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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 5 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 26,568.0 $932K 0.08% +3K +14.2% $35.09 +1.3%
82 SMURFIT WESTROCK PLC 19,785.0 $915K 0.08% +2K +9.0% $46.26
83 CLBT CELLEBRITE DI LTD Technology 60,691.0 $886K 0.07% +4K +7.6% $14.60 -22.5%
84 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 7,112.0 $876K 0.07% +80.0 +1.1% $123.11 +28.8%
85 MET METLIFE INC Financial Services 9,297.0 $787K 0.07% +286.0 +3.2% $84.61 +10.5%
86 GXO GXO LOGISTICS INCORPORATED Industrials 15,495.0 $786K 0.07% +2K +18.6% $50.70 -10.5%
87 TRNO TERRENO RLTY CORP Real Estate 11,727.0 $760K 0.06% +2K +15.3% $64.77 +5.6%
88 CG CARLYLE GROUP INC Financial Services 17,840.0 $751K 0.06% +133.0 +0.8% $42.11 +14.0%
89 ULTA ULTA BEAUTY INC Consumer Cyclical 1,639.0 $739K 0.06% +10.0 +0.6% $450.98 +14.2%
90 SNOW SNOWFLAKE INC Technology 2,886.0 $734K 0.06% +130.0 +4.7% $254.50 +26.2%
91 NOBL PROSHARES TR 12,868.0 $723K 0.06% +6K +100.0% $56.16 +4.0%
92 SSYS STRATASYS LTD Technology 83,637.0 $716K 0.06% +12K +16.5% $8.56 -8.2%
93 PRU PRUDENTIAL FINL INC Financial Services 6,474.0 $699K 0.06% +360.0 +5.9% $107.93 +11.7%
94 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 9,997.0 $640K 0.05% +858.0 +9.4% $64.01 +15.7%
95 CSL CARLISLE COS INC Industrials 1,764.0 $640K 0.05% +14.0 +0.8% $362.75 -1.4%
96 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 7,302.0 $629K 0.05% +56.0 +0.8% $86.09 +15.0%
97 TMUS T-MOBILE US INC Communication Services 3,721.0 $624K 0.05% +76.0 +2.1% $167.73 +8.0%
98 EPAC ENERPAC TOOL GROUP CORP Industrials 17,210.0 $617K 0.05% +440.0 +2.6% $35.86 +3.2%
99 PSX PHILLIPS 66 Energy 3,561.0 $602K 0.05% +45.0 +1.3% $169.05 +42.0%
100 CMS CMS ENERGY CORP Utilities 7,770.0 $594K 0.05% +41.0 +0.5% $76.50 -8.7%
Page 5 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%