Stock Taper 
FIRST DALLAS SECURITIES INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Atmos Energy Corporation | ATO | 4.46K | $769.24K |
 Vistra Corp. | VST | 4.6K | $730.17K |
 Blackstone Inc. | BX | 4.84K | $569.76K |
 Ameren Corporation | AEE | 5.22K | $589.69K |
 MasTec, Inc. | MTZ | 5.31K | $2.21M |
 Broadcom Inc. | AVGO | 5.36K | $2.02M |
 The Southern Company | SO | 5.67K | $543.15K |
 Micron Technology, Inc. | MU | 5.7K | $6.57M |
 Palantir Technologies Inc. | PLTR | 6.19K | $722.65K |
 Twilio Inc. | TWLO | 6.3K | $1.3M |
 Powell Industries, Inc. | POWL | 6.85K | $1.96M |
 Clear Secure, Inc. | YOU | 6.9K | $384.54K |
 IPG Photonics Corporation | IPGP | 6.92K | $812.44K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 7.08K | $3.38M |
 Alphabet Inc. | GOOG | 7.62K | $2.69M |
 Meta Platforms, Inc. | META | 7.89K | $4.45M |
 Caterpillar Inc. | CAT | 8.09K | $8.61M |
 Outfront Media Inc. | OUT | 8.5K | $278.46K |
 Duke Energy Corporation | DUK | 8.81K | $1.11M |
 Microsoft Corporation | MSFT | 9.1K | $3.39M |