SFMG, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ATO | 1.06M | $177.75M |
 | PLBY | 450K | $846.00K |
 | ARCC | 365K | $7.38M |
 | GRNT | 311K | $1.46M |
 | MSDL | 238K | $3.92M |
 | AAPL | 223K | $60.73M |
 | CSX | 179K | $6.48M |
 | VZ | 171K | $6.95M |
 | NVDA | 166K | $30.96M |
 | NVO | 116K | $5.90M |
 | BRK-B | 115K | $57.93M |
 | WMT | 110K | $12.21M |
 | AMZN | 105K | $24.19M |
 | SLB | 100K | $3.83M |
 | KOS | 83K | $75.75K |
 | KMI | 83K | $2.28M |
 | GOOG | 73K | $22.90M |
 | RTX | 71K | $13.02M |
 | COP | 68K | $6.36M |
 | MSFT | 62K | $29.75M |
Atmos Energy Corporation
ATO
Shares Held
1.06M
Value
$177.75M
Playboy, Inc.
PLBY
Shares Held
450K
Value
$846.00K
Ares Capital Corporation
ARCC
Shares Held
365K
Value
$7.38M
Granite Ridge Resources, Inc
GRNT
Shares Held
311K
Value
$1.46M
Morgan Stanley Direct Lending Fund
MSDL
Shares Held
238K
Value
$3.92M
Apple Inc.
AAPL
Shares Held
223K
Value
$60.73M
CSX Corporation
CSX
Shares Held
179K
Value
$6.48M
Verizon Communications Inc.
VZ
Shares Held
171K
Value
$6.95M
NVIDIA Corporation
NVDA
Shares Held
166K
Value
$30.96M
Novo Nordisk A/S
NVO
Shares Held
116K
Value
$5.90M
Berkshire Hathaway Inc.
BRK-B
Shares Held
115K
Value
$57.93M
Walmart Inc.
WMT
Shares Held
110K
Value
$12.21M
Amazon.com, Inc.
AMZN
Shares Held
105K
Value
$24.19M
SLB N.V.
SLB
Shares Held
100K
Value
$3.83M
Kosmos Energy Ltd.
KOS
Shares Held
83K
Value
$75.75K
Kinder Morgan, Inc.
KMI
Shares Held
83K
Value
$2.28M
Alphabet Inc.
GOOG
Shares Held
73K
Value
$22.90M
RTX Corporation
RTX
Shares Held
71K
Value
$13.02M
ConocoPhillips
COP
Shares Held
68K
Value
$6.36M
Microsoft Corporation
MSFT
Shares Held
62K
Value
$29.75M