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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 2 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NVO NOVO-NORDISK A S Healthcare 11,352.0 $544K 0.04% NEW $47.94 -3.0%
22 SNDK SANDISK CORP Technology 225.0 $512K 0.04% NEW $2273.73 -31.0%
23 CRC CALIFORNIA RES CORP Energy 9,458.0 $500K 0.04% NEW $52.87 +3.2%
24 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 84,733.0 $491K 0.04% NEW $5.80 -3.4%
25 CRK COMSTOCK RES INC Energy 30,422.0 $454K 0.04% NEW $14.92 -7.9%
26 AZN ASTRAZENECA PLC Healthcare 2,313.0 $439K 0.04% NEW $189.62 -13.0%
27 MGEE MGE ENERGY INC Utilities 4,924.0 $402K 0.03% NEW $81.54 -0.8%
28 WDC WESTERN DIGITAL CORP Technology 562.0 $359K 0.03% NEW $638.72 -27.5%
29 DVN DEVON ENERGY CORP NEW Energy 7,856.0 $325K 0.03% NEW $41.32 +18.7%
30 CVLT COMMVAULT SYS INC Technology 2,201.0 $312K 0.03% NEW $141.73 -4.7%
31 AMCOR PLC 6,894.0 $299K 0.03% NEW $43.35
32 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 1,087.0 $296K 0.02% NEW $271.95 -13.7%
33 NTNX NUTANIX INC Technology 5,692.0 $290K 0.02% NEW $50.96 +29.6%
34 DY DYCOM INDS INC Industrials 556.0 $281K 0.02% NEW $505.59 -20.7%
35 SWK STANLEY BLACK & DECKER INC Industrials 2,906.0 $274K 0.02% NEW $94.12 +6.0%
36 PSTG EVERPURE INC 3,412.0 $269K 0.02% NEW $78.79
37 GKOS GLAUKOS CORP Healthcare 1,762.0 $246K 0.02% NEW $139.76 +35.6%
38 HPQ HP INC Technology 11,173.0 $245K 0.02% NEW $21.94 +35.8%
39 SITM SITIME CORP Technology 325.0 $242K 0.02% NEW $745.56 -16.8%
40 PH PARKER-HANNIFIN CORP Industrials 233.0 $228K 0.02% NEW $978.12 +4.6%
Page 2 of 3  ·  50 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%