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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 7 of 25  ·  496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 19,644.0 $1.9M 0.16% $96.12 -50.7%
122 MARA MARA HOLDINGS INC Financial Services 133,775.0 $1.9M 0.15% NEW $13.89 -30.5%
123 MPWR MONOLITHIC PWR SYS INC Technology 1,344.0 $1.9M 0.15% $1382.36 -5.9%
124 AZZ AZZ INC Industrials 11,924.0 $1.8M 0.15% -2K -16.3% $155.05 -7.4%
125 MGNI MAGNITE INC Communication Services 97,202.0 $1.8M 0.15% +44K +82.3% $18.98 +25.7%
126 TJX TJX COS INC NEW Consumer Cyclical 12,124.0 $1.8M 0.15% $151.50 -4.6%
127 RTX RTX CORPORATION Industrials 9,637.0 $1.8M 0.15% -781.0 -7.5% $189.73 +16.1%
128 NEM NEWMONT CORP Basic Materials 19,485.0 $1.8M 0.15% +211.0 +1.1% $93.40 +33.9%
129 TCBI TEXAS CAP BANCSHARES INC Financial Services 17,432.0 $1.8M 0.15% $103.26 -4.9%
130 NEE NEXTERA ENERGY INC Utilities 20,458.0 $1.8M 0.15% -997.0 -4.7% $87.77 -2.1%
131 TXN TEXAS INSTRS INC Technology 6,024.0 $1.8M 0.15% $298.07 -10.3%
132 PNC PNC FINL SVCS GROUP INC Financial Services 7,264.0 $1.8M 0.15% -317.0 -4.2% $246.22 +0.1%
133 CRWD CROWDSTRIKE HLDGS INC Technology 2,327.0 $1.8M 0.15% +39.0 +1.7% $190.79 +5.7%
134 SCHW SCHWAB CHARLES CORP Financial Services 19,220.0 $1.8M 0.15% -994.0 -4.9% $92.27 +20.2%
135 GLW CORNING INC Technology 6,759.0 $1.7M 0.14% +71.0 +1.1% $255.43 -40.3%
136 EPD ENTERPRISE PRODS PARTNERS L Energy 46,777.0 $1.7M 0.14% $36.76 +3.7%
137 EMCB WISDOMTREE TR 25,624.0 $1.7M 0.14% +2K +10.4% $66.18 -0.1%
138 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 55,150.0 $1.7M 0.14% -3K -5.7% $30.71 +20.0%
139 ISRG INTUITIVE SURGICAL INC Healthcare 4,208.0 $1.7M 0.14% +96.0 +2.3% $397.68 +0.0%
140 CAVA CAVA GROUP INC Consumer Cyclical 21,298.0 $1.7M 0.14% -2K -10.2% $78.48 -8.8%
Page 7 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%