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Portfolio (Quarterly) Guide ↗

AMARILLO NATIONAL BANK

· CIK 0001053013
13F Portfolio $566.2B AUM 143 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 29 Added 11 Reduced 3 Exited
Page 2 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ATO Atmos Energy Corporation Utilities 28,641.0 $5.3M 0.93% $184.72 -3.4%
22 XOM Exxon Mobil Corp Com Energy 27,139.0 $4.6M 0.81% +972.0 +3.7% $169.66 -6.9%
23 GOOG Alphabet Inc Cap Stk CL C Cap Communication Services 15,235.0 $4.4M 0.77% $286.86 +37.1%
24 PB Prosperity Bancshares Inc Financial Services 56,012.0 $3.8M 0.67% $67.18 -1.0%
25 IWS iShares Russell Midcap Value 22,592.0 $3.3M 0.58% $145.74 +6.7%
26 XLI State Street Industrial Select Sec SPDR EFT 19,333.0 $3.1M 0.55% $161.73 +5.6%
27 CAT Caterpillar Inc Industrials 4,076.0 $2.9M 0.51% +245.0 +6.4% $708.46 +21.9%
28 CATH Global X Fds 33,419.0 $2.6M 0.46% $78.15 +13.2%
29 DFUS Dimensional U.S. Equity Market ETF 34,028.0 $2.4M 0.43% $70.91 +13.1%
30 HOMB Home Bancshares Inc Com Financial Services 84,030.0 $2.3M 0.40% $26.93 -4.6%
31 IWP iShares Russell Midcap Grwth 17,370.0 $2.2M 0.39% $128.12 +6.2%
32 ORCL Oracle Systems Technology 14,365.0 $2.1M 0.37% -1K -7.3% $147.11 +31.2%
33 V Visa Inc Class A Financial Services 6,913.0 $2.1M 0.37% -325.0 -4.5% $302.24 +7.8%
34 IJH iShares S&P Midcap 400 27,443.0 $1.9M 0.33% +3K +11.8% $67.53 +6.8%
35 LLY Eli Lilly Company Healthcare 1,676.0 $1.5M 0.27% +432.0 +34.7% $919.77 +9.5%
36 Berkshire Hathaway Inc-CL B 3,059.0 $1.5M 0.26% $479.20
37 MA Mastercard Inc Class A Financial Services 2,631.0 $1.3M 0.23% $499.66 -1.1%
38 AXP American Express Co Financial Services 4,267.0 $1.3M 0.23% +219.0 +5.4% $302.48 +3.2%
39 DE Deere & Co - Common Industrials 1,941.0 $1.1M 0.19% $563.30 -0.3%
40 CVX Chevron Corp Energy 4,716.0 $976K 0.17% -155.0 -3.2% $206.90 -7.6%
Page 2 of 5  ·  91 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 37.0%
Technology 24.2%
Consumer Defensive 9.4%
Communication Services 7.9%
Energy 4.7%
Utilities 4.6%
Consumer Cyclical 4.5%
Industrials 3.9%
Healthcare 3.3%
Real Estate 0.5%