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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 17 of 25  ·  496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 KLAC KLA CORP Technology 1,960.0 $591K 0.05% +2K +900.0% $301.71 -37.9%
322 ON ON SEMICONDUCTOR CORP Technology 6,120.0 $579K 0.05% -2K -27.5% $94.54 -19.0%
323 MP MP MATERIALS CORP Basic Materials 10,277.0 $576K 0.05% -3K -24.9% $56.01 +1.2%
324 OLN OLIN CORP Basic Materials 28,556.0 $566K 0.05% $19.82 -5.6%
325 EPR EPR PPTYS Real Estate 9,682.0 $562K 0.05% $58.01 +4.5%
326 CAH CARDINAL HEALTH INC Healthcare 2,363.0 $561K 0.05% -41.0 -1.7% $237.56 -1.1%
327 VMC VULCAN MATLS CO Basic Materials 1,886.0 $556K 0.05% +11.0 +0.6% $295.01 -6.3%
328 ATR APTARGROUP INC Healthcare 4,392.0 $550K 0.05% $125.20 +6.2%
329 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 11,653.0 $549K 0.04% -122.0 -1.0% $47.13 +1.0%
330 ZTS ZOETIS INC Healthcare 7,639.0 $549K 0.04% +595.0 +8.4% $71.86 +6.7%
331 PAGAYA TECHNOLOGIES LTD 30,025.0 $548K 0.04% +418.0 +1.4% $18.25
332 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 58,017.0 $545K 0.04% NEW $9.39 +19.0%
333 NVO NOVO-NORDISK A S Healthcare 11,352.0 $544K 0.04% NEW $47.94 -3.0%
334 CARR CARRIER GLOBAL CORPORATION Industrials 7,399.0 $543K 0.04% +259.0 +3.6% $73.35 -16.6%
335 PNR PENTAIR PLC Industrials 7,072.0 $542K 0.04% +64.0 +0.9% $76.66 -14.4%
336 GSK GSK PLC Healthcare 10,227.0 $536K 0.04% $52.42 +0.9%
337 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 6,870.0 $525K 0.04% -111.0 -1.6% $76.40 +5.7%
338 NRG NRG ENERGY INC Utilities 3,576.0 $522K 0.04% +170.0 +5.0% $146.06 -17.4%
339 ENTERGY CORP NEW 4,495.0 $516K 0.04% -611.0 -12.0% $114.86
340 SNDK SANDISK CORP Technology 225.0 $512K 0.04% NEW $2273.73 -31.0%
Page 17 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%