FULTON BREAKEFIELD BROENNIMAN LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UNP | 62K | $14.76M |
 | JPM | 59K | $18.50M |
 | MCD | 51K | $15.48M |
 | UNH | 49K | $16.96M |
 | AXP | 46K | $15.42M |
 | LIN | 46K | $21.79M |
 | GD | 42K | $14.17M |
 | LLY | 40K | $30.21M |
 | SYK | 35K | $13.12M |
 | SAP | 35K | $9.48M |
 | ADP | 34K | $9.87M |
 | REE | 28K | $20.56K |
 | CVX | 27K | $4.14M |
 | SPGI | 25K | $12.03M |
 | JNJ | 21K | $3.90M |
 | XOM | 18K | $2.04M |
 | NFLX | 16K | $19.52M |
 | ASML | 15K | $14.89M |
 | GOOG | 14K | $3.53M |
 | TSLA | 13K | $5.72M |
Union Pacific Corporation
UNP
Shares Held
62K
Value
$14.76M
JPMorgan Chase & Co.
JPM
Shares Held
59K
Value
$18.50M
McDonald's Corporation
MCD
Shares Held
51K
Value
$15.48M
UnitedHealth Group Incorporated
UNH
Shares Held
49K
Value
$16.96M
American Express Company
AXP
Shares Held
46K
Value
$15.42M
Linde plc
LIN
Shares Held
46K
Value
$21.79M
General Dynamics Corporation
GD
Shares Held
42K
Value
$14.17M
Eli Lilly and Company
LLY
Shares Held
40K
Value
$30.21M
Stryker Corporation
SYK
Shares Held
35K
Value
$13.12M
SAP SE
SAP
Shares Held
35K
Value
$9.48M
Automatic Data Processing, Inc.
ADP
Shares Held
34K
Value
$9.87M
REE Automotive Ltd.
REE
Shares Held
28K
Value
$20.56K
Chevron Corporation
CVX
Shares Held
27K
Value
$4.14M
S&P Global Inc.
SPGI
Shares Held
25K
Value
$12.03M
Johnson & Johnson
JNJ
Shares Held
21K
Value
$3.90M
Exxon Mobil Corporation
XOM
Shares Held
18K
Value
$2.04M
Netflix, Inc.
NFLX
Shares Held
16K
Value
$19.52M
ASML Holding N.V.
ASML
Shares Held
15K
Value
$14.89M
Alphabet Inc.
GOOG
Shares Held
14K
Value
$3.53M
Tesla, Inc.
TSLA
Shares Held
13K
Value
$5.72M