SFMG, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MSFT | 65K | $33.70M |
 | AMD | 60K | $9.65M |
 | DVN | 59K | $2.07M |
 | HGV | 52K | $2.19M |
 | AMAT | 52K | $10.71M |
 | LUV | 52K | $1.65M |
 | MDT | 51K | $4.84M |
 | ET | 43K | $729.51K |
 | WPC | 38K | $2.60M |
 | PANW | 35K | $7.22M |
 | TLRY | 34K | $58.57K |
 | HON | 30K | $6.36M |
 | STEL | 27K | $823.72K |
 | SLDB | 25K | $154.44K |
 | CRM | 25K | $5.92M |
 | BMY | 24K | $1.09M |
 | CSCO | 23K | $1.59M |
 | GOOGL | 22K | $5.46M |
 | T | 22K | $626.34K |
 | ZTS | 22K | $3.20M |
Microsoft Corporation
MSFT
Shares Held
65K
Value
$33.70M
Advanced Micro Devices, Inc.
AMD
Shares Held
60K
Value
$9.65M
Devon Energy Corporation
DVN
Shares Held
59K
Value
$2.07M
Hilton Grand Vacations Inc.
HGV
Shares Held
52K
Value
$2.19M
Applied Materials, Inc.
AMAT
Shares Held
52K
Value
$10.71M
Southwest Airlines Co.
LUV
Shares Held
52K
Value
$1.65M
Medtronic plc
MDT
Shares Held
51K
Value
$4.84M
Energy Transfer LP
ET
Shares Held
43K
Value
$729.51K
W. P. Carey Inc.
WPC
Shares Held
38K
Value
$2.60M
Palo Alto Networks, Inc.
PANW
Shares Held
35K
Value
$7.22M
Tilray Brands, Inc.
TLRY
Shares Held
34K
Value
$58.57K
Honeywell International Inc.
HON
Shares Held
30K
Value
$6.36M
Stellar Bancorp, Inc.
STEL
Shares Held
27K
Value
$823.72K
Solid Biosciences Inc.
SLDB
Shares Held
25K
Value
$154.44K
Salesforce, Inc.
CRM
Shares Held
25K
Value
$5.92M
Bristol-Myers Squibb Company
BMY
Shares Held
24K
Value
$1.09M
Cisco Systems, Inc.
CSCO
Shares Held
23K
Value
$1.59M
Alphabet Inc.
GOOGL
Shares Held
22K
Value
$5.46M
AT&T Inc.
T
Shares Held
22K
Value
$626.34K
Zoetis Inc.
ZTS
Shares Held
22K
Value
$3.20M