AiSiWhale

AI & tech investing

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.

StockThis quarterValueWeight
ATOATMOS ENERGY CORPCOMAddedUS$182.67M11.13%
PACER FDS TRTRENDP US LAR CPAddedUS$154.3M9.40%
INVESCO EXCHANGE TRADED FD TS&P500 QUALITYAddedUS$154.09M9.39%
GOLDMAN SACHS ETF TRACTIVEBETA US LGAddedUS$123.51M7.53%
SPDR SERIES TRUSTST STR MSCI USAQAddedUS$104.78M6.38%
VANECK ETF TRUSTMRNGSTR WDE MOATAddedUS$70.84M4.32%
AAPLAppleCOMAddedUS$67.15M4.09%
BRK.BBERKSHIRE HATHAWAY INC DELCL B NEWCutUS$54.61M3.33%
IVVISHARES TRCORE S&P500 ETFCutUS$38.13M2.32%
AMATAPPLIED MATLS INCCOMCutUS$35.77M2.18%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.