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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 11 of 25  ·  496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CNX CNX RES CORP Energy 36,103.0 $1.2M 0.10% +9K +34.6% $33.93 +7.5%
202 THRM GENTHERM INC Consumer Cyclical 35,808.0 $1.2M 0.10% +17K +89.1% $34.11 +19.2%
203 AVAV AEROVIRONMENT INC Industrials 7,373.0 $1.2M 0.10% +3K +87.7% $165.07 -3.2%
204 TXNM ENERGY INC 21,338.0 $1.2M 0.10% $56.78
205 AEP AMERICAN ELEC PWR CO INC Utilities 8,763.0 $1.2M 0.10% $136.81 -8.1%
206 TOST TOAST INC Technology 43,000.0 $1.2M 0.10% +17K +65.9% $27.82 +27.0%
207 KRC KILROY REALTY CORP Real Estate 31,900.0 $1.2M 0.10% $37.47 -1.9%
208 DRI DARDEN RESTAURANTS INC Consumer Cyclical 5,789.0 $1.2M 0.10% +62.0 +1.1% $206.01 +5.8%
209 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 2,170.0 $1.2M 0.10% $541.83 -3.8%
210 APP APPLOVIN CORP Technology 2,265.0 $1.2M 0.10% $515.23 -40.1%
211 LNG CHENIERE ENERGY INC Energy 4,861.0 $1.2M 0.10% -250.0 -4.9% $239.01 +16.8%
212 GBCI GLACIER BANCORP INC NEW Financial Services 22,494.0 $1.2M 0.10% $51.58 -8.4%
213 FITB FIFTH THIRD BANCORP Financial Services 20,497.0 $1.2M 0.10% $56.37 -3.3%
214 ACA ARCOSA INC Industrials 7,862.0 $1.1M 0.10% +40.0 +0.5% $145.29 +0.1%
215 VZ VERIZON COMMUNICATIONS INC Communication Services 26,693.0 $1.1M 0.09% +167.0 +0.6% $42.34 +16.2%
216 DX DYNEX CAP INC Real Estate 86,160.0 $1.1M 0.09% +9K +12.1% $13.11 +1.1%
217 COP CONOCOPHILLIPS Energy 10,690.0 $1.1M 0.09% -302.0 -2.8% $103.96 +29.8%
218 AJG GALLAGHER ARTHUR J & CO Financial Services 4,832.0 $1.1M 0.09% -232.0 -4.6% $229.57 +13.1%
219 MUR MURPHY OIL CORP Energy 33,489.0 $1.1M 0.09% -9K -20.7% $32.56 +17.6%
220 ESI ELEMENT SOLUTIONS INC Basic Materials 22,623.0 $1.1M 0.09% -15K -39.1% $47.75 -25.6%
Page 11 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%