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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 6 of 25  ·  496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IBM INTERNATIONAL BUSINESS MACHS Technology 7,750.0 $2.2M 0.18% +314.0 +4.2% $281.21 -15.7%
102 DEM WISDOMTREE TR 39,747.0 $2.1M 0.18% $53.79 +1.8%
103 DDWM WISDOMTREE TR 46,177.0 $2.1M 0.18% $46.18 +1.9%
104 EXP EAGLE MATLS INC Basic Materials 9,470.0 $2.1M 0.18% $225.00 -8.3%
105 PEP PEPSICO INC Consumer Defensive 15,635.0 $2.1M 0.17% $135.40 +5.3%
106 TWST TWIST BIOSCIENCE CORP Healthcare 20,316.0 $2.1M 0.17% NEW $102.88 +38.4%
107 VUSB VANGUARD BD INDEX FDS 41,817.0 $2.1M 0.17% +423.0 +1.0% $49.78 -0.1%
108 TMO THERMO FISHER SCIENTIFIC INC Healthcare 4,099.0 $2.1M 0.17% -56.0 -1.4% $501.36 +22.4%
109 CTVA CORTEVA INC Basic Materials 23,865.0 $2.0M 0.17% +604.0 +2.6% $84.69 -7.2%
110 TEX TEREX CORP NEW Industrials 27,850.0 $2.0M 0.17% +2K +8.8% $72.39 -10.8%
111 PFE PFIZER INC Healthcare 83,566.0 $2.0M 0.17% -582.0 -0.7% $24.08 +17.3%
112 FELE FRANKLIN ELEC INC Industrials 18,468.0 $2.0M 0.16% +1K +8.1% $107.19 -2.9%
113 ROKU ROKU INC Communication Services 14,268.0 $2.0M 0.16% NEW $138.14 +13.5%
114 IEMG ISHARES INC 23,517.0 $1.9M 0.16% $82.84 -2.7%
115 UNP UNION PAC CORP Industrials 7,111.0 $1.9M 0.16% -180.0 -2.5% $272.00 +11.0%
116 DFAS DIMENSIONAL ETF TRUST 23,365.0 $1.9M 0.16% +217.0 +0.9% $82.34 +1.1%
117 LIN LINDE PLC Basic Materials 3,689.0 $1.9M 0.16% +35.0 +1.0% $518.94 -7.3%
118 NOC NORTHROP GRUMMAN CORP Industrials 3,741.0 $1.9M 0.16% $509.31 +14.4%
119 VLO VALERO ENERGY CORP Energy 7,295.0 $1.9M 0.16% -326.0 -4.3% $260.44 +33.0%
120 C CITIGROUP INC Financial Services 13,517.0 $1.9M 0.16% $139.96 -5.1%
Page 6 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%