First Dallas Securities Inc. Diversified Active

CIK: 0001378559 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Feb 7, 2018

Total Value ($000): $157,274 (100.0% shares, 0.0% debt)

Holdings (143)

HODGES FUND 11.6%
Value ($000) $18,232 Shares 367,878 Est. Cost $31.04 Unrealized
TEX PAC LAND TR SUB SH 9.0%
Value ($000) $14,081 Shares 31,528 Est. Cost $90.64 Unrealized
BA BOEING CO 3.5%
Value ($000) $5,490 Shares 18,617 Est. Cost $85.61 Unrealized +200.7%
HODGES BLUE CHIP EQTY 3.3%
Value ($000) $5,142 Shares 314,280 Est. Cost $14.36 Unrealized
IP INTERNATIONAL PAPER CO 2.8%
Value ($000) $4,417 Shares 76,233 Est. Cost $28.21 Unrealized +33.2%
LUV SOUTHWEST AIRLINES CO 2.7%
Value ($000) $4,297 Shares 65,647 Est. Cost $19.76 Unrealized +168.9%
RHP RYMAN HOSPITALITY PPTYS 2.7%
Value ($000) $4,242 Shares 61,458 Est. Cost $69.02 Unrealized
JNJ JOHNSON & JOHNSON 2.6%
Value ($000) $4,090 Shares 29,273 Est. Cost $59.66 Unrealized +86.0%
BAC BANK OF AMERICA CORP 2.3%
Value ($000) $3,608 Shares 122,227 Est. Cost $17.11 Unrealized +33.1%
T AT & T INC 2.0%
Value ($000) $3,071 Shares 78,990 Est. Cost $15.25 Unrealized 0.0%
GEO GEO GRP INC 1.8%
Value ($000) $2,818 Shares 119,419 Est. Cost $17.95 Unrealized 0.0%
XOM EXXON MOBIL CORP 1.7%
Value ($000) $2,746 Shares 32,827 Est. Cost $57.12 Unrealized 0.0%
XEL XCEL ENERGY INC 1.7%
Value ($000) $2,682 Shares 55,757 Est. Cost $38.57 Unrealized 0.0%
ENLINK MIDSTREAM LLC 1.7%
Value ($000) $2,612 Shares 148,435 Est. Cost $17.60 Unrealized
ABBV ABBVIE INC 1.7%
Value ($000) $2,596 Shares 26,842 Est. Cost $66.89 Unrealized 0.0%
EXP EAGLE MATERIALS INC 1.6%
Value ($000) $2,569 Shares 22,675 Est. Cost $104.03 Unrealized 0.0%
AAL AMERICAN AIRLINES GROUP 1.6%
Value ($000) $2,456 Shares 47,198 Est. Cost $48.51 Unrealized 0.0%
HODGES PURE 1.5%
Value ($000) $2,328 Shares 187,113 Est. Cost $14.08 Unrealized
ATO ATMOS ENERGY CORP 1.3%
Value ($000) $2,076 Shares 24,171 Est. Cost $31.05 Unrealized +133.1%
CSCO CISCO SYSTEMS INC 1.3%
Value ($000) $1,981 Shares 51,733 Est. Cost $27.97 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 1.2%
Value ($000) $1,895 Shares 99,921 Est. Cost $13.68 Unrealized 0.0%
DAL DELTA AIR LINES INC NEW 1.2%
Value ($000) $1,864 Shares 33,281 Est. Cost $38.11 Unrealized +25.4%
GM GENERAL MOTORS CO 1.2%
Value ($000) $1,838 Shares 44,846 Est. Cost $37.86 Unrealized 0.0%
ENCORE WIRE CORP 1.2%
Value ($000) $1,812 Shares 37,252 Est. Cost $43.51 Unrealized
HODGES SMALL-MID CAP 1.1%
Value ($000) $1,783 Shares 134,093 Est. Cost $13.30 Unrealized
HP HELMERICH & PAYNE INC 1.1%
Value ($000) $1,731 Shares 26,785 Est. Cost $72.65 Unrealized -22.8%
WMT WAL-MART STORES INC 1.1%
Value ($000) $1,687 Shares 17,080 Est. Cost $24.42 Unrealized +9.8%
VZ VERIZON COMMUNICATIONS 1.0%
Value ($000) $1,615 Shares 30,521 Est. Cost $31.96 Unrealized 0.0%
FDX FEDEX CORPORATION 1.0%
Value ($000) $1,580 Shares 6,332 Est. Cost $199.05 Unrealized 0.0%
UNITED STATES STEEL CORP 0.9%
Value ($000) $1,491 Shares 42,363 Est. Cost $22.14 Unrealized
DUK DUKE ENERGY CORP 0.9%
Value ($000) $1,457 Shares 17,319 Est. Cost $62.65 Unrealized 0.0%
PG PROCTER & GAMBLE CO 0.9%
Value ($000) $1,338 Shares 14,562 Est. Cost $56.69 Unrealized +28.2%
DOWDUPONT INC 0.8%
Value ($000) $1,212 Shares 17,015 Est. Cost $71.23 Unrealized
NCLH NORWEGIAN CRUISE LINE 0.8%
Value ($000) $1,209 Shares 22,700 Est. Cost $55.35 Unrealized 0.0%
HODGES SM CAP FD 0.7%
Value ($000) $1,168 Shares 60,291 Est. Cost $2.58 Unrealized
HD HOME DEPOT INC 0.7%
Value ($000) $1,141 Shares 6,021 Est. Cost $69.81 Unrealized +102.9%
PENNEY J C CO INC 0.7%
Value ($000) $1,059 Shares 335,250 Est. Cost $6.83 Unrealized
VST VISTRA ENERGY CORP 0.6%
Value ($000) $997 Shares 54,400 Est. Cost $16.03 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $976 Shares 9,129 Est. Cost $81.33 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $941 Shares 5,055 Est. Cost $154.45 Unrealized 0.0%
MYLAN NV 0.6%
Value ($000) $934 Shares 22,075 Est. Cost $42.31 Unrealized
WHR WHIRLPOOL CORP 0.6%
Value ($000) $928 Shares 5,500 Est. Cost $169.40 Unrealized +0.0%
MTDR MATADOR RESOURCES CO 0.6%
Value ($000) $915 Shares 29,385 Est. Cost $24.26 Unrealized +13.1%
HON HONEYWELL INTERNATIONAL 0.6%
Value ($000) $912 Shares 5,950 Est. Cost $68.86 Unrealized +64.6%
OKE ONEOK INC NEW 0.6%
Value ($000) $901 Shares 16,850 Est. Cost $31.09 Unrealized +3.2%
CAT CATERPILLAR INC 0.6%
Value ($000) $897 Shares 5,690 Est. Cost $84.05 Unrealized +38.4%
AMAT APPLIED MATERIALS INC 0.5%
Value ($000) $856 Shares 16,750 Est. Cost $49.42 Unrealized 0.0%
US CONCRETE INC NEW 0.5%
Value ($000) $824 Shares 9,850 Est. Cost $83.65 Unrealized
C CITIGROUP INC NEW 0.5%
Value ($000) $816 Shares 10,968 Est. Cost $44.04 Unrealized +28.2%
META FACEBOOK INC 0.5%
Value ($000) $759 Shares 4,300 Est. Cost $175.52 Unrealized 0.0%
HAL HALLIBURTON COMPANY 0.5%
Value ($000) $744 Shares 15,226 Est. Cost $34.86 Unrealized +7.4%
MU MICRON TECHNOLOGY INC 0.5%
Value ($000) $719 Shares 17,475 Est. Cost $13.90 Unrealized +202.5%
UAL UNITED CONTINENTAL 0.5%
Value ($000) $719 Shares 10,675 Est. Cost $65.65 Unrealized -5.1%
CCS CENTURY COMMUNITIES INC 0.4%
Value ($000) $705 Shares 22,675 Est. Cost $26.76 Unrealized 0.0%
GENERAL ELECTRIC COMPANY 0.4%
Value ($000) $699 Shares 40,058 Est. Cost $23.30 Unrealized
TSM TAIWAN SEMICONDUCTOR 0.4%
Value ($000) $685 Shares 17,281 Est. Cost $31.20 Unrealized
TRN TRINITY INDUSTRIES INC 0.4%
Value ($000) $683 Shares 18,224 Est. Cost $15.58 Unrealized +20.4%
TXN TEXAS INSTRUMENTS INC 0.4%
Value ($000) $660 Shares 6,324 Est. Cost $62.15 Unrealized +24.9%
MRK MERCK & CO INC NEW 0.4%
Value ($000) $649 Shares 11,532 Est. Cost $43.00 Unrealized 0.0%
AEE AMEREN CORP 0.4%
Value ($000) $647 Shares 10,972 Est. Cost $23.38 Unrealized +107.9%
CNK CINEMARK HOLDINGS INC 0.4%
Value ($000) $609 Shares 17,500 Est. Cost $32.00 Unrealized 0.0%
SO SOUTHERN COMPANY 0.4%
Value ($000) $604 Shares 12,553 Est. Cost $27.06 Unrealized +34.7%
KAPSTONE PAPER AND PCKG 0.4%
Value ($000) $601 Shares 26,502 Est. Cost $22.68 Unrealized
CF CF INDUSTRIES HOLDINGS 0.4%
Value ($000) $587 Shares 13,808 Est. Cost $19.16 Unrealized +60.4%
CVS CVS HEALTH 0.4%
Value ($000) $562 Shares 7,758 Est. Cost $56.24 Unrealized 0.0%
HTH HILLTOP HOLDINGS INC 0.4%
Value ($000) $561 Shares 22,150 Est. Cost $27.61 Unrealized -11.2%
BP BP PLC SPONS ADR 0.4%
Value ($000) $557 Shares 13,252 Est. Cost $42.03 Unrealized
AEO AMERN EAGLE OUTFITTERS 0.3%
Value ($000) $540 Shares 28,700 Est. Cost $12.19 Unrealized 0.0%
AAPL APPLE INC 0.3%
Value ($000) $538 Shares 3,179 Est. Cost $22.03 Unrealized +77.4%
SBUX STARBUCKS CORP 0.3%
Value ($000) $523 Shares 9,109 Est. Cost $46.21 Unrealized +2.6%
BRK/B BERKSHIRE HATHAWAY INC 0.3%
Value ($000) $501 Shares 1,028 Est. Cost $189.88 Unrealized 0.0%
OC OWENS CORNING INC 0.3%
Value ($000) $478 Shares 5,200 Est. Cost $49.80 Unrealized +69.2%
CYRUSONE INC 0.3%
Value ($000) $453 Shares 7,610 Est. Cost $59.53 Unrealized
CRK COMSTOCK RES INC 0.3%
Value ($000) $448 Shares 52,909 Est. Cost $6.54 Unrealized -13.9%
AVEXIS INC 0.3%
Value ($000) $427 Shares 3,854 Est. Cost $110.79 Unrealized
CVX CHEVRON CORPORATION 0.2%
Value ($000) $385 Shares 3,073 Est. Cost $70.79 Unrealized +18.0%
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $366 Shares 20,240 Est. Cost $11.40 Unrealized 0.0%
KKR & CO L P DEL 0.2%
Value ($000) $353 Shares 16,750 Est. Cost $21.07 Unrealized
GLOBAL MEDICAL REIT 0.2%
Value ($000) $351 Shares 42,800 Est. Cost $8.20 Unrealized
PROFESSIONALLY MANAGED 0.2%
Value ($000) $345 Shares 6,827 Est. Cost $39.44 Unrealized
HSBC HSBC HOLDINGS PLC-SPON 0.2%
Value ($000) $330 Shares 6,400 Est. Cost $40.76 Unrealized
VMC VULCAN MATERIALS COMPANY 0.2%
Value ($000) $327 Shares 2,550 Est. Cost $111.47 Unrealized +2.0%
AEP AMERICAN ELECTRIC POWER 0.2%
Value ($000) $326 Shares 4,425 Est. Cost $31.19 Unrealized +79.7%
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $317 Shares 5,228 Est. Cost $39.03 Unrealized +15.5%
BLACKSTONE GROUP LP 0.2%
Value ($000) $302 Shares 9,438 Est. Cost $32.00 Unrealized
DIS DISNEY WALT COMPANY 0.2%
Value ($000) $302 Shares 2,810 Est. Cost $65.54 Unrealized +48.4%
MCD MCDONALDS CORP 0.2%
Value ($000) $293 Shares 1,700 Est. Cost $117.92 Unrealized +17.6%
CONTROLADORA VUELA ADR 0.2%
Value ($000) $292 Shares 36,450 Est. Cost $14.99 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $290 Shares 4,042 Est. Cost $53.19 Unrealized +5.1%
CELGENE CORP 0.2%
Value ($000) $278 Shares 2,663 Est. Cost $99.73 Unrealized
RLJ LODGING TR PFD 0.2%
Value ($000) $265 Shares 9,800 Est. Cost $27.04 Unrealized
LEGACY TEXAS FINANCIAL 0.2%
Value ($000) $262 Shares 6,206 Est. Cost $42.22 Unrealized
PEP PEPSICO INCORPORATED 0.2%
Value ($000) $248 Shares 2,069 Est. Cost $74.69 Unrealized +19.1%
PARSLEY ENERGY INC 0.2%
Value ($000) $243 Shares 8,250 Est. Cost $32.38 Unrealized
BMY BRISTOL MYERS SQUIBB 0.1%
Value ($000) $234 Shares 3,814 Est. Cost $29.02 Unrealized +60.1%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $226 Shares 705 Est. Cost $238.57 Unrealized +6.3%
CLF CLEVELAND-CLIFFS INC NEW 0.1%
Value ($000) $224 Shares 31,050 Est. Cost $7.07 Unrealized -10.9%
PANHANDLE OIL & GAS INC 0.1%
Value ($000) $219 Shares 10,653 Est. Cost $30.84 Unrealized
PYPL PAYPAL HOLDINGS INC 0.1%
Value ($000) $217 Shares 2,950 Est. Cost $72.14 Unrealized 0.0%
TFIN TRIUMPH BANCORP INC 0.1%
Value ($000) $216 Shares 6,850 Est. Cost $31.59 Unrealized 0.0%
ORCL ORACLE CORPORATION 0.1%
Value ($000) $210 Shares 4,450 Est. Cost $43.49 Unrealized 0.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $206 Shares 3,748 Est. Cost $39.65 Unrealized 0.0%
JBLU JETBLUE AIRWAYS CORP 0.1%
Value ($000) $201 Shares 9,000 Est. Cost $20.43 Unrealized 0.0%
FAIRMOUNT SANTROL 0.1%
Value ($000) $201 Shares 38,500 Est. Cost $5.22 Unrealized
HCP INC 0.1%
Value ($000) $194 Shares 7,425 Est. Cost $26.13 Unrealized
ET ENERGY TRANSFER EQUITY 0.1%
Value ($000) $190 Shares 11,000 Est. Cost $17.27 Unrealized
DXYN DIXIE GROUP INC 0.1%
Value ($000) $171 Shares 44,450 Est. Cost $5.58 Unrealized -30.1%
LLY ELI LILLY & CO 0.1%
Value ($000) $168 Shares 1,993 Est. Cost $68.58 Unrealized +9.8%
INTRUSION INC (NEW) 0.1%
Value ($000) $162 Shares 129,664 Est. Cost $1.25 Unrealized
AMPLIFY SNACK BRANDS INC 0.1%
Value ($000) $159 Shares 13,200 Est. Cost $12.05 Unrealized
KO COCA-COLA COMPANY 0.1%
Value ($000) $155 Shares 3,372 Est. Cost $35.63 Unrealized 0.0%
MLM MARTIN MARIETTA 0.1%
Value ($000) $155 Shares 700 Est. Cost $197.06 Unrealized 0.0%
HE HAWAIIAN ELEC INDS INC 0.1%
Value ($000) $152 Shares 4,200 Est. Cost $36.20 Unrealized 0.0%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $148 Shares 1,160 Est. Cost $127.59 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $144 Shares 3,120 Est. Cost $36.55 Unrealized 0.0%
EPD ENTERPRISE PRODUCTS 0.1%
Value ($000) $143 Shares 5,400 Est. Cost $26.48 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $143 Shares 1,415 Est. Cost $69.29 Unrealized 0.0%
GLAXOSMITHKLINE PLC ADR 0.1%
Value ($000) $142 Shares 4,015 Est. Cost $35.37 Unrealized
AXP AMERICAN EXPRESS COMPANY 0.1%
Value ($000) $139 Shares 1,402 Est. Cost $85.24 Unrealized 0.0%
WTTR SELECT ENERGY SERVICES 0.1%
Value ($000) $136 Shares 7,450 Est. Cost $18.26 Unrealized
NOBLE MIDSTREAM PARTNERS 0.1%
Value ($000) $135 Shares 2,700 Est. Cost $50.00 Unrealized
MSB MESABI TRUST 0.1%
Value ($000) $133 Shares 5,292 Est. Cost $25.13 Unrealized
BIOTELEMETRY INC 0.1%
Value ($000) $133 Shares 4,450 Est. Cost $29.89 Unrealized
GLD SPDR GOLD TRUST ETF 0.1%
Value ($000) $133 Shares 1,074 Est. Cost $123.84 Unrealized
URI UNITED RENTALS INC 0.1%
Value ($000) $129 Shares 750 Est. Cost $147.40 Unrealized 0.0%
NKE NIKE INC CLASS B 0.1%
Value ($000) $128 Shares 2,050 Est. Cost $51.78 Unrealized 0.0%
LAZARD LTD 0.1%
Value ($000) $127 Shares 2,425 Est. Cost $52.37 Unrealized
NUVBX NUVEEN MUN TRUST 0.1%
Value ($000) $126 Shares 13,637 Est. Cost $9.24 Unrealized
SBSI SOUTHSIDE BANCSHARES 0.1%
Value ($000) $126 Shares 3,736 Est. Cost $35.38 Unrealized 0.0%
V VISA INC CLASS A 0.1%
Value ($000) $125 Shares 1,100 Est. Cost $104.38 Unrealized 0.0%
MTUS TIMKENSTEEL CORP 0.1%
Value ($000) $125 Shares 8,250 Est. Cost $15.20 Unrealized 0.0%
MSFT MICROSOFT CORP 0.1%
Value ($000) $123 Shares 1,440 Est. Cost $75.26 Unrealized 0.0%
MS MORGAN STANLEY & CO 0.1%
Value ($000) $121 Shares 2,300 Est. Cost $39.73 Unrealized 0.0%
DHI D R HORTON INC 0.1%
Value ($000) $120 Shares 2,350 Est. Cost $42.59 Unrealized 0.0%
TSEM TOWER SEMICONDUCTOR LTD 0.1%
Value ($000) $119 Shares 3,500 Est. Cost $33.17 Unrealized 0.0%
PFE PFIZER INCORPORATED 0.1%
Value ($000) $118 Shares 3,260 Est. Cost $23.80 Unrealized 0.0%
MET METLIFE INC 0.1%
Value ($000) $111 Shares 2,200 Est. Cost $39.89 Unrealized 0.0%
GE CAP CORP PFD 0.1%
Value ($000) $110 Shares 4,400 Est. Cost $25.00 Unrealized
ENLINK MIDSTREAM 0.1%
Value ($000) $109 Shares 7,106 Est. Cost $15.34 Unrealized
TPR TAPESTRY INC 0.1%
Value ($000) $108 Shares 2,450 Est. Cost $32.95 Unrealized 0.0%
CX CEMEX SAB DE C.V. ADR 0.1%
Value ($000) $107 Shares 14,290 Est. Cost $7.97 Unrealized
MPT MEDICAL PROPERTIES TRUST 0.1%
Value ($000) $106 Shares 7,709 Est. Cost $13.75 Unrealized
CAPSTEAD MORTGAGE7 PFD 0.1%
Value ($000) $103 Shares 4,050 Est. Cost $25.43 Unrealized