First Dallas Securities Inc. 13F Holdings

CIK 0001378559 · DALLAS, TX

As of Sep 30, 2025, First Dallas Securities Inc. reported 113 positions worth $266.9M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology208,002$38.8M14.54%
TEXAS PACIFIC LAND CORPTPLEnergy21,816$20.4M7.63%
APPLE INCAAPLTechnology68,667 7.5M6.55%
AMAZON.COM INCAMZNEquity40,426$8.9M3.33%
MICROSOFT CORPMSFTTechnology16,919$8.8M3.28%
UBER TECHNOLOGIES INCUBERTechnology77,527$7.6M2.85%
BOEING COBAIndustrials31,557$6.8M2.55%
META PLATFORMS INCMETACommunication Services9,105$6.7M2.50%
EXXON MOBIL CORPXOMEnergy47,624$5.4M2.01%
ONEOK INCOKEEnergy73,113$5.3M2.00%
FREEPORT-MCMORAN INCFCXBasic Materials126,844$5.0M1.86%
CATERPILLAR INCCATIndustrials9,890$4.7M1.77%
ELI LILLY & COLLYHealthcare5,943$4.5M1.70%
JPMORGAN CHASE & COJPMFinancial Services13,816$4.4M1.63%
HOME DEPOT INCHDConsumer Cyclical10,084$4.1M1.53%
EAGLE MATERIALS INCEXPBasic Materials16,482$3.8M1.44%
ABBVIE INCABBVEquity16,372$3.8M1.42%
DRAFTKINGS INCDKNGConsumer Cyclical100,911$3.8M1.41%
CLEVELAND-CLIFFS INCCLFBasic Materials295,800$3.6M1.35%
ETHAN ALLEN INTERIORS INCETDConsumer Cyclical118,151$3.5M1.30%
VISTRA CORPVSTUtilities17,499$3.4M1.28%
SHARKNINJA INCSNConsumer Cyclical31,625$3.3M1.22%
MILLROSE PROPERTIES INCMRPReal Estate92,299$3.1M1.16%
WALMART INCWMTConsumer Defensive29,604$3.1M1.14%
KIRBY CORPKEXIndustrials36,525$3.0M1.14%