SFMG, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ITW | 1K | $332.60K |
 | AXP | 1K | $422.32K |
 | MSI | 1K | $568.33K |
 | CMI | 1K | $523.30K |
 | LMT | 1K | $576.10K |
 | MSCI | 1K | $638.34K |
 | TM | 1K | $201.79K |
 | MLM | 1K | $653.60K |
 | VST | 1K | $202.51K |
 | PAYC | 1K | $212.30K |
 | ISRG | 1K | $449.72K |
 | TRV | 977 | $272.85K |
 | APD | 888 | $242.08K |
 | MA | 845 | $480.69K |
 | HCA | 828 | $352.75K |
 | GEV | 813 | $499.94K |
 | NOC | 793 | $483.31K |
 | CRWD | 768 | $376.78K |
 | GD | 630 | $214.82K |
 | IDXX | 622 | $397.58K |
Illinois Tool Works Inc.
ITW
Shares Held
1K
Value
$332.60K
American Express Company
AXP
Shares Held
1K
Value
$422.32K
Motorola Solutions, Inc.
MSI
Shares Held
1K
Value
$568.33K
Cummins Inc.
CMI
Shares Held
1K
Value
$523.30K
Lockheed Martin Corporation
LMT
Shares Held
1K
Value
$576.10K
MSCI Inc.
MSCI
Shares Held
1K
Value
$638.34K
Toyota Motor Corporation
TM
Shares Held
1K
Value
$201.79K
Martin Marietta Materials, Inc.
MLM
Shares Held
1K
Value
$653.60K
Vistra Corp.
VST
Shares Held
1K
Value
$202.51K
Paycom Software, Inc.
PAYC
Shares Held
1K
Value
$212.30K
Intuitive Surgical, Inc.
ISRG
Shares Held
1K
Value
$449.72K
The Travelers Companies, Inc.
TRV
Shares Held
977
Value
$272.85K
Air Products and Chemicals, Inc.
APD
Shares Held
888
Value
$242.08K
Mastercard Incorporated
MA
Shares Held
845
Value
$480.69K
HCA Healthcare, Inc.
HCA
Shares Held
828
Value
$352.75K
GE Vernova Inc.
GEV
Shares Held
813
Value
$499.94K
Northrop Grumman Corporation
NOC
Shares Held
793
Value
$483.31K
CrowdStrike Holdings, Inc.
CRWD
Shares Held
768
Value
$376.78K
General Dynamics Corporation
GD
Shares Held
630
Value
$214.82K
IDEXX Laboratories, Inc.
IDXX
Shares Held
622
Value
$397.58K