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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 3 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EMCB WISDOMTREE TR 25,624.0 $1.7M 0.14% +2K +10.4% $66.18 -0.1%
42 ISRG INTUITIVE SURGICAL INC Healthcare 4,208.0 $1.7M 0.14% +96.0 +2.3% $397.68 +0.0%
43 LCF TOUCHSTONE ETF TRUST 37,603.0 $1.6M 0.13% +3K +9.2% $43.18 +6.7%
44 LPX LOUISIANA PAC CORP Basic Materials 20,006.0 $1.6M 0.13% +7K +59.3% $78.66 -3.4%
45 STAG STAG INDUSTRIAL INC Real Estate 41,122.0 $1.6M 0.13% +12K +41.5% $38.06 -4.3%
46 CTRE CARETRUST REIT INC Real Estate 38,097.0 $1.5M 0.13% +12K +48.2% $40.35 -1.3%
47 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 43,765.0 $1.5M 0.13% +12K +39.1% $34.73 +18.7%
48 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 80,599.0 $1.5M 0.12% +8K +11.0% $18.57 -22.5%
49 BHP BHP BILLITON LIMITED Basic Materials 17,752.0 $1.5M 0.12% +419.0 +2.4% $83.31 +10.8%
50 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 112,679.0 $1.5M 0.12% +31K +38.1% $12.89 -3.1%
51 FBNC FIRST BANCORP N C Financial Services 22,682.0 $1.5M 0.12% +6K +35.3% $63.93 +0.8%
52 OI O-I GLASS INC Consumer Cyclical 148,686.0 $1.4M 0.12% +42K +40.0% $9.63 -31.7%
53 ABT ABBOTT LABORATORIES Healthcare 15,272.0 $1.4M 0.12% +345.0 +2.3% $90.74 +26.1%
54 CDNS CADENCE DESIGN SYSTEM INC Technology 3,686.0 $1.4M 0.12% +192.0 +5.5% $375.32 -16.1%
55 TRV TRAVELERS COMPANIES INC Financial Services 4,190.0 $1.4M 0.12% +46.0 +1.1% $330.12 +9.7%
56 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 20,547.0 $1.4M 0.11% +3K +19.0% $67.12 -5.9%
57 LASR NLIGHT INC Technology 19,457.0 $1.4M 0.11% +4K +22.3% $69.62 -31.2%
58 VFC V F CORP Consumer Cyclical 80,758.0 $1.3M 0.11% +7K +9.3% $16.68 -13.8%
59 DHR DANAHER CORP DEL Healthcare 6,978.0 $1.3M 0.11% +191.0 +2.8% $190.48 +11.0%
60 LNTH LANTHEUS HLDGS INC Healthcare 11,567.0 $1.3M 0.11% +82.0 +0.7% $110.94 -9.4%
Page 3 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%