FULTON BREAKEFIELD BROENNIMAN LLC Q4 2024 Filing

Filed January 23, 2025

Portfolio Value

$1.4T

Holdings

191

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (191 positions)

#StockSharesValue% PortfolioType
101
BABOEING CO
4,043$715.5M0.05%
102
IWBISHARES TR
2,217$714.2M0.05%
103
SCHXSCHWAB STRATEGIC TR
30,285$702.0M0.05%
104
ISRGINTUITIVE SURGICAL INC
1,339$698.9M0.05%
105
KOCOCA COLA CO
11,083$690.0M0.05%
106
IWNISHARES TR
4,179$686.0M0.05%
107
DISDISNEY WALT CO
6,138$683.5M0.05%
108
CATCATERPILLAR INC
1,854$672.4M0.05%
109
CSCOCISCO SYS INC
10,713$634.2M0.05%
110
IWVISHARES TR
1,857$620.7M0.04%
111
HONHONEYWELL INTL INC
2,617$591.2M0.04%
112
IBMINTERNATIONAL BUSINESS MACHS
2,653$583.3M0.04%
113
DUKDUKE ENERGY CORP NEW
5,351$576.5M0.04%
114
GQ9SPDR GOLD TR
2,280$552.1M0.04%
115
CLXCLOROX CO DEL
3,330$540.8M0.04%
116
HRBBLOCK H & R INC
9,920$524.2M0.04%
117
DEDEERE & CO
1,237$524.0M0.04%
118
AVGOBROADCOM INC
2,080$482.2M0.03%
119
ATOATMOS ENERGY CORP
3,412$475.2M0.03%
120
MDYSPDR S&P MIDCAP 400 ETF TR
830$472.5M0.03%
121
SNPSSYNOPSYS INC
971$471.3M0.03%
122
KXIISHARES TR
7,680$463.0M0.03%
123
REEREE AUTOMOTIVE LTD
51,738$456.8M0.03%
124
AEPAMERICAN ELEC PWR CO INC
4,767$439.7M0.03%
125
ODFLOLD DOMINION FREIGHT LINE IN
2,453$432.7M0.03%
126
GSGOLDMAN SACHS GROUP INC
753$431.5M0.03%
127
DDOGDATADOG INC
3,012$430.4M0.03%
128
LMTLOCKHEED MARTIN CORP
883$429.3M0.03%
129
KMBKIMBERLY-CLARK CORP
3,195$418.7M0.03%
130
SOSOUTHERN CO
5,008$412.3M0.03%
131
MDLZMONDELEZ INTL INC
6,732$402.1M0.03%
132
IBDWISHARES TR
19,661$400.1M0.03%
133
ORCLORACLE CORP
2,350$391.6M0.03%
134
CMGCHIPOTLE MEXICAN GRILL INC
6,420$387.1M0.03%
135
WSTWEST PHARMACEUTICAL SVSC INC
1,170$383.2M0.03%
136
PHPARKER-HANNIFIN CORP
600$381.6M0.03%
137
IWOISHARES TR
1,264$363.8M0.03%
138
IBBISHARES TR
2,611$345.2M0.02%
139
COFCAPITAL ONE FINL CORP
1,919$342.2M0.02%
140
FLQMFRANKLIN TEMPLETON ETF TR
6,281$341.1M0.02%
141
SHWSHERWIN WILLIAMS CO
970$329.7M0.02%
142
VGTVANGUARD WORLD FD
513$318.8M0.02%
143
CLCOLGATE PALMOLIVE CO
3,480$316.4M0.02%
144
MCHPMICROCHIP TECHNOLOGY INC.
5,505$315.7M0.02%
145
AMTAMERICAN TOWER CORP NEW
1,680$308.1M0.02%
146
SCHBSCHWAB STRATEGIC TR
13,227$300.2M0.02%
147
APHAMPHENOL CORP NEW
4,245$294.8M0.02%
148
ELVELEVANCE HEALTH INC
796$293.6M0.02%
149
MAMASTERCARD INCORPORATED
551$289.9M0.02%
150
BIVVANGUARD BD INDEX FDS
3,810$284.7M0.02%
151
NSCNORFOLK SOUTHN CORP
1,207$283.4M0.02%
152
ALBALBEMARLE CORP
3,252$279.9M0.02%
153
SBUXSTARBUCKS CORP
3,020$275.6M0.02%
154
AMATAPPLIED MATLS INC
1,693$275.3M0.02%
155
MNSTMONSTER BEVERAGE CORP NEW
5,226$274.7M0.02%
156
PYPLPAYPAL HLDGS INC
3,140$268.0M0.02%
157
ARCCARES CAPITAL CORP
12,082$264.5M0.02%
158
EFGISHARES TR
2,723$263.7M0.02%
159
SPGIS&P GLOBAL INC
528$263.0M0.02%
160
VDCVANGUARD WORLD FD
1,204$254.5M0.02%
161
TMOTHERMO FISHER SCIENTIFIC INC
485$252.1M0.02%
162
VCRVANGUARD WORLD FD
664$249.3M0.02%
163
BMYBRISTOL-MYERS SQUIBB CO
4,297$243.0M0.02%
164
VPUVANGUARD WORLD FD
1,473$240.8M0.02%
165
PTYPIMCO CORPORATE & INCOME OPP
16,745$240.6M0.02%
166
PFEPFIZER INC
8,989$238.5M0.02%
167
IBDXISHARES TR
9,622$236.5M0.02%
168
VISVANGUARD WORLD FD
927$235.8M0.02%
169
FSKFS KKR CAP CORP
10,800$234.6M0.02%
170
IWDISHARES TR
1,267$234.6M0.02%
171
VOOVANGUARD INDEX FDS
432$232.6M0.02%
172
AFLAFLAC INC
2,239$231.6M0.02%
173
DDOMINION ENERGY INC
4,297$231.5M0.02%
174
NVRNVR INC
28$229.0M0.02%
175
BSVVANGUARD BD INDEX FDS
2,952$228.1M0.02%
176
KELKELLANOVA
2,788$225.7M0.02%
177
4I1PHILIP MORRIS INTL INC
1,850$222.6M0.02%
178
ALSALLSTATE CORP
1,154$222.5M0.02%
179
QCOMQUALCOMM INC
1,430$219.7M0.02%
180
EBAEBAY INC.
3,543$219.5M0.02%
181
CRWDCROWDSTRIKE HLDGS INC
640$219.0M0.02%
182
OREALTY INCOME CORP
4,000$213.6M0.02%
183
VAWVANGUARD WORLD FD
1,125$211.3M0.02%
184
IBDYISHARES TR
8,360$209.8M0.01%
185
BCCCGLOBAL X FDS
5,092$205.8M0.01%
186
TAT&T INC
9,022$205.4M0.01%
187
CALFPACER FDS TR
4,663$205.2M0.01%
188
IWFISHARES TR
501$201.2M0.01%
189
FTHYFIRST TR HIGH YIELD OPPRT 20
10,570$153.1M0.01%
190
PFLTPENNANTPARK FLOATING RATE CA
11,798$129.0M0.01%
191
HIXWESTERN ASSET HIGH INCOM FD
22,800$96.0M0.01%
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