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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

SFMG, LLC

Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001512026-23-000004

Total Value
$971.8M
Positions
258
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (258)

#IssuerTicker / CUSIPSharesValue% of Filing
1ATMOS ENERGY CORPATO1,103,609$128.4M13.21%
2ISHARES TR464287200234,004$104.3M10.73%
3INVESCO EXCHANGE TRADED FD TIVZ1,665,544$84.0M8.65%
4GOLDMAN SACHS ETF TRNVGLF780,896$68.2M7.01%
5SPDR SER TR78468R812466,706$57.4M5.91%
6VANECK ETF TRUST92189F643580,829$46.3M4.77%
7APPLE INCAAPL213,782$41.5M4.27%
8PACER FDS TR69374H881778,255$37.3M3.83%
9BERKSHIRE HATHAWAY INC DELBRK-A104,189$35.5M3.66%
10MICROSOFT CORPMSFT66,904$22.8M2.34%
11ISHARES TR46428751564,351$22.3M2.29%
12AMAZON COM INCAMZN101,673$13.3M1.36%
13SPDR S&P 500 ETF TRSPY24,735$11.0M1.13%
14CSX CORPCSX289,655$9.9M1.02%
15J P MORGAN EXCHANGE TRADED F46641Q332171,812$9.5M0.98%
16ALPHABET INCGOOG71,836$8.7M0.89%
17APPLIED MATLS INC03822210554,683$7.9M0.81%
18ARES CAPITAL CORPARCC375,266$7.1M0.73%
19RAYTHEON TECHNOLOGIES CORPRTX66,935$6.6M0.67%
20ISHARES TR46428866153,854$6.2M0.64%
21FS KKR CAP CORPFSK317,384$6.1M0.63%
22WALMART INCWMT38,415$6.0M0.62%
23NVIDIA CORPORATIONNVDA13,817$5.8M0.60%
24HONEYWELL INTL INC43851610623,487$4.9M0.50%
25GLOBAL X FDS37954Y418179,544$4.8M0.49%
26VISA INCV20,062$4.8M0.49%
27CONOCOPHILLIPSCOP45,826$4.7M0.49%
28CISCO SYS INCCSCO87,999$4.6M0.47%
29VERIZON COMMUNICATIONS INCVZ118,663$4.4M0.45%
30INVESCO QQQ TRIVZ10,853$4.0M0.41%
31PHYSICIANS RLTY TR71943U104285,908$4.0M0.41%
32COMCAST CORP NEWCCZ94,561$3.9M0.40%
33STELLANTIS N.VSTLA221,785$3.9M0.40%
34SCHWAB STRATEGIC TR80852420173,677$3.9M0.40%
35SALESFORCE INCCRM17,135$3.6M0.37%
36CBRE GROUP INCCBRE44,073$3.6M0.37%
37FIRST TR NASDAQ 100 TECH IND33734510223,701$3.5M0.36%
38MEDTRONIC PLCMDT39,208$3.5M0.36%
39MERCK & CO INCMRK29,878$3.4M0.35%
40STARBUCKS CORPSBUX34,269$3.4M0.35%
41META PLATFORMS INCMETA11,188$3.2M0.33%
42SELECT SECTOR SPDR TR81369Y20923,671$3.1M0.32%
43CHEVRON CORP NEWCVX19,565$3.1M0.32%
44VERTEX PHARMACEUTICALS INCVRTX8,709$3.1M0.32%
45SPDR GOLD TRGLD17,190$3.1M0.32%
46BLACKROCK INCBLK4,397$3.0M0.31%
47HILTON GRAND VACATIONS INCHGV66,405$3.0M0.31%
48HOME DEPOT INCHD9,669$3.0M0.31%
49THERMO FISHER SCIENTIFIC INCTMO5,521$2.9M0.30%
50SCHWAB CHARLES CORPSCHW-PJ49,835$2.8M0.29%
51PEPSICO INCPEP14,811$2.7M0.28%
52ADVANCED MICRO DEVICES INCAMD24,069$2.7M0.28%
53JOHNSON & JOHNSONJNJ15,890$2.6M0.27%
54ALPHABET INCGOOG20,934$2.5M0.26%
55FIRST TR EXCHANGE TRADED FD33734X84655,125$2.5M0.26%
56TESLA INCTSLA9,199$2.4M0.25%
57BRITISH AMERN TOB PLC11044810772,515$2.4M0.25%
58DEVON ENERGY CORP NEW25179M10348,998$2.4M0.24%
59KINDER MORGAN INC DELEP-PC134,938$2.3M0.24%
60JPMORGAN CHASE & COVYLD15,099$2.2M0.23%
61INNOVATOR ETFS TRINHD64,488$2.2M0.23%
62SPDR SER TR78464A80539,503$2.2M0.22%
63INNOVATOR ETFS TRINHD76,055$2.1M0.22%
64BRISTOL-MYERS SQUIBB COCELG-RI32,821$2.1M0.22%
65BLACKSTONE INCBX20,103$1.9M0.19%
66AMPLIFY ETF TR03210840951,807$1.9M0.19%
67COSTCO WHSL CORP NEW22160K1053,405$1.8M0.19%
68EXXON MOBIL CORPXOM15,669$1.7M0.17%
69DELL TECHNOLOGIES INCDELL30,762$1.7M0.17%
70VANGUARD INDEX FDS9229083633,826$1.6M0.16%
71STRATEGY SHSSTRD42,132$1.5M0.15%
72HILTON WORLDWIDE HLDGS INCHLT10,233$1.5M0.15%
73LOWES COS INC5486611076,595$1.5M0.15%
74FIRST TR EXCHANGE TRADED FD33733B10016,219$1.4M0.15%
75MCDONALDS CORPMCD4,748$1.4M0.15%
76LILLY ELI & COLLY3,005$1.4M0.14%
77PROCTER AND GAMBLE CO7427181098,933$1.4M0.14%
78AMPLIFY ETF TR03210860759,543$1.4M0.14%
79JACOBS SOLUTIONS INCJ11,080$1.3M0.14%
80CVS HEALTH CORPCVS18,390$1.3M0.13%
81GRANITE RIDGE RESOURCES INCGRNT181,177$1.2M0.12%
82BROADCOM INCAVGO1,309$1.1M0.12%
83DARDEN RESTAURANTS INCDRI6,672$1.1M0.11%
84THE CIGNA GROUP1255231003,839$1.1M0.11%
85ABBVIE INCABBV7,694$1.0M0.11%
86VANGUARD BD INDEX FDS92193783514,181$1.0M0.11%
87EATON CORP PLCETN5,109$1.0M0.11%
88JANUS DETROIT STR TR47103U88620,346$972,3350.10%
89MARSH & MCLENNAN COS INC5717481025,064$952,4350.10%
90EXCHANGE TRADED CONCEPTS TR30150570716,084$941,8790.10%
91CONSTELLATION BRANDS INCSTZ3,623$891,6560.09%
92COCA COLA COKO14,286$860,3270.09%
93TEXAS INSTRS INC8825081044,778$860,2050.09%
94NETFLIX INCNFLX1,921$846,1810.09%
95TJX COS INC NEW8725401099,783$829,4970.09%
96KIMBERLY-CLARK CORPKMB5,915$816,6250.08%
97ISHARES TR4642871508,253$807,5170.08%
98ACCENTURE PLC IRELANDACN2,495$769,9070.08%
99PAYCHEX INCPAYX6,817$762,5690.08%
100STELLAR BANCORP INCSTEL33,278$761,7330.08%
101INTERNATIONAL BUSINESS MACHSINTR5,596$748,7860.08%
102CROSSFIRST BANKSHARES INC22766M10968,250$682,5000.07%
103UBER TECHNOLOGIES INCUBER15,757$680,2300.07%
104UNITEDHEALTH GROUP INCUNH1,409$677,1900.07%
105ABBOTT LABSABLZF6,186$674,4270.07%
106UNION PAC CORPUNP3,255$666,0520.07%
107BOEING COBA-PA3,131$661,1910.07%
108LABORATORY CORP AMER HLDGS50540R4092,650$639,5250.07%
109ISHARES TR4642887605,447$635,5010.07%
110SCHWAB STRATEGIC TR80852478911,060$627,5490.06%
111VANECK ETF TRUST92189F6764,092$623,0360.06%
112VANGUARD INDEX FDS9229087692,634$580,3190.06%
113KOSMOS ENERGY LTDKOS94,100$563,6590.06%
114DANAHER CORPORATION2358511022,337$560,8800.06%
115AMGEN INCAMGN2,498$554,6060.06%
116KLA CORPKLAC1,119$542,6350.06%
117BUILDERS FIRSTSOURCE INCBLDR3,974$540,4640.06%
118DEERE & CODE1,304$528,3680.05%
119GENERAL MLS INC3703341046,801$521,6200.05%
120BERKSHIRE HATHAWAY INC DELBRK-A1$517,8100.05%
121PHILIP MORRIS INTL INC7181721095,267$514,1650.05%
122PFIZER INCPFE13,966$512,2900.05%
123DIMENSIONAL ETF TRUST25434V40110,612$511,0970.05%
124INVESCO EXCHANGE TRADED FD TIVZ7,433$508,7150.05%
125SOUTHSTATE CORPORATIONSSB7,700$506,6600.05%
126CLOROX CO DELCLX3,184$506,3830.05%
127VANGUARD INDEX FDS9229087361,773$501,5900.05%
128APOLLO GLOBAL MGMT INC03769M1066,500$499,3020.05%
129AT&T INCT-PC30,227$482,1180.05%
130INVESCO EXCH TRADED FD TR IIIVZ10,043$479,3520.05%
131XCEL ENERGY INCXELLL7,674$477,0930.05%
132INVESCO EXCH TRADED FD TR IIIVZ7,532$473,0680.05%
133MARTIN MARIETTA MATLS INC5732841061,022$471,8470.05%
134INTERNATIONAL PAPER CO46014610314,819$471,3820.05%
135DIGITAL RLTY TR INC2538681034,119$469,0210.05%
136UNITED PARCEL SERVICE INCUPS2,586$463,5410.05%
137VANGUARD SCOTTSDALE FDS92206C1027,859$453,7150.05%
138WILLIAMS COS INC96945710013,882$452,9700.05%
139ISHARES TR4642874575,499$445,8590.05%
140ISHARES TR46429B6975,838$433,9390.04%
141LOCKHEED MARTIN CORPLMT936$430,7380.04%
142INVESCO EXCHANGE TRADED FD TIVZ2,820$421,9850.04%
143TRANE TECHNOLOGIES PLCTT2,176$416,2710.04%
144ROCKWELL AUTOMATION INCROK1,243$409,5060.04%
145SELECT SECTOR SPDR TR81369Y5064,986$404,7170.04%
146ISHARES TR4642874995,528$403,7100.04%
147WEST PHARMACEUTICAL SVSC INC9553061051,046$400,0640.04%
148PIONEER NAT RES CO7237871071,918$397,3550.04%
149CHENIERE ENERGY INCLNG2,567$391,1240.04%
150PALANTIR TECHNOLOGIES INCPLTR24,482$375,3090.04%
151SCHWAB STRATEGIC TR8085248627,783$374,0510.04%
152NORTHROP GRUMMAN CORPNOC813$370,4740.04%
153ASML HOLDING N VASMLF508$368,1730.04%
154ALPS ETF TR00162Q4529,350$366,6140.04%
155OMNICOM GROUP INCOMC3,817$363,1880.04%
156INDEPENDENCE RLTY TR INC45378A10619,856$361,7790.04%
157BANK AMERICA CORP06050510412,356$354,5050.04%
158PLAINS GP HLDGS L PPAGP23,629$350,4180.04%
159MARATHON PETE CORPMARA3,000$349,8380.04%
160ISHARES TR46432F8425,164$348,5990.04%
161MOTOROLA SOLUTIONS INCMSI1,185$347,4250.04%
162MSCI INCMSCI739$346,8050.04%
163INTERCONTINENTAL EXCHANGE IN45866F1043,047$344,5800.04%
164VANGUARD SPECIALIZED FUNDS9219088442,106$342,0540.04%
165CATERPILLAR INCCAT1,366$336,1160.03%
166VALERO ENERGY CORPVLO2,828$331,7240.03%
167ONEOK INC NEWOKE5,346$329,9300.03%
168SOUTHERN COSOMN4,649$326,5750.03%
169ADOBE SYSTEMS INCORPORATEDADBE665$325,1780.03%
170VANGUARD SCOTTSDALE FDS92206C6644,265$322,5190.03%
171CANADIAN PACIFIC KANSAS CITYCP3,984$321,7880.03%
172ISHARES TR4642873094,491$316,5420.03%
173ISHARES TR46428868710,232$316,4760.03%
174WELLTOWER INCWELL3,902$315,6330.03%
175ILLINOIS TOOL WKS INC4523081091,261$315,4520.03%
176VANGUARD WORLD FDS92204A702696$307,7430.03%
177AIR PRODS & CHEMS INCAIIR1,024$306,6170.03%
178ALTRIA GROUP INCMO6,569$297,5860.03%
179SEAGATE TECHNOLOGY HLDNGS PLSE4,788$296,2070.03%
180EOG RES INCEOG2,566$293,6530.03%
181DISNEY WALT CO2546871063,275$292,3810.03%
182ATKORE INCATKR1,857$289,5810.03%
183SCHWAB STRATEGIC TR8085246076,592$288,7420.03%
184DICKS SPORTING GOODS INC2533931022,175$287,5130.03%
185CHUBB LIMITEDCB1,449$279,0190.03%
186ENBRIDGE INCENNPF7,340$272,6810.03%
187S&P GLOBAL INCSPGI679$272,3670.03%
188FREEPORT-MCMORAN INCFCX6,776$271,0220.03%
189ASTRAZENECA PLCAZN3,749$268,3010.03%
190ISHARES TR46429B6632,626$264,6360.03%
191ANALOG DEVICES INCADI1,352$263,3830.03%
192ORACLE CORPORCL-PD2,209$263,0600.03%
193GENERAL ELECTRIC CO3696043012,338$256,7940.03%
194HCA HEALTHCARE INCHCA846$256,7440.03%
195INTEL CORPINTC7,606$254,3520.03%
196NEXTERA ENERGY PARTNERS LPNEE-PW4,325$253,6180.03%
197HUMANA INCHUM567$253,5150.03%
198BORGWARNER INCBWA5,069$247,9250.03%
199ISHARES TR4642875723,196$243,1000.03%
200GILEAD SCIENCES INCGILD3,145$242,3850.02%
201DOW INCDOW4,545$242,0580.02%
202AMERICAN ELEC PWR CO INC0255371012,871$241,7380.02%
203ISHARES TR4642878042,417$240,8960.02%
204MATADOR RES COMTDR4,600$240,6720.02%
205COTERRA ENERGY INCCTRA9,474$239,6920.02%
206CORNING INCGLW6,661$233,4010.02%
207COMSTOCK RES INCLODE20,000$232,0000.02%
208ETF SER SOLUTIONS26922A84210,798$231,2930.02%
209SPDR DOW JONES INDL AVERAGE78467X109662$227,5540.02%
210PAYPAL HLDGS INCPYPL3,409$227,4830.02%
211VANGUARD WORLD FD9219108731,452$227,1800.02%
212AMAZON COM INCAMZN30,000$226,9680.02%
213ENERGY TRANSFER L PET-PI17,715$224,9750.02%
214TARGET CORPTGT1,705$224,9160.02%
215OLD REP INTL CORP6802231048,793$221,3200.02%
216ISHARES TR4642871681,953$221,2580.02%
217VANECK ETF TRUST92189F6356,255$220,5780.02%
218PLBY GROUP INCPLBY130,000$218,4000.02%
219HENRY JACK & ASSOC INC4262811011,303$218,0310.02%
220SPDR SER TR78468R5561,670$215,1460.02%
221TRAVELERS COMPANIES INCTRV1,229$213,4280.02%
222PALO ALTO NETWORKS INCPANW834$213,0950.02%
223NASDAQ INCNDAQ4,254$212,0620.02%
224ALIGN TECHNOLOGY INCALGN594$210,0620.02%
225LINDE PLCLIN550$209,4750.02%
226WASTE MGMT INC DEL94106L1091,203$208,6240.02%
227CHARTER COMMUNICATIONS INC N16119P108567$208,2990.02%
228MODERNA INCMRNA1,708$207,5220.02%
229QUALCOMM INCQCOM1,743$207,4870.02%
230BRIGHT HORIZONS FAM SOL IN D1091941002,226$205,7940.02%
231SCHWAB STRATEGIC TR8085248544,134$203,7240.02%
232EPR PPTYS26884U3077,168$203,2840.02%
233BLACK STONE MINERALS L PBSMLP12,205$194,6650.02%
234ABRDN GOLD ETF TRUST00326A10410,014$183,9570.02%
235BLACKROCK DEBT STRATEGIES FDBLK18,708$183,1510.02%
236DHT HOLDINGS INCDHT19,015$162,1980.02%
237SLR INVESTMENT CORPSLRC10,087$143,9410.01%
238HUNTINGTON BANCSHARES INCHBANP11,110$119,7660.01%
239NEW YORK CMNTY BANCORP INC64944510310,522$118,2690.01%
240BLACKROCK ENHANCED EQUITY DIBLK10,217$85,2090.01%
241VALLEY NATL BANCORP91979410710,156$78,7090.01%
242EDGEWISE THERAPEUTICS INCEWTX10,000$77,5000.01%
243BLEND LABS INCBLND66,071$62,5820.01%
244TILRAY BRANDS INCTLRY34,854$54,3720.01%
245ORIGIN MATERIALS INCORGNW10,000$42,6000.00%
246FLOTEK INDS INC DEL34338910255,000$40,3700.00%
247VISHAY INTERTECHNOLOGY INCVSH35,000$38,3220.00%
248GROWGENERATION CORPGRWG10,378$35,2850.00%
249CRONOS GROUP INCCRON17,622$34,7150.00%
250STRIDE INCLRN35,000$33,7020.00%
251PARSONS CORP DELPSN28,000$31,9380.00%
252INSIGHT ENTERPRISES INCNSIT14,000$29,9750.00%
253CIPHER MINING INC17253J10610,000$28,6000.00%
254SEASTAR MEDICAL HOLDING CORPICUCW43,888$22,8220.00%
255PACIRA BIOSCIENCES INCPCRX24,000$22,1410.00%
256CHEESECAKE FACTORY INCCAKE23,000$19,5000.00%
257CANOPY GROWTH CORPCGC31,404$12,1820.00%
258RVL PHARMACEUTICALS PLCG6S41R10110,000$5,6010.00%