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Disclosed positions
First Dallas Securities Inc.: source evidence dated 2026-08-04T03:59:59.999Z.
- Issuer
- Nvidia Corporation
- Ticker
- NVDA
- Class
- COM
- Reported value
- $41,728,231
- Reported amount
- 208,547
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001378559-26-000005Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| Nvidia Corporation | NVDA | COM | $41,728,231 | 208,547 | SH | None |
| Texas Pacific Land Corporation | TPL | COM | $25,004,375 | 57,135 | SH | None |
| Apple Inc | AAPL | COM | $19,488,977 | 67,352 | SH | None |
| Amazon.Com Inc | AMZN | COM | $10,278,651 | 43,126 | SH | None |
| Caterpillar Inc | CAT | COM | $8,611,969 | 8,087 | SH | None |
| Freeport-Mcmoran Inc Cl B | FCX | COM | $7,681,209 | 122,137 | SH | None |
| Boeing Co | BA | COM | $7,069,265 | 32,657 | SH | None |
| Micron Technology Inc | MU | COM | $6,573,682 | 5,695 | SH | None |
| Exxon Mobile Corp | XOM | COM | $5,973,638 | 43,692 | SH | None |
| Oneok Inc | OKE | COM | $5,749,026 | 66,126 | SH | None |
| Uber Technologies Inc | UBER | COM | $5,318,553 | 73,705 | SH | None |
| Eli Lilly & Co | LLY | COM | $5,228,277 | 4,359 | SH | None |
| Sharkninja Inc | SN | COM | $5,197,736 | 34,135 | SH | None |
| Ryman Hospitality Properties I | RHP | COM | $4,765,064 | 37,068 | SH | None |
| Meta Platforms Inc Cl A | META | COM | $4,445,859 | 7,893 | SH | None |
| Home Depot Inc | HD | COM | $4,352,225 | 12,340 | SH | None |
| Jpmorgan Chase & Co | JPM | COM | $4,326,876 | 13,219 | SH | None |
| Johnson & Johnson | JNJ | COM | $4,049,284 | 15,944 | SH | None |
| Citigroup Inc New | C | COM | $4,015,518 | 28,690 | SH | None |
| Aar Corp | AIR | COM | $3,759,774 | 26,305 | SH | None |
| Eagle Materials Inc | EXP | COM | $3,622,538 | 16,100 | SH | None |
| Terawulf Inc | WULF | COM | $3,451,825 | 139,750 | SH | None |
| Microsoft Corp | MSFT | COM | $3,394,366 | 9,100 | SH | None |
| Taiwan Semiconductor Mfg Ltd S | TSM | ADR | $3,380,579 | 7,079 | SH | None |
| Millrose Properties Inc Cl A | MRP | COM | $3,323,520 | 110,600 | SH | None |
| United Parcel Service Inc Cl B | UPS | COM | $3,215,816 | 29,915 | SH | None |
| Applied Materials Inc | AMAT | COM | $3,090,898 | 4,275 | SH | None |
| Wal-Mart Inc | WMT | COM | $3,086,777 | 27,254 | SH | None |
| Expand Energy Corporation | EXE | COM | $3,061,584 | 33,574 | SH | None |
| Alphabet Inc Cap Stock Cl C | GOOG | COM | $2,692,375 | 7,620 | SH | None |
| Viking Holdings Ltd | VIK | COM | $2,496,379 | 23,850 | SH | None |
| Frontview Reit Inc COM | FVR | COM | $2,320,381 | 114,700 | SH | None |
| First Watch Restaurant Group I | FWRG | COM | $2,284,752 | 177,250 | SH | None |
| Costco Wholesale Corp | COST | COM | $2,276,810 | 2,434 | SH | None |
| Mastec Inc | MTZ | COM | $2,209,279 | 5,310 | SH | None |
| Capital Southwest Corp | CSWC | COM | $2,150,414 | 90,468 | SH | None |
| Broadcom Inc | AVGO | COM | $2,022,851 | 5,355 | SH | None |
| Powell Industries Inc | POWL | COM | $1,961,671 | 6,850 | SH | None |
| Xcel Energy Inc Com | XEL | COM | $1,866,534 | 23,245 | SH | None |
| Cleveland-Cliffs Inc | CLF | COM | $1,779,401 | 189,500 | SH | None |
| Bank Of America Corp | BAC | COM | $1,737,425 | 30,492 | SH | None |
| Carpenter Technology Corp | CRS | COM | $1,640,794 | 2,660 | SH | None |
| Ethan Allen Interiors Inc | ETD | COM | $1,601,354 | 71,681 | SH | None |
| Southwest Airlines Co | LUV | COM | $1,592,724 | 30,975 | SH | None |
| At&T Inc | T | COM | $1,540,292 | 74,410 | SH | None |
| Merck & Co Inc | MRK | COM | $1,534,804 | 11,944 | SH | None |
| American Express Co | AXP | COM | $1,502,113 | 4,441 | SH | None |
| Kirby Corp | KEX | COM | $1,497,710 | 11,015 | SH | None |
| Wells Fargo Co | WFC | COM | $1,495,184 | 18,093 | SH | None |
| Amgen Inc | AMGN | COM | $1,471,586 | 4,064 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.