Arkolith/Funds/Fayez Sarofim & Co

Fayez Sarofim & Co

CIK 937729Asset manager
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Inactive

Fayez Sarofim & Co holds a focused book of 294 stocks worth $39.1B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Versant Media Group Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 9% of the equity book.

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Use Arkolith to show FAYEZ SAROFIM & CO's latest
holdings, largest changes, and filing provenance.
Opened
7
new positions
Added to
61
existing
Trimmed
122
reduced
Sold out
10
exited

Concentration

Top-heavy: focused book

Top 5 holdings
31%
Top 10 holdings
48%
Top 20 holdings
67%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Information Technology
39%
Financials
18%
Consumer Discretionary
9%
Consumer Staples
9%
Energy
8%
Health Care
8%
Industrials
5%
Utilities
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

294 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
Common Stock
$3.5B13.88M
9.0%
−3.6%
Reduced · −519K sh
2Microsoft Corp
Common Stock
$2.8B7.70M
7.3%
+0.3%
Added · +26K sh
3Alphabet Inc-CL C
Common Stock
$2.2B7.79M
5.7%
−0.1%
Reduced · −8K sh
4Philip Morris International
Common Stock
$1.8B10.77M
4.6%
−0.7%
Reduced · −76K sh
5Nvidia Corp
Common Stock
$1.7B9.82M
4.4%
+8.9%
Added · +805K sh
6Amazon.com Inc
Common Stock
$1.7B8.08M
4.3%
−0.6%
Reduced · −50K sh
7Exxon Mobil Corp
Common Stock
$1.4B8.04M
3.5%
−2.6%
Reduced · −216K sh
8Chevron Corp
Common Stock
$1.3B6.17M
3.3%
−2.3%
Reduced · −144K sh
9Meta Platforms Inc
Common Stock
$1.2B2.14M
3.1%
+3.9%
Added · +81K sh
10Coca-Cola Co
Common Stock
$1.2B15.16M
2.9%
−2.7%
Reduced · −426K sh
11JPMorgan Chase & Co
Common Stock
$920.5M3.13M
2.4%
−1.5%
Reduced · −48K sh
12Visa Inc-Class A Shares
Common Stock
$902.9M2.99M
2.3%
+1.2%
Added · +35K sh
13ASML Holding NV-NY Reg SHS
American Depository Receipt
$877.6M664.5K
2.2%
−1.2%
Reduced · −8K sh
14Taiwan Semiconductor-SP ADR
American Depository Receipt
$861.0M2.55M
2.2%
+3.1%
Added · +77K sh
15McDonald's Corp
Common Stock
$840.5M2.70M
2.2%
−0.9%
Reduced · −24K sh
16Texas Instruments Inc
Common Stock
$671.9M3.46M
1.7%
−4.4%
Reduced · −159K sh
17S&P Global Inc
Common Stock
$649.6M1.53M
1.7%
+1.0%
Added · +16K sh
18Enterprise Products Partners
Partnership Shares
$613.0M16.20M
1.6%
−3.4%
Reduced · −570K sh
19BlackRock Inc
Common Stock
$612.3M636.7K
1.6%
+2.1%
Added · +13K sh
20Mastercard Inc - A
Common Stock
$601.9M1.20M
1.5%
+1.8%
Added · +21K sh
21Abbvie Inc
Common Stock
$599.5M2.76M
1.5%
+6.7%
Added · +172K sh
22Intuitive Surgical Inc
Common Stock
$558.9M1.21M
1.4%
+3.4%
Added · +40K sh
23Eaton Corp PLC
Common Stock
$534.4M1.49M
1.4%
+6.2%
Added · +87K sh
24Progressive Corp
Common Stock
$488.5M2.46M
1.2%
−0.1%
Reduced · −2K sh
25Intuit Inc
Common Stock
$457.3M1.06M
1.2%
−0.3%
Reduced · −3K sh
26Abbott Laboratories
Common Stock
$439.6M4.28M
1.1%
−4.4%
Reduced · −198K sh
27Unitedhealth Group Inc
Common Stock
$434.0M1.60M
1.1%
+3.2%
Added · +50K sh
28Procter & Gamble Co
Common Stock
$415.6M2.88M
1.1%
−5.6%
Reduced · −170K sh
29T Rowe Price Group Inc
Common Stock
$399.8M4.44M
1.0%
−6.3%
Reduced · −301K sh
30Eli Lilly & Co
Common Stock
$389.2M423.2K
1.0%
−0.3%
Reduced · −1K sh
31Blackstone Inc
Common Stock
$365.7M3.18M
0.9%
+84%
Added · +1.4M sh
32Canadian Pacific Kansas City
Common Stock
$363.5M4.62M
0.9%
−0.3%
Reduced · −15K sh
33Cme Group Inc
Common Stock
$360.9M1.22M
0.9%
−2.3%
Reduced · −28K sh
34Chubb Ltd
Common Stock
$348.4M1.07M
0.9%
−0.2%
Reduced · −2K sh
35Berkshire Hathaway Inc-CL B
Common Stock
$328.0M684.4K
0.8%
−0.9%
Reduced · −6K sh
36Intercontinental Exchange Inc
Common Stock
$305.5M1.94M
0.8%
−4.3%
Reduced · −88K sh
37Altria Group Inc
Common Stock
$290.0M4.39M
0.7%
−1.5%
Reduced · −69K sh
38Marriott International -CL A
Common Stock
$281.2M859.8K
0.7%
−9.3%
Reduced · −88K sh
39Automatic Data Processing
Common Stock
$278.3M1.37M
0.7%
−0.1%
Reduced · −2K sh
40Morgan Stanley
Common Stock
$269.1M1.64M
0.7%
−2.0%
Reduced · −34K sh
41Berkshire Hathaway Inc-CL A
Common Stock
$262.1M365
0.7%
−0.8%
Reduced · −3 sh
42Deere & Co
Common Stock
$255.7M454.0K
0.7%
−1.0%
Reduced · −5K sh
43Eog Resources Inc
Common Stock
$249.9M1.73M
0.6%
−0.7%
Reduced · −12K sh
44Home Depot Inc
Common Stock
$249.9M759.9K
0.6%
+2.2%
Added · +17K sh
45Bank Of New York Mellon Corp
Common Stock
$222.3M1.87M
0.6%
−2.4%
Reduced · −46K sh
46Merck & Co. Inc.
Common Stock
$204.5M1.70M
0.5%
−2.3%
Reduced · −40K sh
47Sherwin-Williams Co
Common Stock
$201.7M629.2K
0.5%
−4.3%
Reduced · −28K sh
48Servicenow Inc
Common Stock
$198.0M1.89M
0.5%
+0.9%
Added · +17K sh
49Linde PLC
Common Stock
$196.0M395.3K
0.5%
−1.4%
Reduced · −6K sh
50Walmart Inc
Common Stock
$194.7M1.57M
0.5%
−1.5%
Reduced · −23K sh
Showing 50 of 294 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 2026536$39.1B13F-HR
Q4 2025Dec 31, 2025Feb 13, 2026551$41.7B13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025569$43.1B13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025577$41.7B13F-HR
Q1 2025Mar 31, 2025May 12, 2025583$40.2B13F-HR
Q4 2024Dec 31, 2024Feb 14, 2025582$41.1B13F-HR
Q3 2024Sep 30, 2024Nov 14, 2024534$39.3B13F-HR
Q2 2024Jun 30, 2024Aug 14, 2024526$37.1B13F-HR
Q1 2024Mar 31, 2024May 14, 2024521$33.6B13F-HR
Q4 2023Dec 31, 2023Feb 15, 2024517$32.7B13F-HR
Q3 2023Sep 30, 2023Nov 15, 2023517$29.6B13F-HR
Q2 2023Jun 30, 2023Aug 14, 2023619$28.6B13F-HR
Q1 2023Mar 31, 2023May 11, 2023662$28.6B13F-HR
Q4 2022Dec 31, 2022Feb 13, 2023638$27.1B13F-HR
Q3 2022Sep 30, 2022Nov 15, 2022644$25.3B13F-HR
Q2 2022Jun 30, 2022Aug 12, 2022669$27.4B13F-HR
Q1 2022Mar 31, 2022May 16, 2022705$31.6B13F-HR
Q4 2021Dec 31, 2021Feb 11, 2022730$33.4B13F-HR
Q3 2021Sep 30, 2021Nov 15, 2021699$30.2B13F-HR
Q2 2021Jun 30, 2021Aug 13, 2021705$29.8B13F-HR
Q1 2021Mar 31, 2021May 13, 2021668$27.2B13F-HR
Q4 2020Dec 31, 2020Feb 11, 2021643$26.0B13F-HR
Q3 2020Sep 30, 2020Nov 13, 2020638$23.3B13F-HR
Q2 2020Jun 30, 2020Aug 11, 2020637$21.7B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.