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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 23 of 26  ·  501 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 LUV SOUTHWEST AIRLS CO Industrials 6,776.0 $255K 0.02% -3K -27.6% $37.57 +14.0%
442 SPXC SPX TECHNOLOGIES INC Industrials 1,270.0 $254K 0.02% +132.0 +11.6% $199.94 +6.5%
443 PKG PACKAGING CORP AMER Consumer Cyclical 1,189.0 $252K 0.02% $212.22 +2.9%
444 GM GENERAL MTRS CO Consumer Cyclical 3,386.0 $252K 0.02% -61.0 -1.8% $74.50 +13.8%
445 CME CME GROUP INC Financial Services 852.0 $252K 0.02% $295.35 -5.6%
446 CNC CENTENE CORP DEL Healthcare 7,666.0 $251K 0.02% -398.0 -4.9% $32.74 +82.4%
447 ESAB ESAB CORPORATION Industrials 2,536.0 $245K 0.02% $96.66 -4.2%
448 RIO RIO TINTO PLC Basic Materials 2,625.0 $245K 0.02% -196.0 -7.0% $93.29 +14.2%
449 SXI STANDEX INTL CORP Industrials 952.0 $243K 0.02% -100.0 -9.5% $254.86 +7.3%
450 SAP SAP SE Technology 1,417.0 $243K 0.02% +75.0 +5.6% $171.21 +3.2%
451 GFI GOLD FIELDS LTD Basic Materials 5,336.0 $242K 0.02% -698.0 -11.6% $45.40 -11.8%
452 GD GENERAL DYNAMICS CORP Industrials 704.0 $242K 0.02% +9.0 +1.3% $343.22 +1.5%
453 BE BLOOM ENERGY CORP Industrials 1,782.0 $241K 0.02% NEW $135.49 +119.3%
454 CF CF INDUSTRIES HOLD Basic Materials 1,852.0 $240K 0.02% NEW $129.84 -9.8%
455 AVY AVERY DENNISON CORP Industrials 1,392.0 $240K 0.02% +137.0 +10.9% $172.68 -7.0%
456 DGRO ISHARES TR 3,404.0 $239K 0.02% $70.18 +6.5%
457 PGR PROGRESSIVE CORP Financial Services 1,177.0 $233K 0.02% NEW $198.24 -1.2%
458 TROW PRICE T ROWE GROUP INC Financial Services 2,580.0 $233K 0.02% -804.0 -23.8% $90.14 +15.1%
459 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 123.0 $232K 0.02% $1884.66 +5.7%
460 ANGLOGOLD ASHANTI PLC 2,362.0 $230K 0.02% $97.36
Page 23 of 26  ·  501 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%