Fund HoldingsMOODY NATIONAL BANK TRUST DIVISION

Total Portfolio Value
$1.28B
Total Bought
$119.25M
Total Sold
$445.14M
Net Transaction
-$325.89M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
National Western Life Group In1,168,1611,109,377-58,784511,059535,85141.76%+24,793
Charles Schwab Investment Management Inc0119,452+119,45209,9100.77%+9,910
Charles Schwab Investment Management Inc0281,151+281,15109,4830.74%+9,483
SSGA FUNDS MANAGEMENT INC
ST STR BL LN ETF
0203,969+203,96908,5520.67%+8,552
Invesco Capital Management LLC
ACTIVE US REAL
088,283+88,28308,0750.63%+8,075
Vanguard ETF/USA47,34583,941+36,5966,53012,5490.98%+6,019
ISHARES TRUST066,804+66,80405,1700.40%+5,170
CHARLES SCHWAB INVESTMENT MANAGEMENT INC093,389+93,38904,8750.38%+4,875
BlackRock Fund Advisors070,885+70,88504,3880.34%+4,388
VANGUARD GROUP INC/THE066,845+66,84504,2610.33%+4,261
BlackRock Fund Advisors
CONV BD ETF
053,194+53,19404,1810.33%+4,181
VANGUARD ETF/USA012,423+12,42302,2360.17%+2,236
INDIE SEMICONDUCTOR INC0274,057+274,05702,2230.17%+2,223
Vanguard ETF/USA09,189+9,18902,2220.17%+2,222
Vanguard ETF/USA015,130+15,13002,1940.17%+2,194
Invesco Capital Management LLC
S&P MDCP MOMNTUM
024,340+24,34002,1860.17%+2,186
ISHARES045,275+45,275021,6251.69%+21,625
VANGUARD ETF/USA
INT-TERM CORP
023,277+23,27701,8920.15%+1,892
Smartsheet Inc036,692+36,69201,7550.14%+1,755
DoubleVerify Holdings Inc(DV)043,222+43,22201,5900.12%+1,590
Vanguard ETF/USA
MTG-BKD SECS ETF
034,125+34,12501,5820.12%+1,582
BlackRock Fund Advisors0113,938+113,93808,8560.69%+8,856
Oddity Tech Ltd
SHS CL A
026,029+26,02901,2110.09%+1,211
RH(RH)03,580+3,58001,0430.08%+1,043
Vital Energy Inc035,000+35,00001,5920.12%+1,592
VF Corp(VFC)049,873+49,87309380.07%+938
Lantheus Holdings Inc(LNTH)014,965+14,96509280.07%+928
Celsius Holdings Inc(CELH)016,828+16,82809170.07%+917
Incyte Corp(INCY)013,910+13,91008730.07%+873
ISHARES010,774+10,77402,1620.17%+2,162
BlackRock Fund Advisors061,667+61,66706,6750.52%+6,675
Snowflake Inc(SNOW)04,223+4,22308400.07%+840
KKR & Co Inc(KKR)019,558+19,55801,6200.13%+1,620
Clean Harbors Inc(CLH)04,748+4,74808290.06%+829
Porch Group Inc(PRCH)0317,377+317,37709780.08%+978
Vanguard Group Inc/The
VNG RUS2000IDX
106,437103,622-2,8157,6048,4040.65%+800
Paylocity Holding Corp(PCTY)9,05014,600+5,5501,6442,4070.19%+762
United Therapeutics Corp(UTHR)03,422+3,42207520.06%+752
Zeta Global Holdings Corp(ZETA)273,755342,887+69,1322,2863,0240.24%+738
Evolent Health Inc086,444+86,44402,8550.22%+2,855
SPX Technologies Inc018,936+18,93601,9130.15%+1,913
SP Plus Corp028,676+28,67601,4700.11%+1,470
Globant SA
COM
8,1009,100+1,0001,6032,1660.17%+563
Genius Sports Ltd
SHARES CL A
644,663644,66303,4363,9840.31%+548
Goodyear Tire & Rubber Co/The(GT)036,270+36,27005190.04%+519
Crestview Partners LP/NY(VCTR)42,73455,784+13,0501,4251,9210.15%+496
Coursera Inc(COUR)024,647+24,64704770.04%+477
LOUISIANA PACIFIC(LPX)06,462+6,46204580.04%+458
PVH Corp(PVH)07,516+7,51609180.07%+918
ISHARES
CORE MSCI EAFE
070,462+70,46204,9570.39%+4,957
Sprout Social Inc81,44272,969-8,4734,0624,4830.35%+421
AZZ Inc019,813+19,81301,1510.09%+1,151
Cadence Bank029,087+29,08708610.07%+861
Seacoast Banking Corp of Flori(SBCF)032,205+32,20509170.07%+917
Plexus Corp(PLXS)05,753+5,75306220.05%+622
CIENA CORP(CIEN)08,372+8,37203770.03%+377
Kimbell Royalty Partners LP(KRP)025,000+25,00003760.03%+376
Phreesia Inc050,067+50,06701,1590.09%+1,159
Modine Manufacturing Co(MOD)23,01323,890+8771,0531,4260.11%+373
Mistral Equity Partners054,914+54,91401,4030.11%+1,403
Toast Inc(TOST)0159,152+159,15202,9060.23%+2,906
Community Bank System Inc(CBU)011,595+11,59506040.05%+604
Texas Capital Bancshares Inc(TCBI)6,70311,498+4,7953957430.06%+348
Glacier Bancorp Inc(GBCI)019,045+19,04507870.06%+787
American Industrial Partners066,482+66,48201,2080.09%+1,208
Compass Inc(COMP)088,076+88,07603310.03%+331
Link Ventures LLLP(EVER)065,183+65,18307980.06%+798
COTY INC(COTY)093,433+93,43301,1600.09%+1,160
National Bank Holdings Corp(NBHC)024,458+24,45809100.07%+910
Summit Materials Inc023,103+23,10308890.07%+889
Columbia Banking System Inc(COLB)023,841+23,84106360.05%+636
CoStar Group Inc(CSGP)035,641+35,64103,1150.24%+3,115
SouthState Corp09,845+9,84508310.06%+831
BlackRock Fund Advisors044,578+44,57802,4200.19%+2,420
REGAL-BELOIT CORP(RRX)012,934+12,93401,9140.15%+1,914
Vanguard ETF/USA012,868+12,86802,8250.22%+2,825
Polaris Inc(PII)02,794+2,79402650.02%+265
Galapagos NV(LKFT)18,83922,518+3,6796519150.07%+264
Apogee Enterprises Inc017,447+17,44709320.07%+932
Hancock Whitney Corp(HWC)014,217+14,21706910.05%+691
Lakeland Financial Corp(LKFN)03,588+3,58802340.02%+234
ArcBest Corp(ARCB)06,294+6,29407570.06%+757
Klaviyo Inc(KVYO)08,323+8,32302310.02%+231
ONESPAN INC020,443+20,44302190.02%+219
ATI Inc(ATI)04,781+4,78102170.02%+217
Danaher Corp(VLTO)02,624+2,62402160.02%+216
NeoGenomics Inc(NEO)034,390+34,39005560.04%+556
Quanex Building Products Corp(NX)027,045+27,04508270.06%+827
Mercury Systems Inc(MRCY)26,09732,036+5,9399681,1720.09%+204
Van Kampen Funds/Closed-end/US(VPV)019,874+19,87401990.02%+199
Van Kampen Funds/Closed-end/US019,866+19,86601960.02%+196
Vertex Inc(VERX)13,50018,840+5,3403125080.04%+196
Element Solutions Inc(ESI)027,144+27,14406280.05%+628
LULULEMON ATHLETIC(LULU)3,2332,817-4161,2471,4400.11%+194
Silgan Holdings Inc(SLGN)019,074+19,07408630.07%+863
Van Kampen Funds/Closed-end/US(VKQ)020,146+20,14601920.01%+192
Nuveen Closed-End Funds/USA(NAD)016,743+16,74301920.01%+192
Nuveen Closed-End Funds/USA017,176+17,17601890.01%+189
Range Resources Corp(RRC)023,329+23,32907100.06%+710
STAG Industrial Inc(STAG)016,264+16,26406390.05%+639
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