First Dallas Securities Inc. Diversified Active

CIK: 0001378559 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 7, 2017

Total Value ($000): $144,277 (100.0% shares, 0.0% debt)

Holdings (106)

Hodges Fund 12.0%
Value ($000) $17,297 Shares 362,692 Est. Cost $30.77 Unrealized
Tex Pac Land Tr Sub sh 9.1%
Value ($000) $13,115 Shares 32,455 Est. Cost $90.64 Unrealized
BA Boeing Co 3.6%
Value ($000) $5,218 Shares 20,523 Est. Cost $85.61 Unrealized +157.5%
Hodges Fund - Blue Chip 3.6%
Value ($000) $5,129 Shares 312,171 Est. Cost $14.36 Unrealized
IP International Paper Co 3.0%
Value ($000) $4,323 Shares 76,066 Est. Cost $28.21 Unrealized +29.4%
Ryman Hospitality Pptys 2.7%
Value ($000) $3,886 Shares 62,178 Est. Cost $42.21 Unrealized
JNJ Johnson & Johnson 2.7%
Value ($000) $3,861 Shares 29,696 Est. Cost $59.66 Unrealized +76.0%
LUV Southwest Airlines Co 2.7%
Value ($000) $3,849 Shares 68,751 Est. Cost $19.76 Unrealized +156.1%
AT&T Inc 2.1%
Value ($000) $3,077 Shares 78,545 Est. Cost $35.34 Unrealized
GEO Grp Inc/the 2.0%
Value ($000) $2,857 Shares 106,173 Est. Cost $28.99 Unrealized
Exxon Mobil Corp 1.9%
Value ($000) $2,718 Shares 33,152 Est. Cost $90.24 Unrealized
Xcel Energy Inc 1.9%
Value ($000) $2,694 Shares 56,928 Est. Cost $28.34 Unrealized
Enlink Midstream LLC 1.8%
Value ($000) $2,552 Shares 147,908 Est. Cost $17.59 Unrealized
Eagle Materials Inc 1.7%
Value ($000) $2,426 Shares 22,734 Est. Cost $84.36 Unrealized
AbbVie Inc 1.7%
Value ($000) $2,416 Shares 27,190 Est. Cost $63.43 Unrealized
American Airlines Group 1.7%
Value ($000) $2,401 Shares 50,554 Est. Cost $31.45 Unrealized
BAC Bank of America Corp 1.6%
Value ($000) $2,356 Shares 92,976 Est. Cost $15.32 Unrealized +30.2%
Hodges Pure 1.5%
Value ($000) $2,177 Shares 170,788 Est. Cost $14.23 Unrealized
ATO Atmos Energy Corp 1.4%
Value ($000) $2,058 Shares 24,539 Est. Cost $31.05 Unrealized +127.5%
Penney J C co Inc 1.3%
Value ($000) $1,877 Shares 492,825 Est. Cost $6.83 Unrealized
Freeport-McMoran Inc 1.2%
Value ($000) $1,777 Shares 126,558 Est. Cost $16.74 Unrealized
General Motors Co 1.2%
Value ($000) $1,766 Shares 43,727 Est. Cost $33.07 Unrealized
TRN Trinity Industries Inc 1.2%
Value ($000) $1,752 Shares 54,919 Est. Cost $15.58 Unrealized -0.7%
General Electric CoMPANY 1.2%
Value ($000) $1,742 Shares 72,020 Est. Cost $23.30 Unrealized
Hodges Small-Mid Cap 1.2%
Value ($000) $1,689 Shares 134,406 Est. Cost $10.41 Unrealized
Encore Wire Corp 1.1%
Value ($000) $1,621 Shares 36,202 Est. Cost $43.36 Unrealized
DAL Delta Air Lines Inc New 1.1%
Value ($000) $1,601 Shares 33,209 Est. Cost $38.11 Unrealized +18.8%
Duke Energy Corp 1.0%
Value ($000) $1,446 Shares 17,233 Est. Cost $74.80 Unrealized
FedEx Corp 1.0%
Value ($000) $1,428 Shares 6,331 Est. Cost $160.20 Unrealized
HP Helmerich & Payne Inc 1.0%
Value ($000) $1,408 Shares 27,028 Est. Cost $72.65 Unrealized -31.9%
PG Procter & Gamble Co 1.0%
Value ($000) $1,390 Shares 15,277 Est. Cost $56.69 Unrealized +28.8%
Verizon Communications 0.8%
Value ($000) $1,225 Shares 24,757 Est. Cost $49.92 Unrealized
United States Steel Corp 0.8%
Value ($000) $1,202 Shares 46,859 Est. Cost $22.14 Unrealized
Norwegian Cruise Line 0.8%
Value ($000) $1,184 Shares 21,900 Est. Cost $54.09 Unrealized
Dowdupont Inc 0.8%
Value ($000) $1,178 Shares 17,015 Est. Cost $69.23 Unrealized
Costco Whsl Corp New 0.8%
Value ($000) $1,163 Shares 7,080 Est. Cost $132.76 Unrealized
Mylan NV 0.8%
Value ($000) $1,162 Shares 37,030 Est. Cost $38.40 Unrealized
Hodges Small Cap Fund 0.7%
Value ($000) $1,023 Shares 675,059 Est. Cost $2.58 Unrealized
HD Home Depot Inc 0.7%
Value ($000) $992 Shares 6,062 Est. Cost $69.81 Unrealized +79.3%
WHR Whirlpool Corp 0.7%
Value ($000) $941 Shares 5,100 Est. Cost $169.40 Unrealized +5.5%
JPMorgan Chase & Co 0.6%
Value ($000) $872 Shares 9,129 Est. Cost $75.35 Unrealized
Cisco Systems Inc 0.6%
Value ($000) $861 Shares 25,580 Est. Cost $29.50 Unrealized
HON Honeywell Intl Inc 0.6%
Value ($000) $843 Shares 5,950 Est. Cost $68.86 Unrealized +51.5%
WFC Wells Fargo & Co new 0.6%
Value ($000) $840 Shares 15,217 Est. Cost $39.03 Unrealized +8.0%
MTDR Matador Resources Co 0.6%
Value ($000) $835 Shares 30,735 Est. Cost $24.26 Unrealized -2.1%
Facebook Inc 0.6%
Value ($000) $803 Shares 4,700 Est. Cost $110.53 Unrealized
US Concrete Inc 0.5%
Value ($000) $788 Shares 10,325 Est. Cost $48.53 Unrealized
TSM Taiwan Semiconductor Mfg Ltd S 0.5%
Value ($000) $778 Shares 20,731 Est. Cost $31.20 Unrealized
HAL Halliburton Company 0.5%
Value ($000) $777 Shares 16,882 Est. Cost $34.86 Unrealized +1.6%
Merck & Co Inc new 0.5%
Value ($000) $755 Shares 11,782 Est. Cost $47.48 Unrealized
OKE Oneok Inc 0.5%
Value ($000) $754 Shares 13,600 Est. Cost $30.85 Unrealized +3.9%
CAT Caterpillar Inc 0.5%
Value ($000) $741 Shares 5,940 Est. Cost $84.05 Unrealized +14.2%
C Citigroup Inc 0.5%
Value ($000) $739 Shares 10,162 Est. Cost $43.06 Unrealized +20.6%
WMT Wal-Mart Stores Inc 0.5%
Value ($000) $723 Shares 9,255 Est. Cost $22.40 Unrealized +2.3%
MU Micron Technology Inc 0.5%
Value ($000) $723 Shares 18,375 Est. Cost $13.90 Unrealized +122.0%
Kapstone Paper and pckg 0.5%
Value ($000) $696 Shares 32,384 Est. Cost $15.83 Unrealized
Global Med REIT Inc 0.5%
Value ($000) $658 Shares 73,300 Est. Cost $9.59 Unrealized
AEE Ameren Corp 0.4%
Value ($000) $646 Shares 11,168 Est. Cost $23.38 Unrealized +94.2%
TXN Texas Instruments Inc 0.4%
Value ($000) $630 Shares 7,024 Est. Cost $62.15 Unrealized +4.9%
SO Southern Co 0.4%
Value ($000) $617 Shares 12,553 Est. Cost $27.06 Unrealized +26.8%
Cinemark Holdings Inc 0.4%
Value ($000) $616 Shares 17,000 Est. Cost $36.24 Unrealized
HTH Hilltop Holdings Inc 0.4%
Value ($000) $610 Shares 23,450 Est. Cost $27.61 Unrealized -9.0%
Oracle Corp 0.4%
Value ($000) $590 Shares 12,200 Est. Cost $48.36 Unrealized
CF CF Industries Holdings 0.4%
Value ($000) $573 Shares 16,296 Est. Cost $19.16 Unrealized +30.1%
Amern Eagle Outfitters 0.4%
Value ($000) $515 Shares 36,010 Est. Cost $15.02 Unrealized
UAL United Continental 0.3%
Value ($000) $504 Shares 8,275 Est. Cost $66.62 Unrealized 0.0%
SBUX Starbucks Corp 0.3%
Value ($000) $489 Shares 9,107 Est. Cost $46.21 Unrealized 0.0%
Controladora Vuela Cia DE Avia 0.3%
Value ($000) $462 Shares 38,950 Est. Cost $14.99 Unrealized
AAPL Apple Inc 0.3%
Value ($000) $458 Shares 2,976 Est. Cost $20.87 Unrealized +73.3%
Lgi Homes Inc 0.3%
Value ($000) $457 Shares 9,400 Est. Cost $33.89 Unrealized
D R Horton Inc 0.3%
Value ($000) $451 Shares 11,300 Est. Cost $27.45 Unrealized
Kinder Morgan Inc del 0.3%
Value ($000) $450 Shares 23,445 Est. Cost $27.42 Unrealized
GILD Gilead Sciences Inc 0.3%
Value ($000) $429 Shares 5,301 Est. Cost $53.19 Unrealized +5.2%
OC Owens Corning New 0.3%
Value ($000) $402 Shares 5,200 Est. Cost $49.80 Unrealized +40.4%
CyrusOne Inc 0.3%
Value ($000) $398 Shares 6,760 Est. Cost $58.88 Unrealized
HSBC HSBC Holdings PLC Sp ADR 0.3%
Value ($000) $390 Shares 7,900 Est. Cost $40.76 Unrealized
CLF Cleveland Cliffs Inc 0.3%
Value ($000) $361 Shares 50,550 Est. Cost $7.07 Unrealized 0.0%
Pioneer Natural Resources Co 0.2%
Value ($000) $354 Shares 2,400 Est. Cost $147.50 Unrealized
DIS Disney Walt Co Disney 0.2%
Value ($000) $341 Shares 3,460 Est. Cost $65.54 Unrealized +47.9%
CVX Chevron Corporation 0.2%
Value ($000) $338 Shares 2,873 Est. Cost $69.90 Unrealized +9.0%
CRK Comstock Resources Inc 0.2%
Value ($000) $336 Shares 55,302 Est. Cost $6.54 Unrealized -5.8%
HCP Inc 0.2%
Value ($000) $317 Shares 11,375 Est. Cost $30.19 Unrealized
AEP American Electric Power Inc 0.2%
Value ($000) $311 Shares 4,425 Est. Cost $31.19 Unrealized +70.0%
Hodges Inst 0.2%
Value ($000) $308 Shares 6,354 Est. Cost $38.62 Unrealized
VMC Vulcan Materials Co 0.2%
Value ($000) $305 Shares 2,550 Est. Cost $111.47 Unrealized 0.0%
KKR & Co LP Del Units 0.2%
Value ($000) $300 Shares 14,750 Est. Cost $13.53 Unrealized
Blackstone Group LP 0.2%
Value ($000) $281 Shares 8,430 Est. Cost $27.88 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 0.2%
Value ($000) $275 Shares 1 Est. Cost $199512.94 Unrealized +33.0%
RLJ Lodging Tr Cum Conv Pfd A 0.2%
Value ($000) $273 Shares 9,800 Est. Cost $27.86 Unrealized
Panhandle Oil & Gas Inc 0.2%
Value ($000) $270 Shares 11,353 Est. Cost $30.84 Unrealized
MCD McDonalds Corp 0.2%
Value ($000) $266 Shares 1,700 Est. Cost $117.92 Unrealized +9.1%
Celgene Corp 0.2%
Value ($000) $261 Shares 1,788 Est. Cost $97.45 Unrealized
Legacy TX Financial Group Inc 0.2%
Value ($000) $248 Shares 6,201 Est. Cost $23.44 Unrealized
BMY Bristol-Myers Squibb Co 0.2%
Value ($000) $243 Shares 3,814 Est. Cost $29.02 Unrealized +48.5%
PEP PepsiCo Incorporated 0.2%
Value ($000) $242 Shares 2,169 Est. Cost $74.69 Unrealized +19.7%
Fairmount Santrol Holdings Inc 0.2%
Value ($000) $225 Shares 47,000 Est. Cost $5.39 Unrealized
Triumph Bancorp Inc 0.2%
Value ($000) $221 Shares 6,850 Est. Cost $32.26 Unrealized
LMT Lockheed Martin Corp 0.2%
Value ($000) $219 Shares 705 Est. Cost $238.57 Unrealized 0.0%
Amplify Snack Brands inc 0.1%
Value ($000) $216 Shares 30,450 Est. Cost $11.05 Unrealized
LLY Lilly Eli & Co 0.1%
Value ($000) $213 Shares 2,492 Est. Cost $68.58 Unrealized +5.2%
DXYN Dixie Group Inc 0.1%
Value ($000) $212 Shares 52,850 Est. Cost $5.58 Unrealized -24.5%
Parsley Energy Inc Cl A 0.1%
Value ($000) $209 Shares 7,950 Est. Cost $32.49 Unrealized
CX Cemex SAB de CV Sp ADR 0.1%
Value ($000) $116 Shares 12,766 Est. Cost $8.03 Unrealized
Genworth Financial Inc Cl A 0.1%
Value ($000) $89 Shares 23,000 Est. Cost $3.87 Unrealized
Intrusion Inc 0.0%
Value ($000) $68 Shares 158,520 Est. Cost $0.72 Unrealized
AdCare Health Systems Inc 0.0%
Value ($000) $9 Shares 10,148 Est. Cost $4.82 Unrealized