First Dallas Securities Inc. — 13F holdings

First Dallas Securities Inc. reported 125 holdings worth $303M in its 13F filing for Q2 2026, filed August 3, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $41.7M (13.8%)
2. TPL TEXAS PACIFIC LAND CORPORATI — $25.0M (8.3%)
3. AAPL APPLE INC — $19.5M (6.4%)
4. AMZN AMAZON COM INC — $10.3M (3.4%)
5. CAT CATERPILLAR INC — $8.61M (2.8%)
6. FCX FREEPORT-MCMORAN INC — $7.68M (2.5%)
7. BA BOEING CO — $7.07M (2.3%)
8. MU MICRON TECHNOLOGY INC — $6.57M (2.2%)
9. XOM EXXON MOBIL CORP — $5.97M (2.0%)
10. OKE ONEOK INC NEW — $5.75M (1.9%)