Stock Taper 
FIRST DALLAS SECURITIES INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 ConocoPhillips | COP | 2.3K | $238.94K |
 United Airlines Holdings, Inc. | UAL | 2.4K | $326.38K |
 Costco Wholesale Corporation | COST | 2.43K | $2.28M |
 Carpenter Technology Corporation | CRS | 2.66K | $1.64M |
 GE Aerospace | GE | 2.96K | $1.11M |
 Cullen/Frost Bankers, Inc. | CFR | 2.98K | $460.16K |
 Palo Alto Networks, Inc. | PANW | 3.01K | $1.03M |
 Alphabet Inc. | GOOGL | 3.08K | $1.1M |
 Owens Corning | OC | 3.1K | $492.78K |
 Simon Property Group, Inc. | SPG | 3.1K | $693.32K |
 RTX Corporation | RTX | 3.11K | $589.87K |
 FedEx Corporation | FDX | 3.11K | $973.83K |
 Dell Technologies Inc. | DELL | 3.16K | $1.36M |
 AbbVie Inc. | ABBV | 3.27K | $821.61K |
 Insulet Corp. | PODD | 3.45K | $525.26K |
 Morgan Stanley | MS | 4.06K | $849.12K |
 Amgen Inc. | AMGN | 4.06K | $1.47M |
 Applied Materials, Inc. | AMAT | 4.28K | $3.09M |
 Eli Lilly and Company | LLY | 4.36K | $5.23M |
 American Express Company | AXP | 4.44K | $1.5M |