FULTON BREAKEFIELD BROENNIMAN LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 300K | $76.11M |
 | BRK-B | 267K | $35.84M |
 | NVDA | 260K | $45.42M |
 | AMZN | 229K | $47.68M |
 | NEE | 226K | $20.99M |
 | GOOGL | 223K | $64.06M |
 | MSFT | 178K | $65.97M |
 | NFLX | 166K | $16.00M |
 | TSM | 161K | $54.34M |
 | TJX | 140K | $22.30M |
 | HWM | 127K | $29.16M |
 | APO | 122K | $13.62M |
 | PGR | 110K | $21.80M |
 | EOG | 96K | $13.89M |
 | V | 84K | $25.35M |
 | ABBV | 83K | $18.06M |
 | LOW | 79K | $18.61M |
 | JPM | 59K | $17.34M |
 | WCN | 59K | $9.53M |
 | AVGO | 57K | $17.62M |
Apple Inc.
AAPL
Shares Held
300K
Value
$76.11M
Berkshire Hathaway Inc.
BRK-B
Shares Held
267K
Value
$35.84M
NVIDIA Corporation
NVDA
Shares Held
260K
Value
$45.42M
Amazon.com, Inc.
AMZN
Shares Held
229K
Value
$47.68M
NextEra Energy, Inc.
NEE
Shares Held
226K
Value
$20.99M
Alphabet Inc.
GOOGL
Shares Held
223K
Value
$64.06M
Microsoft Corporation
MSFT
Shares Held
178K
Value
$65.97M
Netflix, Inc.
NFLX
Shares Held
166K
Value
$16.00M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
161K
Value
$54.34M
The TJX Companies, Inc.
TJX
Shares Held
140K
Value
$22.30M
Howmet Aerospace Inc.
HWM
Shares Held
127K
Value
$29.16M
Apollo Global Management, Inc.
APO
Shares Held
122K
Value
$13.62M
The Progressive Corporation
PGR
Shares Held
110K
Value
$21.80M
EOG Resources, Inc.
EOG
Shares Held
96K
Value
$13.89M
Visa Inc.
V
Shares Held
84K
Value
$25.35M
AbbVie Inc.
ABBV
Shares Held
83K
Value
$18.06M
Lowe's Companies, Inc.
LOW
Shares Held
79K
Value
$18.61M
JPMorgan Chase & Co.
JPM
Shares Held
59K
Value
$17.34M
Waste Connections, Inc.
WCN
Shares Held
59K
Value
$9.53M
Broadcom Inc.
AVGO
Shares Held
57K
Value
$17.62M