First Dallas Securities Inc. Diversified Active

CIK: 0001378559 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 5, 2025

Total Value ($000): $266,944 (100.0% shares, 0.0% debt)

Holdings (113)

NVDA Nvidia Corporation 14.5%
Value ($000) $38,809 Shares 208,002 Est. Cost $94.84 Unrealized +83.8%
TPL Texas Pacific Land Corporation 7.6%
Value ($000) $20,368 Shares 21,816 Est. Cost $167.39 Unrealized +87.5%
AAPL Apple Inc 6.5%
Value ($000) $17,485 Shares 68,667 Est. Cost $179.24 Unrealized +25.9%
AMZN Amazon.Com Inc 3.3%
Value ($000) $8,876 Shares 40,426 Est. Cost $168.87 Unrealized +34.0%
MSFT Microsoft Corp 3.3%
Value ($000) $8,763 Shares 16,919 Est. Cost $311.16 Unrealized +63.5%
UBER Uber Technologies Inc 2.8%
Value ($000) $7,595 Shares 77,527 Est. Cost $44.01 Unrealized +112.5%
BA Boeing Co 2.6%
Value ($000) $6,811 Shares 31,557 Est. Cost $205.00 Unrealized +10.0%
META Meta Platforms Inc Cl A 2.5%
Value ($000) $6,687 Shares 9,105 Est. Cost $388.37 Unrealized +91.4%
XOM Exxon Mobile Corp 2.0%
Value ($000) $5,370 Shares 47,624 Est. Cost $81.61 Unrealized +34.4%
OKE Oneok Inc 2.0%
Value ($000) $5,335 Shares 73,113 Est. Cost $58.08 Unrealized +29.2%
FCX Freeport-Mcmoran Inc Cl B 1.9%
Value ($000) $4,975 Shares 126,844 Est. Cost $39.94 Unrealized +8.2%
CAT Caterpillar Inc 1.8%
Value ($000) $4,719 Shares 9,890 Est. Cost $202.98 Unrealized +109.6%
LLY Eli Lilly & Co 1.7%
Value ($000) $4,535 Shares 5,943 Est. Cost $639.49 Unrealized +16.1%
JPM Jpmorgan Chase & Co 1.6%
Value ($000) $4,358 Shares 13,816 Est. Cost $120.91 Unrealized +144.8%
HD Home Depot Inc 1.5%
Value ($000) $4,086 Shares 10,084 Est. Cost $301.60 Unrealized +29.0%
EXP Eagle Materials Inc 1.4%
Value ($000) $3,841 Shares 16,482 Est. Cost $199.81 Unrealized +13.2%
ABBV Abbvie Inc 1.4%
Value ($000) $3,791 Shares 16,372 Est. Cost $111.57 Unrealized +81.0%
DKNG Draftkings Inc Cl A 1.4%
Value ($000) $3,774 Shares 100,911 Est. Cost $35.96 Unrealized +23.3%
CLF Cleveland-Cliffs Inc 1.4%
Value ($000) $3,609 Shares 295,800 Est. Cost $12.40 Unrealized -15.2%
ETD Ethan Allen Interiors Inc 1.3%
Value ($000) $3,481 Shares 118,151 Est. Cost $24.21 Unrealized +16.8%
VST Vistra Corp 1.3%
Value ($000) $3,428 Shares 17,499 Est. Cost $34.08 Unrealized +480.0%
SN Sharkninja Inc 1.2%
Value ($000) $3,262 Shares 31,625 Est. Cost $96.51 Unrealized +18.3%
MRP Millrose Properties Inc Cl A 1.2%
Value ($000) $3,102 Shares 92,299 Est. Cost $30.46 Unrealized
WMT Wal-Mart Inc 1.1%
Value ($000) $3,051 Shares 29,604 Est. Cost $56.86 Unrealized +74.5%
KEX Kirby Corp 1.1%
Value ($000) $3,048 Shares 36,525 Est. Cost $103.58 Unrealized -3.0%
WULF Terawulf Inc 1.1%
Value ($000) $3,015 Shares 264,000 Est. Cost $5.75 Unrealized +32.9%
EXE Expand Energy Corporation 1.1%
Value ($000) $3,011 Shares 28,340 Est. Cost $82.18 Unrealized +20.6%
C Citigroup Inc New 1.0%
Value ($000) $2,770 Shares 27,291 Est. Cost $67.77 Unrealized +38.9%
UNH Unitedhealth Group Inc 1.0%
Value ($000) $2,638 Shares 7,641 Est. Cost $298.94 Unrealized 0.0%
TSM Taiwan Semiconductor Mfg Ltd S 0.9%
Value ($000) $2,484 Shares 8,895 Est. Cost $78.32 Unrealized
COST Costco Wholesale Corp 0.9%
Value ($000) $2,457 Shares 2,655 Est. Cost $403.75 Unrealized +137.0%
RHP Ryman Hospitality Properties I 0.9%
Value ($000) $2,334 Shares 26,050 Est. Cost $94.04 Unrealized
T At&T Inc 0.8%
Value ($000) $2,250 Shares 79,682 Est. Cost $14.69 Unrealized +91.0%
MU Micron Technology Inc 0.8%
Value ($000) $2,117 Shares 12,655 Est. Cost $65.86 Unrealized +94.1%
JNJ Johnson & Johnson 0.8%
Value ($000) $2,039 Shares 10,996 Est. Cost $144.58 Unrealized +17.2%
XEL Xcel Energy Inc Com 0.7%
Value ($000) $1,979 Shares 24,532 Est. Cost $55.45 Unrealized +28.7%
BAC Bank Of America Corp 0.7%
Value ($000) $1,871 Shares 36,274 Est. Cost $27.61 Unrealized +75.1%
CSWC Capital Southwest Corp 0.7%
Value ($000) $1,837 Shares 84,031 Est. Cost $18.37 Unrealized +16.5%
MTZ Mastec Inc 0.6%
Value ($000) $1,734 Shares 8,150 Est. Cost $123.64 Unrealized +48.1%
WFC Wells Fargo Co 0.6%
Value ($000) $1,662 Shares 19,834 Est. Cost $59.14 Unrealized +36.1%
HPE Hewlett Packard Enterprise Co 0.6%
Value ($000) $1,601 Shares 65,178 Est. Cost $19.94 Unrealized +9.7%
AXP American Express Co 0.6%
Value ($000) $1,586 Shares 4,774 Est. Cost $156.57 Unrealized +102.2%
PLTR Palantir Technologies Inc Cl A 0.6%
Value ($000) $1,499 Shares 8,219 Est. Cost $84.22 Unrealized +92.4%
IBM Intl Business Machines 0.5%
Value ($000) $1,442 Shares 5,109 Est. Cost $165.91 Unrealized +56.4%
GOOG Alphabet Inc Cap Stock Cl C 0.5%
Value ($000) $1,365 Shares 5,605 Est. Cost $195.18 Unrealized +7.6%
CMC Commercial Metals Co 0.5%
Value ($000) $1,350 Shares 23,573 Est. Cost $47.91 Unrealized +14.7%
GEO Geo Group Inc 0.5%
Value ($000) $1,290 Shares 62,935 Est. Cost $24.03 Unrealized -5.0%
AEP American Electric Power Co Inc 0.5%
Value ($000) $1,243 Shares 11,047 Est. Cost $75.97 Unrealized +42.4%
UPS United Parcel Service Inc Cl B 0.5%
Value ($000) $1,234 Shares 14,772 Est. Cost $115.91 Unrealized -24.0%
VZ Verizon Communications Inc 0.4%
Value ($000) $1,199 Shares 27,281 Est. Cost $31.55 Unrealized +34.7%
AMGN Amgen Inc 0.4%
Value ($000) $1,172 Shares 4,152 Est. Cost $253.46 Unrealized +13.1%
SCHW Charles Schwab Corp 0.4%
Value ($000) $1,161 Shares 12,161 Est. Cost $64.02 Unrealized +47.7%
BANC Banc Of California Inc 0.4%
Value ($000) $1,151 Shares 69,575 Est. Cost $13.73 Unrealized +13.0%
DUK Duke Energy Corp New 0.4%
Value ($000) $1,116 Shares 9,018 Est. Cost $84.22 Unrealized +42.2%
BX Blackstone Inc 0.4%
Value ($000) $1,095 Shares 6,410 Est. Cost $102.08 Unrealized +66.0%
POWL Powell Industries Inc 0.4%
Value ($000) $1,090 Shares 3,575 Est. Cost $213.83 Unrealized +18.8%
TSLA Tesla Inc 0.4%
Value ($000) $1,076 Shares 2,420 Est. Cost $321.05 Unrealized +8.0%
GS Goldman Sachs Group Inc 0.4%
Value ($000) $995 Shares 1,250 Est. Cost $319.17 Unrealized +130.2%
MMM 3M Co 0.4%
Value ($000) $969 Shares 6,246 Est. Cost $79.69 Unrealized +92.1%
SPOT Spotify Technology Sa 0.4%
Value ($000) $937 Shares 1,343 Est. Cost $620.21 Unrealized +12.7%
MRK Merck & Co Inc 0.3%
Value ($000) $882 Shares 10,509 Est. Cost $93.49 Unrealized -13.3%
ATO Atmos Energy Corp 0.3%
Value ($000) $829 Shares 4,856 Est. Cost $106.60 Unrealized +50.1%
GENI Genius Sports Ltd Npv 0.3%
Value ($000) $823 Shares 66,500 Est. Cost $11.34 Unrealized +5.5%
RH Rh 0.3%
Value ($000) $808 Shares 3,975 Est. Cost $194.84 Unrealized +11.5%
MS Morgan Stanley 0.3%
Value ($000) $805 Shares 5,062 Est. Cost $79.79 Unrealized +83.6%
KO Coca-Cola Co 0.3%
Value ($000) $758 Shares 11,427 Est. Cost $53.46 Unrealized +27.1%
BRK/A Berkshire Hathaway Inc Cl A 0.3%
Value ($000) $754 Shares 1 Est. Cost $533852.10 Unrealized +36.2%
CRS Carpenter Technology Corp 0.3%
Value ($000) $749 Shares 3,050 Est. Cost $199.14 Unrealized +28.2%
VRT Vertiv Holdings Co Cl A 0.3%
Value ($000) $746 Shares 4,943 Est. Cost $109.68 Unrealized +21.5%
PR Permian Resources Corp Class A 0.3%
Value ($000) $718 Shares 56,110 Est. Cost $13.24 Unrealized +3.6%
BRK/B Berkshire Hathaway Inc Cl B Ne 0.2%
Value ($000) $655 Shares 1,302 Est. Cost $265.37 Unrealized +82.5%
V Visa Inc Cl A 0.2%
Value ($000) $649 Shares 1,902 Est. Cost $345.72 Unrealized -0.2%
ORCL Oracle Corp 0.2%
Value ($000) $619 Shares 2,200 Est. Cost $107.45 Unrealized +136.5%
HR Healthcare Realty Trust Cl A 0.2%
Value ($000) $607 Shares 33,655 Est. Cost $5.05 Unrealized
MTN Vail Resorts Inc 0.2%
Value ($000) $591 Shares 3,950 Est. Cost $162.74 Unrealized -4.6%
NFLX Netflix Inc 0.2%
Value ($000) $587 Shares 490 Est. Cost $70.26 Unrealized +73.7%
SPG Simon Property Group Inc 0.2%
Value ($000) $582 Shares 3,100 Est. Cost $112.60 Unrealized +50.1%
SO Southern Co 0.2%
Value ($000) $571 Shares 6,020 Est. Cost $63.89 Unrealized +44.3%
ONON On Holding Ag Namen Akt A 0.2%
Value ($000) $569 Shares 13,440 Est. Cost $33.97 Unrealized +40.1%
AEE Ameren Corp 0.2%
Value ($000) $544 Shares 5,215 Est. Cost $70.51 Unrealized +39.8%
DELL Dell Technologies Inc Cl C 0.2%
Value ($000) $542 Shares 3,820 Est. Cost $127.88 Unrealized +1.0%
MTDR Matador Resources Co 0.2%
Value ($000) $537 Shares 11,952 Est. Cost $56.59 Unrealized -13.7%
PANW Palo Alto Networks Inc 0.2%
Value ($000) $521 Shares 2,560 Est. Cost $162.11 Unrealized +18.1%
HON Honeywell Intl Inc 0.2%
Value ($000) $495 Shares 2,350 Est. Cost $172.33 Unrealized +20.2%
LIF Life360 Inc 0.2%
Value ($000) $489 Shares 4,600 Est. Cost $38.03 Unrealized +121.4%
TFC Truist Financial Corp 0.2%
Value ($000) $489 Shares 10,686 Est. Cost $41.92 Unrealized +5.8%
VRNS Varonis Systems Inc 0.2%
Value ($000) $471 Shares 8,200 Est. Cost $55.48 Unrealized 0.0%
RTX Rtx Corporation 0.2%
Value ($000) $431 Shares 2,578 Est. Cost $126.48 Unrealized +22.0%
AVGO Broadcom Inc 0.2%
Value ($000) $419 Shares 1,270 Est. Cost $158.01 Unrealized +93.5%
CFR Cullen Frost Bankers Inc 0.2%
Value ($000) $416 Shares 3,278 Est. Cost $93.05 Unrealized +37.9%
FDX Fedex Corp 0.2%
Value ($000) $409 Shares 1,735 Est. Cost $217.55 Unrealized +4.9%
TTWO Take-Two Interactive Software 0.2%
Value ($000) $407 Shares 1,575 Est. Cost $230.73 Unrealized +2.6%
MCD Mcdonalds Corp 0.1%
Value ($000) $395 Shares 1,300 Est. Cost $227.64 Unrealized +32.4%
WHR Whirlpool Corp 0.1%
Value ($000) $364 Shares 4,628 Est. Cost $100.61 Unrealized -8.8%
DVN Devon Energy Corp 0.1%
Value ($000) $337 Shares 9,623 Est. Cost $40.45 Unrealized -16.9%
LUV Southwest Airlines Co 0.1%
Value ($000) $323 Shares 10,125 Est. Cost $24.83 Unrealized +30.6%
PEP Pepsico Inc 0.1%
Value ($000) $309 Shares 2,202 Est. Cost $149.23 Unrealized -5.9%
CVX Chevron Corp 0.1%
Value ($000) $299 Shares 1,924 Est. Cost $115.30 Unrealized +32.1%
TXN Texas Instruments Inc 0.1%
Value ($000) $296 Shares 1,611 Est. Cost $133.52 Unrealized +44.8%
ETN Eaton Corp Plc 0.1%
Value ($000) $292 Shares 780 Est. Cost $306.71 Unrealized +18.4%
COP Conocophillips 0.1%
Value ($000) $290 Shares 3,068 Est. Cost $93.93 Unrealized -0.7%
GEV GE VERNOVA ORD 0.1%
Value ($000) $290 Shares 471 Est. Cost $415.97 Unrealized +45.6%
LMT Lockheed Martin Corp 0.1%
Value ($000) $287 Shares 575 Est. Cost $463.44 Unrealized -3.3%
URI United Rentals Inc 0.1%
Value ($000) $286 Shares 300 Est. Cost $462.72 Unrealized +92.0%
GE Ge Aerospace 0.1%
Value ($000) $267 Shares 887 Est. Cost $218.59 Unrealized +24.8%
GNRC Generac Holdings Inc 0.1%
Value ($000) $243 Shares 1,450 Est. Cost $122.00 Unrealized +43.6%
FOUR Shift4 Pmts Inc Cl A 0.1%
Value ($000) $240 Shares 3,100 Est. Cost $61.07 Unrealized +52.2%
EAT Brinker Intl Inc 0.1%
Value ($000) $238 Shares 1,875 Est. Cost $156.07 Unrealized 0.0%
AIOT Powerfleet Inc 0.1%
Value ($000) $228 Shares 43,500 Est. Cost $5.94 Unrealized -22.2%
PG Procter And Gamble Co 0.1%
Value ($000) $225 Shares 1,465 Est. Cost $140.61 Unrealized +10.2%
FANG Diamondback Energy Inc 0.1%
Value ($000) $222 Shares 1,550 Est. Cost $144.29 Unrealized -2.4%
SNBR Sleep Number Corp 0.0%
Value ($000) $91 Shares 13,000 Est. Cost $8.76 Unrealized 0.0%
TTGPF Tt Electronics Plc 0.0%
Value ($000) $22 Shares 17,553 Est. Cost $1.14 Unrealized +17.1%