Segment Wealth Management, LLC Q1 2026 Filing

Filed April 20, 2026

Portfolio Value

$244.7B

Holdings

308

Report Date

Q1 2026

Filing Type

13F-HR

All Holdings (308 positions)

StockValue
UIUBIQUITI INC
$2.6M
PSXPHILLIPS 66
$2.5M
PANWPALO ALTO NETWORKS INC
$2.5M
GEGE AEROSPACE
$2.4M
VOVANGUARD INDEX FDS
$2.4M
FIXCOMFORT SYS USA INC
$2.3M
COHRCOHERENT CORP
$2.2M
MSCIMSCI INC
$2.2M
RACEFERRARI N V
$2.1M
LMTLOCKHEED MARTIN CORP
$2.0M
SPXCSPX TECHNOLOGIES INC
$1.9M
PGPROCTER & GAMBLE CO
$1.8M
BKNGBOOKING HOLDINGS INC
$1.8M
MRKMERCK & CO INC
$1.8M
IWMISHARES TR
$1.7M
MLB1MERCADOLIBRE INC
$1.6M
WMWASTE MGMT INC DEL
$1.6M
STRLSTERLING INFRASTRUCTURE INC
$1.6M
DUKDUKE ENERGY CORP NEW
$1.4M
ABBVABBVIE INC
$1.4M
CMICUMMINS INC
$1.3M
PEPPEPSICO INC
$1.3M
SKYYFIRST TR EXCHANGE-TRADED FD
$1.3M
RSGREPUBLIC SVCS INC
$1.3M
COPCONOCOPHILLIPS
$1.3M
VRTVERTIV HOLDINGS CO
$1.3M
DEDEERE & CO
$1.2M
JNJJOHNSON & JOHNSON
$1.1M
4I1PHILIP MORRIS INTL INC
$1.1M
COFCAPITAL ONE FINL CORP
$1.1M
EMREMERSON ELEC CO
$1.1M
VONEVANGUARD SCOTTSDALE FDS
$1.0M
PSAPUBLIC STORAGE OPER CO
$1.0M
ITWILLINOIS TOOL WKS INC
$1000K
LOWLOWES COS INC
$1000K
VSTVISTRA CORP
$988K
IWBISHARES TR
$981K
RSPINVESCO EXCHANGE TRADED FD T
$978K
VLOVALERO ENERGY CORP
$968K
TMOTHERMO FISHER SCIENTIFIC INC
$935K
CBCHUBB LTD SWITZ
$923K
VBVANGUARD INDEX FDS
$899K
CRWDCROWDSTRIKE HLDGS INC
$890K
LINLINDE PLC
$852K
ETRENTERGY CORP NEW
$830K
TRGPTARGA RES CORP
$762K
AMGNAMGEN INC
$761K
ADIANALOG DEVICES INC
$750K
VGTVANGUARD WORLD FD
$742K
BXBLACKSTONE INC
$719K
SHOPSHOPIFY INC
$702K
ABTABBOTT LABORATORIES
$670K
CCOCAMECO CORP
$649K
DWDMORGAN STANLEY
$642K
IEXIDEX CORP
$611K
RTXRTX CORPORATION
$595K
PLDPROLOGIS INC.
$589K
IVWISHARES TR
$576K
GDGENERAL DYNAMICS CORP
$560K
LAMRLAMAR ADVERTISING CO
$527K
WECWEC ENERGY GROUP INC
$527K
AMEAMETEK INC
$525K
ECLECOLAB INC
$512K
A4SAMERIPRISE FINL INC
$509K
AFLAFLAC INC
$472K
NOWSERVICENOW INC
$471K
TRVTRAVELERS COMPANIES INC
$464K
NOCNORTHROP GRUMMAN CORP
$436K
FANGDIAMONDBACK ENERGY INC
$434K
KLACKLA CORP
$421K
VBKVANGUARD INDEX FDS
$405K
LHXL3HARRIS TECHNOLOGIES INC
$396K
HONHONEYWELL INTL INC
$395K
BRBROADRIDGE FINL SOLUTIONS IN
$394K
GNRCGENERAC HLDGS INC
$374K
AMDADVANCED MICRO DEVICES INC
$371K
MUSAMURPHY USA INC
$368K
LFUSLITTELFUSE INC
$367K
BLKBLACKROCK INC
$366K
EQIXEQUINIX INC
$353K
QQQMINVESCO EXCH TRADED FD TR II
$351K
WELLWELLTOWER INC
$348K
NUENUCOR CORP
$348K
FQIDIGITAL RLTY TR INC
$335K
IJRISHARES TR
$333K
EXPEEXPEDIA GROUP INC
$330K
EXREXTRA SPACE STORAGE INC
$326K
TTTRANE TECHNOLOGIES PLC
$318K
AWCAMERICAN WTR WKS CO INC NEW
$314K
EDCONSOLIDATED EDISON INC
$312K
GWWWW GRAINGER INC
$297K
AEEAMEREN CORP
$290K
HIGHARTFORD INSURANCE GROUP INC
$275K
TRVCCITIGROUP INC
$269K
IBMINTERNATIONAL BUSINESS MACHS
$261K
IRMIRON MTN INC DEL
$259K
CITHE CIGNA GROUP
$247K
AMATAPPLIED MATLS INC
$234K
VDEVANGUARD WORLD FD
$234K
JCIJOHNSON CONTROLS INTERNATION
$233K
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