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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 7 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PYPL PAYPAL HLDGS INC Financial Services 11,154.0 $482K 0.04% -1K -8.5% $43.18 +44.3%
122 GRMN GARMIN LTD Technology 1,997.0 $474K 0.04% -38.0 -1.9% $237.54 +23.4%
123 OUTFRONT MEDIA INC 14,160.0 $464K 0.04% -113.0 -0.8% $32.76
124 WM WASTE MGMT INC DEL Industrials 1,991.0 $444K 0.04% -510.0 -20.4% $222.88 +0.9%
125 CNQ CANADIAN NAT RES LTD MED TER Energy 11,223.0 $443K 0.04% -103.0 -0.9% $39.50 +29.2%
126 DAL DELTA AIR LINES INC Industrials 4,494.0 $421K 0.04% -580.0 -11.4% $93.66 -13.5%
127 F FORD MTR CO Consumer Cyclical 29,335.0 $408K 0.03% -3K -8.2% $13.90 +0.6%
128 PLTR PALANTIR TECHNOLOGIES INC Technology 3,470.0 $405K 0.03% -878.0 -20.2% $116.67 +49.1%
129 BE BLOOM ENERGY CORP Industrials 1,227.0 $371K 0.03% -555.0 -31.1% $302.70 -33.1%
130 LMT LOCKHEED MARTIN CORP Industrials 726.0 $370K 0.03% -42.0 -5.5% $509.46 +12.2%
131 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,810.0 $370K 0.03% -52.0 -1.8% $131.58 +4.3%
132 WELL WELLTOWER INC Real Estate 1,614.0 $366K 0.03% -84.0 -5.0% $226.97 +4.6%
133 AMGN AMGEN INC Healthcare 968.0 $351K 0.03% -29.0 -2.9% $362.12 +19.8%
134 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 17,351.0 $345K 0.03% -1K -7.6% $19.89 +8.4%
135 URI UNITED RENTALS INC Industrials 284.0 $322K 0.03% -9.0 -3.1% $1132.89 -3.3%
136 IWM ISHARES TR 1,065.0 $320K 0.03% -10K -90.2% $300.45 -0.9%
137 WDS WOODSIDE ENERGY GROUP LTD Energy 16,125.0 $312K 0.03% -778.0 -4.6% $19.32 +24.8%
138 SO SOUTHERN CO Utilities 3,252.0 $311K 0.03% -46.0 -1.4% $95.71 -4.5%
139 SPXC SPX TECHNOLOGIES INC Industrials 1,261.0 $309K 0.03% -9.0 -0.7% $245.17 -16.6%
140 BLK BLACKROCK INC Financial Services 318.0 $306K 0.03% -61.0 -16.1% $961.56 +18.5%
Page 7 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%