First Dallas Securities Inc. has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $235 Million distributed in 113 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Texas Pacific Land Corp with a value of $33.3M, Nvidia Corp with a value of $22.7M, Apple Inc. with a value of $16M, Oneok Inc with a value of $7.25M, and Amazon Com Inc with a value of $6.86M.
Examining the 13F form we can see an decrease of $5.88M in the current position value, from $240M to 235M.
Below you can find more details about First Dallas Securities Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$235 Million
Technology: $61.7 Million
Energy: $57.1 Million
Consumer Cyclical: $26.5 Million
Financial Services: $19.1 Million
Industrials: $15.8 Million
Healthcare: $13.5 Million
Communication Services: $12.6 Million
Basic Materials: $11.1 Million
Other: $17.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
