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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 12 of 25  ·  496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 Q QNITY ELECTRONICS INC Technology 6,560.0 $1.1M 0.09% -2K -22.7% $163.31 -18.2%
222 PM PHILIP MORRIS INTL INC Consumer Defensive 5,771.0 $1.0M 0.09% $180.91 +5.9%
223 CE CELANESE CORP DEL Basic Materials 22,581.0 $1.0M 0.09% +5K +25.5% $46.00 +2.1%
224 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 3,256.0 $1.0M 0.09% +29.0 +0.9% $317.53 -9.4%
225 MCK MCKESSON CORP Healthcare 1,366.0 $1.0M 0.09% $755.60 +11.0%
226 INCY INCYTE CORP Healthcare 8,995.0 $1.0M 0.08% $113.36 +12.2%
227 RRX REGAL REXNORD CORPORATION Industrials 4,265.0 $1.0M 0.08% $238.19 -30.4%
228 OGE OGE ENERGY CORP Utilities 20,781.0 $1.0M 0.08% $48.66 -4.0%
229 CNP CENTERPOINT ENERGY INC Utilities 22,950.0 $1.0M 0.08% $44.04 -8.7%
230 SYNA SYNAPTICS INC Technology 8,134.0 $1.0M 0.08% -5K -37.1% $124.23 -21.1%
231 ARCB ARCBEST CORP Industrials 7,031.0 $1.0M 0.08% $143.54 -5.3%
232 EOG EOG RES INC Energy 7,777.0 $1.0M 0.08% -180.0 -2.3% $129.73 +17.3%
233 VTR VENTAS INC Real Estate 11,331.0 $1.0M 0.08% $88.80 +4.4%
234 SPOT SPOTIFY TECHNOLOGY S A Communication Services 2,190.0 $1.0M 0.08% +50.0 +2.3% $459.13 +16.1%
235 ROCK GIBRALTAR INDS INC Industrials 22,265.0 $1.0M 0.08% +7K +49.6% $45.10 +2.9%
236 FDX FEDEX CORP Industrials 3,189.0 $999K 0.08% $313.13 +4.1%
237 NX QUANEX BLDG PRODS CORP Industrials 53,042.0 $988K 0.08% +7K +16.1% $18.62 +5.9%
238 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 15,824.0 $985K 0.08% $62.22 -31.9%
239 ARMK ARAMARK Industrials 17,274.0 $983K 0.08% NEW $56.90 +4.3%
240 SLB SLB LIMITED Energy 21,099.0 $981K 0.08% +105.0 +0.5% $46.49 +15.2%
Page 12 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%