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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 14 of 25  ·  496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NEO NEOGENOMICS INC Healthcare 58,975.0 $860K 0.07% $14.59 +12.4%
262 EXPE EXPEDIA GROUP INC Consumer Cyclical 3,345.0 $856K 0.07% $255.88 +27.2%
263 MDT MEDTRONIC PLC Healthcare 10,919.0 $854K 0.07% -188.0 -1.7% $78.23 +18.6%
264 HP HELMERICH & PAYNE INC Energy 26,043.0 $853K 0.07% $32.74 +34.1%
265 HWC HANCOCK WHITNEY CORPORATION Financial Services 11,217.0 $838K 0.07% -7K -37.0% $74.72 +1.4%
266 UMAC UNUSUAL MACHS INC Financial Services 37,344.0 $833K 0.07% -6K -13.3% $22.30 +13.7%
267 ET ENERGY TRANSFER L P Energy 43,365.0 $829K 0.07% $19.12 +11.1%
268 RJF RAYMOND JAMES FINL INC Financial Services 5,434.0 $826K 0.07% $152.03 +14.1%
269 FROG JFROG LTD Technology 9,050.0 $822K 0.07% NEW $90.88 -1.6%
270 TFC TRUIST FINL CORP Financial Services 16,308.0 $812K 0.07% -159.0 -1.0% $49.82 +1.5%
271 TOTALENERGIES SE 10,391.0 $808K 0.07% -1K -9.5% $77.76
272 CASY CASEYS GEN STORES INC Consumer Cyclical 1,013.0 $805K 0.07% NEW $794.79 +3.0%
273 REGN REGENERON PHARMACEUTICALS Healthcare 1,274.0 $794K 0.07% -8.0 -0.6% $623.54 +33.5%
274 COLB COLUMBIA BKG SYS INC Financial Services 24,687.0 $791K 0.07% -5K -15.7% $32.05 -3.6%
275 CI THE CIGNA GROUP Healthcare 2,866.0 $790K 0.07% $275.68 -0.3%
276 GTLS CHART INDS INC Industrials 3,781.0 $790K 0.07% $208.94 +0.5%
277 MET METLIFE INC Financial Services 9,297.0 $787K 0.07% +286.0 +3.2% $84.61 +11.7%
278 GXO GXO LOGISTICS INCORPORATED Industrials 15,495.0 $786K 0.07% +2K +18.6% $50.70 -10.8%
279 MDLZ MONDELEZ INTL INC Consumer Defensive 13,509.0 $781K 0.07% -1K -7.8% $57.84 +11.3%
280 DUK DUKE ENERGY CORP NEW Utilities 6,112.0 $774K 0.06% $126.58 -2.5%
Page 14 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%