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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 4 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TREE LENDINGTREE INC Financial Services 28,823.0 $1.3M 0.11% +22K +311.8% $44.29 -30.9%
62 NOW SERVICENOW INC Technology 12,554.0 $1.2M 0.10% +119.0 +1.0% $99.28 +30.7%
63 MELI MERCADOLIBRE INC Consumer Cyclical 733.0 $1.2M 0.10% +6.0 +0.8% $1697.39 +13.2%
64 QDEL QUIDELORTHO CORP Healthcare 70,748.0 $1.2M 0.10% +789.0 +1.1% $17.52 -15.2%
65 CNX CNX RES CORP Energy 36,103.0 $1.2M 0.10% +9K +34.6% $33.93 +7.5%
66 THRM GENTHERM INC Consumer Cyclical 35,808.0 $1.2M 0.10% +17K +89.1% $34.11 +19.2%
67 AVAV AEROVIRONMENT INC Industrials 7,373.0 $1.2M 0.10% +3K +87.7% $165.07 -3.2%
68 TOST TOAST INC Technology 43,000.0 $1.2M 0.10% +17K +65.9% $27.82 +27.0%
69 DRI DARDEN RESTAURANTS INC Consumer Cyclical 5,789.0 $1.2M 0.10% +62.0 +1.1% $206.01 +5.8%
70 ACA ARCOSA INC Industrials 7,862.0 $1.1M 0.10% +40.0 +0.5% $145.29 +0.1%
71 VZ VERIZON COMMUNICATIONS INC Communication Services 26,693.0 $1.1M 0.09% +167.0 +0.6% $42.34 +16.2%
72 DX DYNEX CAP INC Real Estate 86,160.0 $1.1M 0.09% +9K +12.1% $13.11 +1.1%
73 CE CELANESE CORP DEL Basic Materials 22,581.0 $1.0M 0.09% +5K +25.5% $46.00 +2.1%
74 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 3,256.0 $1.0M 0.09% +29.0 +0.9% $317.53 -9.4%
75 SPOT SPOTIFY TECHNOLOGY S A Communication Services 2,190.0 $1.0M 0.08% +50.0 +2.3% $459.13 +16.1%
76 ROCK GIBRALTAR INDS INC Industrials 22,265.0 $1.0M 0.08% +7K +49.6% $45.10 +2.9%
77 NX QUANEX BLDG PRODS CORP Industrials 53,042.0 $988K 0.08% +7K +16.1% $18.62 +5.9%
78 SLB SLB LIMITED Energy 21,099.0 $981K 0.08% +105.0 +0.5% $46.49 +15.2%
79 BTI BRITISH AMERN TOB PLC Consumer Defensive 15,497.0 $957K 0.08% +911.0 +6.2% $61.76 -8.2%
80 PRGS PROGRESS SOFTWARE CORP Technology 28,230.0 $948K 0.08% +357.0 +1.3% $33.58 +28.7%
Page 4 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%