First Dallas Securities Inc. Diversified Active

CIK: 0001378559 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 12, 2022

Total Value ($000): $177,025 (100.0% shares, 0.0% debt)

Holdings (121)

AAPL APPLE INC 10.0%
Value ($000) $17,686 Shares 101,290 Est. Cost $155.74 Unrealized +5.8%
TPL TEXAS PACIFIC LAND CORPORATI 9.0%
Value ($000) $15,963 Shares 11,806 Est. Cost $164.19 Unrealized -23.8%
MSFT MICROSOFT CORP 2.9%
Value ($000) $5,051 Shares 16,382 Est. Cost $209.36 Unrealized +39.2%
OKE ONEOK INC NEW 2.8%
Value ($000) $4,931 Shares 69,809 Est. Cost $30.48 Unrealized +70.7%
ABBV ABBVIE INC 2.7%
Value ($000) $4,799 Shares 29,604 Est. Cost $62.45 Unrealized +102.4%
XOM EXXON MOBIL CORP 2.7%
Value ($000) $4,728 Shares 57,252 Est. Cost $46.05 Unrealized +47.4%
GM GENERAL MTRS CO 2.6%
Value ($000) $4,555 Shares 104,135 Est. Cost $51.27 Unrealized -6.0%
CMC COMMERCIAL METALS CO 2.4%
Value ($000) $4,179 Shares 100,417 Est. Cost $17.97 Unrealized +98.1%
CLF CLEVELAND-CLIFFS INC NEW 2.2%
Value ($000) $3,905 Shares 121,250 Est. Cost $8.18 Unrealized +178.7%
NVDA NVIDIA CORPORATION 2.1%
Value ($000) $3,779 Shares 13,851 Est. Cost $22.25 Unrealized +12.5%
QCOM QUALCOMM INC 1.9%
Value ($000) $3,391 Shares 22,189 Est. Cost $125.04 Unrealized +22.8%
BAC BK OF AMERICA CORP 1.9%
Value ($000) $3,334 Shares 80,889 Est. Cost $22.74 Unrealized +79.5%
JNJ JOHNSON & JOHNSON 1.9%
Value ($000) $3,325 Shares 18,759 Est. Cost $69.86 Unrealized +117.3%
HD HOME DEPOT INC 1.8%
Value ($000) $3,265 Shares 10,908 Est. Cost $211.87 Unrealized +48.2%
ENLINK MIDSTREAM LLC 1.8%
Value ($000) $3,188 Shares 330,333 Est. Cost $9.19 Unrealized
XEL XCEL ENERGY INC 1.7%
Value ($000) $3,009 Shares 41,687 Est. Cost $47.83 Unrealized +26.2%
FDX FEDEX CORP 1.6%
Value ($000) $2,915 Shares 12,597 Est. Cost $197.72 Unrealized +9.3%
VZ VERIZON COMMUNICATIONS INC 1.5%
Value ($000) $2,591 Shares 50,863 Est. Cost $40.37 Unrealized +2.8%
PFE PFIZER INC 1.5%
Value ($000) $2,581 Shares 49,854 Est. Cost $36.34 Unrealized +16.9%
ETD ETHAN ALLEN INTERIORS INC 1.4%
Value ($000) $2,457 Shares 94,253 Est. Cost $17.59 Unrealized +11.7%
META META PLATFORMS INC 1.4%
Value ($000) $2,390 Shares 10,748 Est. Cost $254.32 Unrealized -2.4%
BA BOEING CO 1.3%
Value ($000) $2,276 Shares 11,885 Est. Cost $119.92 Unrealized +67.4%
ENCORE WIRE CORP 1.3%
Value ($000) $2,224 Shares 19,500 Est. Cost $104.58 Unrealized
CVS CVS HEALTH CORP 1.1%
Value ($000) $1,998 Shares 19,746 Est. Cost $52.96 Unrealized +73.7%
TFIN TRIUMPH BANCORP INC 1.1%
Value ($000) $1,992 Shares 21,182 Est. Cost $82.01 Unrealized +20.0%
CMA COMERICA INC 1.1%
Value ($000) $1,954 Shares 21,613 Est. Cost $59.10 Unrealized +31.8%
LUV SOUTHWEST AIRLS CO 1.0%
Value ($000) $1,743 Shares 38,055 Est. Cost $23.51 Unrealized +74.0%
UPS UNITED PARCEL SERVICE INC 1.0%
Value ($000) $1,721 Shares 8,027 Est. Cost $127.54 Unrealized +38.9%
CAT CATERPILLAR INC 0.9%
Value ($000) $1,661 Shares 7,455 Est. Cost $122.27 Unrealized +59.8%
FCX FREEPORT-MCMORAN INC 0.9%
Value ($000) $1,658 Shares 33,334 Est. Cost $36.70 Unrealized +14.0%
DUK DUKE ENERGY CORP NEW 0.9%
Value ($000) $1,613 Shares 14,446 Est. Cost $67.67 Unrealized +31.8%
CSCO CISCO SYS INC 0.9%
Value ($000) $1,562 Shares 28,013 Est. Cost $42.12 Unrealized +19.4%
COST COSTCO WHSL CORP NEW 0.9%
Value ($000) $1,555 Shares 2,700 Est. Cost $353.20 Unrealized +41.8%
JPM JPMORGAN CHASE & CO 0.9%
Value ($000) $1,544 Shares 11,326 Est. Cost $98.11 Unrealized +36.2%
GLD SPDR GOLD TR 0.8%
Value ($000) $1,464 Shares 8,103 Est. Cost $177.16 Unrealized
AEO AMERICAN EAGLE OUTFITTERS IN 0.8%
Value ($000) $1,403 Shares 83,525 Est. Cost $21.64 Unrealized -12.8%
EXP EAGLE MATLS INC 0.8%
Value ($000) $1,400 Shares 10,910 Est. Cost $85.34 Unrealized +62.5%
DOW DOW INC 0.8%
Value ($000) $1,350 Shares 21,183 Est. Cost $35.44 Unrealized +36.2%
LLY LILLY ELI & CO 0.7%
Value ($000) $1,323 Shares 4,621 Est. Cost $186.45 Unrealized +33.3%
WHR WHIRLPOOL CORP 0.7%
Value ($000) $1,313 Shares 7,600 Est. Cost $195.07 Unrealized +3.9%
WMT WALMART INC 0.7%
Value ($000) $1,247 Shares 8,376 Est. Cost $27.28 Unrealized +63.5%
BMY BRISTOL-MYERS SQUIBB CO 0.7%
Value ($000) $1,207 Shares 16,530 Est. Cost $52.95 Unrealized +7.3%
MDT MEDTRONIC PLC 0.7%
Value ($000) $1,206 Shares 10,870 Est. Cost $94.98 Unrealized -1.4%
WSM WILLIAMS SONOMA INC 0.7%
Value ($000) $1,183 Shares 8,157 Est. Cost $76.47 Unrealized -8.3%
AMZN AMAZON COM INC 0.7%
Value ($000) $1,154 Shares 354 Est. Cost $140.75 Unrealized +9.8%
KO COCA COLA CO 0.6%
Value ($000) $1,109 Shares 17,884 Est. Cost $40.72 Unrealized +32.8%
PYPL PAYPAL HLDGS INC 0.6%
Value ($000) $1,046 Shares 9,044 Est. Cost $164.06 Unrealized -19.1%
GOOG ALPHABET INC 0.6%
Value ($000) $1,045 Shares 374 Est. Cost $100.56 Unrealized +34.2%
PKG PACKAGING CORP AMER 0.6%
Value ($000) $1,040 Shares 6,660 Est. Cost $129.65 Unrealized 0.0%
CALY CALLAWAY GOLF CO 0.6%
Value ($000) $1,037 Shares 44,281 Est. Cost $29.07 Unrealized -16.6%
ATO ATMOS ENERGY CORP 0.6%
Value ($000) $1,027 Shares 8,597 Est. Cost $31.60 Unrealized +214.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $997 Shares 2,825 Est. Cost $214.00 Unrealized +51.2%
GLOBAL MED REIT INC 0.5%
Value ($000) $925 Shares 56,700 Est. Cost $14.80 Unrealized
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $909 Shares 2,755 Est. Cost $276.60 Unrealized +15.6%
UBER UBER TECHNOLOGIES INC 0.5%
Value ($000) $881 Shares 24,700 Est. Cost $39.92 Unrealized -9.9%
T AT&T INC 0.4%
Value ($000) $796 Shares 33,666 Est. Cost $15.54 Unrealized -4.1%
SO SOUTHERN CO 0.4%
Value ($000) $767 Shares 10,574 Est. Cost $28.38 Unrealized +106.8%
ET ENERGY TRANSFER L P 0.4%
Value ($000) $757 Shares 67,624 Est. Cost $9.39 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG L 0.4%
Value ($000) $735 Shares 33,600 Est. Cost $30.80 Unrealized -33.7%
NEW YORK CMNTY BANCORP INC 0.4%
Value ($000) $732 Shares 68,250 Est. Cost $11.85 Unrealized
IP INTERNATIONAL PAPER CO 0.4%
Value ($000) $659 Shares 14,280 Est. Cost $31.53 Unrealized +22.6%
SIX FLAGS ENTMT CORP NEW 0.4%
Value ($000) $653 Shares 15,000 Est. Cost $44.38 Unrealized
MCD MCDONALDS CORP 0.4%
Value ($000) $639 Shares 2,584 Est. Cost $223.65 Unrealized +1.8%
AEE AMEREN CORP 0.4%
Value ($000) $632 Shares 6,738 Est. Cost $30.01 Unrealized +159.3%
PEP PEPSICO INC 0.3%
Value ($000) $617 Shares 3,687 Est. Cost $128.14 Unrealized +15.8%
AZEK CO INC 0.3%
Value ($000) $603 Shares 24,275 Est. Cost $24.84 Unrealized
BLDR BUILDERS FIRSTSOURCE INC 0.3%
Value ($000) $590 Shares 9,140 Est. Cost $46.59 Unrealized +55.8%
SCHW SCHWAB CHARLES CORP 0.3%
Value ($000) $552 Shares 6,550 Est. Cost $56.91 Unrealized +46.5%
ON ON SEMICONDUCTOR CORP 0.3%
Value ($000) $542 Shares 8,650 Est. Cost $19.56 Unrealized +211.7%
CBRL CRACKER BARREL OLD CTRY STOR 0.3%
Value ($000) $542 Shares 4,566 Est. Cost $111.27 Unrealized -6.2%
MTDR MATADOR RES CO 0.3%
Value ($000) $532 Shares 10,050 Est. Cost $18.40 Unrealized +156.9%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $529 Shares 3,461 Est. Cost $82.15 Unrealized +73.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $529 Shares 1 Est. Cost $308211.47 Unrealized +57.5%
MRK MERCK & CO INC 0.3%
Value ($000) $515 Shares 6,279 Est. Cost $62.61 Unrealized +11.6%
TGT TARGET CORP 0.3%
Value ($000) $499 Shares 2,352 Est. Cost $145.82 Unrealized +31.2%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $497 Shares 3,051 Est. Cost $65.87 Unrealized +86.4%
DIS DISNEY WALT CO 0.3%
Value ($000) $494 Shares 3,604 Est. Cost $117.45 Unrealized +20.3%
SPIRIT AIRLS INC 0.3%
Value ($000) $489 Shares 22,375 Est. Cost $28.33 Unrealized
HON HONEYWELL INTL INC 0.3%
Value ($000) $486 Shares 2,500 Est. Cost $68.86 Unrealized +147.4%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $482 Shares 2,575 Est. Cost $171.78 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $477 Shares 9,850 Est. Cost $38.93 Unrealized +24.6%
PIONEER NAT RES CO 0.2%
Value ($000) $437 Shares 1,747 Est. Cost $185.18 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.2%
Value ($000) $422 Shares 19,942 Est. Cost $19.61 Unrealized
ONON ON HLDG AG 0.2%
Value ($000) $414 Shares 16,400 Est. Cost $30.73 Unrealized -13.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $404 Shares 3,875 Est. Cost $112.11 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $403 Shares 4,064 Est. Cost $53.70 Unrealized +61.6%
CB CHUBB LIMITED 0.2%
Value ($000) $396 Shares 1,850 Est. Cost $154.95 Unrealized +24.5%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $393 Shares 3,025 Est. Cost $105.98 Unrealized +5.8%
CNK CINEMARK HLDGS INC 0.2%
Value ($000) $392 Shares 22,700 Est. Cost $21.74 Unrealized -24.5%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $385 Shares 2,101 Est. Cost $81.49 Unrealized +93.0%
SWKS SKYWORKS SOLUTIONS INC 0.2%
Value ($000) $383 Shares 2,875 Est. Cost $125.08 Unrealized 0.0%
DOC HEALTHPEAK PROPERTIES INC 0.2%
Value ($000) $380 Shares 11,073 Est. Cost $20.82 Unrealized +29.5%
COP CONOCOPHILLIPS 0.2%
Value ($000) $380 Shares 3,798 Est. Cost $67.12 Unrealized +18.7%
URI UNITED RENTALS INC 0.2%
Value ($000) $355 Shares 1,000 Est. Cost $118.68 Unrealized +166.5%
ABNB AIRBNB INC 0.2%
Value ($000) $345 Shares 2,010 Est. Cost $152.75 Unrealized +4.3%
ABT ABBOTT LABS 0.2%
Value ($000) $337 Shares 2,851 Est. Cost $78.56 Unrealized +46.9%
AEP AMERICAN ELEC PWR CO INC 0.2%
Value ($000) $332 Shares 3,325 Est. Cost $33.73 Unrealized +134.9%
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $327 Shares 4,200 Est. Cost $59.96 Unrealized +39.1%
MRNA MODERNA INC 0.2%
Value ($000) $323 Shares 1,875 Est. Cost $178.71 Unrealized -5.8%
BRIGHAM MINERALS INC 0.2%
Value ($000) $319 Shares 12,500 Est. Cost $21.02 Unrealized
CFR CULLEN FROST BANKERS INC 0.2%
Value ($000) $312 Shares 2,255 Est. Cost $75.23 Unrealized +64.2%
ADM ARCHER DANIELS MIDLAND CO 0.2%
Value ($000) $306 Shares 3,388 Est. Cost $48.34 Unrealized +44.1%
ASO ACADEMY SPORTS & OUTDOORS IN 0.2%
Value ($000) $294 Shares 7,450 Est. Cost $35.53 Unrealized 0.0%
BX BLACKSTONE INC 0.2%
Value ($000) $292 Shares 2,300 Est. Cost $76.25 Unrealized +40.6%
SPG SIMON PPTY GROUP INC NEW 0.2%
Value ($000) $283 Shares 2,150 Est. Cost $81.45 Unrealized +40.5%
KHC KRAFT HEINZ CO 0.2%
Value ($000) $273 Shares 6,930 Est. Cost $25.76 Unrealized +20.5%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $254 Shares 575 Est. Cost $308.96 Unrealized +18.2%
C CITIGROUP INC 0.1%
Value ($000) $251 Shares 4,707 Est. Cost $60.83 Unrealized -12.0%
VYX NCR CORP NEW 0.1%
Value ($000) $237 Shares 5,900 Est. Cost $15.49 Unrealized +58.6%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $235 Shares 2,150 Est. Cost $119.38 Unrealized 0.0%
UPLD UPLAND SOFTWARE INC 0.1%
Value ($000) $227 Shares 12,900 Est. Cost $18.35 Unrealized 0.0%
RLJ LODGING TR 0.1%
Value ($000) $225 Shares 8,150 Est. Cost $27.61 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $223 Shares 5,401 Est. Cost $26.00 Unrealized +38.1%
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $211 Shares 1,140 Est. Cost $134.81 Unrealized +35.6%
VTR VENTAS INC 0.1%
Value ($000) $210 Shares 3,400 Est. Cost $47.59 Unrealized 0.0%
TMHC TAYLOR MORRISON HOME CORP 0.1%
Value ($000) $207 Shares 7,600 Est. Cost $26.35 Unrealized +15.4%
LOW LOWES COS INC 0.1%
Value ($000) $207 Shares 1,025 Est. Cost $148.05 Unrealized +44.1%
SBSI SOUTHSIDE BANCSHARES INC 0.1%
Value ($000) $204 Shares 4,998 Est. Cost $41.34 Unrealized +1.9%
GEO GEO GROUP INC NEW 0.1%
Value ($000) $168 Shares 25,392 Est. Cost $15.98 Unrealized -59.1%
STKL SUNOPTA INC 0.1%
Value ($000) $134 Shares 26,680 Est. Cost $10.27 Unrealized -48.7%
BERKSHIRE GREY INC 0.0%
Value ($000) $11 Shares 27,000 Est. Cost $0.89 Unrealized