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PENN DAVIS MCFARLAND INC

Q2 2026 13F filing

Updated 57 days ago

79 disclosed positions worth $1.1B

Portfolio value
$1.1B
Total holdings
79
New positions
10
Closed positions
6
Increased
14
Decreased
37
Turnover
20.3%
Filed
2026-07-15

Full holdings

Every line item disclosed in Q2 2026

G

ALPHABET, INC. CL C (GOOGLE C)

-0.7%
Value
$151.4M
Shares
428.4K
% Port
13.48%
N

NVIDIA CORP

-6.5%
Value
$93.2M
Shares
466.0K
% Port
8.31%
U
3.UNH

UNITEDHEALTH GROUP, INC.

-0.1%
Value
$56.6M
Shares
136.3K
% Port
5.04%
R

ROIVANT SCIENCES LTD.

-0.8%
Value
$55.9M
Shares
1.58M
% Port
4.98%
E

KINDER MORGAN, INC.

-2.0%
Value
$53.5M
Shares
1.67M
% Port
4.77%
A

APPLE, INC.

-2.2%
Value
$50.8M
Shares
175.5K
% Port
4.52%
E

ENTERPRISE PRODUCTS PRTNS

0.0%
Value
$43.2M
Shares
1.18M
% Port
3.85%
A
8.ACN

ACCENTURE PLC

+1148.8%
Value
$39.9M
Shares
320.8K
% Port
3.56%
B

ANHEUSER-BUSCH INBEV SA/NV

-0.4%
Value
$39.8M
Shares
483.4K
% Port
3.55%
R

SHELL PLC

-1.5%
Value
$38M
Shares
489.6K
% Port
3.38%
G

ALPHABET, INC. CL A (GOOGLE A)

-5.9%
Value
$36.8M
Shares
103.0K
% Port
3.28%
R
12.RTX

RTX CORP.

-0.1%
Value
$35.4M
Shares
186.5K
% Port
3.15%
Q
13.QCOM

QUALCOMM, INC.

-1.0%
Value
$34.6M
Shares
187.3K
% Port
3.08%
P
14.PYPL

PAYPAL HOLDINGS, INC.

+0.4%
Value
$29.4M
Shares
680.0K
% Port
2.62%
L
15.LMT

LOCKHEED MARTIN CORP

+0.1%
Value
$28.3M
Shares
55.6K
% Port
2.52%
?
16.N/A

BLACK STONE MINERALS LP

-0.1%
Value
$27.4M
Shares
1.96M
% Port
2.44%
C
17.CRM

SALESFORCE INC

+1.1%
Value
$24.6M
Shares
157.0K
% Port
2.19%
?
18.N/A

EVOLUTION AB-ADR

+0.7%
Value
$23.8M
Shares
345.9K
% Port
2.12%
?
19.N/A

MATCH GROUP INC.

+1.2%
Value
$20.2M
Shares
531.1K
% Port
1.80%
S
20.SFM

SPROUTS FARMERS MARKET INC

0.0%
Value
$18.9M
Shares
223.3K
% Port
1.68%
L
21.LVS

LAS VEGAS SANDS

-3.0%
Value
$18M
Shares
389.5K
% Port
1.60%
C
22.CHKP

CHECK POINT SOFTWARE TECH

0.0%
Value
$16M
Shares
122.1K
% Port
1.43%
C

BRISTOL-MYERS SQUIBB CO

-28.4%
Value
$13.9M
Shares
240.6K
% Port
1.24%
W
24.WM

WASTE MANGEMENT, INC.

-0.4%
Value
$12.6M
Shares
56.4K
% Port
1.12%
T
25.TXN

TEXAS INSTRUMENTS, INC.

+0.5%
Value
$12.5M
Shares
41.8K
% Port
1.11%
X
26.XYL

XYLEM, INC.

-0.1%
Value
$11.3M
Shares
95.6K
% Port
1.01%
T
27.TGT

TARGET CORP

-0.3%
Value
$11M
Shares
84.3K
% Port
0.98%
M
28.MSFT

MICROSOFT CORPORATION

+0.8%
Value
$10.7M
Shares
28.6K
% Port
0.95%
J
29.JNJ

JOHNSON & JOHNSON

-0.3%
Value
$10.5M
Shares
41.2K
% Port
0.93%
K
30.KMB

KIMBERLY CLARK, CORP.

-2.6%
Value
$9.3M
Shares
84.8K
% Port
0.83%
A
31.ABBV

ABBVIE, INC.

+0.5%
Value
$7.7M
Shares
30.6K
% Port
0.69%
A
32.AMGN

AMGEN, INC.

-0.1%
Value
$6.8M
Shares
18.7K
% Port
0.60%
K
33.KO

COCA-COLA COMPANY

-0.1%
Value
$6.7M
Shares
82.5K
% Port
0.60%
U
34.UPS

UNITED PARCEL SERVICE, INC.

-0.5%
Value
$6.1M
Shares
56.8K
% Port
0.54%
M
35.MCD

MCDONALDS, CORP.

-0.0%
Value
$5.7M
Shares
21.0K
% Port
0.51%
V
36.VZ

VERIZON COMMUNICATIONS

-0.9%
Value
$5.6M
Shares
132.2K
% Port
0.50%
M
37.MTD

METTLER-TOLEDO INTERNATIONAL, INC.

-0.2%
Value
$4.1M
Shares
3.2K
% Port
0.37%
P
38.PFE

PFIZER, INC.

-0.6%
Value
$4.1M
Shares
169.4K
% Port
0.36%
P
39.PEP

PEPSICO, INC.

-0.2%
Value
$3.9M
Shares
29.1K
% Port
0.35%
P
40.PG

PROCTER & GAMBLE, CO.

-0.4%
Value
$3.9M
Shares
26.3K
% Port
0.34%
A
41.AXP

AMERICAN EXPRESS, CO.

Unchanged
Value
$3.6M
Shares
10.5K
% Port
0.32%
L
42.LLY

ELI LILLY & CO.

Unchanged
Value
$3.2M
Shares
2.7K
% Port
0.29%
A
43.ABT

ABBOTT LABORATORIES

Unchanged
Value
$2.8M
Shares
31.2K
% Port
0.25%
G
44.GLD

SPDR GOLD TRUST

Unchanged
Value
$2.7M
Shares
7.3K
% Port
0.24%
N
45.NKE

NIKE, INC.

-0.5%
Value
$2.5M
Shares
61.6K
% Port
0.23%
C
46.CSCO

CISCO SYSTEMS, INC.

+0.5%
Value
$2.3M
Shares
20.0K
% Port
0.21%
J

JP MORGAN CHASE & CO

+232.6%
Value
$2.3M
Shares
7.2K
% Port
0.21%
U
48.USPH

U.S. PHYSICAL THERAPY, INC.

Unchanged
Value
$2M
Shares
29.7K
% Port
0.18%
A
49.AMZN

AMAZON, INC.

-25.6%
Value
$2M
Shares
8.5K
% Port
0.18%
F
50.FCFS

FIRSTCASH HLDGS, INC.

Unchanged
Value
$1.6M
Shares
7.2K
% Port
0.14%