account_balance
Investment manager · 13F filer · SEC CIK 937729
Fayez Sarofim & Co
Reported value$42.5Bas of Jun 30, 2026
Positions300 17 new, 11 sold out
Top 10 weight48.8%AAPL alone is 10%
FiledAug 1748 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc
9.5%
MSFTMicrosoft Corp
7.3%Added +7%
GOOGAlphabet Inc-cl C
6.5%
NVDANvidia Corp
4.7%Added +2%
AMZNAmazon.com Inc
4.7%Added +3%
PMPhilip Morris International
4.7%
METAMeta Platforms Inc
2.9%Added +4%
KOCoca-cola Co
2.9%
TSMTaiwan Semiconductor-sp ADR
2.9%
ASMLAsml Holding Nv-ny Reg SHS
2.7%Trimmed −12%
XOMXXXXExxon Mobil Corp
2.5%Trimmed −3%
JPMJPMorgan Chase & Co
2.5%Added +3%
AAPLApple Inc
9.5%
MSFTMicrosoft Corp
7.3%Added +7%
GOOGAlphabet Inc-cl C
6.5%
NVDANvidia Corp
4.7%Added +2%
AMZNAmazon.com Inc
4.7%Added +3%
PM4.7%META2.9%KO2.9%TSM2.9%ASML2.7%XOMXXXX2.5%JPM2.5%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
AAPL Apple Inc 9.5% HeldMSFT Microsoft Corp 7.3% Added +7%GOOG Alphabet Inc-cl C 6.5% HeldNVDA Nvidia Corp 4.7% Added +2%AMZN Amazon.com Inc 4.7% Added +3%PM Philip Morris International 4.7% HeldMETA Meta Platforms Inc 2.9% Added +4%KO Coca-cola Co 2.9% HeldTSM Taiwan Semiconductor-sp ADR 2.9% HeldASML Asml Holding Nv-ny Reg SHS 2.7% Trimmed −12%XOMXXXX Exxon Mobil Corp 2.5% Trimmed −3%JPM JPMorgan Chase & Co 2.5% Added +3%
What changed