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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 4 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CAMT CAMTEK LTD ORD Technology 100.0 $15K NEW $151.61 +28.7%
62 MCB METROPOLITAN BK HLDG CORP COM Financial Services 178.0 $15K NEW $83.29 +11.8%
63 DYNF BLACKROCK ETF TRUST ISHARES US EQUIT 252.0 $15K NEW $58.11 +16.5%
64 PMO PUTNAM MUN OPPORTUNITIES TR SH BEN INT Financial Services 1,266.0 $13K NEW $10.30 +3.6%
65 KTF DWS MUN INCOME TR COM Financial Services 1,334.0 $12K NEW $9.10 +1.0%
66 EIG EMPLOYERS HLDGS INC COM Financial Services 292.0 $12K NEW $41.14 +13.1%
67 LRGE LEGG MASON ETF INVT CLEARBRIDGE LRG 155.0 $12K NEW $75.20 +13.9%
68 KCE SPDR SERIES TRUST STATE STREET SPD 82.0 $11K NEW $138.23 +12.0%
69 REPL REPLIMUNE GROUP INC COM Healthcare 1,422.0 $11K NEW $7.65 +33.2%
70 PACS PACS GROUP INC COM SHS Financial Services 336.0 $11K NEW $32.12 +13.9%
71 SNDA SONIDA SENIOR LIVING INC COM Healthcare 311.0 $10K NEW $32.25 +11.5%
72 ALGT ALLEGIANT TRAVEL CO COM Industrials 123.0 $10K NEW $81.04 +24.3%
73 TBUX T ROWE PRICE ETF INC ULTRA SHRT TRM 200.0 $10K NEW $49.75 +0.3%
74 VGM INVESCO TR INVT GRADE MUNS COM Financial Services 1,000.0 $10K NEW $9.87 +5.6%
75 JHSC JOHN HANCOCK EXCHANGE TRADED MULTIFACTR SML 230.0 $10K NEW $42.89 +11.7%
76 XSD SPDR SERIES TRUST STATE STREET SPD 30.0 $10K NEW $326.30 +95.0%
77 SKILLSOFT CORP CL A 2,211.0 $9K NEW $4.29
78 CALF PACER FDS TR US SMALL CAP CAS 210.0 $9K NEW $44.87 +9.6%
79 CAIE CALAMOS ETF TR AUTOCALLABLE INC 370.0 $9K NEW $25.14 +8.2%
80 FXR FIRST TR EXCHANGE-TRADED FD INDLS PROD DUR 111.0 $9K NEW $81.70 +8.5%
Page 4 of 7  ·  136 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%