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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 5 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MRVL Marvell Technology Group Technology 850.0 $253K 0.04% NEW $297.89 -20.4%
82 META Meta Platforms Inc. Communication Services 439.0 $247K 0.04% $563.29 -2.4%
83 LOW Lowe's Companies Consumer Cyclical 1,059.0 $233K 0.04% -165.0 -13.5% $220.49 -2.0%
84 T AT&T Inc Com Communication Services 11,276.0 $233K 0.04% $20.70 +22.3%
85 SBUX Starbucks Corp Consumer Cyclical 2,269.0 $232K 0.04% $102.19 +4.8%
86 AMD Advanced Micro Devices Inc Technology 398.0 $231K 0.04% NEW $580.91 -18.5%
87 XLK State Street Technology Select Sec SPDR ETF 1,172.0 $223K 0.04% NEW $190.52 -3.8%
88 IBM International Business Machs Technology 782.0 $220K 0.04% NEW $281.21 -16.2%
89 IJR iShares S&P Smallcap 600 1,480.0 $219K 0.04% NEW $148.31 -0.7%
90 COST Costco Whsl Corp New Com Consumer Defensive 231.0 $216K 0.04% $935.47 +1.3%
91 DFAC Dimensional ETF Trust US Core Equity 2 4,632.0 $205K 0.03% NEW $44.36 +2.8%
92 VO Vanguard Mid Cap ETF 2,540.0 $205K 0.03% NEW $80.57 +3.0%
93 ABT Abbott Laboratories Healthcare 2,253.0 $204K 0.03% $90.74 +28.5%
94 PM Philip Morris Intl Inc Consumer Defensive 1,130.0 $204K 0.03% NEW $180.91 +4.0%
95 FMNB Farmers National Banc Corp Financial Services 14,000.0 $204K 0.03% $14.60 +7.5%
96 ICE Intercontinental Exchange Group Financial Services 1,656.0 $204K 0.03% $123.11 +31.0%
97 QCOM Qualcomm Inc Technology 1,099.0 $203K 0.03% NEW $184.79 -13.0%
98 MFM Aberdeen Municipal Income Fund Financial Services 11,502.0 $65K 0.01% $5.62 -5.0%
Page 5 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%