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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 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 GFI GOLD FIELDS LTD Basic Materials 5,336 $242K 0.02% SOLD
42 CF CF INDUSTRIES HOLD Basic Materials 1,852 $240K 0.02% SOLD
43 BSX BOSTON SCIENTIFIC CORP Healthcare 3,565 $224K 0.02% SOLD
44 SNEX STONEX GROUP INC Financial Services 2,752 $222K 0.02% SOLD
45 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 2,879 $219K 0.02% SOLD
46 MMM 3M CO Industrials 1,449 $210K 0.02% SOLD
47 PBR PETROLEO BRASILEIRO S A Energy 10,050 $209K 0.02% SOLD
48 KGC KINROSS GOLD CORP Basic Materials 6,826 $208K 0.02% SOLD
49 HUBS HUBSPOT INC Technology 848 $207K 0.02% SOLD
50 CL COLGATE PALMOLIVE CO Consumer Defensive 2,397 $204K 0.02% SOLD
51 PEN PENUMBRA INC Healthcare 620 $204K 0.02% SOLD
52 ESRT EMPIRE ST RLTY TR INC Real Estate 35,602 $185K 0.02% SOLD
53 HLN HALEON PLC Healthcare 13,464 $135K 0.01% SOLD
54 NWL NEWELL BRANDS INC Consumer Defensive 38,299 $131K 0.01% SOLD
55 OPK OPKO HEALTH INC Healthcare 13,554 $15K 0.00% SOLD
Page 3 of 3  ·  55 positions
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%