First Dallas Securities Inc. has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $258 Million distributed in 113 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $38.8M, Texas Pacific Land Corp with a value of $20.4M, Apple Inc. with a value of $17.5M, Amazon Com Inc with a value of $8.88M, and Microsoft Corp with a value of $8.76M.
Examining the 13F form we can see an increase of $13.1M in the current position value, from $245M to 258M.
Below you can find more details about First Dallas Securities Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$258 Million
Technology: $85.1 Million
Energy: $35.9 Million
Financial Services: $25.3 Million
Consumer Cyclical: $24.3 Million
Industrials: $23.8 Million
Healthcare: $15.1 Million
Communication Services: $14.3 Million
Basic Materials: $13.8 Million
Other: $20.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
