Dallas, TXCIK 19118224 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
27 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Jpmorgan Chase & Co. | 29.1K | $9.16M | 7.1% | −644 | Reduced |
| 2 | Exxon Mobil Corp | 55.9K | $8.03M | 6.2% | −3.9K | Reduced |
| 3 | Expand Energy Corporation | 68.6K | $7.45M | 5.8% | −1.1K | Reduced |
| 4 | Energy Transfer L P |
| 401.6K |
| $7.39M |
| 5.7% |
| −4.9K |
| Reduced |
| 5 | Abbvie Inc | 31.2K | $7.04M | 5.5% | −577 | Reduced |
| 6 | Amazon Com Inc | 28.6K | $6.81M | 5.3% | −453 | Reduced |
| 7 | Occidental Pete Corp | 135.7K | $6.14M | 4.8% | +26.1K | Added |
| 8 | Johnson & Johnson | 26.0K | $6.07M | 4.7% | −3.2K | Reduced |
| 9 | Diamondback Energy Inc | 36.4K | $5.93M | 4.6% | +5.6K | Added |
| 10 | Tjx Cos Inc New | 38.9K | $5.92M | 4.6% | −1.2K | Reduced |
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