SFMG, LLC
SFMG, LLC reported 344 positions worth $1.66B as of June 30, 2026 (13F filed August 13, 2026). Largest holding: ATO (11.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | ATO | SH | $182.7M | 11.00% | 1,060,369 | — | — | |
| ▸ 2 | PTLC | SH | $154.3M | 9.29% | 2,648,509 | — | — | |
| ▸ 3 | SPHQ | SH | $154.1M | 9.28% | 1,710,162 | — | — | |
| ▸ 4 | GSLC | SH | $123.5M | 7.44% | 870,472 | — | — | |
| ▸ 5 | QUS | SH | $104.8M | 6.31% | 560,714 | — | — | |
| ▸ 6 | MOAT | SH | $70.8M | 4.27% | 681,430 | — | — | |
| ▸ 7 | AAPL | SH | $67.1M | 4.04% | 232,048 | — | — | |
| ▸ 8 | BRK-B | SH | $54.6M | 3.29% | 109,129 | — | — | |
| ▸ 9 | IVV | SH | $38.1M | 2.30% | 50,917 | — | — | |
| ▸ 10 | AMAT | SH | $35.8M | 2.15% | 49,474 | — | — |
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Frequently Asked Questions
What stocks does SFMG, LLC hold as of Q2 2026?
SFMG, LLC reported 344 positions worth $1.66B in its Q2 2026 13F filing. Largest positions: ATO (11.0%), PTLC (9.3%), SPHQ (9.3%), GSLC (7.4%) and QUS (6.3%).
What did SFMG, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SFMG, LLC 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.