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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 8 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NOVT NOVANTA INC Technology 1,856.0 $301K 0.03% -57.0 -3.0% $162.24 -10.3%
142 E ENI SPA Energy 6,366.0 $298K 0.03% -684.0 -9.7% $46.86 +22.4%
143 VPG VISHAY PRECISION GROUP INC Technology 1,923.0 $288K 0.02% -9K -83.0% $149.91 -58.5%
144 SU SUNCOR ENERGY INC NEW Energy 5,340.0 $287K 0.02% -551.0 -9.3% $53.68 +26.6%
145 RMBS RAMBUS INC DEL Technology 2,148.0 $285K 0.02% -14K -86.7% $132.74 -30.6%
146 BA BOEING CO Industrials 1,316.0 $285K 0.02% -128.0 -8.9% $216.47 -0.6%
147 APH AMPHENOL CORP Technology 1,590.0 $280K 0.02% -213.0 -11.8% $176.32 -13.2%
148 ALGN ALIGN TECHNOLOGY INC Healthcare 1,635.0 $276K 0.02% -75.0 -4.4% $168.66 -5.8%
149 ITW ILLINOIS TOOL WKS INC Industrials 1,010.0 $273K 0.02% -29.0 -2.8% $270.47 +4.5%
150 BBY BEST BUY INC Consumer Cyclical 3,529.0 $268K 0.02% -28.0 -0.8% $75.88 +13.0%
151 SUZ SUZANO S A Basic Materials 33,314.0 $259K 0.02% -352.0 -1.1% $7.76 +9.5%
152 EQIX EQUINIX INC Real Estate 247.0 $257K 0.02% -45.0 -15.4% $1042.39 +3.9%
153 KR KROGER CO Consumer Defensive 4,580.0 $254K 0.02% -32.0 -0.7% $55.53 +1.4%
154 BKR BAKER HUGHES COMPANY Energy 4,539.0 $252K 0.02% -273.0 -5.7% $55.50 +13.1%
155 SXI STANDEX INTL CORP Industrials 692.0 $248K 0.02% -260.0 -27.3% $357.67 -13.5%
156 PGR PROGRESSIVE CORP Financial Services 1,056.0 $231K 0.02% -121.0 -10.3% $218.45 +0.9%
157 CMCSA COMCAST CORP NEW Communication Services 9,352.0 $230K 0.02% -4K -28.3% $24.55 +7.6%
158 BDX BECTON DICKINSON & CO Healthcare 1,503.0 $227K 0.02% -557.0 -27.0% $151.33 +24.0%
159 ADBE ADOBE INC Technology 1,099.0 $225K 0.02% -256.0 -18.9% $205.02 +32.8%
160 WMB WILLIAMS COS INC Energy 3,010.0 $224K 0.02% -76.0 -2.5% $74.34 -3.6%
Page 8 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%