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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 7 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DOW DOW HLDGS INC Basic Materials 17,883.0 $745K 0.07% +331.0 +1.9% $41.65 -16.7%
122 EVRG EVERGY INC Utilities 8,921.0 $731K 0.07% +118.0 +1.3% $81.92 +1.7%
123 GLPI GAMING & LEISURE P Real Estate 16,382.0 $727K 0.07% +283.0 +1.8% $44.37 +6.8%
124 TXT TEXTRON INC Industrials 8,133.0 $712K 0.07% +91.0 +1.1% $87.56 +5.6%
125 EA ELECTRONIC ARTS INC Communication Services 3,454.0 $704K 0.07% +23.0 +0.7% $203.87 -1.3%
126 GXO GXO LOGISTICS INCORPORATED Industrials 13,059.0 $677K 0.06% +2K +17.7% $51.85 -2.3%
127 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2,295.0 $667K 0.06% +27.0 +1.2% $290.49 -2.0%
128 PSX PHILLIPS 66 Energy 3,516.0 $641K 0.06% +80.0 +2.3% $182.18 -2.9%
129 MET METLIFE INC Financial Services 9,011.0 $637K 0.06% +369.0 +4.3% $70.72 +16.1%
130 PLTR PALANTIR TECHNOLOGIES INC Technology 4,348.0 $636K 0.06% +801.0 +22.6% $146.28 -2.9%
131 ALL ALLSTATE CORP Financial Services 2,945.0 $611K 0.06% +16.0 +0.6% $207.34 +0.6%
132 PNR PENTAIR PLC Industrials 7,008.0 $610K 0.06% +111.0 +1.6% $87.11 -18.7%
133 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 3,088.0 $610K 0.06% +282.0 +10.1% $197.50 +10.4%
134 CMS CMS ENERGY CORP Utilities 7,729.0 $600K 0.06% +100.0 +1.3% $77.58 -5.4%
135 ROCK GIBRALTAR INDS INC Industrials 14,880.0 $593K 0.06% +3K +25.6% $39.87 -1.3%
136 CSL CARLISLE COS INC Industrials 1,750.0 $584K 0.06% +29.0 +1.7% $333.62 +2.3%
137 CSGP COSTAR GROUP INC Real Estate 14,286.0 $576K 0.06% +6K +71.4% $40.34 -20.1%
138 USB US BANCORP Financial Services 10,929.0 $568K 0.05% +290.0 +2.7% $52.01 +4.5%
139 PYPL PAYPAL HLDGS INC Financial Services 12,190.0 $551K 0.05% +2K +22.6% $45.23 -1.5%
140 CELH CELSIUS HLDGS INC Consumer Defensive 15,534.0 $551K 0.05% +2K +15.1% $35.48 -6.9%
Page 7 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%