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Portfolio (Quarterly) Guide ↗

AMARILLO NATIONAL BANK

· CIK 0001053013
13F Portfolio $624M AUM 156 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 7 Added 12 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL Apple Computer Inc Technology 46,481.0 $13.4M 2.16% +2K +3.5% $289.36 +6.9%
2 NVDA Nvidia Corp Technology 58,060.0 $11.6M 1.86% +668.0 +1.2% $200.09 +7.3%
3 AMZN Amazon Com Inc Consumer Cyclical 25,739.0 $6.1M 0.98% +288.0 +1.1% $238.34 +8.5%
4 IWP iShares Russell Midcap Grwth 17,706.0 $2.6M 0.42% +336.0 +1.9% $146.41 -1.9%
5 IJH iShares S&P Midcap 400 27,845.0 $2.1M 0.34% +402.0 +1.5% $77.11 -0.4%
6 IEFA iShares Tr Core MSCI EAFE 6,632.0 $641K 0.10% +813.0 +14.0% $96.58 +4.4%
7 VUG Vanguard Growth ETF 3,336.0 $287K 0.05% +3K +405.4% $86.14 +1.6%

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
Financial Services 40.0%
Technology 27.7%
Consumer Defensive 8.5%
Communication Services 5.4%
Consumer Cyclical 4.9%
Industrials 4.4%
Utilities 4.0%
Healthcare 3.5%
Energy 1.1%
Real Estate 0.4%