SFMG, LLC - Portfolio overview

SFMG, LLC has 343 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Utilities and Technology.

Largest reported holdings by portfolio allocation

1. ATO - ATMOS ENERGY CORP, 13.27%
2. PTLC - PACER FDS TR, 8.93%
3. SPHQ - INVESCO EXCHANGE TRADED FD T, 8.61%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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