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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 6 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 KLAC KLA CORP Technology 1,960.0 $591K 0.05% +2K +900.0% $301.71 -37.9%
102 VMC VULCAN MATLS CO Basic Materials 1,886.0 $556K 0.05% +11.0 +0.6% $295.01 -6.3%
103 ZTS ZOETIS INC Healthcare 7,639.0 $549K 0.04% +595.0 +8.4% $71.86 +6.7%
104 PAGAYA TECHNOLOGIES LTD 30,025.0 $548K 0.04% +418.0 +1.4% $18.25
105 CARR CARRIER GLOBAL CORPORATION Industrials 7,399.0 $543K 0.04% +259.0 +3.6% $73.35 -16.6%
106 PNR PENTAIR PLC Industrials 7,072.0 $542K 0.04% +64.0 +0.9% $76.66 -14.4%
107 NRG NRG ENERGY INC Utilities 3,576.0 $522K 0.04% +170.0 +5.0% $146.06 -17.4%
108 CHKP CHECK POINT SOFTWARE TECH LT Technology 3,596.0 $473K 0.04% +247.0 +7.4% $131.43 +0.7%
109 CELH CELSIUS HLDGS INC Consumer Defensive 15,645.0 $458K 0.04% +111.0 +0.7% $29.28 +10.2%
110 CCI CROWN CASTLE INC Real Estate 5,829.0 $441K 0.04% +126.0 +2.2% $75.73 -1.4%
111 XEL XCEL ENERGY INC Utilities 5,489.0 $441K 0.04% +94.0 +1.7% $80.30 -1.1%
112 AEM AGNICO EAGLE MINES LTD Basic Materials 2,827.0 $439K 0.04% +179.0 +6.8% $155.13 +33.9%
113 KHC KRAFT HEINZ CO Consumer Defensive 18,077.0 $427K 0.04% +383.0 +2.2% $23.62 +8.7%
114 COF CAPITAL ONE FINL CORP Financial Services 2,104.0 $422K 0.04% +32.0 +1.5% $200.62 +10.0%
115 COHR COHERENT CORP Technology 1,063.0 $419K 0.04% +100.0 +10.4% $394.47 -27.1%
116 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,771.0 $414K 0.03% +49.0 +1.3% $109.77 +0.1%
117 FLS FLOWSERVE CORP Industrials 5,420.0 $402K 0.03% +27.0 +0.5% $74.16 +5.0%
118 B BARRICK MNG CORP Basic Materials 10,799.0 $397K 0.03% +494.0 +4.8% $36.73 +22.9%
119 GERN GERON CORP Healthcare 297,204.0 $380K 0.03% +2K +0.6% $1.28 +24.2%
120 MDB MONGODB INC Technology 1,123.0 $377K 0.03% +34.0 +3.1% $335.90 +31.1%
Page 6 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%