First Dallas Securities Inc.

Est. AUM

$270.3M

13F long equity, this entity only

Positions

118

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Nvidia Corporation	COM	$36.0M	206615	13.33%	SOLE
2	Texas Pacific Land Corporation	COM	$28.3M	59555	10.45%	SOLE
3	Apple Inc	COM	$17.0M	67171	6.31%	SOLE
4	Amazon.Com Inc	COM	$8.3M	39696	3.06%	SOLE
5	Exxon Mobile Corp	COM	$7.5M	44390	2.79%	SOLE
6	Freeport-Mcmoran Inc Cl B	COM	$7.3M	124683	2.71%	SOLE
7	Oneok Inc	COM	$6.5M	71619	2.39%	SOLE
8	Boeing Co	COM	$6.5M	32437	2.39%	SOLE
9	Caterpillar Inc	COM	$6.1M	8652	2.27%	SOLE
10	Uber Technologies Inc	COM	$5.6M	77215	2.05%	SOLE
11	Eli Lilly & Co	COM	$5.0M	5392	1.83%	SOLE
12	Meta Platforms Inc Cl A	COM	$4.7M	8133	1.72%	SOLE
13	Johnson & Johnson	COM	$4.0M	16567	1.50%	SOLE
14	Microsoft Corp	COM	$4.0M	10672	1.46%	SOLE
15	Home Depot Inc	COM	$3.9M	11989	1.46%	SOLE
16	Jpmorgan Chase & Co	COM	$3.9M	13218	1.44%	SOLE
17	Sharkninja Inc	COM	$3.8M	35460	1.39%	SOLE
18	Wal-Mart Inc	COM	$3.5M	27926	1.28%	SOLE
19	Citigroup Inc New	COM	$3.4M	30030	1.26%	SOLE
20	Expand Energy Corporation	COM	$3.4M	31014	1.26%	SOLE
21	Ryman Hospitality Properties I	COM	$3.3M	35916	1.23%	SOLE
22	Eagle Materials Inc	COM	$3.1M	16449	1.15%	SOLE
23	Millrose Properties Inc Cl A	COM	$3.0M	108844	1.13%	SOLE
24	Whirlpool Corp	COM	$3.0M	55112	1.10%	SOLE
25	United Parcel Service Inc Cl B	COM	$2.9M	29834	1.09%	SOLE
26	Micron Technology Inc	COM	$2.7M	7945	0.99%	SOLE
27	Costco Wholesale Corp	COM	$2.5M	2557	0.94%	SOLE
28	Taiwan Semiconductor Mfg Ltd S	ADR	$2.5M	7276	0.91%	SOLE
29	Mastec Inc	COM	$2.4M	7500	0.89%	SOLE
30	Terawulf Inc	COM	$2.2M	153750	0.82%	SOLE
31	At&T Inc	COM	$2.2M	75505	0.81%	SOLE
32	Alphabet Inc Cap Stock Cl C	COM	$2.1M	7410	0.79%	SOLE
33	Draftkings Inc Cl A	COM	$2.1M	96490	0.77%	SOLE
34	Cleveland-Cliffs Inc	COM	$2.0M	241100	0.75%	SOLE
35	Capital Southwest Corp	COM	$2.0M	89691	0.73%	SOLE
36	Xcel Energy Inc Com	COM	$1.8M	23240	0.68%	SOLE
37	First Watch Restaurant Group I	COM	$1.7M	166750	0.65%	SOLE
38	Powell Industries Inc	COM	$1.7M	3151	0.63%	SOLE
39	Kirby Corp	COM	$1.7M	12815	0.63%	SOLE
40	Bank Of America Corp	COM	$1.7M	34283	0.62%	SOLE
41	Wells Fargo Co	COM	$1.6M	19989	0.59%	SOLE
42	Frontview Reit Inc COM	COM	$1.5M	95950	0.55%	SOLE
43	Broadcom Inc	COM	$1.5M	4735	0.54%	SOLE
44	Amgen Inc	COM	$1.5M	4153	0.54%	SOLE
45	Permian Resources Corp Class A	COM	$1.4M	67950	0.54%	SOLE
46	American Electric Power Co Inc	COM	$1.4M	10969	0.53%	SOLE
47	Applied Materials Inc	COM	$1.4M	4175	0.53%	SOLE
48	Commercial Metals Co	COM	$1.4M	22460	0.51%	SOLE
49	American Express Co	COM	$1.3M	4440	0.50%	SOLE
50	Ethan Allen Interiors Inc	COM	$1.3M	59525	0.49%	SOLE

1–50 of 118

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.