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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 23 of 25  ·  496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 ITW ILLINOIS TOOL WKS INC Industrials 1,010.0 $273K 0.02% -29.0 -2.8% $270.47 +5.1%
442 PSTG EVERPURE INC 3,412.0 $269K 0.02% NEW $78.79
443 BBY BEST BUY INC Consumer Cyclical 3,529.0 $268K 0.02% -28.0 -0.8% $75.88 +17.6%
444 SSD SIMPSON MFG INC Industrials 1,256.0 $263K 0.02% $209.35 -7.7%
445 MTDR MATADOR RES CO Energy 5,264.0 $262K 0.02% +800.0 +17.9% $49.78 +16.5%
446 SUZ SUZANO S A Basic Materials 33,314.0 $259K 0.02% -352.0 -1.1% $7.76 +7.5%
447 DGRO ISHARES TR 3,404.0 $258K 0.02% $75.79 +5.6%
448 OTIS OTIS WORLDWIDE CORP Industrials 3,596.0 $257K 0.02% +30.0 +0.8% $71.60 +0.5%
449 EQIX EQUINIX INC Real Estate 247.0 $257K 0.02% -45.0 -15.4% $1042.39 +3.3%
450 IP INTERNATIONAL PAPER CO Consumer Cyclical 6,721.0 $256K 0.02% +990.0 +17.3% $38.10 +7.8%
451 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 123.0 $256K 0.02% $2080.79 +4.3%
452 HII HUNTINGTON INGALLS INDS INC Industrials 913.0 $256K 0.02% $279.89 +11.4%
453 KR KROGER CO Consumer Defensive 4,580.0 $254K 0.02% -32.0 -0.7% $55.53 +1.3%
454 BKR BAKER HUGHES COMPANY Energy 4,539.0 $252K 0.02% -273.0 -5.7% $55.50 +16.2%
455 GD GENERAL DYNAMICS CORP Industrials 704.0 $249K 0.02% $354.24 +10.8%
456 RIO RIO TINTO PLC Basic Materials 2,625.0 $249K 0.02% $94.93 +5.8%
457 SXI STANDEX INTL CORP Industrials 692.0 $248K 0.02% -260.0 -27.3% $357.67 -12.6%
458 GKOS GLAUKOS CORP Healthcare 1,762.0 $246K 0.02% NEW $139.76 +35.6%
459 HPQ HP INC Technology 11,173.0 $245K 0.02% NEW $21.94 +36.5%
460 FNV FRANCO NEV CORP Basic Materials 1,171.0 $244K 0.02% +30.0 +2.6% $208.44 +20.5%
Page 23 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%