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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 40 of 70  ·  1,393 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 FVD FIRST TR EXCHANGE-TRADED FD SHS 1,140.0 $54K 0.00% +489.0 +75.1% $47.04 +0.8%
782 CCK CROWN HLDGS INC COM Consumer Cyclical 534.0 $54K 0.00% +139.0 +35.2% $100.29 +1.2%
783 RNP COHEN & STEERS REIT & PFD & COM Financial Services 2,709.0 $54K 0.00% $19.76 +0.6%
784 TTWO TAKE-TWO INTERACTIVE SOFTWAR COM Communication Services 271.0 $54K 0.00% +8.0 +3.0% $197.50 +21.2%
785 WIT WIPRO LTD SPON ADR 1 SH Technology 25,192.0 $53K 0.00% $2.12 +12.7%
786 CRC CALIFORNIA RES CORP COM STOCK Energy 770.0 $53K 0.00% +766.0 +10000.0% $69.22 -20.1%
787 IGRO ISHARES TR INTL DIV GRWTH 631.0 $53K 0.00% $83.76 +4.8%
788 EXC EXELON CORP COM Utilities 1,078.0 $53K 0.00% -415.0 -27.8% $49.01 -6.5%
789 NVG NUVEEN AMT FREE MUN CR INC F COM Financial Services 4,270.0 $53K 0.00% NEW $12.33 +2.8%
790 CRS CARPENTER TECHNOLOGY CORP COM Industrials 132.0 $52K 0.00% -2K -92.7% $395.05 +48.5%
791 EPR EPR PPTYS COM SH BEN INT Real Estate 1,030.0 $51K 0.00% +215.0 +26.4% $49.98 +15.1%
792 CSGP COSTAR GROUP INC COM Real Estate 1,276.0 $51K 0.00% +1K +440.7% $40.34 -25.3%
793 DASH DOORDASH INC CL A Communication Services 342.0 $51K 0.00% +52.0 +17.9% $150.15 +15.5%
794 CRH PLC ORD 488.0 $51K 0.00% -299.0 -38.0% $105.21
795 SSRM SSR MINING IN COM Basic Materials 1,724.0 $51K 0.00% -2K -58.0% $29.40 +5.3%
796 FAD FIRST TR EXCHANGE-TRADED ALP COM SHS 317.0 $50K 0.00% -42.0 -11.7% $158.96 +23.0%
797 TEAM ATLASSIAN CORPORATION CL A Technology 730.0 $50K 0.00% -32K -97.8% $68.25 +21.2%
798 PAHC PHIBRO ANIMAL HEALTH CORP CL A COM Healthcare 900.0 $50K 0.00% +125.0 +16.1% $55.33 -42.4%
799 LH LABCORP HOLDINGS INC COM SHS Healthcare 186.0 $50K 0.00% +10.0 +5.7% $266.67 -4.1%
800 EVR EVERCORE INC CLASS A Financial Services 166.0 $50K 0.00% +39.0 +30.7% $298.72 +24.4%
Page 40 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%