100
AMDADVANCED MICRO DEVICES INC
4,270$629.4B50636.29%
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