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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 20 of 25  ·  496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 DG DOLLAR GEN CORP Consumer Defensive 3,239.0 $373K 0.03% +410.0 +14.5% $115.11 +6.3%
382 BE BLOOM ENERGY CORP Industrials 1,227.0 $371K 0.03% -555.0 -31.1% $302.70 -31.7%
383 LMT LOCKHEED MARTIN CORP Industrials 726.0 $370K 0.03% -42.0 -5.5% $509.46 +15.6%
384 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,810.0 $370K 0.03% -52.0 -1.8% $131.58 +5.4%
385 TRIN TRINITY CAP INC Financial Services 20,564.0 $368K 0.03% $17.89 +1.3%
386 WELL WELLTOWER INC Real Estate 1,614.0 $366K 0.03% -84.0 -5.0% $226.97 +3.9%
387 FISV FISERV INC Technology 7,448.0 $365K 0.03% +1K +16.4% $49.05 +6.2%
388 KRP KIMBELL RTY PARTNERS LP Energy 25,000.0 $363K 0.03% $14.53 +3.5%
389 HAL HALLIBURTON CO Energy 10,666.0 $362K 0.03% $33.95 +3.2%
390 WDC WESTERN DIGITAL CORP Technology 562.0 $359K 0.03% NEW $638.72 -27.7%
391 UPS UNITED PARCEL SVCS INC Industrials 3,321.0 $357K 0.03% +71.0 +2.2% $107.50 -4.3%
392 LAMR LAMAR ADVERTISING CO Real Estate 2,284.0 $356K 0.03% $155.98 -1.3%
393 PNW PINNACLE WEST CAP CORP Utilities 3,301.0 $353K 0.03% $107.00 -7.1%
394 AMGN AMGEN INC Healthcare 968.0 $351K 0.03% -29.0 -2.9% $362.12 +22.2%
395 LUV SOUTHWEST AIRLS CO Industrials 6,776.0 $348K 0.03% $51.42 -19.4%
396 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 17,351.0 $345K 0.03% -1K -7.6% $19.89 +8.4%
397 WES WESTERN MIDSTREAM PARTNERS L Energy 7,547.0 $330K 0.03% $43.76 +12.0%
398 PODD INSULET CORP Healthcare 2,169.0 $330K 0.03% +29.0 +1.4% $152.25 -0.5%
399 YUMC YUM CHINA HLDGS INC Consumer Cyclical 8,000.0 $327K 0.03% $40.87 +16.4%
400 TROW PRICE T ROWE GROUP INC Financial Services 2,864.0 $326K 0.03% +284.0 +11.0% $113.69 -1.3%
Page 20 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%