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Portfolio (Quarterly) Guide ↗

MOODY NATIONAL BANK TRUST DIVISION

· CIK 0001092903
13F Portfolio $1.0B AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 503 New
Page 11 of 26  ·  503 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ABCB AMERIS BANCORP Financial Services 14,611.0 $1.1M 0.10% NEW $74.27 +13.6%
202 MDT MEDTRONIC PLC Healthcare 11,181.0 $1.1M 0.10% NEW $96.06 -21.4%
203 NEO NEOGENOMICS INC Healthcare 90,766.0 $1.1M 0.10% NEW $11.76 -15.2%
204 DRI DARDEN RESTAURANTS INC Consumer Cyclical 5,798.0 $1.1M 0.10% NEW $184.02 +12.1%
205 COP CONOCOPHILLIPS Energy 11,372.0 $1.1M 0.10% NEW $93.61 +22.8%
206 QXO QXO INC Industrials 54,700.0 $1.1M 0.10% NEW $19.29 -10.2%
207 TXN TEXAS INSTRS INC Technology 6,041.0 $1.0M 0.10% NEW $173.49 +83.9%
208 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 2,140.0 $1.0M 0.10% NEW $487.25 +16.2%
209 ENSG ENSIGN GROUP INC Healthcare 5,964.0 $1.0M 0.10% NEW $174.20 -2.1%
210 BK BANK NEW YORK MELLON CORP Financial Services 8,930.0 $1.0M 0.10% NEW $116.09 +19.8%
211 CRWD CROWDSTRIKE HLDGS INC Technology 2,211.0 $1.0M 0.10% NEW $468.76 +41.7%
212 CG CARLYLE GROUP INC Financial Services 17,448.0 $1.0M 0.10% NEW $59.11 -23.5%
213 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2,935.0 $1.0M 0.10% NEW $350.55 +11.2%
214 FDX FEDEX CORP Industrials 3,540.0 $1.0M 0.10% NEW $288.86 +42.0%
215 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 25,984.0 $1.0M 0.10% NEW $39.30 +51.2%
216 ALGM ALLEGRO MICROSYSTEMS INC Technology 38,467.0 $1.0M 0.10% NEW $26.38 +91.9%
217 KKR KKR & CO INC Financial Services 7,960.0 $1.0M 0.10% NEW $127.48 -26.5%
218 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 114,909.0 $1.0M 0.10% NEW $8.76 -29.6%
219 AEP AMERICAN ELEC PWR CO INC Utilities 8,682.0 $1.0M 0.10% NEW $115.31 +10.5%
220 REGN REGENERON PHARMACEUTICALS Healthcare 1,287.0 $993K 0.10% NEW $771.87 -19.2%
Page 11 of 26  ·  503 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 29.9%
Financial Services 15.8%
Consumer Cyclical 10.9%
Industrials 9.8%
Healthcare 9.2%
Communication Services 8.1%
Energy 5.4%
Consumer Defensive 3.8%
Basic Materials 3.3%
Utilities 2.3%