First Dallas Securities Inc. Diversified Active

CIK: 0001378559 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 7, 2022

Total Value ($000): $152,475 (100.0% shares, 0.0% debt)

Holdings (117)

TPL TEXAS PACIFIC LAND C 10.2%
Value ($000) $15,482 Shares 12,397 Est. Cost $164.19 Unrealized -19.6%
GM GENERAL MTRS CO 3.5%
Value ($000) $5,276 Shares 89,982 Est. Cost $51.76 Unrealized +8.9%
CMC COMMERCIAL METALS CO 3.2%
Value ($000) $4,915 Shares 135,424 Est. Cost $17.97 Unrealized +73.9%
OKE ONEOK INC NEW 3.0%
Value ($000) $4,555 Shares 77,519 Est. Cost $30.48 Unrealized +62.8%
ABBV ABBVIE INC 2.8%
Value ($000) $4,222 Shares 31,185 Est. Cost $62.45 Unrealized +62.9%
MSFT MICROSOFT CORP 2.7%
Value ($000) $4,080 Shares 12,131 Est. Cost $180.62 Unrealized +73.5%
QCOM QUALCOMM INC 2.6%
Value ($000) $4,003 Shares 21,888 Est. Cost $124.65 Unrealized +17.2%
HD HOME DEPOT INC 2.3%
Value ($000) $3,546 Shares 8,543 Est. Cost $183.60 Unrealized +86.9%
XOM EXXON MOBIL CORP 2.3%
Value ($000) $3,516 Shares 57,460 Est. Cost $46.05 Unrealized +17.1%
AAPL APPLE INC 2.0%
Value ($000) $3,002 Shares 16,906 Est. Cost $110.35 Unrealized +40.2%
PFE PFIZER INC 1.9%
Value ($000) $2,951 Shares 49,982 Est. Cost $36.34 Unrealized +10.7%
JNJ JOHNSON & JOHNSON 1.9%
Value ($000) $2,928 Shares 17,115 Est. Cost $61.99 Unrealized +134.0%
BAC BK OF AMERICA CORP 1.9%
Value ($000) $2,874 Shares 64,588 Est. Cost $18.17 Unrealized +125.7%
CLF CLEVELAND-CLIFFS INC 1.9%
Value ($000) $2,862 Shares 131,479 Est. Cost $8.18 Unrealized +163.4%
XEL XCEL ENERGY INC 1.9%
Value ($000) $2,826 Shares 41,742 Est. Cost $47.83 Unrealized +18.8%
BA BOEING CO 1.7%
Value ($000) $2,655 Shares 13,186 Est. Cost $119.92 Unrealized +76.2%
CVS CVS HEALTH CORP 1.7%
Value ($000) $2,534 Shares 24,563 Est. Cost $52.96 Unrealized +52.0%
VZ VERIZON COMMUNICATIO 1.6%
Value ($000) $2,495 Shares 48,011 Est. Cost $40.30 Unrealized +0.2%
FDX FEDEX CORP 1.6%
Value ($000) $2,412 Shares 9,324 Est. Cost $191.29 Unrealized +15.0%
CSCO CISCO SYS INC 1.5%
Value ($000) $2,291 Shares 36,156 Est. Cost $42.12 Unrealized +19.8%
IP INTERNATIONAL PAPER 1.4%
Value ($000) $2,173 Shares 46,256 Est. Cost $31.53 Unrealized +30.1%
ENLINK MIDSTREAM LLC 1.4%
Value ($000) $2,158 Shares 313,261 Est. Cost $9.17 Unrealized
ETD ETHAN ALLEN INTERIOR 1.4%
Value ($000) $2,092 Shares 79,575 Est. Cost $17.21 Unrealized +6.5%
NVDA NVIDIA CORPORATION 1.3%
Value ($000) $2,026 Shares 6,890 Est. Cost $19.44 Unrealized +41.2%
JPM JPMORGAN CHASE & CO 1.3%
Value ($000) $1,928 Shares 12,175 Est. Cost $98.11 Unrealized +50.7%
TMHC TAYLOR MORRISON HOME 1.2%
Value ($000) $1,898 Shares 54,300 Est. Cost $26.35 Unrealized +18.4%
CMA COMERICA INC 1.2%
Value ($000) $1,888 Shares 21,697 Est. Cost $59.10 Unrealized +18.9%
EXP EAGLE MATLS INC 1.2%
Value ($000) $1,832 Shares 11,008 Est. Cost $85.34 Unrealized +75.9%
LUV SOUTHWEST AIRLS CO 1.2%
Value ($000) $1,786 Shares 41,682 Est. Cost $23.51 Unrealized +85.8%
UPS UNITED PARCEL SERVIC 1.1%
Value ($000) $1,700 Shares 7,931 Est. Cost $126.94 Unrealized +32.8%
META FACEBOOK INC 1.1%
Value ($000) $1,649 Shares 4,903 Est. Cost $261.62 Unrealized +26.0%
DUK DUKE ENERGY CORP NEW 1.0%
Value ($000) $1,542 Shares 14,701 Est. Cost $67.67 Unrealized +27.5%
GLD SPDR GOLD TR 1.0%
Value ($000) $1,496 Shares 8,753 Est. Cost $177.16 Unrealized
WHR WHIRLPOOL CORP 1.0%
Value ($000) $1,474 Shares 6,281 Est. Cost $193.48 Unrealized +13.5%
CAT CATERPILLAR INC 0.9%
Value ($000) $1,411 Shares 6,823 Est. Cost $115.50 Unrealized +61.6%
ENCORE WIRE CORP 0.9%
Value ($000) $1,374 Shares 9,600 Est. Cost $94.81 Unrealized
DIS DISNEY WALT CO 0.8%
Value ($000) $1,281 Shares 8,269 Est. Cost $117.45 Unrealized +34.3%
LLY LILLY ELI & CO 0.8%
Value ($000) $1,271 Shares 4,600 Est. Cost $186.45 Unrealized +30.8%
TFIN TRIUMPH BANCORP INC 0.8%
Value ($000) $1,259 Shares 10,570 Est. Cost $65.52 Unrealized +82.8%
WMT WALMART INC 0.8%
Value ($000) $1,244 Shares 8,600 Est. Cost $27.28 Unrealized +65.6%
DOW DOW INC 0.8%
Value ($000) $1,229 Shares 21,669 Est. Cost $35.44 Unrealized +27.1%
AEO AMERICAN EAGLE OUTFI 0.8%
Value ($000) $1,216 Shares 48,018 Est. Cost $23.68 Unrealized -4.7%
T AT&T INC 0.7%
Value ($000) $1,133 Shares 46,048 Est. Cost $15.54 Unrealized -5.6%
GLOBAL MED REIT INC 0.7%
Value ($000) $1,022 Shares 57,550 Est. Cost $14.80 Unrealized
ATO ATMOS ENERGY CORP 0.7%
Value ($000) $1,020 Shares 9,731 Est. Cost $31.60 Unrealized +170.4%
KO COCA COLA CO 0.7%
Value ($000) $1,016 Shares 17,164 Est. Cost $40.16 Unrealized +22.4%
NCLH NORWEGIAN CRUISE LIN 0.7%
Value ($000) $1,004 Shares 48,400 Est. Cost $30.80 Unrealized -22.4%
BLDR BUILDERS FIRSTSOURCE 0.6%
Value ($000) $981 Shares 11,440 Est. Cost $46.59 Unrealized +45.4%
LAZARD LTD 0.6%
Value ($000) $974 Shares 22,315 Est. Cost $43.50 Unrealized
CALY CALLAWAY GOLF CO 0.6%
Value ($000) $949 Shares 34,581 Est. Cost $30.42 Unrealized -8.7%
WSM WILLIAMS SONOMA INC 0.6%
Value ($000) $923 Shares 5,456 Est. Cost $79.61 Unrealized +7.9%
BMY BRISTOL-MYERS SQUIBB 0.6%
Value ($000) $905 Shares 14,518 Est. Cost $52.41 Unrealized -6.1%
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $899 Shares 1,583 Est. Cost $249.02 Unrealized +96.0%
FCX FREEPORT-MCMORAN INC 0.6%
Value ($000) $888 Shares 21,284 Est. Cost $33.79 Unrealized +5.9%
BRK/B BERKSHIRE HATHAWAY I 0.6%
Value ($000) $860 Shares 2,875 Est. Cost $214.00 Unrealized +33.8%
GOOG ALPHABET INC 0.6%
Value ($000) $854 Shares 295 Est. Cost $91.35 Unrealized +57.0%
AMZN AMAZON COM INC 0.5%
Value ($000) $746 Shares 224 Est. Cost $132.76 Unrealized +28.9%
SO SOUTHERN CO 0.5%
Value ($000) $742 Shares 10,824 Est. Cost $28.38 Unrealized +92.8%
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $685 Shares 3,634 Est. Cost $210.63 Unrealized +2.5%
SIX FLAGS ENTMT CORP 0.4%
Value ($000) $632 Shares 14,850 Est. Cost $44.39 Unrealized
IBM INTERNATIONAL BUSINE 0.4%
Value ($000) $625 Shares 4,675 Est. Cost $105.98 Unrealized +0.5%
ON ON SEMICONDUCTOR COR 0.4%
Value ($000) $621 Shares 9,150 Est. Cost $19.56 Unrealized +189.6%
AEE AMEREN CORP 0.4%
Value ($000) $609 Shares 6,838 Est. Cost $30.01 Unrealized +150.0%
SCHW SCHWAB CHARLES CORP 0.4%
Value ($000) $593 Shares 7,050 Est. Cost $56.91 Unrealized +34.4%
NEW YORK CMNTY BANCO 0.4%
Value ($000) $562 Shares 46,000 Est. Cost $12.40 Unrealized
HON HONEYWELL INTL INC 0.4%
Value ($000) $558 Shares 2,675 Est. Cost $68.86 Unrealized +168.8%
PEP PEPSICO INC 0.4%
Value ($000) $551 Shares 3,170 Est. Cost $124.84 Unrealized +14.9%
CBRL CRACKER BARREL OLD C 0.3%
Value ($000) $504 Shares 3,916 Est. Cost $112.42 Unrealized -1.2%
PG PROCTER AND GAMBLE C 0.3%
Value ($000) $499 Shares 3,049 Est. Cost $74.04 Unrealized +81.2%
MRNA MODERNA INC 0.3%
Value ($000) $474 Shares 1,865 Est. Cost $178.71 Unrealized +63.6%
MPT MEDICAL PPTYS TRUST 0.3%
Value ($000) $471 Shares 19,928 Est. Cost $19.61 Unrealized
TSM TAIWAN SEMICONDUCTOR 0.3%
Value ($000) $471 Shares 3,914 Est. Cost $112.11 Unrealized
MTDR MATADOR RES CO 0.3%
Value ($000) $458 Shares 12,400 Est. Cost $18.40 Unrealized +122.3%
ABT ABBOTT LABS 0.3%
Value ($000) $457 Shares 3,250 Est. Cost $78.56 Unrealized +51.1%
MRK MERCK & CO INC 0.3%
Value ($000) $454 Shares 5,929 Est. Cost $62.18 Unrealized +12.4%
BRK/A BERKSHIRE HATHAWAY I 0.3%
Value ($000) $451 Shares 1 Est. Cost $308211.47 Unrealized +40.1%
MDT MEDTRONIC PLC 0.3%
Value ($000) $445 Shares 4,300 Est. Cost $96.98 Unrealized +5.2%
URI UNITED RENTALS INC 0.3%
Value ($000) $432 Shares 1,300 Est. Cost $118.68 Unrealized +190.9%
SPIRIT AIRLS INC 0.3%
Value ($000) $431 Shares 19,725 Est. Cost $29.20 Unrealized
GS GOLDMAN SACHS GROUP 0.3%
Value ($000) $425 Shares 1,111 Est. Cost $212.68 Unrealized +67.6%
DOC HEALTHPEAK PROPERTIE 0.3%
Value ($000) $418 Shares 11,572 Est. Cost $20.82 Unrealized +31.5%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $405 Shares 3,447 Est. Cost $65.87 Unrealized +45.9%
CFR CULLEN FROST BANKERS 0.3%
Value ($000) $398 Shares 3,155 Est. Cost $75.23 Unrealized +50.9%
MU MICRON TECHNOLOGY IN 0.3%
Value ($000) $391 Shares 4,200 Est. Cost $59.96 Unrealized +27.2%
RTX RAYTHEON TECHNOLOGIE 0.3%
Value ($000) $384 Shares 4,464 Est. Cost $53.70 Unrealized +47.7%
TGT TARGET CORP 0.3%
Value ($000) $382 Shares 1,651 Est. Cost $126.50 Unrealized +69.3%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $369 Shares 7,700 Est. Cost $36.26 Unrealized +22.5%
KHC KRAFT HEINZ CO 0.2%
Value ($000) $369 Shares 10,277 Est. Cost $25.76 Unrealized +14.5%
CNK CINEMARK HLDGS INC 0.2%
Value ($000) $353 Shares 21,900 Est. Cost $21.93 Unrealized -15.7%
SPG SIMON PPTY GROUP INC 0.2%
Value ($000) $351 Shares 2,200 Est. Cost $81.45 Unrealized +48.9%
ET ENERGY TRANSFER L P 0.2%
Value ($000) $347 Shares 42,124 Est. Cost $8.31 Unrealized
CB CHUBB LIMITED 0.2%
Value ($000) $338 Shares 1,750 Est. Cost $152.78 Unrealized +16.2%
ABNB AIRBNB INC 0.2%
Value ($000) $335 Shares 2,010 Est. Cost $152.75 Unrealized +15.3%
UBER UBER TECHNOLOGIES IN 0.2%
Value ($000) $333 Shares 7,950 Est. Cost $48.26 Unrealized -10.7%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $330 Shares 1,750 Est. Cost $66.29 Unrealized +156.7%
ADM ARCHER DANIELS MIDLA 0.2%
Value ($000) $308 Shares 4,550 Est. Cost $48.34 Unrealized +18.7%
LOW LOWES COS INC 0.2%
Value ($000) $304 Shares 1,175 Est. Cost $148.05 Unrealized +48.5%
PIONEER NAT RES CO 0.2%
Value ($000) $303 Shares 1,665 Est. Cost $181.98 Unrealized
BX BLACKSTONE INC 0.2%
Value ($000) $298 Shares 2,300 Est. Cost $76.25 Unrealized +52.3%
AEP AMERICAN ELEC PWR CO 0.2%
Value ($000) $296 Shares 3,325 Est. Cost $33.73 Unrealized +114.9%
BRIGHAM MINERALS INC 0.2%
Value ($000) $285 Shares 13,500 Est. Cost $21.02 Unrealized
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $273 Shares 9,100 Est. Cost $26.00 Unrealized +10.4%
NXPI NXP SEMICONDUCTORS N 0.2%
Value ($000) $260 Shares 1,140 Est. Cost $134.81 Unrealized +45.9%
VYX NCR CORP NEW 0.2%
Value ($000) $257 Shares 6,400 Est. Cost $15.49 Unrealized +63.8%
CAL CALERES INC 0.2%
Value ($000) $252 Shares 11,100 Est. Cost $22.78 Unrealized -0.8%
ONON ON HLDG AG 0.2%
Value ($000) $251 Shares 6,650 Est. Cost $36.70 Unrealized 0.0%
XRX XEROX HOLDINGS CORP 0.2%
Value ($000) $245 Shares 10,812 Est. Cost $17.51 Unrealized +16.0%
MCD MCDONALDS CORP 0.2%
Value ($000) $239 Shares 893 Est. Cost $215.84 Unrealized +6.4%
C CITIGROUP INC 0.1%
Value ($000) $228 Shares 3,775 Est. Cost $62.64 Unrealized -8.7%
GEO GEO GROUP INC NEW 0.1%
Value ($000) $219 Shares 28,317 Est. Cost $15.98 Unrealized -48.8%
APOLLO GLOBAL MGMT I 0.1%
Value ($000) $217 Shares 3,000 Est. Cost $72.33 Unrealized
STKL SUNOPTA INC 0.1%
Value ($000) $213 Shares 30,680 Est. Cost $10.27 Unrealized -29.5%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $209 Shares 1,325 Est. Cost $139.59 Unrealized 0.0%
SBSI SOUTHSIDE BANCSHARES 0.1%
Value ($000) $209 Shares 4,998 Est. Cost $41.34 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $204 Shares 575 Est. Cost $308.96 Unrealized 0.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $202 Shares 2,798 Est. Cost $62.64 Unrealized 0.0%
BERKSHIRE GREY INC 0.0%
Value ($000) $24 Shares 27,000 Est. Cost $0.89 Unrealized