TCTC Holdings, LLC — 13F Holdings & Portfolio

CIK 1483870 · latest 13F-HR filed 2026-08-11

TCTC Holdings, LLC manages $3.81B in 13F-reported U.S. long-equity assets across 348 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DINO (22.22%), JPM (2.71%), IBM (2.45%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 22 new positions, exited 2, added to 128, and trimmed 39.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
3838 OAK LAWN AVENUE
SUITE 1650
DALLAS, TX 75219
Phone
(214) 468-0104
Filing Manager
TCTC Holdings, LLC
DALLAS, TX
Signatory
Sarah Heimbach Wood
Chief Compliance Officer
Loading holdings…
AUM

$3.81B

Long-equity book

Holdings

348

Distinct positions

Period

2026-06-30

Filed 2026-08-11

Q/Q Activity

+22 / −2 / ↑128 / ↓39

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • HF SINCLAIR CORP$89.5M +11.6%
  • ALPHABET INC$17.4M +22.2%
  • QUALCOMM INC$14.6M +42.7%
  • CISCO SYS INC$13.9M +50.3%
  • INTERNATIONAL BUSINESS MACHS$13.8M +16.1%
Show all 128 →

Top Trims

  • INTEL CORP-$8.7M -41.2%
  • CONOCOPHILLIPS-$6.8M -21.9%
  • OCCIDENTAL PETE CORP-$6.2M -25.3%
  • SALESFORCE INC-$4.9M -21.4%
  • PFIZER INC-$4.9M -14.2%
Show all 39 →

New Positions

  • ISHARES TR$885.6K
  • ISHARES TR$444.0K
  • KLA CORP$356.4K
  • CATERPILLAR INC$333.3K
  • SEAGATE TECHNOLOGY HLDNGS PL$287.6K
Show all 22 →

Exited Positions

  • BP PLC$220.9K
  • BECTON DICKINSON & CO$206.1K
Show all 2 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 HF SINCLAIR CORP DINO 403949100 $846.1M 22.22% 12,148,079 SH
2 JPMORGAN CHASE & CO JPM 46625H100 $103.3M 2.71% 315,578 SH
3 INTERNATIONAL BUSINESS MACHS IBM 459200101 $93.4M 2.45% 332,022 SH
4 MICROSOFT CORP MSFT 594918104 $90.3M 2.37% 242,198 SH
5 AFLAC INC AFL 001055102 $86.3M 2.27% 736,400 SH
6 WASTE MGMT INC DEL WM 94106L109 $85.9M 2.26% 385,410 SH
7 APPLE INC AAPL 037833100 $76.0M 2.00% 262,762 SH
8 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $73.5M 1.93% 146,980 SH
9 CHUBB LIMITED CB H1467J104 $67.1M 1.76% 196,801 SH
10 LINDE PLC LIN G54950103 $55.7M 1.46% 107,371 SH
11 ALPHABET INC GOOG 02079K107 $53.4M 1.40% 151,116 SH
12 NOVARTIS AG NVS 66987V109 $51.0M 1.34% 325,104 SH
13 RENAISSANCERE HLDGS LTD RNR G7496G103 $47.5M 1.25% 150,000 SH
14 BANK OF AMER CORP BAC 060505104 $45.4M 1.19% 797,132 SH
15 UBER TECHNOLOGIES INC UBER 90353T100 $44.7M 1.17% 619,712 SH
16 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $43.4M 1.14% 86,822 SH
17 WILLIAMS COS INC WMB 969457100 $42.4M 1.11% 569,950 SH
18 ALPHABET INC GOOG 02079K107 $42.2M 1.11% 119,313 SH
19 AON PLC AON G0403H108 $39.8M 1.05% 120,000 SH
20 AMAZON COM INC AMZN 023135106 $39.5M 1.04% 165,900 SH
21 MICROSOFT CORP MSFT 594918104 $37.9M 0.99% 101,558 SH
22 ISHARES TR IWM 464287655 $37.6M 0.99% 125,282 SH
23 CISCO SYS INC CSCO 17275R102 $35.8M 0.94% 305,075 SH
24 FREEPORT MCMORAN INC FCX 35671D857 $34.4M 0.90% 546,250 SH
25 CVS HEALTH CORP CVS 126650100 $32.6M 0.86% 315,199 SH
26 QUALCOMM INC QCOM 747525103 $30.1M 0.79% 162,995 SH
27 ABBVIE INC ABBV 00287Y109 $29.0M 0.76% 115,114 SH
28 PHILIP MORRIS INTL INC PM 718172109 $28.2M 0.74% 155,849 SH
29 OLD REP INTL CORP ORI 680223104 $27.0M 0.71% 660,828 SH
30 UNITEDHEALTH GROUP INC UNH 91324P102 $25.9M 0.68% 62,393 SH
31 CULLEN FROST BANKERS INC CFR 229899109 $25.4M 0.67% 164,450 SH
32 PFIZER INC PFE 717081103 $24.3M 0.64% 1,010,746 SH
33 ALTRIA GROUP INC MO 02209S103 $24.2M 0.64% 336,500 SH
34 JPMORGAN CHASE & CO JPM 46625H100 $23.8M 0.62% 72,617 SH
35 WILLIAMS COS INC WMB 969457100 $23.5M 0.62% 315,996 SH
36 PHILLIPS 66 PSX 718546104 $22.9M 0.60% 135,713 SH
37 WALMART INC WMT 931142103 $22.8M 0.60% 200,951 SH
38 ISHARES TR IWM 464287655 $22.1M 0.58% 73,674 SH
39 EVEREST GROUP LTD EG G3223R108 $21.7M 0.57% 60,800 SH
40 MARATHON PETE CORP MPC 56585A102 $21.2M 0.56% 82,790 SH
41 PEPSICO INC PEP 713448108 $20.6M 0.54% 151,847 SH
42 QUALCOMM INC QCOM 747525103 $18.7M 0.49% 101,376 SH
43 ARCOSA INC ACA 039653100 $18.5M 0.49% 127,211 SH
44 GE AEROSPACE GE 369604301 $18.3M 0.48% 48,834 SH
45 BRISTOL-MYERS SQUIBB CO BMY 110122108 $18.2M 0.48% 315,565 SH
46 ALPHABET INC GOOGL 02079K305 $18.0M 0.47% 50,281 SH
47 UBER TECHNOLOGIES INC UBER 90353T100 $17.8M 0.47% 247,180 SH
48 ANALOG DEVICES INC ADI 032654105 $17.4M 0.46% 43,919 SH
49 CONOCOPHILLIPS COP 20825C104 $17.4M 0.46% 167,200 SH
50 NEXTERA ENERGY INC NEE 65339F101 $17.3M 0.45% 196,875 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-11 $3.81B 348 0001483870-26-000003
2026-03-31 2026-05-07 $3.51B 325 0001483870-26-000002
2025-12-31 2026-02-12 $3.35B 766 0001483870-26-000001