Fund Holdings

NORTH DALLAS BANK & TRUST CO

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ADVANCED MICRO DEVICES INC(AMD)2,2533,412+1,159458,3281,982,0651.17%+1,523,737
MARVELL TECHNOLOGY INC(MRVL)6,6076,808+201654,4242,028,0351.20%+1,373,611
PALO ALTO NETWORKS INC(PANW)7,0237,038+151,125,9272,400,0991.42%+1,274,172
ISHARES TR CORE S&P MCP ETF59,86166,747+6,8864,042,4145,146,8613.05%+1,104,447
LAM RESEARCH CORP(LRCX)1,1953,130+1,935255,3241,356,3230.80%+1,100,999
ALPHABET INC(GOOG)23,65221,929-1,7236,801,3707,836,7674.65%+1,035,397
APPLE INC COM(AAPL)30,16729,364-8037,656,0838,496,7675.04%+840,684
ISHARES MSCI EAFE ETF75,65678,706+3,0507,348,4678,175,9794.85%+827,512
AMAZON COM INC(AMZN)23,64623,594-524,924,7525,623,3943.33%+698,642
NVIDIA CORP(NVDA)26,86626,849-174,685,4305,372,2173.18%+686,787
LILLY ELI & CO(LLY)1,6581,844+1861,524,9792,211,7491.31%+686,770
ISHARES TR S&P SMLCAP 600 ETF12,01514,510+2,4951,493,5852,151,9781.28%+658,393
ISHARES TR CORE MSCI EAF ETF
CORE MSCI EAFE
4,42510,575+6,150400,5951,021,3340.61%+620,739
EATON CORP PLC SHS(ETN)2,9523,909+9571,055,8411,665,7030.99%+609,862
CUMMINS INC(CMI)3,2583,298+401,752,8702,352,1661.39%+599,296
BROADCOM INC(AVGO)8,6828,642-402,687,1653,264,5151.94%+577,350
GE AEROSPACE(GE)01,542+1,5420576,2910.34%+576,291
ARISTA NETWORKS INC(ANET)03,310+3,3100562,3030.33%+562,303
United Rentals Inc(URI)9031,038+135657,8891,175,9390.70%+518,050
LINDE PLC(LIN)0970+9700503,3720.30%+503,372
Cadence Design Systems Inc(CDNS)5,5895,464-1251,553,0162,050,7481.22%+497,732
JPMORGAN CHASE & CO COM(JPM)11,57311,919+3463,404,3143,901,4462.31%+497,132
ISHARES INC CORE MSCI EMKT ETF
CORE MSCI EMKT
4,7809,940+5,160333,406823,4300.49%+490,024
MORGAN STANLEY COM NEW(MS)11,34211,169-1731,866,5532,334,7681.38%+468,215
CISCO SYS INC COM(CSCO)9,9329,857-75770,6241,157,8030.69%+387,179
VISA INC COM CL A(V)7,4587,607+1492,254,1062,609,8861.55%+355,780
BANK OF AMERICA CORPORATION COM39,00639,202+1961,901,5422,233,7301.32%+332,188
ABBVIE INC COM(ABBV)9,1699,159-101,994,1662,304,7711.37%+310,605
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0588+5880280,8110.17%+280,811
ISHARES TR SHRT NAT MUN ETF33,61136,206+2,5953,579,5723,854,8532.29%+275,281
APPLIED MATLS INC0379+3790274,0170.16%+274,017
MARRIOTT INTL INC NEW CL A(MAR)5,7965,801+51,895,6982,149,7931.27%+254,095
ISHARES TR NATIONAL MUN ETF59,69861,238+1,5406,336,9436,590,4343.91%+253,491
TESLA INC(TSLA)4,0144,139+1251,492,2051,740,8631.03%+248,658
MICROCHIP TECHNOLOGY INC COM(MCHP)10,53610,161-375680,731926,6830.55%+245,952
Seagate Technology PLC
ORD SHS
618500-118242,108482,5000.29%+240,392
iShares Barclays 7-10 Year Treasury Bond Fund02,520+2,5200238,3160.14%+238,316
BANK NEW YORK MELLON CORP01,595+1,5950230,6530.14%+230,653
ISHARES TR RUS MID CAP ETF02,020+2,0200222,8460.13%+222,846
INTERNATIONAL BUSINESS MACHSCOM(IBM)5,1145,194+801,239,5821,460,6050.87%+221,023
MERCK & CO INC NEW COM(MRK)12,00812,908+9001,444,4431,658,6790.98%+214,236
TEXAS INSTRS INC COM(TXN)0713+7130212,5240.13%+212,524
MICRON TECHNOLOGY INC(MU)0176+1760203,1550.12%+203,155
CORNING INC COM(GLW)1,6011,6010217,688408,9430.24%+191,255
JOHNSON & JOHNSON COM(JNJ)14,44714,650+2033,531,4253,720,6602.21%+189,235
DEERE & CO(DE)2,1072,161+541,186,8731,370,7870.81%+183,914
PNC FINL SVCS GROUP INC COM(PNC)3,7203,865+145774,095951,6410.56%+177,546
ISHARES TR 1-3 YR TR BD ETF3,0005,000+2,000247,710410,5500.24%+162,840
CATERPILLAR INC(CAT)583540-43413,032575,0470.34%+162,015
NETFLIX INC(NFLX)6,07010,150+4,080583,631724,7100.43%+141,079
VAN INTL EQUITY INDEX FFTSE EMR MKT ETF23,25523,330+751,256,9331,392,5680.83%+135,635
MICROSOFT CORP COM(MSFT)14,88215,131+2495,508,8695,644,1663.35%+135,297
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
18,85321,188+2,3351,103,6551,233,1420.73%+129,487
VANGUARD REAL ESTATE ETF13,81514,015+2001,225,3911,351,4670.80%+126,076
BERKSHIRE HATHAWAY INC DEL CL B NEW2,5762,686+1101,234,4191,344,0470.80%+109,628
QUALCOMM INC COM(QCOM)1,9291,9290248,416356,4600.21%+108,044
US BANCORP DEL COM NEW(USB)13,31913,119-200692,722792,3880.47%+99,666
GOLDMAN SACHS GROUP INC COM(GS)375404+29317,247408,5940.24%+91,347
HOME DEPOT INC COM(HD)3,3933,419+261,115,9241,205,8130.71%+89,889
THERMO FISHER SCIENTIFIC INCCOM(TMO)1,4111,562+151693,549783,1250.46%+89,576
PROCTER & GAMBLE CO COM(PG)14,73215,079+3472,127,8902,211,1841.31%+83,294
EMERSON ELEC CO COM(EMR)3,5053,652+147459,226522,7840.31%+63,558
INVESCO EXCHANGE TRADED FD TR
S&P500 EQL WGT
2,8042,8040538,144596,6070.35%+58,463
GENERAL DYNAMICS CORP COM(GD)3,8293,874+451,314,1891,372,3260.81%+58,137
ISHARES TR1,9271,9270411,742467,1630.28%+55,421
AMERICAN EXPRESS CO COM(AXP)1,1681,207+39353,297408,2680.24%+54,971
SPDR S&P 500 ETF(SPY)2,2051,990-2151,434,0001,486,0720.88%+52,072
Meta Platforms Inc(META)4,3174,470+1532,469,8852,517,9071.49%+48,022
DUKE ENERGY CORP NEW COM NEW(DUK)7,7668,373+6071,016,8801,059,8540.63%+42,974
Prologis Inc(PLD)2,3482,558+210310,359346,5320.21%+36,173
VANGUARD BOND INDEX ETF7,6508,150+500563,346598,2920.35%+34,946
RTX CORP(RTX)6,4786,758+2801,249,6061,282,1960.76%+32,590
PRUDENTIAL FINL INC COM(PFH)2,5522,5520249,305275,4370.16%+26,132
Vanguard Intermediate Term Treasury ETF
INTER TERM TREAS
3,7494,149+400223,253244,7080.15%+21,455
American Electric Power Company Inc2,5512,586+35334,385353,7900.21%+19,405
SELECT SECTOR SPDR TR
ST STR FINL ETF
4,5284,5280223,547242,7460.14%+19,199
ORACLE CORP COM(ORCL)8,4448,584+1401,242,1971,257,9850.75%+15,788
PAYCHEX INC COM(PAYX)5,1855,008-177477,643492,4370.29%+14,794
ALTRIA GROUP INC COM(MO)3,7193,586-133245,417258,0130.15%+12,596
MASTERCARD INC CL A(MA)843839-4421,213430,9100.26%+9,697
ENBRIDGE INC COM(ENB)16,30216,3020882,590883,7320.52%+1,142
INVESCO ETF POWER SHS PREFERRED19,25019,2500209,440208,6700.12%-770
ISHARES TR INTERM CR BD ETF16,02516,0250852,851852,0500.51%-801
SPDR SERIES TRUST
ST STR AGGRE ETF
8,6008,6000220,332219,4720.13%-860
ISHARES TR CORE US AGGBD ETF3,9903,940-50396,087389,9810.23%-6,106
SOUTHERN CO COM(SO)12,22012,22001,179,4741,169,5770.69%-9,897
ALPHABET INC(GOOG)1,3381,058-280383,819373,8230.22%-9,996
BLACKROCK INC(BLK)2,5092,498-112,412,9302,401,9761.42%-10,954
HONEYWELL INTL INC COM(HON)5,2095,199-101,177,3901,164,0570.69%-13,333
ISHARES TR
MSCI EAFE MIN VL
4,9444,9440451,733433,6380.26%-18,095
WASTE MGMT INC DEL COM(WM)2,2962,276-20527,598507,2750.30%-20,323
AIR PROD & CHEM INC852764-88247,497223,9900.13%-23,507
LOWES COS INC COM(LOW)1,3201,283-37311,890282,8890.17%-29,001
NEXTERA ENERGY INC COM(NEE)16,74817,348+6001,555,5541,522,6340.90%-32,920
COSTCO WHSL CORP NEW COM(COST)970984+14966,537920,5020.55%-46,035
VERIZON COMM INC COM(VZ)5,4165,166-250271,883218,7280.13%-53,155
EXXON MOBIL CORP COM1,8031,847+44305,897252,5220.15%-53,375
MEDTRONIC PLC SHS(MDT)6,2726,199-73543,469484,9470.29%-58,522
STRYKER CORP COM(SYK)2,5832,480-103848,748780,8030.46%-67,945
LOCKHEED MARTIN CORP COM(LMT)7457450450,270379,5480.22%-70,722
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