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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 16 of 25  ·  496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PRU PRUDENTIAL FINL INC Financial Services 6,474.0 $699K 0.06% +360.0 +5.9% $107.93 +13.2%
302 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2,304.0 $675K 0.06% $293.18 +3.4%
303 UAL UNITED AIRLS HLDGS INC Industrials 4,957.0 $674K 0.06% $135.99 -14.9%
304 AIR AAR CORP Industrials 4,696.0 $671K 0.06% -1K -17.7% $142.93 -2.6%
305 STZ CONSTELLATION BRANDS INC Consumer Defensive 4,726.0 $657K 0.05% -278.0 -5.6% $139.09 -4.0%
306 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 19,240.0 $654K 0.05% -341.0 -1.7% $34.00 +1.9%
307 USB US BANCORP Financial Services 10,663.0 $644K 0.05% -266.0 -2.4% $60.40 +4.0%
308 FCX FREEPORT MCMORAN INC Basic Materials 10,222.0 $643K 0.05% -1K -9.3% $62.89 +9.9%
309 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 9,997.0 $640K 0.05% +858.0 +9.4% $64.01 +16.6%
310 CSL CARLISLE COS INC Industrials 1,764.0 $640K 0.05% +14.0 +0.8% $362.75 +0.8%
311 COHU COHU INC Technology 8,656.0 $640K 0.05% -14K -61.3% $73.91 -25.3%
312 VICI VICI PPTYS INC Real Estate 23,739.0 $630K 0.05% -136.0 -0.6% $26.55 -0.7%
313 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 7,302.0 $629K 0.05% +56.0 +0.8% $86.09 +17.0%
314 TMUS T-MOBILE US INC Communication Services 3,721.0 $624K 0.05% +76.0 +2.1% $167.73 +8.7%
315 ANGO ANGIODYNAMICS INC Healthcare 47,927.0 $624K 0.05% $13.01 +23.5%
316 AGI ALAMOS GOLD INC Basic Materials 20,379.0 $618K 0.05% $30.34 +17.8%
317 EPAC ENERPAC TOOL GROUP CORP Industrials 17,210.0 $617K 0.05% +440.0 +2.6% $35.86 +2.5%
318 PSX PHILLIPS 66 Energy 3,561.0 $602K 0.05% +45.0 +1.3% $169.05 +43.3%
319 CMS CMS ENERGY CORP Utilities 7,770.0 $594K 0.05% +41.0 +0.5% $76.50 -7.7%
320 PLAB PHOTRONICS INC Technology 18,228.0 $593K 0.05% NEW $32.53 -5.6%
Page 16 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%