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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 24 of 26  ·  501 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 COHR COHERENT CORP Technology 963.0 $229K 0.02% NEW $238.21 +59.6%
462 BBY BEST BUY INC Consumer Cyclical 3,557.0 $228K 0.02% +81.0 +2.3% $64.20 +0.5%
463 APH AMPHENOL CORP Technology 1,803.0 $228K 0.02% -24.0 -1.3% $126.35 +11.0%
464 SJM SMUCKER J M CO Consumer Defensive 2,359.0 $228K 0.02% +55.0 +2.4% $96.44 +6.8%
465 NOVT NOVANTA INC Technology 1,913.0 $226K 0.02% -223.0 -10.4% $118.11 +36.7%
466 NUE NUCOR CORP Basic Materials 1,334.0 $226K 0.02% -25.0 -1.8% $169.10 +45.8%
467 WMB WILLIAMS COS INC Energy 3,086.0 $225K 0.02% NEW $72.78 +4.9%
468 BSX BOSTON SCIENTIFIC CORP Healthcare 3,565.0 $224K 0.02% -275.0 -7.2% $62.75 -19.6%
469 ADI ANALOG DEVICES INC Technology 698.0 $222K 0.02% NEW $318.14 +31.0%
470 SNEX STONEX GROUP INC Financial Services 2,752.0 $222K 0.02% NEW $80.65 +39.4%
471 GPN GLOBAL PMTS INC Industrials 3,267.0 $220K 0.02% -768.0 -19.0% $67.30 +9.2%
472 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 2,879.0 $219K 0.02% NEW $76.16 +13.1%
473 PCAR PACCAR INC Industrials 1,873.0 $216K 0.02% $115.50 -2.8%
474 SSD SIMPSON MFG INC Industrials 1,256.0 $216K 0.02% $171.62 +11.2%
475 ICL ICL GROUP LTD Basic Materials 41,530.0 $215K 0.02% +2K +4.9% $5.18 +28.0%
476 BUNGE GLOBAL SA 1,682.0 $214K 0.02% NEW $127.20
477 URI UNITED RENTALS INC Industrials 293.0 $213K 0.02% -55.0 -15.8% $728.56 +35.6%
478 JCI JOHNSON CONTROLS INTERNATION Industrials 1,623.0 $213K 0.02% -252.0 -13.4% $130.95 +5.5%
479 CCJ CAMECO CORP Energy 1,948.0 $212K 0.02% NEW $108.61 -1.1%
480 MMM 3M CO Industrials 1,449.0 $210K 0.02% -47.0 -3.1% $145.23 +6.8%
Page 24 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%