SEC Form 13F

PENN DAVIS MCFARLAND INC 13F Holdings

Report period2026-06-30
Publicly available2026-07-16
Reported value$1,122,642,843
Positions79

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ALPHABET, INC. CL C (GOOGLE C)GOOGCommon Stocks$151,363,003428,390
NVIDIA CORPNVDACommon Stocks$93,239,539465,988
UNITEDHEALTH GROUP, INC.UNHCommon Stocks$56,633,328136,259
ROIVANT SCIENCES LTD.ROIVCommon Stocks$55,922,9591,580,191
KINDER MORGAN, INC.KMICommon Stocks$53,503,1381,673,542
APPLE, INC.AAPLCommon Stocks$50,783,043175,501
ENTERPRISE PRODUCTS PRTNSEPDCommon Stocks$43,229,5391,175,994
ACCENTURE PLCACNCommon Stocks$39,919,481320,793
ANHEUSER-BUSCH INBEV SA/NVBUDCommon Stocks$39,835,374483,439
SHELL PLCSHELCommon Stocks$37,961,646489,575

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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