PENN DAVIS MCFARLAND INC — 13F holdings

PENN DAVIS MCFARLAND INC reported 74 holdings worth $1.17B in its 13F filing for Q3 2026, filed October 23, 2026.

Largest positions

1. GOOG ALPHABET INC — $145M (12.4%)
2. NVDA NVIDIA CORPORATION — $106M (9.0%)
3. ACN ACCENTURE PLC IRELAND — $58.8M (5.0%)
4. AAPL APPLE INC — $57.4M (4.9%)
5. ROIV ROIVANT SCIENCES LTD — $55.7M (4.7%)
6. UNH UNITEDHEALTH GROUP INC — $49.0M (4.2%)
7. KMI KINDER MORGAN INC DEL — $48.8M (4.2%)
8. SHEL SHELL PLC — $46.6M (4.0%)
9. EPD ENTERPRISE PRODS PARTNERS L — $41.6M (3.5%)
10. CRM SALESFORCE INC — $36.4M (3.1%)