Stock Taper 
SFMG, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Advanced Micro Devices, Inc. | AMD | 47.67K | $27.69M |
 Applied Materials, Inc. | AMAT | 49.47K | $35.77M |
 Microsoft Corporation | MSFT | 61.3K | $22.86M |
 Kosmos Energy Ltd. | KOS | 63.48K | $133.94K |
 ConocoPhillips | COP | 66.64K | $6.93M |
 RTX Corporation | RTX | 69.33K | $13.15M |
 Alphabet Inc. | GOOG | 70.72K | $24.99M |
 Slb N.V. | SLB | 97.28K | $4.52M |
 Amazon.com, Inc. | AMZN | 105.22K | $25.08M |
 Berkshire Hathaway Inc. | BRK-B | 109.13K | $54.61M |
 Walmart Inc. | WMT | 111.03K | $12.58M |
 Novo Nordisk A/S | NVO | 121.11K | $5.81M |
 Morgan Stanley Direct Lending Fund | MSDL | 159.72K | $2.41M |
 Verizon Communications Inc. | VZ | 166.3K | $7.04M |
 NVIDIA Corporation | NVDA | 173.16K | $34.65M |
 CSX Corporation | CSX | 177.48K | $8.44M |
 Blackstone Secured Lending Fund | BXSL | 231.53K | $5.49M |
 Apple Inc. | AAPL | 232.05K | $67.15M |
 Granite Ridge Resources, Inc | GRNT | 337.73K | $1.49M |
 Ares Capital Corporation | ARCC | 342.93K | $6.35M |