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Portfolio (Quarterly) Guide ↗

MOODY NATIONAL BANK TRUST DIVISION

· CIK 0001092903
13F Portfolio $1.1B AUM 794 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 40 New 199 Added 167 Reduced 42 Exited
Page 15 of 26  ·  501 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TXT TEXTRON INC Industrials 8,133.0 $712K 0.07% +91.0 +1.1% $87.56 +4.9%
282 ALGM ALLEGRO MICROSYSTEMS INC Technology 22,355.0 $705K 0.07% -16K -41.9% $31.53 +61.6%
283 EA ELECTRONIC ARTS INC Communication Services 3,454.0 $704K 0.07% +23.0 +0.7% $203.87 -1.3%
284 APOG APOGEE ENTERPRISES INC Industrials 20,860.0 $700K 0.07% -13K -38.8% $33.54 +12.6%
285 ARCB ARCBEST CORP Industrials 7,031.0 $692K 0.07% $98.36 +36.1%
286 CFR CULLEN FROST BANKERS INC Financial Services 5,014.0 $687K 0.07% -260.0 -4.9% $137.08 -0.1%
287 TOST TOAST INC Technology 25,913.0 $687K 0.07% -43K -62.2% $26.51 -4.8%
288 COHU COHU INC Technology 22,352.0 $684K 0.07% $30.62 +76.0%
289 NOBL PROSHARES TR 6,434.0 $682K 0.07% $106.01 -49.0%
290 GXO GXO LOGISTICS INCORPORATED Industrials 13,059.0 $677K 0.06% +2K +17.7% $51.85 -1.9%
291 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2,295.0 $667K 0.06% +27.0 +1.2% $290.49 -2.4%
292 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 11,775.0 $665K 0.06% $56.45 -2.1%
293 APA APA CORPORATION Energy 15,637.0 $664K 0.06% $42.44 -13.8%
294 FCX FREEPORT MCMORAN INC Basic Materials 11,273.0 $663K 0.06% -594.0 -5.0% $58.78 +11.6%
295 MP MP MATERIALS CORP Basic Materials 13,689.0 $661K 0.06% $48.26 +39.8%
296 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 7,246.0 $655K 0.06% -109.0 -1.5% $90.42 -8.1%
297 VICI VICI PPTYS INC Real Estate 23,875.0 $652K 0.06% -757.0 -3.1% $27.32 +3.3%
298 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 9,139.0 $651K 0.06% -284.0 -3.0% $71.18 -11.5%
299 PSX PHILLIPS 66 Energy 3,516.0 $641K 0.06% +80.0 +2.3% $182.18 -2.4%
300 MET METLIFE INC Financial Services 9,011.0 $637K 0.06% +369.0 +4.3% $70.72 +15.8%
Page 15 of 26  ·  501 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 27.5%
Financial Services 16.0%
Industrials 10.9%
Consumer Cyclical 10.1%
Healthcare 8.9%
Communication Services 6.8%
Energy 6.6%
Consumer Defensive 4.3%
Basic Materials 4.2%
Utilities 2.7%