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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 12 of 70  ·  1,393 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CGMU CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOME 164,456.0 $4.5M 0.05% +56K +51.2% $27.15 +1.1%
222 TSCO TRACTOR SUPPLY CO COM Consumer Cyclical 98,388.0 $4.5M 0.05% $45.30 -33.2%
223 CGCB CAPITAL GRP FIXED INCM ETF T CORE BOND ETF 164,400.0 $4.3M 0.05% +14K +9.6% $26.26 -0.1%
224 RDDT REDDIT INC CL A Communication Services 31,827.0 $4.3M 0.05% -3K -9.4% $134.65 +29.9%
225 NEE NEXTERA ENERGY INC COM Utilities 45,989.0 $4.3M 0.05% -2K -4.8% $92.88 -6.6%
226 IJR ISHARES TR CORE S&P SCP ETF 34,010.0 $4.2M 0.05% +2K +5.3% $124.31 +15.2%
227 CFR CULLEN FROST BANKERS INC COM Financial Services 30,606.0 $4.2M 0.05% -12K -28.8% $137.08 +6.3%
228 CGHM CAPITAL GRP FIXED INCM ETF T MUNICIPAL HIGH I 164,570.0 $4.2M 0.05% +70K +74.5% $25.32 +2.1%
229 CGCP CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM 170,136.0 $3.8M 0.04% +9K +5.8% $22.34 +0.0%
230 GSK GSK PLC SPONSORED ADR Healthcare 66,530.0 $3.7M 0.04% -278K -80.7% $55.19 -8.2%
231 SLB SLB LIMITED COM STK Energy 71,307.0 $3.7M 0.04% +51K +256.2% $51.39 -6.4%
232 ALNY ALNYLAM PHARMACEUTICALS INC COM Healthcare 10,999.0 $3.6M 0.04% $330.87 -16.0%
233 CGMM CAPITAL GROUP EQUITY ETF TR US SMALL AND MID 121,501.0 $3.6M 0.04% +23K +23.9% $29.36 +9.9%
234 SHEL SHELL PLC SPON ADS Energy 37,752.0 $3.5M 0.04% -3K -7.6% $93.00 -15.3%
235 PSX PHILLIPS 66 COM Energy 18,779.0 $3.4M 0.04% -1K -6.6% $182.18 -8.8%
236 IVV ISHARES TR CORE S&P500 ETF 5,049.0 $3.3M 0.04% +350.0 +7.5% $653.22 +14.8%
237 INTC INTEL CORP COM Technology 74,235.0 $3.3M 0.04% +12K +19.9% $44.13 +203.6%
238 ZTS ZOETIS INC CL A Healthcare 27,533.0 $3.3M 0.04% -2K -8.0% $118.21 -33.4%
239 NSC NORFOLK SOUTHN CORP COM Industrials 11,284.0 $3.2M 0.04% -427.0 -3.6% $286.99 +4.6%
240 VYM VANGUARD WHITEHALL FDS HIGH DIV YLD 21,643.0 $3.2M 0.04% +365.0 +1.7% $148.10 +6.8%
Page 12 of 70  ·  1,393 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%