Fund Holdings

CULLEN/FROST BANKERS, INC.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
PUTNAM ETF TRUST FOCUSED LAR CAP6,852,8557,723,844+870,989312,284,584358,386,3434.07%+46,101,759
CORNING INC COM(GLW)814,687772,482-42,20571,333,945105,034,3391.19%+33,700,394
EXXON MOBIL CORP COM470,601502,743+32,14256,632,14685,295,3750.97%+28,663,229
CHEVRON CORPORATION COM(CVX)427,741412,417-15,32465,191,95085,329,1460.97%+20,137,196
VALERO ENERGY CORP COM(VLO)142,748165,502+22,75423,237,92040,892,2270.46%+17,654,307
BOEING CO COM(BA)22,587110,957+88,3704,904,08922,083,7720.25%+17,179,683
KLA CORP COM NEW(KLAC)24,61731,665+7,04829,911,09946,624,5370.53%+16,713,438
ISHARES INC MSCI EMRG CHN
MSCI EMRG CHN
2,555,6052,563,346+7,741185,741,354201,632,7782.29%+15,891,424
ASTRAZENECA PLC ORD ADDED(AZN)079,710+79,710015,720,3790.18%+15,720,379
MERCK & CO INC COM(MRK)215,997300,942+84,94522,735,88236,200,2500.41%+13,464,368
JOHNSON & JOHNSON COM(JNJ)314,253309,152-5,10165,034,63375,569,0050.86%+10,534,372
COSTCO WHOLESALE CORPORATION COM(COST)90,43288,448-1,98477,983,23688,131,9131.00%+10,148,677
GE VERNOVA INC COM(GEV)29,56032,884+3,32419,319,44428,704,4400.33%+9,384,996
INSMED INC COM PAR $.01(INSM)25655,578+55,32244,5549,088,1150.10%+9,043,561
MEDLINE INC COM CL A(MDLN)498188,603+188,10520,9168,392,8340.10%+8,371,918
ENTERGY CORP NEW COM(ETR)374,567381,224+6,65734,621,20342,834,3100.49%+8,213,107
ISHARES TR RUS 1000 VAL ETF403,058435,078+32,02084,779,15692,962,9951.06%+8,183,839
ISHARES TR MSCI EAFE ETF1,951,2312,013,223+61,992187,376,727195,544,3642.22%+8,167,637
VANGUARD INDEX FDS SMALL CP ETF567,959590,093+22,134146,505,045154,557,1261.76%+8,052,081
PUBLIC STORAGE OPER CO COM(PSA)39,90767,749+27,84210,355,91418,351,8040.21%+7,995,890
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT
S&P500 EQL WGT
41,53181,786+40,2557,955,75315,696,4620.18%+7,740,709
CONOCOPHILLIPS COM(COP)225,704218,144-7,56021,128,10828,794,9530.33%+7,666,845
APPLIED MATLS INC COM46,58057,196+10,61611,970,53419,548,9510.22%+7,578,417
VERTEX PHARMACEUTICALS INC COM(VRTX)59016,568+15,978267,4827,398,2750.08%+7,130,793
PALANTIR TECHNOLOGIES INC CL A(PLTR)4,04253,595+49,553718,4667,839,8770.09%+7,121,411
CAPITAL ONE FINL CORP COM(COF)11,58852,086+40,4982,808,5289,502,0280.11%+6,693,500
VERIZON COMMUNICATIONS INC COM(VZ)507,685542,576+34,89120,678,02827,237,3270.31%+6,559,299
WALMART INC COM(WMT)520,544519,026-1,51857,993,82564,504,5670.73%+6,510,742
EATON CORP PLC SHS(ETN)156,127156,172+4549,727,81155,858,1270.63%+6,130,316
FIRST TR EXCHANGE-TRADED FD WCM INTL EQUITY2,890325,997+323,10749,1595,466,9700.06%+5,417,811
TEXAS INSTRS INC COM(TXN)135,532146,154+10,62223,513,36128,374,3280.32%+4,860,967
PROLOGIS INC. COM(PLD)101,732132,977+31,24512,987,13117,576,8850.20%+4,589,754
BALL CORP COM103,787166,940+63,1535,497,5739,867,7930.11%+4,370,220
AMERICAN ELEC PWR CO INC COM264,353265,569+1,21630,482,49634,810,7420.40%+4,328,246
CARRIER GLOBAL CORPORATION COM(CARR)205,714269,294+63,58010,869,92715,163,9550.17%+4,294,028
LAM RESEARCH CORP COM NEW(LRCX)124,531118,475-6,05621,317,13025,313,4010.29%+3,996,271
ANALOG DEVICES INC COM(ADI)64,12766,975+2,84817,391,33821,307,2800.24%+3,915,942
CISCO SYS INC COM(CSCO)639,730685,027+45,29749,278,41253,151,2770.60%+3,872,865
LINDE PLC SHS(LIN)30,25333,638+3,38512,899,61116,676,1270.19%+3,776,516
RESTAURANT BRANDS INTL INC COM(QSR)159,816198,014+38,19810,904,22014,633,2590.17%+3,729,039
RTX CORPORATION COM(RTX)119,306132,603+13,29721,880,64925,579,0160.29%+3,698,367
HONEYWELL INTL INC COM(HON)105,022106,682+1,66020,488,65624,113,3630.27%+3,624,707
RIO TINTO PLC SPONSORED ADR(RIO)186,103195,769+9,66614,893,79818,263,2900.21%+3,369,492
COCA COLA CO COM(KO)615,725610,111-5,61443,045,32346,398,9380.53%+3,353,615
NOVO-NORDISK A S ADR(NVO)167,422319,046+151,6248,518,43011,724,9410.13%+3,206,511
STARBUCKS CORP COM(SBUX)142,704169,647+26,94312,017,10615,198,6500.17%+3,181,544
MONOLITHIC PWR SYS INC COM(MPWR)13,31413,755+44112,067,29815,038,9010.17%+2,971,603
SLB LIMITED COM STK(SLB)20,02171,307+51,286768,3963,664,4550.04%+2,896,059
AT&T INC COM(T)596,434608,782+12,34814,815,40717,648,5990.20%+2,833,192
ASML HLDG NV N Y REGISTRY SHS
N Y REGISTRY SHS
8,9649,316+3529,590,03012,304,1870.14%+2,714,157
BRISTOL-MYERS SQUIBB CO COM(BMY)159,229183,230+24,0018,588,81411,112,8910.13%+2,524,077
PROCTER & GAMBLE CO COM(PG)255,481270,650+15,16936,612,96439,092,6180.44%+2,479,654
CME GROUP INC COM(CME)75,04577,247+2,20220,493,27022,814,7510.26%+2,321,481
CHURCH & DWIGHT CO INC COM(CHD)28,41250,263+21,8512,382,3464,690,5440.05%+2,308,198
VANGUARD INDEX FDS TOTAL STK MKT14,51222,283+7,7714,865,5837,148,6830.08%+2,283,100
ALTRIA GROUP INC COM(MO)243,208246,746+3,53814,023,37216,282,7610.18%+2,259,389
FASTENAL CO COM(FAST)326,127330,542+4,41513,087,47515,337,1390.17%+2,249,664
CUMMINS INC COM(CMI)65,95466,401+44733,666,38835,724,9660.41%+2,058,578
L3HARRIS TECHNOLOGIES INC COM(LHX)62,40959,021-3,38818,321,29520,371,1810.23%+2,049,886
QNITY ELECTRONICS INC COMMON STOCK(Q)110,86395,864-14,9999,051,94111,060,7980.13%+2,008,857
EQT CORP COM(EQT)186,352188,508+2,1569,988,47611,996,6180.14%+2,008,142
SELECT SECTOR SPDR TR STATE STREET ENE
ST STR ENERG ETF
23,92947,776+23,8471,069,8742,926,7350.03%+1,856,861
CAPITAL GRP FIXED INCM ETF T MUNICIPAL HIGH I
MUN HIGH ETF
94,316164,570+70,2542,403,1764,166,9030.05%+1,763,727
ISHARES TR GLOBAL ENERG ETF112,456112,45604,715,2806,478,5900.07%+1,763,310
NETFLIX INC. COM(NFLX)412,797420,187+7,39038,703,89240,401,0260.46%+1,697,134
SPDR SERIES TRUST STATE STREET SPD
ST STR SP REGBNK
165,874190,433+24,55910,750,29312,406,7160.14%+1,656,423
CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI
SHS CREAT UNIT
142,148191,778+49,6305,718,6107,368,1100.08%+1,649,500
CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOME
MUN INM ETF
108,745164,456+55,7112,977,4434,464,9850.05%+1,487,542
REGENCY CTRS CORP COM(REG)176,222179,957+3,73512,164,63213,615,5410.15%+1,450,909
GENERAL DYNAMICS CORP COM(GD)30,86634,401+3,53510,391,28011,807,1160.13%+1,415,836
SELECT SECTOR SPDR TR STATE STREET MAT
ST STR MATER ETF
12,62039,675+27,055572,3171,982,5650.02%+1,410,248
CENTERPOINT ENERGY INC COM(CNP)242,734247,935+5,2019,306,42210,700,8930.12%+1,394,471
ISHARES TR MSCI EMG MKT ETF267,742281,541+13,79914,648,16515,988,7130.18%+1,340,548
MARRIOTT INTL INC NEW CL A(MAR)49,44450,915+1,47115,339,55216,652,8540.19%+1,313,302
DIAMONDBACK ENERGY INC COM(FANG)107,08287,848-19,23416,097,58617,375,5140.20%+1,277,928
CITIGROUP INC COM NEW(C)231,928249,585+17,65727,063,71528,305,4530.32%+1,241,738
CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI
SHS CREAT UNIT
115,000147,064+32,0645,018,5776,256,0810.07%+1,237,504
PEPSICO INC COM(PEP)87,25588,321+1,06612,522,88813,715,3580.16%+1,192,470
KENVUE INC COM(KVUE)431,394497,796+66,4027,441,5488,582,0100.10%+1,140,462
NEWMONT CORP COM(NEM)129,539129,629+9012,934,42214,032,3370.16%+1,097,915
HUNT J B TRANS SVCS INC COM(JBHT)52,70153,335+63410,241,84911,301,6670.13%+1,059,818
TRANE TECHNOLOGIES PLC SHS(TT)29,16329,769+60611,350,06312,405,7840.14%+1,055,721
CAPITAL GROUP DIVIDEND GROWE SHS ETF
SHS ETF
217,760244,580+26,8207,760,9768,780,4090.10%+1,019,433
CAPITAL GROUP GLOBAL EQUITY SHS
SHS
285,813329,108+43,2959,040,27210,037,7820.11%+997,510
ABRDN PRECIOUS METALS BASKET PHYSCL PRECS MET185,256178,698-6,55838,088,63439,084,8270.44%+996,193
INTEL CORP COM(INTC)61,92674,235+12,3092,285,0803,275,9800.04%+990,900
TIDAL TRUST I ADASINA SOCIAL049,570+49,5700966,1190.01%+966,119
INVESCO EXCHANGE TRADED FD T LARGE CAP VALUE
LARGE CAP VALUE
157,154163,570+6,41610,453,87211,402,4680.13%+948,596
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF712,348725,988+13,64038,295,82039,239,6580.45%+943,838
UNION PAC CORP COM(UNP)113,019111,581-1,43826,143,57227,071,8570.31%+928,285
BORGWARNER INC COM27,92939,251+11,3221,258,4812,129,7590.02%+871,278
CLOROX CO DEL COM(CLX)48,59755,683+7,0864,900,0415,770,3910.07%+870,350
CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI
SHS CREAT UNIT
137,291168,272+30,9814,757,1155,615,2460.06%+858,131
WP CAREY INC COM(WPC)132,482137,667+5,1858,526,5639,355,8700.11%+829,307
PHILLIPS 66 COM(PSX)20,10818,779-1,3292,594,6933,421,1700.04%+826,477
NEW YORK LIFE INVTS ACTIVE E NYLI WINSLOW LAR
WINSLOW LAR CAP
1,877,8352,150,058+272,223101,778,614102,600,7411.17%+822,127
COLGATE PALMOLIVE CO COM(CL)28,02335,611+7,5882,214,4143,035,0890.03%+820,675
SPDR GOLD TR GOLD SHS(GLD)19,13419,529+3957,582,9968,403,1330.10%+820,137
GOLDMAN SACHS GROUP INC COM(GS)9,32010,591+1,2718,192,2988,960,0940.10%+767,796
CAPITAL GROUP EQUITY ETF TR US SMALL AND MID
US SM MI CA ETF
98,043121,501+23,4582,827,5503,567,2550.04%+739,705
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