FULTON BREAKEFIELD BROENNIMAN LLC Q1 2026 Filing

Filed April 27, 2026

Portfolio Value

$358.7B

Holdings

200

Report Date

Q1 2026

Filing Type

13F-HR

All Holdings (200 positions)

StockValue
VEAVANGUARD TAX-MANAGED FDS
$76.4B
IJHISHARES TR
$60.4B
AGGISHARES TR
$39.5B
USIGISHARES TR
$33.5B
GLDMWORLD GOLD TR
$31.6B
NEENEXTERA ENERGY INC
$21.0B
NFLXNETFLIX INC.
$16.0B
PFFISHARES TR
$12.4B
SJNKSPDR SERIES TRUST
$9.9B
IBDRISHARES TR
$6.0B
IBDSISHARES TR
$4.6B
SPIPSPDR SERIES TRUST
$4.3B
IBDTISHARES TR
$4.1B
SHYGISHARES TR
$3.7B
IBDVISHARES TR
$3.6B
IBDUISHARES TR
$3.4B
IBDWISHARES TR
$2.5B
IBDXISHARES TR
$2.0B
SCHPSCHWAB STRATEGIC TR
$1.6B
SCHMSCHWAB STRATEGIC TR
$1.6B
IBDYISHARES TR
$1.5B
IEFISHARES TR
$1.3B
SCHASCHWAB STRATEGIC TR
$1.3B
CHDCHURCH & DWIGHT CO INC
$1.2B
IBDZISHARES TR
$955.5M
KOCOCA COLA CO
$951.5M
IWRISHARES TR
$806.7M
LVLNSPDR SERIES TRUST
$786.8M
SCHXSCHWAB STRATEGIC TR
$783.9M
CSCOCISCO SYS INC
$747.8M
DISDISNEY WALT CO
$516.7M
SCHBSCHWAB STRATEGIC TR
$469.8M
CWBSPDR SERIES TRUST
$453.9M
SOSOUTHERN CO
$453.6M
BACBANK AMERICA CORP
$452.8M
MRVLMARVELL TECHNOLOGY INC
$414.3M
DDOMINION ENERGY INC
$386.6M
VBILVANGUARD INSTL INDEX FD
$353.7M
FLQMFRANKLIN TEMPLETON ETF TR
$345.0M
MCHPMICROCHIP TECHNOLOGY INC.
$334.7M
MDLZMONDELEZ INTL INC
$302.0M
BACVERIZON COMMUNICATIONS INC
$295.2M
IUSBISHARES TR
$294.5M
EBAEBAY INC.
$274.2M
SCHDSCHWAB STRATEGIC TR
$273.1M
BIVVANGUARD BD INDEX FDS
$239.0M
TAT&T INC
$236.9M
SBUXSTARBUCKS CORP
$233.8M
BSXBOSTON SCIENTIFIC CORP
$226.1M
XLUSELECT SECTOR SPDR TR
$220.1M
RFDIFIRST TR EXCH TRADED FD III
$218.2M
SCHFSCHWAB STRATEGIC TR
$218.0M
ARCCARES CAPITAL CORP
$217.7M
BGIGETF SER SOLUTIONS
$211.0M
OREALTY INCOME CORP
$208.7M
VEUVANGUARD INTL EQUITY INDEX F
$204.0M
SLVISHARES SILVER TR
$202.7M
PTYPIMCO CORPORATE & INCOME OPP
$201.9M
PFEPFIZER INC
$200.0M
IVVISHARES TR
$151.2M
FTHYFIRST TR HIGH YIELD OPPRT 20
$143.0M
PFLTPENNANTPARK FLOATING RATE CA
$94.9M
HIXWESTERN ASSET HIGH INCOM FD
$90.7M
AAPLAPPLE INC
$76.1M
MSFTMICROSOFT CORP
$66.0M
GOOGLALPHABET INC
$64.1M
IJRISHARES TR
$54.6M
TSMTAIWAN SEMICONDUCTOR MANUFAC
$54.3M
AMZNAMAZON COM INC
$47.7M
NVDANVIDIA CORPORATION
$45.4M
BRK/BBERKSHIRE HATHAWAY INC DEL
$35.8M
HWMHOWMET AEROSPACE INC
$29.2M
LLYELI LILLY & CO
$28.1M
VVISA INC
$25.3M
LINLINDE PLC
$22.4M
TJXTJX COS INC NEW
$22.3M
PGRPROGRESSIVE CORP
$21.8M
ASMLASML HLDG NV
$19.3M
LOWLOWES COS INC
$18.6M
ABBVABBVIE INC
$18.1M
AVGOBROADCOM INC
$17.6M
JPMJPMORGAN CHASE & CO
$17.3M
REEREE AUTOMOTIVE LTD
$16.9M
SYKSTRYKER CORPORATION
$16.1M
MCDMCDONALDS CORP
$15.3M
SPYSTATE STR SPDR S&P 500 ETF T
$15.0M
GDGENERAL DYNAMICS CORP
$14.3M
AXPAMERICAN EXPRESS CO
$14.0M
EOGEOG RES INC
$13.9M
VIGVANGUARD SPECIALIZED FUNDS
$13.9M
APOAPOLLO GLOBAL MGMT INC
$13.6M
UNHUNITEDHEALTH GROUP INC
$11.5M
IWMISHARES TR
$10.0M
LQDISHARES TR
$9.7M
WCNWASTE CONNECTIONS INC
$9.5M
SPGIS&P GLOBAL INC
$9.3M
DHRDANAHER CORP DEL
$8.7M
VRTVERTIV HOLDINGS CO
$8.5M
TIPISHARES TR
$8.4M
NDQINVESCO QQQ TR
$8.2M
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