FULTON BREAKEFIELD BROENNIMAN LLC — 13F holdings

FULTON BREAKEFIELD BROENNIMAN LLC reported 208 holdings worth $1.70B in its 13F filing for Q2 2026, filed August 3, 2026.

Largest positions

1. IVV ISHARES TR — $173M (10.2%)
2. VEA VANGUARD TAX-MANAGED FDS — $96.6M (5.7%)
3. AAPL APPLE INC — $83.8M (4.9%)
4. GOOGL ALPHABET INC — $77.7M (4.6%)
5. TSM TAIWAN SEMICONDUCTOR MFG LTD — $75.2M (4.4%)
6. IJR ISHARES TR — $70.6M (4.2%)
7. IJH ISHARES TR — $68.5M (4.0%)
8. MSFT MICROSOFT CORP — $65.5M (3.9%)
9. NVDA NVIDIA CORPORATION — $63.9M (3.8%)
10. AMZN AMAZON COM INC — $53.4M (3.1%)