FULTON BREAKEFIELD BROENNIMAN LLC

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$1.13B
13F filings
1
Latest filing
Feb 15, 2023

Top 10 holdings

AAPL $45.60M
4.05% of AUM
MSFT $45.45M
4.03% of AUM
AGG $34.15M
3.03% of AUM
IVV $34.11M
3.03% of AUM
BRK.A $32.86M
2.91% of AUM
UNH $30.69M
2.72% of AUM
PGR $29.61M
2.63% of AUM
IWM $26.93M
2.39% of AUM
IJH $26.24M
2.33% of AUM
DHR $25.93M
2.30% of AUM

About this filer

FilingIQ has indexed 1 quarterly Form 13F filings from FULTON BREAKEFIELD BROENNIMAN LLC. Reported assets under management total $1.13B.

View live FULTON BREAKEFIELD BROENNIMAN LLC filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does FULTON BREAKEFIELD BROENNIMAN LLC have under management?
Per FULTON BREAKEFIELD BROENNIMAN LLC's most recent SEC Form 13F filing dated Feb 15, 2023, total assets under management are $1.13B. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has FULTON BREAKEFIELD BROENNIMAN LLC submitted?
FilingIQ has indexed 1 quarterly Form 13F filings from FULTON BREAKEFIELD BROENNIMAN LLC. Filings are due 45 days after quarter-end.
Where does FULTON BREAKEFIELD BROENNIMAN LLC's holdings data come from?
Every position shown on this page sources back to FULTON BREAKEFIELD BROENNIMAN LLC's public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.