First Dallas Securities Inc. Diversified Active

CIK: 0001378559 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 3, 2023

Total Value ($000): $166 (100.0% shares, 0.0% debt)

Holdings (116)

TPL TEXAS PACIFIC LAND CORPORATI 14.7%
Value ($000) $24 Shares 10,369 Est. Cost $164.19 Unrealized +55.9%
AAPL APPLE INC 8.1%
Value ($000) $13 Shares 103,257 Est. Cost $155.34 Unrealized -9.4%
XOM EXXON MOBIL CORP 3.7%
Value ($000) $6 Shares 56,090 Est. Cost $46.05 Unrealized +109.1%
ABBV ABBVIE INC 2.6%
Value ($000) $4 Shares 26,548 Est. Cost $63.71 Unrealized +115.4%
OKE ONEOK INC NEW 2.5%
Value ($000) $4 Shares 61,885 Est. Cost $30.48 Unrealized +71.5%
GM GENERAL MTRS CO 2.4%
Value ($000) $4 Shares 119,415 Est. Cost $47.46 Unrealized -24.6%
MSFT MICROSOFT CORP 2.3%
Value ($000) $4 Shares 15,566 Est. Cost $210.25 Unrealized +11.3%
HD HOME DEPOT INC 2.2%
Value ($000) $4 Shares 11,434 Est. Cost $214.97 Unrealized +30.8%
CMC COMMERCIAL METALS CO 2.1%
Value ($000) $4 Shares 73,686 Est. Cost $17.97 Unrealized +144.3%
ENLINK MIDSTREAM LLC 2.0%
Value ($000) $3 Shares 264,794 Est. Cost $9.19 Unrealized
JNJ JOHNSON & JOHNSON 1.9%
Value ($000) $3 Shares 18,128 Est. Cost $69.86 Unrealized +124.8%
BAC BK OF AMERICA CORP 1.8%
Value ($000) $3 Shares 90,394 Est. Cost $23.71 Unrealized +33.7%
XEL XCEL ENERGY INC 1.6%
Value ($000) $3 Shares 38,438 Est. Cost $47.83 Unrealized +24.6%
ENCORE WIRE CORP 1.6%
Value ($000) $3 Shares 18,925 Est. Cost $104.55 Unrealized
ETD ETHAN ALLEN INTERIORS INC 1.5%
Value ($000) $3 Shares 96,586 Est. Cost $17.64 Unrealized +17.5%
UPS UNITED PARCEL SERVICE INC 1.5%
Value ($000) $2 Shares 14,191 Est. Cost $138.39 Unrealized +7.0%
AXP AMERICAN EXPRESS CO 1.4%
Value ($000) $2 Shares 15,878 Est. Cost $153.28 Unrealized -7.1%
QCOM QUALCOMM INC 1.4%
Value ($000) $2 Shares 20,917 Est. Cost $125.14 Unrealized -13.0%
BA BOEING CO 1.3%
Value ($000) $2 Shares 11,375 Est. Cost $132.22 Unrealized +23.7%
AMGN AMGEN INC 1.3%
Value ($000) $2 Shares 8,225 Est. Cost $242.73 Unrealized 0.0%
CLF CLEVELAND-CLIFFS INC NEW 1.2%
Value ($000) $2 Shares 126,650 Est. Cost $8.80 Unrealized +71.2%
NVDA NVIDIA CORPORATION 1.2%
Value ($000) $2 Shares 13,714 Est. Cost $21.57 Unrealized -32.1%
CAT CATERPILLAR INC 1.2%
Value ($000) $2 Shares 8,258 Est. Cost $129.21 Unrealized +59.9%
BX BLACKSTONE INC 1.2%
Value ($000) $2 Shares 26,536 Est. Cost $86.54 Unrealized -9.1%
EXE CHESAPEAKE ENERGY CORP 1.1%
Value ($000) $2 Shares 20,152 Est. Cost $85.08 Unrealized +3.4%
T AT&T INC 1.0%
Value ($000) $2 Shares 94,230 Est. Cost $15.55 Unrealized -2.9%
MRK MERCK & CO INC 1.0%
Value ($000) $2 Shares 15,640 Est. Cost $78.96 Unrealized +17.5%
LLY LILLY ELI & CO 1.0%
Value ($000) $2 Shares 4,623 Est. Cost $218.83 Unrealized +58.0%
EXP EAGLE MATLS INC 1.0%
Value ($000) $2 Shares 12,038 Est. Cost $88.21 Unrealized +40.9%
JPM JPMORGAN CHASE & CO 1.0%
Value ($000) $2 Shares 11,763 Est. Cost $98.64 Unrealized +19.3%
FCX FREEPORT-MCMORAN INC 0.9%
Value ($000) $2 Shares 40,564 Est. Cost $34.94 Unrealized -4.2%
COST COSTCO WHSL CORP NEW 0.8%
Value ($000) $1 Shares 3,021 Est. Cost $365.17 Unrealized +28.4%
VST VISTRA CORP 0.8%
Value ($000) $1 Shares 54,683 Est. Cost $22.84 Unrealized -3.7%
MCD MCDONALDS CORP 0.7%
Value ($000) $1 Shares 4,678 Est. Cost $224.86 Unrealized +9.1%
DUK DUKE ENERGY CORP NEW 0.7%
Value ($000) $1 Shares 11,921 Est. Cost $67.67 Unrealized +25.3%
TFIN TRIUMPH BANCORP INC 0.7%
Value ($000) $1 Shares 24,422 Est. Cost $79.21 Unrealized -31.8%
UBER UBER TECHNOLOGIES INC 0.7%
Value ($000) $1 Shares 47,600 Est. Cost $33.32 Unrealized -17.9%
WYNN WYNN RESORTS LTD 0.7%
Value ($000) $1 Shares 13,775 Est. Cost $71.13 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.7%
Value ($000) $1 Shares 22,350 Est. Cost $59.22 Unrealized -9.1%
NEW YORK CMNTY BANCORP INC 0.7%
Value ($000) $1 Shares 129,758 Est. Cost $8.82 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $1 Shares 28,058 Est. Cost $40.37 Unrealized -23.8%
KO COCA COLA CO 0.7%
Value ($000) $1 Shares 17,276 Est. Cost $40.72 Unrealized +34.9%
TGT TARGET CORP 0.7%
Value ($000) $1 Shares 7,277 Est. Cost $163.63 Unrealized -13.9%
CALY TOPGOLF CALLAWAY BRANDS CORP 0.6%
Value ($000) $1 Shares 54,091 Est. Cost $27.56 Unrealized -28.5%
FDX FEDEX CORP 0.6%
Value ($000) $1 Shares 6,128 Est. Cost $197.66 Unrealized -21.6%
WHR WHIRLPOOL CORP 0.6%
Value ($000) $1 Shares 7,491 Est. Cost $192.34 Unrealized -26.1%
AMZN AMAZON COM INC 0.6%
Value ($000) $1 Shares 11,790 Est. Cost $124.38 Unrealized -20.6%
CSCO CISCO SYS INC 0.6%
Value ($000) $1 Shares 19,307 Est. Cost $42.12 Unrealized -1.5%
LUV SOUTHWEST AIRLS CO 0.6%
Value ($000) $1 Shares 27,116 Est. Cost $23.51 Unrealized +42.7%
ET ENERGY TRANSFER L P 0.5%
Value ($000) $1 Shares 76,124 Est. Cost $7.98 Unrealized
CMA COMERICA INC 0.5%
Value ($000) $1 Shares 13,327 Est. Cost $59.19 Unrealized -0.9%
MRNA MODERNA INC 0.5%
Value ($000) $1 Shares 4,625 Est. Cost $169.67 Unrealized -3.6%
META META PLATFORMS INC 0.5%
Value ($000) $1 Shares 6,817 Est. Cost $250.61 Unrealized -53.5%
ATO ATMOS ENERGY CORP 0.4%
Value ($000) $1 Shares 6,624 Est. Cost $31.60 Unrealized +221.8%
SO SOUTHERN CO 0.4%
Value ($000) $1 Shares 10,196 Est. Cost $28.38 Unrealized +110.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.4%
Value ($000) $1 Shares 9,450 Est. Cost $69.36 Unrealized
PEP PEPSICO INC 0.4%
Value ($000) $1 Shares 3,631 Est. Cost $128.14 Unrealized +25.6%
WMT WALMART INC 0.4%
Value ($000) $1 Shares 4,399 Est. Cost $27.28 Unrealized +67.4%
PKG PACKAGING CORP AMER 0.4%
Value ($000) $1 Shares 4,845 Est. Cost $128.83 Unrealized -11.3%
CVS CVS HEALTH CORP 0.4%
Value ($000) $1 Shares 6,650 Est. Cost $52.96 Unrealized +62.3%
F FORD MTR CO DEL 0.4%
Value ($000) $1 Shares 52,775 Est. Cost $10.22 Unrealized -1.5%
ON ON SEMICONDUCTOR CORP 0.4%
Value ($000) $1 Shares 9,550 Est. Cost $24.11 Unrealized +176.6%
WALGREENS BOOTS ALLIANCE INC 0.4%
Value ($000) $1 Shares 15,625 Est. Cost $0.04 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $1 Shares 8,035 Est. Cost $52.95 Unrealized +23.2%
AEE AMEREN CORP 0.3%
Value ($000) $1 Shares 6,238 Est. Cost $30.01 Unrealized +153.7%
SCHW SCHWAB CHARLES CORP 0.3%
Value ($000) $1 Shares 6,445 Est. Cost $57.11 Unrealized +30.0%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $1 Shares 2,976 Est. Cost $65.87 Unrealized +132.6%
GOOG ALPHABET INC 0.3%
Value ($000) $1 Shares 5,980 Est. Cost $110.32 Unrealized -14.1%
HON HONEYWELL INTL INC 0.3%
Value ($000) $1 Shares 2,450 Est. Cost $73.34 Unrealized +143.7%
COP CONOCOPHILLIPS 0.3%
Value ($000) $1 Shares 4,413 Est. Cost $70.47 Unrealized +55.2%
BLDR BUILDERS FIRSTSOURCE INC 0.3%
Value ($000) $1 Shares 8,028 Est. Cost $46.59 Unrealized +34.1%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $1 Shares 3,430 Est. Cost $82.15 Unrealized +58.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $1 Shares 1,625 Est. Cost $214.00 Unrealized +38.8%
PFE PFIZER INC 0.3%
Value ($000) $0 Shares 9,523 Est. Cost $36.34 Unrealized +10.6%
MTDR MATADOR RES CO 0.3%
Value ($000) $0 Shares 8,404 Est. Cost $18.40 Unrealized +242.8%
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $0 Shares 1,400 Est. Cost $277.90 Unrealized +15.7%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $0 Shares 900 Est. Cost $497.75 Unrealized +0.5%
CB CHUBB LIMITED 0.3%
Value ($000) $0 Shares 2,151 Est. Cost $164.36 Unrealized +21.6%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $0 Shares 1 Est. Cost $308211.47 Unrealized +45.6%
DVN DEVON ENERGY CORP NEW 0.3%
Value ($000) $0 Shares 7,630 Est. Cost $53.07 Unrealized +11.8%
SPG SIMON PPTY GROUP INC NEW 0.3%
Value ($000) $0 Shares 3,750 Est. Cost $85.72 Unrealized +9.0%
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $0 Shares 10,550 Est. Cost $39.03 Unrealized +4.6%
GLOBAL MED REIT INC 0.3%
Value ($000) $0 Shares 45,800 Est. Cost $13.37 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $0 Shares 3,075 Est. Cost $106.29 Unrealized +15.8%
ADM ARCHER DANIELS MIDLAND CO 0.3%
Value ($000) $0 Shares 4,550 Est. Cost $57.64 Unrealized +45.1%
AGCO AGCO CORP 0.3%
Value ($000) $0 Shares 3,000 Est. Cost $111.72 Unrealized 0.0%
AZEK CO INC 0.3%
Value ($000) $0 Shares 20,400 Est. Cost $21.82 Unrealized
TXN TEXAS INSTRS INC 0.2%
Value ($000) $0 Shares 2,505 Est. Cost $92.82 Unrealized +63.7%
NVO NOVO-NORDISK A S 0.2%
Value ($000) $0 Shares 3,011 Est. Cost $0.14 Unrealized
WSM WILLIAMS SONOMA INC 0.2%
Value ($000) $0 Shares 3,539 Est. Cost $76.47 Unrealized -26.0%
ASO ACADEMY SPORTS & OUTDOORS IN 0.2%
Value ($000) $0 Shares 7,650 Est. Cost $35.53 Unrealized +30.8%
MS MORGAN STANLEY 0.2%
Value ($000) $0 Shares 4,600 Est. Cost $76.80 Unrealized 0.0%
ACTIVISION BLIZZARD INC 0.2%
Value ($000) $0 Shares 5,000 Est. Cost $0.08 Unrealized
ONON ON HLDG AG 0.2%
Value ($000) $0 Shares 22,000 Est. Cost $27.85 Unrealized -37.2%
C CITIGROUP INC 0.2%
Value ($000) $0 Shares 8,060 Est. Cost $53.51 Unrealized -24.2%
AEO AMERICAN EAGLE OUTFITTERS IN 0.2%
Value ($000) $0 Shares 24,980 Est. Cost $19.17 Unrealized -38.9%
AEP AMERICAN ELEC PWR CO INC 0.2%
Value ($000) $0 Shares 3,225 Est. Cost $33.73 Unrealized +139.9%
CFR CULLEN FROST BANKERS INC 0.2%
Value ($000) $0 Shares 2,275 Est. Cost $75.23 Unrealized +70.8%
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $0 Shares 2,866 Est. Cost $53.70 Unrealized +63.2%
PIONEER NAT RES CO 0.2%
Value ($000) $0 Shares 1,255 Est. Cost $185.18 Unrealized
CSWC CAPITAL SOUTHWEST CORP 0.2%
Value ($000) $0 Shares 16,500 Est. Cost $12.19 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $0 Shares 575 Est. Cost $308.96 Unrealized +38.1%
STKL SUNOPTA INC 0.2%
Value ($000) $0 Shares 32,750 Est. Cost $10.09 Unrealized -6.4%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $0 Shares 4,150 Est. Cost $104.47 Unrealized -36.8%
NCLH NORWEGIAN CRUISE LINE HLDG L 0.2%
Value ($000) $0 Shares 22,000 Est. Cost $29.40 Unrealized -48.8%
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $0 Shares 4,750 Est. Cost $46.08 Unrealized 0.0%
CNK CINEMARK HLDGS INC 0.2%
Value ($000) $0 Shares 29,050 Est. Cost $19.44 Unrealized -42.7%
LOW LOWES COS INC 0.1%
Value ($000) $0 Shares 1,225 Est. Cost $153.19 Unrealized +22.8%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $0 Shares 3,215 Est. Cost $164.06 Unrealized -51.3%
SIX FLAGS ENTMT CORP NEW 0.1%
Value ($000) $0 Shares 9,700 Est. Cost $44.38 Unrealized
VYX NCR CORP NEW 0.1%
Value ($000) $0 Shares 9,100 Est. Cost $13.30 Unrealized 0.0%
GEO GEO GROUP INC NEW 0.1%
Value ($000) $0 Shares 19,282 Est. Cost $15.98 Unrealized -39.2%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $0 Shares 1,510 Est. Cost $112.18 Unrealized +12.6%
NFLX NETFLIX INC 0.1%
Value ($000) $0 Shares 705 Est. Cost $28.05 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $0 Shares 1,500 Est. Cost $115.11 Unrealized +11.2%
UPLD UPLAND SOFTWARE INC 0.1%
Value ($000) $0 Shares 21,000 Est. Cost $16.29 Unrealized -54.2%