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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 10 of 25  ·  496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 LASR NLIGHT INC Technology 19,457.0 $1.4M 0.11% +4K +22.3% $69.62 -32.2%
182 NTR NUTRIEN LTD Basic Materials 21,482.0 $1.4M 0.11% $62.95 +16.2%
183 BK BANK OF NY MELLON CORP Financial Services 9,316.0 $1.3M 0.11% -154.0 -1.6% $144.61 -1.9%
184 VFC V F CORP Consumer Cyclical 80,758.0 $1.3M 0.11% +7K +9.3% $16.68 -16.4%
185 EIX EDISON INTL Utilities 18,070.0 $1.3M 0.11% -215.0 -1.2% $74.45 +0.3%
186 CNS COHEN & STEERS INC Financial Services 17,521.0 $1.3M 0.11% NEW $76.14 +6.1%
187 DHR DANAHER CORP DEL Healthcare 6,978.0 $1.3M 0.11% +191.0 +2.8% $190.48 +13.4%
188 ABCB AMERIS BANCORP Financial Services 14,611.0 $1.3M 0.11% $90.26 -4.6%
189 MO ALTRIA GROUP INC Consumer Defensive 18,292.0 $1.3M 0.11% $71.95 -7.0%
190 YUM YUM BRANDS INC Consumer Cyclical 8,185.0 $1.3M 0.11% -50.0 -0.6% $159.86 -4.7%
191 LNTH LANTHEUS HLDGS INC Healthcare 11,567.0 $1.3M 0.11% +82.0 +0.7% $110.94 -9.6%
192 SHEL SHELL PLC Energy 16,511.0 $1.3M 0.11% -2K -12.2% $77.54 +20.8%
193 TREE LENDINGTREE INC Financial Services 28,823.0 $1.3M 0.11% +22K +311.8% $44.29 -30.9%
194 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 3,241.0 $1.3M 0.10% $386.73 +2.5%
195 NOW SERVICENOW INC Technology 12,554.0 $1.2M 0.10% +119.0 +1.0% $99.28 +30.7%
196 MELI MERCADOLIBRE INC Consumer Cyclical 733.0 $1.2M 0.10% +6.0 +0.8% $1697.39 +13.2%
197 QDEL QUIDELORTHO CORP Healthcare 70,748.0 $1.2M 0.10% +789.0 +1.1% $17.52 -15.2%
198 WINN HARBOR ETF TRUST 38,137.0 $1.2M 0.10% $32.47 +2.6%
199 U UNITY SOFTWARE INC Technology 43,297.0 $1.2M 0.10% $28.58 +62.8%
200 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,484.0 $1.2M 0.10% -33.0 -1.3% $496.73 +8.8%
Page 10 of 25  ·  496 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%