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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 54 of 70  ·  1,393 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 PXF INVESCO EXCH TRADED FD TR II RAFI DVLPD MRKTS 191.0 $13K +2.0 +1.1% $69.83 +11.5%
1062 RIG TRANSOCEAN LTD REGISTERED SHS Energy 2,000.0 $13K $6.63 -19.9%
1063 QLYS QUALYS INC COM Technology 149.0 $13K +11.0 +8.0% $87.85 +26.7%
1064 EFV ISHARES TR EAFE VALUE ETF 176.0 $13K -19K -99.1% $74.35 +3.1%
1065 VTRS VIATRIS INC COM Healthcare 968.0 $13K -32.0 -3.2% $13.51 +13.7%
1066 PMO PUTNAM MUN OPPORTUNITIES TR SH BEN INT Financial Services 1,266.0 $13K NEW $10.30 +3.6%
1067 CQP CHENIERE ENERGY PARTNERS L P COM UNIT Energy 200.0 $13K $64.63 -10.2%
1068 CORZ CORE SCIENTIFIC INC NEW COM Technology 850.0 $13K $14.96 +94.9%
1069 TIGR UP FINTECH HLDG LTD SPONSORED ADS Financial Services 2,000.0 $13K $6.30 -25.2%
1070 RHI ROBERT HALF INC. COM Industrials 487.0 $12K $25.40 +24.4%
1071 GSM FERROGLOBE PLC SHS Basic Materials 3,000.0 $12K $4.12 -5.1%
1072 PBR PETROLEO BRASILEIRO S A SPONSORED ADR Energy 591.0 $12K +13.0 +2.2% $20.73 -19.2%
1073 HMC HONDA MOTOR CO LTD ADR ECH CNV IN 3 Consumer Cyclical 500.0 $12K -7.0 -1.4% $24.31 +8.0%
1074 KTF DWS MUN INCOME TR COM Financial Services 1,334.0 $12K NEW $9.10 +1.0%
1075 VRIG INVESCO ACTIVELY MANAGED EXC VAR RATE INVT 481.0 $12K +422.0 +715.2% $25.01 +0.5%
1076 EIG EMPLOYERS HLDGS INC COM Financial Services 292.0 $12K NEW $41.14 +13.1%
1077 COLL COLLEGIUM PHARMACEUTICAL INC COM Healthcare 362.0 $12K +40.0 +12.4% $33.07 +1.4%
1078 TMFC RBB FD INC MOTLEY FOL ETF 181.0 $12K $65.96 +15.9%
1079 CAE CAE INC COM Industrials 456.0 $12K $26.05 -3.8%
1080 LNC LINCOLN NATL CORP IND COM Financial Services 334.0 $12K -4K -92.8% $35.50 +4.7%
Page 54 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%