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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 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WFC WELLS FARGO & CO Financial Services 34,229.0 $2.8M 0.23% -1K -3.8% $82.64 +4.0%
42 MCD MCDONALDS CORP Consumer Cyclical 10,373.0 $2.8M 0.23% -433.0 -4.0% $270.31 -1.1%
43 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 68,565.0 $2.8M 0.23% -5K -7.2% $40.84 +9.3%
44 MPC MARATHON PETE CORP Energy 10,906.0 $2.8M 0.23% -573.0 -5.0% $255.67 +41.1%
45 MRVL MARVELL TECHNOLOGY INC Technology 9,347.0 $2.8M 0.23% -2K -14.9% $297.89 -20.3%
46 KRNT KORNIT DIGITAL LTD Industrials 163,189.0 $2.7M 0.22% -11K -6.1% $16.25 +3.3%
47 MRK MERCK & CO INC Healthcare 20,628.0 $2.7M 0.22% -563.0 -2.7% $128.50 +18.5%
48 ONTO ONTO INNOVATION INC Technology 6,955.0 $2.6M 0.22% -7K -49.5% $378.45 -20.9%
49 MS MORGAN STANLEY Financial Services 12,034.0 $2.5M 0.21% -860.0 -6.7% $209.04 +2.5%
50 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 2,527.0 $2.4M 0.20% -243.0 -8.8% $965.00 -13.7%
51 SBR SABINE RTY TR Energy 31,896.0 $2.3M 0.19% -3K -9.3% $73.20 -1.2%
52 TMO THERMO FISHER SCIENTIFIC INC Healthcare 4,099.0 $2.1M 0.17% -56.0 -1.4% $501.36 +22.4%
53 PFE PFIZER INC Healthcare 83,566.0 $2.0M 0.17% -582.0 -0.7% $24.08 +17.3%
54 UNP UNION PAC CORP Industrials 7,111.0 $1.9M 0.16% -180.0 -2.5% $272.00 +11.0%
55 VLO VALERO ENERGY CORP Energy 7,295.0 $1.9M 0.16% -326.0 -4.3% $260.44 +33.0%
56 AZZ AZZ INC Industrials 11,924.0 $1.8M 0.15% -2K -16.3% $155.05 -7.4%
57 RTX RTX CORPORATION Industrials 9,637.0 $1.8M 0.15% -781.0 -7.5% $189.73 +16.1%
58 NEE NEXTERA ENERGY INC Utilities 20,458.0 $1.8M 0.15% -997.0 -4.7% $87.77 -2.1%
59 PNC PNC FINL SVCS GROUP INC Financial Services 7,264.0 $1.8M 0.15% -317.0 -4.2% $246.22 +0.1%
60 SCHW SCHWAB CHARLES CORP Financial Services 19,220.0 $1.8M 0.15% -994.0 -4.9% $92.27 +20.2%
Page 3 of 9  ·  165 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%