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Portfolio (Quarterly) Guide ↗

Texas Bank & Trust Co

· CIK 0002056556
13F Portfolio $305M AUM 467 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 185 New
Page 10 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ETN EATON CORP PLC Industrials 533.0 $227K 0.07% NEW $426.12 -8.3%
182 MRVL MARVELL TECHNOLOGY INC Technology 725.0 $216K 0.07% NEW $297.89 -29.4%
183 AMT AMERICAN TOWER CORP REIT Real Estate 1,314.0 $215K 0.07% NEW $163.57 +7.6%
184 CDW CDW CORP Technology 1,486.0 $209K 0.07% NEW $140.64 +6.9%
185 AEP AMERICAN ELECTRIC POWER Utilities 1,500.0 $205K 0.07% NEW $136.81 -10.1%
Page 10 of 10  ·  185 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 38.4%
Financial Services 14.0%
Healthcare 8.6%
Consumer Cyclical 7.9%
Communication Services 7.8%
Industrials 7.5%
Energy 7.2%
Consumer Defensive 5.3%
Basic Materials 1.5%
Utilities 1.3%