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Portfolio (Quarterly) Guide ↗

NORTH DALLAS BANK & TRUST CO

· CIK 0002035144
13F Portfolio $148M AUM 199 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 14 Added 55 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AMD ADVANCED MICRO DEVICES INC Technology 2,253.0 $458K 0.31% NEW $203.43 +129.8%
2 LRCX LAM RESEARCH CORP Technology 1,195.0 $255K 0.17% NEW $213.66 +42.9%
3 SHY ISHARES TR 1-3 YR TR BD ETF 3,000.0 $248K 0.17% NEW $82.57 -0.5%
4 GLW CORNING INC COM Technology 1,601.0 $218K 0.15% NEW $135.97 +42.7%

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 27.1%
Financial Services 18.3%
Healthcare 10.0%
Communication Services 9.7%
Consumer Cyclical 9.7%
Industrials 9.7%
Consumer Defensive 6.9%
Energy 3.8%
Utilities 3.6%
Real Estate 1.0%