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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 15 of 26  ·  503 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SMURFIT WESTROCK PLC 18,303.0 $708K 0.07% NEW $38.67
282 NX QUANEX BLDG PRODS CORP Industrials 45,697.0 $703K 0.07% NEW $15.38 +21.3%
283 EA ELECTRONIC ARTS INC Communication Services 3,431.0 $701K 0.07% NEW $204.33 -1.6%
284 THRM GENTHERM INC Consumer Cyclical 19,275.0 $701K 0.07% NEW $36.37 -4.0%
285 TXT TEXTRON INC Industrials 8,042.0 $701K 0.07% NEW $87.17 +6.1%
286 DD DUPONT DE NEMOURS INC Basic Materials 17,366.0 $698K 0.07% NEW $40.20 +18.7%
287 VICI VICI PPTYS INC Real Estate 24,632.0 $693K 0.07% NEW $28.12 +0.9%
288 MP MP MATERIALS CORP Basic Materials 13,689.0 $692K 0.07% NEW $50.52 +34.6%
289 MET METLIFE INC Financial Services 8,642.0 $682K 0.07% NEW $78.94 +4.0%
290 GLPG GALAPAGOS NV Healthcare 20,849.0 $682K 0.07% NEW $32.70 -13.4%
291 STZ CONSTELLATION BRANDS INC Consumer Defensive 4,917.0 $678K 0.07% NEW $137.96 +3.3%
292 EPAC ENERPAC TOOL GROUP CORP Industrials 17,730.0 $678K 0.07% NEW $38.24 -10.9%
293 NI NISOURCE INC Utilities 16,214.0 $677K 0.07% NEW $41.76 +12.2%
294 GLW CORNING INC Technology 7,712.0 $675K 0.07% NEW $87.56 +111.2%
295 NOBL PROSHARES TR 6,434.0 $670K 0.06% NEW $104.07 -48.1%
296 CFR CULLEN FROST BANKERS INC Financial Services 5,274.0 $668K 0.06% NEW $126.63 +7.9%
297 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 7,355.0 $661K 0.06% NEW $89.92 -7.6%
298 AMKR AMKOR TECHNOLOGY INC Technology 16,615.0 $656K 0.06% NEW $39.48 +79.6%
299 EVRG EVERGY INC Utilities 8,803.0 $638K 0.06% NEW $72.49 +14.9%
300 ROP ROPER TECHNOLOGIES INC Industrials 1,418.0 $631K 0.06% NEW $445.13 -28.0%
Page 15 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%