First Dallas Securities Inc. Diversified Active

CIK: 0001378559 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Jul 11, 2014

Total Value ($000): $166,395 (100.0% shares, 0.0% debt)

Holdings (107)

PROFESSIONALLY MANAGED PTFL HO 11.5%
Value ($000) $19,194 Shares 481,659 Est. Cost $29.47 Unrealized
TEXAS PAC LD TR SUB CTF PROP I 6.0%
Value ($000) $9,920 Shares 61,954 Est. Cost $89.23 Unrealized
HAL HALLIBURTON CO COM 3.7%
Value ($000) $6,102 Shares 85,935 Est. Cost $33.21 Unrealized +55.0%
JNJ JOHNSON & JOHNSON COM 3.6%
Value ($000) $5,925 Shares 56,625 Est. Cost $59.66 Unrealized +22.6%
EXXON MOBIL CORP COM 3.3%
Value ($000) $5,574 Shares 55,360 Est. Cost $90.34 Unrealized
ATO ATMOS ENERGY CORP COM 3.2%
Value ($000) $5,397 Shares 101,052 Est. Cost $31.05 Unrealized +22.5%
BA BOEING CO COM 3.2%
Value ($000) $5,265 Shares 41,380 Est. Cost $80.70 Unrealized +39.5%
TRN TRINITY INDS INC COM 3.0%
Value ($000) $4,950 Shares 113,226 Est. Cost $15.42 Unrealized +30.5%
RYMAN HOSPITALITY PPTYS INC CO 2.9%
Value ($000) $4,902 Shares 101,821 Est. Cost $39.40 Unrealized
XCEL ENERGY INC COM 2.7%
Value ($000) $4,458 Shares 138,319 Est. Cost $28.34 Unrealized
PROFESSIONALLY MANAGED PTFL HD 2.6%
Value ($000) $4,268 Shares 273,406 Est. Cost $13.96 Unrealized
WMT WAL-MART STORES INC COM 2.5%
Value ($000) $4,135 Shares 55,091 Est. Cost $19.98 Unrealized +2.7%
GENERAL ELECTRIC CO COM 2.5%
Value ($000) $4,134 Shares 157,308 Est. Cost $23.30 Unrealized
AT&T INC COM 2.5%
Value ($000) $4,108 Shares 116,195 Est. Cost $35.34 Unrealized
PROFESSIONALLY MANAGED PTFL HD 2.0%
Value ($000) $3,347 Shares 211,752 Est. Cost $14.54 Unrealized
LINN ENERGY LLC UNIT LTD LIAB 1.9%
Value ($000) $3,216 Shares 99,407 Est. Cost $33.13 Unrealized
PROFESSIONALLY MANAGED PTFL HD 1.7%
Value ($000) $2,827 Shares 187,247 Est. Cost $13.95 Unrealized
LUV SOUTHWEST AIRLS CO COM 1.5%
Value ($000) $2,520 Shares 93,833 Est. Cost $11.86 Unrealized +86.7%
FREEPORT-MCMORAN COPPER & GOLD 1.5%
Value ($000) $2,494 Shares 68,328 Est. Cost $30.43 Unrealized
EAGLE MATERIALS INC COM 1.5%
Value ($000) $2,414 Shares 25,601 Est. Cost $85.59 Unrealized
PG PROCTER & GAMBLE CO COM 1.4%
Value ($000) $2,370 Shares 30,159 Est. Cost $55.00 Unrealized +6.0%
AMERICAN AIRLS GRP INC COM 1.4%
Value ($000) $2,278 Shares 53,022 Est. Cost $26.33 Unrealized
HP HELMERICH & PAYNE INC COM 1.3%
Value ($000) $2,227 Shares 19,178 Est. Cost $93.58 Unrealized +17.0%
BP BP PLC SPONSORED ADR 1.3%
Value ($000) $2,223 Shares 42,152 Est. Cost $51.67 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 1.3%
Value ($000) $2,202 Shares 29,685 Est. Cost $44.49 Unrealized 0.0%
A H BELO CORP COM CL A 1.2%
Value ($000) $2,028 Shares 171,100 Est. Cost $7.18 Unrealized
ENSCO PLC SHS CLASS A 1.2%
Value ($000) $1,956 Shares 35,200 Est. Cost $56.39 Unrealized
LINNCO LLC COMSHS LTD INT 1.1%
Value ($000) $1,908 Shares 60,968 Est. Cost $34.46 Unrealized
VERIZON COMMUNICATIONS INC COM 1.1%
Value ($000) $1,826 Shares 37,312 Est. Cost $49.86 Unrealized
GEO GROUP INC COM 1.0%
Value ($000) $1,745 Shares 48,838 Est. Cost $35.73 Unrealized
HSY HERSHEY CO COM 1.0%
Value ($000) $1,706 Shares 17,524 Est. Cost $65.98 Unrealized +12.7%
PROFESSIONALLY MANAGED HDGS SM 1.0%
Value ($000) $1,640 Shares 147,424 Est. Cost $10.26 Unrealized
PROFESSIONALLY MANAGED PTFL HO 1.0%
Value ($000) $1,624 Shares 79,480 Est. Cost $15.98 Unrealized
SIGNET JEWELERS LIMITED SHS 1.0%
Value ($000) $1,592 Shares 14,400 Est. Cost $105.85 Unrealized
MSB MESABI TR CTF BEN INT 0.9%
Value ($000) $1,487 Shares 75,970 Est. Cost $18.69 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.9%
Value ($000) $1,425 Shares 8,870 Est. Cost $71.87 Unrealized +64.6%
COSTCO WHSL CORP NEW COM 0.8%
Value ($000) $1,305 Shares 11,325 Est. Cost $116.33 Unrealized
MERCK & CO INC NEW COM 0.6%
Value ($000) $1,039 Shares 17,967 Est. Cost $46.42 Unrealized
COMSTOCK RES INC COM NEW 0.6%
Value ($000) $972 Shares 33,704 Est. Cost $28.84 Unrealized
LUBYS INC COM 0.6%
Value ($000) $959 Shares 163,170 Est. Cost $8.45 Unrealized
SIRIUS XM RADIO INC COM 0.6%
Value ($000) $941 Shares 271,900 Est. Cost $3.49 Unrealized
SO SOUTHERN CO COM 0.5%
Value ($000) $889 Shares 19,594 Est. Cost $26.75 Unrealized +0.8%
CVX CHEVRON CORP NEW COM 0.5%
Value ($000) $886 Shares 6,790 Est. Cost $71.30 Unrealized +6.5%
ENLINK MIDSTREAM LLC COM UNIT 0.5%
Value ($000) $882 Shares 21,187 Est. Cost $33.93 Unrealized
UAL UNITED CONTL HLDGS INC COM 0.5%
Value ($000) $851 Shares 20,725 Est. Cost $43.09 Unrealized 0.0%
CONOCOPHILLIPS COM 0.5%
Value ($000) $821 Shares 9,586 Est. Cost $60.49 Unrealized
PII POLARIS INDS INC COM 0.5%
Value ($000) $811 Shares 6,226 Est. Cost $123.22 Unrealized +7.5%
ROCKY MTN CHOCOLATE FACTORY CO 0.5%
Value ($000) $786 Shares 59,614 Est. Cost $12.44 Unrealized
CLIENT MANANGED 0.4%
Value ($000) $696 Shares 347,965 Est. Cost $1.57 Unrealized
DEVON ENERGY CORP NEW COM 0.4%
Value ($000) $677 Shares 8,522 Est. Cost $54.83 Unrealized
VIEWPOINT FINL GROUP INC MD CO 0.4%
Value ($000) $664 Shares 24,689 Est. Cost $27.73 Unrealized
TEXAS CAPITAL BANCSHARES INC C 0.4%
Value ($000) $651 Shares 12,075 Est. Cost $50.25 Unrealized
HD HOME DEPOT INC COM 0.4%
Value ($000) $631 Shares 7,791 Est. Cost $60.11 Unrealized 0.0%
AEE AMEREN CORP COM 0.4%
Value ($000) $622 Shares 15,216 Est. Cost $23.26 Unrealized +19.3%
MU MICRON TECHNOLOGY INC COM 0.4%
Value ($000) $586 Shares 17,770 Est. Cost $18.97 Unrealized +40.3%
HERCULES OFFSHORE INC COM 0.3%
Value ($000) $573 Shares 142,450 Est. Cost $5.63 Unrealized
NSC NORFOLK SOUTHERN CORP COM 0.3%
Value ($000) $545 Shares 5,294 Est. Cost $57.67 Unrealized +31.8%
NATIONAL OILWELL VARCO INC COM 0.3%
Value ($000) $536 Shares 6,502 Est. Cost $69.49 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.3%
Value ($000) $519 Shares 6,058 Est. Cost $56.55 Unrealized +29.9%
PANHANDLE OIL AND GAS INC CL A 0.3%
Value ($000) $514 Shares 9,175 Est. Cost $56.02 Unrealized
TRC TEJON RANCH CO COM 0.3%
Value ($000) $509 Shares 15,800 Est. Cost $28.67 Unrealized +6.4%
TRANSOCEAN LTD REG SHS 0.3%
Value ($000) $481 Shares 10,689 Est. Cost $47.96 Unrealized
GLAXOSMITHKLINE PLC SPONSORED 0.3%
Value ($000) $469 Shares 8,770 Est. Cost $50.00 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.3%
Value ($000) $466 Shares 9,614 Est. Cost $29.02 Unrealized +15.4%
UNITED STATES STL CORP NEW COM 0.3%
Value ($000) $463 Shares 17,762 Est. Cost $18.54 Unrealized
MTDR MATADOR RES CO COM 0.3%
Value ($000) $454 Shares 15,500 Est. Cost $26.41 Unrealized 0.0%
AAPL APPLE INC COM 0.3%
Value ($000) $424 Shares 4,561 Est. Cost $17.87 Unrealized +4.4%
INTRUSION INC COM NEW 0.2%
Value ($000) $409 Shares 222,025 Est. Cost $0.72 Unrealized
ATWOOD OCEANICS INC COM 0.2%
Value ($000) $399 Shares 7,615 Est. Cost $52.50 Unrealized
GOGO INC COM 0.2%
Value ($000) $394 Shares 20,175 Est. Cost $19.53 Unrealized
KO COCA COLA CO COM 0.2%
Value ($000) $380 Shares 8,962 Est. Cost $27.85 Unrealized +0.9%
NATIONSTAR MTG HLDGS INC COM 0.2%
Value ($000) $366 Shares 10,075 Est. Cost $33.16 Unrealized
LEGG MASON INC COM 0.2%
Value ($000) $364 Shares 7,100 Est. Cost $32.03 Unrealized
CMI CUMMINS INC COM 0.2%
Value ($000) $357 Shares 2,311 Est. Cost $81.82 Unrealized +35.3%
INTEGRYS ENERGY GROUP INC COM 0.2%
Value ($000) $356 Shares 5,000 Est. Cost $58.60 Unrealized
TM TOYOTA MOTOR CORP SP ADR REP2C 0.2%
Value ($000) $356 Shares 2,975 Est. Cost $120.57 Unrealized
AEP AMERICAN ELEC PWR INC COM 0.2%
Value ($000) $332 Shares 5,950 Est. Cost $30.44 Unrealized +14.6%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $325 Shares 3,500 Est. Cost $53.13 Unrealized +23.7%
GILD GILEAD SCIENCES INC COM 0.2%
Value ($000) $293 Shares 3,531 Est. Cost $54.08 Unrealized 0.0%
MS MORGAN STANLEY COM NEW 0.2%
Value ($000) $291 Shares 9,002 Est. Cost $21.87 Unrealized +3.8%
PSX PHILLIPS 66 COM 0.2%
Value ($000) $290 Shares 3,612 Est. Cost $40.63 Unrealized +33.4%
OKE ONEOK INC NEW COM 0.2%
Value ($000) $286 Shares 4,200 Est. Cost $20.98 Unrealized +49.0%
CNI CANADIAN NATL RY CO COM 0.2%
Value ($000) $286 Shares 4,400 Est. Cost $41.96 Unrealized +15.1%
STEIN MART INC COM 0.2%
Value ($000) $285 Shares 20,500 Est. Cost $13.96 Unrealized
ENLINK MIDSTREAM PARTN COM UNI 0.2%
Value ($000) $252 Shares 8,006 Est. Cost $30.43 Unrealized
ALTRIA GROUP INC COM 0.2%
Value ($000) $251 Shares 5,976 Est. Cost $42.00 Unrealized
BAC BANK OF AMERICA CORPORATION CO 0.1%
Value ($000) $227 Shares 14,747 Est. Cost $11.66 Unrealized +5.0%
NATIONAL CINEMEDIA INC COM 0.1%
Value ($000) $222 Shares 12,650 Est. Cost $17.55 Unrealized
UNITED TECHNOLOGIES CORP COM 0.1%
Value ($000) $222 Shares 1,920 Est. Cost $107.81 Unrealized
HCP INC COM 0.1%
Value ($000) $218 Shares 5,261 Est. Cost $41.44 Unrealized
LIFEVANTAGE CORP COM 0.1%
Value ($000) $216 Shares 150,000 Est. Cost $2.32 Unrealized
PEP PEPSICO INC COM 0.1%
Value ($000) $212 Shares 2,377 Est. Cost $60.92 Unrealized 0.0%
DOW CHEM CO COM 0.1%
Value ($000) $209 Shares 4,064 Est. Cost $51.43 Unrealized
MEDICAL PPTYS TRUST INC COM 0.1%
Value ($000) $208 Shares 15,691 Est. Cost $12.17 Unrealized
SPDR GOLD TRUST GOLD SHS 0.1%
Value ($000) $206 Shares 1,614 Est. Cost $127.63 Unrealized
PROFESSIONALLY MANAGED HDGS SI 0.1%
Value ($000) $194 Shares 17,556 Est. Cost $10.43 Unrealized
CENTRAL FD CDA LTD CL A 0.1%
Value ($000) $179 Shares 12,300 Est. Cost $13.58 Unrealized
AEGEAN MARINE PETROLEUM NETWRK 0.1%
Value ($000) $134 Shares 13,240 Est. Cost $11.71 Unrealized
TREMOR VIDEO INC COM 0.1%
Value ($000) $132 Shares 28,000 Est. Cost $4.14 Unrealized
NORDIC AMERICAN TANKERS LIMITE 0.1%
Value ($000) $117 Shares 12,250 Est. Cost $9.55 Unrealized
HDYNQ HYPERDYNAMICS CORP COM NEW 0.1%
Value ($000) $113 Shares 19,875 Est. Cost $4.37 Unrealized -43.2%
MAGNUM HUNTER RES CORP DEL COM 0.0%
Value ($000) $82 Shares 10,000 Est. Cost $3.60 Unrealized
BUILDERS FIRSTSOURCE INC COM 0.0%
Value ($000) $79 Shares 10,500 Est. Cost $9.13 Unrealized
DRYSHIPS INC SHS 0.0%
Value ($000) $71 Shares 21,977 Est. Cost $3.26 Unrealized
ADCARE HEALTH SYSTEMS INC COM 0.0%
Value ($000) $58 Shares 13,484 Est. Cost $4.82 Unrealized
ID WATCHDOG INC ORD SHS 0.0%
Value ($000) $15 Shares 264,000 Est. Cost $0.03 Unrealized
GASCO ENERGY INC COM 0.0%
Value ($000) $0 Shares 25,000 Est. Cost $0.04 Unrealized