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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
Page 2 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOG Alphabet Inc Cap Stk CL C Cap 15,169.0 $5.4M 0.86% $353.33
22 ATO Atmos Energy Corporation Utilities 28,567.0 $4.9M 0.79% $172.27 -3.1%
23 CAT Caterpillar Inc Industrials 4,076.0 $4.3M 0.70% $1064.90 -22.3%
24 PB Prosperity Bancshares Inc Financial Services 56,012.0 $4.1M 0.66% $73.03 -0.4%
25 IWS iShares Russell Midcap Value 22,592.0 $3.7M 0.60% $164.60 +4.5%
26 Exxon Hldgs Corp Com 26,910.0 $3.7M 0.59% NEW $136.72
27 XLI State Street Industrial Select Sec SPDR EFT 19,333.0 $3.6M 0.57% $185.23 -2.7%
28 CATH Global X Fds 33,419.0 $3.0M 0.47% $88.50 +2.9%
29 DFUS Dimensional U.S. Equity Market ETF 34,028.0 $2.8M 0.45% $81.94 +2.1%
30 IWP iShares Russell Midcap Grwth 17,706.0 $2.6M 0.42% +336.0 +1.9% $146.41 -1.9%
31 V Visa Inc Class A Financial Services 6,913.0 $2.4M 0.38% $343.09 +8.1%
32 HOMB Home Bancshares Inc Com Financial Services 77,520.0 $2.2M 0.35% -7K -7.8% $28.55 +6.0%
33 IJH iShares S&P Midcap 400 27,845.0 $2.1M 0.34% +402.0 +1.5% $77.11 -0.4%
34 ORCL Oracle Systems Technology 14,365.0 $2.1M 0.34% $146.55 -0.1%
35 LLY Eli Lilly Company Healthcare 1,676.0 $2.0M 0.32% $1199.43 +4.6%
36 Berkshire Hathaway Inc-CL B 3,059.0 $1.5M 0.24% $500.39
37 AXP American Express Co Financial Services 4,267.0 $1.4M 0.23% $338.25 -0.7%
38 MA Mastercard Inc Class A Financial Services 2,631.0 $1.4M 0.22% $513.60 +13.1%
39 DE Deere & Co - Common Industrials 1,941.0 $1.2M 0.20% $634.33 +2.1%
40 DFUV Dimensional ETF Trust US Mktwide Value 19,084.0 $1.0M 0.17% $55.01 +4.4%
Page 2 of 5  ·  98 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 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%