Fulton Breakefield Broenniman
$1.5B Assets Reported
215 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 231,529 | $151M | 9.9% |
| VEA | VANGUARD TAX-MANAGED FDS | 1,192,727 | $76M | 5.0% |
| AAPL | APPLE INC | 299,899 | $76M | 5.0% |
| MSFT | MICROSOFT CORP | 178,228 | $66M | 4.3% |
| GOOGL | ALPHABET INC | 222,776 | $64M | 4.2% |
| IJH | ISHARES TR | 893,997 | $60M | 3.9% |
| IJR | ISHARES TR | 439,606 | $55M | 3.6% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 160,797 | $54M | 3.5% |
| AMZN | AMAZON COM INC | 228,943 | $48M | 3.1% |
| NVDA | NVIDIA CORPORATION | 260,419 | $45M | 3.0% |
Track Fulton Breakefield Broenniman's 13F portfolio: $1.5B in reported holdings, 215 positions. Top holdings, AUM, and quarterly changes on SentiSense.