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Portfolio (Quarterly) Guide ↗

Cullen/Frost Bankers, Inc.

· CIK 0000039263
13F Portfolio $8.8B AUM 1,393 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 136 New 549 Added 439 Reduced 192 Exited
Page 28 of 28  ·  549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 IX ORIX CORP SPONSORED ADR Financial Services 93.0 $3K +68.0 +272.0% $29.99 +33.9%
542 EWY ISHARES INC MSCI STH KOR ETF 21.0 $3K +5.0 +31.2% $121.33 +80.7%
543 DEI DOUGLAS EMMETT INC COM Real Estate 270.0 $3K +4.0 +1.5% $9.43 +24.2%
544 REXR REXFORD INDL RLTY INC COM Real Estate 75.0 $2K +21.0 +38.9% $32.63 +1.5%
545 FLUTTER ENTMT PLC SHS 16.0 $2K +15.0 +1500.0% $101.94
546 FALN ISHARES TR FALN ANGLS USD 57.0 $2K +1.0 +1.8% $26.68 +1.9%
547 ADM ARCHER DANIELS MIDLAND CO COM Consumer Defensive 20.0 $1K +18.0 +900.0% $72.70 +3.3%
548 QURE UNIQURE NV SHS Healthcare 61.0 $997.0 +27.0 +79.4% $16.34 +183.2%
549 RIOT RIOT PLATFORMS INC COM Financial Services 64.0 $791.0 +49.0 +326.7% $12.36 +127.4%
Page 28 of 28  ·  549 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.6%
Financial Services 14.8%
Healthcare 10.5%
Communication Services 10.5%
Consumer Cyclical 9.9%
Industrials 6.8%
Consumer Defensive 6.2%
Energy 4.9%
Utilities 1.9%
Basic Materials 1.6%