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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 Q1 2025 · Filed May 9, 2025 · Accession 0001512026-25-000004

Total Value
$1.27B
Positions
283
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (283)

#IssuerTicker / CUSIPSharesValue% of Filing
1ATMOS ENERGY CORPATO1,058,542$163.6M12.91%
2ISHARES TR464287200252,209$141.7M11.18%
3INVESCO EXCHANGE TRADED FD TIVZ1,620,072$107.5M8.48%
4GOLDMAN SACHS ETF TRNVGLF801,096$88.2M6.96%
5SPDR SER TR78468R812517,290$81.1M6.40%
6BERKSHIRE HATHAWAY INC DELBRK-A106,863$56.9M4.49%
7VANECK ETF TRUST92189F643603,594$53.1M4.19%
8APPLE INCAAPL216,111$48.0M3.79%
9PACER FDS TR69374H881865,230$47.4M3.74%
10MICROSOFT CORPMSFT65,440$24.6M1.94%
11AMAZON COM INCAMZN95,516$18.2M1.43%
12ISHARES TR46436E718161,338$16.2M1.28%
13NVIDIA CORPORATIONNVDA139,397$15.1M1.19%
14J P MORGAN EXCHANGE TRADED F46641Q332243,764$13.9M1.10%
15SPDR S&P 500 ETF TRSPY20,674$11.6M0.91%
16ALPHABET INCGOOG73,296$11.5M0.90%
17ISHARES TR464287432120,064$10.9M0.86%
18ARES CAPITAL CORPARCC462,399$10.2M0.81%
19WALMART INCWMT113,277$9.9M0.78%
20RTX CORPORATIONRTX73,068$9.7M0.76%
21SCHWAB STRATEGIC TR808524680294,277$9.6M0.76%
22VISA INCV21,497$7.5M0.59%
23APPLIED MATLS INC03822210551,873$7.5M0.59%
24BLACKSTONE SECD LENDING FDBX225,894$7.3M0.58%
25SCHWAB STRATEGIC TR808524201314,216$6.9M0.55%
26CONOCOPHILLIPSCOP65,750$6.9M0.54%
27HONEYWELL INTL INC43851610629,450$6.2M0.49%
28SALESFORCE INCCRM22,969$6.2M0.49%
29META PLATFORMS INCMETA10,606$6.1M0.48%
30ADVANCED MICRO DEVICES INCAMD58,047$6.0M0.47%
31CBRE GROUP INCCBRE45,072$5.9M0.47%
32PALO ALTO NETWORKS INCPANW33,632$5.7M0.45%
33CISCO SYS INCCSCO92,261$5.7M0.45%
34FIDELITY COVINGTON TRUST316092121183,484$5.4M0.43%
35ADOBE INCADBE13,778$5.3M0.42%
36CSX CORPCSX175,216$5.2M0.41%
37MORGAN STANLEY DIRECT LENDIN61774A103256,815$5.1M0.40%
38INVESCO QQQ TRIVZ10,906$5.1M0.40%
39BLACKROCK INCBLK5,192$4.9M0.39%
40ISHARES TR46428751554,141$4.8M0.38%
41MEDTRONIC PLCMDT48,537$4.4M0.34%
42VERIZON COMMUNICATIONS INCVZ95,919$4.4M0.34%
43SCHLUMBERGER LTDSLB100,960$4.2M0.33%
44SPDR GOLD TRGLD13,431$3.9M0.31%
45FIRST TR NASDAQ 100 TECH IND33734510221,959$3.8M0.30%
46JPMORGAN CHASE & CO.VYLD15,249$3.7M0.30%
47VERTEX PHARMACEUTICALS INCVRTX7,538$3.7M0.29%
48ZOETIS INCZTS20,350$3.4M0.26%
49TESLA INCTSLA12,870$3.3M0.26%
50ALPHABET INCGOOG21,403$3.3M0.26%
51LULULEMON ATHLETICA INCLULU11,398$3.2M0.25%
52BERKSHIRE HATHAWAY INC DELBRK-A4$3.2M0.25%
53THERMO FISHER SCIENTIFIC INCTMO6,412$3.2M0.25%
54COSTCO WHSL CORP NEW22160K1053,368$3.2M0.25%
55VANGUARD INDEX FDS9229083635,984$3.1M0.24%
56BROADCOM INCAVGO16,897$2.8M0.22%
57FIDELITY WISE ORIGIN BITCOINFBTC38,540$2.8M0.22%
58KINDER MORGAN INC DELEP-PC93,641$2.7M0.21%
59INNOVATOR ETFS TRUSTINHD82,301$2.6M0.20%
60HEALTHPEAK PROPERTIES INCDOC126,873$2.6M0.20%
61FIRST TR EXCHANGE TRADED FD33734X84640,302$2.5M0.20%
62EXXON MOBIL CORPXOM21,000$2.5M0.20%
63NETFLIX INCNFLX2,655$2.5M0.20%
64ELI LILLY & COLLY2,955$2.4M0.19%
65WP CAREY INC92936U10938,518$2.4M0.19%
66SELECT SECTOR SPDR TR81369Y20916,382$2.4M0.19%
67SPDR SER TR78464A80532,785$2.2M0.18%
68JOHNSON & JOHNSONJNJ12,895$2.1M0.17%
69DEVON ENERGY CORP NEW25179M10356,229$2.1M0.17%
70VANGUARD INDEX FDS9229087697,228$2.0M0.16%
71HILTON WORLDWIDE HLDGS INCHLT8,264$1.9M0.15%
72INNOVATOR ETFS TRUSTINHD50,575$1.8M0.14%
73MCKESSON CORPMCK2,658$1.8M0.14%
74ISHARES TR46428866115,019$1.8M0.14%
75INNOVATOR ETFS TRUSTINHD50,967$1.8M0.14%
76SOUTHWEST AIRLS CO84474110851,590$1.7M0.14%
77FIRST TR EXCHANGE-TRADED FD33733B10016,152$1.6M0.13%
78HILTON GRAND VACATIONS INCHGV43,405$1.6M0.13%
79HOME DEPOT INCHD4,405$1.6M0.13%
80TEXAS INSTRS INC8825081048,971$1.6M0.13%
81CHEVRON CORP NEWCVX9,545$1.6M0.13%
82BRISTOL-MYERS SQUIBB COCELG-RI26,048$1.6M0.13%
83BLACKSTONE INCBX10,981$1.5M0.12%
84MCDONALDS CORPMCD4,749$1.5M0.12%
85GRANITE RIDGE RESOURCES INCGRNT242,494$1.5M0.12%
86PROCTER AND GAMBLE CO7427181098,392$1.4M0.11%
87SHERWIN WILLIAMS COSHW4,046$1.4M0.11%
88DARDEN RESTAURANTS INCDRI6,709$1.4M0.11%
89ABBVIE INCABBV6,474$1.4M0.11%
90JACOBS SOLUTIONS INCJ11,000$1.3M0.10%
91PALANTIR TECHNOLOGIES INCPLTR15,472$1.3M0.10%
92KIMBERLY-CLARK CORPKMB9,059$1.3M0.10%
93LOWES COS INC5486611075,458$1.3M0.10%
94THE CIGNA GROUP1255231003,860$1.3M0.10%
95INTERNATIONAL BUSINESS MACHSINTR4,666$1.2M0.09%
96EATON CORP PLCETN4,212$1.1M0.09%
97AMPLIFY ETF TR03210840927,962$1.1M0.09%
98PAYCHEX INCPAYX6,967$1.1M0.08%
99PEPSICO INCPEP7,146$1.1M0.08%
100TJX COS INC NEW8725401098,353$1.0M0.08%
101WILLIAMS COS INC96945710016,825$1.0M0.08%
102APOLLO GLOBAL MGMT INC03769M1067,299$999,4960.08%
103MARSH & MCLENNAN COS INC5717481024,036$984,9340.08%
104AUTOMATIC DATA PROCESSING INADP3,054$933,2320.07%
105STELLAR BANCORP INCSTEL33,211$918,6050.07%
106SOUTHSTATE CORPORATIONSSB9,842$913,5370.07%
107SUPER MICRO COMPUTER INCSMCI26,655$912,6670.07%
108PHILIP MORRIS INTL INC7181721095,733$910,0160.07%
109COCA COLA COKO12,635$904,9440.07%
110ISHARES TR4642871507,333$894,6400.07%
111ISHARES TR4642882577,592$883,6330.07%
112UNITEDHEALTH GROUP INCUNH1,641$859,2910.07%
113INVESCO EXCH TRADED FD TR IIIVZ17,011$854,4630.07%
114TRANE TECHNOLOGIES PLCTT2,340$788,2240.06%
115KLA CORPKLAC1,143$777,1560.06%
116MERCK & CO INCMRK8,502$763,1360.06%
117ONEOK INC NEWOKE7,463$740,5200.06%
118VANECK ETF TRUST92189F6763,422$723,7270.06%
119ENERGY TRANSFER L PET-PI38,838$722,0030.06%
120ENTERPRISE PRODS PARTNERS L29379210721,055$718,8040.06%
121AMGEN INCAMGN2,271$707,4770.06%
122DEERE & CODE1,487$698,0660.06%
123ISHARES TR4642887604,514$691,0930.05%
124DIGITAL RLTY TR INC2538681034,801$687,9090.05%
125AT&T INCT-PC24,313$687,5620.05%
126ACCENTURE PLC IRELANDACN2,182$680,8070.05%
127ISHARES TR4642887864,705$648,3960.05%
128SCHWAB STRATEGIC TR80852478927,996$644,1880.05%
129TARGA RES CORPTRGP3,131$627,6720.05%
130CHENIERE ENERGY INCLNG2,704$625,7300.05%
131DIMENSIONAL ETF TRUST25434V40110,293$622,5310.05%
132SOUTHERN COSOMN6,728$618,6610.05%
133LOCKHEED MARTIN CORPLMT1,373$613,2380.05%
134VANGUARD INDEX FDS9229087361,653$612,9650.05%
135AMPLIFY ETF TR0321086648,381$601,7560.05%
136ABBOTT LABSABLZF4,414$585,5740.05%
137CATERPILLAR INCCAT1,736$572,4140.05%
138INVESCO EXCH TRADED FD TR IIIVZ10,043$568,2750.04%
139UNION PAC CORPUNP2,331$550,5760.04%
140ISHARES TR46429B6975,838$546,7870.04%
141XCEL ENERGY INCXELLL7,675$543,3130.04%
142MOTOROLA SOLUTIONS INCMSI1,239$542,3370.04%
143ISHARES TR46432F8426,901$522,0610.04%
144WELLTOWER INCWELL3,344$512,2580.04%
145ALTRIA GROUP INCMO8,530$511,9850.04%
146VANGUARD SPECIALIZED FUNDS9219088442,636$511,3280.04%
147BOEING COBA-PA2,959$504,6670.04%
148CONSTELLATION BRANDS INCSTZ2,750$504,6400.04%
149CME GROUP INCCME1,887$500,4870.04%
150SCHWAB CHARLES CORPSCHW-PJ6,295$492,7580.04%
151ISHARES TR4642876141,362$491,8050.04%
152MARTIN MARIETTA MATLS INC5732841061,024$489,6050.04%
153BUILDERS FIRSTSOURCE INCBLDR3,887$485,6530.04%
154ISHARES TR4642874995,637$479,4970.04%
155FIDELITY COVINGTON TRUST3160928082,907$468,8120.04%
156ANALOG DEVICES INCADI2,301$464,1230.04%
157PLBY GROUP INCPLBY411,000$452,1000.04%
158INVESCO EXCHANGE TRADED FD TIVZ5,481$448,7290.04%
159BANK AMERICA CORP06050510410,718$447,2510.04%
160DICKS SPORTING GOODS INC2533931022,175$438,3930.03%
161INDEPENDENCE RLTY TR INC45378A10620,454$434,2480.03%
162INNOVATOR ETFS TRUSTINHD11,326$421,5540.03%
163GE AEROSPACE3696043012,088$417,9400.03%
164ISHARES TR4642873094,491$416,9210.03%
165UBER TECHNOLOGIES INCUBER5,672$413,2760.03%
166CUMMINS INCCMI1,315$412,2280.03%
167MSCI INCMSCI727$411,1190.03%
168CLOROX CO DELCLX2,780$409,3720.03%
169TEXAS PACIFIC LAND CORPORATITPL308$408,0970.03%
170CHUBB LIMITEDCB1,319$398,4440.03%
171VANGUARD WORLD FD92204A702712$386,1830.03%
172NEXTERA ENERGY INCNEE-PW5,362$380,1420.03%
173INTERNATIONAL PAPER CO4601461037,103$378,9200.03%
174VANGUARD MUN BD FDS9229077467,526$373,4400.03%
175ISHARES TR46434V6137,995$368,4250.03%
176NORTHROP GRUMMAN CORPNOC718$367,6390.03%
177VANGUARD SCOTTSDALE FDS92206C6644,377$353,0320.03%
178LABCORP HOLDINGS INCLH1,510$351,4370.03%
179VANGUARD SCOTTSDALE FDS92206C1025,987$351,3920.03%
180GRAYSCALE BITCOIN TRUST ETFGBTC5,382$350,7450.03%
181ASML HOLDING N VASMLF527$348,8750.03%
182SEAGATE TECHNOLOGY HLDNGS PLSE4,026$342,0090.03%
183DISNEY WALT CO2546871063,416$337,1280.03%
184DANAHER CORPORATION2358511021,623$332,7120.03%
185AMERICAN EXPRESS COAXP1,236$332,6640.03%
186SELECT SECTOR SPDR TR81369Y8031,610$332,4420.03%
187VANGUARD INDEX FDS9229087441,909$329,7610.03%
188EOG RES INCEOG2,549$326,8840.03%
189ISHARES TR46429B6632,664$322,6850.03%
190WESTERN MIDSTREAM PARTNERS LWES7,858$321,8640.03%
191VALERO ENERGY CORPVLO2,431$321,0630.03%
192ILLINOIS TOOL WKS INC4523081091,286$318,8170.03%
193SCHWAB STRATEGIC TR80852430012,720$318,5020.03%
194ISHARES TR4642875723,249$312,8670.02%
195SCHWAB STRATEGIC TR80852460713,243$310,2910.02%
196AMERICAN ELEC PWR CO INC0255371012,802$306,1830.02%
197OLD REP INTL CORP6802231047,793$305,6410.02%
198ISHARES TR4642886879,842$302,4560.02%
199FISERV INCFISV1,365$301,4450.02%
200DOMINION ENERGY INCD5,363$300,7280.02%
201ETFS GOLD TR00326A10410,000$298,2000.02%
202MATADOR RES COMTDR5,794$296,0150.02%
203ISHARES TR46432F3391,710$292,1810.02%
204FS KKR CAP CORPFSK13,899$291,1930.02%
205INTERCONTINENTAL EXCHANGE IN45866F1041,667$287,5580.02%
206HCA HEALTHCARE INCHCA828$286,0120.02%
207BRIGHT HORIZONS FAM SOL IN D1091941002,226$282,7910.02%
208COMCAST CORP NEWCCZ7,636$281,7690.02%
209ENBRIDGE INCENNPF6,353$281,5010.02%
210MARATHON PETE CORPMARA1,918$279,4330.02%
211GENERAL MLS INC3703341044,638$277,2880.02%
212HOULIHAN LOKEY INCHLI1,711$276,3270.02%
213COTERRA ENERGY INCCTRA9,474$273,7990.02%
214PFIZER INCPFE10,702$271,1880.02%
215MPLX LPMPLXP4,952$265,0310.02%
216VANECK ETF TRUST92189F6356,271$264,5400.02%
217AIR PRODS & CHEMS INCAIIR897$264,4930.02%
218VANGUARD WORLD FD9219108731,300$261,7940.02%
219QUALCOMM INCQCOM1,685$258,7620.02%
220TRAVELERS COMPANIES INCTRV970$256,5710.02%
221S&P GLOBAL INCSPGI504$256,0270.02%
222ORACLE CORPORCL-PD1,823$254,8870.02%
223OREILLY AUTOMOTIVE INC67103H107176$252,4780.02%
224MICRON TECHNOLOGY INCMU2,901$252,0310.02%
225SELECT SECTOR SPDR TR81369Y6055,007$249,3990.02%
226CROWDSTRIKE HLDGS INCCRWD706$249,0450.02%
227ALPS ETF TR00162Q4524,725$245,4170.02%
228DRAFTKINGS INC NEWDKNG7,387$245,3220.02%
229SPROUTS FMRS MKT INC85208M1021,606$245,1400.02%
230COMSTOCK RES INCLODE12,030$244,6900.02%
231NASDAQ INCNDAQ3,210$243,5310.02%
232ISHARES TR4642878042,328$243,3880.02%
233DUKE ENERGY CORP NEWDUKB1,981$241,6230.02%
234ISHARES TR46432F8594,977$240,6380.02%
235VANGUARD BD INDEX FDS9219378353,252$238,8550.02%
236REALTY INCOME CORPO4,083$236,8440.02%
237HENRY JACK & ASSOC INC4262811011,293$236,1020.02%
238JOHNSON CTLS INTL PLCG515021052,913$233,3790.02%
239UNITED PARCEL SERVICE INCUPS2,118$232,9600.02%
240WEST PHARMACEUTICAL SVSC INC9553061051,037$232,1640.02%
241INTRA-CELLULAR THERAPIES INC46116X1011,748$230,5960.02%
242VANECK ETF TRUST92189F6013,123$228,8220.02%
243ASTRAZENECA PLCAZN3,084$226,6930.02%
244SHELL PLCRYDAF3,054$223,7610.02%
245CONSOLIDATED EDISON INCED2,020$223,4330.02%
246ISHARES TR46435G2683,553$222,2050.02%
247EDGEWISE THERAPEUTICS INCEWTX10,000$220,0000.02%
248SERVICENOW INCNOW270$214,7460.02%
249FORTINET INCFTNT2,224$214,0820.02%
250KOSMOS ENERGY LTDKOS93,480$213,1340.02%
251INVESCO EXCHANGE TRADED FD TIVZ1,225$212,2640.02%
252PAYPAL HLDGS INCPYPL3,251$212,1280.02%
253CORNING INCGLW4,540$207,8620.02%
254STRYKER CORPORATIONSYK553$205,6680.02%
255TAIWAN SEMICONDUCTOR MFG LTD8740391001,232$204,4670.02%
256AMENTUM HOLDINGS INCAMTM10,984$199,9080.02%
257DHT HOLDINGS INCDHT19,015$199,6580.02%
258HUNTINGTON BANCSHARES INCHBANP11,062$166,0330.01%
259NUVEEN MUNICIPAL CREDIT INCNU12,680$155,0760.01%
260BLACKROCK MUNIYIELD FD INCBLK14,213$149,9470.01%
261BLACKROCK MUNIYIELD QUALITYBLK13,526$148,6510.01%
262NUVEEN QUALITY MUNCP INCOMENU12,709$146,4080.01%
263NUVEEN AMT FREE QLTY MUN INCNU13,049$146,1490.01%
264BLACKROCK MUNIVEST FD INCBLK20,753$145,4790.01%
265BLACKROCK MUNIHOLDINGS QUALIBLK14,312$143,1200.01%
266BLACKROCK MUNIHOLDINGS FD INBLK12,093$141,9720.01%
267ARBOR REALTY TRUST INCABR-PF11,009$129,3560.01%
268TRANSOCEAN LTDRIG30,000$95,1000.01%
269SOLID BIOSCIENCES INCSLDB25,031$92,6150.01%
270VALLEY NATL BANCORP91979410710,156$90,2870.01%
271CIPHER MINING INC17253J10638,000$87,4000.01%
272STRIDE INCLRN35,000$85,2060.01%
273SOUNDHOUND AI INCSOUNW10,000$81,2000.01%
274ACTUATE THERAPEUTICS INCACTU11,000$74,4700.01%
275PARSONS CORP DELPSN28,000$37,0650.00%
276VISHAY INTERTECHNOLOGY INCVSH35,000$34,4190.00%
277CRONOS GROUP INCCRON17,622$31,8960.00%
278CORE SCIENTIFIC INC NEW21874A11410,129$30,6910.00%
279PACIRA BIOSCIENCES INCPCRX24,000$23,4470.00%
280AMARIN CORP PLCAMRN50,000$22,4050.00%
281CHEESECAKE FACTORY INCCAKE23,000$22,3700.00%
282TILRAY BRANDS INCTLRY33,854$22,2590.00%
283GROWGENERATION CORPGRWG10,349$11,1770.00%