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Portfolio (Quarterly) Guide ↗

Community Bank & Trust, Waco, Texas

· CIK 0001654847
13F Portfolio $505M AUM 161 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 42 Added 42 Reduced 3 Exited
Page 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CCI Crown Castle Intl Corp Real Estate 2,931.0 $238K 0.05% -1K -31.6% $81.20 +3.9%
42 KMB Kimberly-Clark Corp Consumer Defensive 2,258.0 $218K 0.04% -560.0 -19.9% $96.55 +7.7%
Page 3 of 3  ·  42 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 28.5%
Industrials 13.0%
Healthcare 12.0%
Energy 10.4%
Consumer Defensive 9.3%
Financial Services 9.1%
Consumer Cyclical 8.2%
Communication Services 5.5%
Utilities 2.3%
Basic Materials 0.9%