13F Filings History of First Dallas Securities Inc.

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$268,751,386
Signature - Title
charmagne darabadey - Chief Compliance officer
Location
Dallas, TX
Summary
This page shows a list of all the recent 13F filings made by First Dallas Securities Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. First Dallas Securities Inc. reported 107 stock holdings with total value $268,751,386 as of Q4 2025. Top holdings included NVDA, TPL, AAPL, AMZN, and MSFT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 107 $268,751,386 +$23,843,125 -$13,751,427 +$10,091,698 NVDA, TPL, AAPL, AMZN, MSFT 13F-HR 11 Feb 2026, 14:15
Q3 2025 113 $266,944,127 +$17,568,248 -$19,520,775 -$1,952,527 NVDA, TPL, AAPL, AMZN, MSFT 13F-HR 05 Nov 2025, 16:52
Q2 2025 123 $252,998,596 +$16,099,896 -$20,268,729 -$4,168,833 NVDA, TPL, AAPL, AMZN, MSFT 13F-HR 07 Aug 2025, 17:13
Q1 2025 113 $238,693,000 +$13,310,689 -$15,207,361 -$1,896,672 TPL, NVDA, AAPL, OKE, AMZN 13F-HR 15 May 2025, 18:08
Q4 2024 112 $245,369,000 +$11,600,492 -$11,544,827 +$55,665 TPL, NVDA, AAPL, MSFT, AMZN 13F-HR 24 Jan 2025, 17:15
Q3 2024 119 $239,259,892 +$13,842,548 -$17,545,819 -$3,703,271 NVDA, TPL, AAPL, MSFT, XOM 13F-HR 15 Nov 2024, 17:47
Q2 2024 117 $227,830,888 +$42,685,939 -$24,872,550 +$17,813,389 NVDA, TPL, AAPL, MSFT, XOM 13F-HR 02 Aug 2024, 13:29
Q1 2024 118 $217,394,000 +$26,468,414 -$14,960,625 +$11,507,789 TPL, AAPL, NVDA, WIRE, XOM 13F-HR 16 Apr 2024, 15:30
Q4 2023 122 $194,086,000 +$95,733,105 -$362,979,467 -$267,246,362 AAPL, TPL, NVDA, WIRE, MSFT 13F-HR 13 Feb 2024, 13:18
Q3 2023 137 $433,071,000 +$349,300,041 -$96,112,366 +$253,187,675 MTDR, WIRE, TPL, EXP, UBER 13F-HR 14 Nov 2023, 16:58
Q2 2023 123 $179,257,000 +$15,185,327 -$11,797,227 +$3,388,100 AAPL, TPL, NVDA, XOM, WIRE 13F-HR 04 Aug 2023, 18:04
Q1 2023 120 $169,518,000 +$10,529,653 -$10,350,055 +$179,598 TPL, AAPL, XOM, MSFT, ABBV 13F-HR 15 May 2023, 17:23
Q4 2022 116 $165,906,000 +$15,465,162 -$15,049,143 +$416,019 TPL, AAPL, XOM, ABBV, OKE 13F-HR 03 Feb 2023, 16:37
Q3 2022 114 $145,544,000 +$8,374,509 -$6,774,048 +$1,600,461 TPL, AAPL, XOM, GM, MSFT 13F-HR 21 Oct 2022, 15:09
Q2 2022 112 $148,379,000 +$9,921,625 -$12,459,566 -$2,537,941 TPL, AAPL, XOM, MSFT, ABBV 13F-HR 28 Jul 2022, 15:19
Q1 2022 121 $177,025,000 +$37,072,762 -$12,721,692 +$24,351,070 AAPL, TPL, MSFT, OKE, ABBV 13F-HR 12 May 2022, 17:01
Q4 2021 117 $152,475,000 +$7,484,316 -$12,644,705 -$5,160,389 TPL, GM, CMC, OKE, ABBV 13F-HR 07 Feb 2022, 16:04
Q3 2021 119 $144,886,000 +$15,398,846 -$13,136,450 +$2,262,396 TPL, GM, CMC, OKE, XOM 13F-HR 06 Oct 2021, 17:23
Q2 2021 114 $152,587,000 +$38,072,055 -$7,374,554 +$30,697,501 TPL, CMC, OKE, GM, XOM 13F-HR 06 Jul 2021, 13:46
Q1 2021 105 $117,570,000 +$14,565,898 -$22,363,979 -$7,798,081 CMC, OKE, BA, ABBV, IP 13F-HR 26 May 2021, 13:53
Q4 2020 98 $110,751,000 +$12,854,599 -$9,976,123 +$2,878,476 TPL, CMC, OKE, ABBV, IP 13F-HR 01 Feb 2021, 15:33
Q3 2020 83 $88,948,000 +$15,862,597 -$13,070,796 +$2,791,801 TPL, CMC, T, XEL, IP 13F-HR 15 Oct 2020, 14:06
Q1 2020 72 $71,740,000 +$4,720,378 -$8,232,717 -$3,512,339 TPL, CMC, T, MRK, XEL 13F-HR 04 May 2020, 14:08
Q4 2019 84 $117,163,000 +$4,900,822 -$7,201,677 -$2,300,855 TPL, CMC, BA, T, IP 13F-HR 04 Feb 2020, 13:47
Q3 2019 85 $112,783,000 +$10,119,108 -$8,381,479 +$1,737,629 TPL, BA, CMC, T, ENLC 13F-HR 14 Nov 2019, 12:43
Q2 2019 85 $114,325,000 +$4,806,369 -$30,280,419 -$25,474,050 TPL, BA, CMC, JNJ, IP 13F-HR 22 Aug 2019, 08:31
Q1 2019 92 $139,050,000 +$10,339,811 -$11,089,310 -$749,499 TPL, Hodges Fund, BA, CMC, Hodges Blue Chip Equity Income 13F-HR 17 May 2019, 13:14
Q4 2018 98 $119,985,000 +$8,171,055 -$11,261,271 -$3,090,216 TPL, Hodges Fund, BA, Hodges Blue Chip Equity Income, IP 13F-HR 11 Feb 2019, 10:26
Q3 2018 101 $154,240,000 +$8,114,420 -$18,886,717 -$10,772,297 TPL, Hodges Fund, BA, IP, Hodges Blue Chip Equity Income 13F-HR 31 Oct 2018, 13:28
Q2 2018 103 $155,063,000 +$12,734,316 -$14,537,161 -$1,802,845 Hodges Fund, TPL, Professionally Managed Portfol, IP, BA 13F-HR 31 Jul 2018, 16:28
Q1 2018 108 $151,818,000 +$12,406,860 -$13,598,271 -$1,191,411 Hodges Fund, TPL, HODGES BLUE CHIP EQTY, BA, IP 13F-HR 04 May 2018, 17:01
Q4 2017 143 $156,773,000 +$13,660,845 -$22,511,045 -$8,850,200 HODGES FUND, TPL, BA, HODGES BLUE CHIP EQTY, IP 13F-HR 07 Feb 2018, 15:00
Q3 2017 106 $144,277,000 +$13,967,777 -$13,728,374 +$239,403 Hodges Fund, TPL, BA, Hodges Fund - Blue Chip, IP 13F-HR 07 Nov 2017, 10:36
Q2 2017 109 $136,448,000 +$8,760,336 -$15,255,482 -$6,495,146 Hodges Fund, TPL, LUV, BA, Professionally Managed Portfol 13F-HR 14 Aug 2017, 16:55
Q1 2017 109 $143,136,000 +$11,812,783 -$16,263,695 -$4,450,912 Hodges Fund, TPL, Professionally Managed Portfol, LUV, RHP 13F-HR 05 May 2017, 10:57
Q4 2016 106 $146,146,000 +$10,574,490 -$16,728,338 -$6,153,848 PROFESSIONALLY MANAGED PORTFOL, TPL, PROFESSIONALLY MANAGED PORTFOL, GEO, LUV 13F-HR 11 Jan 2017, 15:34
Q3 2016 108 $134,771,000 +$11,694,736 -$14,560,227 -$2,865,491 PROFESSIONALLY MANAGED PORTFOL, TPL, PROFESSIONALLY MANAGED PORTFOL, JNJ, TRN 13F-HR 15 Nov 2016, 09:35
Q2 2016 110 $129,526,000 +$10,482,713 -$9,665,549 +$817,164 PROFESSIONALLY MANAGED PORTFOL, TPL, PROFESSIONALLY MANAGED PORTFOL, ATO, JNJ 13F-HR 26 Jul 2016, 14:28
Q1 2016 105 $123,604,000 +$4,628,313 -$7,943,253 -$3,314,940 PROFESSIONALLY MANAGED PORTFOL, TPL, ATO, LUV, JNJ 13F-HR 03 May 2016, 16:50
Q4 2015 101 $122,093,000 +$6,393,149 -$8,068,798 -$1,675,649 PROFESSIONALLY MANAGED PORTFOL, TPL, TRN, ATO, LUV 13F-HR 27 Jan 2016, 16:03
Q3 2015 104 $121,647,000 +$7,398,706 -$13,575,756 -$6,177,050 PROFESSIONALLY MANAGED PORTFOL, TPL, TRN, ATO, LUV 13F-HR 12 Nov 2015, 12:17
Q2 2015 111 $138,658,000 +$14,413,034 -$12,341,923 +$2,071,111 Professionally Managed Portfol, TPL, TRN, BA, JNJ 13F-HR 27 Jul 2015, 10:26
Q1 2015 101 $143,416,000 +$8,007,147 -$19,452,052 -$11,444,905 Professionally Managed Portfol, TPL, TRN, RHP, BA Restatement 05 May 2015, 13:06
Q4 2014 105 $153,673,000 +$7,520,463 -$10,965,838 -$3,445,375 Professionally Managed Portfol, TPL, JNJ, ATO, BA 13F-HR 13 Feb 2015, 18:19
Q3 2014 112 $168,374,000 +$10,415,870 -$7,518,778 +$2,897,092 Professionally Managed Portfol, TPL, JNJ, HAL, BA 13F-HR 12 Nov 2014, 13:33
Q2 2014 106 $166,395,000 +$14,357,539 -$5,584,490 +$8,773,049 PROFESSIONALLY MANAGED PTFL HO, TPL, HAL, JNJ, XOM 13F-HR 11 Jul 2014, 16:28
Q1 2014 95 $149,754,000 +$11,383,857 -$16,352,051 -$4,968,194 PROFESSIONALLY MANAGED PTFL HO, TPL, JNJ, XOM, BA 13F-HR 15 Apr 2014, 12:16
Q4 2013 93 $149,214,000 $0 $0 $0 PROFESSIONALLY MANAGED PTFL HO, TPL, BA, XOM, DHR 13F-HR 29 Jan 2014, 12:19