PENN DAVIS MCFARLAND INC

données du 31/12/2025

Capitalisation

$ 1.044 T 107 772.17 %

Période de détention moyenne

17 ans

Performance

$ 1.018 T 77 870.96 %

Capitalisation

Taille du portefeuille

Performance du portefeuille

Performance du portefeuille %

Performances par rapport au S&P 500 (%)

Entreprise dans PENN DAVIS MCFARLAND INC

Date Symbol Nom Poids Capitalisation Nombre d'action 1er ajout Performance ($) Performance (%)
2025/12/31 ALPHABET, INC. CL C (GOOGLE C) 13.88% 144.835 B $ 461553 2015/12/31 145.592 B $ 128 744.18 %
2025/12/31 NVIDIA CORP 8.93% 93.256 B $ 500033 2019/12/31 96.935 B $ 99 857.12 %
2025/12/31 ALPHABET, INC. CL A (GOOGLE A) 5.16% 53.879 B $ 172137 2015/12/31 54.227 B $ 128 653.60 %
2025/12/31 APPLE, INC. 4.74% 49.449 B $ 181890 2012/12/31 49.701 B $ 106 666.68 %
2025/12/31 KINDER MORGAN, INC. 4.54% 47.428 B $ 1725267 2013/06/30 47.483 B $ 97 003.50 %
2025/12/31 UNITEDHEALTH GROUP, INC. 4.34% 45.340 B $ 137349 2019/09/30 44.745 B $ 95 500.93 %
2025/12/31 ROIVANT SCIENCES LTD. 3.86% 40.325 B $ 1858289 2024/03/31 40.379 B $ 143 323.66 %
2025/12/31 PAYPAL HOLDINGS, INC. 3.81% 39.748 B $ 680852 2022/03/31 37.720 B $ 86 956.37 %
2025/12/31 ENTERPRISE PRODUCTS PRTNS 3.63% 37.867 B $ 1181138 2012/12/31 37.915 B $ 102 426.38 %
2025/12/31 SHELL PLC 3.53% 36.862 B $ 501658 2022/03/31 36.898 B $ 102 626.13 %
2025/12/31 RTX CORP. 3.39% 35.401 B $ 193028 2020/06/30 35.446 B $ 109 503.78 %
2025/12/31 QUALCOMM, INC. 3.12% 32.531 B $ 190184 2012/12/31 32.551 B $ 102 719.19 %
2025/12/31 ANHEUSER-BUSCH INBEV SA/NV 2.99% 31.177 B $ 486842 2020/06/30 29.693 B $ 107 331.64 %
2025/12/31 LOCKHEED MARTIN CORP 2.58% 26.976 B $ 55773 2021/09/30 26.819 B $ 96 787.08 %
2025/12/31 LAS VEGAS SANDS 2.53% 26.364 B $ 405040 2015/06/30 26.427 B $ 120 907.62 %
2025/12/31 BLACK STONE MINERALS LP 2.51% 26.148 B $ 1967467 2018/06/30 25.476 B $ 101 041.55 %
2025/12/31 EVOLUTION AB-ADR 2.24% 23.410 B $ 344620 2025/09/30 11.526 B $ 82 751.57 %
2025/12/31 CHECK POINT SOFTWARE TECH 2.18% 22.720 B $ 122442 2012/12/31 22.737 B $ 89 581.50 %
2025/12/31 BRISTOL-MYERS SQUIBB CO 1.75% 18.245 B $ 338253 2017/03/31 18.953 B $ 119 500.88 %
2025/12/31 SPROUTS FARMERS MARKET INC 1.71% 17.833 B $ 223830 2019/06/30 13.710 B $ 73 126.10 %
2025/12/31 MATCH GROUP INC. 1.63% 16.964 B $ 525373 2023/06/30 15.549 B $ 91 321.29 %
2025/12/31 MICROSOFT CORPORATION 1.32% 13.756 B $ 28444 2019/12/31 13.791 B $ 93 271.94 %
2025/12/31 XYLEM, INC. 1.25% 13.080 B $ 96047 2014/09/30 13.085 B $ 92 225.42 %
2025/12/31 WASTE MANGEMENT, INC. 1.19% 12.465 B $ 56735 2024/09/30 12.476 B $ 99 392.82 %
2025/12/31 KIMBERLY CLARK, CORP. 0.84% 8.795 B $ 87170 2023/12/31 1.387 B $ 81 040.44 %
2025/12/31 JOHNSON & JOHNSON 0.82% 8.573 B $ 41425 2024/09/30 8.589 B $ 111 511.48 %
2025/12/31 TARGET CORP 0.79% 8.277 B $ 84671 2025/12/31 0.000 $ 0.00 %
2025/12/31 TEXAS INSTRUMENTS, INC. 0.69% 7.211 B $ 41567 2023/09/30 7.209 B $ 94 326.60 %
2025/12/31 ABBVIE, INC. 0.67% 6.961 B $ 30464 2024/09/30 6.965 B $ 98 582.72 %
2025/12/31 ACCENTURE PLC 0.66% 6.922 B $ 25800 2012/12/31 6.916 B $ 108 699.68 %
2025/12/31 MCDONALDS, CORP. 0.62% 6.433 B $ 21047 2024/09/30 6.437 B $ 100 472.58 %
2025/12/31 AMGEN, INC. 0.59% 6.159 B $ 18816 2016/09/30 6.158 B $ 115 885.12 %
2025/12/31 COCA-COLA COMPANY 0.55% 5.778 B $ 82643 2024/09/30 5.781 B $ 105 313.16 %
2025/12/31 UNITED PARCEL SERVICE, INC. 0.54% 5.674 B $ 57201 2024/09/30 3.397 B $ 118 647.76 %
2025/12/31 VERIZON COMMUNICATIONS 0.52% 5.441 B $ 133579 2024/09/30 3.935 B $ 92 573.50 %
2025/12/31 METTLER-TOLEDO INTERNATIONAL, INC. 0.43% 4.500 B $ 3228 2024/09/30 4.496 B $ 113 469.45 %
2025/12/31 PFIZER, INC. 0.41% 4.266 B $ 171332 2024/09/30 2.825 B $ 97 623.72 %
2025/12/31 PEPSICO, INC. 0.40% 4.184 B $ 29153 2019/12/31 4.189 B $ 102 093.11 %
2025/12/31 NIKE, INC. 0.38% 3.954 B $ 62066 2024/09/30 3.949 B $ 91 266.69 %
2025/12/31 AMERICAN EXPRESS, CO. 0.37% 3.913 B $ 10576 2024/09/30 3.911 B $ 111 277.03 %
2025/12/31 ABBOTT LABORATORIES 0.37% 3.911 B $ 31215 2024/09/30 3.914 B $ 93 441.87 %
2025/12/31 PROCTER & GAMBLE, CO. 0.36% 3.790 B $ 26448 2024/09/30 3.794 B $ 93 170.42 %
2025/12/31 SPDR GOLD TRUST 0.28% 2.959 B $ 7467 2023/03/31 3.263 B $ 111 389.01 %
2025/12/31 ELI LILLY & CO. 0.28% 2.955 B $ 2750 2024/09/30 2.953 B $ 140 749.28 %
2025/12/31 SIRIUSXM HOLDINGS INC. 0.26% 2.725 B $ 136262 2024/09/30 12.668 B $ 85 807.60 %
2025/12/31 AMAZON, INC. 0.26% 2.705 B $ 11721 2018/06/30 2.761 B $ 105 023.63 %
2025/12/31 STARBUCKS, CORP. 0.24% 2.472 B $ 29361 2024/09/30 2.456 B $ 99 439.04 %
2025/12/31 U.S. PHYSICAL THERAPY, INC. 0.22% 2.327 B $ 29793 2024/09/30 2.324 B $ 91 824.63 %
2025/12/31 HONEYWELL INTERNATIONAL, INC. 0.22% 2.254 B $ 11555 2012/12/31 2.268 B $ 92 579.33 %
2025/12/31 CISCO SYSTEMS, INC. 0.15% 1.530 B $ 19864 2024/09/30 1.535 B $ 112 484.08 %
2025/12/31 MATADOR RESOURCES CO. 0.12% 1.273 B $ 30000 2012/12/31 1.272 B $ 94 358.05 %
2025/12/31 VISA, INC. 0.11% 1.175 B $ 3350 2018/06/30 1.174 B $ 102 633.07 %
2025/12/31 FIRSTCASH HLDGS, INC. 0.11% 1.151 B $ 7220 2024/09/30 1.181 B $ 100 506.06 %
2025/12/31 EXXON MOBIL, CORP. 0.10% 998.461 M $ 8297 2022/06/30 997.525 M $ 106 631.68 %
2025/12/31 CATERPILLAR, INC. 0.09% 916.592 M $ 1600 2024/12/31 973.068 M $ 119 960.78 %
2025/12/31 TESLA, INC. 0.07% 771.270 M $ 1715 2024/09/30 770.507 M $ 101 024.30 %
2025/12/31 JP MORGAN CHASE & CO 0.07% 766.884 M $ 2380 2021/03/31 830.514 M $ 102 052.72 %
2025/12/31 VANGUARD S&P 500 ETF 0.07% 699.877 M $ 1116 2023/12/31 699.194 M $ 102 308.64 %
2025/12/31 PAYCHEX INC. 0.06% 659.731 M $ 5881 2018/06/30 658.986 M $ 88 397.95 %
2025/12/31 SPDR S & P 500 ETF 0.06% 583.741 M $ 856 2022/12/31 681.956 M $ 102 273.95 %
2025/12/31 DORCHESTER MINERALS LP 0.05% 508.243 M $ 22730 2015/12/31 602.485 M $ 86 266.37 %
2025/12/31 META PLATFORMS, INC. 0.04% 433.679 M $ 657 2024/12/31 473.417 M $ 89 783.93 %
2025/12/31 ISHARES TOTAL US STOCK MARKET ETF 0.04% 371.725 M $ 2500 2024/09/30 371.361 M $ 101 987.20 %
2025/12/31 HOME DEPOT, INC. 0.03% 360.617 M $ 1048 2024/09/30 360.192 M $ 84 823.19 %
2025/12/31 BERKSHIRE HATHAWAY CLASS B 0.03% 324.209 M $ 645 2023/09/30 323.885 M $ 99 882.11 %
2025/12/31 WAL-MART INC. 0.03% 303.035 M $ 2720 2024/12/31 302.755 M $ 108 002.09 %
2025/12/31 TRAVELERS COMPANIES 0.03% 270.626 M $ 933 2023/12/31 270.365 M $ 103 782.35 %
2025/12/31 BROADCOM INC 0.03% 266.497 M $ 770 2024/12/31 297.017 M $ 104 807.28 %
2025/12/31 TOAST, INC. 0.03% 266.325 M $ 7500 2024/09/30 266.051 M $ 97 161.02 %
2025/12/31 ISHARES SILVER TRUST INDEX FUND 0.02% 257.680 M $ 4000 2025/09/30 354.077 M $ 151 941.54 %
2025/12/31 NETFLIX, INC. 0.02% 248.464 M $ 2650 2024/12/31 24.529 M $ 7 720.37 %
2025/12/31 ORACLE CORP 0.02% 220.248 M $ 1130 2024/09/30 219.930 M $ 69 203.75 %
2025/12/31 WALT DISNEY COMPANY 0.02% 200.918 M $ 1766 2024/12/31 200.716 M $ 99 262.53 %
2025/12/31 CLENE, INC. 0.01% 64.570 M $ 11000 2025/03/31 64.504 M $ 97 327.30 %
2025/12/31 GAMESQUARE HOLDINGS, INC. 0.00% 3.850 M $ 10000 2025/12/31 0.000 $ 0.00 %
2025/12/31 CL COLGATE PALMOLIVE, CO. 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %
2025/12/31 GSLC GOLDMAN SACHS ACTIVEBETA US LRG ETF 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %
2025/12/31 GAMESQUARE HOLDINGS, INC. 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %