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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 4 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TXN Texas Instruments Technology 1,420.0 $423K 0.07% $298.07 -11.3%
62 UNH Unitedhealth Group Inc Healthcare 990.0 $411K 0.07% $415.63 -6.1%
63 DFAT Dimensional ETF Trust US Target Value 5,455.0 $381K 0.06% $69.90 +2.5%
64 OKE Oneok Inc Com New Energy 4,333.0 $377K 0.06% $86.94 +7.3%
65 PFE Pfizer Inc Healthcare 15,513.0 $374K 0.06% $24.08 +16.6%
66 CSCO Cisco Systems Inc Technology 3,101.0 $364K 0.06% $117.45 -5.5%
67 MRK Merck & Co Inc New Com Healthcare 2,803.0 $360K 0.06% -69.0 -2.4% $128.50 +18.7%
68 VTI Vanguard Index Total Stock Mkt ETF 962.0 $356K 0.06% $370.04 +2.2%
69 DLR Digital Rlty Tr Inc Real Estate 1,892.0 $340K 0.05% $179.58 +6.1%
70 ITW Illinois Tools Wks Inc Industrials 1,256.0 $340K 0.05% $270.47 +4.4%
71 VLO Valero Energy Corp Com Stk New Energy 1,250.0 $326K 0.05% $260.44 +34.0%
72 PG Procter & Gamble - Common Consumer Defensive 2,100.0 $308K 0.05% $146.64 -1.3%
73 VUG Vanguard Growth ETF 3,336.0 $287K 0.05% +3K +405.4% $86.14 +1.6%
74 HD Home Depot Inc Consumer Cyclical 801.0 $282K 0.04% $352.68 -4.8%
75 PLD Prologis Inc Com Real Estate 2,080.0 $282K 0.04% $135.47 +4.7%
76 RTX RTX Corporation Industrials 1,477.0 $280K 0.04% -100.0 -6.3% $189.73 +10.6%
77 DHR Danaher Corp DE Healthcare 1,390.0 $265K 0.04% $190.48 +14.9%
78 VIG Vanguard Dividend Appreciation Index Fund 1,090.0 $258K 0.04% -415.0 -27.6% $236.62 +3.1%
79 WDC Western Digital Corp Technology 401.0 $256K 0.04% NEW $638.72 -28.1%
80 GLW Corning Inc Technology 1,000.0 $255K 0.04% NEW $255.43 -41.4%
Page 4 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%