First Dallas Securities Inc. Diversified Active

CIK: 0001378559 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 4, 2018

Total Value ($000): $153,135 (100.0% shares, 0.0% debt)

Holdings (108)

Hodges Fund 12.3%
Value ($000) $18,847 Shares 388,944 Est. Cost $31.98 Unrealized
Texas Pac Ld Tr Sub Ctf Prop I 9.8%
Value ($000) $15,001 Shares 31,236 Est. Cost $90.64 Unrealized
HODGES BLUE CHIP EQTY 4.0%
Value ($000) $6,092 Shares 383,299 Est. Cost $14.64 Unrealized
BA Boeing Co 3.8%
Value ($000) $5,838 Shares 17,805 Est. Cost $85.61 Unrealized +277.2%
IP International Paper Co 3.6%
Value ($000) $5,567 Shares 103,831 Est. Cost $31.14 Unrealized +25.9%
Ryman Hospitality Properties I 2.8%
Value ($000) $4,349 Shares 56,332 Est. Cost $77.20 Unrealized
JNJ Johnson & Johnson 2.4%
Value ($000) $3,599 Shares 28,235 Est. Cost $59.66 Unrealized +81.6%
LUV Southwest Airlines Co 2.3%
Value ($000) $3,598 Shares 62,868 Est. Cost $19.76 Unrealized +175.1%
BAC Bank America Corp 2.3%
Value ($000) $3,570 Shares 119,038 Est. Cost $17.11 Unrealized +52.3%
GEO Group Inc 2.0%
Value ($000) $3,070 Shares 149,970 Est. Cost $20.47 Unrealized
AT&T Inc 1.8%
Value ($000) $2,767 Shares 77,629 Est. Cost $35.64 Unrealized
Exxon Mobil Corp 1.6%
Value ($000) $2,521 Shares 33,784 Est. Cost $74.62 Unrealized
AbbVie Inc 1.6%
Value ($000) $2,518 Shares 26,613 Est. Cost $94.62 Unrealized
HODGES SMALL-MID CAP 1.6%
Value ($000) $2,437 Shares 183,833 Est. Cost $13.26 Unrealized
HODGES PURE 1.6%
Value ($000) $2,400 Shares 209,616 Est. Cost $13.80 Unrealized
Xcel Energy Inc 1.6%
Value ($000) $2,398 Shares 52,713 Est. Cost $45.49 Unrealized
Eagle Materials Inc 1.5%
Value ($000) $2,316 Shares 22,475 Est. Cost $103.05 Unrealized
Hodges Small Cap Fund 1.5%
Value ($000) $2,274 Shares 88,978 Est. Cost $9.99 Unrealized
American Airlines Group Inc 1.4%
Value ($000) $2,211 Shares 42,551 Est. Cost $51.96 Unrealized
CMC Commercial Metals Co 1.4%
Value ($000) $2,114 Shares 103,300 Est. Cost $20.99 Unrealized 0.0%
ATO Atmos Energy Corp 1.3%
Value ($000) $2,027 Shares 24,070 Est. Cost $31.05 Unrealized +117.1%
Cisco Systems Inc 1.3%
Value ($000) $2,020 Shares 47,077 Est. Cost $42.91 Unrealized
DAL Delta Air Lines Inc 1.2%
Value ($000) $1,877 Shares 34,234 Est. Cost $38.46 Unrealized +31.9%
Encore Wire Corp 1.2%
Value ($000) $1,856 Shares 32,728 Est. Cost $43.51 Unrealized
Enlink Midstream LLC Unit Rep 1.2%
Value ($000) $1,843 Shares 125,792 Est. Cost $14.65 Unrealized
HP Helmerich & Payne Inc 1.1%
Value ($000) $1,703 Shares 25,592 Est. Cost $72.65 Unrealized -7.2%
Verizon Communications Inc 1.1%
Value ($000) $1,687 Shares 35,203 Est. Cost $47.92 Unrealized
WMT Wal-Mart Stores Inc 1.1%
Value ($000) $1,662 Shares 18,681 Est. Cost $24.76 Unrealized +14.5%
General Motors Co 1.1%
Value ($000) $1,640 Shares 45,125 Est. Cost $36.34 Unrealized
FedEx Corp 1.0%
Value ($000) $1,526 Shares 6,357 Est. Cost $240.05 Unrealized
OKE Oneok Inc 1.0%
Value ($000) $1,456 Shares 25,650 Est. Cost $32.43 Unrealized +7.9%
Duke Energy Corp 0.9%
Value ($000) $1,407 Shares 18,162 Est. Cost $77.47 Unrealized
Freeport-McMoran Inc Cl B 0.9%
Value ($000) $1,401 Shares 79,721 Est. Cost $17.57 Unrealized
HD Home Depot Inc 0.9%
Value ($000) $1,317 Shares 27,468 Est. Cost $136.11 Unrealized +13.7%
Norwegian Cruise Line Holdings 0.8%
Value ($000) $1,179 Shares 22,250 Est. Cost $52.99 Unrealized
AMAT Applied Materials Inc 0.8%
Value ($000) $1,157 Shares 20,801 Est. Cost $49.70 Unrealized +2.4%
Vistra Energy Corp 0.7%
Value ($000) $1,133 Shares 54,400 Est. Cost $20.83 Unrealized
WHR Whirlpool Corp 0.7%
Value ($000) $1,065 Shares 6,955 Est. Cost $168.91 Unrealized -1.1%
JPMorgan Chase & Co 0.7%
Value ($000) $1,051 Shares 9,443 Est. Cost $111.30 Unrealized
Dowdupont Inc 0.7%
Value ($000) $1,043 Shares 16,365 Est. Cost $63.73 Unrealized
PG Procter And Gamble Co 0.7%
Value ($000) $1,023 Shares 12,948 Est. Cost $56.69 Unrealized +19.7%
United States Steel Corp 0.6%
Value ($000) $970 Shares 27,565 Est. Cost $22.14 Unrealized
MU Micron Technology Inc 0.6%
Value ($000) $913 Shares 17,650 Est. Cost $14.22 Unrealized +228.4%
CAT Caterpillar Inc 0.5%
Value ($000) $809 Shares 5,490 Est. Cost $84.05 Unrealized +58.3%
C Citigroup Inc 0.5%
Value ($000) $764 Shares 11,319 Est. Cost $44.47 Unrealized +29.6%
Facebook Inc Cl A 0.5%
Value ($000) $761 Shares 4,760 Est. Cost $159.87 Unrealized
HON Honeywell Intl Inc 0.5%
Value ($000) $715 Shares 4,950 Est. Cost $68.86 Unrealized +70.6%
Costco Wholesale Corp 0.5%
Value ($000) $703 Shares 3,730 Est. Cost $188.47 Unrealized
HAL Halliburton Co 0.5%
Value ($000) $696 Shares 14,828 Est. Cost $34.86 Unrealized +20.7%
Spirit Airlines Inc 0.5%
Value ($000) $693 Shares 18,350 Est. Cost $37.77 Unrealized
CCS Century Communities Inc 0.4%
Value ($000) $687 Shares 22,925 Est. Cost $26.79 Unrealized +11.1%
MTDR Matador Resources Co 0.4%
Value ($000) $681 Shares 23,025 Est. Cost $24.26 Unrealized +25.1%
Mylan NV Euro 0.4%
Value ($000) $678 Shares 16,425 Est. Cost $41.28 Unrealized
Penney J C Inc 0.4%
Value ($000) $670 Shares 221,767 Est. Cost $6.83 Unrealized
SO Southern Co 0.4%
Value ($000) $650 Shares 14,554 Est. Cost $27.76 Unrealized +15.8%
TM Toyota Motor Corp Sp ADR 2 0.4%
Value ($000) $639 Shares 4,900 Est. Cost $130.41 Unrealized
CLF Cleveland Cliffs Inc 0.4%
Value ($000) $624 Shares 89,800 Est. Cost $7.09 Unrealized +0.2%
AEE Ameren Corp 0.4%
Value ($000) $616 Shares 10,875 Est. Cost $23.38 Unrealized +88.7%
UAL United Continental Holdings In 0.4%
Value ($000) $584 Shares 8,865 Est. Cost $65.65 Unrealized +5.2%
American Eagle Outfitters New 0.4%
Value ($000) $576 Shares 28,900 Est. Cost $19.93 Unrealized
Cinemark Holdings Inc 0.4%
Value ($000) $569 Shares 15,100 Est. Cost $37.68 Unrealized
US Concrete Inc 0.4%
Value ($000) $559 Shares 9,250 Est. Cost $60.43 Unrealized
TXN Texas Instruments Inc 0.4%
Value ($000) $553 Shares 5,324 Est. Cost $62.15 Unrealized +39.7%
AAPL Apple Inc 0.3%
Value ($000) $527 Shares 3,141 Est. Cost $22.03 Unrealized +83.5%
SBUX Starbucks Corp 0.3%
Value ($000) $525 Shares 9,061 Est. Cost $46.21 Unrealized +5.4%
HTH Hilltop Holdings Inc 0.3%
Value ($000) $520 Shares 22,150 Est. Cost $27.61 Unrealized -8.2%
BP BP PLC Sp ADR 0.3%
Value ($000) $497 Shares 12,260 Est. Cost $42.03 Unrealized
INTC Intel Corp 0.3%
Value ($000) $463 Shares 8,895 Est. Cost $38.83 Unrealized +3.2%
Merck & Co Inc 0.3%
Value ($000) $459 Shares 8,610 Est. Cost $53.31 Unrealized
CF CF Industries Holdings Inc 0.3%
Value ($000) $420 Shares 11,109 Est. Cost $19.16 Unrealized +74.3%
CyrusOne Inc 0.3%
Value ($000) $403 Shares 7,860 Est. Cost $51.27 Unrealized
OC Owens Corning New 0.2%
Value ($000) $378 Shares 4,700 Est. Cost $49.80 Unrealized +75.0%
AVEXIS INC 0.2%
Value ($000) $365 Shares 2,954 Est. Cost $110.79 Unrealized
CVX Chevron Corp 0.2%
Value ($000) $342 Shares 2,995 Est. Cost $70.79 Unrealized +20.1%
Hodges Inst 0.2%
Value ($000) $337 Shares 6,827 Est. Cost $39.44 Unrealized
CRK Comstock Resources Inc 0.2%
Value ($000) $327 Shares 44,806 Est. Cost $6.54 Unrealized +17.0%
CVS CVS Health Corp 0.2%
Value ($000) $318 Shares 5,108 Est. Cost $56.24 Unrealized -0.7%
TRN Trinity Industries Inc 0.2%
Value ($000) $310 Shares 9,533 Est. Cost $15.58 Unrealized +19.3%
Blackstone Group LP 0.2%
Value ($000) $307 Shares 9,601 Est. Cost $31.98 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 0.2%
Value ($000) $299 Shares 1 Est. Cost $308211.47 Unrealized 0.0%
General Electric Co 0.2%
Value ($000) $293 Shares 21,766 Est. Cost $23.30 Unrealized
Global Med REIT Inc 0.2%
Value ($000) $290 Shares 41,750 Est. Cost $6.95 Unrealized
WFC Wells Fargo & Co 0.2%
Value ($000) $288 Shares 5,583 Est. Cost $39.58 Unrealized +20.6%
AEP American Electric Power Inc 0.2%
Value ($000) $286 Shares 4,175 Est. Cost $31.19 Unrealized +63.4%
GILD Gilead Sciences Inc 0.2%
Value ($000) $280 Shares 3,717 Est. Cost $53.19 Unrealized +10.8%
HSBC HSBC Holdings PLC Sp ADR 0.2%
Value ($000) $272 Shares 5,700 Est. Cost $40.76 Unrealized
TSM Taiwan Semiconductor Mfg Ltd S 0.2%
Value ($000) $270 Shares 6,173 Est. Cost $31.20 Unrealized
Legacy TX Financial Group Inc 0.2%
Value ($000) $266 Shares 6,210 Est. Cost $42.83 Unrealized
DIS Disney Walt Co Disney 0.2%
Value ($000) $257 Shares 2,560 Est. Cost $65.54 Unrealized +54.0%
Triumph Bancorp Inc 0.2%
Value ($000) $253 Shares 6,150 Est. Cost $41.14 Unrealized
RLJ Lodging Tr Cum Conv Pfd A 0.2%
Value ($000) $248 Shares 9,800 Est. Cost $25.31 Unrealized
Paypal Holdings Inc 0.2%
Value ($000) $243 Shares 3,200 Est. Cost $75.94 Unrealized
Intrusion Inc 0.2%
Value ($000) $242 Shares 109,054 Est. Cost $2.22 Unrealized
BMY Bristol-Myers Squibb Co 0.2%
Value ($000) $241 Shares 3,814 Est. Cost $29.02 Unrealized +65.7%
LMT Lockheed Martin Corp 0.2%
Value ($000) $238 Shares 705 Est. Cost $238.57 Unrealized +15.5%
Integrated Device Technology 0.2%
Value ($000) $238 Shares 7,800 Est. Cost $30.51 Unrealized
Celgene Corp 0.2%
Value ($000) $238 Shares 2,663 Est. Cost $99.73 Unrealized
VMC Vulcan Materials Co 0.2%
Value ($000) $234 Shares 2,050 Est. Cost $111.47 Unrealized +5.4%
KKR & Co LP Del Units 0.1%
Value ($000) $228 Shares 11,250 Est. Cost $20.27 Unrealized
PEP PepsiCo Inc 0.1%
Value ($000) $226 Shares 2,069 Est. Cost $74.69 Unrealized +19.5%
Controladora Vuela Cia DE Avia 0.1%
Value ($000) $224 Shares 27,500 Est. Cost $14.99 Unrealized
Kinder Morgan Inc 0.1%
Value ($000) $224 Shares 12,990 Est. Cost $17.24 Unrealized
ConocoPhillips 0.1%
Value ($000) $222 Shares 3,748 Est. Cost $59.23 Unrealized
Parsley Energy Inc Cl A 0.1%
Value ($000) $215 Shares 7,400 Est. Cost $32.38 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 0.1%
Value ($000) $205 Shares 1,027 Est. Cost $189.88 Unrealized +8.1%
Energy Transfer Equity LP 0.1%
Value ($000) $181 Shares 12,750 Est. Cost $14.20 Unrealized
Fairmount Santrol Holdings Inc 0.1%
Value ($000) $151 Shares 35,500 Est. Cost $4.25 Unrealized
DXYN Dixie Group Inc Cl A 0.1%
Value ($000) $115 Shares 41,950 Est. Cost $5.58 Unrealized -41.8%