FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,193.48-0.08%
XLE56.74-0.22%
STOXX50E5,860.32-0.39%
XLF51.790.73%
FTSE10,321.09-0.56%
IXIC24,870.930.14%
RUT2,785.73-0.05%
GSPC7,173.900.12%
Temp29.3°C
UV12.5
Feels33.3°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:25 PM

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
9

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
REDUCENVIDIA CORPORATIONNVDA-84,924-$15.8M-$18,081
REDUCEAPPLE INCAAPL-48,473-$13.2M+$2.2M
REDUCEMICROSOFT CORPMSFT-24,396-$11.8M-$2.3M
REDUCEAMAZON COM INCAMZN-32,952-$7.6M+$984,409
REDUCEBROADCOM INCAVGO-18,951-$6.6M+$802,247
REDUCEALPHABET INCGOOG-18,492-$5.8M+$3.4M
REDUCEMETA PLATFORMS INCMETA-8,510-$5.6M-$1.7M
REDUCEALPHABET INCGOOG-17,651-$5.5M+$3.0M
NEWISHARES TR464288257+32,728+$4.6M$0
REDUCEVANGUARD MUN BD FDS922907746-83,380-$4.2M+$46,456

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

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%