account_balance
Investment manager · 13F filer · SEC CIK 1378559
First Dallas Securities Inc.
Reported value$299Mas of Sep 30, 2026
Positions122 10 new, 13 sold out
Top 10 weight47.7%NVDA alone is 16%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
15.7%
AAPLApple Inc.
7.8%Added +3%
TPLTexas Pacific Land Corp
6.8%Added +8%
AMZNAmazon.com Inc
3.6%
MUMicron Technology Inc
2.9%Added +43%
FCXFreeport-McMoRan Inc
2.8%
XOMExxonMobil Holdings Corp
2.4%
CATCaterpillar Inc
2.1%−4%
OKEOneok Inc
1.9%+2%
SNSharkNinja, Inc.
1.7%Trimmed −20%
LLYELI Lilly & Co
1.6%Trimmed −3%
VIK1.6%NVDANVIDIA Corp
15.7%
AAPLApple Inc.
7.8%
TPLTexas Pacific Land Corp
6.8%+8%
AMZNAmazon.com Inc
3.6%
MU2.9%FCX2.8%XOMExxonMobil Holdings Corp
2.4%
CAT2.1%OKE1.9%SNLLY1.6%VIK1.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 15.7% HeldAAPL Apple Inc. 7.8% Added +3%TPL Texas Pacific Land Corp 6.8% Added +8%AMZN Amazon.com Inc 3.6% HeldMU Micron Technology Inc 2.9% Added +43%FCX Freeport-McMoRan Inc 2.8% HeldXOM ExxonMobil Holdings Corp 2.4% HeldCAT Caterpillar Inc 2.1% Trimmed −4%OKE Oneok Inc 1.9% Added +2%SN SharkNinja, Inc. 1.7% Trimmed −20%LLY ELI Lilly & Co 1.6% Trimmed −3%VIK Viking Holdings Ltd 1.6% Added +154%
What changed
Biggest moves since Jun 30, 2026
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