SFMG, LLC Q1 2025 Filing

Filed May 9, 2025

Portfolio Value

$1.3T

Holdings

283

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (283 positions)

#StockSharesValue% PortfolioType
201
SGOLETFS GOLD TR
10,000$298.2M0.02%
202
MTDRMATADOR RES CO
5,794$296.0M0.02%
203
QUALISHARES TR
1,710$292.2M0.02%
204
FSKFS KKR CAP CORP
13,899$291.2M0.02%
205
ICEINTERCONTINENTAL EXCHANGE IN
1,667$287.6M0.02%
206
HCAHCA HEALTHCARE INC
828$286.0M0.02%
207
BFAMBRIGHT HORIZONS FAM SOL IN D
2,226$282.8M0.02%
208
CMCSACOMCAST CORP NEW
7,636$281.8M0.02%
209
ENBENBRIDGE INC
6,353$281.5M0.02%
210
MPCMARATHON PETE CORP
1,918$279.4M0.02%
211
GISGENERAL MLS INC
4,638$277.3M0.02%
212
HLIHOULIHAN LOKEY INC
1,711$276.3M0.02%
213
CTRACOTERRA ENERGY INC
9,474$273.8M0.02%
214
PFEPFIZER INC
10,702$271.2M0.02%
215
MPLXMPLX LP
4,952$265.0M0.02%
216
ISRAVANECK ETF TRUST
6,271$264.5M0.02%
217
APDAIR PRODS & CHEMS INC
897$264.5M0.02%
218
MGCVANGUARD WORLD FD
1,300$261.8M0.02%
219
QCOMQUALCOMM INC
1,685$258.8M0.02%
220
TRVTRAVELERS COMPANIES INC
970$256.6M0.02%
221
SPGIS&P GLOBAL INC
504$256.0M0.02%
222
ORCLORACLE CORP
1,823$254.9M0.02%
223
ORLYOREILLY AUTOMOTIVE INC
176$252.5M0.02%
224
MUMICRON TECHNOLOGY INC
2,901$252.0M0.02%
225
XLFSELECT SECTOR SPDR TR
5,007$249.4M0.02%
226
CRWDCROWDSTRIKE HLDGS INC
706$249.0M0.02%
227
AMLPALPS ETF TR
4,725$245.4M0.02%
228
DKNGDRAFTKINGS INC NEW
7,387$245.3M0.02%
229
SFMSPROUTS FMRS MKT INC
1,606$245.1M0.02%
230
CRKCOMSTOCK RES INC
12,030$244.7M0.02%
231
NDAQNASDAQ INC
3,210$243.5M0.02%
232
IJRISHARES TR
2,328$243.4M0.02%
233
DUKDUKE ENERGY CORP NEW
1,981$241.6M0.02%
234
ISTBISHARES TR
4,977$240.6M0.02%
235
BNDVANGUARD BD INDEX FDS
3,252$238.9M0.02%
236
OREALTY INCOME CORP
4,083$236.8M0.02%
237
JKHYHENRY JACK & ASSOC INC
1,293$236.1M0.02%
238
JCIJOHNSON CTLS INTL PLC
2,913$233.4M0.02%
239
UPSUNITED PARCEL SERVICE INC
2,118$233.0M0.02%
240
WSTWEST PHARMACEUTICAL SVSC INC
1,037$232.2M0.02%
241
ITCIEURINTRA-CELLULAR THERAPIES INC
1,748$230.6M0.02%
242
NLRVANECK ETF TRUST
3,123$228.8M0.02%
243
AZNASTRAZENECA PLC
3,084$226.7M0.02%
244
SHELSHELL PLC
3,054$223.8M0.02%
245
EDCONSOLIDATED EDISON INC
2,020$223.4M0.02%
246
SMMDISHARES TR
3,553$222.2M0.02%
247
EWTXEDGEWISE THERAPEUTICS INC
10,000$220.0M0.02%
248
NOWSERVICENOW INC
270$214.7M0.02%
249
FTNTFORTINET INC
2,224$214.1M0.02%
250
KOSKOSMOS ENERGY LTD
93,480$213.1M0.02%
251
RSPINVESCO EXCHANGE TRADED FD T
1,225$212.3M0.02%
252
PYPLPAYPAL HLDGS INC
3,251$212.1M0.02%
253
GLWCORNING INC
4,540$207.9M0.02%
254
SYKSTRYKER CORPORATION
553$205.7M0.02%
255
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,232$204.5M0.02%
256
AMTMAMENTUM HOLDINGS INC
10,984$199.9M0.02%
257
DHTDHT HOLDINGS INC
19,015$199.7M0.02%
258
HBANHUNTINGTON BANCSHARES INC
11,062$166.0M0.01%
259
NZFNUVEEN MUNICIPAL CREDIT INC
12,680$155.1M0.01%
260
MYDBLACKROCK MUNIYIELD FD INC
14,213$149.9M0.01%
261
MYIBLACKROCK MUNIYIELD QUALITY
13,526$148.7M0.01%
262
NADNUVEEN QUALITY MUNCP INCOME
12,709$146.4M0.01%
263
XNEAXNUVEEN AMT FREE QLTY MUN INC
13,049$146.1M0.01%
264
MVFBLACKROCK MUNIVEST FD INC
20,753$145.5M0.01%
265
MUCBLACKROCK MUNIHOLDINGS QUALI
14,312$143.1M0.01%
266
MHDBLACKROCK MUNIHOLDINGS FD IN
12,093$142.0M0.01%
267
ABRARBOR REALTY TRUST INC
11,009$129.4M0.01%
268
RIGTRANSOCEAN LTD
30,000$95.1M0.01%
269
SLDBSOLID BIOSCIENCES INC
25,031$92.6M0.01%
270
VLYVALLEY NATL BANCORP
10,156$90.3M0.01%
271
CIFRCIPHER MINING INC
38,000$87.4M0.01%
27235,000$85.2M0.01%
273
SOUNSOUNDHOUND AI INC
10,000$81.2M0.01%
274
ACTUACTUATE THERAPEUTICS INC
11,000$74.5M0.01%
275
PSN 0.25 08/15/25PARSONS CORP DEL
28,000$37.1M0.00%
276
VSH 2.25 06/15/25VISHAY INTERTECHNOLOGY INC
35,000$34.4M0.00%
277
CRONCRONOS GROUP INC
17,622$31.9M0.00%
278
CORZWCORE SCIENTIFIC INC NEW
10,129$30.7M0.00%
279
PCRX 0.75 08/01/25PACIRA BIOSCIENCES INC
24,000$23.4M0.00%
280
AMRNAMARIN CORP PLC
50,000$22.4M0.00%
281
CAKE 0.375 06/15/26CHEESECAKE FACTORY INC
23,000$22.4M0.00%
282
TLRYEURTILRAY BRANDS INC
33,854$22.3M0.00%
283
GRWGGROWGENERATION CORP
10,349$11.2M0.00%
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