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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 24 of 25  ·  496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 ARKK ARK ETF TR 3,000.0 $242K 0.02% $80.82 +3.1%
462 SITM SITIME CORP Technology 325.0 $242K 0.02% NEW $745.56 -17.0%
463 JCI JOHNSON CONTROLS INTERNATION Industrials 1,645.0 $240K 0.02% +22.0 +1.4% $146.11 -0.8%
464 PGR PROGRESSIVE CORP Financial Services 1,056.0 $231K 0.02% -121.0 -10.3% $218.45 -0.5%
465 WY WEYERHAEUSER CO Real Estate 9,608.0 $230K 0.02% +1K +11.7% $23.94 +2.8%
466 CMCSA COMCAST CORP NEW Communication Services 9,352.0 $230K 0.02% -4K -28.3% $24.55 +8.3%
467 PH PARKER-HANNIFIN CORP Industrials 233.0 $228K 0.02% NEW $978.12 +4.6%
468 UPBOUND GROUP INC 10,719.0 $227K 0.02% NEW $21.22
469 BDX BECTON DICKINSON & CO Healthcare 1,503.0 $227K 0.02% -557.0 -27.0% $151.33 +24.0%
470 ADBE ADOBE INC Technology 1,099.0 $225K 0.02% -256.0 -18.9% $205.02 +32.9%
471 PCAR PACCAR INC Industrials 1,873.0 $225K 0.02% $120.12 +6.1%
472 WMB WILLIAMS COS INC Energy 3,010.0 $224K 0.02% -76.0 -2.5% $74.34 -1.5%
473 EAT BRINKER INTL INC Consumer Cyclical 1,324.0 $222K 0.02% NEW $168.00 +39.0%
474 CCJ CAMECO CORP Energy 2,183.0 $222K 0.02% +235.0 +12.1% $101.86 -3.8%
475 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 2,653.0 $219K 0.02% NEW $82.40 -5.2%
476 CSW INDUSTRIALS INC 785.0 $218K 0.02% +9.0 +1.2% $278.30
477 AVY AVERY DENNISON CORP Industrials 1,341.0 $218K 0.02% -51.0 -3.7% $162.35 +12.8%
478 SPGI S&P GLOBAL INC Financial Services 533.0 $217K 0.02% -111.0 -17.2% $407.26 +4.8%
479 HWM HOWMET AEROSPACE INC Industrials 806.0 $217K 0.02% NEW $268.86 +5.4%
480 DLR DIGITAL RLTY TR INC Real Estate 1,202.0 $216K 0.02% +36.0 +3.1% $179.58 +7.1%
Page 24 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%