Stock Taper

SFMG, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Atmos Energy CorporationATO1.06M$182.67M
Ares Capital CorporationARCC342.93K$6.35M
Granite Ridge Resources, IncGRNT337.73K$1.49M
Apple Inc.AAPL232.05K$67.15M
Blackstone Secured Lending FundBXSL231.53K$5.49M
CSX CorporationCSX177.48K$8.44M
NVIDIA CorporationNVDA173.16K$34.65M
Verizon Communications Inc.VZ166.3K$7.04M
Morgan Stanley Direct Lending FundMSDL159.72K$2.41M
Novo Nordisk A/SNVO121.11K$5.81M
Walmart Inc.WMT111.03K$12.58M
Berkshire Hathaway Inc.BRK-B109.13K$54.61M
Amazon.com, Inc.AMZN105.22K$25.08M
Slb N.V.SLB97.28K$4.52M
Alphabet Inc.GOOG70.72K$24.99M
RTX CorporationRTX69.33K$13.15M
ConocoPhillipsCOP66.64K$6.93M
Kosmos Energy Ltd.KOS63.48K$133.94K
Microsoft CorporationMSFT61.3K$22.86M
Applied Materials, Inc.AMAT49.47K$35.77M