FULTON BREAKEFIELD BROENNIMAN LLC Diversified Active

CIK: 0001119254 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 19, 2023

Total Value ($000): $1,209,067 (100.0% shares, 0.0% debt)

Holdings (171)

AAPL APPLE INC 5.5%
Value ($000) $66,280 Shares 341,704 Est. Cost $148.51 Unrealized +15.9%
MSFT MICROSOFT CORP 5.5%
Value ($000) $66,047 Shares 193,947 Est. Cost $93.51 Unrealized +228.5%
IVV ISHARES TR 3.5%
Value ($000) $41,797 Shares 93,775 Est. Cost $359.82 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 3.0%
Value ($000) $36,526 Shares 107,116 Est. Cost $313.43 Unrealized +4.1%
AGG ISHARES TR 2.9%
Value ($000) $35,460 Shares 362,024 Est. Cost $113.30 Unrealized
UNH UNITEDHEALTH GROUP INC 2.6%
Value ($000) $30,844 Shares 64,173 Est. Cost $172.07 Unrealized +170.2%
GOOGL ALPHABET INC 2.6%
Value ($000) $30,843 Shares 257,666 Est. Cost $106.77 Unrealized +7.0%
IJH ISHARES TR 2.5%
Value ($000) $30,114 Shares 115,168 Est. Cost $222.90 Unrealized
PGR PROGRESSIVE CORP 2.4%
Value ($000) $28,916 Shares 218,448 Est. Cost $73.04 Unrealized +67.8%
V VISA INC 2.3%
Value ($000) $28,194 Shares 118,720 Est. Cost $99.64 Unrealized +125.3%
AMZN AMAZON COM INC 2.3%
Value ($000) $27,708 Shares 212,548 Est. Cost $120.50 Unrealized -5.2%
LLY LILLY ELI & CO 2.2%
Value ($000) $26,940 Shares 57,443 Est. Cost $129.85 Unrealized +216.9%
LOW LOWES COS INC 2.1%
Value ($000) $25,990 Shares 115,153 Est. Cost $62.75 Unrealized +215.2%
DHR DANAHER CORPORATION 2.0%
Value ($000) $24,368 Shares 101,533 Est. Cost $88.08 Unrealized +137.0%
NEE NEXTERA ENERGY INC 2.0%
Value ($000) $23,717 Shares 319,639 Est. Cost $58.45 Unrealized +19.8%
IWM ISHARES TR 2.0%
Value ($000) $23,599 Shares 126,018 Est. Cost $176.98 Unrealized
CWB SPDR SER TR 1.9%
Value ($000) $23,553 Shares 336,718 Est. Cost $58.90 Unrealized
JNJ JOHNSON & JOHNSON 1.8%
Value ($000) $21,755 Shares 131,433 Est. Cost $90.97 Unrealized +63.7%
MCD MCDONALDS CORP 1.6%
Value ($000) $19,700 Shares 66,017 Est. Cost $169.41 Unrealized +61.2%
LQD ISHARES TR 1.6%
Value ($000) $19,313 Shares 178,589 Est. Cost $128.09 Unrealized
LIN LINDE PLC 1.6%
Value ($000) $19,152 Shares 50,256 Est. Cost $322.30 Unrealized +9.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.5%
Value ($000) $18,723 Shares 185,520 Est. Cost $77.24 Unrealized
ACN ACCENTURE PLC IRELAND 1.5%
Value ($000) $18,574 Shares 60,193 Est. Cost $163.40 Unrealized +71.2%
ROP ROPER TECHNOLOGIES INC 1.5%
Value ($000) $18,496 Shares 38,469 Est. Cost $257.37 Unrealized +73.0%
SPY SPDR S&P 500 ETF TR 1.5%
Value ($000) $18,345 Shares 41,384 Est. Cost $336.94 Unrealized
SJNK SPDR SER TR 1.4%
Value ($000) $17,129 Shares 693,474 Est. Cost $26.92 Unrealized
CHD CHURCH & DWIGHT CO INC 1.3%
Value ($000) $16,236 Shares 161,990 Est. Cost $47.92 Unrealized +90.5%
AMT AMERICAN TOWER CORP NEW 1.3%
Value ($000) $15,855 Shares 81,750 Est. Cost $133.74 Unrealized +33.1%
PNC PNC FINL SVCS GROUP INC 1.3%
Value ($000) $15,391 Shares 122,202 Est. Cost $86.69 Unrealized +27.4%
TIP ISHARES TR 1.3%
Value ($000) $15,196 Shares 141,199 Est. Cost $120.57 Unrealized
XEL XCEL ENERGY INC 1.2%
Value ($000) $14,778 Shares 237,700 Est. Cost $49.50 Unrealized +22.8%
PEP PEPSICO INC 1.2%
Value ($000) $14,275 Shares 77,072 Est. Cost $69.74 Unrealized +144.6%
PFF ISHARES TR 1.2%
Value ($000) $14,126 Shares 456,702 Est. Cost $38.09 Unrealized
UNP UNION PAC CORP 1.2%
Value ($000) $14,089 Shares 68,852 Est. Cost $99.94 Unrealized +87.1%
DEO DIAGEO PLC 1.2%
Value ($000) $13,935 Shares 80,324 Est. Cost $176.79 Unrealized
CRM SALESFORCE INC 1.1%
Value ($000) $13,251 Shares 62,725 Est. Cost $181.25 Unrealized +11.3%
IJR ISHARES TR 1.1%
Value ($000) $13,212 Shares 132,588 Est. Cost $97.10 Unrealized
EXR EXTRA SPACE STORAGE INC 1.1%
Value ($000) $13,143 Shares 88,295 Est. Cost $139.20 Unrealized -3.9%
ADBE ADOBE SYSTEMS INCORPORATED 1.1%
Value ($000) $13,099 Shares 26,788 Est. Cost $407.93 Unrealized -1.2%
ABBV ABBVIE INC 1.1%
Value ($000) $13,063 Shares 96,958 Est. Cost $91.31 Unrealized +46.4%
HON HONEYWELL INTL INC 1.1%
Value ($000) $12,818 Shares 61,772 Est. Cost $125.28 Unrealized +40.1%
CVX CHEVRON CORP NEW 1.0%
Value ($000) $12,675 Shares 80,554 Est. Cost $78.00 Unrealized +83.6%
TJX TJX COS INC NEW 1.0%
Value ($000) $12,511 Shares 147,551 Est. Cost $48.10 Unrealized +58.3%
MRSH MARSH & MCLENNAN COS INC 1.0%
Value ($000) $12,032 Shares 63,971 Est. Cost $159.08 Unrealized +7.1%
TXN TEXAS INSTRS INC 1.0%
Value ($000) $11,946 Shares 66,358 Est. Cost $168.92 Unrealized -5.8%
RTX RAYTHEON TECHNOLOGIES CORP 1.0%
Value ($000) $11,917 Shares 121,651 Est. Cost $88.60 Unrealized +4.2%
HRB BLOCK H & R INC 1.0%
Value ($000) $11,761 Shares 369,016 Est. Cost $27.71 Unrealized +7.8%
ADP AUTOMATIC DATA PROCESSING IN 0.8%
Value ($000) $9,831 Shares 44,729 Est. Cost $203.27 Unrealized 0.0%
NKE NIKE INC 0.6%
Value ($000) $7,646 Shares 69,273 Est. Cost $63.80 Unrealized +74.5%
IEF ISHARES TR 0.6%
Value ($000) $7,598 Shares 78,650 Est. Cost $113.39 Unrealized
TSLA TESLA INC 0.6%
Value ($000) $7,591 Shares 28,999 Est. Cost $264.83 Unrealized -24.5%
VIG VANGUARD SPECIALIZED FUNDS 0.6%
Value ($000) $7,352 Shares 45,264 Est. Cost $168.96 Unrealized
ISHARES TR 0.6%
Value ($000) $7,322 Shares 297,392 Est. Cost $25.93 Unrealized
ISHARES TR 0.6%
Value ($000) $7,233 Shares 296,664 Est. Cost $26.23 Unrealized
ALB ALBEMARLE CORP 0.6%
Value ($000) $7,005 Shares 31,398 Est. Cost $224.09 Unrealized -12.5%
ISHARES TR 0.6%
Value ($000) $6,882 Shares 272,130 Est. Cost $25.88 Unrealized
EL LAUDER ESTEE COS INC 0.6%
Value ($000) $6,760 Shares 34,423 Est. Cost $206.84 Unrealized -2.5%
IBDR ISHARES TR 0.5%
Value ($000) $6,052 Shares 257,880 Est. Cost $25.59 Unrealized
OEF ISHARES TR 0.5%
Value ($000) $6,027 Shares 29,107 Est. Cost $219.12 Unrealized
MUB ISHARES TR 0.5%
Value ($000) $5,589 Shares 52,363 Est. Cost $114.29 Unrealized
IJK ISHARES TR 0.4%
Value ($000) $4,404 Shares 58,718 Est. Cost $110.54 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $4,359 Shares 29,128 Est. Cost $106.26 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value ($000) $3,375 Shares 73,084 Est. Cost $47.35 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $3,011 Shares 8,150 Est. Cost $282.19 Unrealized
SCHP SCHWAB STRATEGIC TR 0.2%
Value ($000) $2,529 Shares 48,229 Est. Cost $62.81 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $2,419 Shares 22,559 Est. Cost $61.70 Unrealized +61.5%
IBDS ISHARES TR 0.2%
Value ($000) $2,369 Shares 100,882 Est. Cost $24.27 Unrealized
DVY ISHARES TR 0.2%
Value ($000) $2,032 Shares 17,933 Est. Cost $99.05 Unrealized
IWR ISHARES TR 0.2%
Value ($000) $1,894 Shares 25,939 Est. Cost $48.39 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,853 Shares 45,557 Est. Cost $49.60 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $1,838 Shares 8,277 Est. Cost $221.96 Unrealized -3.7%
ENPH ENPHASE ENERGY INC 0.1%
Value ($000) $1,732 Shares 10,341 Est. Cost $211.24 Unrealized -15.4%
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1,703 Shares 22,521 Est. Cost $73.69 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $1,530 Shares 10,080 Est. Cost $108.20 Unrealized +30.6%
SCHM SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,517 Shares 21,364 Est. Cost $52.73 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1,510 Shares 2,805 Est. Cost $364.23 Unrealized +33.7%
GOOG ALPHABET INC 0.1%
Value ($000) $1,467 Shares 12,126 Est. Cost $109.21 Unrealized +5.2%
IBDT ISHARES TR 0.1%
Value ($000) $1,435 Shares 58,578 Est. Cost $24.36 Unrealized
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $1,405 Shares 7,650 Est. Cost $114.10 Unrealized +48.1%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,354 Shares 7,788 Est. Cost $74.14 Unrealized
IWN ISHARES TR 0.1%
Value ($000) $1,249 Shares 8,870 Est. Cost $133.41 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $1,156 Shares 2,536 Est. Cost $326.24 Unrealized +33.0%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $1,154 Shares 8,360 Est. Cost $110.64 Unrealized +13.7%
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,132 Shares 25,845 Est. Cost $59.90 Unrealized
SHYG ISHARES TR 0.1%
Value ($000) $1,122 Shares 27,060 Est. Cost $41.45 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $1,113 Shares 9,645 Est. Cost $65.26 Unrealized +60.1%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $1,106 Shares 7,607 Est. Cost $105.75 Unrealized +22.6%
ABT ABBOTT LABS 0.1%
Value ($000) $1,088 Shares 9,978 Est. Cost $105.65 Unrealized -4.0%
IWO ISHARES TR 0.1%
Value ($000) $1,086 Shares 4,474 Est. Cost $197.78 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $1,044 Shares 4,739 Est. Cost $201.47 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $1,036 Shares 3,395 Est. Cost $214.99 Unrealized +30.9%
KO COCA COLA CO 0.1%
Value ($000) $979 Shares 16,258 Est. Cost $36.81 Unrealized +55.8%
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $908 Shares 17,346 Est. Cost $45.15 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $789 Shares 2,541 Est. Cost $222.51 Unrealized +24.2%
ETN EATON CORP PLC 0.1%
Value ($000) $774 Shares 3,848 Est. Cost $170.34 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $711 Shares 7,921 Est. Cost $78.08 Unrealized +9.1%
USIG ISHARES TR 0.1%
Value ($000) $706 Shares 14,086 Est. Cost $50.09 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $691 Shares 1,633 Est. Cost $25.27 Unrealized +31.3%
SNPS SYNOPSYS INC 0.1%
Value ($000) $684 Shares 1,570 Est. Cost $253.95 Unrealized +58.6%
CAT CATERPILLAR INC 0.1%
Value ($000) $674 Shares 2,739 Est. Cost $196.17 Unrealized +9.0%
CLX CLOROX CO DEL 0.1%
Value ($000) $670 Shares 4,214 Est. Cost $87.99 Unrealized +67.7%
SEDG SOLAREDGE TECHNOLOGIES INC 0.1%
Value ($000) $642 Shares 2,386 Est. Cost $285.37 Unrealized +0.5%
DIS DISNEY WALT CO 0.1%
Value ($000) $628 Shares 7,033 Est. Cost $141.53 Unrealized -34.6%
IWB ISHARES TR 0.1%
Value ($000) $627 Shares 2,572 Est. Cost $192.06 Unrealized
BA BOEING CO 0.0%
Value ($000) $598 Shares 2,832 Est. Cost $147.52 Unrealized +40.8%
CSCO CISCO SYS INC 0.0%
Value ($000) $582 Shares 11,250 Est. Cost $30.22 Unrealized +50.6%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $563 Shares 7,723 Est. Cost $32.74 Unrealized +109.3%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $563 Shares 1,647 Est. Cost $280.83 Unrealized +7.7%
SBUX STARBUCKS CORP 0.0%
Value ($000) $543 Shares 5,478 Est. Cost $83.01 Unrealized +17.2%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $523 Shares 4,595 Est. Cost $93.61 Unrealized +11.1%
QCOM QUALCOMM INC 0.0%
Value ($000) $523 Shares 4,390 Est. Cost $140.20 Unrealized -22.7%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $514 Shares 1,117 Est. Cost $338.42 Unrealized +27.5%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $513 Shares 4,413 Est. Cost $104.70 Unrealized +3.5%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $507 Shares 5,655 Est. Cost $47.64 Unrealized +55.0%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $466 Shares 1,195 Est. Cost $286.25 Unrealized +14.7%
PLD PROLOGIS INC. 0.0%
Value ($000) $459 Shares 3,740 Est. Cost $89.54 Unrealized +26.0%
PFE PFIZER INC 0.0%
Value ($000) $449 Shares 12,253 Est. Cost $18.79 Unrealized +76.7%
NVR NVR INC 0.0%
Value ($000) $438 Shares 69 Est. Cost $5160.73 Unrealized +12.8%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $433 Shares 905 Est. Cost $371.83 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $432 Shares 7,220 Est. Cost $40.30 Unrealized +19.4%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $430 Shares 824 Est. Cost $616.28 Unrealized -13.1%
ASML ASML HOLDING N V 0.0%
Value ($000) $407 Shares 561 Est. Cost $604.69 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $392 Shares 2,197 Est. Cost $162.14 Unrealized
DE DEERE & CO 0.0%
Value ($000) $385 Shares 951 Est. Cost $368.53 Unrealized -0.2%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $384 Shares 4,560 Est. Cost $86.63 Unrealized -7.7%
ZTS ZOETIS INC 0.0%
Value ($000) $379 Shares 2,199 Est. Cost $154.84 Unrealized +8.6%
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $373 Shares 4,957 Est. Cost $85.20 Unrealized
MMM 3M CO 0.0%
Value ($000) $372 Shares 3,714 Est. Cost $118.04 Unrealized -34.3%
FTNT FORTINET INC 0.0%
Value ($000) $365 Shares 4,830 Est. Cost $59.39 Unrealized +14.5%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $355 Shares 4,692 Est. Cost $78.74 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $353 Shares 6,818 Est. Cost $58.29 Unrealized -18.4%
BLACKROCK INC 0.0%
Value ($000) $352 Shares 510 Est. Cost $757.17 Unrealized
IEI ISHARES TR 0.0%
Value ($000) $345 Shares 2,996 Est. Cost $127.26 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $344 Shares 10,298 Est. Cost $30.48 Unrealized +0.8%
IBB ISHARES TR 0.0%
Value ($000) $343 Shares 2,699 Est. Cost $117.53 Unrealized
WMT WALMART INC 0.0%
Value ($000) $342 Shares 2,176 Est. Cost $43.93 Unrealized +11.4%
ORCL ORACLE CORP 0.0%
Value ($000) $333 Shares 2,798 Est. Cost $73.44 Unrealized +36.7%
ARISTA NETWORKS INC 0.0%
Value ($000) $327 Shares 2,015 Est. Cost $162.06 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $326 Shares 2,438 Est. Cost $108.04 Unrealized +9.3%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $318 Shares 715 Est. Cost $469.47 Unrealized -5.7%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $314 Shares 147 Est. Cost $15.95 Unrealized +148.1%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $314 Shares 848 Est. Cost $152.23 Unrealized +4.8%
EFG ISHARES TR 0.0%
Value ($000) $305 Shares 3,199 Est. Cost $105.97 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $302 Shares 686 Est. Cost $28.37 Unrealized +29.8%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $302 Shares 1,332 Est. Cost $188.95 Unrealized +6.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $300 Shares 4,690 Est. Cost $51.85 Unrealized +13.7%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $296 Shares 1,698 Est. Cost $157.33 Unrealized -0.7%
IBDU ISHARES TR 0.0%
Value ($000) $295 Shares 13,160 Est. Cost $22.45 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $289 Shares 3,750 Est. Cost $63.40 Unrealized +15.0%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $281 Shares 1,943 Est. Cost $106.55 Unrealized +14.7%
O REALTY INCOME CORP 0.0%
Value ($000) $270 Shares 4,516 Est. Cost $55.29 Unrealized -4.9%
USB US BANCORP DEL 0.0%
Value ($000) $267 Shares 8,076 Est. Cost $34.88 Unrealized -18.6%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $266 Shares 1,000 Est. Cost $226.35 Unrealized +1.6%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $262 Shares 1,049 Est. Cost $197.50 Unrealized +11.2%
WTS WATTS WATER TECHNOLOGIES INC 0.0%
Value ($000) $255 Shares 1,389 Est. Cost $144.08 Unrealized +16.1%
SPIP SPDR SER TR 0.0%
Value ($000) $252 Shares 9,758 Est. Cost $25.84 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $250 Shares 892 Est. Cost $200.81 Unrealized +23.5%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $249 Shares 633 Est. Cost $357.68 Unrealized +3.4%
SO SOUTHERN CO 0.0%
Value ($000) $243 Shares 3,460 Est. Cost $46.31 Unrealized +41.0%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $242 Shares 2,474 Est. Cost $86.95 Unrealized -2.8%
EBAY EBAY INC. 0.0%
Value ($000) $240 Shares 5,371 Est. Cost $38.98 Unrealized +8.4%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $236 Shares 1,780 Est. Cost $132.73 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $227 Shares 702 Est. Cost $318.35 Unrealized -3.3%
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $224 Shares 2,921 Est. Cost $64.08 Unrealized 0.0%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $221 Shares 4,275 Est. Cost $44.81 Unrealized
IWV ISHARES TR 0.0%
Value ($000) $218 Shares 855 Est. Cost $235.41 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $216 Shares 540 Est. Cost $357.76 Unrealized 0.0%
MRNA MODERNA INC 0.0%
Value ($000) $213 Shares 1,755 Est. Cost $107.33 Unrealized +24.3%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $213 Shares 3,185 Est. Cost $176.05 Unrealized -61.4%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $200 Shares 668 Est. Cost $265.26 Unrealized 0.0%
T AT&T INC 0.0%
Value ($000) $195 Shares 12,251 Est. Cost $15.10 Unrealized -2.0%