First Dallas Securities Inc. Top Holdings and 13F Report (2025) About First Dallas Securities Inc.Investment ActivityFirst Dallas Securities Inc. has $239.31 million in total holdings as of March 31, 2025.First Dallas Securities Inc. owns shares of 113 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 5.56% of the portfolio was purchased this quarter.About 6.85% of the portfolio was sold this quarter.This quarter, First Dallas Securities Inc. has purchased 113 new stocks and bought additional shares in 39 stocks.First Dallas Securities Inc. sold shares of 44 stocks and completely divested from 10 stocks this quarter.Largest Holdings Texas Pacific Land $33,280,000NVIDIA $22,745,000Apple $15,954,000ONEOK $7,248,000Amazon.com $6,860,000 Largest New Holdings this Quarter 497266106 - Kirby $2,958,000 Holding144285103 - Carpenter Technology $494,000 Holding91879Q109 - Vail Resorts $484,000 HoldingL8681T102 - Spotify Technology $411,000 Holding75513E101 - RTX $355,000 Holding Largest Purchases this Quarter Kirby 29,285 shares (about $2.96M)ONEOK 9,643 shares (about $956.83K)Meta Platforms 1,345 shares (about $775.17K)Alphabet 4,796 shares (about $741.54K)DraftKings 16,245 shares (about $539.57K) Largest Sales this Quarter Microsoft 3,193 shares (about $1.20M)Alphabet 3,540 shares (about $1.20M)International Business Machines 3,621 shares (about $900.27K)Exxon Mobil 6,278 shares (about $746.64K)Texas Pacific Land 317 shares (about $420.02K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFirst Dallas Securities Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTPLTexas Pacific Land$33,280,000$420,025 ▼-1.2%25,11713.9%EnergyNVDANVIDIA$22,745,000$62,427 ▲0.3%209,8629.5%Computer and TechnologyAAPLApple$15,954,000$92,629 ▲0.6%71,8226.7%Computer and TechnologyOKEONEOK$7,248,000$956,828 ▲15.2%73,0463.0%EnergyAMZNAmazon.com$6,860,000$180,737 ▲2.7%36,0582.9%Retail/WholesaleMSFTMicrosoft$6,458,000$1,198,651 ▼-15.7%17,2032.7%Computer and TechnologyUBERUber Technologies$6,295,000$487,952 ▲8.4%86,3972.6%Computer and TechnologyXOMExxon Mobil$6,020,000$746,643 ▼-11.0%50,6182.5%EnergyMETAMeta Platforms$5,149,000$775,174 ▲17.7%8,9342.2%Computer and TechnologyFCXFreeport-McMoRan$4,299,000$25,179 ▲0.6%113,5411.8%Basic MaterialsWYNNWynn Resorts$4,177,000$262,539 ▼-5.9%50,0211.7%Consumer DiscretionaryABBVAbbVie$3,678,000$150,028 ▼-3.9%17,5531.5%MedicalLLYEli Lilly and Company$3,665,000$351,800 ▲10.6%4,4381.5%MedicalHDHome Depot$3,577,000$18,323 ▼-0.5%9,7611.5%Retail/WholesaleJPMJPMorgan Chase & Co.$3,531,000$31,641 ▲0.9%14,3961.5%FinanceEXPEagle Materials$3,429,000$55,704 ▲1.7%15,4511.4%ConstructionETEnergy Transfer$3,381,000$58,457 ▲1.8%181,8991.4%EnergyIBMInternational Business Machines$3,301,000$900,273 ▼-21.4%13,2771.4%Computer and TechnologyCATCaterpillar$3,250,000$4,617 ▼-0.1%9,8541.4%IndustrialsETDEthan Allen Interiors$3,155,000$204,946 ▼-6.1%113,8871.3%Retail/WholesaleDKNGDraftKings$3,091,000$539,574 ▲21.1%93,0611.3%Consumer DiscretionaryKEXKirby$2,958,000$2,958,000 ▲New Holding29,2851.2%TransportationCHKChesapeake Energy$2,940,000$15,699 ▼-0.5%26,4061.2%EnergyVSTVistra$2,876,000$99,711 ▼-3.4%24,4881.2%UtilitiesBABoeing$2,674,000$35,822 ▲1.4%15,6761.1%AerospaceWMTWalmart$2,598,000$5,355 ▲0.2%29,5971.1%Retail/WholesaleTAT&T$2,593,000$57,299 ▲2.3%91,6841.1%Computer and TechnologyCOSTCostco Wholesale$2,556,000$47,281 ▼-1.8%2,7031.1%Retail/WholesaleDVNDevon Energy$2,097,000$125,370 ▲6.4%56,0670.9%EnergyBACBank of America$2,048,000$25,452 ▼-1.2%49,0840.9%FinanceTSMTaiwan Semiconductor Manufacturing$2,026,000$423,425 ▲26.4%12,2060.8%Computer and TechnologyCLFCleveland-Cliffs$2,016,000$359,565 ▲21.7%245,2400.8%Basic MaterialsSNSharkNinja$1,994,000$52,551 ▲2.7%23,9050.8%Retail/WholesaleAMGNAmgen$1,965,000$295,622 ▼-13.1%6,3080.8%MedicalMRKMerck & Co., Inc.$1,855,000$60,325 ▼-3.1%20,6640.8%MedicalJNJJohnson & Johnson$1,854,000$141,633 ▼-7.1%11,1790.8%MedicalXELXcel Energy$1,839,000$8,213 ▼-0.4%25,9740.8%UtilitiesCSWCCapital Southwest$1,605,000$107,491 ▲7.2%71,9250.7%FinanceGOOGLAlphabet$1,499,000$741,537 ▲97.9%9,6950.6%Computer and TechnologySCHWCharles Schwab$1,442,000$31,162 ▼-2.1%18,4170.6%FinanceHRHealthcare Realty Trust$1,424,0000.0%84,2500.6%FinanceAXPAmerican Express$1,389,000$67,270 ▼-4.6%5,1620.6%FinanceWFCWells Fargo & Company$1,384,000$208,411 ▲17.7%19,2780.6%FinanceCMCCommercial Metals$1,375,000$8,926 ▼-0.6%29,8850.6%Basic MaterialsVZVerizon Communications$1,328,000$318 ▲0.0%29,2670.6%Computer and TechnologyAEPAmerican Electric Power$1,292,000$22,071 ▲1.7%11,8250.5%UtilitiesMUMicron Technology$1,271,000$54,732 ▲4.5%14,6300.5%Computer and TechnologyUPSUnited Parcel Service$1,256,000$11,217 ▲0.9%11,4210.5%TransportationDUKDuke Energy$1,227,0000.0%10,0590.5%UtilitiesCCitigroup$1,170,000$441,270 ▲60.6%16,4840.5%FinanceBANCBanc of California$1,106,0000.0%77,9750.5%FinanceMTZMasTec$1,033,000$145,904 ▲16.4%8,8500.4%ConstructionMMM3M$1,005,000$220,087 ▼-18.0%6,8450.4%Multi-Sector ConglomeratesABNBAirbnb$983,0000.0%8,2300.4%Consumer DiscretionaryBXBlackstone$925,000$204,157 ▼-18.1%6,6150.4%FinanceWHRWhirlpool$881,000$148,711 ▲20.3%9,7750.4%Consumer DiscretionaryGOOGAlphabet$877,000$39,047 ▲4.7%5,6150.4%Computer and TechnologyKOCoca-Cola$868,000$14,538 ▲1.7%12,1200.4%Consumer StaplesMCDMcDonald's$867,000$31,243 ▼-3.5%2,7750.4%Retail/WholesaleBRK.BBerkshire Hathaway$853,0000.0%1,6020.4%FinanceBRK.ABerkshire Hathaway$798,0000.0%10.3%FinanceHPEHewlett Packard Enterprise$793,000$318,200 ▲67.0%51,3730.3%Computer and TechnologyATOAtmos Energy$742,000$3,246 ▼-0.4%4,8000.3%UtilitiesPERMIAN RESOURCES CORP$714,000$20,409 ▼-2.8%51,5670.3%CLASS A COMGSThe Goldman Sachs Group$688,0000.0%1,2600.3%FinanceSOSouthern$645,0000.0%7,0200.3%UtilitiesONONON$628,000$74,490 ▲13.5%14,2900.3%Retail/WholesaleFDXFedEx$620,000$165,854 ▼-21.1%2,5420.3%TransportationGOOGAlphabet$617,000$1,196,811 ▼-66.0%1,8250.3%Computer and TechnologyMSMorgan Stanley$591,0000.0%5,0620.2%FinanceNCLHNorwegian Cruise Line$590,000$82,524 ▼-12.3%31,1000.2%Consumer DiscretionaryPALANTIR TECHNOLOGIES INC$576,000$288,802 ▲100.6%6,8190.2%CL AAEEAmeren$575,0000.0%5,7250.2%UtilitiesMTDRMatador Resources$569,000$358 ▲0.1%11,1380.2%EnergyPANWPalo Alto Networks$539,000$187,627 ▼-25.8%3,1600.2%Computer and TechnologySPGSimon Property Group$515,0000.0%3,1000.2%FinanceHONHoneywell International$498,0000.0%2,3500.2%Multi-Sector ConglomeratesCRSCarpenter Technology$494,000$494,000 ▲New Holding2,7250.2%Basic MaterialsPTLOPortillo's$490,000$23,758 ▼-4.6%41,2500.2%Retail/WholesaleCFRCullen/Frost Bankers$486,000$18,798 ▼-3.7%3,8780.2%FinanceMTNVail Resorts$484,000$484,000 ▲New Holding3,0250.2%Consumer DiscretionaryCVXChevron$481,000$4,854 ▲1.0%2,8740.2%EnergyISRGIntuitive Surgical$446,0000.0%9000.2%MedicalNFLXNetflix$429,0000.0%4600.2%Consumer DiscretionarySPOTSpotify Technology$411,000$411,000 ▲New Holding7480.2%Business ServicesPEPPepsiCo$410,000$16,958 ▼-4.0%2,7320.2%Consumer StaplesCOPConocoPhillips$409,000$6,820 ▼-1.6%3,8980.2%EnergyFANGDiamondback Energy$406,000$60,740 ▼-13.0%2,5400.2%EnergyLIFE360 INC$401,0000.0%10,4500.2%COMDEDeere & Company$394,0000.0%8400.2%IndustrialsLUVSouthwest Airlines$367,000$73,904 ▼-16.8%10,9250.2%TransportationRTXRTX$355,000$355,000 ▲New Holding2,6770.1%AerospaceAVGOBroadcom$352,0000.0%2,1000.1%Computer and TechnologyGMREGlobal Medical REIT$333,000$122,684 ▼-26.9%38,0000.1%FinanceDELLDell Technologies$328,000$31,933 ▼-8.9%3,5950.1%Computer and TechnologyTFCTruist Financial$328,000$113,756 ▲53.1%7,9610.1%FinanceFOURShift4 Payments$327,000$108,319 ▼-24.9%4,0000.1%Business ServicesSTKLSunOpta$326,000$97,313 ▲42.6%67,0000.1%Consumer StaplesORCLOracle$322,0000.0%2,3000.1%Computer and TechnologyTSLATesla$321,000$321,000 ▲New Holding1,2400.1%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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