First Dallas Securities Inc. Diversified Active

CIK: 0001378559 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Jan 27, 2016

Total Value ($000): $122,093 (100.0% shares, 0.0% debt)

Holdings (101)

PROFESSIONALLY MANAGED PORTFOL 10.7%
Value ($000) $13,079 Shares 390,303 Est. Cost $29.47 Unrealized
TEXAS PAC LD TR SUB CTF PROP I 5.6%
Value ($000) $6,815 Shares 52,052 Est. Cost $90.64 Unrealized
TRN TRINITY INDUSTRIES INC 4.0%
Value ($000) $4,833 Shares 201,214 Est. Cost $15.77 Unrealized -14.8%
ATO ATMOS ENERGY CORP 3.7%
Value ($000) $4,471 Shares 70,920 Est. Cost $31.05 Unrealized +55.5%
LUV SOUTHWEST AIRLINES CO 3.5%
Value ($000) $4,285 Shares 99,509 Est. Cost $19.08 Unrealized +106.1%
BA BOEING CO 3.4%
Value ($000) $4,203 Shares 29,071 Est. Cost $80.70 Unrealized +59.7%
JNJ JOHNSON & JOHNSON 3.3%
Value ($000) $3,985 Shares 38,789 Est. Cost $59.66 Unrealized +27.3%
PROFESSIONALLY MANAGED PORTFOL 3.1%
Value ($000) $3,799 Shares 266,239 Est. Cost $14.05 Unrealized
GENERAL ELECTRIC COMPANY 3.1%
Value ($000) $3,737 Shares 119,988 Est. Cost $23.30 Unrealized
XCEL ENERGY INC 3.0%
Value ($000) $3,711 Shares 103,333 Est. Cost $28.34 Unrealized
AT&T INC 2.8%
Value ($000) $3,394 Shares 98,635 Est. Cost $35.34 Unrealized
AMERICAN AIRLINES GROUP INC 2.6%
Value ($000) $3,181 Shares 75,115 Est. Cost $31.45 Unrealized
RYMAN HOSPITALITY PROPERTIES I 2.5%
Value ($000) $2,999 Shares 58,071 Est. Cost $39.40 Unrealized
EXXON MOBIL CORP 2.4%
Value ($000) $2,919 Shares 37,452 Est. Cost $90.24 Unrealized
GEO GROUP INC 2.2%
Value ($000) $2,697 Shares 93,314 Est. Cost $36.21 Unrealized
EAGLE MATERIALS INC 2.2%
Value ($000) $2,687 Shares 44,453 Est. Cost $80.89 Unrealized
HP HELMERICH & PAYNE INC 1.9%
Value ($000) $2,266 Shares 42,332 Est. Cost $83.37 Unrealized -33.7%
PROFESSIONALLY MANAGED PORTFOL 1.4%
Value ($000) $1,696 Shares 136,276 Est. Cost $13.95 Unrealized
PROFESSIONALLY MANAGED PORTFOL 1.4%
Value ($000) $1,686 Shares 204,645 Est. Cost $14.33 Unrealized
HAL HALLIBURTON CO 1.4%
Value ($000) $1,652 Shares 48,523 Est. Cost $33.21 Unrealized -6.7%
DUKE ENERGY CORP 1.3%
Value ($000) $1,611 Shares 22,575 Est. Cost $74.76 Unrealized
PROFESSIONALLY MANAGED PORTFOL 1.3%
Value ($000) $1,552 Shares 149,724 Est. Cost $10.36 Unrealized
IP INTERNATIONAL PAPER CO 1.2%
Value ($000) $1,526 Shares 40,476 Est. Cost $27.00 Unrealized -7.8%
VERIZON COMMUNICATIONS INC 1.2%
Value ($000) $1,498 Shares 32,415 Est. Cost $49.86 Unrealized
PG PROCTER & GAMBLE CO 1.2%
Value ($000) $1,431 Shares 18,024 Est. Cost $55.00 Unrealized +5.3%
ENLINK MIDSTREAM LLC UNIT REP 1.1%
Value ($000) $1,325 Shares 87,793 Est. Cost $18.01 Unrealized
PROFESSIONALLY MANAGED PORTFOL 1.0%
Value ($000) $1,206 Shares 67,908 Est. Cost $16.25 Unrealized
URI UNITED RENTALS INC 1.0%
Value ($000) $1,200 Shares 16,234 Est. Cost $76.17 Unrealized -8.1%
PRIMORIS SERVICES CORP 0.9%
Value ($000) $1,107 Shares 50,261 Est. Cost $18.40 Unrealized
COSTCO WHOLESALE CORP 0.9%
Value ($000) $1,052 Shares 6,517 Est. Cost $116.33 Unrealized
FREEPORT-MCMORAN, INC. 0.8%
Value ($000) $1,036 Shares 152,983 Est. Cost $17.56 Unrealized
GENERAL MOTORS CO 0.8%
Value ($000) $1,030 Shares 30,265 Est. Cost $32.83 Unrealized
LMT LOCKHEED MARTIN CORP 0.8%
Value ($000) $1,021 Shares 4,702 Est. Cost $71.87 Unrealized +130.1%
CELGENE CORP 0.7%
Value ($000) $914 Shares 7,632 Est. Cost $97.45 Unrealized
HD HOME DEPOT INC 0.7%
Value ($000) $901 Shares 6,811 Est. Cost $69.17 Unrealized +44.6%
PANHANDLE OIL AND GAS INC CL A 0.7%
Value ($000) $852 Shares 52,707 Est. Cost $30.84 Unrealized
PILGRIMS PRIDE CORP 0.7%
Value ($000) $845 Shares 38,250 Est. Cost $22.34 Unrealized
BAC BANK OF AMERICA CORPORATION 0.7%
Value ($000) $834 Shares 49,571 Est. Cost $12.79 Unrealized +6.0%
SO SOUTHERN CO 0.6%
Value ($000) $765 Shares 16,350 Est. Cost $26.76 Unrealized +10.7%
KINDER MORGAN INC 0.6%
Value ($000) $756 Shares 50,667 Est. Cost $29.44 Unrealized
KAPSTONE PAPER & PACKAGING CRP 0.6%
Value ($000) $735 Shares 32,560 Est. Cost $16.52 Unrealized
HSY HERSHEY CO 0.6%
Value ($000) $726 Shares 8,133 Est. Cost $65.98 Unrealized +6.7%
MERCK & CO INC 0.6%
Value ($000) $725 Shares 13,725 Est. Cost $46.78 Unrealized
AMERICAN EAGLE OUTFITTERS NEW 0.6%
Value ($000) $701 Shares 45,210 Est. Cost $15.64 Unrealized
FEDEX CORP 0.5%
Value ($000) $663 Shares 4,455 Est. Cost $148.82 Unrealized
KSS KOHLS CORP 0.5%
Value ($000) $610 Shares 12,803 Est. Cost $69.43 Unrealized -33.4%
AEE AMEREN CORP 0.5%
Value ($000) $600 Shares 13,890 Est. Cost $23.38 Unrealized +37.3%
DIS DISNEY WALT CO DISNEY 0.5%
Value ($000) $589 Shares 5,610 Est. Cost $59.94 Unrealized +70.5%
PENNEY J C INC 0.4%
Value ($000) $549 Shares 82,380 Est. Cost $7.23 Unrealized
TEXAS CAPITAL BANCSHARES INC 0.4%
Value ($000) $530 Shares 10,725 Est. Cost $50.22 Unrealized
CISCO SYSTEMS INC 0.4%
Value ($000) $526 Shares 19,376 Est. Cost $27.49 Unrealized
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $519 Shares 7,463 Est. Cost $69.84 Unrealized -10.0%
ENCORE WIRE CORP 0.4%
Value ($000) $502 Shares 13,551 Est. Cost $33.56 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $496 Shares 7,214 Est. Cost $29.02 Unrealized +60.9%
CVX CHEVRON CORP 0.4%
Value ($000) $493 Shares 5,527 Est. Cost $70.13 Unrealized -16.7%
MTDR MATADOR RESOURCES CO 0.4%
Value ($000) $490 Shares 24,755 Est. Cost $24.30 Unrealized +0.4%
LEGACY TX FINANCIAL GROUP INC 0.4%
Value ($000) $472 Shares 18,881 Est. Cost $23.30 Unrealized
DOW CHEMICAL COMPANY 0.4%
Value ($000) $468 Shares 9,099 Est. Cost $50.47 Unrealized
UAL UNITED CONTL HOLDINGS INC 0.4%
Value ($000) $457 Shares 7,975 Est. Cost $44.68 Unrealized +29.2%
D R HORTON INC 0.4%
Value ($000) $450 Shares 15,051 Est. Cost $27.45 Unrealized
UNITED STATES STEEL CORP 0.4%
Value ($000) $446 Shares 55,814 Est. Cost $11.37 Unrealized
MU MICRON TECHNOLOGY INC 0.3%
Value ($000) $427 Shares 30,170 Est. Cost $17.76 Unrealized -12.2%
AAPL APPLE INC 0.3%
Value ($000) $413 Shares 3,922 Est. Cost $19.48 Unrealized +32.1%
MS MORGAN STANLEY 0.3%
Value ($000) $398 Shares 12,526 Est. Cost $24.99 Unrealized +0.0%
HD SUPPLY HOLDINGS INC 0.3%
Value ($000) $393 Shares 13,100 Est. Cost $35.17 Unrealized
A H BELO CORP CL A 0.3%
Value ($000) $376 Shares 75,075 Est. Cost $7.67 Unrealized
CONOCOPHILLIPS 0.3%
Value ($000) $371 Shares 7,928 Est. Cost $60.00 Unrealized
COMSTOCK RESOURCES INC 0.3%
Value ($000) $367 Shares 195,954 Est. Cost $7.55 Unrealized
LA QUINTA HOLDINGS INC 0.3%
Value ($000) $367 Shares 26,960 Est. Cost $13.61 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS L 0.3%
Value ($000) $349 Shares 13,646 Est. Cost $40.27 Unrealized
DAL DELTA AIR LINES INC 0.3%
Value ($000) $347 Shares 6,853 Est. Cost $33.92 Unrealized +28.7%
FELCOR LODGING TR INC CONV PFD 0.3%
Value ($000) $337 Shares 13,400 Est. Cost $25.55 Unrealized
AEP AMERICAN ELECTRIC POWER INC 0.3%
Value ($000) $307 Shares 5,275 Est. Cost $31.19 Unrealized +27.1%
HON HONEYWELL INTL INC 0.3%
Value ($000) $306 Shares 2,950 Est. Cost $54.59 Unrealized +36.1%
GLAXOSMITHKLINE PLC SP ADR 0.2%
Value ($000) $299 Shares 7,405 Est. Cost $47.53 Unrealized
CINEMARK HOLDINGS INC 0.2%
Value ($000) $274 Shares 8,213 Est. Cost $32.51 Unrealized
ABBVIE INC 0.2%
Value ($000) $273 Shares 4,605 Est. Cost $64.51 Unrealized
SUPN SUPERNUS PHARMACEUTICALS INC 0.2%
Value ($000) $271 Shares 20,200 Est. Cost $14.62 Unrealized +5.8%
CFR CULLEN FROST BANKERS INC 0.2%
Value ($000) $268 Shares 4,475 Est. Cost $53.19 Unrealized -7.4%
KO COCA-COLA CO 0.2%
Value ($000) $267 Shares 6,212 Est. Cost $27.85 Unrealized +10.7%
NATIONAL CINEMEDIA INC 0.2%
Value ($000) $260 Shares 16,516 Est. Cost $16.10 Unrealized
FACEBOOK INC CL A 0.2%
Value ($000) $247 Shares 2,358 Est. Cost $104.75 Unrealized
DXYN DIXIE GROUP INC CL A 0.2%
Value ($000) $241 Shares 46,000 Est. Cost $7.35 Unrealized -7.8%
PHM PULTE GROUP 0.2%
Value ($000) $238 Shares 13,375 Est. Cost $17.75 Unrealized -7.3%
WHR WHIRLPOOL CORP 0.2%
Value ($000) $224 Shares 1,525 Est. Cost $183.56 Unrealized -15.5%
HODGES INST 0.2%
Value ($000) $215 Shares 6,354 Est. Cost $38.62 Unrealized
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $214 Shares 3,899 Est. Cost $42.28 Unrealized 0.0%
PEP PEPSICO INC 0.2%
Value ($000) $214 Shares 2,146 Est. Cost $73.47 Unrealized 0.0%
WEC ENERGY GROUP INC 0.2%
Value ($000) $205 Shares 4,000 Est. Cost $45.04 Unrealized
LIFEVANTAGE CORP 0.2%
Value ($000) $204 Shares 21,428 Est. Cost $9.52 Unrealized
INTRUSION INC 0.1%
Value ($000) $174 Shares 159,695 Est. Cost $0.72 Unrealized
PROFESSIONALLY MANAGED PORTFOL 0.1%
Value ($000) $174 Shares 15,879 Est. Cost $12.40 Unrealized
MTUS TIMKENSTEEL CORP 0.1%
Value ($000) $142 Shares 17,000 Est. Cost $10.72 Unrealized 0.0%
ROCKY MOUNTAIN CHOCOLATE FACTO 0.1%
Value ($000) $126 Shares 11,737 Est. Cost $13.99 Unrealized
LEGACY RESERVES LP 0.1%
Value ($000) $126 Shares 71,497 Est. Cost $4.09 Unrealized
CENTRAL FUND CDA LTD CL A 0.1%
Value ($000) $123 Shares 12,300 Est. Cost $13.58 Unrealized
LUBYS INC 0.1%
Value ($000) $112 Shares 25,025 Est. Cost $8.45 Unrealized
MSB MESABI TRUST 0.1%
Value ($000) $70 Shares 15,503 Est. Cost $16.90 Unrealized
ID WATCHDOG INC 0.0%
Value ($000) $29 Shares 264,000 Est. Cost $0.03 Unrealized
ADCARE HEALTH SYSTEMS INC 0.0%
Value ($000) $25 Shares 10,148 Est. Cost $4.82 Unrealized
HDYNQ HYPERDYNAMICS CORP 0.0%
Value ($000) $16 Shares 13,574 Est. Cost $3.57 Unrealized -65.4%