Dallas, TXCIK 13785594 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
107 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 204.7K | $38.18M | 14.2% | −3.3K | Reduced |
| 2 | Texas Pacific Land Corporati | 64.7K | $18.57M | 6.9% | +42.8K | Added |
| 3 | Apple Inc | 68.0K | $18.49M | 6.9% | −643 | Reduced |
| 4 | Amazon Com Inc |
| 40.0K |
| $9.23M |
| 3.4% |
| −420 |
| Reduced |
| 5 | Microsoft Corp | 16.3K | $7.89M | 2.9% | −597 | Reduced |
| 6 | Boeing Co | 31.7K | $6.88M | 2.6% | +135 | Added |
| 7 | Freeport-Mcmoran Inc | 132.7K | $6.74M | 2.5% | +5.8K | Added |
| 8 | Uber Technologies Inc | 79.4K | $6.49M | 2.4% | +1.9K | Added |
| 9 | Eli Lilly & Co | 5.8K | $6.18M | 2.3% | −190 | Reduced |
| 10 | Exxon Mobil Corp | 46.6K | $5.61M | 2.1% | −1.0K | Reduced |
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