FULTON BREAKEFIELD BROENNIMAN LLC Diversified Active

CIK: 0001119254 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 25, 2023

Total Value ($000): $1,164,425 (100.0% shares, 0.0% debt)

Holdings (169)

AAPL APPLE INC 4.9%
Value ($000) $56,526 Shares 342,790 Est. Cost $148.51 Unrealized -2.0%
MSFT MICROSOFT CORP 4.7%
Value ($000) $55,140 Shares 191,260 Est. Cost $90.51 Unrealized +175.6%
IVV ISHARES TR 3.2%
Value ($000) $36,892 Shares 89,744 Est. Cost $355.96 Unrealized
AGG ISHARES TR 3.1%
Value ($000) $35,571 Shares 356,997 Est. Cost $113.51 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 2.8%
Value ($000) $32,935 Shares 106,665 Est. Cost $313.43 Unrealized -1.7%
PGR PROGRESSIVE CORP 2.6%
Value ($000) $30,094 Shares 210,357 Est. Cost $71.14 Unrealized +77.1%
UNH UNITEDHEALTH GROUP INC 2.4%
Value ($000) $28,106 Shares 59,472 Est. Cost $148.92 Unrealized +207.0%
IJH ISHARES TR 2.4%
Value ($000) $27,612 Shares 110,377 Est. Cost $221.23 Unrealized
V VISA INC 2.4%
Value ($000) $27,568 Shares 122,275 Est. Cost $99.64 Unrealized +118.6%
GOOGL ALPHABET INC 2.3%
Value ($000) $26,761 Shares 257,986 Est. Cost $106.77 Unrealized -10.8%
DHR DANAHER CORPORATION 2.2%
Value ($000) $25,106 Shares 99,612 Est. Cost $85.75 Unrealized +161.3%
IWM ISHARES TR 2.0%
Value ($000) $23,800 Shares 133,408 Est. Cost $176.98 Unrealized
LLY LILLY ELI & CO 2.0%
Value ($000) $23,585 Shares 68,676 Est. Cost $129.85 Unrealized +154.1%
LOW LOWES COS INC 2.0%
Value ($000) $22,820 Shares 114,117 Est. Cost $62.75 Unrealized +206.3%
NEE NEXTERA ENERGY INC 1.9%
Value ($000) $22,617 Shares 293,429 Est. Cost $57.42 Unrealized +23.0%
CWB SPDR SER TR 1.8%
Value ($000) $21,218 Shares 316,354 Est. Cost $58.18 Unrealized
AMZN AMAZON COM INC 1.7%
Value ($000) $20,367 Shares 197,183 Est. Cost $120.99 Unrealized -20.1%
LQD ISHARES TR 1.7%
Value ($000) $19,518 Shares 178,070 Est. Cost $128.09 Unrealized
CHD CHURCH & DWIGHT CO INC 1.6%
Value ($000) $18,619 Shares 210,596 Est. Cost $47.92 Unrealized +68.4%
MCD MCDONALDS CORP 1.6%
Value ($000) $18,486 Shares 66,113 Est. Cost $169.41 Unrealized +47.9%
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $18,248 Shares 117,730 Est. Cost $84.23 Unrealized +75.6%
LIN LINDE PLC 1.5%
Value ($000) $17,863 Shares 50,257 Est. Cost $322.30 Unrealized 0.0%
SJNK SPDR SER TR 1.5%
Value ($000) $17,410 Shares 700,874 Est. Cost $26.92 Unrealized
SPY SPDR S&P 500 ETF TR 1.5%
Value ($000) $17,384 Shares 42,462 Est. Cost $336.94 Unrealized
ACN ACCENTURE PLC IRELAND 1.5%
Value ($000) $17,171 Shares 60,078 Est. Cost $163.40 Unrealized +59.9%
HRB BLOCK H & R INC 1.5%
Value ($000) $17,149 Shares 486,497 Est. Cost $27.71 Unrealized +22.4%
ROP ROPER TECHNOLOGIES INC 1.4%
Value ($000) $16,849 Shares 38,233 Est. Cost $257.37 Unrealized +64.9%
SPYD SPDR SER TR 1.4%
Value ($000) $16,792 Shares 441,894 Est. Cost $38.72 Unrealized
AMT AMERICAN TOWER CORP NEW 1.4%
Value ($000) $16,678 Shares 81,621 Est. Cost $133.74 Unrealized +41.8%
XEL XCEL ENERGY INC 1.4%
Value ($000) $15,947 Shares 236,455 Est. Cost $49.50 Unrealized +23.1%
TIP ISHARES TR 1.4%
Value ($000) $15,814 Shares 143,438 Est. Cost $120.57 Unrealized
PNC PNC FINL SVCS GROUP INC 1.3%
Value ($000) $15,301 Shares 120,383 Est. Cost $86.33 Unrealized +55.9%
ABBV ABBVIE INC 1.3%
Value ($000) $15,084 Shares 94,650 Est. Cost $90.28 Unrealized +53.0%
EXR EXTRA SPACE STORAGE INC 1.2%
Value ($000) $14,282 Shares 87,660 Est. Cost $139.20 Unrealized -0.7%
PEP PEPSICO INC 1.2%
Value ($000) $14,016 Shares 76,883 Est. Cost $69.74 Unrealized +127.6%
CRM SALESFORCE INC 1.2%
Value ($000) $13,833 Shares 69,244 Est. Cost $181.25 Unrealized -7.9%
PFF ISHARES TR 1.2%
Value ($000) $13,707 Shares 439,056 Est. Cost $38.38 Unrealized
UNP UNION PAC CORP 1.2%
Value ($000) $13,655 Shares 67,848 Est. Cost $98.66 Unrealized +92.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.1%
Value ($000) $12,950 Shares 139,223 Est. Cost $69.36 Unrealized
CVX CHEVRON CORP NEW 1.1%
Value ($000) $12,548 Shares 76,903 Est. Cost $74.91 Unrealized +98.2%
TXN TEXAS INSTRS INC 1.1%
Value ($000) $12,238 Shares 65,790 Est. Cost $168.92 Unrealized -4.5%
HON HONEYWELL INTL INC 1.0%
Value ($000) $11,795 Shares 61,717 Est. Cost $125.28 Unrealized +41.0%
RTX RAYTHEON TECHNOLOGIES CORP 1.0%
Value ($000) $11,668 Shares 119,142 Est. Cost $88.52 Unrealized +4.2%
USB US BANCORP DEL 1.0%
Value ($000) $11,421 Shares 316,796 Est. Cost $34.88 Unrealized +10.7%
DEO DIAGEO PLC 1.0%
Value ($000) $11,231 Shares 61,987 Est. Cost $177.77 Unrealized
IJR ISHARES TR 0.9%
Value ($000) $10,665 Shares 110,288 Est. Cost $96.59 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.9%
Value ($000) $10,418 Shares 62,550 Est. Cost $158.82 Unrealized +0.3%
ADBE ADOBE SYSTEMS INCORPORATED 0.9%
Value ($000) $10,217 Shares 26,513 Est. Cost $407.99 Unrealized -12.9%
BR BROADRIDGE FINL SOLUTIONS IN 0.8%
Value ($000) $9,768 Shares 66,647 Est. Cost $150.50 Unrealized -9.5%
TJX TJX COS INC NEW 0.8%
Value ($000) $8,991 Shares 114,734 Est. Cost $40.07 Unrealized +88.8%
NKE NIKE INC 0.7%
Value ($000) $8,368 Shares 68,234 Est. Cost $63.08 Unrealized +85.0%
EL LAUDER ESTEE COS INC 0.7%
Value ($000) $8,361 Shares 33,925 Est. Cost $206.92 Unrealized +16.3%
IEF ISHARES TR 0.7%
Value ($000) $8,292 Shares 83,658 Est. Cost $113.39 Unrealized
ISHARES TR 0.6%
Value ($000) $7,267 Shares 295,516 Est. Cost $25.93 Unrealized
ISHARES TR 0.6%
Value ($000) $7,127 Shares 290,548 Est. Cost $26.27 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.6%
Value ($000) $7,114 Shares 46,189 Est. Cost $168.96 Unrealized
ISHARES TR 0.6%
Value ($000) $7,084 Shares 281,233 Est. Cost $25.88 Unrealized
ALB ALBEMARLE CORP 0.6%
Value ($000) $6,700 Shares 30,312 Est. Cost $225.10 Unrealized +4.7%
IBDR ISHARES TR 0.5%
Value ($000) $6,044 Shares 254,687 Est. Cost $25.62 Unrealized
TSLA TESLA INC 0.5%
Value ($000) $5,978 Shares 28,814 Est. Cost $264.83 Unrealized -34.1%
OEF ISHARES TR 0.5%
Value ($000) $5,718 Shares 30,570 Est. Cost $219.12 Unrealized
MUB ISHARES TR 0.5%
Value ($000) $5,456 Shares 50,645 Est. Cost $114.55 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $4,421 Shares 30,569 Est. Cost $106.26 Unrealized
IJK ISHARES TR 0.4%
Value ($000) $4,254 Shares 59,490 Est. Cost $110.54 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value ($000) $2,929 Shares 64,835 Est. Cost $47.50 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $2,708 Shares 8,437 Est. Cost $282.19 Unrealized
SCHP SCHWAB STRATEGIC TR 0.2%
Value ($000) $2,652 Shares 49,470 Est. Cost $62.81 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $2,470 Shares 22,524 Est. Cost $61.70 Unrealized +62.4%
IBDS ISHARES TR 0.2%
Value ($000) $2,301 Shares 96,594 Est. Cost $24.30 Unrealized
DVY ISHARES TR 0.2%
Value ($000) $2,229 Shares 19,026 Est. Cost $99.05 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $2,058 Shares 50,945 Est. Cost $49.60 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $2,001 Shares 8,277 Est. Cost $221.96 Unrealized +0.9%
ENPH ENPHASE ENERGY INC 0.2%
Value ($000) $1,868 Shares 8,882 Est. Cost $216.60 Unrealized 0.0%
IWR ISHARES TR 0.2%
Value ($000) $1,856 Shares 26,543 Est. Cost $48.39 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1,667 Shares 23,129 Est. Cost $73.69 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $1,483 Shares 9,971 Est. Cost $107.84 Unrealized +23.5%
SCHM SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,452 Shares 21,404 Est. Cost $52.73 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $1,429 Shares 17,207 Est. Cost $111.84 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1,416 Shares 2,849 Est. Cost $364.23 Unrealized +29.4%
IBDT ISHARES TR 0.1%
Value ($000) $1,318 Shares 52,828 Est. Cost $24.34 Unrealized
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $1,286 Shares 7,745 Est. Cost $114.10 Unrealized +41.8%
IWN ISHARES TR 0.1%
Value ($000) $1,280 Shares 9,344 Est. Cost $133.41 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $1,252 Shares 12,037 Est. Cost $109.21 Unrealized -12.2%
MRK MERCK & CO INC 0.1%
Value ($000) $1,189 Shares 11,173 Est. Cost $65.26 Unrealized +51.2%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,177 Shares 7,793 Est. Cost $74.14 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $1,170 Shares 2,534 Est. Cost $326.24 Unrealized +35.5%
ABT ABBOTT LABS 0.1%
Value ($000) $1,167 Shares 11,525 Est. Cost $105.65 Unrealized -5.3%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $1,153 Shares 8,591 Est. Cost $110.64 Unrealized +5.1%
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,099 Shares 26,208 Est. Cost $59.90 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $1,079 Shares 4,755 Est. Cost $197.78 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $1,041 Shares 16,780 Est. Cost $36.81 Unrealized +50.5%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $983 Shares 7,546 Est. Cost $105.75 Unrealized +21.2%
SYK STRYKER CORPORATION 0.1%
Value ($000) $977 Shares 3,421 Est. Cost $214.99 Unrealized +19.9%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $967 Shares 4,737 Est. Cost $201.47 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $940 Shares 3,187 Est. Cost $222.51 Unrealized +27.9%
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $926 Shares 19,143 Est. Cost $45.15 Unrealized
BA BOEING CO 0.1%
Value ($000) $870 Shares 4,093 Est. Cost $147.52 Unrealized +40.8%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $824 Shares 8,545 Est. Cost $78.08 Unrealized +12.9%
IWB ISHARES TR 0.1%
Value ($000) $793 Shares 3,521 Est. Cost $192.06 Unrealized
SEDG SOLAREDGE TECHNOLOGIES INC 0.1%
Value ($000) $726 Shares 2,388 Est. Cost $285.37 Unrealized +6.8%
DIS DISNEY WALT CO 0.1%
Value ($000) $682 Shares 6,811 Est. Cost $143.13 Unrealized -31.2%
CLX CLOROX CO DEL 0.1%
Value ($000) $681 Shares 4,306 Est. Cost $87.99 Unrealized +54.8%
CAT CATERPILLAR INC 0.1%
Value ($000) $626 Shares 2,736 Est. Cost $196.17 Unrealized +17.5%
SNPS SYNOPSYS INC 0.1%
Value ($000) $620 Shares 1,604 Est. Cost $253.95 Unrealized +40.7%
QCOM QUALCOMM INC 0.1%
Value ($000) $599 Shares 4,698 Est. Cost $140.20 Unrealized -17.0%
CSCO CISCO SYS INC 0.1%
Value ($000) $593 Shares 11,338 Est. Cost $30.22 Unrealized +48.4%
SBUX STARBUCKS CORP 0.0%
Value ($000) $572 Shares 5,493 Est. Cost $83.01 Unrealized +16.9%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $537 Shares 7,706 Est. Cost $32.74 Unrealized +86.6%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $530 Shares 1,120 Est. Cost $338.42 Unrealized +28.0%
PFE PFIZER INC 0.0%
Value ($000) $528 Shares 12,942 Est. Cost $18.79 Unrealized +94.5%
MMM 3M CO 0.0%
Value ($000) $522 Shares 4,971 Est. Cost $118.04 Unrealized -28.1%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $496 Shares 4,413 Est. Cost $104.70 Unrealized +1.1%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $482 Shares 3,677 Est. Cost $108.04 Unrealized +11.7%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $476 Shares 827 Est. Cost $616.28 Unrealized -9.3%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $474 Shares 5,661 Est. Cost $47.64 Unrealized +55.9%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $465 Shares 1,673 Est. Cost $25.27 Unrealized -14.5%
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $456 Shares 5,946 Est. Cost $85.20 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $452 Shares 4,616 Est. Cost $93.61 Unrealized -13.1%
PLD PROLOGIS INC. 0.0%
Value ($000) $451 Shares 3,615 Est. Cost $88.74 Unrealized +26.1%
NVR NVR INC 0.0%
Value ($000) $440 Shares 79 Est. Cost $5160.73 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $426 Shares 930 Est. Cost $371.83 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $423 Shares 1,654 Est. Cost $280.83 Unrealized -12.3%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $413 Shares 4,539 Est. Cost $86.63 Unrealized -5.3%
D DOMINION ENERGY INC 0.0%
Value ($000) $404 Shares 7,230 Est. Cost $58.29 Unrealized -13.2%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $403 Shares 1,198 Est. Cost $286.25 Unrealized +11.8%
GLD SPDR GOLD TR 0.0%
Value ($000) $402 Shares 2,192 Est. Cost $162.14 Unrealized
DE DEERE & CO 0.0%
Value ($000) $401 Shares 970 Est. Cost $368.53 Unrealized +7.7%
ASML ASML HOLDING N V 0.0%
Value ($000) $391 Shares 575 Est. Cost $604.69 Unrealized
IEI ISHARES TR 0.0%
Value ($000) $352 Shares 2,996 Est. Cost $127.26 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $348 Shares 1,524 Est. Cost $228.84 Unrealized -4.8%
IBB ISHARES TR 0.0%
Value ($000) $347 Shares 2,687 Est. Cost $117.53 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $341 Shares 1,607 Est. Cost $188.95 Unrealized +14.7%
BLACKROCK INC 0.0%
Value ($000) $338 Shares 505 Est. Cost $757.17 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $334 Shares 10,233 Est. Cost $30.48 Unrealized -9.7%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $331 Shares 2,004 Est. Cost $157.33 Unrealized +1.7%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $330 Shares 718 Est. Cost $469.47 Unrealized -3.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $327 Shares 4,718 Est. Cost $51.85 Unrealized +18.6%
FTNT FORTINET INC 0.0%
Value ($000) $319 Shares 4,803 Est. Cost $59.39 Unrealized -4.3%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $313 Shares 7,220 Est. Cost $40.30 Unrealized +3.3%
WMT WALMART INC 0.0%
Value ($000) $303 Shares 2,058 Est. Cost $43.64 Unrealized +4.9%
EFG ISHARES TR 0.0%
Value ($000) $300 Shares 3,200 Est. Cost $105.97 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $299 Shares 1,795 Est. Cost $151.85 Unrealized +4.7%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $295 Shares 866 Est. Cost $152.23 Unrealized +8.2%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $294 Shares 3,916 Est. Cost $63.40 Unrealized +9.8%
O REALTY INCOME CORP 0.0%
Value ($000) $282 Shares 4,460 Est. Cost $55.33 Unrealized -0.3%
MRNA MODERNA INC 0.0%
Value ($000) $270 Shares 1,759 Est. Cost $107.33 Unrealized +53.7%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $263 Shares 3,440 Est. Cost $79.89 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $261 Shares 153 Est. Cost $15.95 Unrealized +97.0%
ORCL ORACLE CORP 0.0%
Value ($000) $260 Shares 2,798 Est. Cost $73.44 Unrealized +15.5%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $256 Shares 1,050 Est. Cost $197.50 Unrealized +10.2%
TFC TRUIST FINL CORP 0.0%
Value ($000) $255 Shares 7,481 Est. Cost $37.08 Unrealized +0.6%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $247 Shares 3,252 Est. Cost $176.05 Unrealized -56.4%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $241 Shares 2,480 Est. Cost $86.95 Unrealized 0.0%
SO SOUTHERN CO 0.0%
Value ($000) $238 Shares 3,425 Est. Cost $46.11 Unrealized +31.6%
EBAY EBAY INC. 0.0%
Value ($000) $238 Shares 5,361 Est. Cost $38.98 Unrealized +11.1%
ECL ECOLAB INC 0.0%
Value ($000) $237 Shares 1,433 Est. Cost $141.81 Unrealized +6.5%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $234 Shares 4,901 Est. Cost $44.81 Unrealized
WTS WATTS WATER TECHNOLOGIES INC 0.0%
Value ($000) $234 Shares 1,389 Est. Cost $144.08 Unrealized +14.4%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $232 Shares 1,886 Est. Cost $106.08 Unrealized +5.5%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $231 Shares 707 Est. Cost $318.35 Unrealized +1.7%
CI THE CIGNA GROUP 0.0%
Value ($000) $229 Shares 896 Est. Cost $200.81 Unrealized +37.5%
T AT&T INC 0.0%
Value ($000) $228 Shares 11,870 Est. Cost $15.11 Unrealized +8.3%
NFLX NETFLIX INC 0.0%
Value ($000) $228 Shares 661 Est. Cost $28.05 Unrealized +18.0%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $226 Shares 621 Est. Cost $357.45 Unrealized 0.0%
IWD ISHARES TR 0.0%
Value ($000) $221 Shares 1,454 Est. Cost $163.57 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $221 Shares 982 Est. Cost $226.28 Unrealized -1.5%
IWF ISHARES TR 0.0%
Value ($000) $218 Shares 894 Est. Cost $235.92 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $203 Shares 5,232 Est. Cost $31.18 Unrealized +4.9%
IWV ISHARES TR 0.0%
Value ($000) $201 Shares 855 Est. Cost $235.41 Unrealized