First Dallas Securities Inc.
First Dallas Securities Inc. reported 125 positions worth $302.6M as of June 30, 2026 (13F filed August 3, 2026). Largest holding: NVDA (13.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | NVDA | SH | $41.7M | 13.79% | 208,547 | — | — | |
| ▸ 2 | TPL | SH | $25.0M | 8.26% | 57,135 | — | — | |
| ▸ 3 | AAPL | SH | $19.5M | 6.44% | 67,352 | — | — | |
| ▸ 4 | AMZN | SH | $10.3M | 3.40% | 43,126 | — | — | |
| ▸ 5 | CAT | SH | $8.6M | 2.85% | 8,087 | — | — | |
| ▸ 6 | FCX | SH | $7.7M | 2.54% | 122,137 | — | — | |
| ▸ 7 | BA | SH | $7.1M | 2.34% | 32,657 | — | — | |
| ▸ 8 | MU | SH | $6.6M | 2.17% | 5,695 | — | — | |
| ▸ 9 | EXMOC | SH | $6.0M | 1.97% | 43,692 | — | — | |
| ▸ 10 | OKE | SH | $5.7M | 1.90% | 66,126 | — | — |
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Frequently Asked Questions
What stocks does First Dallas Securities Inc. hold as of Q2 2026?
First Dallas Securities Inc. reported 125 positions worth $302.6M in its Q2 2026 13F filing. Largest positions: NVDA (13.8%), TPL (8.3%), AAPL (6.4%), AMZN (3.4%) and CAT (2.8%).
What did First Dallas Securities Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did First Dallas Securities Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.