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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 8 of 25  ·  496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DIGITALBRIDGE GROUP INC 104,858.0 $1.7M 0.14% $15.78
142 PLD PROLOGIS INC. Real Estate 12,195.0 $1.7M 0.14% -562.0 -4.4% $135.47 +4.4%
143 CRGY CRESCENT ENERGY COMPANY Energy 167,634.0 $1.6M 0.14% $9.82 +38.5%
144 LCF TOUCHSTONE ETF TRUST 37,603.0 $1.6M 0.13% +3K +9.2% $43.18 +6.4%
145 CORZ CORE SCIENTIFIC INC NEW Technology 62,660.0 $1.6M 0.13% -46K -42.6% $25.59 -29.0%
146 SRE SEMPRA Utilities 17,247.0 $1.6M 0.13% -1K -5.6% $92.71 -5.2%
147 NBHC NATIONAL BK HLDGS CORP Financial Services 35,642.0 $1.6M 0.13% $44.43 -6.1%
148 CVS CVS HEALTH CORP Healthcare 15,244.0 $1.6M 0.13% -452.0 -2.9% $103.45 -9.1%
149 LPX LOUISIANA PAC CORP Basic Materials 20,006.0 $1.6M 0.13% +7K +59.3% $78.66 -5.8%
150 STAG STAG INDUSTRIAL INC Real Estate 41,122.0 $1.6M 0.13% +12K +41.5% $38.06 -3.8%
151 INTC INTEL CORP Technology 11,043.0 $1.5M 0.13% -443.0 -3.9% $139.63 -34.0%
152 GILD GILEAD SCIENCES INC Healthcare 12,186.0 $1.5M 0.13% -91.0 -0.7% $126.34 +14.6%
153 CTRE CARETRUST REIT INC Real Estate 38,097.0 $1.5M 0.13% +12K +48.2% $40.35 -1.0%
154 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 12,455.0 $1.5M 0.13% $123.29 +8.2%
155 OSEA HARBOR ETF TRUST 49,961.0 $1.5M 0.13% $30.54 +0.3%
156 PZZA PAPA JOHNS INTL INC Consumer Cyclical 41,485.0 $1.5M 0.13% $36.77 -37.4%
157 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 43,765.0 $1.5M 0.13% +12K +39.1% $34.73 +17.6%
158 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 80,599.0 $1.5M 0.12% +8K +11.0% $18.57 -26.0%
159 BHP BHP BILLITON LIMITED Basic Materials 17,752.0 $1.5M 0.12% +419.0 +2.4% $83.31 +12.2%
160 CWST CASELLA WASTE SYS INC Industrials 15,194.0 $1.5M 0.12% NEW $96.97 -4.7%
Page 8 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%