Filer Name: FIRST DALLAS SECURITIES INC.
CIK: 1378559
Period: 2024-12-31
Filed At: 2025-01-24
Number of Holdings: 112
Portfolio Value: $0.25B

First Dallas Securities Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
TPL US TEXAS PACIFIC LAND CORP 25,434 $28M 11.46% -3.4% -
NVDA US NVIDIA CORP 209,286 $28M 11.45% 1.0% -
AAPL US APPLE INC 71,405 $18M 7.29% 0.0% -
MSFT US MICROSOFT CORP 20,396 $9M 3.50% 0.1% -
AMZN US AMAZON.COM INC 35,108 $8M 3.14% 24.3% -
OKE US ONEOK INC 63,403 $6M 2.59% 0.3% -
XOM US EXXON MOBIL CORP 56,896 $6M 2.49% -5.5% -
UBER US UBER TECHNOLOGIES INC 79,700 $5M 1.96% - -
WYNN US WYNN RESORTS LTD 53,165 $5M 1.87% 1.4% -
META US META PLATFORMS INC-CLASS A 7,589 $4M 1.81% -4.2% -
FCX US FREEPORT-MCMORAN INC 112,876 $4M 1.75% 0.5% -
GNRC US GENERAC HOLDINGS INC 26,575 $4M 1.68% -3.3% -
HD US HOME DEPOT INC 9,811 $4M 1.56% 29.9% -
EXP US EAGLE MATERIALS INC 15,200 $4M 1.53% 6.4% -
IBM US INTL BUSINESS MACHINES CORP 16,898 $4M 1.51% -12.0% -
CAT US CATERPILLAR INC 9,868 $4M 1.46% 0.2% -
ET US ENERGY TRANSFER LP 178,754 $4M 1.43% 1.5% -
VST US VISTRA CORP 25,337 $3M 1.42% -4.8% -
JPM US JPMORGAN CHASE & CO 14,267 $3M 1.39% -0.3% -
ETD US ETHAN ALLEN INTERIORS INC 121,285 $3M 1.39% 3.4% -
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