First Dallas Securities Inc. Reduced Holdings in Q3 2025

First Dallas Securities Inc.

  • $258 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TPL
Texas Pacific Land Corp

Energy
-1.42K
- 6.1%
$854.83 - $1075.97 $1.21M - $1.53M
21.8K $20.4M
IBM
International Business Machines Corp

Technology
-7.72K
- 60.17%
$234.77 - $292.47 $1.81M - $2.26M
5.11K $1.44M
WHR
Whirlpool Corp

Consumer Cyclical
-7.9K
- 63.06%
$77.47 - $110.59 $612K - $874K
4.63K $363K
DVN
Devon Energy Corp

Energy
-22.1K
- 69.71%
$31.75 - $36.99 $703K - $819K
9.62K $337K
META
Meta Platforms, Inc.

Communication Services
-432
- 4.53%
$695.21 - $791.73 $300K - $342K
9.11K $6.69M
CRS
Carpenter Technology Corp

Industrials
-725
- 19.21%
$232.4 - $287.42 $168K - $208K
3.05K $748K
VST
Vistra Corp.

Utilities
-1.71K
- 8.9%
$182.0 - $217.92 $311K - $372K
17.5K $3.43M
AMGN
Amgen Inc

Healthcare
-963
- 18.83%
$271.18 - $309.22 $261K - $298K
4.15K $1.17M
T
At&T Inc.

Communication Services
-5.66K
- 6.63%
$26.94 - $29.62 $152K - $168K
79.7K $2.25M
COST
Costco Wholesale Corp

Consumer Defensive
-48
- 1.78%
$915.95 - $994.57 $44K - $47.7K
2.66K $2.46M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-2.8K
- 23.94%
$224.68 - $282.71 $629K - $792K
8.9K $2.48M
ONON
On Holding Ag

Consumer Cyclical
-500
- 3.59%
$42.35 - $54.36 $21.2K - $27.2K
13.4K $569K
MCD
Mcdonalds Corp

Consumer Cyclical
-375
- 22.39%
$291.67 - $316.99 $109K - $119K
1.3K $395K
FOUR
Shift4 Payments, Inc.

Technology
-125
- 3.88%
$77.4 - $106.81 $9.68K - $13.4K
3.1K $239K
SO
Southern CO

Utilities
-1K
- 14.25%
$90.83 - $96.0 $90.8K - $96K
6.02K $570K
MMM
3 M CO

Industrials
-600
- 8.76%
$144.41 - $160.2 $86.6K - $96.1K
6.25K $969K
KO
Coca Cola CO

Consumer Defensive
-298
- 2.54%
$65.67 - $71.67 $19.6K - $21.4K
11.4K $757K
BAC
Bank Of America Corp

Financial Services
-4.69K
- 11.44%
$44.92 - $52.42 $211K - $246K
36.3K $1.87M
MRK
Merck & Co., Inc.

Healthcare
-1.42K
- 11.89%
$77.6 - $87.37 $110K - $124K
10.5K $882K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-150
- 10.33%
$459.11 - $506.91 $68.9K - $76K
1.3K $654K
FDX
Fedex Corp

Industrials
-277
- 13.77%
$217.1 - $243.2 $60.1K - $67.4K
1.74K $409K
PG
Procter & Gamble CO

Consumer Defensive
-250
- 14.58%
$150.47 - $161.22 $37.6K - $40.3K
1.47K $225K
AVGO
Broadcom Inc.

Technology
-300
- 19.11%
$264.74 - $369.57 $79.4K - $111K
1.27K $418K
Sharkninja Inc
-2.47K
- 7.23%
N/A
31.6K $0
Healthcare Realty Trust Cl A
-21.8K
- 39.36%
N/A
33.7K $0
Life360 Inc
-450
- 8.91%
N/A
4.6K $0
PEP
Pepsico Inc

Consumer Defensive
-134
- 5.74%
$133.81 - $152.16 $17.9K - $20.4K
2.2K $309K
VZ
Verizon Communications Inc

Communication Services
-343
- 1.24%
$40.84 - $45.06 $14K - $15.5K
27.3K $1.2M
COP
Conocophillips

Energy
-100
- 3.16%
$91.0 - $98.99 $9.1K - $9.9K
3.07K $290K
GNRC
Generac Holdings Inc.

Industrials
-100
- 6.45%
$146.61 - $202.85 $14.7K - $20.3K
1.45K $242K
AXP
American Express CO

Financial Services
-99
- 2.03%
$294.27 - $342.31 $29.1K - $33.9K
4.77K $1.59M
CMC
Commercial Metals CO

Basic Materials
-3.22K
- 12.01%
$50.28 - $59.79 $162K - $192K
23.6K $1.35M
AEE
Ameren Corp

Utilities
-11
- 0.21%
$95.0 - $104.38 $1.05K - $1.15K
5.22K $544K
AEP
American Electric Power CO Inc

Utilities
-74
- 0.67%
$103.26 - $115.0 $7.64K - $8.51K
11K $1.24M
XOM
Exxon Mobil Corp

Energy
-1.21K
- 2.48%
$105.83 - $117.22 $128K - $142K
47.6K $5.37M
PLTR
Palantir Technologies Inc.

Technology
-900
- 9.87%
$130.68 - $186.97 $118K - $168K
8.22K $1.5M
XEL
Xcel Energy Inc

Utilities
-596
- 2.37%
$67.56 - $80.65 $40.3K - $48.1K
24.5K $1.98M
UBER
Uber Technologies, Inc

Technology
-1K
- 1.27%
$86.91 - $99.57 $86.9K - $99.6K
77.5K $7.6M
JPM
Jpmorgan Chase & CO

Financial Services
-260
- 1.85%
$282.78 - $316.06 $73.5K - $82.2K
13.8K $4.36M
MTZ
Mastec Inc

Industrials
-200
- 2.4%
$168.23 - $212.81 $33.6K - $42.6K
8.15K $1.73M
C
Citigroup Inc

Financial Services
-1.07K
- 3.78%
$85.57 - $103.49 $91.7K - $111K
27.3K $2.77M
MU
Micron Technology Inc

Technology
-1.05K
- 7.66%
$104.88 - $168.89 $110K - $177K
12.7K $2.12M
ABBV
Abb Vie Inc.

Healthcare
-321
- 1.92%
$184.85 - $231.54 $59.3K - $74.3K
16.4K $3.79M
CAT
Caterpillar Inc

Industrials
-49
- 0.49%
$390.92 - $477.15 $19.2K - $23.4K
9.89K $4.72M
CLF
Cleveland Cliffs Inc.

Basic Materials
-16.2K
- 5.2%
$8.12 - $12.84 $132K - $209K
296K $3.61M
AAPL
Apple Inc.

Technology
-1.04K
- 1.5%
$202.38 - $256.87 $211K - $268K
68.7K $17.5M
NVDA
Nvidia Corp

Technology
-905
- 0.43%
$153.3 - $186.58 $139K - $169K
208K $38.8M
Activity Summary
Buys All Purchases 46 New Holdings 4 Increased Positions 42 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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