Fund Holdings

Texas Bank & Trust Co

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
EXXON MOBIL CORP70,14668,349-1,7978,441,37111,596,0914.36%+3,154,720
CHEVRON CORPORATION(CVX)20,49220,416-763,123,1854,224,0711.59%+1,100,886
APPLIED MATERIALS INC11,26311,560+2972,894,4783,951,0931.48%+1,056,615
CONOCOPHILLIPS(COP)8,31210,352+2,040778,0871,366,4640.51%+588,377
HONEYWELL INTERNATIONAL INC(HON)3,0855,071+1,986601,8531,146,1990.43%+544,346
NETFLIX INC(NFLX)4,86010,395+5,535455,674999,4790.38%+543,805
JOHNSON & JOHNSON COMMON(JNJ)19,78218,971-8114,093,8864,637,2711.74%+543,385
AT&T INC(T)71,89179,738+7,8471,785,7722,311,6040.87%+525,832
THE COCA-COLA COMPANY(KO)39,37642,745+3,3692,752,7763,250,7571.22%+497,981
ENERGY TRANSFER LP(ET)155,958155,95802,571,7473,009,9891.13%+438,242
AUTODESK INC01,830+1,8300438,1020.16%+438,102
SPDR GOLD TR ETF(GLD)12,33012,345+154,886,5025,311,9292.00%+425,427
VERIZON COMMUNICATIONS INC(VZ)28,77931,127+2,3481,172,1691,562,5770.59%+390,408
ANALOG DEVICES INC(ADI)10,65410,309-3452,889,3653,279,7051.23%+390,340
ALERIAN MLP
ALERIAN MLP
07,214+7,2140379,7450.14%+379,745
STATE STREET SPDR SER TR
ST STR BLO 1 ETF
04,000+4,0000366,5600.14%+366,560
ANGLOGOLD ASHANTI PLC(AU)03,615+3,6150351,9560.13%+351,956
DEERE & CO(DE)1,9552,228+273910,1891,255,0330.47%+344,844
MCDONALDS CORP(MCD)10,29011,205+9153,144,9333,482,4031.31%+337,470
VANGUARD GROWTH ETF0745+7450325,4090.12%+325,409
LOCKHEED MARTIN CORP(LMT)2,6912,668-231,301,5561,612,5120.61%+310,956
ISHARES S&P 500 INDEX FUND5451,022+477373,292667,5800.25%+294,288
COSTCO WHOLESALE CORP NEW(COST)1,8021,853+511,553,9361,846,3850.69%+292,449
THE SOUTHERN COMPANY COMMON(SO)9,34511,205+1,860814,8841,081,5070.41%+266,623
ENBRIDGE INC(ENB)04,524+4,5240244,9290.09%+244,929
MICROCHIP TECHNOLOGY INC(MCHP)18,13721,514+3,3771,155,6901,390,0190.52%+234,329
TARGET CORP(TGT)2,6354,039+1,404257,572489,5270.18%+231,955
ISHARES MSCI EAFE ETF45,70747,542+1,8354,389,2434,617,7551.73%+228,512
SHERWIN WILLIAMS CO(SHW)0700+7000224,3850.08%+224,385
DIMENSIONAL ETF TRUST
US CORE EQT MKT
04,700+4,7000212,0640.08%+212,064
GILEAD SCIENCES INC(GILD)01,512+1,5120210,7270.08%+210,727
CME GROUP INC(CME)0689+6890203,4960.08%+203,496
ISHARES BARCLAYS 7-10 YR TREAS BD FD4,3076,440+2,133414,161614,6340.23%+200,473
GOLDMAN SACHS(GS)248493+245217,992417,0730.16%+199,081
ISHARES TR23,15426,782+3,6281,247,5381,425,3380.54%+177,800
META PLATFORMS INC(META)7021,110+408463,383635,0640.24%+171,681
LINDE PLC(LIN)2,6262,604-221,119,7011,290,9590.48%+171,258
TEXAS INSTRUMENTS INC(TXN)15,63214,814-8182,711,9952,875,9901.08%+163,995
VANGUARD VALUE ETF4,9185,618+700939,2891,102,2520.41%+162,963
MICRON TECHNOLOGY INC(MU)3,9803,830-1501,135,9321,293,9270.49%+157,995
PERMIAN RESOURCES CORP(PR)18,00018,0000252,540383,7600.14%+131,220
AMAZON(AMZN)17,61020,126+2,5164,064,7404,191,6431.57%+126,903
CATERPILLAR INC(CAT)779806+27446,266571,0190.21%+124,753
DEVON ENERGY CORP(DVN)8,0008,0000293,040402,5600.15%+109,520
EOG RESOURCES INC(EOG)2,6582,6580279,117384,2670.14%+105,150
MERCK & CO INC NEW COM(MRK)15,15714,126-1,0311,595,4261,699,2150.64%+103,789
TAIWAN SEMICONDUCTOR(TSM)2,9062,9060883,105982,0830.37%+98,978
NEXTERA ENERGY INC COM(NEE)11,22410,739-485901,063997,4370.37%+96,374
FEDEX CORPORATION(FDX)2,9052,619-286839,138932,8360.35%+93,698
EXELON CORPORATION(EXC)15,18115,410+229661,740755,3980.28%+93,658
INTERCONTINENTAL EXCHANGE INC(ICE)2,8183,494+676456,403549,5360.21%+93,133
RTX CORPORATION(RTX)9,3969,413+171,723,2261,815,7680.68%+92,542
ONEOK INC(OKE)5,4165,4160398,076489,5520.18%+91,476
ISHARES S&P MIDCAP 4006,9697,544+575675,157759,0770.29%+83,920
TELEDYNE TECHNOLOGIES INC(TDY)8508500434,121514,2590.19%+80,138
BLACKSTONE GROUP INC CL A(BX)3,6155,510+1,895557,216633,5940.24%+76,378
PFIZER INC(PFE)33,54832,388-1,160835,346909,4560.34%+74,110
DIGITAL REALTY TRUST INC REIT(DLR)5,1184,795-323791,805864,1080.32%+72,303
L3HARRIS TECHNOLOGIES INC(LHX)1,4001,4000410,998483,2100.18%+72,212
TAPESTRY INC(TPR)5,4105,4100691,236763,4060.29%+72,170
ENTERGY CORP(ETR)3,4443,4440318,329386,9680.15%+68,639
AIR PRODS & CHEMS INC1,6511,617-34407,830469,7220.18%+61,892
JOHNSON CTLS INTL PLC
SHS
8,1567,921-235976,6811,037,2550.39%+60,574
VANGUARD REAL ESTATE ETF13,01413,624+6101,151,6081,208,4490.45%+56,841
CARRIER GLOBAL CORP(CARR)13,00113,176+175686,973741,9410.28%+54,968
KLA CORPORATION(KLAC)2112110256,382310,6790.12%+54,297
ADVANCED MICRO DEVICES INC(AMD)7,0317,666+6351,505,7581,559,4950.59%+53,737
PEPSICO INC COMMON(PEP)7,4947,194-3001,075,5391,117,1560.42%+41,617
DUKE ENERGY CORP NEW COM(DUK)2,9982,9980351,396392,5580.15%+41,162
INTEL CORP(INTC)6,1866,051-135228,263267,0310.10%+38,768
AMGEN INC(AMGN)1,6081,599-9526,314562,6080.21%+36,294
TJX COMPANIES, INC.(TJX)5,5335,5330849,924883,6200.33%+33,696
ISHARES TR2,2002,522+322235,642267,7100.10%+32,068
FREEPORT-MCMORAN COPPER(FCX)4,0104,0100203,668235,7080.09%+32,040
ISHARES MSCI EMERGING MARKETS ETF30,90530,305-6001,690,8131,721,0220.65%+30,209
WATSCO INC(WSO)8758750294,831318,3160.12%+23,485
COMCAST CORP NEW CL A(CCZ)30,71832,758+2,040918,162940,4830.35%+22,321
BRISTOL MYERS SQUIBB CO(BMY)9,0758,435-640489,505511,5830.19%+22,078
ISHARES RUSSELL 1000 VALUE ETF FD6,1686,16801,297,3771,317,9170.50%+20,540
O REILLY AUTOMOTIVE INC NEW COM(ORLY)15,30015,30001,395,5131,412,3430.53%+16,830
ISHARES TR S&P SMALLCAP8,8608,681-1791,064,7951,079,1350.41%+14,340
VANGUARD WHITEHALL FDS2,6462,6460379,754391,8730.15%+12,119
FORTINET INC(FTNT)4,7504,7500377,198388,1700.15%+10,972
GLACIER BANCORP INC NEW(GBCI)12,70012,7000559,435567,3090.21%+7,874
SYNOPSYS INC(SNPS)450550+100211,374218,0640.08%+6,690
UNITED PARCEL SERVICE(UPS)10,18010,286+1061,009,7551,011,9370.38%+2,182
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
4,2584,2580255,182253,5640.10%-1,618
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
2,5932,5930217,164214,5710.08%-2,593
THE ALLSTATE CORPORATION(ALL)3,4603,4600720,199717,3960.27%-2,803
CUMMINS INC(CMI)698653-45356,294351,3270.13%-4,967
EMERSON ELECTRIC COMPANY(EMR)2,5192,510-9334,322328,8600.12%-5,462
ISHARES TR36,90237,452+5501,142,4871,135,5440.43%-6,943
NUCOR CORP(NUE)2,3602,233-127384,940377,6000.14%-7,340
ALCON INC(ALC)4,8825,002+120384,750376,9010.14%-7,849
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
12,53212,5320496,142486,9940.18%-9,148
AMERICAN TOWER CORP REIT(AMT)1,3211,281-40231,928221,0750.08%-10,853
GENERAL DYNAMICS CORP(GD)2,7402,655-85922,448911,2490.34%-11,199
DEXCOM INC(DXCM)3,5003,5000232,295219,8000.08%-12,495
KIMBERLY CLARK CORP(KMB)2,5232,494-29254,546240,5970.09%-13,949
WALMART INC(WMT)25,98223,154-2,8282,894,6542,877,5791.08%-17,075
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