TCTC Holdings, LLC

data from 30/09/2025

Capitalization

$ 3.370 B 8.33 %

Average holding period

19 ans

Performance

$ 2.033 B 45 232.33 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in TCTC Holdings, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 DINO HF SINCLAIR CORP 19.15% 645.435 M $ 12331578 2022/03/31 138.859 M $ 27.41 %
2025/09/30 MSFT MICROSOFT CORP 5.16% 174.073 M $ 336080 2009/12/31 6.953 M $ 4.13 %
2025/09/30 JPM JPMORGAN CHASE & CO. 3.62% 122.028 M $ 386864 2009/12/31 9.923 M $ 8.80 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 3.50% 118.010 M $ 234734 2010/03/31 3.987 M $ 3.49 %
2025/09/30 WM WASTE MGMT INC DEL 2.98% 100.591 M $ 455515 2009/12/31 -3.641 M $ -3.49 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 2.96% 99.846 M $ 353864 2009/12/31 -4.465 M $ -4.28 %
2025/09/30 AFL AFLAC INC 2.68% 90.454 M $ 809794 2009/12/31 5.061 M $ 5.92 %
2025/09/30 UBER UBER TECHNOLOGIES INC 2.48% 83.555 M $ 852859 2020/12/31 3.976 M $ 5.01 %
2025/09/30 AAPL APPLE INC 2.43% 81.734 M $ 320993 2009/12/31 15.982 M $ 24.11 %
2025/09/30 CB CHUBB LIMITED 2.03% 68.298 M $ 241978 2016/03/31 -1.817 M $ -2.58 %
2025/09/30 GOOG ALPHABET INC 2.01% 67.810 M $ 278425 2015/12/31 18.681 M $ 37.30 %
2025/09/30 LIN LINDE PLC 1.81% 60.872 M $ 128152 2023/03/31 746.444 K $ 1.24 %
2025/09/30 WMB WILLIAMS COS INC 1.68% 56.660 M $ 894400 2009/12/31 484.363 K $ 0.86 %
2025/09/30 BAC BANK AMERICA CORP 1.66% 56.054 M $ 1086534 2009/12/31 4.659 M $ 9.02 %
2025/09/30 NVS NOVARTIS AG 1.49% 50.198 M $ 391436 2020/06/30 2.832 M $ 5.97 %
2025/09/30 IWM ISHARES TR 1.46% 49.101 M $ 202932 2016/09/30 5.293 M $ 12.13 %
2025/09/30 QCOM QUALCOMM INC 1.32% 44.322 M $ 266425 2011/03/31 1.894 M $ 4.46 %
2025/09/30 AMZN AMAZON COM INC 1.28% 43.307 M $ 197236 2011/03/31 35.610 K $ 0.08 %
2025/09/30 AON AON PLC 1.27% 42.811 M $ 120061 2020/06/30 -21.610 K $ -0.05 %
2025/09/30 ORI OLD REP INTL CORP 1.24% 41.817 M $ 984629 2009/12/31 3.990 M $ 10.48 %
2025/09/30 RNR RENAISSANCERE HLDGS LTD 1.13% 38.090 M $ 150000 2020/06/30 1.655 M $ 4.54 %
2025/09/30 PFE PFIZER INC 0.95% 31.949 M $ 1253887 2009/12/31 1.623 M $ 5.12 %
2025/09/30 ABBV ABBVIE INC 0.93% 31.301 M $ 135184 2013/03/31 6.333 M $ 24.74 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.90% 30.327 M $ 87829 2015/09/30 2.759 M $ 10.68 %
2025/09/30 CRM SALESFORCE INC 0.90% 30.222 M $ 127521 2011/03/31 -4.564 M $ -13.09 %
2025/09/30 LOW LOWES COS INC 0.89% 29.941 M $ 119141 2009/12/31 3.516 M $ 13.27 %
2025/09/30 FCX FREEPORT-MCMORAN INC 0.88% 29.584 M $ 754316 2013/06/30 -3.043 M $ -9.53 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.85% 28.650 M $ 176634 2009/12/31 -3.522 M $ -10.94 %
2025/09/30 PSX PHILLIPS 66 0.84% 28.390 M $ 208720 2012/06/30 3.534 M $ 14.02 %
2025/09/30 PEP PEPSICO INC 0.83% 28.073 M $ 199893 2009/12/31 1.710 M $ 6.36 %
2025/09/30 CVS CVS HEALTH CORP 0.83% 27.859 M $ 369527 2009/12/31 2.386 M $ 9.29 %
2025/09/30 CFR CULLEN FROST BANKERS INC 0.82% 27.664 M $ 218220 2009/12/31 -407.577 K $ -1.38 %
2025/09/30 WMT WALMART INC 0.81% 27.377 M $ 265646 2009/12/31 1.429 M $ 5.40 %
2025/09/30 NEE NEXTERA ENERGY INC 0.78% 26.425 M $ 350053 2010/06/30 2.148 M $ 8.74 %
2025/09/30 NVDA NVIDIA CORPORATION 0.75% 25.195 M $ 135037 2024/03/31 3.848 M $ 18.10 %
2025/09/30 LVS LAS VEGAS SANDS CORP 0.73% 24.652 M $ 458294 2020/06/30 4.745 M $ 23.63 %
2025/09/30 CSCO CISCO SYS INC 0.73% 24.534 M $ 358574 2009/12/31 -349.012 K $ -1.38 %
2025/09/30 MO ALTRIA GROUP INC 0.70% 23.602 M $ 357279 2009/12/31 2.655 M $ 12.67 %
2025/09/30 COP CONOCOPHILLIPS 0.67% 22.511 M $ 237981 2009/12/31 1.140 M $ 5.40 %
2025/09/30 EVEREST GROUP LTD 0.63% 21.394 M $ 61085 2020/06/30 634.062 K $ 3.05 %
2025/09/30 RTX RTX CORPORATION 0.58% 19.409 M $ 115995 2020/06/30 2.495 M $ 14.59 %
2025/09/30 OXY OCCIDENTAL PETE CORP 0.57% 19.058 M $ 403340 2009/12/31 2.147 M $ 12.47 %
2025/09/30 GE GE AEROSPACE 0.54% 18.070 M $ 60069 2021/09/30 2.609 M $ 16.87 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.52% 17.547 M $ 389058 2009/12/31 -474.544 K $ -2.57 %
2025/09/30 MPC MARATHON PETE CORP 0.51% 17.347 M $ 90001 2011/09/30 2.452 M $ 16.03 %
2025/09/30 ACA ARCOSA INC 0.51% 17.187 M $ 183405 2018/12/31 1.289 M $ 8.07 %
2025/09/30 MRK MERCK & CO INC 0.51% 17.043 M $ 203063 2009/12/31 967.728 K $ 6.03 %
2025/09/30 SCHW SCHWAB CHARLES CORP 0.50% 16.781 M $ 175775 2018/03/31 740.926 K $ 4.64 %
2025/09/30 CMCSA COMCAST CORP NEW 0.49% 16.348 M $ 520300 2009/12/31 -2.276 M $ -11.96 %
2025/09/30 MMM 3M CO 0.48% 16.236 M $ 104630 2013/06/30 307.612 K $ 1.93 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.48% 16.117 M $ 24193 2019/12/31 1.159 M $ 7.82 %
2025/09/30 INTC INTEL CORP 0.48% 16.112 M $ 480224 2009/12/31 5.410 M $ 49.78 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.48% 16.086 M $ 366010 2009/12/31 241.444 K $ 1.57 %
2025/09/30 CBRE CBRE GROUP INC 0.46% 15.578 M $ 98871 2024/12/31 1.724 M $ 12.45 %
2025/09/30 GOOGL ALPHABET INC 0.45% 15.314 M $ 62995 2015/12/31 4.278 M $ 37.94 %
2025/09/30 TRN TRINITY INDS INC 0.42% 14.174 M $ 505498 2015/06/30 526.585 K $ 3.81 %
2025/09/30 IGSB ISHARES TR 0.42% 14.012 M $ 264219 2020/06/30 71.463 K $ 0.51 %
2025/09/30 EMR EMERSON ELEC CO 0.41% 13.940 M $ 106265 2009/12/31 -232.053 K $ -1.61 %
2025/09/30 EFA ISHARES TR 0.40% 13.552 M $ 145139 2020/06/30 581.282 K $ 4.45 %
2025/09/30 ADI ANALOG DEVICES INC 0.40% 13.510 M $ 54984 2019/12/31 423.006 K $ 3.23 %
2025/09/30 TXN TEXAS INSTRS INC 0.37% 12.621 M $ 68695 2009/12/31 -1.652 M $ -11.51 %
2025/09/30 MDLZ MONDELEZ INTL INC 0.37% 12.611 M $ 201876 2012/12/31 -1.007 M $ -7.37 %
2025/09/30 ABT ABBOTT LABS 0.37% 12.402 M $ 92595 2009/12/31 -204.551 K $ -1.52 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.33% 10.962 M $ 59118 2009/12/31 2.001 M $ 21.39 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.31% 10.513 M $ 68424 2009/12/31 -391.292 K $ -3.56 %
2025/09/30 IJR ISHARES TR 0.31% 10.472 M $ 88130 2009/12/31 803.678 K $ 8.73 %
2025/09/30 EEM ISHARES TR 0.30% 10.206 M $ 191127 2020/06/30 961.736 K $ 10.70 %
2025/09/30 V VISA INC 0.30% 10.111 M $ 29617 2011/03/31 -402.321 K $ -3.85 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 0.29% 9.875 M $ 33646 2009/12/31 -519.264 K $ -4.83 %
2025/09/30 SO SOUTHERN CO 0.29% 9.651 M $ 101841 2009/12/31 314.089 K $ 3.20 %
2025/09/30 AMGN AMGEN INC 0.28% 9.465 M $ 33540 2009/12/31 101.627 K $ 1.07 %
2025/09/30 GEV GE VERNOVA INC 0.27% 9.192 M $ 14948 2024/06/30 1.282 M $ 16.21 %
2025/09/30 CVX CHEVRON CORP NEW 0.24% 7.978 M $ 51375 2009/12/31 634.596 K $ 8.45 %
2025/09/30 MAIN MAIN STR CAP CORP 0.23% 7.872 M $ 123791 2023/12/31 549.535 K $ 7.60 %
2025/09/30 GLD SPDR GOLD TR 0.23% 7.787 M $ 21907 2011/12/31 1.135 M $ 16.61 %
2025/09/30 XOM EXXON MOBIL CORP 0.22% 7.565 M $ 67097 2009/12/31 333.689 K $ 4.59 %
2025/09/30 SYK STRYKER CORPORATION 0.22% 7.522 M $ 20349 2009/12/31 -528.753 K $ -6.56 %
2025/09/30 BX BLACKSTONE INC 0.21% 7.073 M $ 41397 2024/06/30 908.186 K $ 14.22 %
2025/09/30 IJH ISHARES TR 0.21% 7.029 M $ 107709 2013/06/30 326.880 K $ 5.22 %
2025/09/30 TROW PRICE T ROWE GROUP INC 0.20% 6.676 M $ 65045 2009/12/31 357.931 K $ 6.36 %
2025/09/30 EBAY EBAY INC. 0.20% 6.574 M $ 72279 2009/12/31 1.198 M $ 22.15 %
2025/09/30 KO COCA COLA CO 0.19% 6.405 M $ 96582 2009/12/31 -476.123 K $ -6.26 %
2025/09/30 IVV ISHARES TR 0.19% 6.322 M $ 9445 2012/06/30 489.807 K $ 7.80 %
2025/09/30 PYPL PAYPAL HLDGS INC 0.18% 6.094 M $ 90868 2015/09/30 -707.617 K $ -9.77 %
2025/09/30 DIS DISNEY WALT CO 0.18% 6.070 M $ 53015 2009/12/31 -503.697 K $ -7.67 %
2025/09/30 ZTS ZOETIS INC 0.17% 5.855 M $ 40016 2014/03/31 -392.075 K $ -6.18 %
2025/09/30 ADBE ADOBE INC 0.17% 5.682 M $ 16107 2012/03/31 -550.858 K $ -8.82 %
2025/09/30 ALC ALCON AG 0.16% 5.545 M $ 74416 2019/06/30 -1.027 M $ -15.60 %
2025/09/30 ORCL ORACLE CORP 0.16% 5.545 M $ 19715 2015/03/31 1.303 M $ 28.64 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.15% 5.047 M $ 5452 2014/09/30 -391.454 K $ -6.50 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.14% 4.706 M $ 14168 2009/12/31 186.931 K $ 4.13 %
2025/09/30 COF CAPITAL ONE FINL CORP 0.13% 4.496 M $ 21149 2025/06/30 -3.806 K $ -0.08 %
2025/09/30 OKE ONEOK INC NEW 0.12% 4.109 M $ 56307 2017/09/30 -89.085 K $ -10.61 %
2025/09/30 DEO DIAGEO PLC 0.12% 3.959 M $ 41488 2020/06/30 -227.155 K $ -5.36 %
2025/09/30 UPS UNITED PARCEL SERVICE INC 0.11% 3.852 M $ 46117 2009/12/31 -815.780 K $ -17.25 %
2025/09/30 MDT MEDTRONIC PLC 0.11% 3.818 M $ 40083 2015/03/31 284.120 K $ 9.26 %
2025/09/30 BSV VANGUARD BD INDEX FDS 0.11% 3.768 M $ 47755 2020/06/30 10.028 K $ 0.27 %
2025/09/30 LLY ELI LILLY & CO 0.11% 3.662 M $ 4799 2018/09/30 -45.771 K $ -2.12 %
2025/09/30 XLF SELECT SECTOR SPDR TR 0.10% 3.510 M $ 65154 2020/03/31 97.731 K $ 2.86 %
2025/09/30 GD GENERAL DYNAMICS CORP 0.10% 3.493 M $ 10242 2009/12/31 511.261 K $ 16.92 %