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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 22 of 25  ·  496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 ARCC ARES CAPITAL CORP Financial Services 16,027.0 $297K 0.03% $18.53 +6.9%
422 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 1,087.0 $296K 0.02% NEW $271.95 -13.7%
423 GPN GLOBAL PMTS INC Industrials 4,060.0 $295K 0.02% +793.0 +24.3% $72.56 +26.4%
424 WPM WHEATON PRECIOUS METALS CORP Basic Materials 2,587.0 $291K 0.02% $112.32 +31.3%
425 NTNX NUTANIX INC Technology 5,692.0 $290K 0.02% NEW $50.96 +28.4%
426 BSM BLACK STONE MINERALS L P Energy 20,737.0 $290K 0.02% +161.0 +0.8% $13.97 +4.4%
427 CB CHUBB LIMITED Financial Services 850.0 $290K 0.02% $340.74 +0.1%
428 VPG VISHAY PRECISION GROUP INC Technology 1,923.0 $288K 0.02% -9K -83.0% $149.91 -57.9%
429 SU SUNCOR ENERGY INC NEW Energy 5,340.0 $287K 0.02% -551.0 -9.3% $53.68 +25.7%
430 RMBS RAMBUS INC DEL Technology 2,148.0 $285K 0.02% -14K -86.7% $132.74 -31.6%
431 BA BOEING CO Industrials 1,316.0 $285K 0.02% -128.0 -8.9% $216.47 +2.6%
432 NVS NOVARTIS AG Healthcare 1,802.0 $282K 0.02% +72.0 +4.2% $156.72 +2.3%
433 DY DYCOM INDS INC Industrials 556.0 $281K 0.02% NEW $505.59 -20.3%
434 APH AMPHENOL CORP Technology 1,590.0 $280K 0.02% -213.0 -11.8% $176.32 -11.5%
435 SJM SMUCKER J M CO Consumer Defensive 2,491.0 $280K 0.02% +132.0 +5.6% $112.50 +9.2%
436 VALE VALE S A Basic Materials 18,601.0 $280K 0.02% +2K +14.6% $15.04 -7.6%
437 ADI ANALOG DEVICES INC Technology 698.0 $277K 0.02% $397.17 -6.0%
438 ZS ZSCALER INC Technology 1,959.0 $277K 0.02% +137.0 +7.5% $141.15 +30.8%
439 ALGN ALIGN TECHNOLOGY INC Healthcare 1,635.0 $276K 0.02% -75.0 -4.4% $168.66 -3.3%
440 SWK STANLEY BLACK & DECKER INC Industrials 2,906.0 $274K 0.02% NEW $94.12 +6.0%
Page 22 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%