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Portfolio (Quarterly) Guide ↗

MOODY NATIONAL BANK TRUST DIVISION

· CIK 0001092903
13F Portfolio $1.2B AUM 780 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 50 New 147 Added 165 Reduced 55 Exited
Page 15 of 25  ·  496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 EVRG EVERGY INC Utilities 8,935.0 $772K 0.06% $86.43 -6.4%
282 CFR CULLEN FROST BANKERS INC Financial Services 4,934.0 $762K 0.06% -80.0 -1.6% $154.52 +6.3%
283 TRNO TERRENO RLTY CORP Real Estate 11,727.0 $760K 0.06% +2K +15.3% $64.77 +5.2%
284 CG CARLYLE GROUP INC Financial Services 17,840.0 $751K 0.06% +133.0 +0.8% $42.11 +17.2%
285 TXT TEXTRON INC Industrials 8,170.0 $749K 0.06% $91.73 -9.6%
286 QQQ INVESCO QQQ TR Financial Services 1,017.0 $749K 0.06% -68.0 -6.3% $736.40 -3.1%
287 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,573.0 $748K 0.06% $290.59 -8.2%
288 NI NISOURCE INC Utilities 15,611.0 $742K 0.06% $47.55 -14.6%
289 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 25,063.0 $740K 0.06% NEW $29.53 -5.8%
290 ULTA ULTA BEAUTY INC Consumer Cyclical 1,639.0 $739K 0.06% +10.0 +0.6% $450.98 +15.6%
291 SNOW SNOWFLAKE INC Technology 2,886.0 $734K 0.06% +130.0 +4.7% $254.50 +30.8%
292 GLPI GAMING & LEISURE P Real Estate 16,455.0 $733K 0.06% $44.53 -2.2%
293 NHI NATIONAL HEALTH INVS INC Real Estate 9,482.0 $723K 0.06% NEW $76.26 -3.8%
294 NOBL PROSHARES TR 12,868.0 $723K 0.06% +6K +100.0% $56.16 +4.6%
295 SSYS STRATASYS LTD Technology 83,637.0 $716K 0.06% +12K +16.5% $8.56 -7.7%
296 KKR KKR & CO INC 7,788.0 $715K 0.06% -1K -13.2% $91.78
297 ROG ROGERS CORP Technology 4,353.0 $713K 0.06% $163.73 -22.7%
298 EA ELECTRONIC ARTS INC Communication Services 3,457.0 $709K 0.06% $205.04 +2.3%
299 FEIM FREQUENCY ELECTRS INC Technology 10,580.0 $702K 0.06% $66.35 -7.0%
300 ALL ALLSTATE CORP Financial Services 2,945.0 $701K 0.06% $237.94 +6.7%
Page 15 of 25  ·  496 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 31.3%
Financial Services 15.9%
Industrials 11.9%
Consumer Cyclical 9.7%
Healthcare 9.5%
Communication Services 5.5%
Energy 4.7%
Consumer Defensive 3.6%
Basic Materials 3.5%
Utilities 2.4%