SFMG, LLC Q4 2023 Filing

Filed January 30, 2024

Portfolio Value

$1.1B

Holdings

271

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (271 positions)

#StockSharesValue% PortfolioType
201
ZTSZOETIS INC
1,356$267.6B24798.88%
202
ENBENBRIDGE INC
7,340$264.4B24498.02%
203
LULULULULEMON ATHLETICA INC
516$263.8B24446.03%
204
TRGPTARGA RES CORP
3,032$263.4B24405.63%
205
HDVISHARES TR
2,577$262.8B24351.24%
206
HUMHUMANA INC
569$260.5B24136.55%
207
IOOISHARES TR
3,213$258.7B23975.51%
208
ORIOLD REP INTL CORP
8,793$258.5B23953.83%
209
EPR 9 PERP EEPR PPTYS
9,168$257.8B23888.04%
210
GEGENERAL ELECTRIC CO
2,000$255.3B23656.76%
211
UPSUNITED PARCEL SERVICE INC
1,622$255.0B23630.72%
212
AZNASTRAZENECA PLC
3,756$253.0B23440.68%
213
QCOMQUALCOMM INC
1,738$251.4B23291.59%
214
DONSPDR DOW JONES INDL AVERAGE
666$250.9B23249.52%
215
PANWPALO ALTO NETWORKS INC
850$250.6B23224.96%
216
APGAPI GROUP CORP
7,041$243.6B22573.66%
217
CTRACOTERRA ENERGY INC
9,496$242.3B22454.96%
218
TRVTRAVELERS COMPANIES INC
1,231$234.5B21728.05%
219
SCHOSCHWAB STRATEGIC TR
4,782$231.7B21468.14%
220
IJRISHARES TR
2,125$230.1B21319.14%
221
XOPSPDR SER TR
1,670$228.6B21185.71%
222
AEPAMERICAN ELEC PWR CO INC
2,809$228.1B21140.03%
223
HCAHCA HEALTHCARE INC
841$227.6B21093.24%
224
SFMSPROUTS FMRS MKT INC
4,716$226.9B21023.28%
225
SPGIS&P GLOBAL INC
514$226.2B20962.77%
226
ORLYOREILLY AUTOMOTIVE INC
234$222.3B20600.01%
227
MGCVANGUARD WORLD FD
1,300$220.1B20391.06%
228
CHTRCHARTER COMMUNICATIONS INC N
566$220.0B20384.48%
229
ISRAVANECK ETF TRUST
6,265$219.1B20304.70%
230
NOWSERVICENOW INC
304$214.9B19915.72%
231
WDCWESTERN DIGITAL CORP.
4,068$213.0B19740.31%
232
JKHYHENRY JACK & ASSOC INC
1,303$212.9B19729.38%
233
SLBSCHLUMBERGER LTD
4,079$212.3B19669.43%
234
GTLBGITLAB INC
3,352$211.0B19555.09%
235
BFAMBRIGHT HORIZONS FAM SOL IN D
2,226$209.8B19437.96%
236
APDAIR PRODS & CHEMS INC
764$209.3B19389.41%
237
SCHRSCHWAB STRATEGIC TR
4,168$207.2B19202.14%
238
STAGSTAG INDL INC
5,240$205.7B19062.14%
239
OMCOMNICOM GROUP INC
2,368$204.9B18981.89%
240
IWFISHARES TR
672$203.7B18877.56%
241
HLIHOULIHAN LOKEY INC
1,695$203.2B18832.80%
242
DUKDUKE ENERGY CORP NEW
2,069$200.8B18603.84%
243
SGOLABRDN GOLD ETF TRUST
10,000$197.4B18291.02%
244
MYIBLACKROCK MUNIYIELD QUALITY
16,526$192.4B17824.29%
245
DHTDHT HOLDINGS INC
19,015$186.5B17284.46%
246
NZFNUVEEN MUNICIPAL CREDIT INC
15,680$185.3B17173.36%
247
CRKCOMSTOCK RES INC
20,000$177.0B16400.76%
248
BLNDBLEND LABS INC
66,071$168.5B15611.40%
249
MYDBLACKROCK MUNIYIELD FD INC
15,213$164.0B15195.82%
250
NADNUVEEN QUALITY MUNCP INCOME
13,727$157.2B14563.60%
251
SLRCSLR INVESTMENT CORP
10,087$151.6B14047.95%
252
XMUIXBLACKROCK MUNICIPAL INCOME
12,732$148.2B13732.17%
253
XNEAXNUVEEN AMT FREE QLTY MUN INC
13,435$147.8B13694.08%
254
MVFBLACKROCK MUNIVEST FD INC
20,753$147.8B13691.49%
255
MHDBLACKROCK MUNIHOLDINGS FD IN
12,093$144.0B13345.59%
256
MUCBLACKROCK MUNIHOLDINGS QUALI
14,312$143.4B13287.95%
257
HBANHUNTINGTON BANCSHARES INC
10,991$139.8B12954.38%
258
NYCBEURNEW YORK CMNTY BANCORP INC
10,864$111.1B10298.48%
259
VLYVALLEY NATL BANCORP
10,156$110.3B10219.81%
260
EWTXEDGEWISE THERAPEUTICS INC
10,000$109.4B10136.97%
261
TLRYEURTILRAY BRANDS INC
33,854$77.9B7214.85%
26235,000$44.5B4124.28%
263
CIFRCIPHER MINING INC
10,000$41.3B3826.84%
264
PSN 0.25 08/15/25PARSONS CORP DEL
28,000$40.2B3720.93%
265
CRONCRONOS GROUP INC
17,622$36.8B3412.66%
266
NSIT 0.75 02/15/25INSIGHT ENTERPRISES INC
14,000$36.7B3399.13%
267
VSH 2.25 06/15/25VISHAY INTERTECHNOLOGY INC
35,000$34.5B3195.00%
268
GRWGGROWGENERATION CORP
10,349$26.0B2406.93%
269
PCRX 0.75 08/01/25PACIRA BIOSCIENCES INC
24,000$22.2B2059.45%
270
CAKE 0.375 06/15/26CHEESECAKE FACTORY INC
23,000$19.8B1830.58%
271
ICUCWSEASTAR MEDICAL HOLDING CORP
43,888$19.4B1800.29%
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