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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 9 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 KMB KIMBERLY CLARK CORP Consumer Defensive 2,494.0 $274K 0.09% NEW $109.77 -2.5%
162 TSCO TRACTOR SUPPLY CO Consumer Cyclical 8,415.0 $266K 0.09% NEW $31.61 +9.8%
163 ECL ECOLAB INC Basic Materials 938.0 $261K 0.09% NEW $278.61 +0.6%
164 VCIT VANGUARD SCOTTSDALE FDS 3,138.0 $259K 0.09% NEW $82.65 -2.7%
165 VWO VANGUARD EMERGING MARKETS STOCK INDEX FUND 4,311.0 $257K 0.08% NEW $59.69 +1.7%
166 UNH UNITED HEALTH GROUP INC Healthcare 611.0 $254K 0.08% NEW $415.63 -4.7%
167 VGIT VANGUARD SCOTTSDALE FDS 4,234.0 $250K 0.08% NEW $58.98 -1.9%
168 ABB LTD 2,300.0 $250K 0.08% NEW $108.57
169 FCX FREEPORT-MCMORAN COPPER Basic Materials 3,930.0 $247K 0.08% NEW $62.89 +15.2%
170 SNPS SYNOPSYS INC Technology 550.0 $245K 0.08% NEW $446.07 -7.0%
171 ENB ENBRIDGE INC Energy 4,524.0 $245K 0.08% NEW $54.21 -6.4%
172 ADBE ADOBE INC Technology 1,186.0 $243K 0.08% NEW $205.02 +39.5%
173 DFAU DIMENSIONAL ETF TRUST 4,700.0 $243K 0.08% NEW $51.69 +1.8%
174 AJG ARTHUR J GALLAGHER & CO Financial Services 1,050.0 $241K 0.08% NEW $229.57 +14.1%
175 SHW SHERWIN WILLIAMS CO Basic Materials 700.0 $241K 0.08% NEW $344.32 -4.2%
176 PAYX PAYCHEX INC Industrials 2,442.0 $240K 0.08% NEW $98.33 +27.8%
177 DXCM DEXCOM INC Healthcare 3,500.0 $236K 0.08% NEW $67.35 +33.8%
178 SPG SIMON PROPERTY GROUP INC REIT Real Estate 1,034.0 $231K 0.08% NEW $223.65 -5.3%
179 NXPI NXP SEMICONDUCTORS N V Technology 817.0 $230K 0.07% NEW $281.03 -20.9%
180 APH AMPHENOL CORP Technology 1,300.0 $229K 0.07% NEW $176.32 -7.5%
Page 9 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%