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| Happy Holidays!! thanks for using AUM13F!! |
| SFMG LLC
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| CRD # | 107548 |
| SEC # | 801-44699 |
| CIK # | 0001512026 |
| AUM | $2.5 B (2025-04-09) |
| Employees | 38 (42% Investors, 0% Brokers) |
| Phone | 972-960-6460 |
| Address | 3960 Dallas Parkway Plano, TX 75093 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001512026 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Atmos Energy Corp | 160.8 | ||
| Apple Inc | 44.7 | ||
| Microsoft Corp | 32.1 | ||
| Amazon Com Inc | 21.7 | ||
| Nvidia Corp | 21.3 | ||
| Alphabet Inc | 13.2 | ||
| Wal Mart Stores Inc | 11.1 | ||
| United Technologies Corp /DE/ | 10.6 | ||
| Ares Capital Corp | 10.5 | ||
| Applied Materials Inc /DE | 9.4 | ||
| Advanced Micro Devices Inc | 8.4 | ||
| Facebook Inc | 7.7 | ||
| VISA Inc | 7.6 | ||
| Blackstone Secured Lending Fund | 7.5 | ||
| Novo Nordisk A S | 7.1 | ||
| Palo Alto Networks Inc | 7.0 | ||
| Honeywell International Inc | 6.9 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 409 | 0.1 |
| (b) Individuals (high net worth individuals) | 503 | 2.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 2 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,983 | 2.5 |
| By Discretionary | ||
| Discretionary | 3,515 | 2.3 |
| Non-Discretionary | 468 | 0.2 |
| Total | 3,983 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 3,983 | 2.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001512026] |
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|---|---|---|
|
Mariner Institutional LLC
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|
FL | 2.5 |
|
Compass Capital Management Inc
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MN | 2.5 |
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McKinley Carter Wealth Services Inc
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WV | 2.5 |
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Parcion Private Wealth LLC
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WA | 2.5 |
|
Dundas Partners LLP
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|
2.5 | |
|
SJS Investment Consulting Inc
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|
OH | 2.5 |
|
Norris Perne & French LLP
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|
MI | 2.5 |
|
Crewe Advisors LLC
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|
UT | 2.5 |
|
Saratoga Research & Investment Management
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|
CA | 2.5 |
|
Strategic Global Advisors LLC
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|
CA | 2.5 |