SFMG, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ATO | 1.04M | $177.95M |
 | ARCC | 365K | $7.45M |
 | GRNT | 311K | $1.68M |
 | PLBY | 300K | $441.00K |
 | MSDL | 259K | $4.17M |
 | AAPL | 220K | $56.04M |
 | CSX | 178K | $6.33M |
 | VZ | 165K | $7.27M |
 | DOC | 152K | $2.91M |
 | NVDA | 151K | $28.25M |
 | WMT | 117K | $12.07M |
 | BRK-B | 116K | $58.53M |
 | NVO | 110K | $6.12M |
 | SLB | 108K | $3.72M |
 | AMZN | 103K | $22.69M |
 | KOS | 93K | $155.18K |
 | KMI | 90K | $2.56M |
 | GOOG | 75K | $18.17M |
 | RTX | 73K | $12.16M |
 | COP | 68K | $6.45M |
Atmos Energy Corporation
ATO
Shares Held
1.04M
Value
$177.95M
Ares Capital Corporation
ARCC
Shares Held
365K
Value
$7.45M
Granite Ridge Resources, Inc
GRNT
Shares Held
311K
Value
$1.68M
Playboy, Inc.
PLBY
Shares Held
300K
Value
$441.00K
Morgan Stanley Direct Lending Fund
MSDL
Shares Held
259K
Value
$4.17M
Apple Inc.
AAPL
Shares Held
220K
Value
$56.04M
CSX Corporation
CSX
Shares Held
178K
Value
$6.33M
Verizon Communications Inc.
VZ
Shares Held
165K
Value
$7.27M
Healthpeak Properties, Inc.
DOC
Shares Held
152K
Value
$2.91M
NVIDIA Corporation
NVDA
Shares Held
151K
Value
$28.25M
Walmart Inc.
WMT
Shares Held
117K
Value
$12.07M
Berkshire Hathaway Inc.
BRK-B
Shares Held
116K
Value
$58.53M
Novo Nordisk A/S
NVO
Shares Held
110K
Value
$6.12M
SLB N.V.
SLB
Shares Held
108K
Value
$3.72M
Amazon.com, Inc.
AMZN
Shares Held
103K
Value
$22.69M
Kosmos Energy Ltd.
KOS
Shares Held
93K
Value
$155.18K
Kinder Morgan, Inc.
KMI
Shares Held
90K
Value
$2.56M
Alphabet Inc.
GOOG
Shares Held
75K
Value
$18.17M
RTX Corporation
RTX
Shares Held
73K
Value
$12.16M
ConocoPhillips
COP
Shares Held
68K
Value
$6.45M