Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 Q1 2024 · Filed May 7, 2024 · Accession 0001512026-24-000003

Total Value
$1.16B
Positions
283
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (283)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200246,530$129.6M11.14%
2ATMOS ENERGY CORPATO1,049,968$124.8M10.73%
3INVESCO EXCHANGE TRADED FD TIVZ1,667,650$100.8M8.66%
4GOLDMAN SACHS ETF TRNVGLF805,653$83.6M7.19%
5SPDR SER TR78468R812501,860$73.1M6.28%
6VANECK ETF TRUST92189F643578,497$52.0M4.47%
7PACER FDS TR69374H881825,499$48.0M4.12%
8BERKSHIRE HATHAWAY INC DELBRK-A101,824$42.8M3.68%
9APPLE INCAAPL225,415$38.7M3.32%
10MICROSOFT CORPMSFT68,631$28.9M2.48%
11ISHARES TR464287515326,847$27.9M2.40%
12SCHWAB STRATEGIC TR808524680641,609$21.6M1.86%
13AMAZON COM INCAMZN101,703$18.3M1.58%
14NVIDIA CORPORATIONNVDA14,639$13.2M1.14%
15J P MORGAN EXCHANGE TRADED F46641Q332207,580$12.0M1.03%
16SPDR S&P 500 ETF TRSPY22,525$11.8M1.01%
17APPLIED MATLS INC03822210555,401$11.4M0.98%
18ALPHABET INCGOOG70,982$10.8M0.93%
19ARES CAPITAL CORPARCC416,703$8.7M0.75%
20FS KKR CAP CORPFSK382,183$7.3M0.63%
21WALMART INCWMT118,564$7.1M0.61%
22RTX CORPORATIONRTX70,511$6.9M0.59%
23STELLANTIS N.VSTLA237,669$6.7M0.58%
24CSX CORPCSX175,609$6.5M0.56%
25CONOCOPHILLIPSCOP47,650$6.1M0.52%
26VISA INCV21,520$6.0M0.52%
27SCHWAB STRATEGIC TR80852420194,715$5.9M0.51%
28SALESFORCE INCCRM18,629$5.6M0.48%
29CISCO SYS INCCSCO110,029$5.5M0.47%
30META PLATFORMS INCMETA11,150$5.4M0.47%
31VERIZON COMMUNICATIONS INCVZ125,532$5.3M0.45%
32INVESCO QQQ TRIVZ11,296$5.0M0.43%
33FIDELITY COVINGTON TRUST316092121172,870$5.0M0.43%
34HONEYWELL INTL INC43851610624,108$4.9M0.43%
35PALO ALTO NETWORKS INCPANW16,824$4.8M0.41%
36ADVANCED MICRO DEVICES INCAMD25,189$4.5M0.39%
37CBRE GROUP INCCBRE46,476$4.5M0.39%
38COMCAST CORP NEWCCZ103,714$4.5M0.39%
39FIRST TR NASDAQ 100 TECH IND33734510223,428$4.5M0.38%
40SCHLUMBERGER LTDSLB81,081$4.4M0.38%
41SCHWAB CHARLES CORPSCHW-PJ56,156$4.1M0.35%
42BLACKROCK INCBLK4,863$4.1M0.35%
43MEDTRONIC PLCMDT45,907$4.0M0.34%
44ISHARES TR46428866131,130$3.6M0.31%
45SELECT SECTOR SPDR TR81369Y20923,145$3.4M0.29%
46STARBUCKS CORPSBUX37,343$3.4M0.29%
47THERMO FISHER SCIENTIFIC INCTMO5,836$3.4M0.29%
48JPMORGAN CHASE & COVYLD16,546$3.3M0.28%
49HEALTHPEAK PROPERTIES INCDOC174,715$3.3M0.28%
50VERTEX PHARMACEUTICALS INCVRTX7,785$3.3M0.28%
51DEVON ENERGY CORP NEW25179M10364,618$3.2M0.28%
52KINDER MORGAN INC DELEP-PC171,981$3.2M0.27%
53HILTON GRAND VACATIONS INCHGV66,405$3.1M0.27%
54FIRST TR EXCHANGE TRADED FD33734X84655,549$3.1M0.27%
55ALPHABET INCGOOG20,108$3.0M0.26%
56CHEVRON CORP NEWCVX18,989$3.0M0.26%
57SPDR GOLD TRGLD14,534$3.0M0.26%
58SPDR SER TR78464A80540,596$2.6M0.22%
59COSTCO WHSL CORP NEW22160K1053,471$2.5M0.22%
60ELI LILLY & COLLY3,042$2.4M0.20%
61JOHNSON & JOHNSONJNJ14,344$2.3M0.20%
62PEPSICO INCPEP12,928$2.3M0.19%
63AMPLIFY ETF TR03210860762,052$2.3M0.19%
64VANGUARD INDEX FDS9229083634,498$2.2M0.19%
65HOME DEPOT INCHD5,491$2.1M0.18%
66TESLA INCTSLA11,812$2.1M0.18%
67TEXAS INSTRS INC88250810411,746$2.0M0.18%
68HILTON WORLDWIDE HLDGS INCHLT9,247$2.0M0.17%
69INNOVATOR ETFS TRUSTINHD65,234$1.9M0.16%
70EXXON MOBIL CORPXOM16,387$1.9M0.16%
71BLACKSTONE INCBX13,789$1.8M0.16%
72FIRST TR EXCHANGE-TRADED FD33733B10017,310$1.8M0.15%
73JACOBS SOLUTIONS INCJ11,064$1.7M0.15%
74EATON CORP PLCETN5,220$1.6M0.14%
75BRISTOL-MYERS SQUIBB COCELG-RI29,467$1.6M0.14%
76BROADCOM INCAVGO1,205$1.6M0.14%
77INNOVATOR ETFS TRUSTINHD44,019$1.6M0.13%
78INNOVATOR ETFS TRUSTINHD49,154$1.5M0.13%
79MCDONALDS CORPMCD5,232$1.5M0.13%
80LOWES COS INC5486611075,623$1.4M0.12%
81THE CIGNA GROUP1255231003,864$1.4M0.12%
82PROCTER AND GAMBLE CO7427181098,569$1.4M0.12%
83PALANTIR TECHNOLOGIES INCPLTR57,598$1.3M0.11%
84KIMBERLY-CLARK CORPKMB10,093$1.3M0.11%
85ABBVIE INCABBV7,120$1.3M0.11%
86NETFLIX INCNFLX2,070$1.3M0.11%
87GRANITE RIDGE RESOURCES INCGRNT181,460$1.2M0.10%
88MERCK & CO INCMRK8,861$1.2M0.10%
89MCKESSON CORPMCK2,161$1.2M0.10%
90DARDEN RESTAURANTS INCDRI6,678$1.1M0.10%
91AMPLIFY ETF TR03210840926,332$1.0M0.09%
92ACCENTURE PLC IRELANDACN2,770$960,2670.08%
93INTERNATIONAL BUSINESS MACHSINTR4,924$940,3150.08%
94BUILDERS FIRSTSOURCE INCBLDR4,474$933,0530.08%
95VANECK ETF TRUST92189F6764,140$931,5340.08%
96CONSTELLATION BRANDS INCSTZ3,345$908,9640.08%
97TJX COS INC NEW8725401098,829$895,4030.08%
98MARSH & MCLENNAN COS INC5717481024,326$891,0930.08%
99PAYCHEX INCPAYX7,053$866,1160.07%
100APOLLO GLOBAL MGMT INC03769M1067,609$855,6170.07%
101ISHARES TR4642882577,592$836,1070.07%
102ISHARES TR4642871507,187$828,6630.07%
103STELLAR BANCORP INCSTEL32,711$796,8400.07%
104KLA CORPKLAC1,128$787,7450.07%
105UNITEDHEALTH GROUP INCUNH1,571$777,0110.07%
106VANGUARD BD INDEX FDS92193783510,570$767,6990.07%
107INVESCO EXCH TRADED FD TR IIIVZ17,011$755,2880.06%
108EXCHANGE TRADED CONCEPTS TRU30150570712,872$754,8010.06%
109PLAINS GP HLDGS L PPAGP40,249$734,5440.06%
110BIOGEN INCBIIB3,341$720,3640.06%
111SCHWAB CHARLES FAMILY FDSCHW-PJ718,403$718,4030.06%
112TRANE TECHNOLOGIES PLCTT2,385$716,0340.06%
113AMGEN INCAMGN2,450$696,4760.06%
114MARATHON PETE CORPMARA3,439$692,9270.06%
115SOUTHSTATE CORPORATIONSSB7,700$654,7310.06%
116WILLIAMS COS INC96945710016,654$649,0010.06%
117BERKSHIRE HATHAWAY INC DELBRK-A1$634,4400.05%
118VANGUARD INDEX FDS9229087692,424$630,1020.05%
119MARTIN MARIETTA MATLS INC5732841061,024$628,6750.05%
120SCHWAB STRATEGIC TR8085247899,405$623,1750.05%
121DISNEY WALT CO2546871065,091$622,8820.05%
122DIGITAL RLTY TR INC2538681034,185$602,8200.05%
123DIMENSIONAL ETF TRUST25434V40110,525$599,7270.05%
124VANGUARD INDEX FDS9229087361,719$591,5930.05%
125COCA COLA COKO9,659$590,9320.05%
126ABBOTT LABSABLZF5,163$586,8400.05%
127DANAHER CORPORATION2358511022,336$583,3610.05%
128ENTERPRISE PRODS PARTNERS L29379210719,640$573,0950.05%
129UNION PAC CORPUNP2,308$567,5850.05%
130BOEING COBA-PA2,930$565,4090.05%
131ONEOK INC NEWOKE7,032$563,7400.05%
132ALPS ETF TR00162Q45211,750$557,6550.05%
133KOSMOS ENERGY LTDKOS93,480$557,1410.05%
134ISHARES TR4642887864,705$552,3200.05%
135DEERE & CODE1,313$539,4420.05%
136AMPLIFY ETF TR0321086648,381$537,3060.05%
137ISHARES TR4642887604,004$528,2480.05%
138PHILIP MORRIS INTL INC7181721095,679$520,2680.04%
139AT&T INCT-PC29,554$520,1480.04%
140GRAYSCALE BITCOIN TR BTCGBTC8,216$519,0050.04%
141CATERPILLAR INCCAT1,392$510,0040.04%
142INVESCO EXCH TRADED FD TR IIIVZ10,043$502,2860.04%
143LABORATORY CORP AMER HLDGS50540R4092,292$500,7100.04%
144ENERGY TRANSFER L PET-PI31,406$494,0140.04%
145ORACLE CORPORCL-PD3,896$489,4050.04%
146DICKS SPORTING GOODS INC2533931022,175$489,0710.04%
147ISHARES TR46429B6975,838$487,9400.04%
148UBER TECHNOLOGIES INCUBER6,260$481,9720.04%
149BANK AMERICA CORP06050510412,577$476,9330.04%
150ISHARES TR4642874995,637$473,9730.04%
151ASML HOLDING N VASMLF481$466,3110.04%
152GENERAL MLS INC3703341046,651$465,3620.04%
153INVESCO EXCHANGE TRADED FD TIVZ5,481$455,3610.04%
154INVESCO EXCH TRADED FD TR IIIVZ6,881$453,2510.04%
155CLOROX CO DELCLX2,955$452,4860.04%
156SOUTHERN COSOMN6,203$445,0140.04%
157MOTOROLA SOLUTIONS INCMSI1,240$440,0750.04%
158VALERO ENERGY CORPVLO2,576$439,6970.04%
159INVESCO EXCHANGE TRADED FD TIVZ2,576$436,2630.04%
160SEAGATE TECHNOLOGY HLDNGS PLSE4,685$435,9440.04%
161SELECT SECTOR SPDR TR81369Y5064,595$433,8150.04%
162VANGUARD SCOTTSDALE FDS92206C1027,172$416,4930.04%
163INTERNATIONAL PAPER CO46014610310,665$416,1360.04%
164CME GROUP INCCME1,925$414,4330.04%
165CHENIERE ENERGY INCLNG2,567$414,0230.04%
166MSCI INCMSCI737$413,0520.04%
167XCEL ENERGY INCXELLL7,675$412,5050.04%
168WEST PHARMACEUTICAL SVSC INC9553061051,031$407,9600.04%
169VANGUARD INDEX FDS9229087442,475$403,0790.03%
170CHUBB LIMITEDCB1,537$398,2090.03%
171ISHARES TR4642873094,660$393,5100.03%
172VANGUARD SPECIALIZED FUNDS9219088442,130$388,9350.03%
173MATADOR RES COMTDR5,797$387,0660.03%
174CANADIAN PACIFIC KANSAS CITYCP4,358$384,2410.03%
175ALTRIA GROUP INCMO8,634$376,6360.03%
176LOCKHEED MARTIN CORPLMT816$371,2470.03%
177CROWDSTRIKE HLDGS INCCRWD1,157$370,9420.03%
178DRAFTKINGS INC NEWDKNG8,140$369,6370.03%
179VANGUARD SCOTTSDALE FDS92206C6644,265$362,7810.03%
180PIONEER NAT RES CO7237871071,372$360,1500.03%
181VANGUARD WORLD FD92204A702681$356,9340.03%
182GENERAL ELECTRIC CO3696043012,031$356,4190.03%
183ADOBE INCADBE687$346,6420.03%
184NORTHROP GRUMMAN CORPNOC712$340,8110.03%
185TARGA RES CORPTRGP3,031$339,4420.03%
186EOG RES INCEOG2,642$337,7530.03%
187ATKORE INCATKR1,769$336,7470.03%
188SCHWAB STRATEGIC TR8085246076,701$329,9380.03%
189INTERCONTINENTAL EXCHANGE IN45866F1042,381$327,1840.03%
190INDEPENDENCE RLTY TR INC45378A10620,134$324,7670.03%
191ILLINOIS TOOL WKS INC4523081091,191$319,4470.03%
192WELLTOWER INCWELL3,416$319,1440.03%
193PLBY GROUP INCPLBY300,000$315,0000.03%
194ISHARES TR4642886879,497$306,0950.03%
195SPROUTS FMRS MKT INC85208M1024,716$304,0880.03%
196CROSSFIRST BANKSHARES INC22766M10921,846$302,3490.03%
197PFIZER INCPFE10,882$301,9830.03%
198QUALCOMM INCQCOM1,758$297,5820.03%
199TRAVELERS COMPANIES INCTRV1,259$289,7190.02%
200INTEL CORPINTC6,554$289,4900.02%
201ISHARES TR4642875723,213$287,3150.02%
202ISHARES TR46429B6632,581$284,4550.02%
203HCA HEALTHCARE INCHCA846$282,0000.02%
204ISHARES TR464287614827$278,7400.02%
205JANUS DETROIT STR TR47103U8865,745$278,6330.02%
206WESTERN DIGITAL CORP.WDC4,082$278,5400.02%
207API GROUP CORPAPG7,036$276,3040.02%
208OLD REP INTL CORP6802231048,793$270,1210.02%
209ENBRIDGE INCENNPF7,460$269,9030.02%
210ANALOG DEVICES INCADI1,359$268,6980.02%
211DOMINION ENERGY INCD5,405$265,8930.02%
212TOYOTA MOTOR CORPTOYOF1,056$265,7740.02%
213COTERRA ENERGY INCCTRA9,514$265,2550.02%
214DIAMONDBACK ENERGY INCFANG1,336$264,7620.02%
215ROCKWELL AUTOMATION INCROK901$262,4880.02%
216SPDR SER TR78468R5561,670$258,7330.02%
217ASTRAZENECA PLCAZN3,806$257,8480.02%
218OREILLY AUTOMOTIVE INC67103H107225$253,9980.02%
219BRIGHT HORIZONS FAM SOL IN D1091941002,226$252,3390.02%
220VANGUARD WORLD FD9219108731,300$242,9310.02%
221ISHARES TR4642878042,194$242,4810.02%
222AMERICAN ELEC PWR CO INC0255371012,811$241,9880.02%
223UNITED PARCEL SERVICE INCUPS1,623$241,1570.02%
224VANECK ETF TRUST92189F6356,265$235,1200.02%
225ZOETIS INCZTS1,378$233,1250.02%
226PHILLIPS 66PSX1,421$232,1850.02%
227FIDELITY WISE ORIGIN BITCOINFBTC3,737$231,9180.02%
228SCHWAB STRATEGIC TR8085248624,782$230,5400.02%
229SERVICENOW INCNOW302$230,2410.02%
230HENRY JACK & ASSOC INC4262811011,303$226,3700.02%
231SPDR DOW JONES INDL AVERAGE78467X109566$225,0450.02%
232STRYKER CORPORATIONSYK628$224,7750.02%
233DELL TECHNOLOGIES INCDELL1,927$219,8820.02%
234TEXAS PACIFIC LAND CORPORATITPL378$218,6770.02%
235DHT HOLDINGS INCDHT19,015$218,6730.02%
236HOULIHAN LOKEY INCHLI1,704$218,4360.02%
237FISERV INCFISV1,360$217,3640.02%
238ISHARES TR46434V6134,750$216,5380.02%
239S&P GLOBAL INCSPGI508$215,9520.02%
240NOVO-NORDISK A SNONOF1,671$214,5590.02%
241SHELL PLCRYDAF3,183$213,3950.02%
242ABRDN GOLD ETF TRUST00326A10410,000$212,4000.02%
243EPR PPTYS26884U3077,834$211,9880.02%
244TARGET CORPTGT1,194$211,6390.02%
245PAYPAL HLDGS INCPYPL3,101$207,7350.02%
246ISHARES TR46432F8422,797$207,5930.02%
247SCHWAB STRATEGIC TR8085248544,198$205,9120.02%
248MPLX LPMPLXP4,952$205,8050.02%
249GRAINGER W W INC384802104201$204,4770.02%
250ETF SER SOLUTIONS26922A8429,730$204,4270.02%
251LULULEMON ATHLETICA INCLULU517$201,9660.02%
252STAG INDL INC85254J1025,248$201,7350.02%
253BRUKER CORPBRKRP2,147$201,6890.02%
254NUVEEN MUNICIPAL CREDIT INCNU15,680$191,9230.02%
255BLACKROCK MUNIYIELD QUALITYBLK16,526$189,3880.02%
256COMSTOCK RES INCLODE20,000$185,6000.02%
257EDGEWISE THERAPEUTICS INCEWTX10,000$182,4000.02%
258NUVEEN QUALITY MUNCP INCOMENU13,739$157,4460.01%
259BLACKROCK MUNIYIELD FD INCBLK14,213$157,1960.01%
260HUNTINGTON BANCSHARES INCHBANP11,137$155,3540.01%
261BLACKROCK MUNICIPAL INCOMEBLK12,732$153,5480.01%
262NUVEEN AMT FREE QLTY MUN INCNU13,440$148,7790.01%
263BLACKROCK MUNIVEST FD INCBLK20,753$146,5160.01%
264BLACKROCK MUNIHOLDINGS FD INBLK12,093$146,0830.01%
265BLACKROCK MUNIHOLDINGS QUALIBLK14,312$145,6960.01%
266ARBOR REALTY TRUST INCABR-PF10,009$132,6190.01%
267PELOTON INTERACTIVE INCPTON24,102$103,2770.01%
268BREEZE HOLDINGS ACQUISITN CO10676211575,474$95,0970.01%
269TILRAY BRANDS INCTLRY33,854$83,6190.01%
270VALLEY NATL BANCORP91979410710,156$80,8420.01%
271CIPHER MINING INC17253J10610,000$51,5000.00%
272PARSONS CORP DELPSN28,000$51,1080.00%
273STRIDE INCLRN35,000$46,1630.00%
274CRONOS GROUP INCCRON17,622$45,9930.00%
275INSIGHT ENTERPRISES INCNSIT14,000$38,0770.00%
276BLEND LABS INCBLND11,471$37,2810.00%
277NEW YORK CMNTY BANCORP INC64944510310,981$35,3590.00%
278VISHAY INTERTECHNOLOGY INCVSH35,000$34,5340.00%
279SEASTAR MEDICAL HOLDING CORPICUCW43,888$32,2180.00%
280GROWGENERATION CORPGRWG10,349$29,5980.00%
281PACIRA BIOSCIENCES INCPCRX24,000$22,7490.00%
282CHEESECAKE FACTORY INCCAKE23,000$20,4330.00%
283CORE SCIENTIFIC INC NEW21874A11410,356$13,7730.00%