First Dallas Securities Inc. Top Holdings and 13F Report (2026) About First Dallas Securities Inc.Investment ActivityFirst Dallas Securities Inc. has $302.57 million in total holdings as of June 30, 2026.First Dallas Securities Inc. owns shares of 125 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Approximately 7.12% of the portfolio was purchased this quarter.About 7.34% of the portfolio was sold this quarter.This quarter, First Dallas Securities Inc. has purchased 118 new stocks and bought additional shares in 37 stocks.First Dallas Securities Inc. sold shares of 57 stocks and completely divested from 12 stocks this quarter.Largest Holdings NVIDIA $41,728,231Texas Pacific Land $25,004,375Apple $19,488,977Amazon.com $10,278,651Caterpillar $8,611,969 Largest New Holdings this Quarter 000361105 - AAR $3,759,774 Holding494368103 - Kimberly-Clark Corp $1,273,374 Holding02079K305 - Alphabet $1,099,992 Holding670100205 - Novo Nordisk A/S $1,005,151 Holding892356106 - Tractor Supply $766,542 Holding Largest Purchases this Quarter AAR 26,305 shares (about $3.76M)Kimberly-Clark Corp 11,600 shares (about $1.27M)Viking Holdings Ltd 11,400 shares (about $1.19M)Alphabet 3,078 shares (about $1.10M)Powell Industries 3,699 shares (about $1.06M) Largest Sales this Quarter Micron Technology 2,250 shares (about $2.60M)Eli Lilly and Company 1,033 shares (about $1.24M)Texas Pacific Land 2,420 shares (about $1.06M)Whirlpool 25,955 shares (about $1.02M)DraftKings 39,650 shares (about $1.00M) 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 PortfolioSectorNVDANVIDIA$41,728,231$386,574 â–²0.9%208,54713.8%TechnologyTPLTexas Pacific Land$25,004,375$1,059,081 â–¼-4.1%57,1358.3%EnergyAAPLApple$19,488,977$52,374 â–²0.3%67,3526.4%TechnologyAMZNAmazon.com$10,278,651$817,506 â–²8.6%43,1263.4%Consumer DiscretionaryCATCaterpillar$8,611,969$601,677 â–¼-6.5%8,0872.8%IndustrialsFCXFreeport-McMoRan$7,681,209$160,118 â–¼-2.0%122,1372.5%MaterialsBABoeing$7,069,265$47,623 â–²0.7%32,6572.3%IndustrialsMUMicron Technology$6,573,682$2,597,153 â–¼-28.3%5,6952.2%TechnologyXOMExxonMobil$5,973,638$95,432 â–¼-1.6%43,6922.0%EnergyOKEONEOK$5,749,026$477,564 â–¼-7.7%66,1261.9%EnergyUBERUber Technologies$5,318,553$253,282 â–¼-4.5%73,7051.8%IndustrialsLLYEli Lilly and Company$5,228,277$1,239,002 â–¼-19.2%4,3591.7%HealthcareSNSharkNinja$5,197,736$201,758 â–¼-3.7%34,1351.7%Consumer DiscretionaryRHPRyman Hospitality Properties$4,765,064$148,089 â–²3.2%37,0681.6%Real EstateMETAMeta Platforms$4,445,859$135,184 â–¼-3.0%7,8931.5%Communication ServicesHDHome Depot$4,352,225$123,795 â–²2.9%12,3401.4%Consumer DiscretionaryJPMJPMorgan Chase & Co.$4,326,876$327 â–²0.0%13,2191.4%FinanceJNJJohnson & Johnson$4,049,284$158,223 â–¼-3.8%15,9441.3%HealthcareCCitigroup$4,015,518$187,549 â–¼-4.5%28,6901.3%FinanceAIRAAR$3,759,774$3,759,774 â–²New Holding26,3051.2%IndustrialsEXPEagle Materials$3,622,538$78,526 â–¼-2.1%16,1001.2%MaterialsWULFTeraWulf$3,451,825$345,800 â–¼-9.1%139,7501.1%TechnologyMSFTMicrosoft$3,394,366$586,367 â–¼-14.7%9,1001.1%TechnologyTSMTaiwan Semiconductor Manufacturing$3,380,579$94,077 â–¼-2.7%7,0791.1%TechnologyMillrose Properties Inc Cl A$3,323,520$52,768 â–²1.6%110,6001.1%COMUPSUnited Parcel Service$3,215,816$8,707 â–²0.3%29,9151.1%IndustrialsAMATApplied Materials$3,090,898$72,302 â–²2.4%4,2751.0%TechnologyWal-Mart Inc$3,086,777$76,110 â–¼-2.4%27,2541.0%COMExpand Energy Corporation$3,061,584$233,444 â–²8.3%33,5741.0%COMGOOGAlphabet$2,692,375$74,199 â–²2.8%7,6200.9%Communication ServicesViking Holdings Ltd$2,496,379$1,193,238 â–²91.6%23,8500.8%COMFrontview Reit Inc COM$2,320,381$379,313 â–²19.5%114,7000.8%COMFWRGFirst Watch Restaurant Group$2,284,752$135,345 â–²6.3%177,2500.8%Consumer DiscretionaryCOSTCostco Wholesale$2,276,810$115,057 â–¼-4.8%2,4340.8%Consumer StaplesMTZMasTec$2,209,279$911,172 â–¼-29.2%5,3100.7%IndustrialsCSWCCapital Southwest$2,150,414$18,469 â–²0.9%90,4680.7%FinanceAVGOBroadcom$2,022,851$234,205 â–²13.1%5,3550.7%TechnologyPOWLPowell Industries$1,961,671$1,059,302 â–²117.4%6,8500.6%IndustrialsXELXcel Energy$1,866,534$401 â–²0.0%23,2450.6%UtilitiesCLFCleveland-Cliffs$1,779,401$484,523 â–¼-21.4%189,5000.6%MaterialsBACBank of America$1,737,425$216,010 â–¼-11.1%30,4920.6%FinanceCRSCarpenter Technology$1,640,794$240,568 â–¼-12.8%2,6600.5%IndustrialsETDEthan Allen Interiors$1,601,354$271,565 â–²20.4%71,6810.5%Consumer DiscretionaryLUVSouthwest Airlines$1,592,724$771,295 â–²93.9%30,9750.5%IndustrialsTAT&T$1,540,292$22,667 â–¼-1.5%74,4100.5%Communication ServicesMRKMerck & Co., Inc.$1,534,804$155,999 â–²11.3%11,9440.5%HealthcareAXPAmerican Express$1,502,113$338 â–²0.0%4,4410.5%FinanceKEXKirby$1,497,710$244,746 â–¼-14.0%11,0150.5%IndustrialsWFCWells Fargo & Company$1,495,184$156,683 â–¼-9.5%18,0930.5%FinanceAMGNAmgen$1,471,586$32,227 â–¼-2.1%4,0640.5%HealthcareAEPAmerican Electric Power$1,456,290$44,325 â–¼-3.0%10,6450.5%UtilitiesDKNGDraftKings$1,435,778$1,001,559 â–¼-41.1%56,8400.5%Consumer DiscretionaryCMCCommercial Metals$1,393,989$15,374 â–¼-1.1%22,2150.5%MaterialsDELLDell Technologies$1,362,982$138,499 â–¼-9.2%3,1590.5%TechnologyBANCBanc of California$1,322,332$117,473 â–¼-8.2%64,7250.4%FinanceTWLOTwilio$1,299,879$928,485 â–²250.0%6,3000.4%TechnologyGEOGeo Group$1,297,836$729,885 â–¼-36.0%43,9200.4%IndustrialsKimberly-Clark Corp$1,273,374$1,273,374 â–²New Holding11,6000.4%COMMTNVail Resorts$1,269,599$391,431 â–²44.6%9,3250.4%Consumer DiscretionaryGSThe Goldman Sachs Group$1,264,2120.0%1,2500.4%FinancePermian Resources Corp Class A$1,192,047$58,912 â–¼-4.7%64,7500.4%COMWHRWhirlpool$1,149,354$1,023,133 â–¼-47.1%29,1570.4%Consumer DiscretionaryDUKDuke Energy$1,114,856$2,405 â–¼-0.2%8,8080.4%UtilitiesGEGE Aerospace$1,105,120$773,621 â–²233.4%2,9570.4%IndustrialsGOOGLAlphabet$1,099,992$1,099,992 â–²New Holding3,0780.4%Communication ServicesVZVerizon Communications$1,029,480$21,170 â–¼-2.0%24,3150.3%Communication ServicesPANWPalo Alto Networks$1,026,470$34,102 â–¼-3.2%3,0100.3%TechnologyNVONovo Nordisk A/S$1,005,151$1,005,151 â–²New Holding20,9670.3%HealthcareFDXFedEx$973,8340.0%3,1100.3%IndustrialsTSLATesla$910,599$134,592 â–¼-12.9%2,1650.3%Consumer DiscretionarySCHWCharles Schwab$909,006$277 â–²0.0%9,8520.3%FinanceMSMorgan Stanley$849,120$209,040 â–¼-19.8%4,0620.3%FinanceABBVAbbVie$821,605$191,750 â–¼-18.9%3,2650.3%HealthcareIPGPIPG Photonics$812,441$420,592 â–²107.3%6,9250.3%TechnologyKOCocaCola$784,941$20,156 â–¼-2.5%9,6580.3%Consumer StaplesHRHealthcare Realty Trust$774,6290.0%38,4050.3%Real EstateATOAtmos Energy$769,240$517 â–²0.1%4,4650.3%UtilitiesTSCOTractor Supply$766,542$766,542 â–²New Holding24,2500.3%Consumer DiscretionaryBRK.ABerkshire Hathaway$748,8500.0%10.2%FinanceTFCTruist Financial$730,895$598 â–²0.1%14,6710.2%FinanceVSTVistra$730,174$52,824 â–²7.8%4,6030.2%UtilitiesPalantir Technologies Inc Cl A$722,654$93,336 â–¼-11.4%6,1940.2%COMONONON$694,232$35,420 â–²5.4%19,6000.2%Consumer DiscretionarySPGSimon Property Group$693,3150.0%3,1000.2%Real EstateNFLXNetflix$659,593$157,080 â–¼-19.2%9,2380.2%Communication ServicesBRK.BBerkshire Hathaway$651,5080.0%1,3020.2%FinanceGILGildan Activewear$598,560$103,200 â–²20.8%11,6000.2%Consumer DiscretionaryRTXRTX$589,869$37,946 â–¼-6.0%3,1090.2%IndustrialsAEEAmeren$589,693$113 â–²0.0%5,2170.2%UtilitiesBXBlackstone$569,758$196,274 â–¼-25.6%4,8420.2%FinanceSailpoint Inc$564,372$564,372 â–²New Holding38,5500.2%COMSOSouthern$543,154$5,743 â–¼-1.0%5,6750.2%UtilitiesPODDInsulet$525,262$525,262 â–²New Holding3,4500.2%HealthcareMTDRMatador Resources$523,927$12,793 â–²2.5%10,5250.2%EnergyOCOwens Corning$492,776$492,776 â–²New Holding3,1000.2%IndustrialsHPEHewlett Packard Enterprise$492,080$632,378 â–¼-56.2%10,9080.2%TechnologyTXNTexas Instruments$480,940$298 â–²0.1%1,6140.2%TechnologyCFRCullen/Frost Bankers$460,161$46,356 â–¼-9.2%2,9780.2%FinanceVRTVertiv$390,158$58,607 â–¼-13.1%1,1650.1%IndustrialsYOUCLEAR Secure$384,537$13,933 â–²3.8%6,9000.1%TechnologyShowing largest 100 holdings. 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