Fund Holdings

NORTH DALLAS BANK & TRUST CO

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
CHEVRON CORP NEW COM(CVX)13,00512,937-681,982,0922,676,6661.81%+694,574
ISHARES TR CORE S&P MCP ETF51,95259,861+7,9093,428,8324,042,4142.74%+613,582
ISHARES MSCI EAFE ETF70,55675,656+5,1006,775,4937,348,4674.97%+572,974
ADVANCED MICRO DEVICES INC(AMD)02,253+2,2530458,3280.31%+458,328
JOHNSON & JOHNSON COM(JNJ)14,87814,447-4313,079,0023,531,4252.39%+452,423
EATON CORP PLC SHS(ETN)2,0322,952+920647,2121,055,8410.71%+408,629
LAM RESEARCH CORP(LRCX)01,195+1,1950255,3240.17%+255,324
ISHARES TR 1-3 YR TR BD ETF03,000+3,0000247,7100.17%+247,710
NETFLIX INC(NFLX)3,7106,070+2,360347,850583,6310.39%+235,781
CORNING INC COM(GLW)01,601+1,6010217,6880.15%+217,688
NEXTERA ENERGY INC COM(NEE)16,67316,748+751,338,5091,555,5541.05%+217,045
Ishares Gold Trust(IAU)40,30539,441-8643,271,5573,477,1182.35%+205,561
DEERE & CO(DE)2,1172,107-10985,6121,186,8730.80%+201,261
WALMART INC(WMT)18,29017,938-3522,037,6892,229,3351.51%+191,646
MERCK & CO INC NEW COM(MRK)11,95812,008+501,258,6991,444,4430.98%+185,744
ISHARES TR CORE MSCI EAF ETF
CORE MSCI EAFE
2,4254,425+2,000216,941400,5950.27%+183,654
COSTCO WHSL CORP NEW COM(COST)9709700836,470966,5370.65%+130,067
DUKE ENERGY CORP NEW COM NEW(DUK)7,6667,766+100898,5321,016,8800.69%+118,348
HONEYWELL INTL INC COM(HON)5,4595,209-2501,064,9961,177,3900.80%+112,394
SOUTHERN CO COM(SO)12,25012,220-301,068,2001,179,4740.80%+111,274
MARVELL TECHNOLOGY INC(MRVL)6,4076,607+200544,467654,4240.44%+109,957
ENBRIDGE INC COM(ENB)16,37716,302-75783,312882,5900.60%+99,278
LOCKHEED MARTIN CORP COM(LMT)765745-20370,008450,2700.30%+80,262
CATERPILLAR INC(CAT)608583-25348,305413,0320.28%+64,727
MARRIOTT INTL INC NEW CL A(MAR)5,9035,796-1071,831,3461,895,6981.28%+64,352
ISHARES INC CORE MSCI EMKT ETF
CORE MSCI EMKT
4,1104,780+670276,274333,4060.23%+57,132
PEPSICO INC COM(PEP)14,07413,358-7162,019,9002,074,3641.40%+54,464
ISHARES TR S&P SMLCAP 600 ETF11,99012,015+251,440,9581,493,5851.01%+52,627
RTX CORP(RTX)6,5616,478-831,203,2871,249,6060.85%+46,319
PFIZER INC COM(PFE)15,64815,248-400389,636428,1640.29%+38,528
American Electric Power Company Inc2,6222,551-71302,343334,3850.23%+32,042
AIR PROD & CHEM INC884852-32218,366247,4970.17%+29,131
CME GROUP INC COM(CME)1,6671,632-35455,224482,0110.33%+26,787
ISHARES TR
MSCI EAFE MIN VL
4,9444,9440426,420451,7330.31%+25,313
CUMMINS INC(CMI)3,3893,258-1311,729,9161,752,8701.19%+22,954
PUBLIC STORAGE(PSA)3,2703,213-57848,566870,3370.59%+21,771
T MOBILE US INC(TMUS)2,9052,903-2589,831609,7170.41%+19,886
ALTRIA GROUP INC COM(MO)3,9193,719-200225,970245,4170.17%+19,447
MCDONALDS CORP COM(MCD)3,5583,55801,087,4311,105,7910.75%+18,360
WASTE MGMT INC DEL COM(WM)2,3232,296-27510,386527,5980.36%+17,212
PROCTER & GAMBLE CO COM(PG)14,74214,732-102,112,6762,127,8901.44%+15,214
GENERAL DYNAMICS CORP COM(GD)3,8713,829-421,303,2111,314,1890.89%+10,978
Seagate Technology PLC
ORD SHS
853618-235234,908242,1080.16%+7,200
PNC FINL SVCS GROUP INC COM(PNC)3,6753,720+45767,083774,0950.52%+7,012
VAN INTL EQUITY INDEX FFTSE EMR MKT ETF23,25523,25501,250,1891,256,9330.85%+6,744
ISHARES TR1,9271,9270405,325411,7420.28%+6,417
MICROCHIP TECHNOLOGY INC COM(MCHP)10,58610,536-50674,540680,7310.46%+6,191
INGREDION INC(INGR)1,9401,930-10213,905217,4340.15%+3,529
VERIZON COMM INC COM(VZ)6,6125,416-1,196269,307271,8830.18%+2,576
INVESCO EXCHANGE TRADED FD TR
S&P500 EQL WGT
2,8042,8040537,134538,1440.36%+1,010
CISCO SYS INC COM(CSCO)9,9929,932-60769,684770,6240.52%+940
SPDR SERIES TRUST
ST STR AGGRE ETF
8,6008,6000221,450220,3320.15%-1,118
Vanguard Intermediate Term Treasury ETF
INTER TERM TREAS
3,7493,7490224,678223,2530.15%-1,425
VANGUARD REAL ESTATE ETF13,86513,815-501,226,9141,225,3910.83%-1,523
ETF VANGUARD BOND INDEX7,6507,6500566,636563,3460.38%-3,290
ISHARES TR CORE US AGGBD ETF4,0303,990-40402,516396,0870.27%-6,429
LOWES COS INC COM(LOW)1,3201,3200318,331311,8900.21%-6,441
INVESCO ETF POWER SHS PREFERRED19,25019,2500216,370209,4400.14%-6,930
ISHARES TR INTERM CR BD ETF16,02516,0250863,427852,8510.58%-10,576
EMERSON ELEC CO COM(EMR)3,5403,505-35469,829459,2260.31%-10,603
GOLDMAN SACHS GROUP INC COM(GS)377375-2331,383317,2470.21%-14,136
PIMCO 0-5 YR HIGH YLD BOND ETF
0-5 HIGH YIELD
7,1097,069-40674,075659,3250.45%-14,750
SELECT SECTOR SPDR TR
ST STR FINL ETF
4,5284,5280247,999223,5470.15%-24,452
US BANCORP DEL COM NEW(USB)13,48313,319-164719,453692,7220.47%-26,731
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
19,25318,853-4001,130,7291,103,6550.75%-27,074
Prologis Inc(PLD)2,7312,348-383348,639310,3590.21%-38,280
PRUDENTIAL FINL INC COM(PFH)2,5822,552-30291,456249,3050.17%-42,151
GENUINE PARTS CO COM(GPC)2,4162,402-14297,072254,0120.17%-43,060
INTERCONTINENTAL EXCHANGE INC(ICE)5,9575,821-136964,796915,5270.62%-49,269
MEDTRONIC PLC SHS(MDT)6,1726,272+100592,882543,4690.37%-49,413
ILLINOIS TOOL WKS INC COM(ITW)1,7981,498-300442,847389,9140.26%-52,933
MASTERCARD INC CL A(MA)8438430481,252421,2130.29%-60,039
BERKSHIRE HATHAWAY INC DEL CL B NEW2,5762,57601,294,8271,234,4190.84%-60,408
HOME DEPOT INC COM(HD)3,4293,393-361,179,9191,115,9240.76%-63,995
STRYKER CORP COM(SYK)2,5992,583-16913,471848,7480.57%-64,723
QUALCOMM INC COM(QCOM)1,9291,9290329,956248,4160.17%-81,540
ALPHABET INC(GOOG)1,4981,338-160470,072383,8190.26%-86,253
THERMO FISHER SCIENTIFIC INCCOM(TMO)1,3831,411+28801,380693,5490.47%-107,831
SERVICENOW INC(NOW)2,2302,2300341,614233,1470.16%-108,467
ABBVIE INC COM(ABBV)9,2549,169-852,114,4471,994,1661.35%-120,281
ISHARES TR SHRT NAT MUN ETF34,76133,611-1,1503,708,9993,579,5722.42%-129,427
EOG RES INC COM(EOG)5,4553,050-2,405572,830440,9390.30%-131,891
AMERICAN EXPRESS CO COM(AXP)1,3181,168-150487,594353,2970.24%-134,297
United Rentals Inc(URI)1,003903-100811,748657,8890.45%-153,859
SPDR S&P 500 ETF(SPY)2,3452,205-1401,599,1021,434,0000.97%-165,102
UBER TECHNOLOGIES INC(UBER)13,07812,461-6171,068,603896,3200.61%-172,283
PALO ALTO NETWORKS INC(PANW)7,0487,023-251,298,2421,125,9270.76%-172,315
ZOETIS INC CL A(ZTS)4,8663,690-1,176612,241436,1950.30%-176,046
MORGAN STANLEY COM NEW(MS)11,52811,342-1862,046,5661,866,5531.26%-180,013
PAYCHEX INC COM(PAYX)5,8655,185-680657,936477,6430.32%-180,293
Cadence Design Systems Inc(CDNS)5,6125,589-231,754,1991,553,0161.05%-201,183
ISHARES TR RUS MID CAP ETF2,0900-2,090201,2040-201,204
DISNEY WALT CO COM DISNEY(DIS)1,8600-1,860211,6120-211,612
LILLY ELI & CO(LLY)1,6181,658+401,738,8321,524,9791.03%-213,853
INTERNATIONAL BUSINESS MACHSCOM(IBM)4,9295,114+1851,460,0191,239,5820.84%-220,437
ABBOTT LABS COM1,8090-1,809226,6490-226,649
DANAHER CORP DEL COM(DHR)1,0370-1,037237,3900-237,390
EXXON MOBIL CORP COM4,5231,803-2,720544,298305,8970.21%-238,401
JPMORGAN CHASE & CO COM(JPM)11,34811,573+2253,656,5523,404,3142.30%-252,238
BANK OF AMERICA CORPORATION COM39,31639,006-3102,162,3801,901,5421.29%-260,838
Page 1 of 2