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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001092903

MOODY NATIONAL BANK TRUST DIVISION

GALVESTON, TX · File #028-05127

Latest AUM
$1.04B
Positions
794
Top-10 Concentration
50.4%
Filings
12

Sector Allocation

Technology
17.4%$180.5M
Healthcare
5.5%$57.5M
Industrials
4.8%$49.7M
Financials
4.3%$45.3M
Energy
2.5%$26.4M
Materials
1.5%$15.7M
Utilities
0.7%$7.6M
Real Estate
0.7%$6.8M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS922908363102,264$64.1M11.77%
2VANGUARD INDEX FDS922908652160,820$33.6M6.17%
3VANGUARD TAX-MANAGED FDS921943858497,359$31.1M5.70%
4ISHARES TR46428720043,850$30.0M5.51%
5NVIDIA CORPORATIONNVDA141,092$26.3M4.83%
6APPLE INCAAPL79,797$21.7M3.98%
7MICROSOFT CORPMSFT43,481$21.0M3.86%
8VANGUARD INTL EQUITY INDEX F922042858320,238$17.2M3.16%
9VANGUARD INDEX FDS92290874480,995$15.5M2.84%
10SPDR S&P 500 ETF TRSPY20,350$13.9M2.55%
11ISHARES TR464287499137,647$13.3M2.43%
12AMAZON COM INCAMZN54,551$12.6M2.31%
13NVIDIA CORPORATIONNVDA67,148$12.5M2.30%
14VANGUARD SCOTTSDALE FDS92206C664122,406$12.2M2.24%
15BROADCOM INCAVGO30,601$10.6M1.94%
16SPDR S&P 500 ETF TRSPY14,573$9.9M1.82%
17ALPHABET INCGOOG30,376$9.5M1.75%
18VANGUARD TAX-MANAGED FDS921943858147,858$9.2M1.70%
19META PLATFORMS INCMETA13,829$9.1M1.68%
20APPLE INCAAPL31,014$8.4M1.55%