SFMG, LLC: 13F holdings
CIK 15120262026Q2
| Positions | 334 |
|---|
| Reported value | $1.7bn |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 334 (+19 vs prior quarter) |
|---|
| Reported value | $1.7bn (+12.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ATO ATMOS ENERGY CORP | 1,060,369 | $182.7m | 11.0% |
| PTLC PACER FDS TR | 2,648,509 | $154.3m | 9.3% |
| SPHQ INVESCO EXCHANGE TRADED FD T | 1,710,162 | $154.1m | 9.3% |
| GSLC GOLDMAN SACHS ETF TR | 870,472 | $123.5m | 7.4% |
| QUS SPDR SERIES TRUST | 560,714 | $104.8m | 6.3% |
| MOAT VANECK ETF TRUST | 681,430 | $70.8m | 4.3% |
| AAPL APPLE INC | 232,048 | $67.1m | 4.0% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 109,129 | $54.6m | 3.3% |
| IVV ISHARES TR | 50,917 | $38.1m | 2.3% |
| AMAT APPLIED MATLS INC | 49,474 | $35.8m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1512026")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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