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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 IVW iShares S&P 500 Growth ETF 292,223.0 $40.2M 6.44% -2K -0.6% $137.53 +0.9%
2 IWM iShares Russell 2000 ETF 74,408.0 $22.4M 3.58% -1K -1.9% $300.45 -0.2%
3 DVY iShares JD Select Dividend 53,355.0 $8.3M 1.34% -713.0 -1.3% $156.30 +5.0%
4 HOMB Home Bancshares Inc Com Financial Services 77,520.0 $2.2M 0.35% -7K -7.8% $28.55 +6.0%
5 AIVL WisdomTree U.S. Al Enhanced Value Fund 7,031.0 $922K 0.15% -175.0 -2.4% $131.13 +2.4%
6 JNJ Johnson & Johnson Healthcare 2,669.0 $678K 0.11% -120.0 -4.3% $253.97 +6.4%
7 IEF iShares Barclays 7-10 Year Treasury Bond Fund 6,770.0 $640K 0.10% -124.0 -1.8% $94.57 -1.9%
8 WFC Wells Fargo & Co New Com Stk Financial Services 6,664.0 $551K 0.09% -577.0 -8.0% $82.64 +1.5%
9 MRK Merck & Co Inc New Com Healthcare 2,803.0 $360K 0.06% -69.0 -2.4% $128.50 +18.7%
10 RTX RTX Corporation Industrials 1,477.0 $280K 0.04% -100.0 -6.3% $189.73 +10.6%
11 VIG Vanguard Dividend Appreciation Index Fund 1,090.0 $258K 0.04% -415.0 -27.6% $236.62 +3.1%
12 LOW Lowe's Companies Consumer Cyclical 1,059.0 $233K 0.04% -165.0 -13.5% $220.49 -2.0%

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%