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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 21 of 25  ·  496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 DVN DEVON ENERGY CORP NEW Energy 7,856.0 $325K 0.03% NEW $41.32 +16.6%
402 URI UNITED RENTALS INC Industrials 284.0 $322K 0.03% -9.0 -3.1% $1132.89 -1.4%
403 IWM ISHARES TR 1,065.0 $320K 0.03% -10K -90.2% $300.45 +0.4%
404 SAN BANCO SANTANDER SA Financial Services 23,022.0 $318K 0.03% $13.80 +2.7%
405 O REALTY INCOME CORP Real Estate 5,074.0 $314K 0.03% $61.96 +1.6%
406 BBAI BIGBEAR AI HLDGS INC Technology 85,385.0 $313K 0.03% +752.0 +0.9% $3.67 -13.6%
407 CVLT COMMVAULT SYS INC Technology 2,201.0 $312K 0.03% NEW $141.73 -3.1%
408 WDS WOODSIDE ENERGY GROUP LTD Energy 16,125.0 $312K 0.03% -778.0 -4.6% $19.32 +23.7%
409 SO SOUTHERN CO Utilities 3,252.0 $311K 0.03% -46.0 -1.4% $95.71 -3.7%
410 NUE NUCOR CORP Basic Materials 1,396.0 $311K 0.03% +62.0 +4.7% $222.75 +11.7%
411 SPXC SPX TECHNOLOGIES INC Industrials 1,261.0 $309K 0.03% -9.0 -0.7% $245.17 -15.2%
412 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 5,841.0 $308K 0.03% $52.65 +25.5%
413 BLK BLACKROCK INC Financial Services 318.0 $306K 0.03% -61.0 -16.1% $961.56 +20.5%
414 PKG PACKAGING CORP AMER Consumer Cyclical 1,280.0 $305K 0.03% +91.0 +7.7% $238.28 +6.1%
415 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 8,632.0 $304K 0.03% $35.22 +2.9%
416 ESAB ESAB CORPORATION Industrials 3,076.0 $303K 0.03% +540.0 +21.3% $98.63 -20.0%
417 ALB ALBEMARLE CORP Basic Materials 2,236.0 $302K 0.03% $135.03 -0.6%
418 NOVT NOVANTA INC Technology 1,856.0 $301K 0.03% -57.0 -3.0% $162.24 -10.0%
419 AMCOR PLC 6,894.0 $299K 0.03% NEW $43.35
420 E ENI SPA Energy 6,366.0 $298K 0.03% -684.0 -9.7% $46.86 +19.4%
Page 21 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%