SFMG, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ICE | 2K | $325.67K |
 | MPC | 2K | $370.98K |
 | CME | 2K | $514.67K |
 | NFLX | 2K | $2.27M |
 | PSX | 2K | $252.93K |
 | ROAD | 2K | $234.95K |
 | SHOP | 2K | $257.24K |
 | HLI | 2K | $352.33K |
 | QCOM | 2K | $283.90K |
 | DHR | 2K | $333.12K |
 | BWXT | 2K | $304.58K |
 | LEN | 2K | $205.13K |
 | AMGN | 2K | $443.23K |
 | CAT | 2K | $728.99K |
 | DE | 2K | $697.30K |
 | FANG | 2K | $217.86K |
 | LH | 1K | $429.73K |
 | BOOT | 1K | $237.97K |
 | CB | 1K | $369.50K |
 | KLAC | 1K | $1.39M |
Intercontinental Exchange, Inc.
ICE
Shares Held
2K
Value
$325.67K
Marathon Petroleum Corporation
MPC
Shares Held
2K
Value
$370.98K
CME Group Inc.
CME
Shares Held
2K
Value
$514.67K
Netflix, Inc.
NFLX
Shares Held
2K
Value
$2.27M
Phillips 66
PSX
Shares Held
2K
Value
$252.93K
Construction Partners, Inc.
ROAD
Shares Held
2K
Value
$234.95K
Shopify Inc.
SHOP
Shares Held
2K
Value
$257.24K
Houlihan Lokey, Inc.
HLI
Shares Held
2K
Value
$352.33K
QUALCOMM Incorporated
QCOM
Shares Held
2K
Value
$283.90K
Danaher Corporation
DHR
Shares Held
2K
Value
$333.12K
BWX Technologies, Inc.
BWXT
Shares Held
2K
Value
$304.58K
Lennar Corporation
LEN
Shares Held
2K
Value
$205.13K
Amgen Inc.
AMGN
Shares Held
2K
Value
$443.23K
Caterpillar Inc.
CAT
Shares Held
2K
Value
$728.99K
Deere & Company
DE
Shares Held
2K
Value
$697.30K
Diamondback Energy, Inc.
FANG
Shares Held
2K
Value
$217.86K
Labcorp Holdings Inc.
LH
Shares Held
1K
Value
$429.73K
Boot Barn Holdings, Inc.
BOOT
Shares Held
1K
Value
$237.97K
Chubb Limited
CB
Shares Held
1K
Value
$369.50K
KLA Corporation
KLAC
Shares Held
1K
Value
$1.39M