Sfmg, LLC Portfolio Holdings
Sfmg, LLC
- $1.4 Billion
- Q3 2025
Sfmg, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.4 Billion distributed in 307 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Atmos Energy Corp with a value of $178M, Pacer Fds Tr Trendpilot Us Lar with a value of $129M, Invesco Exchange Traded Fd Tr with a value of $121M, Goldman Sachs ETF Tr Activebet with a value of $107M, and Spdr Ser Tr Msci Usa Strategic with a value of $89.7M.
Examining the 13F form we can see an increase of $102M in the current position value, from $1.3B to 1.4B.
Below you can find more details about Sfmg, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.4 Billion
ETFs: $717 Million
Utilities: $180 Million
Technology: $180 Million
Financial Services: $99.1 Million
Consumer Cyclical: $45.2 Million
Communication Services: $41.8 Million
Industrials: $39.4 Million
Healthcare: $35 Million
Other: $58.9 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 307
- Current Value $1.4 Billion
- Prior Value $1.3 Billion
- Filing
- Period Q3 2025
- Filing Date November 13, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 36 stocks
- Additional Purchases 151 stocks
- Sold out of 0 stocks
- Reduced holdings in 59 stocks