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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 5 of 26  ·  501 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PFE PFIZER INC Healthcare 84,148.0 $2.4M 0.23% +2K +2.5% $28.08 -6.7%
82 IPGP IPG PHOTONICS CORP Technology 20,268.0 $2.3M 0.22% +2K +13.4% $114.59 +2.1%
83 AXP AMERICAN EXPRESS CO Financial Services 7,595.0 $2.3M 0.22% -67.0 -0.9% $302.48 +3.3%
84 AMAT APPLIED MATLS INC Technology 6,651.0 $2.3M 0.22% -149.0 -2.2% $341.79 +31.1%
85 CRGY CRESCENT ENERGY COMPANY Energy 167,634.0 $2.3M 0.21% $13.50 -12.6%
86 ORCL ORACLE CORP Technology 15,117.0 $2.2M 0.21% -82.0 -0.5% $147.11 +29.8%
87 MS MORGAN STANLEY Financial Services 12,894.0 $2.1M 0.20% -8K -39.1% $164.57 +22.5%
88 QXO QXO INC Industrials 108,750.0 $2.1M 0.20% +54K +98.8% $19.42 -10.4%
89 NEM NEWMONT CORP Basic Materials 19,274.0 $2.1M 0.20% -1K -5.4% $108.25 -0.9%
90 SMTC SEMTECH CORP Technology 26,915.0 $2.1M 0.20% -1K -4.5% $76.89 +104.4%
91 VUSB VANGUARD BD INDEX FDS 41,394.0 $2.1M 0.20% NEW $49.78 +0.0%
92 TMO THERMO FISHER SCIENTIFIC INC Healthcare 4,155.0 $2.0M 0.19% -93.0 -2.2% $491.53 -7.2%
93 DDWM WISDOMTREE TR 46,177.0 $2.0M 0.19% $44.11 +6.2%
94 HON HONEYWELL INTL INC Industrials 8,998.0 $2.0M 0.19% +97.0 +1.1% $226.03 +2.4%
95 SBUX STARBUCKS CORP Consumer Cyclical 22,550.0 $2.0M 0.19% +253.0 +1.1% $89.59 +14.0%
96 RTX RTX CORPORATION Industrials 10,418.0 $2.0M 0.19% +57.0 +0.6% $192.90 -8.5%
97 NEE NEXTERA ENERGY INC Utilities 21,455.0 $2.0M 0.19% +437.0 +2.1% $92.88 -5.6%
98 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 73,918.0 $2.0M 0.19% -34K -31.5% $26.94 +22.8%
99 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 58,500.0 $2.0M 0.19% +16K +36.9% $33.95 +0.4%
100 DEM WISDOMTREE TR 39,747.0 $2.0M 0.19% $49.69 +11.5%
Page 5 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%