13F Insight
DOSSIER · 13F-HR · Q2 2026

First Dallas Securities Inc.

$303M in tracked AUM across 125 positions as of Q2 2026.

FD
CIK 0001378559 · last filed Jun 30, 2026
Total AUM
$303M
as of Q2 2026
Holdings
125
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

First Dallas Securities Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
Nvidia Corporation
$42M209K13.8%02
TPL
Texas Pacific Land Corporation
$25M57K8.3%03
AAPL
Apple Inc
$19M67K6.4%04
AMZN
Amazon.Com Inc
$10M43K3.4%05
CAT
Caterpillar Inc
$9M8K2.8%06
FCX
Freeport-Mcmoran Inc Cl B
$8M122K2.5%07
BA
Boeing Co
$7M33K2.3%08
MU
Micron Technology Inc
$7M6K2.2%09
XOM
Exxon Mobile Corp
$6M44K2.0%10
OKE
Oneok Inc
$6M66K1.9%

Filing history

2026Q2Jun 30
$303M▲ 11.9%
125 positionsView →2026Q1Mar 31
$270M▲ 0.6%
118 positionsView →2025Q4Dec 31
$269M▲ 0.7%
107 positionsView →2025Q3Sep 30
$267M▲ 5.5%
113 positionsView →2025Q2Jun 30
$253M▲ 5.7%
123 positionsLocked2025Q1Mar 31
$239M▼ 2.5%
113 positionsLocked2024Q4Dec 31
$245M▲ 2.6%
112 positionsLocked2024Q3Sep 30
$239M▲ 5.0%
119 positionsLocked2024Q2Jun 30
$228M▲ 4.8%
117 positionsLocked2024Q1Mar 31
$217M▲ 12.0%
118 positionsLocked2023Q4Dec 31
$194M▼ 55.6%
122 positionsLocked2023Q3Sep 30
$437M▲ 143.6%
137 positionsLocked
Showing 12 of 75