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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 Q4 2023 · Filed November 6, 2023 · Accession 0001512026-23-000005

Total Value
$972.9M
Positions
256
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (256)

#IssuerTicker / CUSIPSharesValue% of Filing
1ATMOS ENERGY CORPATO1,085,637$115.0M11.82%
2ISHARES TR464287200247,373$106.2M10.92%
3INVESCO EXCHANGE TRADED FD TIVZ1,695,654$84.9M8.72%
4GOLDMAN SACHS ETF TRNVGLF806,562$67.9M6.98%
5SPDR SER TR78468R812490,363$59.2M6.08%
6VANECK ETF TRUST92189F643589,492$44.7M4.60%
7PACER FDS TR69374H881803,653$39.7M4.08%
8APPLE INCAAPL227,099$38.9M4.00%
9BERKSHIRE HATHAWAY INC DELBRK-A103,498$36.3M3.73%
10ISHARES TR46428751565,191$22.2M2.29%
11MICROSOFT CORPMSFT67,677$21.4M2.20%
12SCHWAB STRATEGIC TR808524680673,501$21.3M2.19%
13AMAZON COM INCAMZN103,907$13.2M1.36%
14J P MORGAN EXCHANGE TRADED F46641Q332187,025$10.0M1.03%
15SPDR S&P 500 ETF TRSPY22,773$9.7M1.00%
16ALPHABET INCGOOG70,591$9.3M0.96%
17CSX CORPCSX293,883$9.0M0.93%
18APPLIED MATLS INC03822210555,630$7.7M0.79%
19ARES CAPITAL CORPARCC388,032$7.6M0.78%
20FS KKR CAP CORPFSK330,363$6.5M0.67%
21WALMART INCWMT39,385$6.3M0.65%
22NVIDIA CORPORATIONNVDA14,234$6.2M0.64%
23CONOCOPHILLIPSCOP46,967$5.6M0.58%
24ISHARES TR46428866146,115$5.2M0.54%
25RTX CORPORATIONRTX68,755$4.9M0.51%
26CISCO SYS INCCSCO90,670$4.9M0.50%
27VISA INCV20,895$4.8M0.49%
28STELLANTIS N.VSTLA233,403$4.5M0.46%
29GLOBAL X FDS37954Y418186,852$4.4M0.45%
30HONEYWELL INTL INC43851610623,645$4.4M0.45%
31COMCAST CORP NEWCCZ98,441$4.4M0.45%
32VERIZON COMMUNICATIONS INCVZ127,984$4.1M0.43%
33INVESCO QQQ TRIVZ10,815$3.9M0.40%
34SALESFORCE INCCRM18,306$3.7M0.38%
35SCHWAB STRATEGIC TR80852420173,167$3.7M0.38%
36PHYSICIANS RLTY TR71943U104295,423$3.6M0.37%
37FIRST TR NASDAQ 100 TECH IND33734510223,470$3.4M0.35%
38CBRE GROUP INCCBRE45,753$3.4M0.35%
39CHEVRON CORP NEWCVX19,809$3.3M0.34%
40MEDTRONIC PLCMDT42,060$3.3M0.34%
41STARBUCKS CORPSBUX35,928$3.3M0.34%
42META PLATFORMS INCMETA10,746$3.2M0.33%
43MERCK & CO INCMRK30,007$3.1M0.32%
44BLACKROCK INCBLK4,668$3.0M0.31%
45TESLA INCTSLA12,010$3.0M0.31%
46SELECT SECTOR SPDR TR81369Y20923,145$3.0M0.31%
47SPDR GOLD TRGLD17,217$3.0M0.30%
48SCHWAB CHARLES CORPSCHW-PJ53,468$2.9M0.30%
49THERMO FISHER SCIENTIFIC INCTMO5,652$2.9M0.29%
50ALPHABET INCGOOG20,671$2.7M0.28%
51HILTON GRAND VACATIONS INCHGV66,405$2.7M0.28%
52FIRST TR EXCHANGE TRADED FD33734X84655,968$2.5M0.26%
53ADVANCED MICRO DEVICES INCAMD24,113$2.5M0.25%
54BRITISH AMERN TOB PLC11044810777,223$2.4M0.25%
55PEPSICO INCPEP14,093$2.4M0.25%
56VERTEX PHARMACEUTICALS INCVRTX6,739$2.3M0.24%
57DEVON ENERGY CORP NEW25179M10348,123$2.3M0.24%
58KINDER MORGAN INC DELEP-PC137,142$2.3M0.23%
59JOHNSON & JOHNSONJNJ14,272$2.2M0.23%
60JPMORGAN CHASE & COVYLD14,998$2.2M0.22%
61SPDR SER TR78464A80539,503$2.1M0.21%
62BLACKSTONE INCBX18,954$2.0M0.21%
63INNOVATOR ETFS TRINHD59,888$2.0M0.20%
64EXXON MOBIL CORPXOM16,218$1.9M0.20%
65COSTCO WHSL CORP NEW22160K1053,374$1.9M0.20%
66BRISTOL-MYERS SQUIBB COCELG-RI32,680$1.9M0.19%
67INNOVATOR ETFS TRINHD66,712$1.9M0.19%
68AMPLIFY ETF TR03210840947,966$1.7M0.17%
69ELI LILLY & COLLY3,036$1.6M0.17%
70HOME DEPOT INCHD5,252$1.6M0.16%
71VANGUARD INDEX FDS9229083633,943$1.5M0.16%
72HILTON WORLDWIDE HLDGS INCHLT10,233$1.5M0.16%
73JACOBS SOLUTIONS INCJ11,058$1.5M0.16%
74FIRST TR EXCHANGE TRADED FD33733B10017,157$1.4M0.15%
75STRATEGY SHSSTRD41,410$1.4M0.15%
76TEXAS INSTRS INC8825081048,508$1.4M0.14%
77CVS HEALTH CORPCVS18,402$1.3M0.13%
78AMPLIFY ETF TR03210860761,138$1.2M0.13%
79ABBVIE INCABBV7,941$1.2M0.12%
80MCDONALDS CORPMCD4,476$1.2M0.12%
81LOWES COS INC5486611075,653$1.2M0.12%
82PROCTER AND GAMBLE CO7427181097,923$1.2M0.12%
83GRANITE RIDGE RESOURCES INCGRNT184,454$1.1M0.12%
84EATON CORP PLCETN5,222$1.1M0.11%
85THE CIGNA GROUP1255231003,852$1.1M0.11%
86BROADCOM INCAVGO1,183$982,9510.10%
87DARDEN RESTAURANTS INCDRI6,660$953,7910.10%
88MARSH & MCLENNAN COS INC5717481024,985$948,6440.10%
89PALANTIR TECHNOLOGIES INCPLTR56,880$910,0800.09%
90CONSTELLATION BRANDS INCSTZ3,594$903,2430.09%
91TJX COS INC NEW8725401099,344$830,4810.09%
92KIMBERLY-CLARK CORPKMB6,575$794,5890.08%
93PAYCHEX INCPAYX6,890$794,5730.08%
94NETFLIX INCNFLX2,101$793,2250.08%
95ACCENTURE PLC IRELANDACN2,548$782,5160.08%
96COCA COLA COKO13,915$778,9470.08%
97KOSMOS ENERGY LTDKOS94,100$769,7380.08%
98VANGUARD BD INDEX FDS92193783510,966$765,1870.08%
99EXCHANGE TRADED CONCEPTS TR30150570714,669$738,7310.08%
100STELLAR BANCORP INCSTEL33,278$709,4870.07%
101INTERNATIONAL BUSINESS MACHSINTR5,051$708,6780.07%
102UNITEDHEALTH GROUP INCUNH1,403$707,5080.07%
103CROSSFIRST BANKSHARES INC22766M10968,250$688,6430.07%
104AMGEN INCAMGN2,544$683,7250.07%
105APOLLO GLOBAL MGMT INC03769M1067,532$676,0810.07%
106UBER TECHNOLOGIES INCUBER14,532$668,3270.07%
107ISHARES TR4642871507,090$667,8490.07%
108PLAINS GP HLDGS L PPAGP40,249$648,8140.07%
109SCHWAB STRATEGIC TR80852478911,060$609,3350.06%
110VANECK ETF TRUST92189F6763,970$575,5980.06%
111DANAHER CORPORATION2358511022,319$575,3440.06%
112ABBOTT LABSABLZF5,929$574,2500.06%
113DEERE & CODE1,504$567,5800.06%
114VANGUARD INDEX FDS9229087692,653$563,4230.06%
115BOEING COBA-PA2,888$553,6170.06%
116ENTERPRISE PRODS PARTNERS L29379210719,895$544,5290.06%
117WILLIAMS COS INC96945710016,015$539,5450.06%
118BERKSHIRE HATHAWAY INC DELBRK-A1$531,4770.05%
119PIONEER NAT RES CO7237871072,307$529,6240.05%
120ISHARES TR4642887604,988$528,5780.05%
121INVESCO EXCHANGE TRADED FD TIVZ6,800$521,6960.05%
122UNION PAC CORPUNP2,558$520,8100.05%
123SOUTHSTATE CORPORATIONSSB7,700$518,6720.05%
124MARATHON PETE CORPMARA3,425$518,2750.05%
125KLA CORPKLAC1,121$514,2050.05%
126JANUS DETROIT STR TR47103U88610,563$506,7070.05%
127PHILIP MORRIS INTL INC7181721095,462$505,6720.05%
128INTERNATIONAL PAPER CO46014610314,163$502,3510.05%
129DIGITAL RLTY TR INC2538681034,134$500,3300.05%
130BUILDERS FIRSTSOURCE INCBLDR3,974$494,7230.05%
131DIMENSIONAL ETF TRUST25434V40110,616$494,1980.05%
132TRANE TECHNOLOGIES PLCTT2,408$488,6750.05%
133LABORATORY CORP AMER HLDGS50540R4092,420$486,5410.05%
134AT&T INCT-PC32,258$484,5220.05%
135VANGUARD INDEX FDS9229087361,718$467,8290.05%
136VANGUARD SCOTTSDALE FDS92206C1027,859$452,6930.05%
137INVESCO EXCH TRADED FD TR IIIVZ10,043$447,7610.05%
138GENERAL MLS INC3703341046,989$447,2280.05%
139ISHARES TR4642874575,499$445,2540.05%
140ONEOK INC NEWOKE7,016$445,0290.05%
141INVESCO EXCH TRADED FD TR IIIVZ7,531$442,7470.05%
142XCEL ENERGY INCXELLL7,679$439,3920.05%
143PFIZER INCPFE13,108$434,8030.04%
144CHENIERE ENERGY INCLNG2,567$426,0370.04%
145ISHARES TR46429B6975,838$422,5540.04%
146SELECT SECTOR SPDR TR81369Y5064,668$421,8990.04%
147MARTIN MARIETTA MATLS INC5732841061,023$419,9210.04%
148CLOROX CO DELCLX3,149$412,7080.04%
149INVESCO EXCHANGE TRADED FD TIVZ2,896$410,3150.04%
150SOUTHERN COSOMN6,289$407,0490.04%
151UNITED PARCEL SERVICE INCUPS2,590$403,7030.04%
152ALPS ETF TR00162Q4529,350$394,5700.04%
153WEST PHARMACEUTICAL SVSC INC9553061051,026$384,9650.04%
154ISHARES TR4642874995,528$382,8140.04%
155BANK AMERICA CORP06050510413,866$379,6490.04%
156VALERO ENERGY CORPVLO2,676$379,2160.04%
157MSCI INCMSCI739$379,1660.04%
158CME GROUP INCCME1,885$377,3190.04%
159ORACLE CORPORCL-PD3,546$375,5840.04%
160CATERPILLAR INCCAT1,371$374,2440.04%
161SCHWAB STRATEGIC TR8085248627,783$372,7280.04%
162ENERGY TRANSFER L PET-PI26,250$368,2830.04%
163ALTRIA GROUP INCMO8,615$362,2800.04%
164NORTHROP GRUMMAN CORPNOC816$359,3800.04%
165MATADOR RES COMTDR6,000$356,8800.04%
166VANGUARD INDEX FDS9229087442,475$341,3770.04%
167MOTOROLA SOLUTIONS INCMSI1,242$338,1250.03%
168ADOBE INCADBE657$335,0040.03%
169LOCKHEED MARTIN CORPLMT806$329,6810.03%
170VANGUARD SPECIALIZED FUNDS9219088442,113$328,3800.03%
171INTERCONTINENTAL EXCHANGE IN45866F1042,973$327,0660.03%
172EOG RES INCEOG2,569$325,6460.03%
173SEAGATE TECHNOLOGY HLDNGS PLSE4,823$318,0600.03%
174DISNEY WALT CO2546871063,870$313,6490.03%
175CHUBB LIMITEDCB1,488$309,6720.03%
176ISHARES TR4642873094,491$307,2900.03%
177VANGUARD SCOTTSDALE FDS92206C6644,265$304,6920.03%
178VANGUARD WORLD FDS92204A702730$302,8770.03%
179CANADIAN PACIFIC KANSAS CITYCP4,065$302,4780.03%
180ASML HOLDING N VASMLF510$300,2170.03%
181AIR PRODS & CHEMS INCAIIR1,050$297,4970.03%
182INTEL CORPINTC8,229$292,5450.03%
183ILLINOIS TOOL WKS INC4523081091,249$287,6570.03%
184ISHARES TR4642886879,417$283,9110.03%
185INDEPENDENCE RLTY TR INC45378A10619,936$280,4930.03%
186WELLTOWER INCWELL3,404$278,8560.03%
187ROCKWELL AUTOMATION INCROK975$278,7230.03%
188ATKORE INCATKR1,857$277,0460.03%
189HUMANA INCHUM568$276,3350.03%
190SCHWAB STRATEGIC TR8085246076,626$274,4670.03%
191FREEPORT-MCMORAN INCFCX7,097$264,6350.03%
192TARGA RES CORPTRGP3,031$259,8170.03%
193ISHARES TR46429B6632,626$259,6480.03%
194COTERRA ENERGY INCCTRA9,483$256,5150.03%
195ASTRAZENECA PLCAZN3,773$255,5170.03%
196ISHARES TR46432F8423,960$254,8540.03%
197AIRBNB INCABNB1,854$254,3870.03%
198GENERAL ELECTRIC CO3696043012,297$253,9320.03%
199MODERNA INCMRNA2,408$248,7220.03%
200SPDR SER TR78468R5561,670$247,0100.03%
201CHARTER COMMUNICATIONS INC N16119P108561$246,7390.03%
202WELLS FARGO CO NEW9497461016,036$246,6510.03%
203ENBRIDGE INCENNPF7,340$246,1500.03%
204ANALOG DEVICES INCADI1,372$240,2230.02%
205OLD REP INTL CORP6802231048,793$236,8830.02%
206SCHLUMBERGER LTDSLB4,063$236,8660.02%
207DICKS SPORTING GOODS INC2533931022,177$236,3790.02%
208ISHARES TR4642875723,196$234,0870.02%
209DRAFTKINGS INC NEWDKNG7,805$229,7790.02%
210TEXAS PACIFIC LAND CORPORATITPL126$229,7690.02%
211OMNICOM GROUP INCOMC2,979$221,8760.02%
212COMSTOCK RES INCLODE20,000$220,6000.02%
213AMERICAN ELEC PWR CO INC0255371012,871$215,9570.02%
214SPROUTS FMRS MKT INC85208M1025,016$214,6850.02%
215BORGWARNER INCBWA5,260$212,3460.02%
216S&P GLOBAL INCSPGI575$210,2890.02%
217LINDE PLCLIN564$209,8910.02%
218VANECK ETF TRUST92189F6356,255$209,7710.02%
219HCA HEALTHCARE INCHCA847$208,3450.02%
220PALO ALTO NETWORKS INCPANW877$205,6040.02%
221TRAVELERS COMPANIES INCTRV1,234$201,5250.02%
222DHT HOLDINGS INCDHT19,015$195,8550.02%
223BLACKROCK DEBT STRATEGIES FDBLK18,708$192,1310.02%
224ETF SER SOLUTIONS26922A84210,798$183,8900.02%
225ABRDN GOLD ETF TRUST00326A10410,000$176,9000.02%
226NUVEEN MUNICIPAL CREDIT INCNU15,680$163,5420.02%
227PLBY GROUP INCPLBY200,000$160,2000.02%
228BLACKROCK MUNIYIELD QUALITYBLK16,526$157,8230.02%
229SLR INVESTMENT CORPSLRC10,087$155,2390.02%
230BLACKROCK MUNIYIELD FD INCBLK15,213$139,6550.01%
231NUVEEN QUALITY MUNCP INCOMENU13,715$139,0730.01%
232NUVEEN AMT FREE QLTY MUN INCNU13,431$130,0130.01%
233BLACKROCK MUNICIPAL INCOMEBLK12,732$129,2300.01%
234BLACKROCK MUNIVEST FD INCBLK20,753$125,7630.01%
235BLACKROCK MUNIHOLDINGS QUALIBLK14,312$125,6590.01%
236BLACKROCK MUNIHOLDINGS FD INBLK12,093$124,6790.01%
237NEW YORK CMNTY BANCORP INC64944510310,670$120,9960.01%
238HUNTINGTON BANCSHARES INCHBANP11,110$115,5440.01%
239BLEND LABS INCBLND66,071$90,5170.01%
240VALLEY NATL BANCORP91979410710,156$86,9350.01%
241TILRAY BRANDS INCTLRY33,854$80,9110.01%
242EDGEWISE THERAPEUTICS INCEWTX10,000$57,3000.01%
243STRIDE INCLRN35,000$36,8630.00%
244AMAZON COM INCAMZN2,000$36,7000.00%
245AMAZON COM INCAMZN10,000$36,0000.00%
246VISHAY INTERTECHNOLOGY INCVSH35,000$35,3870.00%
247PARSONS CORP DELPSN28,000$35,2860.00%
248CRONOS GROUP INCCRON17,622$35,2440.00%
249GROWGENERATION CORPGRWG10,378$30,3040.00%
250INSIGHT ENTERPRISES INCNSIT14,000$30,2200.00%
251CANOPY GROWTH CORPCGC31,154$24,3870.00%
252CIPHER MINING INC17253J10610,000$23,3000.00%
253PACIRA BIOSCIENCES INCPCRX24,000$21,6260.00%
254CHEESECAKE FACTORY INCCAKE23,000$19,1840.00%
255ORIGIN MATERIALS INCORGNW10,000$12,8000.00%
256SEASTAR MEDICAL HOLDING CORPICUCW43,888$11,5860.00%