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Portfolio (Quarterly) Guide ↗

NORTH DALLAS BANK & TRUST CO

· CIK 0002035144
13F Portfolio $153M AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 109 New
Page 6 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MO ALTRIA GROUP INC COM Consumer Defensive 3,919.0 $226K 0.15% NEW $57.66 +28.2%
102 VGIT Vanguard Intermediate Term Treasury ETF 3,749.0 $225K 0.15% NEW $59.93 -2.0%
103 SPAB SPDR SERIES TRUST 8,600.0 $221K 0.14% NEW $25.75 -1.5%
104 APD AIR PROD & CHEM INC Basic Materials 884.0 $218K 0.14% NEW $247.02 +17.2%
105 IEFA ISHARES TR CORE MSCI EAF ETF 2,425.0 $217K 0.14% NEW $89.46 +8.7%
106 PGX INVESCO ETF POWER SHS PREFERRED 19,250.0 $216K 0.14% NEW $11.24 -2.6%
107 INGR INGREDION INC Consumer Defensive 1,940.0 $214K 0.14% NEW $110.26 -7.1%
108 DIS DISNEY WALT CO COM DISNEY Communication Services 1,860.0 $212K 0.14% NEW $113.77 -9.5%
109 IWR ISHARES TR RUS MID CAP ETF 2,090.0 $201K 0.13% NEW $96.27 +10.0%
Page 6 of 6  ·  109 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 28.7%
Financial Services 18.7%
Communication Services 10.5%
Healthcare 9.9%
Consumer Cyclical 9.9%
Industrials 8.7%
Consumer Defensive 6.2%
Energy 3.2%
Utilities 3.0%
Real Estate 1.0%