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Portfolio (Quarterly) Guide ↗

Cullen/Frost Bankers, Inc.

· CIK 0000039263
13F Portfolio $9.1B AUM Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1460 New
Page 58 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 — BLACKROCK TECH AND PRIVATE E SHS BEN INT — 1,250.0 $8K — NEW — $6.59 —
1142 RACE FERRARI N V COM Consumer Cyclical 22.0 $8K — NEW — $369.91 +7.6%
1143 LGOV FIRST TR EXCHANGE-TRADED FD LNG DUR OPRTUN — 368.0 $8K — NEW — $21.80 -9.6%
1144 PKST PEAKSTONE REALTY TRUST COMMON SHARES Real Estate 557.0 $8K — NEW — $14.34 +46.4%
1145 BLV VANGUARD BD INDEX FDS LONG TERM BOND — 114.0 $8K — NEW — $69.52 -9.1%
1146 LMBS FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT — 158.0 $8K — NEW — $50.06 -3.0%
1147 KOF COCA-COLA FEMSA SAB DE CV SPONS ADS REP Consumer Defensive 82.0 $8K — NEW — $94.94 +14.6%
1148 PVH PVH CORPORATION COM Consumer Cyclical 113.0 $8K — NEW — $67.02 +13.0%
1149 BIIB BIOGEN INC COM Healthcare 43.0 $8K — NEW — $176.00 +29.9%
1150 WKC WORLD KINECT CORPORATION COM Energy 322.0 $8K — NEW — $23.43 +50.3%
1151 — TEGNA INC COM — 384.0 $7K — NEW — $19.41 —
1152 SCHM SCHWAB STRATEGIC TR US MID-CAP ETF — 243.0 $7K — NEW — $30.12 +13.7%
1153 MOO VANECK ETF TRUST AGRIBUSINESS ETF — 100.0 $7K — NEW — $72.79 +14.1%
1154 COUR COURSERA INC COM Consumer Defensive 958.0 $7K — NEW — $7.36 -37.0%
1155 MSTR STRATEGY INC CL A NEW Technology 46.0 $7K — NEW — $151.96 +3.4%
1156 SPRO SPERO THERAPEUTICS INC COM Healthcare 3,000.0 $7K — NEW — $2.33 -48.9%
1157 MTD METTLER TOLEDO INTERNATIONAL COM Healthcare 5.0 $7K — NEW — $1394.20 +10.8%
1158 COCO VITA COCO CO INC COM Consumer Defensive 130.0 $7K — NEW — $53.01 +8.8%
1159 PBR PETROLEO BRASILEIRO SA PETRO SPONSORED ADR Energy 578.0 $7K — NEW — $11.85 +74.3%
1160 IJT ISHARES TR S&P SML 600 GWT — 48.0 $7K — NEW — $141.17 +14.6%
Page 58 of 73  ·  1,460 positions

① 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 34.5%
Financial Services 16.2%
Healthcare 10.9%
Consumer Cyclical 10.3%
Communication Services 8.7%
Industrials 6.3%
Consumer Defensive 5.7%
Energy 3.5%
Utilities 1.7%
Basic Materials 1.4%