FIRST DALLAS SECURITIES INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CLF | 244K | $3.24M |
 | NVDA | 205K | $38.18M |
 | WULF | 180K | $2.07M |
 | FCX | 133K | $6.74M |
 | MRP | 112K | $3.36M |
 | DKNG | 111K | $3.84M |
 | AIOT | 91K | $486.51K |
 | CSWC | 90K | $1.99M |
 | UBER | 79K | $6.49M |
 | T | 76K | $1.89M |
 | PR | 75K | $1.05M |
 | OKE | 74K | $5.41M |
 | BANC | 73K | $1.40M |
 | GENI | 69K | $754.87K |
 | AAPL | 68K | $18.49M |
 | TPL | 65K | $18.57M |
 | GEO | 63K | $1.02M |
 | XOM | 47K | $5.61M |
 | ETD | 44K | $1.01M |
 | AMZN | 40K | $9.23M |
Cleveland-Cliffs Inc.
CLF
Shares Held
244K
Value
$3.24M
NVIDIA Corporation
NVDA
Shares Held
205K
Value
$38.18M
TeraWulf Inc.
WULF
Shares Held
180K
Value
$2.07M
Freeport-McMoRan Inc.
FCX
Shares Held
133K
Value
$6.74M
Millrose Properties, Inc.
MRP
Shares Held
112K
Value
$3.36M
DraftKings Inc.
DKNG
Shares Held
111K
Value
$3.84M
PowerFleet, Inc.
AIOT
Shares Held
91K
Value
$486.51K
Capital Southwest Corporation
CSWC
Shares Held
90K
Value
$1.99M
Uber Technologies, Inc.
UBER
Shares Held
79K
Value
$6.49M
AT&T Inc.
T
Shares Held
76K
Value
$1.89M
Permian Resources Corporation
PR
Shares Held
75K
Value
$1.05M
ONEOK, Inc.
OKE
Shares Held
74K
Value
$5.41M
Banc of California, Inc.
BANC
Shares Held
73K
Value
$1.40M
Genius Sports Limited
GENI
Shares Held
69K
Value
$754.87K
Apple Inc.
AAPL
Shares Held
68K
Value
$18.49M
Texas Pacific Land Corporation
TPL
Shares Held
65K
Value
$18.57M
The GEO Group, Inc.
GEO
Shares Held
63K
Value
$1.02M
Exxon Mobil Corporation
XOM
Shares Held
47K
Value
$5.61M
Ethan Allen Interiors Inc.
ETD
Shares Held
44K
Value
$1.01M
Amazon.com, Inc.
AMZN
Shares Held
40K
Value
$9.23M