FAYEZ SAROFIM & CO Diversified Active

Location: Houston, TX

CIK: 0000937729 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 13, 2026

Total Value: $41.66B (100.0% shares, 0.0% debt)

Holdings (297)

AAPL APPLE INC 9.4%
Value $3.915B Shares 14,400,530 Est. Cost $98.35 Unrealized +172.9%
MSFT MICROSOFT CORP 8.9%
Value $3.711B Shares 7,672,464 Est. Cost $141.78 Unrealized +253.1%
GOOG ALPHABET INC-CL C 5.9%
Value $2.446B Shares 7,796,352 Est. Cost $126.67 Unrealized +126.0%
AMZN AMAZON.COM INC 4.5%
Value $1.878B Shares 8,134,339 Est. Cost $134.79 Unrealized +69.7%
PM PHILIP MORRIS INTERNATIONAL 4.2%
Value $1.74B Shares 10,848,137 Est. Cost $69.08 Unrealized +122.3%
NVDA NVIDIA CORP 4.0%
Value $1.682B Shares 9,018,116 Est. Cost $128.93 Unrealized +44.4%
META META PLATFORMS INC 3.3%
Value $1.358B Shares 2,057,434 Est. Cost $505.82 Unrealized +31.9%
KO COCA-COLA CO/THE 2.6%
Value $1.09B Shares 15,585,165 Est. Cost $33.09 Unrealized +109.7%
V VISA INC-CLASS A SHARES 2.5%
Value $1.035B Shares 2,952,356 Est. Cost $145.23 Unrealized +134.4%
JPM JPMORGAN CHASE & CO 2.5%
Value $1.024B Shares 3,177,244 Est. Cost $89.35 Unrealized +246.4%
XOM EXXON MOBIL CORP 2.4%
Value $993M Shares 8,252,417 Est. Cost $66.38 Unrealized +74.0%
CVX CHEVRON CORP 2.3%
Value $962M Shares 6,312,145 Est. Cost $108.70 Unrealized +39.3%
MCD MCDONALD'S CORP 2.0%
Value $834M Shares 2,728,362 Est. Cost $128.74 Unrealized +137.0%
SPGI S&P GLOBAL INC 1.9%
Value $790M Shares 1,511,587 Est. Cost $207.35 Unrealized +138.3%
TSM TAIWAN SEMICONDUCTOR-SP ADR 1.8%
Value $751M Shares 2,470,929 Est. Cost $194.08 Unrealized
ASML ASML HOLDING NV-NY REG SHS 1.7%
Value $720M Shares 672,756 Est. Cost $936.18 Unrealized
INTU INTUIT INC 1.7%
Value $703M Shares 1,060,542 Est. Cost $482.50 Unrealized +36.9%
MA MASTERCARD INC - A 1.6%
Value $675M Shares 1,183,243 Est. Cost $333.48 Unrealized +67.6%
BLK BLACKROCK INC 1.6%
Value $667M Shares 623,292 Est. Cost $991.05 Unrealized +9.9%
ISRG INTUITIVE SURGICAL INC 1.6%
Value $664M Shares 1,172,526 Est. Cost $328.92 Unrealized +61.9%
TXN TEXAS INSTRUMENTS INC 1.5%
Value $628M Shares 3,619,966 Est. Cost $79.41 Unrealized +115.0%
ABBV ABBVIE INC 1.4%
Value $590M Shares 2,584,208 Est. Cost $83.95 Unrealized +171.1%
PGR PROGRESSIVE CORP 1.3%
Value $562M Shares 2,466,146 Est. Cost $108.08 Unrealized +96.5%
ABT ABBOTT LABORATORIES 1.3%
Value $561M Shares 4,480,520 Est. Cost $56.33 Unrealized +126.0%
EPD ENTERPRISE PRODUCTS PARTNERS 1.3%
Value $538M Shares 16,768,791 Est. Cost $45.50 Unrealized
UNH UNITEDHEALTH GROUP INC 1.2%
Value $513M Shares 1,554,145 Est. Cost $303.78 Unrealized +11.0%
TROW T ROWE PRICE GROUP INC 1.2%
Value $485M Shares 4,736,286 Est. Cost $60.42 Unrealized +69.1%
LLY ELI LILLY & CO 1.1%
Value $456M Shares 424,396 Est. Cost $521.53 Unrealized +83.2%
ETN EATON CORP PLC 1.1%
Value $448M Shares 1,407,095 Est. Cost $317.87 Unrealized +11.5%
PG PROCTER & GAMBLE CO/THE 1.0%
Value $437M Shares 3,047,650 Est. Cost $103.24 Unrealized +42.6%
AZN ASTRAZENECA PLC-SPONS ADR 0.9%
Value $391M Shares 4,258,640 Est. Cost $71.65 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.8%
Value $353M Shares 1,371,761 Est. Cost $115.39 Unrealized +129.5%
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.8%
Value $347M Shares 690,442 Est. Cost $326.61 Unrealized +52.3%
CME CME GROUP INC 0.8%
Value $341M Shares 1,250,467 Est. Cost $184.43 Unrealized +46.8%
CP CANADIAN PACIFIC KANSAS CITY 0.8%
Value $341M Shares 4,635,776 Est. Cost $77.61 Unrealized -5.2%
CB CHUBB LTD 0.8%
Value $334M Shares 1,071,430 Est. Cost $158.00 Unrealized +85.1%
ICE INTERCONTINENTAL EXCHANGE INC 0.8%
Value $329M Shares 2,030,506 Est. Cost $74.91 Unrealized +108.5%
MS MORGAN STANLEY 0.7%
Value $296M Shares 1,668,931 Est. Cost $82.84 Unrealized +101.0%
MAR MARRIOTT INTERNATIONAL -CL A 0.7%
Value $294M Shares 948,184 Est. Cost $142.43 Unrealized +100.3%
NOW SERVICENOW INC 0.7%
Value $287M Shares 1,876,509 Est. Cost $167.92 Unrealized +2.2%
BRK/A BERKSHIRE HATHAWAY INC-CL A 0.7%
Value $278M Shares 368 Est. Cost $303440.90 Unrealized +146.0%
BX BLACKSTONE INC 0.6%
Value $267M Shares 1,730,442 Est. Cost $107.42 Unrealized +41.0%
MO ALTRIA GROUP INC 0.6%
Value $257M Shares 4,463,612 Est. Cost $18.82 Unrealized +215.5%
HD HOME DEPOT INC 0.6%
Value $256M Shares 743,210 Est. Cost $285.90 Unrealized +27.5%
BK BANK OF NEW YORK MELLON CORP 0.5%
Value $223M Shares 1,919,649 Est. Cost $54.22 Unrealized +103.8%
NVO NOVO-NORDISK A/S-SPONS ADR 0.5%
Value $215M Shares 4,234,749 Est. Cost $87.17 Unrealized
DE DEERE & CO 0.5%
Value $213M Shares 458,552 Est. Cost $427.10 Unrealized +9.5%
SHW SHERWIN-WILLIAMS CO/THE 0.5%
Value $213M Shares 657,320 Est. Cost $234.23 Unrealized +42.6%
BR BROADRIDGE FINANCIAL SOLUTIO 0.5%
Value $202M Shares 904,102 Est. Cost $126.94 Unrealized +79.1%
MRK MERCK & CO. INC. 0.4%
Value $183M Shares 1,739,889 Est. Cost $61.32 Unrealized +52.0%
EOG EOG RESOURCES INC 0.4%
Value $183M Shares 1,741,001 Est. Cost $109.77 Unrealized -2.3%
UNP UNION PACIFIC CORP 0.4%
Value $178M Shares 770,899 Est. Cost $128.14 Unrealized +77.4%
WMT WALMART INC 0.4%
Value $177M Shares 1,590,172 Est. Cost $45.87 Unrealized +133.7%
LIN LINDE PLC 0.4%
Value $171M Shares 400,841 Est. Cost $339.55 Unrealized +25.8%
PEP PEPSICO INC 0.4%
Value $163M Shares 1,133,635 Est. Cost $77.00 Unrealized +89.5%
CSGP COSTAR GROUP INC 0.4%
Value $151M Shares 2,241,437 Est. Cost $81.36 Unrealized -12.9%
VRSK VERISK ANALYTICS INC 0.3%
Value $138M Shares 614,926 Est. Cost $142.34 Unrealized +58.3%
JNJ JOHNSON & JOHNSON 0.3%
Value $136M Shares 659,056 Est. Cost $79.09 Unrealized +149.1%
MDLZ MONDELEZ INTERNATIONAL INC-A 0.3%
Value $122M Shares 2,263,937 Est. Cost $30.07 Unrealized +89.8%
RTX RTX CORP 0.3%
Value $116M Shares 632,702 Est. Cost $66.39 Unrealized +161.1%
TDY TELEDYNE TECHNOLOGIES INC 0.2%
Value $77.73M Shares 152,188 Est. Cost $248.16 Unrealized +112.3%
ZTS ZOETIS INC 0.2%
Value $76.45M Shares 607,599 Est. Cost $144.54 Unrealized -9.9%
AXP AMERICAN EXPRESS CO 0.2%
Value $76.34M Shares 206,364 Est. Cost $67.55 Unrealized +428.4%
COP CONOCOPHILLIPS 0.2%
Value $71.67M Shares 765,628 Est. Cost $63.29 Unrealized +42.2%
SPY SPDR S&P 500 ETF TRUST 0.2%
Value $71.64M Shares 105,052 Est. Cost $654.59 Unrealized
CW CURTISS-WRIGHT CORP 0.2%
Value $67.1M Shares 121,724 Est. Cost $81.19 Unrealized +586.8%
PSX PHILLIPS 66 0.2%
Value $65.59M Shares 508,265 Est. Cost $58.58 Unrealized +128.8%
KMI KINDER MORGAN INC 0.1%
Value $59.89M Shares 2,178,573 Est. Cost $20.23 Unrealized +33.0%
ODFL OLD DOMINION FREIGHT LINE 0.1%
Value $46.27M Shares 295,098 Est. Cost $187.15 Unrealized -23.5%
ADBE ADOBE INC 0.1%
Value $42.56M Shares 121,611 Est. Cost $475.44 Unrealized -28.5%
CAT CATERPILLAR INC 0.1%
Value $39.44M Shares 68,853 Est. Cost $225.36 Unrealized +146.5%
SHEL SHELL PLC-ADR 0.1%
Value $38.81M Shares 528,214 Est. Cost $64.44 Unrealized
GOOGL ALPHABET INC-CL A 0.1%
Value $33.73M Shares 107,762 Est. Cost $134.99 Unrealized +111.6%
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value $33.19M Shares 134,342 Est. Cost $159.59 Unrealized +57.7%
PAA PLAINS ALL AMER PIPELINE LP 0.1%
Value $29.77M Shares 1,657,477 Est. Cost $51.46 Unrealized
Z ZILLOW GROUP INC - C 0.1%
Value $29.53M Shares 432,890 Est. Cost $31.79 Unrealized +127.8%
OTIS OTIS WORLDWIDE CORP 0.1%
Value $28.68M Shares 328,353 Est. Cost $58.13 Unrealized +53.5%
SPOT SPOTIFY TECHNOLOGY SA 0.1%
Value $27.32M Shares 47,048 Est. Cost $371.95 Unrealized +68.1%
DIS WALT DISNEY CO/THE 0.1%
Value $25.86M Shares 227,279 Est. Cost $87.52 Unrealized +25.1%
LECO LINCOLN ELECTRIC HOLDINGS 0.1%
Value $25.49M Shares 106,351 Est. Cost $138.47 Unrealized +71.0%
PLD PROLOGIS INC 0.1%
Value $25.46M Shares 199,467 Est. Cost $96.00 Unrealized +29.0%
IT GARTNER INC 0.1%
Value $24.78M Shares 98,242 Est. Cost $344.91 Unrealized -30.2%
SAP SAP SE-SPONSORED ADR 0.1%
Value $24.73M Shares 101,787 Est. Cost $254.77 Unrealized
AVGO BROADCOM INC 0.1%
Value $22.57M Shares 65,217 Est. Cost $149.34 Unrealized +139.0%
ORCL ORACLE CORP 0.1%
Value $21.47M Shares 110,175 Est. Cost $85.87 Unrealized +177.2%
EL ESTEE LAUDER COMPANIES-CL A 0.1%
Value $21.47M Shares 205,030 Est. Cost $96.93 Unrealized -0.1%
MSCI MSCI INC 0.0%
Value $18.5M Shares 32,245 Est. Cost $517.12 Unrealized +8.3%
ACN ACCENTURE PLC-CL A 0.0%
Value $17.83M Shares 66,444 Est. Cost $267.53 Unrealized -5.0%
ZG ZILLOW GROUP INC - A 0.0%
Value $17.73M Shares 259,867 Est. Cost $36.68 Unrealized +91.7%
AMGN AMGEN INC 0.0%
Value $17.12M Shares 52,295 Est. Cost $224.81 Unrealized +40.5%
DUK DUKE ENERGY CORP 0.0%
Value $16.07M Shares 137,139 Est. Cost $100.92 Unrealized +20.5%
CMCSA COMCAST CORP-CLASS A 0.0%
Value $15.01M Shares 502,224 Est. Cost $29.19 Unrealized -2.2%
NKE NIKE INC -CL B 0.0%
Value $14.7M Shares 230,702 Est. Cost $76.38 Unrealized -15.0%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value $14.53M Shares 43,329 Est. Cost $241.45 Unrealized
TGT TARGET CORP 0.0%
Value $14.04M Shares 143,622 Est. Cost $68.47 Unrealized +33.8%
INTC INTEL CORP 0.0%
Value $13.62M Shares 369,168 Est. Cost $20.01 Unrealized +88.7%
SBUX STARBUCKS CORP 0.0%
Value $12.74M Shares 151,305 Est. Cost $73.66 Unrealized +14.1%
COST COSTCO WHOLESALE CORP 0.0%
Value $12.55M Shares 14,557 Est. Cost $195.28 Unrealized +363.8%
ALG ALAMO GROUP INC 0.0%
Value $11.16M Shares 66,500 Est. Cost $38.15 Unrealized +355.5%
DEO DIAGEO PLC-SPONSORED ADR 0.0%
Value $10.72M Shares 124,248 Est. Cost $131.32 Unrealized
HDB HDFC BANK LTD-ADR 0.0%
Value $10.27M Shares 281,100 Est. Cost $44.44 Unrealized
AON AON PLC-CLASS A 0.0%
Value $9.293M Shares 26,336 Est. Cost $360.95 Unrealized -3.3%
RACE FERRARI NV 0.0%
Value $9.083M Shares 24,578 Est. Cost $403.44 Unrealized -0.8%
CPT CAMDEN PROPERTY TRUST 0.0%
Value $8.606M Shares 78,175 Est. Cost $98.56 Unrealized +4.6%
LMT LOCKHEED MARTIN CORP 0.0%
Value $8.527M Shares 17,630 Est. Cost $350.87 Unrealized +35.7%
BSM BLACK STONE MINERALS LP 0.0%
Value $7.168M Shares 539,351 Est. Cost $11.19 Unrealized
BKCG BNY MELLON CONCENTRATED GROWTH ETF 0.0%
Value $6.944M Shares 190,665 Est. Cost Unrealized
QQQ INVESCO QQQ TRUST SERIES 1 0.0%
Value $6.896M Shares 11,226 Est. Cost $387.81 Unrealized
BUD ANHEUSER-BUSCH INBEV-SPN ADR 0.0%
Value $6.801M Shares 106,206 Est. Cost $65.16 Unrealized
OKE ONEOK INC 0.0%
Value $6.623M Shares 90,108 Est. Cost $45.16 Unrealized +56.0%
CHKP CHECK POINT SOFTWARE TECH 0.0%
Value $6.6M Shares 35,569 Est. Cost $172.07 Unrealized +12.4%
OVV OVINTIV INC 0.0%
Value $6.499M Shares 165,824 Est. Cost $28.83 Unrealized +34.5%
PFE PFIZER INC 0.0%
Value $5.884M Shares 236,287 Est. Cost $23.03 Unrealized +8.7%
SCI SERVICE CORP INTERNATIONAL 0.0%
Value $5.795M Shares 74,325 Est. Cost $30.09 Unrealized +165.9%
SBR SABINE ROYALTY TRUST 0.0%
Value $5.578M Shares 81,346 Est. Cost $58.03 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.0%
Value $5.51M Shares 28,246 Est. Cost $158.80 Unrealized +22.8%
WFC WELLS FARGO & CO 0.0%
Value $5.455M Shares 58,526 Est. Cost $53.54 Unrealized +61.8%
CPRT COPART INC 0.0%
Value $5.402M Shares 137,970 Est. Cost $56.95 Unrealized -27.2%
IBM INTL BUSINESS MACHINES CORP 0.0%
Value $5.255M Shares 17,741 Est. Cost $125.40 Unrealized +138.3%
ICLR ICON PLC 0.0%
Value $5.066M Shares 27,804 Est. Cost $304.18 Unrealized -41.5%
KMPR KEMPER CORP 0.0%
Value $4.884M Shares 120,462 Est. Cost $37.97 Unrealized +12.8%
EMR EMERSON ELECTRIC CO 0.0%
Value $4.876M Shares 36,739 Est. Cost $72.75 Unrealized +82.0%
CSX CSX CORP 0.0%
Value $4.785M Shares 132,000 Est. Cost $26.94 Unrealized +32.5%
DLR DIGITAL REALTY TRUST INC 0.0%
Value $4.726M Shares 30,547 Est. Cost $109.30 Unrealized +49.2%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value $4.534M Shares 10,000 Est. Cost $463.53 Unrealized -7.0%
ITW ILLINOIS TOOL WORKS 0.0%
Value $4.516M Shares 18,335 Est. Cost $117.63 Unrealized +110.5%
TSLA TESLA INC 0.0%
Value $4.242M Shares 9,433 Est. Cost $289.82 Unrealized +53.0%
CARR CARRIER GLOBAL CORP 0.0%
Value $4.091M Shares 77,420 Est. Cost $22.49 Unrealized +146.9%
AMD ADVANCED MICRO DEVICES 0.0%
Value $3.909M Shares 18,253 Est. Cost $123.31 Unrealized +82.1%
NVS NOVARTIS AG-SPONSORED ADR 0.0%
Value $3.895M Shares 28,252 Est. Cost $80.90 Unrealized
WYNN WYNN RESORTS LTD 0.0%
Value $3.7M Shares 30,750 Est. Cost $89.34 Unrealized +38.3%
EQIX EQUINIX INC 0.0%
Value $3.389M Shares 4,423 Est. Cost $675.85 Unrealized +15.6%
AMT AMERICAN TOWER CORP 0.0%
Value $3.372M Shares 19,204 Est. Cost $212.88 Unrealized -15.3%
ROK ROCKWELL AUTOMATION INC 0.0%
Value $3.267M Shares 8,398 Est. Cost $262.48 Unrealized +42.9%
CMI CUMMINS INC 0.0%
Value $3.001M Shares 5,879 Est. Cost $272.78 Unrealized +71.0%
ET ENERGY TRANSFER LP 0.0%
Value $2.969M Shares 180,024 Est. Cost $18.34 Unrealized
APH AMPHENOL CORP-CL A 0.0%
Value $2.869M Shares 21,231 Est. Cost $42.80 Unrealized +212.0%
FOX FOX CORP - CLASS B 0.0%
Value $2.832M Shares 43,612 Est. Cost $31.24 Unrealized +86.9%
GS GOLDMAN SACHS GROUP INC 0.0%
Value $2.756M Shares 3,135 Est. Cost $361.67 Unrealized +124.9%
GE GE AEROSPACE 0.0%
Value $2.75M Shares 8,927 Est. Cost $120.67 Unrealized +149.3%
MDT MEDTRONIC PLC 0.0%
Value $2.699M Shares 28,095 Est. Cost $82.65 Unrealized +17.5%
DKNG DRAFTKINGS INC-CL A 0.0%
Value $2.602M Shares 75,500 Est. Cost $39.68 Unrealized -17.1%
GD GENERAL DYNAMICS CORP 0.0%
Value $2.453M Shares 7,285 Est. Cost $151.47 Unrealized +125.0%
STT STATE STREET CORP 0.0%
Value $2.324M Shares 18,011 Est. Cost $91.24 Unrealized +30.4%
AMAT APPLIED MATERIALS INC 0.0%
Value $2.317M Shares 9,016 Est. Cost $189.63 Unrealized +26.3%
TPR TAPESTRY INC 0.0%
Value $2.308M Shares 18,066 Est. Cost $32.59 Unrealized +249.9%
CSCO CISCO SYSTEMS INC 0.0%
Value $2.257M Shares 29,297 Est. Cost $36.35 Unrealized +103.0%
CL COLGATE-PALMOLIVE CO 0.0%
Value $2.218M Shares 28,068 Est. Cost $51.11 Unrealized +53.2%
FCX FREEPORT-MCMORAN INC 0.0%
Value $2.15M Shares 42,340 Est. Cost $39.18 Unrealized +10.5%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value $2.122M Shares 3,099 Est. Cost $651.49 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value $2.016M Shares 52,518 Est. Cost $42.08 Unrealized -14.3%
TRV TRAVELERS COS INC/THE 0.0%
Value $1.972M Shares 6,798 Est. Cost $244.86 Unrealized +14.6%
WM WASTE MANAGEMENT INC 0.0%
Value $1.955M Shares 8,899 Est. Cost $135.50 Unrealized +56.9%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value $1.937M Shares 3,342 Est. Cost $513.34 Unrealized +10.1%
SHAK SHAKE SHACK INC - CLASS A 0.0%
Value $1.925M Shares 23,718 Est. Cost $89.74 Unrealized -1.8%
REGN REGENERON PHARMACEUTICALS 0.0%
Value $1.91M Shares 2,475 Est. Cost $594.25 Unrealized +14.2%
DHR DANAHER CORP 0.0%
Value $1.9M Shares 8,299 Est. Cost $152.28 Unrealized +44.2%
BAC BANK OF AMERICA CORP 0.0%
Value $1.876M Shares 34,115 Est. Cost $15.83 Unrealized +232.7%
VOO VANGUARD S&P 500 ETF 0.0%
Value $1.805M Shares 2,878 Est. Cost $505.21 Unrealized
LOW LOWE'S COS INC 0.0%
Value $1.787M Shares 7,409 Est. Cost $104.92 Unrealized +128.6%
CCK CROWN HOLDINGS INC 0.0%
Value $1.668M Shares 16,200 Est. Cost $63.97 Unrealized +52.2%
MAS MASCO CORP 0.0%
Value $1.655M Shares 26,075 Est. Cost $56.75 Unrealized +14.1%
YUMC YUM CHINA HOLDINGS INC 0.0%
Value $1.63M Shares 34,140 Est. Cost $47.29 Unrealized -3.1%
IDXX IDEXX LABORATORIES INC 0.0%
Value $1.626M Shares 2,404 Est. Cost $287.10 Unrealized +137.2%
RL RALPH LAUREN CORP 0.0%
Value $1.62M Shares 4,580 Est. Cost $85.73 Unrealized +296.6%
NRG NRG ENERGY INC 0.0%
Value $1.457M Shares 9,147 Est. Cost $39.63 Unrealized +317.1%
CHTR CHARTER COMMUNICATIONS INC-A 0.0%
Value $1.456M Shares 6,974 Est. Cost $305.73 Unrealized -26.4%
TRGP TARGA RESOURCES CORP 0.0%
Value $1.405M Shares 7,614 Est. Cost $134.97 Unrealized +24.5%
KEX KIRBY CORP 0.0%
Value $1.353M Shares 12,278 Est. Cost $84.01 Unrealized +21.0%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value $1.329M Shares 2,711 Est. Cost $133.56 Unrealized +254.8%
IYY iShares Dow Jones U.S. ETF 0.0%
Value $1.326M Shares 8,000 Est. Cost $117.88 Unrealized
FMX FOMENTO ECONOMICO MEX-SP ADR 0.0%
Value $1.287M Shares 12,733 Est. Cost $103.03 Unrealized
SYY SYSCO CORP 0.0%
Value $1.263M Shares 17,134 Est. Cost $34.01 Unrealized +122.0%
STZ CONSTELLATION BRANDS INC-A 0.0%
Value $1.255M Shares 9,100 Est. Cost $180.92 Unrealized -24.4%
BKNG BOOKING HOLDINGS INC 0.0%
Value $1.21M Shares 226 Est. Cost $2051.24 Unrealized +150.5%
IHG INTERCONTINENTAL HOTELS-ADR 0.0%
Value $1.137M Shares 8,075 Est. Cost $70.75 Unrealized
MPLX MPLX LP 0.0%
Value $1.111M Shares 20,814 Est. Cost $44.79 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value $1.082M Shares 3,748 Est. Cost $79.82 Unrealized +261.6%
VLO VALERO ENERGY CORP 0.0%
Value $1.078M Shares 6,621 Est. Cost $77.49 Unrealized +117.9%
LRCX LAM RESEARCH CORP 0.0%
Value $1.05M Shares 6,134 Est. Cost $76.03 Unrealized +104.4%
YUM YUM! BRANDS INC 0.0%
Value $1.005M Shares 6,646 Est. Cost $75.67 Unrealized +95.2%
WMB WILLIAMS COS INC 0.0%
Value $967K Shares 16,085 Est. Cost $39.01 Unrealized +54.0%
AZO AUTOZONE INC 0.0%
Value $939K Shares 277 Est. Cost $1640.81 Unrealized +130.2%
MLM MARTIN MARIETTA MATERIALS 0.0%
Value $914K Shares 1,468 Est. Cost $375.41 Unrealized +65.5%
CR CRANE CO 0.0%
Value $913K Shares 4,949 Est. Cost $75.98 Unrealized +144.0%
IJK ISHARES S&P MIDCAP 400 GROWTH INDEX FUND 0.0%
Value $896K Shares 9,249 Est. Cost $94.14 Unrealized
T AT&T INC 0.0%
Value $895K Shares 36,039 Est. Cost $17.21 Unrealized +46.9%
NOC NORTHROP GRUMMAN CORP 0.0%
Value $878K Shares 1,539 Est. Cost $368.31 Unrealized +57.2%
DELL DELL TECHNOLOGIES -C 0.0%
Value $874K Shares 6,942 Est. Cost $57.22 Unrealized +146.0%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value $856K Shares 10,037 Est. Cost $70.29 Unrealized +16.8%
FISV FISERV INC 0.0%
Value $850K Shares 12,649 Est. Cost $67.77 Unrealized +23.7%
GLW CORNING INC 0.0%
Value $842K Shares 9,613 Est. Cost $33.71 Unrealized +155.1%
SYK STRYKER CORP 0.0%
Value $836K Shares 2,380 Est. Cost $215.30 Unrealized +68.8%
TJX TJX COMPANIES INC 0.0%
Value $836K Shares 5,444 Est. Cost $121.09 Unrealized +22.0%
ITGR INTEGER HOLDINGS CORP 0.0%
Value $784K Shares 10,000 Est. Cost $25.58 Unrealized +211.5%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value $777K Shares 12,444 Est. Cost $51.03 Unrealized
UNILEVER PLC-SPONSORED ADR 0.0%
Value $776K Shares 11,866 Est. Cost $58.57 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value $771K Shares 4,184 Est. Cost $143.35 Unrealized +40.7%
MU MICRON TECHNOLOGY INC 0.0%
Value $691K Shares 2,420 Est. Cost $66.28 Unrealized +246.1%
IBKR INTERACTIVE BROKERS GRO-CL A 0.0%
Value $690K Shares 10,736 Est. Cost $43.81 Unrealized +52.7%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value $680K Shares 1,820 Est. Cost $370.97 Unrealized
PSTG PURE STORAGE INC - CLASS A 0.0%
Value $670K Shares 10,000 Est. Cost $55.69 Unrealized +50.0%
ORLY O'REILLY AUTOMOTIVE INC 0.0%
Value $669K Shares 7,335 Est. Cost $89.69 Unrealized +8.9%
KMB KIMBERLY-CLARK CORP 0.0%
Value $664K Shares 6,583 Est. Cost $115.26 Unrealized -6.0%
GWW WW GRAINGER INC 0.0%
Value $662K Shares 656 Est. Cost $375.88 Unrealized +157.8%
CRM SALESFORCE INC 0.0%
Value $634K Shares 2,394 Est. Cost $222.53 Unrealized +11.5%
GEHC GE HEALTHCARE TECHNOLOGY 0.0%
Value $627K Shares 7,650 Est. Cost $71.75 Unrealized +8.6%
CFR CULLEN/FROST BANKERS INC 0.0%
Value $613K Shares 4,842 Est. Cost $95.27 Unrealized +31.0%
MCO MOODY'S CORP 0.0%
Value $613K Shares 1,200 Est. Cost $261.83 Unrealized +86.1%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value $613K Shares 7,211 Est. Cost $60.49 Unrealized +44.6%
ECL ECOLAB INC 0.0%
Value $611K Shares 2,326 Est. Cost $163.77 Unrealized +62.2%
NFLX NETFLIX INC 0.0%
Value $604K Shares 6,438 Est. Cost $101.77 Unrealized +5.9%
CYBERARK SOFTWARE LTD/ISRAEL 0.0%
Value $601K Shares 1,348 Est. Cost $291.61 Unrealized
GIS GENERAL MILLS INC 0.0%
Value $591K Shares 12,715 Est. Cost $40.31 Unrealized +17.7%
WES WESTERN MIDSTREAM PARTNERS L 0.0%
Value $581K Shares 14,704 Est. Cost $33.34 Unrealized
SIGI SELECTIVE INSURANCE GROUP 0.0%
Value $573K Shares 6,846 Est. Cost $79.61 Unrealized +0.0%
FIGS FIGS INC-CLASS A 0.0%
Value $568K Shares 50,000 Est. Cost $5.31 Unrealized +76.4%
PB PROSPERITY BANCSHARES INC 0.0%
Value $566K Shares 8,188 Est. Cost $48.38 Unrealized +38.5%
MFC MANULIFE FINANCIAL CORP 0.0%
Value $566K Shares 15,593 Est. Cost $18.84 Unrealized +80.1%
SEIC SEI INVESTMENTS COMPANY 0.0%
Value $547K Shares 6,675 Est. Cost $24.76 Unrealized +230.0%
CVS CVS HEALTH CORP 0.0%
Value $538K Shares 6,773 Est. Cost $72.17 Unrealized +9.0%
GRMN GARMIN LTD 0.0%
Value $533K Shares 2,627 Est. Cost $115.12 Unrealized +88.2%
PLTR PALANTIR TECHNOLOGIES INC-A 0.0%
Value $531K Shares 2,988 Est. Cost $58.25 Unrealized +210.8%
ANET ARISTA NETWORKS INC 0.0%
Value $526K Shares 4,014 Est. Cost $99.55 Unrealized +38.3%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value $516K Shares 2,128 Est. Cost $178.41 Unrealized +24.5%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value $514K Shares 1,341 Est. Cost $241.41 Unrealized +66.0%
FOXA FOX CORP - CLASS A 0.0%
Value $512K Shares 7,003 Est. Cost $34.28 Unrealized +90.6%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value $508K Shares 5,327 Est. Cost $65.51 Unrealized +49.7%
HALO HALOZYME THERAPEUTICS INC 0.0%
Value $505K Shares 7,500 Est. Cost $51.28 Unrealized +31.2%
PH PARKER HANNIFIN CORP 0.0%
Value $504K Shares 573 Est. Cost $649.68 Unrealized +25.9%
EXP EAGLE MATERIALS INC 0.0%
Value $501K Shares 2,425 Est. Cost $82.87 Unrealized +166.1%
BALL BALL CORP 0.0%
Value $498K Shares 9,400 Est. Cost $34.60 Unrealized +41.9%
CSL CARLISLE COS INC 0.0%
Value $494K Shares 1,545 Est. Cost $132.46 Unrealized +143.6%
PAYX PAYCHEX INC 0.0%
Value $486K Shares 4,336 Est. Cost $95.05 Unrealized +22.6%
CRWD CROWDSTRIKE HOLDINGS INC - A 0.0%
Value $469K Shares 1,000 Est. Cost $284.07 Unrealized +79.3%
HAL HALLIBURTON CO 0.0%
Value $467K Shares 16,540 Est. Cost $33.51 Unrealized -21.5%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value $464K Shares 3,526 Est. Cost $113.32 Unrealized
POWL POWELL INDUSTRIES INC 0.0%
Value $462K Shares 1,450 Est. Cost $266.66 Unrealized +26.2%
QCOM QUALCOMM INC 0.0%
Value $453K Shares 2,650 Est. Cost $179.36 Unrealized -4.8%
ADM ARCHER-DANIELS-MIDLAND CO 0.0%
Value $448K Shares 7,800 Est. Cost $42.00 Unrealized +41.6%
GEV GE VERNOVA INC 0.0%
Value $446K Shares 682 Est. Cost $311.89 Unrealized +95.3%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value $424K Shares 1,314 Est. Cost $252.24 Unrealized
CTAS CINTAS CORP 0.0%
Value $417K Shares 2,216 Est. Cost $189.35 Unrealized -0.6%
NEE NEXTERA ENERGY INC 0.0%
Value $416K Shares 5,185 Est. Cost $64.14 Unrealized +28.6%
GM GENERAL MOTORS CO 0.0%
Value $414K Shares 5,097 Est. Cost $45.68 Unrealized +54.1%
CG CARLYLE GROUP INC/THE 0.0%
Value $405K Shares 6,849 Est. Cost $40.14 Unrealized +40.2%
BIIB BIOGEN INC 0.0%
Value $405K Shares 2,300 Est. Cost $271.82 Unrealized -39.9%
URI UNITED RENTALS INC 0.0%
Value $405K Shares 500 Est. Cost $361.03 Unrealized +140.2%
HLT HILTON WORLDWIDE HOLDINGS IN 0.0%
Value $403K Shares 1,404 Est. Cost $163.64 Unrealized +66.3%
ALC ALCON INC 0.0%
Value $396K Shares 5,019 Est. Cost $83.45 Unrealized -7.7%
BBVA BANCO BILBAO VIZCAYA-SP ADR 0.0%
Value $395K Shares 16,935 Est. Cost $23.31 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value $391K Shares 5,812 Est. Cost $65.92 Unrealized
NTRS NORTHERN TRUST CORP 0.0%
Value $390K Shares 2,858 Est. Cost $74.72 Unrealized +75.0%
CPB CAMPBELL SOUP CO 0.0%
Value $390K Shares 14,000 Est. Cost $36.32 Unrealized -17.2%
TT TRANE TECHNOLOGIES PLC 0.0%
Value $383K Shares 985 Est. Cost $393.43 Unrealized +5.1%
TSCO TRACTOR SUPPLY COMPANY 0.0%
Value $383K Shares 7,655 Est. Cost $52.46 Unrealized +2.4%
XYL XYLEM INC 0.0%
Value $376K Shares 2,764 Est. Cost $124.71 Unrealized +15.1%
AEP AMERICAN ELECTRIC POWER 0.0%
Value $375K Shares 3,250 Est. Cost $54.00 Unrealized +118.0%
VABK VIRGINIA NATIONAL BANKSHARES 0.0%
Value $375K Shares 9,402 Est. Cost $34.64 Unrealized +15.5%
A AGILENT TECHNOLOGIES INC 0.0%
Value $371K Shares 2,724 Est. Cost $87.00 Unrealized +65.2%
KLAC KLA CORP 0.0%
Value $355K Shares 292 Est. Cost $748.55 Unrealized +56.6%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value $345K Shares 1,403 Est. Cost $202.89 Unrealized
NWSA NEWS CORP - CLASS A 0.0%
Value $345K Shares 13,214 Est. Cost $19.14 Unrealized +37.1%
GPC GENUINE PARTS CO 0.0%
Value $332K Shares 2,700 Est. Cost $115.46 Unrealized +11.5%
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value $304K Shares 1,200 Est. Cost $252.92 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value $282K Shares 1,875 Est. Cost $136.16 Unrealized +8.0%
NMFC NEW MOUNTAIN FINANCE CORP 0.0%
Value $279K Shares 30,272 Est. Cost $10.21 Unrealized -10.3%
CADE CADENCE BANK 0.0%
Value $276K Shares 6,435 Est. Cost $29.35 Unrealized +34.3%
MRSH MARSH & MCLENNAN COS 0.0%
Value $269K Shares 1,450 Est. Cost $91.25 Unrealized +104.3%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value $264K Shares 550 Est. Cost $386.72 Unrealized
IWP ISHARES RUSSELL MIDCAP GROWTH 0.0%
Value $260K Shares 1,896 Est. Cost $109.36 Unrealized
PAGP PLAINS GP HOLDINGS LP-CL A 0.0%
Value $249K Shares 13,002 Est. Cost $16.35 Unrealized
FAST FASTENAL CO 0.0%
Value $241K Shares 6,000 Est. Cost $36.52 Unrealized +15.1%
RIO RIO TINTO PLC-SPON ADR 0.0%
Value $240K Shares 3,000 Est. Cost $80.03 Unrealized
POOL POOL CORP 0.0%
Value $237K Shares 1,034 Est. Cost $363.76 Unrealized -28.7%
HHH HOWARD HUGHES HOLDINGS INC 0.0%
Value $234K Shares 2,931 Est. Cost $74.06 Unrealized +11.9%
MELI MERCADOLIBRE INC 0.0%
Value $232K Shares 115 Est. Cost $1984.94 Unrealized +5.8%
WRB WR BERKLEY CORP 0.0%
Value $231K Shares 3,300 Est. Cost $60.70 Unrealized +19.8%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value $229K Shares 2,560 Est. Cost $87.31 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value $228K Shares 1,149 Est. Cost $194.50 Unrealized
ENB ENBRIDGE INC 0.0%
Value $226K Shares 4,726 Est. Cost $39.21 Unrealized +20.2%
JCI JOHNSON CONTROLS INTERNATION 0.0%
Value $225K Shares 1,877 Est. Cost $106.86 Unrealized +7.4%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value $224K Shares 5,451 Est. Cost $47.14 Unrealized -11.9%
CXT CRANE NXT CO 0.0%
Value $221K Shares 4,699 Est. Cost $31.73 Unrealized +85.9%
WLKP WESTLAKE CHEMICAL PARTNERS L 0.0%
Value $219K Shares 11,500 Est. Cost $26.87 Unrealized
SO SOUTHERN CO/THE 0.0%
Value $218K Shares 2,500 Est. Cost $71.79 Unrealized +26.6%
TCBI TEXAS CAPITAL BANCSHARES INC 0.0%
Value $217K Shares 2,400 Est. Cost $85.45 Unrealized +2.7%
MSGS MADISON SQUARE GARDEN SPORTS 0.0%
Value $213K Shares 824 Est. Cost $227.62 Unrealized 0.0%
TER TERADYNE INC 0.0%
Value $213K Shares 1,100 Est. Cost $171.50 Unrealized 0.0%
PPG PPG INDUSTRIES INC 0.0%
Value $205K Shares 2,000 Est. Cost $147.48 Unrealized -32.1%
ARLP ALLIANCE RESOURCE PARTNERS 0.0%
Value $204K Shares 8,800 Est. Cost $24.46 Unrealized
PWR QUANTA SERVICES INC 0.0%
Value $203K Shares 482 Est. Cost $439.27 Unrealized 0.0%
BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value $201K Shares 2,200 Est. Cost $91.56 Unrealized
ORN ORION GROUP HOLDINGS INC 0.0%
Value $196K Shares 19,674 Est. Cost $7.23 Unrealized +34.0%
GLDD GREAT LAKES DREDGE & DOCK CO 0.0%
Value $170K Shares 12,966 Est. Cost $11.96 Unrealized +3.0%
OGN ORGANON & CO 0.0%
Value $123K Shares 17,197 Est. Cost $24.44 Unrealized -67.7%
NAUT NAUTILUS BIOTECHNOLOGY INC 0.0%
Value $87,750 Shares 45,000 Est. Cost $1.49 Unrealized +10.3%