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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 5 of 25  ·  496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 QXO QXO INC Industrials 156,350.0 $2.7M 0.22% +48K +43.8% $17.28 -18.3%
82 AXP AMERICAN EXPRESS CO Financial Services 7,897.0 $2.7M 0.22% +302.0 +4.0% $338.25 +0.5%
83 KRNT KORNIT DIGITAL LTD Industrials 163,189.0 $2.7M 0.22% -11K -6.1% $16.25 +3.3%
84 MRK MERCK & CO INC Healthcare 20,628.0 $2.7M 0.22% -563.0 -2.7% $128.50 +18.5%
85 IPGP IPG PHOTONICS CORP Technology 22,494.0 $2.6M 0.22% +2K +11.0% $117.32 -34.7%
86 ONTO ONTO INNOVATION INC Technology 6,955.0 $2.6M 0.22% -7K -49.5% $378.45 -20.9%
87 MS MORGAN STANLEY Financial Services 12,034.0 $2.5M 0.21% -860.0 -6.7% $209.04 +2.5%
88 VGSH VANGUARD SCOTTSDALE FDS 43,219.0 $2.5M 0.21% $58.20 -0.1%
89 ZETA ZETA GLOBAL HOLDINGS CORP Technology 126,430.0 $2.5M 0.21% +48K +60.6% $19.68 +46.3%
90 BDC BELDEN INC Technology 20,636.0 $2.5M 0.20% +8K +66.1% $119.91 +7.1%
91 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 2,527.0 $2.4M 0.20% -243.0 -8.8% $965.00 -13.7%
92 RGEN REPLIGEN CORP Healthcare 17,728.0 $2.4M 0.20% NEW $136.44 +29.3%
93 NFLX NETFLIX INC. Communication Services 33,466.0 $2.4M 0.20% +494.0 +1.5% $71.40 +12.4%
94 ANET ARISTA NETWORKS INC Technology 13,903.0 $2.4M 0.20% +12K +746.7% $169.88 +9.8%
95 SBR SABINE RTY TR Energy 31,896.0 $2.3M 0.19% -3K -9.3% $73.20 -1.2%
96 S SENTINELONE INC Technology 136,518.0 $2.3M 0.19% +57K +72.2% $16.97 +25.6%
97 SBUX STARBUCKS CORP Consumer Cyclical 22,570.0 $2.3M 0.19% $102.19 +2.7%
98 GNRC GENERAC HLDGS INC Industrials 7,742.0 $2.3M 0.19% NEW $292.81 -28.0%
99 ORCL ORACLE CORP Technology 15,395.0 $2.3M 0.19% +278.0 +1.8% $146.55 -1.9%
100 QCOM QUALCOMM INC Technology 12,036.0 $2.2M 0.18% $184.79 -12.4%
Page 5 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%