Stock Taper

SFMG, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Caterpillar Inc.CAT1.92K$2.05M
Paycom Software, Inc.PAYC1.91K$239.92K
Amgen Inc.AMGN1.88K$682.1K
Gilead Sciences, Inc.GILD1.88K$236.93K
CME Group Inc.CME1.83K$404.99K
Valero Energy CorporationVLO1.8K$467.75K
Danaher CorporationDHR1.77K$336.65K
Xylem Inc.XYL1.72K$202.85K
Houlihan Lokey, Inc.HLI1.7K$227.35K
QUALCOMM IncorporatedQCOM1.61K$296.69K
Texas Roadhouse, Inc.TXRH1.6K$309.17K
Jack Henry & Associates, Inc.JKHY1.55K$213.22K
American Water Works Company, Inc.AWK1.53K$200.79K
Mastercard IncorporatedMA1.52K$780.07K
MSCI Inc.MSCI1.5K$840.25K
Deere & CompanyDE1.49K$945.31K
Labcorp Holdings Inc.LH1.49K$416.36K
Boot Barn Holdings, Inc.BOOT1.44K$235.89K
Chubb LimitedCB1.43K$487.44K
Cullen/Frost Bankers, Inc.CFR1.4K$215.86K