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Fulton Breakefield Broenniman LLC

All holdings · as of Mar 31, 2026

200 positions

CompanyClassValueShares% of portfolio
INTERNATIONAL BUSINESS MACHINES CORP$790.9K3,2630.1%
SPDR SERIES TRUST$786.8K25,5120.1%
SCHWAB STRATEGIC TR$783.9K30,5750.1%
CISCO SYSTEMS, INC.$747.8K9,6380.0%
Intuitive Surgical Inc$710.5K1,5410.0%
DEERE & CO$685.9K1,2180.0%
ISHARES TR$639.3K2,9920.0%
ABBOTT LABORATORIES$634.3K6,1780.0%
THE GOLDMAN SACHS GROUP, INC.$633.2K7480.0%
APPLIED MATERIALS INC /DE$625.8K1,8310.0%
AMERICAN ELECTRIC POWER CO INC$625.3K4,7700.0%
ISHARES TR$601.8K2,8500.0%
Palantir Technologies Inc$595.9K4,0740.0%
ISHARES TR$559.8K1,5700.0%
ISHARES TR$549.6K2,8990.0%
Walt Disney Co$516.7K5,3610.0%
Duke Energy Corp$508.6K3,8840.0%
LOCKHEED MARTIN CORP$506.7K8380.0%
ROPER TECHNOLOGIES INC$491.2K1,3880.0%
VANGUARD SCOTTSDALE FDS$476.7K4,7590.0%
SCHWAB STRATEGIC TR$469.8K18,7190.0%
SPDR SERIES TRUST$453.9K4,9600.0%
SOUTHERN CO$453.6K4,7000.0%
BANK OF AMERICA CORP /DE$452.8K9,2890.0%
Salesforce Inc$450.4K2,4130.0%
QUALCOMM INC/DE$438.3K3,4040.0%
AMPHENOL CORP /DE$432.3K3,4210.0%
Marvell Technology, Inc.$414.3K4,1830.0%
ATMOS ENERGY CORP$411.4K2,2270.0%
Seagate Technology Holdings PLC$409.4K1,0450.0%
Datadog, Inc.$390.7K3,3100.0%
DOMINION ENERGY, INC$386.6K6,2530.0%
iShares MSCI UAE ETF$383.6K2,6940.0%
Charter Communications, Inc.$381.5K1,7670.0%
The Boeing Company$375.9K1,8890.0%
ISHARES TR$373.3K1,0070.0%
MICRON TECHNOLOGY INC$362.2K1,0720.0%
CAPITAL ONE FINANCIAL CORP$359.2K1,9690.0%
VANGUARD INSTL INDEX FD$353.7K4,6760.0%
FRANKLIN TEMPLETON ETF TR$345.0K6,2810.0%
ISHARES TR$337.7K1,0760.0%
ORACLE CORP$335.0K2,2770.0%
MICROCHIP TECHNOLOGY INC$334.7K5,1800.0%
ISHARES TR$334.0K1,9780.0%
ISHARES TR$320.2K7510.0%
The PNC Financial Services Group, Inc.$312.1K1,5000.0%
ISHARES TR$311.7K1,4250.0%
NORFOLK SOUTHERN CORP$310.6K1,0820.0%
Air Products & Chemicals, Inc.$303.0K1,0430.0%
Mondelez International, Inc.$302.0K5,2400.0%
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