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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 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 HPQ HP INC Technology 11,780 $262K 0.03% SOLD
22 TTD THE TRADE DESK INC Technology 6,846 $260K 0.03% SOLD
23 OMC OMNICOM GROUP INC Communication Services 3,104 $251K 0.02% SOLD
24 CONFLUENT INC 8,160 $247K 0.02% SOLD
25 EPAM EPAM SYS INC Technology 1,177 $241K 0.02% SOLD
26 BRZE BRAZE INC Technology 6,971 $239K 0.02% SOLD
27 GLOBUS MED INC 2,688 $235K 0.02% SOLD
28 RGEN REPLIGEN CORP Healthcare 1,428 $234K 0.02% SOLD
29 CVLT COMMVAULT SYS INC Technology 1,830 $229K 0.02% SOLD
30 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 4,962 $226K 0.02% SOLD
31 MSA MSA SAFETY INC Industrials 1,408 $225K 0.02% SOLD
32 JBT MAREL CORPORATION 1,467 $221K 0.02% SOLD
33 NTNX NUTANIX INC Technology 4,247 $220K 0.02% SOLD
34 AMCOR PLC 25,282 $211K 0.02% SOLD
35 BKNG BOOKING HOLDINGS INC Consumer Cyclical 39 $209K 0.02% SOLD
36 MMU WESTERN ASSET MANAGED MUNS F Financial Services 10,962 $114K 0.01% SOLD
37 MUC BLACKROCK MUNIHLDNGS CALI QL Financial Services 10,718 $114K 0.01% SOLD
38 MYI BLACKROCK MUNIYIELD QUALITY Financial Services 10,420 $113K 0.01% SOLD
39 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 10,016 $113K 0.01% SOLD
40 NRK NUVEEN NEW YORK AMT QLT MUNI Financial Services 11,212 $113K 0.01% SOLD
Page 2 of 3  ·  42 positions
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%