SFMG, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MMC | 4K | $796.19K |
 | SHW | 4K | $1.36M |
 | CI | 4K | $1.11M |
 | WFC | 4K | $311.66K |
 | BA | 3K | $753.57K |
 | COST | 3K | $3.12M |
 | WELL | 3K | $592.88K |
 | LNG | 3K | $764.88K |
 | NDAQ | 3K | $285.48K |
 | PYPL | 3K | $214.77K |
 | TRGP | 3K | $524.57K |
 | SHEL | 3K | $222.50K |
 | CBRE | 3K | $484.02K |
 | BLDR | 3K | $370.18K |
 | ADP | 3K | $894.73K |
 | STZ | 3K | $408.05K |
 | MS | 3K | $480.29K |
 | MU | 3K | $499.60K |
 | LLY | 3K | $2.27M |
 | ORCL | 3K | $820.12K |
Marsh & McLennan Companies, Inc.
MMC
Shares Held
4K
Value
$796.19K
The Sherwin-Williams Company
SHW
Shares Held
4K
Value
$1.36M
Cigna Corporation
CI
Shares Held
4K
Value
$1.11M
Wells Fargo & Company
WFC
Shares Held
4K
Value
$311.66K
The Boeing Company
BA
Shares Held
3K
Value
$753.57K
Costco Wholesale Corporation
COST
Shares Held
3K
Value
$3.12M
Welltower Inc.
WELL
Shares Held
3K
Value
$592.88K
Cheniere Energy, Inc.
LNG
Shares Held
3K
Value
$764.88K
Nasdaq, Inc.
NDAQ
Shares Held
3K
Value
$285.48K
PayPal Holdings, Inc.
PYPL
Shares Held
3K
Value
$214.77K
Targa Resources Corp.
TRGP
Shares Held
3K
Value
$524.57K
Shell plc
SHEL
Shares Held
3K
Value
$222.50K
CBRE Group, Inc.
CBRE
Shares Held
3K
Value
$484.02K
Builders FirstSource, Inc.
BLDR
Shares Held
3K
Value
$370.18K
Automatic Data Processing, Inc.
ADP
Shares Held
3K
Value
$894.73K
Constellation Brands, Inc.
STZ
Shares Held
3K
Value
$408.05K
Morgan Stanley
MS
Shares Held
3K
Value
$480.29K
Micron Technology, Inc.
MU
Shares Held
3K
Value
$499.60K
Eli Lilly and Company
LLY
Shares Held
3K
Value
$2.27M
Oracle Corporation
ORCL
Shares Held
3K
Value
$820.12K