First Dallas Securities Inc. - Portfolio Stock Holdings
First Dallas Securities Inc. disclosed 135 stock positions in a recent SEC 13F filing. $296,597,860 of stock holdings were filed, with the largest holdings including NVDA, TPL, and AAPL. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $335,711,026 and has 20 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
135Est. Stock Holding Value:
$296,597,860Top Stock Holdings By Sector
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Portfolio Stock Holdings - First Dallas Securities Inc.
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Stock
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% of Portfolio
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