Ownership history in SFMG, LLC Β· 23 quarters on record
This page tracks every 13F SEC filing in which SFMG, LLC reported a position in RAYTHEON TECHNOLOGIES CORP (RTX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π SFMG, LLC outperformed the S&P 500 by +8.8% annually on this RTX position. Timing score: 55% (12/22 decisions correct). Average cost basis: $76.76. Maximum drawdown during holding period: β27.3%.
π₯ Exceptional β beat the S&P 500 by 8.8% per year on this position.
22 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
12 of 22 add/trim decisions correct
Best entry: $50.76 (2020 Q3) Β· Worst: $166.12 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
18 adds Β· 5 trims. Bought during 5 of 6 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.87% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size