First Dallas Securities Inc. Diversified Active

CIK: 0001378559 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 21, 2022

Total Value ($000): $145,544 (100.0% shares, 0.0% debt)

Holdings (114)

TPL TEXAS PACIFIC LAND CORPORATI 13.8%
Value ($000) $20,106 Shares 11,313 Est. Cost $164.19 Unrealized +13.1%
AAPL APPLE INC 9.5%
Value ($000) $13,890 Shares 100,505 Est. Cost $155.74 Unrealized -0.9%
XOM EXXON MOBIL CORP 3.4%
Value ($000) $4,952 Shares 56,645 Est. Cost $46.05 Unrealized +76.7%
GM GENERAL MTRS CO 3.1%
Value ($000) $4,446 Shares 138,327 Est. Cost $47.46 Unrealized -25.3%
MSFT MICROSOFT CORP 2.7%
Value ($000) $3,897 Shares 16,733 Est. Cost $210.25 Unrealized +22.2%
ABBV ABBVIE INC 2.4%
Value ($000) $3,513 Shares 26,100 Est. Cost $62.45 Unrealized +103.5%
CMC COMMERCIAL METALS CO 2.4%
Value ($000) $3,429 Shares 96,631 Est. Cost $17.97 Unrealized +105.1%
OKE ONEOK INC NEW 2.2%
Value ($000) $3,240 Shares 63,202 Est. Cost $30.48 Unrealized +63.4%
HD HOME DEPOT INC 2.2%
Value ($000) $3,161 Shares 11,455 Est. Cost $214.97 Unrealized +25.9%
JNJ JOHNSON & JOHNSON 2.1%
Value ($000) $3,033 Shares 18,558 Est. Cost $69.86 Unrealized +118.9%
ENLINK MIDSTREAM LLC 2.0%
Value ($000) $2,855 Shares 321,132 Est. Cost $9.19 Unrealized
BAC BK OF AMERICA CORP 1.9%
Value ($000) $2,726 Shares 90,223 Est. Cost $23.71 Unrealized +29.0%
QCOM QUALCOMM INC 1.9%
Value ($000) $2,703 Shares 23,916 Est. Cost $125.14 Unrealized +1.5%
XEL XCEL ENERGY INC 1.7%
Value ($000) $2,547 Shares 39,763 Est. Cost $47.83 Unrealized +35.6%
ENCORE WIRE CORP 1.6%
Value ($000) $2,344 Shares 20,275 Est. Cost $104.55 Unrealized
ETD ETHAN ALLEN INTERIORS INC 1.5%
Value ($000) $2,154 Shares 101,836 Est. Cost $17.64 Unrealized +4.5%
AXP AMERICAN EXPRESS CO 1.2%
Value ($000) $1,791 Shares 13,252 Est. Cost $155.44 Unrealized -6.8%
UPS UNITED PARCEL SERVICE INC 1.2%
Value ($000) $1,674 Shares 10,360 Est. Cost $134.82 Unrealized +19.0%
FDX FEDEX CORP 1.1%
Value ($000) $1,666 Shares 11,209 Est. Cost $197.66 Unrealized -1.0%
CLF CLEVELAND-CLIFFS INC NEW 1.1%
Value ($000) $1,606 Shares 119,150 Est. Cost $8.41 Unrealized +98.0%
CMA COMERICA INC 1.1%
Value ($000) $1,553 Shares 21,820 Est. Cost $59.19 Unrealized +11.8%
NVDA NVIDIA CORPORATION 1.0%
Value ($000) $1,515 Shares 12,476 Est. Cost $22.25 Unrealized -29.1%
FCX FREEPORT-MCMORAN INC 1.0%
Value ($000) $1,415 Shares 51,636 Est. Cost $34.94 Unrealized -20.2%
VZ VERIZON COMMUNICATIONS INC 0.9%
Value ($000) $1,382 Shares 36,349 Est. Cost $40.37 Unrealized -11.4%
LLY LILLY ELI & CO 0.9%
Value ($000) $1,333 Shares 4,123 Est. Cost $203.44 Unrealized +51.4%
UBER UBER TECHNOLOGIES INC 0.9%
Value ($000) $1,330 Shares 50,175 Est. Cost $33.32 Unrealized -17.1%
BX BLACKSTONE INC 0.9%
Value ($000) $1,316 Shares 15,725 Est. Cost $91.97 Unrealized -5.1%
COST COSTCO WHSL CORP NEW 0.9%
Value ($000) $1,279 Shares 2,708 Est. Cost $353.20 Unrealized +41.0%
CAT CATERPILLAR INC 0.9%
Value ($000) $1,274 Shares 7,757 Est. Cost $124.21 Unrealized +38.6%
EXP EAGLE MATLS INC 0.9%
Value ($000) $1,268 Shares 11,837 Est. Cost $87.59 Unrealized +34.2%
TGT TARGET CORP 0.9%
Value ($000) $1,260 Shares 8,479 Est. Cost $163.63 Unrealized -12.7%
AMZN AMAZON COM INC 0.9%
Value ($000) $1,249 Shares 11,056 Est. Cost $126.07 Unrealized +0.3%
JPM JPMORGAN CHASE & CO 0.9%
Value ($000) $1,240 Shares 11,862 Est. Cost $98.64 Unrealized +7.1%
TFIN TRIUMPH BANCORP INC 0.8%
Value ($000) $1,230 Shares 22,622 Est. Cost $81.21 Unrealized -19.0%
META META PLATFORMS INC 0.8%
Value ($000) $1,201 Shares 8,849 Est. Cost $250.61 Unrealized -35.8%
VST VISTRA CORP 0.8%
Value ($000) $1,138 Shares 54,176 Est. Cost $22.84 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.8%
Value ($000) $1,137 Shares 12,221 Est. Cost $67.67 Unrealized +39.0%
LUV SOUTHWEST AIRLS CO 0.8%
Value ($000) $1,131 Shares 36,615 Est. Cost $23.51 Unrealized +48.2%
WHR WHIRLPOOL CORP 0.8%
Value ($000) $1,113 Shares 8,238 Est. Cost $192.34 Unrealized -17.2%
MCD MCDONALDS CORP 0.7%
Value ($000) $1,080 Shares 4,672 Est. Cost $224.86 Unrealized +5.1%
BMY BRISTOL-MYERS SQUIBB CO 0.7%
Value ($000) $1,042 Shares 14,659 Est. Cost $52.95 Unrealized +17.7%
BA BOEING CO 0.7%
Value ($000) $1,018 Shares 8,407 Est. Cost $121.15 Unrealized +26.6%
KO COCA COLA CO 0.7%
Value ($000) $986 Shares 17,603 Est. Cost $40.72 Unrealized +37.6%
CSCO CISCO SYS INC 0.7%
Value ($000) $984 Shares 24,598 Est. Cost $42.12 Unrealized -4.9%
CALY CALLAWAY GOLF CO 0.7%
Value ($000) $978 Shares 50,781 Est. Cost $28.07 Unrealized -21.3%
PFE PFIZER INC 0.7%
Value ($000) $973 Shares 22,243 Est. Cost $36.34 Unrealized +11.2%
T AT&T INC 0.7%
Value ($000) $958 Shares 62,457 Est. Cost $15.78 Unrealized -4.4%
NEW YORK CMNTY BANCORP INC 0.6%
Value ($000) $902 Shares 105,750 Est. Cost $10.82 Unrealized
PKG PACKAGING CORP AMER 0.6%
Value ($000) $835 Shares 7,435 Est. Cost $128.83 Unrealized -5.5%
EXE CHESAPEAKE ENERGY CORP 0.5%
Value ($000) $798 Shares 8,475 Est. Cost $81.13 Unrealized 0.0%
MRK MERCK & CO INC 0.5%
Value ($000) $726 Shares 8,427 Est. Cost $67.12 Unrealized +19.8%
GOOG ALPHABET INC 0.5%
Value ($000) $719 Shares 7,480 Est. Cost $110.32 Unrealized +0.5%
ET ENERGY TRANSFER L P 0.5%
Value ($000) $712 Shares 64,624 Est. Cost $9.39 Unrealized
SO SOUTHERN CO 0.5%
Value ($000) $707 Shares 10,395 Est. Cost $28.38 Unrealized +135.9%
ATO ATMOS ENERGY CORP 0.5%
Value ($000) $693 Shares 6,804 Est. Cost $31.60 Unrealized +233.3%
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $689 Shares 2,350 Est. Cost $277.90 Unrealized +6.9%
GLOBAL MED REIT INC 0.5%
Value ($000) $686 Shares 80,550 Est. Cost $13.37 Unrealized
CVS CVS HEALTH CORP 0.5%
Value ($000) $658 Shares 6,900 Est. Cost $52.96 Unrealized +65.5%
AZEK CO INC 0.4%
Value ($000) $643 Shares 38,700 Est. Cost $21.82 Unrealized
MU MICRON TECHNOLOGY INC 0.4%
Value ($000) $609 Shares 12,150 Est. Cost $63.76 Unrealized -10.7%
WMT WALMART INC 0.4%
Value ($000) $603 Shares 4,649 Est. Cost $27.28 Unrealized +54.0%
PEP PEPSICO INC 0.4%
Value ($000) $593 Shares 3,631 Est. Cost $128.14 Unrealized +20.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $581 Shares 2,175 Est. Cost $214.00 Unrealized +33.0%
ON ON SEMICONDUCTOR CORP 0.4%
Value ($000) $580 Shares 9,300 Est. Cost $22.97 Unrealized +180.4%
WSM WILLIAMS SONOMA INC 0.4%
Value ($000) $573 Shares 4,865 Est. Cost $76.47 Unrealized -13.1%
AEE AMEREN CORP 0.3%
Value ($000) $502 Shares 6,238 Est. Cost $30.01 Unrealized +173.8%
BLDR BUILDERS FIRSTSOURCE INC 0.3%
Value ($000) $482 Shares 8,178 Est. Cost $46.59 Unrealized +34.2%
SCHW SCHWAB CHARLES CORP 0.3%
Value ($000) $474 Shares 6,595 Est. Cost $57.11 Unrealized +15.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.3%
Value ($000) $471 Shares 6,875 Est. Cost $95.30 Unrealized
DVN DEVON ENERGY CORP NEW 0.3%
Value ($000) $450 Shares 7,478 Est. Cost $52.95 Unrealized 0.0%
COP CONOCOPHILLIPS 0.3%
Value ($000) $445 Shares 4,348 Est. Cost $69.88 Unrealized +26.2%
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $445 Shares 11,050 Est. Cost $39.03 Unrealized +0.9%
CNK CINEMARK HLDGS INC 0.3%
Value ($000) $441 Shares 36,400 Est. Cost $19.44 Unrealized -20.4%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $432 Shares 3,423 Est. Cost $82.15 Unrealized +59.0%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $428 Shares 2,976 Est. Cost $65.87 Unrealized +101.6%
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $423 Shares 4,915 Est. Cost $164.06 Unrealized -46.1%
MTDR MATADOR RES CO 0.3%
Value ($000) $411 Shares 8,403 Est. Cost $18.40 Unrealized +193.3%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $406 Shares 1 Est. Cost $308211.47 Unrealized +38.9%
ADM ARCHER DANIELS MIDLAND CO 0.3%
Value ($000) $394 Shares 4,900 Est. Cost $57.64 Unrealized +28.9%
HON HONEYWELL INTL INC 0.3%
Value ($000) $393 Shares 2,350 Est. Cost $68.86 Unrealized +135.5%
NCLH NORWEGIAN CRUISE LINE HLDG L 0.3%
Value ($000) $379 Shares 33,360 Est. Cost $29.40 Unrealized -55.2%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $371 Shares 3,125 Est. Cost $106.29 Unrealized +8.8%
C CITIGROUP INC 0.2%
Value ($000) $343 Shares 8,232 Est. Cost $53.51 Unrealized -18.4%
AEO AMERICAN EAGLE OUTFITTERS IN 0.2%
Value ($000) $343 Shares 35,230 Est. Cost $19.17 Unrealized -44.6%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $325 Shares 2,102 Est. Cost $81.49 Unrealized +86.1%
ONON ON HLDG AG 0.2%
Value ($000) $323 Shares 20,150 Est. Cost $28.80 Unrealized -30.8%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $323 Shares 5,100 Est. Cost $104.47 Unrealized -18.5%
ASO ACADEMY SPORTS & OUTDOORS IN 0.2%
Value ($000) $323 Shares 7,650 Est. Cost $35.53 Unrealized +20.0%
CB CHUBB LIMITED 0.2%
Value ($000) $309 Shares 1,701 Est. Cost $154.95 Unrealized +17.3%
CFR CULLEN FROST BANKERS INC 0.2%
Value ($000) $301 Shares 2,275 Est. Cost $75.23 Unrealized +56.6%
PIONEER NAT RES CO 0.2%
Value ($000) $293 Shares 1,353 Est. Cost $185.18 Unrealized
SPIRIT AIRLS INC 0.2%
Value ($000) $284 Shares 15,100 Est. Cost $28.33 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.2%
Value ($000) $281 Shares 3,225 Est. Cost $33.73 Unrealized +158.3%
URI UNITED RENTALS INC 0.2%
Value ($000) $270 Shares 1,000 Est. Cost $118.68 Unrealized +137.5%
SPG SIMON PPTY GROUP INC NEW 0.2%
Value ($000) $269 Shares 3,000 Est. Cost $83.78 Unrealized +1.0%
CBRL CRACKER BARREL OLD CTRY STOR 0.2%
Value ($000) $261 Shares 2,817 Est. Cost $111.27 Unrealized -22.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $235 Shares 2,866 Est. Cost $53.70 Unrealized +56.1%
STKL SUNOPTA INC 0.2%
Value ($000) $234 Shares 25,680 Est. Cost $10.27 Unrealized -7.7%
LOW LOWES COS INC 0.2%
Value ($000) $230 Shares 1,225 Est. Cost $153.19 Unrealized +19.1%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $227 Shares 450 Est. Cost $495.09 Unrealized 0.0%
SIX FLAGS ENTMT CORP NEW 0.2%
Value ($000) $227 Shares 12,850 Est. Cost $44.38 Unrealized
MRNA MODERNA INC 0.2%
Value ($000) $222 Shares 1,875 Est. Cost $178.71 Unrealized -15.1%
BRIGHAM MINERALS INC 0.2%
Value ($000) $222 Shares 9,000 Est. Cost $21.02 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $222 Shares 575 Est. Cost $308.96 Unrealized +23.2%
CYBERARK SOFTWARE LTD 0.1%
Value ($000) $217 Shares 1,450 Est. Cost $149.66 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $216 Shares 2,677 Est. Cost $94.98 Unrealized -14.9%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $211 Shares 1,750 Est. Cost $115.11 Unrealized -6.6%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $210 Shares 1,660 Est. Cost $112.18 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $202 Shares 986 Est. Cost $248.17 Unrealized -7.4%
RLJ LODGING TR 0.1%
Value ($000) $200 Shares 8,150 Est. Cost $27.61 Unrealized
GEO GEO GROUP INC NEW 0.1%
Value ($000) $172 Shares 22,392 Est. Cost $15.98 Unrealized -53.8%
UPLD UPLAND SOFTWARE INC 0.1%
Value ($000) $159 Shares 19,500 Est. Cost $16.97 Unrealized -34.8%
F FORD MTR CO DEL 0.1%
Value ($000) $115 Shares 10,275 Est. Cost $10.86 Unrealized 0.0%
BERKSHIRE GREY INC 0.0%
Value ($000) $5 Shares 27,000 Est. Cost $0.89 Unrealized