Stock Taper 
SFMG, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Texas Pacific Land Corporation | TPL | 884 | $386.87K |
 CrowdStrike Holdings, Inc. | CRWD | 950 | $725.25K |
 Marvell Technology, Inc. | MRVL | 972 | $289.44K |
 Motorola Solutions, Inc. | MSI | 982 | $407.99K |
 The Travelers Companies, Inc. | TRV | 993 | $327.79K |
 Martin Marietta Materials, Inc. | MLM | 1.02K | $587.08K |
 Northrop Grumman Corporation | NOC | 1.02K | $519.48K |
 HCA Healthcare, Inc. | HCA | 1.03K | $400.68K |
 IDEXX Laboratories, Inc. | IDXX | 1.04K | $550.29K |
 GE Vernova Inc. | GEV | 1.09K | $1.28M |
 Bloom Energy Corporation | BE | 1.1K | $334.06K |
 Cummins Inc. | CMI | 1.13K | $803.86K |
 Amphenol Corporation | APH | 1.17K | $207.06K |
 Illinois Tool Works Inc. | ITW | 1.19K | $322.26K |
 Steel Dynamics, Inc. | STLD | 1.21K | $277.88K |
 American Express Company | AXP | 1.24K | $417.88K |
 Lockheed Martin Corporation | LMT | 1.28K | $654.1K |
 Novartis AG | NVS | 1.31K | $205.85K |
 Flex Ltd. | FLEX | 1.31K | $213.12K |
 BWX Technologies, Inc. | BWXT | 1.39K | $269.98K |