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Funds / Sfmg, LLC
Institutional Fund

Sfmg, LLC

Plano, TXCIK 15120265 filings on record

Portfolio Value
$1.46B
Q1 2026
Holdings
313
Reported positions
New Buys
24
Opened this quarter
QoQ Change
-2.1%
from $1.49B

Portfolio Value Trend

Reported 13F value by quarter

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Top Allocations

Largest positions by weight

  • Atmos Energy Corp13.4%
  • Pacer Fds Tr9.0%
  • Invesco Exchange Traded Fd T8.7%
  • Goldman Sachs ETF Tr7.3%
  • Spdr Series Trust6.4%
  • Vaneck ETF Trust4.5%
  • Other50.8%

Portfolio Holdings

313 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Atmos Energy Corp1.06M$195.53M13.4%1.8KReduced
2Pacer Fds Tr2.51M$131.53M9.0%+94.3KAdded
3Invesco Exchange Traded Fd T1.69M$126.84M8.7%+18.8KAdded
4Goldman Sachs ETF Tr852.0K$106.61M7.3%+22.9KAdded
5Spdr Series Trust541.6K$92.96M6.4%+14.5KAdded
6Vaneck ETF Trust672.3K$65.01M4.5%+31.5KAdded
7Apple Inc231.9K$58.86M4.0%+8.5KAdded
8Berkshire Hathaway Inc Del111.7K$53.53M3.7%3.6KReduced
9Pacer Fds Tr566.3K$35.42M2.4%384.1KReduced
10Ishares Tr52.5K$34.28M2.3%461Reduced

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