SFMG, LLC Q2 2020 Filing

Filed August 3, 2020

Portfolio Value

$701.8B

Holdings

165

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (165 positions)

#StockSharesValue% PortfolioType
101
FISVFISERV INC
4,707$459.0M0.07%
102
IPINTL PAPER CO
12,680$446.0M0.06%
103
PFFISHARES TR
12,695$440.0M0.06%
104
LUVSOUTHWEST AIRLS CO
12,815$438.0M0.06%
105
PEGPUBLIC SVC ENTERPRISE GRP IN
8,270$407.0M0.06%
106
ECLECOLAB INC
2,036$405.0M0.06%
107
PAYCPAYCOM SOFTWARE INC
1,302$403.0M0.06%
108
INTCINTEL CORP
6,480$388.0M0.06%
109
MOALTRIA GROUP INC
9,753$383.0M0.05%
110
CLXCLOROX CO DEL
1,702$373.0M0.05%
111
SSBUSDSOUTH ST CORP
7,427$354.0M0.05%
112
VUGVANGUARD INDEX FDS
1,718$347.0M0.05%
113
HUMHUMANA INC
896$347.0M0.05%
114
PYPLPAYPAL HLDGS INC
1,950$340.0M0.05%
115
TXNTEXAS INSTRS INC
2,614$332.0M0.05%
116
ROKROCKWELL AUTOMATION INC
1,551$330.0M0.05%
117
NKENIKE INC
3,353$329.0M0.05%
118
KMBKIMBERLY CLARK CORP
2,259$319.0M0.05%
119
LLYLILLY ELI & CO
1,920$315.0M0.04%
120
IBMINTERNATIONAL BUSINESS MACHS
2,610$315.0M0.04%
121
PAAPLAINS ALL AMERN PIPELINE L
34,936$309.0M0.04%
122
IWRISHARES TR
5,528$296.0M0.04%
123
MTDRMATADOR RES CO
33,422$284.0M0.04%
124
ADBEADOBE INC
653$284.0M0.04%
125
AQLTISHARES TR
3,456$279.0M0.04%
126
GISGENERAL MLS INC
4,517$278.0M0.04%
127
CHTRCHARTER COMMUNICATIONS INC N
545$278.0M0.04%
128
GW PHARMACEUTICALS PLC
2,269$278.0M0.04%
129
AFWALIGN TECHNOLOGY INC
1,000$274.0M0.04%
130
IJHISHARES TR
1,498$266.0M0.04%
131
CVSCVS HEALTH CORP
4,067$264.0M0.04%
132
ROBOEXCHANGE TRADED CONCEPTS TR
6,076$264.0M0.04%
133
4I1PHILIP MORRIS INTL INC
3,747$263.0M0.04%
134
DRDDRDGOLD LIMITED
16,516$261.0M0.04%
135
MLMMARTIN MARIETTA MATLS INC
1,262$261.0M0.04%
136
BFAMBRIGHT HORIZONS FAM SOL IN D
2,226$261.0M0.04%
137
APOEURAPOLLO GLOBAL MGMT INC
5,151$257.0M0.04%
138
STXSEAGATE TECHNOLOGY PLC
5,284$256.0M0.04%
139
PAYXPAYCHEX INC
3,371$255.0M0.04%
140
IBERIABANK CORP
5,258$239.0M0.03%
141
SDYSPDR SER TR
2,559$233.0M0.03%
142
DRIDARDEN RESTAURANTS INC
3,000$227.0M0.03%
143
LMTLOCKHEED MARTIN CORP
618$226.0M0.03%
144
TWLOTWILIO INC
1,000$219.0M0.03%
145
CIBRFIRST TR EXCHANGE TRADED FD
6,643$219.0M0.03%
146
AGGISHARES TR
1,818$215.0M0.03%
147
UNPUNION PAC CORP
1,263$214.0M0.03%
148
ISRAVANECK VECTORS ETF TR
6,474$213.0M0.03%
149
INCYINCYTE CORP
1,996$208.0M0.03%
150
TCRTZIOPHARM ONCOLOGY INC
62,433$205.0M0.03%
151
AZNASTRAZENECA PLC
3,876$205.0M0.03%
152
HDGEGBPADVISORSHARES TR
40,823$198.0M0.03%
153
GEGENERAL ELECTRIC CO
25,597$175.0M0.02%
154
KOSKOSMOS ENERGY LTD
103,600$172.0M0.02%
155
APH1EURAPHRIA INC
38,015$163.0M0.02%
156
ETENERGY TRANSFER LP
20,232$144.0M0.02%
157
CRONCRONOS GROUP INC
17,622$106.0M0.02%
158
PAGPPLAINS GP HLDGS L P
11,250$100.0M0.01%
159
VLYVALLEY NATL BANCORP
11,606$91.0M0.01%
160
BSMBLACK STONE MINERALS L P
11,918$77.0M0.01%
161
JEGBPJUST ENERGY GROUP INC
100,000$51.0M0.01%
162
ORGANIGRAM HLDGS INC
30,976$48.0M0.01%
163
TCSUSDCONTAINER STORE GROUP INC
12,983$42.0M0.01%
164
PHUNWPHUNWARE INC
16,652$20.0M0.00%
165
CHENIERE ENERGY INC
15,000$9.0M0.00%
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