FULTON BREAKEFIELD BROENNIMAN LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 339K | $92.23M |
 | AMZN | 285K | $65.84M |
 | NEE | 281K | $22.54M |
 | GOOGL | 253K | $79.18M |
 | NVDA | 247K | $45.99M |
 | TSM | 209K | $63.47M |
 | MSFT | 178K | $86.14M |
 | NFLX | 164K | $15.37M |
 | TJX | 140K | $21.57M |
 | HWM | 128K | $26.27M |
 | APO | 125K | $18.10M |
 | PGR | 110K | $25.02M |
 | LOW | 109K | $26.36M |
 | V | 102K | $35.91M |
 | EOG | 97K | $10.15M |
 | BRK-B | 88K | $44.11M |
 | ABBV | 85K | $19.35M |
 | UNP | 61K | $14.15M |
 | WCN | 59K | $10.40M |
 | JPM | 59K | $18.92M |
Apple Inc.
AAPL
Shares Held
339K
Value
$92.23M
Amazon.com, Inc.
AMZN
Shares Held
285K
Value
$65.84M
NextEra Energy, Inc.
NEE
Shares Held
281K
Value
$22.54M
Alphabet Inc.
GOOGL
Shares Held
253K
Value
$79.18M
NVIDIA Corporation
NVDA
Shares Held
247K
Value
$45.99M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
209K
Value
$63.47M
Microsoft Corporation
MSFT
Shares Held
178K
Value
$86.14M
Netflix, Inc.
NFLX
Shares Held
164K
Value
$15.37M
The TJX Companies, Inc.
TJX
Shares Held
140K
Value
$21.57M
Howmet Aerospace Inc.
HWM
Shares Held
128K
Value
$26.27M
Apollo Global Management, Inc.
APO
Shares Held
125K
Value
$18.10M
The Progressive Corporation
PGR
Shares Held
110K
Value
$25.02M
Lowe's Companies, Inc.
LOW
Shares Held
109K
Value
$26.36M
Visa Inc.
V
Shares Held
102K
Value
$35.91M
EOG Resources, Inc.
EOG
Shares Held
97K
Value
$10.15M
Berkshire Hathaway Inc.
BRK-B
Shares Held
88K
Value
$44.11M
AbbVie Inc.
ABBV
Shares Held
85K
Value
$19.35M
Union Pacific Corporation
UNP
Shares Held
61K
Value
$14.15M
Waste Connections, Inc.
WCN
Shares Held
59K
Value
$10.40M
JPMorgan Chase & Co.
JPM
Shares Held
59K
Value
$18.92M