First Dallas Securities Inc. Q1 2026 Filing
Filed April 27, 2026
Portfolio Value
$69.3B
Holdings
118
Report Date
Q1 2026
Filing Type
13F-HR
All Holdings (118 positions)
| Stock | Value |
|---|---|
EATBrinker Intl Inc | $427K |
RHRh | $398K |
IPGPIpg Photonics Corp | $383K |
MCDMcdonalds Corp | $368K |
LMTLockheed Martin Corp | $348K |
VRTVertiv Holdings Co Cl A | $336K |
PEPPepsico Inc | $332K |
TXNTexas Instruments Inc | $313K |
COPConocophillips | $310K |
ORCLOracle Corp | $309K |
ETNEaton Corp Plc | $268K |
CVXChevron Corp | $265K |
GEGe Aerospace | $252K |
UNHUnitedhealth Group Inc | $230K |
TWLOTwilio Inc Cl A | $226K |
GNRCGenerac Holdings Inc | $225K |
URIUnited Rentals Inc | $219K |
ISRGIntuitive Surgical Inc New | $207K |
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