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Portfolio (Quarterly) Guide ↗

MOODY NATIONAL BANK TRUST DIVISION

· CIK 0001092903
13F Portfolio $1.1B AUM 794 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 40 New 199 Added 167 Reduced 42 Exited
Page 2 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DFAE DIMENSIONAL ETF TRUST 115,319.0 $3.9M 0.37% +6K +5.4% $33.86 +19.2%
22 ABBV ABBVIE INC Healthcare 15,661.0 $3.4M 0.32% +113.0 +0.7% $217.49 -1.0%
23 MCD MCDONALDS CORP Consumer Cyclical 10,806.0 $3.4M 0.32% +143.0 +1.3% $310.79 -9.6%
24 KO COCA COLA CO Consumer Defensive 42,900.0 $3.3M 0.31% +721.0 +1.7% $76.05 +7.3%
25 TDI TOUCHSTONE ETF TRUST 78,913.0 $3.3M 0.31% +49K +159.9% $41.24 +8.7%
26 INDI INDIE SEMICONDUCTOR INC Technology 946,660.0 $3.0M 0.29% +144K +17.9% $3.22 +60.2%
27 NXT NEXTPOWER INC Technology 24,847.0 $3.0M 0.28% +5K +26.5% $120.55 +12.6%
28 MRCY MERCURY SYS INC Industrials 41,080.0 $3.0M 0.28% +11K +37.7% $72.91 +33.2%
29 AXON AXON ENTERPRISE INC Industrials 6,845.0 $2.9M 0.28% +973.0 +16.6% $424.69 -7.9%
30 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 8,411.0 $2.8M 0.27% +244.0 +3.0% $337.95 +25.1%
31 NOC NORTHROP GRUMMAN CORP Industrials 3,752.0 $2.6M 0.24% +37.0 +1.0% $682.24 -19.2%
32 MRK MERCK & CO INC Healthcare 21,191.0 $2.5M 0.24% +237.0 +1.1% $120.29 -0.0%
33 VGSH VANGUARD SCOTTSDALE FDS 43,219.0 $2.5M 0.24% +16K +59.7% $58.54 -0.4%
34 TTMI TTM TECHNOLOGIES INC Technology 25,457.0 $2.5M 0.24% +6K +28.5% $97.42 +95.7%
35 GS GOLDMAN SACHS GROUP INC Financial Services 2,878.0 $2.4M 0.23% +25.0 +0.9% $845.99 +17.8%
36 PEP PEPSICO INC Consumer Defensive 15,593.0 $2.4M 0.23% +159.0 +1.0% $155.29 -4.9%
37 PFE PFIZER INC Healthcare 84,148.0 $2.4M 0.23% +2K +2.5% $28.08 -6.7%
38 IPGP IPG PHOTONICS CORP Technology 20,268.0 $2.3M 0.22% +2K +13.4% $114.59 +2.1%
39 QXO QXO INC Industrials 108,750.0 $2.1M 0.20% +54K +98.8% $19.42 -10.4%
40 HON HONEYWELL INTL INC Industrials 8,998.0 $2.0M 0.19% +97.0 +1.1% $226.03 +2.4%
Page 2 of 10  ·  199 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
Technology 27.5%
Financial Services 16.0%
Industrials 10.9%
Consumer Cyclical 10.1%
Healthcare 8.9%
Communication Services 6.8%
Energy 6.6%
Consumer Defensive 4.3%
Basic Materials 4.2%
Utilities 2.7%