Stock Taper 
SFMG, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-A | 3 | $2.25M |
 Sandisk Corporation | SNDK | 113 | $256.59K |
 Comfort Systems USA, Inc. | FIX | 160 | $317.11K |
 W.W. Grainger, Inc. | GWW | 233 | $316.9K |
 MercadoLibre, Inc. | MELI | 251 | $426.05K |
 Casey's General Stores, Inc. | CASY | 325 | $258.31K |
 Axon Enterprise, Inc. | AXON | 361 | $202.4K |
 The Goldman Sachs Group, Inc. | GS | 406 | $410.96K |
 Murphy USA Inc. | MUSA | 451 | $243.19K |
 Rockwell Automation, Inc. | ROK | 491 | $243.08K |
 Ulta Beauty, Inc. | ULTA | 508 | $229.12K |
 ASML Holding N.V. | ASML | 518 | $1.03M |
 Humana Inc. | HUM | 576 | $228.74K |
 Vertiv Holdings Co | VRT | 611 | $204.44K |
 General Dynamics Corporation | GD | 630 | $223.16K |
 Parker-Hannifin Corporation | PH | 642 | $627.95K |
 Quanta Services, Inc. | PWR | 690 | $496.87K |
 Air Products and Chemicals, Inc. | APD | 758 | $222.16K |
 Lam Research Corporation | LRCX | 809 | $350.48K |
 The PNC Financial Services Group, Inc. | PNC | 851 | $209.5K |