SFMG, LLC Q4 2024 Filing

Filed February 11, 2025

Portfolio Value

$1.3T

Holdings

273

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (273 positions)

#StockSharesValue% PortfolioType
201
HLIHOULIHAN LOKEY INC
1,712$297.3M0.02%
202
GISGENERAL MLS INC
4,608$293.9M0.02%
203
DDOMINION ENERGY INC
5,348$288.1M0.02%
204
CMCSACOMCAST CORP NEW
7,649$287.1M0.02%
205
FISVFISERV INC
1,375$282.5M0.02%
206
ORIOLD REP INTL CORP
7,793$282.0M0.02%
207
NOWSERVICENOW INC
265$280.6M0.02%
208
MGCVANGUARD WORLD FD
1,300$276.5M0.02%
209
DKNGDRAFTKINGS INC NEW
7,392$275.0M0.02%
210
ENBENBRIDGE INC
6,448$273.6M0.02%
211
VLOVALERO ENERGY CORP
2,231$273.5M0.02%
212
ISRAVANECK ETF TRUST
6,271$273.1M0.02%
213
SPGIS&P GLOBAL INC
545$271.4M0.02%
214
SFMSPROUTS FMRS MKT INC
2,120$269.4M0.02%
215
IJRISHARES TR
2,324$267.7M0.02%
216
UPSUNITED PARCEL SERVICE INC
2,122$267.5M0.02%
217
EWTXEDGEWISE THERAPEUTICS INC
10,000$267.0M0.02%
218
PYPLPAYPAL HLDGS INC
3,028$258.5M0.02%
219
QCOMQUALCOMM INC
1,664$255.6M0.02%
220
NLRVANECK ETF TRUST
3,123$254.0M0.02%
221
APDAIR PRODS & CHEMS INC
865$251.0M0.02%
222
SGOLETFS GOLD TR
10,000$250.5M0.02%
223
MPCMARATHON PETE CORP
1,788$249.4M0.02%
224
HCAHCA HEALTHCARE INC
824$247.2M0.02%
225
ICEINTERCONTINENTAL EXCHANGE IN
1,657$246.9M0.02%
226
BFAMBRIGHT HORIZONS FAM SOL IN D
2,226$246.8M0.02%
227
WDCWESTERN DIGITAL CORP
4,081$243.4M0.02%
228
ABRARBOR REALTY TRUST INC
17,509$242.5M0.02%
229
ORLYOREILLY AUTOMOTIVE INC
204$242.0M0.02%
230
CTRACOTERRA ENERGY INC
9,474$242.0M0.02%
231
TRVTRAVELERS COMPANIES INC
986$237.5M0.02%
232
MPLXMPLX LP
4,952$237.0M0.02%
233
AMTMAMENTUM HOLDINGS INC
10,984$231.0M0.02%
234
CRWDCROWDSTRIKE HLDGS INC
672$230.1M0.02%
235
JKHYHENRY JACK & ASSOC INC
1,303$228.4M0.02%
236
SMMDISHARES TR
3,305$224.7M0.02%
237
CMGCHIPOTLE MEXICAN GRILL INC
3,718$224.2M0.02%
238
ULTAULTA BEAUTY INC
508$220.8M0.02%
239
JCIJOHNSON CTLS INTL PLC
2,788$220.1M0.02%
240
NDAQNASDAQ INC
2,841$219.6M0.02%
241
DWDMORGAN STANLEY
1,711$215.2M0.02%
242
FANGDIAMONDBACK ENERGY INC
1,310$214.6M0.02%
243
GLWCORNING INC
4,515$214.6M0.02%
244
JETSETF SER SOLUTIONS
8,463$214.5M0.02%
245
DUKDUKE ENERGY CORP NEW
1,965$211.7M0.02%
246
ISTBISHARES TR
4,397$210.0M0.02%
247
TMTOYOTA MOTOR CORP
1,056$205.5M0.02%
248
GWWGRAINGER W W INC
193$203.4M0.02%
249
AEPAMERICAN ELEC PWR CO INC
2,184$201.4M0.02%
250
SOUNSOUNDHOUND AI INC
10,000$198.4M0.02%
251
HBANHUNTINGTON BANCSHARES INC
11,007$179.1M0.01%
252
DHTDHT HOLDINGS INC
19,015$176.6M0.01%
253
NZFNUVEEN MUNICIPAL CREDIT INC
12,680$154.3M0.01%
254
XMUIXBLACKROCK MUNICIPAL INCOME
12,732$154.3M0.01%
255
MYIBLACKROCK MUNIYIELD QUALITY
13,526$149.3M0.01%
256
NADNUVEEN QUALITY MUNCP INCOME
12,709$148.2M0.01%
257
MYDBLACKROCK MUNIYIELD FD INC
14,213$147.7M0.01%
258
XNEAXNUVEEN AMT FREE QLTY MUN INC
13,049$147.2M0.01%
259
MVFBLACKROCK MUNIVEST FD INC
20,753$146.1M0.01%
260
MUCBLACKROCK MUNIHOLDINGS QUALI
14,312$143.1M0.01%
261
MHDBLACKROCK MUNIHOLDINGS FD IN
12,093$141.1M0.01%
262
RIGTRANSOCEAN LTD
30,000$112.5M0.01%
263
VLYVALLEY NATL BANCORP
10,156$92.0M0.01%
264
CORZWCORE SCIENTIFIC INC NEW
10,356$85.1M0.01%
26535,000$70.8M0.01%
266
PSN 0.25 08/15/25PARSONS CORP DEL
28,000$57.6M0.00%
267
TLRYEURTILRAY BRANDS INC
33,854$45.0M0.00%
268
CRONCRONOS GROUP INC
17,622$35.6M0.00%
269
VSH 2.25 06/15/25VISHAY INTERTECHNOLOGY INC
35,000$34.5M0.00%
270
NSIT 0.75 02/15/25INSIGHT ENTERPRISES INC
14,000$31.2M0.00%
271
PCRX 0.75 08/01/25PACIRA BIOSCIENCES INC
24,000$23.2M0.00%
272
CAKE 0.375 06/15/26CHEESECAKE FACTORY INC
23,000$22.7M0.00%
273
GRWGGROWGENERATION CORP
10,349$17.5M0.00%
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