SFMG, LLC — 13F holdings

SFMG, LLC reported 350 holdings worth $1.66B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

  1. ATO ATMOS ENERGY CORP — $183M (11.0%)
  2. PTLC PACER FDS TR — $154M (9.3%)
  3. SPHQ INVESCO EXCHANGE TRADED FD T — $154M (9.3%)
  4. GSLC GOLDMAN SACHS ETF TR — $124M (7.4%)
  5. QUS SPDR SERIES TRUST — $105M (6.3%)
  6. MOAT VANECK ETF TRUST — $70.8M (4.3%)
  7. AAPL APPLE INC — $67.8M (4.1%)
  8. BRK.B BERKSHIRE HATHAWAY INC DEL — $54.6M (3.3%)
  9. NVDA NVIDIA CORPORATION — $42.2M (2.5%)
  10. IVV ISHARES TR — $38.1M (2.3%)