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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 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SHEL SHELL PLC Energy 16,511.0 $1.3M 0.11% -2K -12.2% $77.54 +21.2%
82 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,484.0 $1.2M 0.10% -33.0 -1.3% $496.73 +8.9%
83 LNG CHENIERE ENERGY INC Energy 4,861.0 $1.2M 0.10% -250.0 -4.9% $239.01 +15.9%
84 COP CONOCOPHILLIPS Energy 10,690.0 $1.1M 0.09% -302.0 -2.8% $103.96 +29.4%
85 AJG GALLAGHER ARTHUR J & CO Financial Services 4,832.0 $1.1M 0.09% -232.0 -4.6% $229.57 +13.2%
86 MUR MURPHY OIL CORP Energy 33,489.0 $1.1M 0.09% -9K -20.7% $32.56 +16.9%
87 ESI ELEMENT SOLUTIONS INC Basic Materials 22,623.0 $1.1M 0.09% -15K -39.1% $47.75 -25.2%
88 Q QNITY ELECTRONICS INC Technology 6,560.0 $1.1M 0.09% -2K -22.7% $163.31 -20.3%
89 SYNA SYNAPTICS INC Technology 8,134.0 $1.0M 0.08% -5K -37.1% $124.23 -20.4%
90 EOG EOG RES INC Energy 7,777.0 $1.0M 0.08% -180.0 -2.3% $129.73 +17.2%
91 BP BP PLC Energy 26,377.0 $975K 0.08% -311.0 -1.2% $36.95 +22.3%
92 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,593.0 $961K 0.08% -22.0 -0.8% $370.59 -3.8%
93 SOUTHSTATE BK CORP 9,557.0 $955K 0.08% -3K -21.0% $99.90
94 ASML ASML HLDG NV Technology 460.0 $915K 0.08% -145.0 -24.0% $1989.44 -12.1%
95 T AT&T INC Communication Services 42,497.0 $880K 0.07% -4K -9.3% $20.70 +21.4%
96 MDT MEDTRONIC PLC Healthcare 10,919.0 $854K 0.07% -188.0 -1.7% $78.23 +18.6%
97 HWC HANCOCK WHITNEY CORPORATION Financial Services 11,217.0 $838K 0.07% -7K -37.0% $74.72 +1.6%
98 UMAC UNUSUAL MACHS INC Financial Services 37,344.0 $833K 0.07% -6K -13.3% $22.30 +14.4%
99 TFC TRUIST FINL CORP Financial Services 16,308.0 $812K 0.07% -159.0 -1.0% $49.82 +1.7%
100 TOTALENERGIES SE 10,391.0 $808K 0.07% -1K -9.5% $77.76
Page 5 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%