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Portfolio (Quarterly) Guide ↗

MOODY NATIONAL BANK TRUST DIVISION

· CIK 0001092903
13F Portfolio $1.2B AUM 780 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 50 New 147 Added 165 Reduced 55 Exited
Page 2 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QXO QXO INC Industrials 156,350.0 $2.7M 0.22% +48K +43.8% $17.28 -18.3%
22 AXP AMERICAN EXPRESS CO Financial Services 7,897.0 $2.7M 0.22% +302.0 +4.0% $338.25 +0.5%
23 IPGP IPG PHOTONICS CORP Technology 22,494.0 $2.6M 0.22% +2K +11.0% $117.32 -34.7%
24 ZETA ZETA GLOBAL HOLDINGS CORP Technology 126,430.0 $2.5M 0.21% +48K +60.6% $19.68 +46.3%
25 BDC BELDEN INC Technology 20,636.0 $2.5M 0.20% +8K +66.1% $119.91 +7.1%
26 NFLX NETFLIX INC. Communication Services 33,466.0 $2.4M 0.20% +494.0 +1.5% $71.40 +12.4%
27 ANET ARISTA NETWORKS INC Technology 13,903.0 $2.4M 0.20% +12K +746.7% $169.88 +9.8%
28 S SENTINELONE INC Technology 136,518.0 $2.3M 0.19% +57K +72.2% $16.97 +25.6%
29 ORCL ORACLE CORP Technology 15,395.0 $2.3M 0.19% +278.0 +1.8% $146.55 -1.9%
30 IBM INTERNATIONAL BUSINESS MACHS Technology 7,750.0 $2.2M 0.18% +314.0 +4.2% $281.21 -15.7%
31 VUSB VANGUARD BD INDEX FDS 41,817.0 $2.1M 0.17% +423.0 +1.0% $49.78 -0.1%
32 CTVA CORTEVA INC Basic Materials 23,865.0 $2.0M 0.17% +604.0 +2.6% $84.69 -7.2%
33 TEX TEREX CORP NEW Industrials 27,850.0 $2.0M 0.17% +2K +8.8% $72.39 -10.8%
34 FELE FRANKLIN ELEC INC Industrials 18,468.0 $2.0M 0.16% +1K +8.1% $107.19 -2.9%
35 DFAS DIMENSIONAL ETF TRUST 23,365.0 $1.9M 0.16% +217.0 +0.9% $82.34 +1.1%
36 LIN LINDE PLC Basic Materials 3,689.0 $1.9M 0.16% +35.0 +1.0% $518.94 -7.3%
37 MGNI MAGNITE INC Communication Services 97,202.0 $1.8M 0.15% +44K +82.3% $18.98 +25.7%
38 NEM NEWMONT CORP Basic Materials 19,485.0 $1.8M 0.15% +211.0 +1.1% $93.40 +33.9%
39 CRWD CROWDSTRIKE HLDGS INC Technology 2,327.0 $1.8M 0.15% +39.0 +1.7% $190.79 +5.7%
40 GLW CORNING INC Technology 6,759.0 $1.7M 0.14% +71.0 +1.1% $255.43 -40.3%
Page 2 of 8  ·  147 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 30.8%
Financial Services 15.7%
Industrials 11.7%
Consumer Cyclical 9.5%
Healthcare 9.4%
Communication Services 6.6%
Energy 4.8%
Basic Materials 3.5%
Consumer Defensive 3.5%
Utilities 2.4%