FD

First Dallas Securities Inc.

13F
First Dallas Securities Inc.
Last update 2025-05-16 112 Stocks (10 new)
Value $239.00 Mil Turnover 6 %
Countries:
Top Holdings: TPL(13.91%)NVDA(9.50%)AAPL(6.67%)OKE(3.03%)AMZN(2.87%)
Summary Stock Picks Current Portfolio
First Dallas Securities Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TPL
Texas Pacific Land Corp
25,117
33,280.0
-1.25%
13.910
-0.14%
0.110
-29.92%
-15.58%
21,407.6
Oil & Gas
NVDA
NVIDIA Corp
209,862
22,745.0
+0.28%
9.500
+0.03%
0.000
+66.29%
+27.19%
4,164,907.0
Semiconductors
AAPL
Apple Inc
71,822
15,954.0
+0.58%
6.670
+0.04%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
OKE
ONEOK Inc
73,046
7,248.0
+15.21%
3.030
+0.40%
0.010
-2.32%
-16.75%
51,013.7
Oil & Gas
AMZN
Amazon.com Inc
36,058
6,860.0
+2.71%
2.870
+0.08%
0.000
+26.41%
+4.06%
2,423,607.1
Retail - Cyclical
MSFT
Microsoft Corp
17,203
6,458.0
-15.66%
2.700
-0.55%
0.000
+35.37%
+20.48%
3,759,901.0
Software
UBER
Uber Technologies Inc
86,397
6,295.0
+8.40%
2.630
+0.20%
0.000
+21.92%
+49.10%
188,079.7
Software
XOM
Exxon Mobil Corp
50,618
6,020.0
-11.03%
2.520
-0.27%
0.000
+3.33%
+4.06%
473,758.6
Oil & Gas
META
Meta Platforms Inc
8,934
5,149.0
+17.72%
2.150
+0.32%
0.000
+37.26%
+22.08%
1,794,173.6
Interactive Media
FCX
Freeport-McMoRan Inc
113,541
4,299.0
+0.59%
1.800
+0.01%
0.010
+27.84%
+19.12%
62,776.0
Metals & Mining

First Dallas Securities Inc.'s Historical Top Holdings Breakdowns

First Dallas Securities Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GNRC
Generac Holdings Inc
2025-03-31
Sold Out
Sold Out
-1.68%
●
126.65 ($143.47) 164.06
$152.92
6.59%
Sold Out
0
-26,575
KEX
Kirby Corp
2025-03-31
New Buy
New Buy
+1.24%
●
95.1 ($104.38) 112.81
$117.02
12.11%
New holding
29,285
29,285
MSFT
Microsoft Corp
2025-03-31
Reduce
Reduce
-0.55%
●
375.39 ($407.71) 447.2
$505.87
24.08%
Reduce -15.66%
17,203
-3,193
ENLC Unlock Delisted
EnLink Midstream LLC
2025-03-31
Sold Out
Sold Out
-0.43%
●
14.12 ($14.63) 15.45
$14.12
-3.49%
Sold Out
0
-73,731
OKE
ONEOK Inc
2025-03-31
Add
Add
+0.40%
●
89.57 ($99.27) 109.85
$81.67
-17.73%
Add 15.21%
73,046
9,643
IBM
International Business Machines Corp
International Business Machines Corp
2025-03-31
Reduce
Reduce
-0.32%
●
217.4 ($244.61) 264.74
$282.01
15.29%
Reduce -21.43%
13,277
-3,621
META
Meta Platforms Inc
2025-03-31
Add
Add
+0.32%
●
576.36 ($645.17) 736.67
$713.58
10.60%
Add 17.72%
8,934
1,345
GOOGL
Alphabet Inc
2025-03-31
Add
Add
+0.31%
●
154.33 ($181.36) 206.38
$190.23
4.89%
Add 97.9%
9,695
4,796
ON
ON Semiconductor Corp
2025-03-31
Sold Out
Sold Out
-0.31%
●
40.69 ($50.33) 64.51
$59.61
18.44%
Sold Out
0
-11,915
XOM
Exxon Mobil Corp
2025-03-31
Reduce
Reduce
-0.27%
●
105.44 ($110.59) 118.93
$109.93
-0.60%
Reduce -11.03%
50,618
-6,278

First Dallas Securities Inc. Total Holding History ($B)

To

First Dallas Securities Inc.'s Asset Allocation

To

First Dallas Securities Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

First Dallas Securities Inc.'s Hypothetical Growth since 2025-03-31

First Dallas Securities Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

First Dallas Securities Inc.'s Holdings Heat Map

Size field:

First Dallas Securities Inc.'s Holdings Bubble Chart

First Dallas Securities Inc. News

  • 1

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