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Portfolio (Quarterly) Guide ↗

American National Bank of Texas

· CIK 0002086953
13F Portfolio $105M AUM 63 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 13 Added 21 Reduced 4 Exited
Page 3 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MA MASTERCARD INCORPORATED Financial Services 635.0 $317K 0.30% +183.0 +40.5% $499.66 +1.2%
42 HD HOME DEPOT INC Consumer Cyclical 888.0 $292K 0.28% -44.0 -4.7% $328.89 -8.8%
43 IEMG ISHARES INC 4,181.0 $292K 0.28% NEW $69.75 +12.6%
44 HAL HALLIBURTON CO Energy 7,456.0 $291K 0.28% $38.99 +9.7%
45 HON HONEYWELL INTL INC Industrials 1,275.0 $288K 0.28% -200.0 -13.6% $226.03 -3.9%
46 IEFA ISHARES TR 3,137.0 $284K 0.27% NEW $90.53 +5.3%
47 CL COLGATE PALMOLIVE CO Consumer Defensive 3,260.0 $278K 0.27% -55.0 -1.7% $85.23 +5.6%
48 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 450.0 $278K 0.26% $616.76 +5.7%
49 PM PHILIP MORRIS INTL INC Consumer Defensive 1,588.0 $263K 0.25% -30.0 -1.9% $165.34 +15.8%
50 EW EDWARDS LIFESCIENCES CORP Healthcare 3,254.0 $261K 0.25% -598.0 -15.5% $80.08 +2.9%
51 LHX L3HARRIS TECHNOLOGIES INC Industrials 682.0 $235K 0.22% -121.0 -15.1% $345.15 -9.8%
52 TT TRANE TECHNOLOGIES PLC Industrials 541.0 $225K 0.21% -100.0 -15.6% $416.74 +10.5%
53 UNP UNION PAC CORP Industrials 900.0 $218K 0.21% $242.62 +13.4%
54 CVS CVS HEALTH CORP Healthcare 3,000.0 $215K 0.20% $71.82 +33.7%
55 AMGN AMGEN INC Healthcare 594.0 $209K 0.20% -30.0 -4.8% $351.85 -6.0%
56 AMAT APPLIED MATLS INC Technology 601.0 $205K 0.20% NEW $341.79 +19.1%
57 UNH UNITEDHEALTH GROUP INC Healthcare 755.0 $204K 0.20% +14.0 +1.9% $270.59 +44.5%
Page 3 of 3  ·  57 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
Financial Services 26.1%
Technology 17.7%
Consumer Defensive 12.5%
Energy 11.4%
Communication Services 10.3%
Consumer Cyclical 8.2%
Healthcare 8.0%
Industrials 5.8%