StockDriftsStockDriftsTop 50 First Dallas Securities Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | Nvidia Corporation | 13.33% | 206.6K | $36.0M | +0.94%(+1.92K) | $41.89(+439.13%) | 2026-03-31 | |
| TPL | Texas Pacific Land Corporation | 10.46% | 59.6K | $28.3M | -7.89%(-5.10K) | $39.77(+871.81%) | 2026-03-31 | |
| AAPL | Apple Inc | 6.31% | 67.2K | $17.0M | -1.25%(-853) | $179.62(+66.39%) | 2026-03-31 | |
| AMZN | Amazon.Com Inc | 3.06% | 39.7K | $8.3M | -0.77%(-310) | $172.72(+56.40%) | 2026-03-31 | |
| XOM | Exxon Mobile Corp | 2.79% | 44.4K | $7.5M | -4.79%(-2.23K) | $90.45(+67.58%) | 2026-03-31 | |
| FCX | Freeport-Mcmoran Inc Cl B | 2.71% | 124.7K | $7.3M | -6.01%(-7.97K) | $40.84(+64.44%) | 2026-03-31 | |
| OKE | Oneok Inc | 2.39% | 71.6K | $6.5M | -2.71%(-1.99K) | $66.11(+34.31%) | 2026-03-31 | |
| BA | Boeing Co | 2.39% | 32.4K | $6.5M | +2.35%(+745) | $180.31(+33.44%) | 2026-03-31 | |
| CAT | Caterpillar Inc | 2.27% | 8.7K | $6.1M | -10.71%(-1.04K) | $230.50(+291.45%) | 2026-03-31 | |
| UBER | Uber Technologies Inc | 2.05% | 77.2K | $5.6M | -2.77%(-2.20K) | $43.94(+70.02%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.40% | +78.94% |
| Top 20 Holdings Unweighted | +17.43% | +61.94% |
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