SFMG, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ATO | 1.06M | $195.53M |
 | PLBY | 690K | $1.05M |
 | ARCC | 352K | $6.35M |
 | GRNT | 311K | $1.82M |
 | AAPL | 232K | $58.86M |
 | MSDL | 209K | $2.91M |
 | CSX | 179K | $7.36M |
 | NNDM | 176K | $299.89K |
 | NVDA | 170K | $29.71M |
 | VZ | 168K | $8.42M |
 | NVO | 120K | $4.40M |
 | BRK-B | 112K | $53.53M |
 | WMT | 109K | $13.52M |
 | AMZN | 106K | $22.08M |
 | SLB | 101K | $5.20M |
 | GOOG | 71K | $20.40M |
 | RTX | 70K | $13.47M |
 | COP | 68K | $8.91M |
 | KOS | 63K | $176.47K |
 | MSFT | 61K | $22.55M |
Atmos Energy Corporation
ATO
Shares Held
1.06M
Value
$195.53M
Playboy, Inc.
PLBY
Shares Held
690K
Value
$1.05M
Ares Capital Corporation
ARCC
Shares Held
352K
Value
$6.35M
Granite Ridge Resources, Inc
GRNT
Shares Held
311K
Value
$1.82M
Apple Inc.
AAPL
Shares Held
232K
Value
$58.86M
Morgan Stanley Direct Lending Fund
MSDL
Shares Held
209K
Value
$2.91M
CSX Corporation
CSX
Shares Held
179K
Value
$7.36M
Nano Dimension Ltd.
NNDM
Shares Held
176K
Value
$299.89K
NVIDIA Corporation
NVDA
Shares Held
170K
Value
$29.71M
Verizon Communications Inc.
VZ
Shares Held
168K
Value
$8.42M
Novo Nordisk A/S
NVO
Shares Held
120K
Value
$4.40M
Berkshire Hathaway Inc.
BRK-B
Shares Held
112K
Value
$53.53M
Walmart Inc.
WMT
Shares Held
109K
Value
$13.52M
Amazon.com, Inc.
AMZN
Shares Held
106K
Value
$22.08M
Slb N.V.
SLB
Shares Held
101K
Value
$5.20M
Alphabet Inc.
GOOG
Shares Held
71K
Value
$20.40M
RTX Corporation
RTX
Shares Held
70K
Value
$13.47M
ConocoPhillips
COP
Shares Held
68K
Value
$8.91M
Kosmos Energy Ltd.
KOS
Shares Held
63K
Value
$176.47K
Microsoft Corporation
MSFT
Shares Held
61K
Value
$22.55M