Sfmg, LLC Portfolio Holdings
Sfmg, LLC
- $1.3 Billion
- Q2 2025
Sfmg, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.3 Billion distributed in 280 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Atmos Energy Corp with a value of $161M, Invesco Exchange Traded Fd Tr with a value of $116M, Pacer Fds Tr Trendpilot Us Lar with a value of $114M, Goldman Sachs ETF Tr Activebet with a value of $98.5M, and Spdr Ser Tr Msci Usa Strategic with a value of $84.7M.
Examining the 13F form we can see an increase of $58.6M in the current position value, from $1.24B to 1.3B.
Below you can find more details about Sfmg, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.3 Billion
ETFs: $679 Million
Utilities: $163 Million
Technology: $153 Million
Financial Services: $99.4 Million
Consumer Cyclical: $41.1 Million
Industrials: $36 Million
Communication Services: $33.8 Million
Healthcare: $33.6 Million
Other: $55.3 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 280
- Current Value $1.3 Billion
- Prior Value $1.24 Billion
- Filing
- Period Q2 2025
- Filing Date August 12, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 21 stocks
- Additional Purchases 108 stocks
- Sold out of 0 stocks
- Reduced holdings in 92 stocks