Moody National Bank Trust Division

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$1.05B
Q ending 2026-03-31
Prior quarter
$1.04B
Q ending 2025-12-31
Change
+1.1% QoQ · +9.5% YoY
Positions
501
reported holdings

Largest positions

Top 100 of 501 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Vanguard Tax-Managed FdsVEAShares$71.2M1.1M
Vanguard Index FdsVOOShares$63.1M106K
Nvidia CorporationNVDAShares$36.3M208K
Vanguard Index FdsVXFShares$34.0M165K
Vanguard Intl Equity Index FVWOShares$30.2M558K
State Str Spdr S&P 500 Etf TSPYShares$29.5M45K
Ishares TrIVVShares$28.7M44K
Apple IncAAPLShares$28.1M111K
Microsoft CorpMSFTShares$22.0M59K
Vanguard Scottsdale FdsVTWOShares$20.3M203K
Vanguard Index FdsVTVShares$16.5M84K
Amazon Com IncAMZNShares$15.7M75K
Alphabet IncGOOGLShares$14.1M49K
Ishares TrIWRShares$13.3M137K
Broadcom IncAVGOShares$12.8M41K
Meta Platforms IncMETAShares$10.6M18K
Exxon Mobil CorpXOMShares$8.3M49K
Visa IncVShares$8.1M27K
Alphabet IncGOOGShares$7.8M27K
Ishares TrUSRTShares$7.7M130K
Vanguard Mun Bd FdsVTEBShares$7.3M145K
Tesla IncTSLAShares$7.0M19K
Johnson & JohnsonJNJShares$7.0M29K
Berkshire Hathaway Inc DelBRK/BShares$6.8M14K
Ishares TrIJRShares$6.8M55K
Pgim Etf TrPFRLShares$6.7M138K
Jpmorgan Chase & CoJPMShares$6.7M23K
Modine Mfg CoMODShares$6.4M30K
Eli Lilly & CoLLYShares$6.3M7K
Ishares TrIEFAShares$6.2M69K
Walmart IncWMTShares$5.9M48K
Victory Cap Hldgs Inc DelVCTRShares$5.7M87K
Carpenter Technology CorpCRSShares$5.7M14K
Fidelity Covington TrustFDHYShares$5.7M117K
Ftai Aviation LtdShares$4.9M20K
Porch Group IncPRCHShares$4.7M657K
Ishares TrACWIShares$4.5M33K
Costco Wholesale CorporationCOSTShares$4.3M4K
Chevron CorporationCVXShares$4.1M20K
Dimensional Etf TrustDFAEShares$3.9M115K
Marex Group PlcShares$3.9M87K
Home Depot IncHDShares$3.7M11K
Bank America CorpBACShares$3.4M70K
Abbvie IncABBVShares$3.4M16K
Mcdonalds CorpMCDShares$3.4M11K
Mastercard IncorporatedMAShares$3.3M7K
Coca Cola CoKOShares$3.3M43K
Touchstone Etf TrustTDIShares$3.3M79K
Netflix Inc.NFLXShares$3.2M33K
Littelfuse IncLFUSShares$3.2M9K
Vanguard Index FdsVOTShares$3.1M12K
Procter & Gamble CoPGShares$3.1M21K
Indie Semiconductor IncINDIShares$3.0M947K
Nextpower IncNXTShares$3.0M25K
Mercury Sys IncMRCYShares$3.0M41K
Ingevity CorpNGVTShares$3.0M41K
Cisco Sys IncCSCOShares$2.9M38K
Ge Vernova IncGEVShares$2.9M3K
Axon Enterprise IncAXONShares$2.9M7K
Kura Sushi Usa IncKRUSShares$2.9M41K
Micron Technology IncMUShares$2.9M8K
Taiwan Semiconductor ManufacTSMShares$2.8M8K
Wells Fargo & CoWFCShares$2.8M36K
Onto Innovation IncONTOShares$2.8M14K
Marathon Pete CorpMPCShares$2.8M11K
Comfort Sys Usa IncFIXShares$2.8M2K
Ge AerospaceGEShares$2.7M9K
Ishares TrIWMShares$2.7M11K
Sabine Rty TrSBRShares$2.7M35K
Northrop Grumman CorpNOCShares$2.6M4K
Merck & Co IncMRKShares$2.5M21K
Kornit Digital LtdShares$2.5M174K
Advanced Micro Devices IncAMDShares$2.5M13K
Vanguard Scottsdale FdsVGSHShares$2.5M43K
Valmont Inds IncVMIShares$2.5M6K
Ttm Technologies IncTTMIShares$2.5M25K
Goldman Sachs Group IncGSShares$2.4M3K
Pepsico IncPEPShares$2.4M16K
Caterpillar IncCATShares$2.4M3K
Cummins IncCMIShares$2.4M4K
Pfizer IncPFEShares$2.4M84K
Ipg Photonics CorpIPGPShares$2.3M20K
American Express CoAXPShares$2.3M8K
Applied Matls IncAMATShares$2.3M7K
Crescent Energy CompanyCRGYShares$2.3M168K
Oracle CorpORCLShares$2.2M15K
Morgan StanleyMSShares$2.1M13K
Qxo IncQXOShares$2.1M109K
Newmont CorpNEMShares$2.1M19K
Semtech CorpSMTCShares$2.1M27K
Vanguard Bd Index FdsVUSBShares$2.1M41K
Thermo Fisher Scientific IncTMOShares$2.0M4K
Wisdomtree TrDDWMShares$2.0M46K
Honeywell Intl IncHONGBPShares$2.0M9K
Starbucks CorpSBUXShares$2.0M23K
Rtx CorporationRTXShares$2.0M10K
Nextera Energy IncNEEShares$2.0M21K
Life Time Group Holdings IncLTHShares$2.0M74K
Figure Technology SolutioFIGRShares$2.0M59K
Wisdomtree TrDEMShares$2.0M40K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.