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Disclosery

13F-HR filed by First Dallas Securities Inc.

First Dallas Securities Inc. filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-11, with 107 holding rows worth $268,751,386.

Accession
0001378559-26-000001
Filer
CIK 1378559
Filed
2026-02-11
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 107 entries on the cover page, a total value of $268,751,386 stated on the cover page (in dollars after the unit check, H1), rows summing to $268,751,386 with VALUE read as dollars as filed, 13F file number 028-12035. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
NVIDIA Corp67066G104COM204,696$38,175,722dollars as filed
TEXAS PACIFIC LAND CORPORATION COM88262P102Stock64,655$18,570,306dollars as filed
Apple Inc037833100COM68,024$18,493,032dollars as filed
Amazon.com, Inc023135106COM40,006$9,234,185dollars as filed
Microsoft Corp594918104COM16,322$7,893,738dollars as filed
Boeing Company097023105COM31,692$6,880,971dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock132,658$6,737,717dollars as filed
Uber Technologies90353T100COM79,415$6,489,000dollars as filed
Eli Lilly and Company532457108COM5,753$6,182,759dollars as filed
EXXON MOBIL CORP30231G102COM46,624$5,610,781dollars as filed
META PLATFORMS INC CL A30303M102COM8,471$5,591,325dollars as filed
Caterpillar Inc.149123101COM9,690$5,550,899dollars as filed
ONEOK INC NEW682680103COM73,613$5,410,548dollars as filed
SHARKNINJA INC COM SHSG8068L108Stock39,960$4,471,524dollars as filed
JPMorgan Chase & Co46625H100COM13,167$4,242,545dollars as filed
Home Depot, Inc437076102COM11,214$3,858,893dollars as filed
DRAFTKINGS INC NEW26142V105COM CL A111,393$3,838,603dollars as filed
AbbVie,Inc.00287Y109COM16,226$3,707,524dollars as filed
Micron Technology,Inc.595112103COM12,876$3,674,939dollars as filed
MILLROSE PPTYS INC COM CL A601137102REIT112,389$3,357,067dollars as filed
EAGLE MATLS INC COM26969P108Stock15,698$3,244,471dollars as filed
CLEVELAND-CLIFFS INC NEW COM185899101Stock243,800$3,237,659dollars as filed
Walmart Inc.931142103COM28,250$3,147,337dollars as filed
EXPAND ENERGY CORPORATION COM165167735Stock27,694$3,056,280dollars as filed
Citigroup Inc.172967424COM26,144$3,050,718dollars as filed
KIRBY CORP497266106COM26,190$2,885,614dollars as filed
RYMAN HOSPITALITY PPTYS INC COM78377T107REIT30,340$2,870,771dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS9,123$2,772,331dollars as filed
WHIRLPOOL CORP COM963320106Stock38,104$2,748,829dollars as filed
UnitedHealth Group Inc91324P102COM7,687$2,537,541dollars as filed
VISTRA CORP COM92840M102Stock15,720$2,536,056dollars as filed
Johnson & Johnson478160104COM11,497$2,379,207dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM7,145$2,242,101dollars as filed
Costco Wholesale Corporation22160K105COM2,502$2,157,460dollars as filed
TERAWULF INC88080T104COM180,000$2,068,200dollars as filed
CAPITAL SOUTHWEST CORP140501107COM89,911$1,991,529dollars as filed
Bank of America Corp060505104COM36,070$1,983,868dollars as filed
AT&T Inc00206R102COM76,093$1,890,138dollars as filed
Wells Fargo & Company949746101COM19,786$1,844,078dollars as filed
MASTEC INC COM576323109Stock8,350$1,815,039dollars as filed
American Express Company025816109COM4,799$1,775,526dollars as filed
XCELENERGY INC98389B100COM23,736$1,753,165dollars as filed
COMMERCIAL METALS CO COM201723103Stock23,382$1,618,484dollars as filed
United Parcel Service,Inc. Class B911312106COM15,583$1,545,723dollars as filed
Palantir Technologies Inc. Class A69608A108COM8,578$1,524,739dollars as filed
International Business Machines Corporation459200101COM5,010$1,483,948dollars as filed
BANC OF CALIFORNIA INC05990K106COMMON STOCK72,825$1,404,794dollars as filed
Amgen Inc.031162100COM4,053$1,326,468dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock10,923$1,259,536dollars as filed
Merck & Co.,Inc.58933Y105COM10,671$1,123,179dollars as filed
Tesla Motors, Inc88160R101COM2,460$1,106,311dollars as filed
Goldman Sachs Group,Inc.38141G104COM1,250$1,098,750dollars as filed
Charles Schwab Corp808513105COM10,897$1,088,757dollars as filed
POWELL INDS INC739128106COM3,401$1,084,013dollars as filed
PERMIAN RESOURCES CORP CLASS A COM71424F105Stock74,630$1,047,059dollars as filed
Duke Energy Corporation26441C204COM8,827$1,034,637dollars as filed
GEO GROUP INC NEW36162J106COM63,470$1,023,136dollars as filed
ETHAN ALLEN INTERIORS INC297602104COM44,066$1,006,457dollars as filed
3M CO COM88579Y101Stock6,230$997,450dollars as filed
Verizon Communications Inc92343V104COM24,370$992,576dollars as filed
BLACKSTONE INC09260D107COM6,410$988,037dollars as filed
CARPENTER TECHNOLOGY CORP144285103COM3,050$960,262dollars as filed
HEWLETT PACKARD ENTERPRISE CO COM42824C109Stock39,802$956,036dollars as filed
Morgan Stanley617446448COM5,062$898,657dollars as filed
ON HLDG AG NAMEN AKT AH5919C104Stock19,100$887,768dollars as filed
FEDEX CORP COM31428X106Stock3,060$883,912dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock5,115$828,722dollars as filed
ATMOS ENERGY CORP COM049560105Stock4,559$764,250dollars as filed
GENIUS SPORTS LIMITED SHARES CL AG3934V109Stock68,500$754,870dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A1$754,800dollars as filed
Coca-Cola Company191216100COM10,406$727,516dollars as filed
TRUIST FINL CORP COM89832Q109Stock14,448$710,981dollars as filed
Berkshire Hathaway Inc084670702COM1,302$654,450dollars as filed
Visa Inc92826C839COM1,805$633,098dollars as filed
CORECIVIC INC21871N101COM32,500$621,075dollars as filed
Raytheon Technologies Corporation75513E101COM3,309$606,800dollars as filed
FIRST WATCH RESTAURANT GROUP33748L101COM39,000$588,120dollars as filed
SIMON PPTY GROUP INC NEW COM828806109REIT3,100$573,841dollars as filed
HEALTHCARE RLTY TR CL A COM42226K105REIT33,405$566,215dollars as filed
BRINKER INTL INC COM109641100Stock3,902$560,015dollars as filed
AMEREN CORP COM023608102Stock5,215$520,800dollars as filed
Southern Company842587107COM5,795$505,324dollars as filed
POWERFLEET INC73931J109COMMON STOCK91,450$486,514dollars as filed
RH74967X103COM2,675$479,226dollars as filed
Broadcom Inc.11135F101COM1,370$474,157dollars as filed
PALO ALTO NETWORKS INC697435105COM2,560$471,552dollars as filed
TAKE-TWO INTERACTIVE SOFTWARE COM874054109Stock1,835$469,815dollars as filed
SOUTHWESTAIRLSCO844741108STOK11,325$468,054dollars as filed
DELL TECHNOLOGIES INC CL C24703L202Stock3,670$461,980dollars as filed
Honeywell Technologies438516106COM2,350$458,461dollars as filed
Netflix, Inc64110L106COM4,700$440,672dollars as filed
CULLEN FROST BANKERS INC COM229899109Stock3,278$415,093dollars as filed
Oracle Corporation68389X105COM2,100$409,311dollars as filed
MATADOR RES CO COM576485205Stock9,260$393,013dollars as filed
GENERAL MTRS CO COM37045V100Stock4,808$391,000dollars as filed
McDonalds Corporation580135101COM1,200$366,756dollars as filed
PepsiCo,Inc.713448108COM2,252$323,142dollars as filed
FRONTVIEW REIT INC COM35922N100REIT21,600$318,816dollars as filed
Texas Instruments Incorporated882508104COM1,612$279,706dollars as filed
Lockheed Martin Corporation539830109COM575$278,110dollars as filed
General Electric Company369604301COM887$273,223dollars as filed
Chevron Corporation166764100COM1,649$251,324dollars as filed
Eaton Corp. PlcG29183103COM780$248,438dollars as filed
UNITED RENTALS INC COM911363109Stock300$242,796dollars as filed
COMSTOCK RES INC COM205768302Stock10,000$231,800dollars as filed
DECKERS OUTDOOR CORP243537107COM2,190$227,037dollars as filed
ConocoPhillips20825C104COM2,348$219,828dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001378559-26-000001this filing2026-02-11acceptance time not in the bulk data set