FULTON BREAKEFIELD BROENNIMAN LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 352K | $89.65M |
 | NEE | 288K | $21.75M |
 | AMZN | 285K | $62.57M |
 | GOOGL | 263K | $63.82M |
 | NVDA | 248K | $46.19M |
 | TSM | 213K | $59.52M |
 | MSFT | 180K | $93.16M |
 | TJX | 140K | $20.29M |
 | CMG | 131K | $5.12M |
 | HWM | 130K | $25.47M |
 | APO | 127K | $16.91M |
 | PGR | 113K | $27.81M |
 | CHD | 111K | $9.76M |
 | LOW | 111K | $27.91M |
 | EOG | 106K | $11.92M |
 | V | 103K | $35.17M |
 | BRK-B | 89K | $44.58M |
 | ABBV | 86K | $20.00M |
 | DHR | 67K | $13.27M |
 | WCN | 64K | $11.28M |
Apple Inc.
AAPL
Shares Held
352K
Value
$89.65M
NextEra Energy, Inc.
NEE
Shares Held
288K
Value
$21.75M
Amazon.com, Inc.
AMZN
Shares Held
285K
Value
$62.57M
Alphabet Inc.
GOOGL
Shares Held
263K
Value
$63.82M
NVIDIA Corporation
NVDA
Shares Held
248K
Value
$46.19M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
213K
Value
$59.52M
Microsoft Corporation
MSFT
Shares Held
180K
Value
$93.16M
The TJX Companies, Inc.
TJX
Shares Held
140K
Value
$20.29M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
131K
Value
$5.12M
Howmet Aerospace Inc.
HWM
Shares Held
130K
Value
$25.47M
Apollo Global Management, Inc.
APO
Shares Held
127K
Value
$16.91M
The Progressive Corporation
PGR
Shares Held
113K
Value
$27.81M
Church & Dwight Co., Inc.
CHD
Shares Held
111K
Value
$9.76M
Lowe's Companies, Inc.
LOW
Shares Held
111K
Value
$27.91M
EOG Resources, Inc.
EOG
Shares Held
106K
Value
$11.92M
Visa Inc.
V
Shares Held
103K
Value
$35.17M
Berkshire Hathaway Inc.
BRK-B
Shares Held
89K
Value
$44.58M
AbbVie Inc.
ABBV
Shares Held
86K
Value
$20.00M
Danaher Corporation
DHR
Shares Held
67K
Value
$13.27M
Waste Connections, Inc.
WCN
Shares Held
64K
Value
$11.28M