SFMG, LLC
CIK 1512026
13F filing for Q2 2026・No. 1,860
- Holdings
- US$1.66B
- Quarter change
- +US$183.74M
- Entries
- 350
- Net bought (estimate)
- +US$29.47M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 36
- Sold out 15
- Cut 92
- Added 152
- Corporate actions 2
- Unchanged 54
Largest holdings
334 stocks worth US$1.64B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ATOATMOS ENERGY CORPCOM | Added | 1,060,369 | US$182.67M | 11.13% |
| PACER FDS TRTRENDP US LAR CP | Added | 2,648,509 | US$154.3M | 9.40% |
| INVESCO EXCHANGE TRADED FD TS&P500 QUALITY | Added | 1,710,162 | US$154.09M | 9.39% |
| GOLDMAN SACHS ETF TRACTIVEBETA US LG | Added | 870,472 | US$123.51M | 7.53% |
| SPDR SERIES TRUSTST STR MSCI USAQ | Added | 560,714 | US$104.78M | 6.38% |
| VANECK ETF TRUSTMRNGSTR WDE MOAT | Added | 681,430 | US$70.84M | 4.32% |
| AAPLAppleCOM | Added | 232,048 | US$67.15M | 4.09% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Cut | 109,129 | US$54.61M | 3.33% |
| IVVISHARES TRCORE S&P500 ETF | Cut | 50,917 | US$38.13M | 2.32% |
| AMATAPPLIED MATLS INCCOM | Cut | 49,474 | US$35.77M | 2.18% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.