FULTON BREAKEFIELD BROENNIMAN LLC Q4 2023 Filing

Filed February 2, 2024

Portfolio Value

$1.2T

Holdings

175

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (175 positions)

#StockSharesValue% PortfolioType
101
IWBISHARES TR
2,353$617.0M0.05%
102
SCHXSCHWAB STRATEGIC TR
9,886$557.6M0.04%
103
CATCATERPILLAR INC
1,882$556.3M0.04%
104
PHPARKER-HANNIFIN CORP
1,195$550.5M0.04%
105
AMTAMERICAN TOWER CORP NEW
2,529$546.0M0.04%
106
ISRGINTUITIVE SURGICAL INC
1,612$543.8M0.04%
107
CLXCLOROX CO DEL
3,796$541.3M0.04%
108
ANETEURARISTA NETWORKS INC
2,255$531.1M0.04%
109
DISDISNEY WALT CO
5,817$525.2M0.04%
110
INTCINTEL CORP
10,268$516.0M0.04%
111
MDLZMONDELEZ INTL INC
7,085$513.2M0.04%
112
MCHPMICROCHIP TECHNOLOGY INC.
5,655$510.0M0.04%
113
PLDPROLOGIS INC.
3,736$498.0M0.04%
114
ATOATMOS ENERGY CORP
4,278$495.9M0.04%
115
NVRNVR INC
69$483.0M0.04%
116
ZTSZOETIS INC
2,245$443.1M0.04%
117
IBMINTERNATIONAL BUSINESS MACHS
2,697$441.1M0.04%
118
MRVLMARVELL TECHNOLOGY INC
7,260$437.9M0.04%
119
SNPSSYNOPSYS INC
845$435.1M0.04%
120
MDYSPDR S&P MIDCAP 400 ETF TR
855$433.6M0.03%
121
ASMLASML HOLDING N V
561$424.6M0.03%
122
GQ9SPDR GOLD TR
2,193$419.2M0.03%
123
BLKCHFBLACKROCK INC
483$392.1M0.03%
124
AEPAMERICAN ELEC PWR CO INC
4,678$380.0M0.03%
125
ELVELEVANCE HEALTH INC
796$375.4M0.03%
126
IBBISHARES TR
2,687$365.0M0.03%
127
DEDEERE & CO
912$364.8M0.03%
128
XLVSELECT SECTOR SPDR TR
2,651$361.5M0.03%
129
TMOTHERMO FISHER SCIENTIFIC INC
676$358.6M0.03%
130
LMTLOCKHEED MARTIN CORP
790$358.2M0.03%
131
ODFLOLD DOMINION FREIGHT LINE IN
848$343.7M0.03%
132
AXPAMERICAN EXPRESS CO
1,748$327.4M0.03%
133
PFEPFIZER INC
11,351$326.8M0.03%
134
NFLXNETFLIX INC
664$323.0M0.03%
135
IEIISHARES TR
2,689$315.0M0.03%
136
NSCNORFOLK SOUTHN CORP
1,332$314.9M0.03%
137
SHWSHERWIN WILLIAMS CO
1,000$311.9M0.03%
138
AMATAPPLIED MATLS INC
1,886$305.7M0.02%
139
CMGCHIPOTLE MEXICAN GRILL INC
133$304.2M0.02%
140
EFGISHARES TR
3,089$299.2M0.02%
141
CLCOLGATE PALMOLIVE CO
3,750$298.9M0.02%
142
WMTWALMART INC
1,853$292.2M0.02%
143
ITWILLINOIS TOOL WKS INC
1,049$274.8M0.02%
144
SBUXSTARBUCKS CORP
2,849$273.5M0.02%
145
ORCLORACLE CORP
2,573$271.3M0.02%
146
GSGOLDMAN SACHS GROUP INC
702$271.0M0.02%
147
CRWDCROWDSTRIKE HLDGS INC
1,060$270.6M0.02%
148
FTNTFORTINET INC
4,617$270.2M0.02%
149
CITHE CIGNA GROUP
892$267.1M0.02%
150
MAMASTERCARD INCORPORATED
612$261.0M0.02%
151
COFCAPITAL ONE FINL CORP
1,919$251.6M0.02%
152
OREALTY INCOME CORP
4,330$248.6M0.02%
153
JMBSJANUS DETROIT STR TR
5,385$247.4M0.02%
154
DDOMINION ENERGY INC
5,227$245.7M0.02%
155
BMYBRISTOL-MYERS SQUIBB CO
4,744$243.4M0.02%
156
BIVVANGUARD BD INDEX FDS
3,142$240.0M0.02%
157
SOSOUTHERN CO
3,403$238.6M0.02%
158
SPGIS&P GLOBAL INC
533$234.8M0.02%
159
EBAEBAY INC.
5,371$234.3M0.02%
160
IWVISHARES TR
855$234.0M0.02%
161
MMM3M CO
2,121$231.9M0.02%
162
SPTISPDR SER TR
8,096$231.2M0.02%
163
SCHBSCHWAB STRATEGIC TR
4,109$228.8M0.02%
164
USBUS BANCORP DEL
5,184$224.4M0.02%
165
BACVERIZON COMMUNICATIONS INC
5,947$224.2M0.02%
166
WTSWATTS WATER TECHNOLOGIES INC
1,060$220.9M0.02%
167
APHAMPHENOL CORP NEW
2,199$218.0M0.02%
168
PHATPHATHOM PHARMACEUTICALS INC
23,579$215.3M0.02%
169
BSVVANGUARD BD INDEX FDS
2,784$214.4M0.02%
170
IWDISHARES TR
1,277$211.0M0.02%
171
FBINFORTUNE BRANDS INNOVATIONS I
2,770$210.9M0.02%
172
TLHISHARES TR
1,935$209.5M0.02%
173
IWFISHARES TR
664$201.3M0.02%
174
IYWISHARES TR
1,631$200.2M0.02%
175
TAT&T INC
10,988$184.4M0.01%
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