Holdings
Sfmg, LLC
As of Jun 30, 2026, Sfmg, LLC reported 216 positions worth US$766M. Largest: Atmos Energy Corporation, Apple Inc and Berkshire Hathaway Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Atmos Energy Corporation | 1.06M | US$183M | +1,824 | Jun 30, 2026 |
| Apple Inc | 232K | US$67.1M | +121 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 114K | US$56.9M | −2,576 | Jun 30, 2026 |
| Applied Materials, Inc. | 49,474 | US$35.8M | −1,003 | Jun 30, 2026 |
| Nvidia Corporation | 173K | US$34.6M | +2,832 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 93,975 | US$33.6M | −94 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 47,675 | US$27.7M | −1,053 | Jun 30, 2026 |
| Amazon.com, Inc. | 105K | US$25.1M | −812 | Jun 30, 2026 |
| Microsoft Corp. | 61,296 | US$22.9M | +391 | Jun 30, 2026 |
| Rtx Corporation | 69,335 | US$13.2M | −512 | Jun 30, 2026 |