First Dallas Securities Inc. Diversified Active

CIK: 0001378559 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 7, 2023

Total Value ($000): $179 (100.0% shares, 0.0% debt)

Holdings (123)

AAPL APPLE INC 11.0%
Value ($000) $20 Shares 101,568 Est. Cost $155.34 Unrealized +10.8%
TPL TEXAS PACIFIC LAND CORPORATI 7.3%
Value ($000) $13 Shares 9,943 Est. Cost $164.19 Unrealized -5.4%
NVDA NVIDIA CORPORATION 3.4%
Value ($000) $6 Shares 14,402 Est. Cost $22.17 Unrealized +49.7%
XOM EXXON MOBIL CORP 3.4%
Value ($000) $6 Shares 56,306 Est. Cost $46.61 Unrealized +113.7%
ENCORE WIRE CORP 3.1%
Value ($000) $6 Shares 29,865 Est. Cost $47.10 Unrealized
MSFT MICROSOFT CORP 3.1%
Value ($000) $5 Shares 16,061 Est. Cost $212.83 Unrealized +44.3%
UBER UBER TECHNOLOGIES INC 2.5%
Value ($000) $4 Shares 101,750 Est. Cost $34.18 Unrealized +8.8%
OKE ONEOK INC NEW 2.3%
Value ($000) $4 Shares 65,923 Est. Cost $32.00 Unrealized +69.2%
HD HOME DEPOT INC 1.9%
Value ($000) $3 Shares 11,120 Est. Cost $214.97 Unrealized +28.6%
EXE CHESAPEAKE ENERGY CORP 1.8%
Value ($000) $3 Shares 38,448 Est. Cost $79.89 Unrealized -7.9%
EXP EAGLE MATLS INC 1.7%
Value ($000) $3 Shares 16,637 Est. Cost $102.74 Unrealized +53.1%
ABBV ABBVIE INC 1.7%
Value ($000) $3 Shares 22,423 Est. Cost $64.48 Unrealized +107.3%
BA BOEING CO 1.5%
Value ($000) $3 Shares 12,694 Est. Cost $139.98 Unrealized +48.4%
FCX FREEPORT-MCMORAN INC 1.4%
Value ($000) $3 Shares 64,749 Est. Cost $36.20 Unrealized +1.6%
GM GENERAL MTRS CO 1.4%
Value ($000) $3 Shares 66,994 Est. Cost $47.46 Unrealized -29.1%
BX BLACKSTONE INC 1.4%
Value ($000) $3 Shares 27,675 Est. Cost $86.33 Unrealized -7.1%
AXP AMERICAN EXPRESS CO 1.4%
Value ($000) $2 Shares 14,181 Est. Cost $153.28 Unrealized +1.9%
AMGN AMGEN INC 1.4%
Value ($000) $2 Shares 10,916 Est. Cost $237.53 Unrealized -10.1%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $2 Shares 14,489 Est. Cost $74.04 Unrealized +101.1%
CLF CLEVELAND-CLIFFS INC NEW 1.3%
Value ($000) $2 Shares 137,650 Est. Cost $9.35 Unrealized +69.6%
ENLINK MIDSTREAM LLC 1.3%
Value ($000) $2 Shares 213,981 Est. Cost $9.19 Unrealized
XEL XCEL ENERGY INC 1.2%
Value ($000) $2 Shares 35,922 Est. Cost $47.83 Unrealized +27.1%
UPS UNITED PARCEL SERVICE INC 1.2%
Value ($000) $2 Shares 12,286 Est. Cost $138.39 Unrealized +11.7%
META META PLATFORMS INC 1.2%
Value ($000) $2 Shares 7,577 Est. Cost $243.44 Unrealized +0.7%
LLY LILLY ELI & CO 1.2%
Value ($000) $2 Shares 4,625 Est. Cost $218.83 Unrealized +88.0%
BAC BANK AMERICA CORP 1.2%
Value ($000) $2 Shares 72,815 Est. Cost $23.71 Unrealized +12.3%
CAT CATERPILLAR INC 1.1%
Value ($000) $2 Shares 8,314 Est. Cost $129.21 Unrealized +65.4%
SCHW SCHWAB CHARLES CORP 1.1%
Value ($000) $2 Shares 35,654 Est. Cost $67.43 Unrealized -25.2%
ETD ETHAN ALLEN INTERIORS INC 1.1%
Value ($000) $2 Shares 70,667 Est. Cost $17.64 Unrealized +27.1%
NEW YORK CMNTY BANCORP INC 1.1%
Value ($000) $2 Shares 176,373 Est. Cost $6.49 Unrealized
MRK MERCK & CO INC 1.0%
Value ($000) $2 Shares 16,310 Est. Cost $80.00 Unrealized +30.6%
ET ENERGY TRANSFER L P 1.0%
Value ($000) $2 Shares 144,372 Est. Cost $4.21 Unrealized
JPM JPMORGAN CHASE & CO 1.0%
Value ($000) $2 Shares 11,815 Est. Cost $99.50 Unrealized +30.3%
COST COSTCO WHSL CORP NEW 0.9%
Value ($000) $2 Shares 3,074 Est. Cost $367.16 Unrealized +32.7%
AMZN AMAZON COM INC 0.9%
Value ($000) $2 Shares 12,035 Est. Cost $123.87 Unrealized -7.8%
T AT&T INC 0.8%
Value ($000) $1 Shares 93,689 Est. Cost $15.57 Unrealized -5.0%
TFIN TRIUMPH FINANCIAL INC 0.8%
Value ($000) $1 Shares 24,422 Est. Cost $79.21 Unrealized -30.6%
MU MICRON TECHNOLOGY INC 0.8%
Value ($000) $1 Shares 23,050 Est. Cost $59.31 Unrealized +7.0%
CMC COMMERCIAL METALS CO 0.8%
Value ($000) $1 Shares 27,247 Est. Cost $17.97 Unrealized +150.4%
NVO NOVO-NORDISK A S 0.8%
Value ($000) $1 Shares 8,607 Est. Cost $0.15 Unrealized
CFR CULLEN FROST BANKERS INC 0.8%
Value ($000) $1 Shares 12,608 Est. Cost $98.28 Unrealized -2.6%
VST VISTRA CORP 0.7%
Value ($000) $1 Shares 50,063 Est. Cost $22.84 Unrealized +3.4%
MCD MCDONALDS CORP 0.7%
Value ($000) $1 Shares 4,191 Est. Cost $224.86 Unrealized +21.4%
WHR WHIRLPOOL CORP 0.7%
Value ($000) $1 Shares 8,307 Est. Cost $177.44 Unrealized -22.6%
CALY TOPGOLF CALLAWAY BRANDS CORP 0.6%
Value ($000) $1 Shares 55,350 Est. Cost $25.59 Unrealized -21.8%
FDX FEDEX CORP 0.6%
Value ($000) $1 Shares 4,433 Est. Cost $197.66 Unrealized +9.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.6%
Value ($000) $1 Shares 10,750 Est. Cost $60.98 Unrealized
DUK DUKE ENERGY CORP NEW 0.6%
Value ($000) $1 Shares 11,501 Est. Cost $67.67 Unrealized +25.8%
KO COCA COLA CO 0.5%
Value ($000) $1 Shares 16,315 Est. Cost $40.72 Unrealized +40.9%
QCOM QUALCOMM INC 0.5%
Value ($000) $1 Shares 8,225 Est. Cost $125.14 Unrealized -13.4%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $1 Shares 25,549 Est. Cost $40.37 Unrealized -22.7%
LUV SOUTHWEST AIRLS CO 0.5%
Value ($000) $1 Shares 25,999 Est. Cost $23.63 Unrealized +24.9%
GOOG ALPHABET INC 0.5%
Value ($000) $1 Shares 7,355 Est. Cost $110.85 Unrealized +3.6%
CMA COMERICA INC 0.5%
Value ($000) $1 Shares 20,608 Est. Cost $57.36 Unrealized -38.6%
MDT MEDTRONIC PLC 0.5%
Value ($000) $1 Shares 9,911 Est. Cost $75.64 Unrealized +5.0%
NCLH NORWEGIAN CRUISE LINE HLDG L 0.5%
Value ($000) $1 Shares 39,360 Est. Cost $23.04 Unrealized -33.6%
ONON ON HLDG AG 0.5%
Value ($000) $1 Shares 25,750 Est. Cost $28.67 Unrealized +6.1%
ULCC FRONTIER GROUP HLDGS INC 0.5%
Value ($000) $1 Shares 87,750 Est. Cost $10.39 Unrealized -13.6%
WYNN WYNN RESORTS LTD 0.5%
Value ($000) $1 Shares 7,826 Est. Cost $71.13 Unrealized +46.6%
ATO ATMOS ENERGY CORP 0.4%
Value ($000) $1 Shares 6,331 Est. Cost $31.60 Unrealized +243.1%
TXN TEXAS INSTRS INC 0.4%
Value ($000) $1 Shares 4,006 Est. Cost $117.58 Unrealized +35.3%
WMT WALMART INC 0.4%
Value ($000) $1 Shares 4,306 Est. Cost $27.81 Unrealized +76.0%
PEP PEPSICO INC 0.4%
Value ($000) $1 Shares 3,607 Est. Cost $128.14 Unrealized +33.1%
CSCO CISCO SYS INC 0.4%
Value ($000) $1 Shares 12,675 Est. Cost $42.12 Unrealized +8.1%
SO SOUTHERN CO 0.4%
Value ($000) $1 Shares 8,990 Est. Cost $28.38 Unrealized +130.1%
DOW DOW INC 0.3%
Value ($000) $1 Shares 11,391 Est. Cost $45.25 Unrealized 0.0%
ON ON SEMICONDUCTOR CORP 0.3%
Value ($000) $1 Shares 6,050 Est. Cost $24.11 Unrealized +243.0%
ABNB AIRBNB INC 0.3%
Value ($000) $1 Shares 4,330 Est. Cost $116.96 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $1 Shares 1,600 Est. Cost $214.00 Unrealized +52.5%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $1 Shares 1 Est. Cost $308211.47 Unrealized +61.5%
HON HONEYWELL INTL INC 0.3%
Value ($000) $1 Shares 2,450 Est. Cost $73.34 Unrealized +139.4%
BLDR BUILDERS FIRSTSOURCE INC 0.3%
Value ($000) $1 Shares 3,675 Est. Cost $46.59 Unrealized +138.7%
F FORD MTR CO DEL 0.3%
Value ($000) $0 Shares 32,592 Est. Cost $10.22 Unrealized +4.6%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $0 Shares 3,243 Est. Cost $82.15 Unrealized +72.0%
DVN DEVON ENERGY CORP NEW 0.3%
Value ($000) $0 Shares 10,133 Est. Cost $51.44 Unrealized -11.7%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $0 Shares 3,027 Est. Cost $67.26 Unrealized +113.0%
TSLA TESLA INC 0.3%
Value ($000) $0 Shares 1,810 Est. Cost $175.15 Unrealized +14.2%
AEE AMEREN CORP 0.3%
Value ($000) $0 Shares 5,738 Est. Cost $30.01 Unrealized +162.2%
XIFR NEXTERA ENERGY PARTNERS LP 0.3%
Value ($000) $0 Shares 7,950 Est. Cost $60.14 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $0 Shares 950 Est. Cost $483.28 Unrealized -3.8%
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $0 Shares 10,650 Est. Cost $39.06 Unrealized -3.6%
PIONEER NAT RES CO 0.3%
Value ($000) $0 Shares 2,178 Est. Cost $106.79 Unrealized
CSWC CAPITAL SOUTHWEST CORP 0.2%
Value ($000) $0 Shares 22,500 Est. Cost $12.39 Unrealized +8.3%
MTDR MATADOR RES CO 0.2%
Value ($000) $0 Shares 8,410 Est. Cost $18.40 Unrealized +162.5%
AGCO AGCO CORP 0.2%
Value ($000) $0 Shares 3,350 Est. Cost $112.87 Unrealized +1.9%
URI UNITED RENTALS INC 0.2%
Value ($000) $0 Shares 975 Est. Cost $388.75 Unrealized -7.1%
ASO ACADEMY SPORTS & OUTDOORS IN 0.2%
Value ($000) $0 Shares 8,012 Est. Cost $36.52 Unrealized +53.7%
ACTIVISION BLIZZARD INC 0.2%
Value ($000) $0 Shares 5,000 Est. Cost $0.08 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $0 Shares 6,531 Est. Cost $52.95 Unrealized +11.3%
CB CHUBB LIMITED 0.2%
Value ($000) $0 Shares 2,156 Est. Cost $164.36 Unrealized +15.5%
COP CONOCOPHILLIPS 0.2%
Value ($000) $0 Shares 3,963 Est. Cost $70.47 Unrealized +34.1%
DAL DELTA AIR LINES INC DEL 0.2%
Value ($000) $0 Shares 8,505 Est. Cost $36.03 Unrealized -0.4%
MS MORGAN STANLEY 0.2%
Value ($000) $0 Shares 4,600 Est. Cost $76.80 Unrealized +2.0%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $0 Shares 1,182 Est. Cost $280.95 Unrealized +9.6%
CVS CVS HEALTH CORP 0.2%
Value ($000) $0 Shares 5,500 Est. Cost $52.96 Unrealized +21.4%
TGT TARGET CORP 0.2%
Value ($000) $0 Shares 2,853 Est. Cost $163.63 Unrealized -17.5%
GLOBAL MED REIT INC 0.2%
Value ($000) $0 Shares 41,000 Est. Cost $13.37 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $0 Shares 13,050 Est. Cost $0.04 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.2%
Value ($000) $0 Shares 3,000 Est. Cost $85.72 Unrealized +10.2%
CNK CINEMARK HLDGS INC 0.2%
Value ($000) $0 Shares 20,750 Est. Cost $19.44 Unrealized -15.6%
FANG DIAMONDBACK ENERGY INC 0.2%
Value ($000) $0 Shares 2,500 Est. Cost $117.45 Unrealized +3.0%
UAL UNITED AIRLS HLDGS INC 0.2%
Value ($000) $0 Shares 5,530 Est. Cost $47.22 Unrealized 0.0%
AZEK CO INC 0.2%
Value ($000) $0 Shares 9,500 Est. Cost $21.82 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $0 Shares 2,868 Est. Cost $53.70 Unrealized +71.8%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $0 Shares 2,100 Est. Cost $106.29 Unrealized +11.1%
LOW LOWES COS INC 0.2%
Value ($000) $0 Shares 1,225 Est. Cost $153.19 Unrealized +29.1%
C CITIGROUP INC 0.2%
Value ($000) $0 Shares 5,965 Est. Cost $53.51 Unrealized -20.1%
AEP AMERICAN ELEC PWR CO INC 0.2%
Value ($000) $0 Shares 3,225 Est. Cost $33.73 Unrealized +137.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $0 Shares 575 Est. Cost $308.96 Unrealized +39.7%
UPLD UPLAND SOFTWARE INC 0.1%
Value ($000) $0 Shares 71,500 Est. Cost $8.22 Unrealized -58.1%
SITIO ROYALTIES CORP 0.1%
Value ($000) $0 Shares 9,630 Est. Cost $0.02 Unrealized
SIX FLAGS ENTMT CORP NEW 0.1%
Value ($000) $0 Shares 9,700 Est. Cost $44.38 Unrealized
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $0 Shares 1,450 Est. Cost $112.18 Unrealized +28.9%
STKL SUNOPTA INC 0.1%
Value ($000) $0 Shares 36,000 Est. Cost $9.90 Unrealized -24.0%
RIG TRANSOCEAN LTD 0.1%
Value ($000) $0 Shares 34,090 Est. Cost $6.39 Unrealized -3.2%
ORCL ORACLE CORP 0.1%
Value ($000) $0 Shares 2,000 Est. Cost $100.39 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $0 Shares 4,700 Est. Cost $46.08 Unrealized -3.4%
DE DEERE & CO 0.1%
Value ($000) $0 Shares 560 Est. Cost $367.88 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $0 Shares 655 Est. Cost $302.56 Unrealized 0.0%
NFLX NETFLIX INC 0.1%
Value ($000) $0 Shares 490 Est. Cost $36.83 Unrealized 0.0%
MRNA MODERNA INC 0.1%
Value ($000) $0 Shares 1,725 Est. Cost $169.67 Unrealized -21.4%
CYBERARK SOFTWARE LTD 0.1%
Value ($000) $0 Shares 1,300 Est. Cost $0.16 Unrealized
GEO GEO GROUP INC NEW 0.1%
Value ($000) $0 Shares 19,782 Est. Cost $15.83 Unrealized -51.0%