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Portfolio (Quarterly) Guide ↗

MOODY NATIONAL BANK TRUST DIVISION

· CIK 0001092903
13F Portfolio $1.1B AUM 794 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 40 New 199 Added 167 Reduced 42 Exited
Page 4 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CORZ CORE SCIENTIFIC INC NEW Technology 109,142.0 $1.6M 0.15% +53K +94.8% $14.96 +81.8%
62 PNC PNC FINL SVCS GROUP INC Financial Services 7,581.0 $1.6M 0.15% +500.0 +7.1% $208.09 +6.1%
63 FELE FRANKLIN ELEC INC Industrials 17,081.0 $1.6M 0.15% +4K +34.5% $92.17 +9.8%
64 BMY BRISTOL-MYERS SQUIBB CO Healthcare 25,298.0 $1.5M 0.15% +858.0 +3.5% $60.65 -5.2%
65 EMCB WISDOMTREE TR 23,210.0 $1.5M 0.14% +4K +17.8% $65.51 +0.9%
66 MPWR MONOLITHIC PWR SYS INC Technology 1,341.0 $1.5M 0.14% +16.0 +1.2% $1093.35 +48.2%
67 LNG CHENIERE ENERGY INC Energy 5,111.0 $1.5M 0.14% +78.0 +1.6% $283.76 -18.6%
68 RMBS RAMBUS INC DEL Technology 16,170.0 $1.4M 0.13% +2K +17.3% $86.03 +72.8%
69 LCF TOUCHSTONE ETF TRUST 34,443.0 $1.4M 0.13% +5K +18.2% $39.22 +12.6%
70 NOW SERVICENOW INC Technology 12,435.0 $1.3M 0.12% +2K +14.1% $104.55 -2.3%
71 DHR DANAHER CORP DEL Healthcare 6,787.0 $1.3M 0.12% +71.0 +1.1% $189.60 -8.7%
72 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 2,163.0 $1.3M 0.12% +23.0 +1.1% $592.98 -3.7%
73 YUM YUM BRANDS INC Consumer Cyclical 8,235.0 $1.3M 0.12% +44.0 +0.5% $155.48 -0.9%
74 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 72,618.0 $1.3M 0.12% +23K +46.9% $17.62 +3.7%
75 ETN EATON CORP PLC Industrials 3,569.0 $1.3M 0.12% +34.0 +1.0% $357.67 +13.6%
76 MELI MERCADOLIBRE INC Consumer Cyclical 727.0 $1.3M 0.12% +37.0 +5.4% $1729.02 -1.9%
77 BP BP PLC Energy 26,688.0 $1.3M 0.12% +151.0 +0.6% $47.00 -11.4%
78 ENSG ENSIGN GROUP INC Healthcare 6,079.0 $1.2M 0.12% +115.0 +1.9% $201.50 -14.7%
79 MCK MCKESSON CORP Healthcare 1,360.0 $1.2M 0.11% +16.0 +1.2% $865.36 -12.6%
80 QDEL QUIDELORTHO CORP Healthcare 69,959.0 $1.1M 0.11% +18K +35.8% $16.43 -25.0%
Page 4 of 10  ·  199 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 27.5%
Financial Services 16.0%
Industrials 10.9%
Consumer Cyclical 10.1%
Healthcare 8.9%
Communication Services 6.8%
Energy 6.6%
Consumer Defensive 4.3%
Basic Materials 4.2%
Utilities 2.7%