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Portfolio (Quarterly) Guide ↗

AMARILLO NATIONAL BANK

· CIK 0001053013
13F Portfolio $566M AUM 143 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 29 Added 11 Reduced
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ADI Analog Devices Inc Technology 1,723.0 $548K 0.10% +173.0 +11.2% $318.14 +17.3%
22 KO Coca-Cola Company - Common Consumer Defensive 5,220.0 $397K 0.07% +600.0 +13.0% $76.05 +19.8%
23 AVGO Broadcom Inc Com Technology 1,178.0 $365K 0.06% +166.0 +16.4% $309.51 +19.0%
24 DLR Digital Rlty Tr Inc Real Estate 1,892.0 $341K 0.06% +225.0 +13.5% $180.21 +5.8%
25 T AT&T Inc Com Communication Services 11,276.0 $327K 0.06% +3K +38.8% $28.99 -12.7%
26 VIG Vanguard Dividend Appreciation Index Fund 1,505.0 $324K 0.06% +415.0 +38.1% $215.06 +13.4%
27 TXN Texas Instruments Technology 1,420.0 $276K 0.05% +40.0 +2.9% $194.14 +36.2%
28 UNH Unitedhealth Group Inc Healthcare 990.0 $268K 0.05% +100.0 +11.2% $270.59 +44.2%
29 HD Home Depot Inc Consumer Cyclical 801.0 $263K 0.05% +147.0 +22.5% $328.89 +2.0%
Page 2 of 2  ·  29 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
Financial Services 38.3%
Technology 25.0%
Consumer Defensive 9.7%
Communication Services 4.8%
Utilities 4.8%
Energy 4.8%
Consumer Cyclical 4.7%
Industrials 4.0%
Healthcare 3.4%
Real Estate 0.5%