AMARILLO NATIONAL BANK

Bank

CIK

1053013

Location

AMARILLO, TX

Portfolio Value

Small $131,638,819

Diversification

Diversified

Filing Date

Global Rank

#4,779 / 8,232 ▲ 294

Top Industry

Discount Stores 11.2%

3Y Alpha vs SPY

-2.3%

Period ended 2 months ago

Filed Apr 17, 2026 · 58d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+66.3%

SPY

+76.3%

Annualised alpha

-2.3%

Max drawdown

−19.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

56 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

22.3%

−1.1 pts

Top 5

53.7%

−1.4 pts

Top 10

75.4%

−2.4 pts

HHI

872

Diversified−68

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	24.7%	$32,576,953	8
Unclassified	22.3%	$29,322,528	1
Financial Services	16.7%	$21,967,221	11
Consumer Defensive	9.6%	$12,647,135	5
Communication Services	4.8%	$6,296,473	3
Energy	4.8%	$6,280,651	4
Utilities	4.7%	$6,222,507	3
Consumer Cyclical	4.6%	$6,056,604	4
Industrials	4.0%	$5,218,144	6
Healthcare	3.4%	$4,434,712	9
Real Estate	0.5%	$615,891	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

23 positions

Ticker	Company	Δ Shares	Shares	Value
WMT	Walmart Inc.	+5,243	90,333	$11,226,584
T	At&T Inc.	+3,153	11,276	$326,891
AAPL	Apple Inc.	+1,752	44,922	$11,400,754
NVDA	Nvidia Corp	+1,174	57,392	$10,009,164
XEL	Xcel Energy Inc	+1,088	8,909	$707,730
JPM	Jpmorgan Chase & Co	+1,082	29,568	$8,697,722
XOM	Exxon Mobil Corp	+972	27,139	$4,604,402
GOOGL	Alphabet Inc.	+623	19,886	$5,718,417
KO	Coca Cola Co	+600	5,220	$396,981
JNJ	Johnson & Johnson	+520	2,789	$681,743
AMZN	Amazon Com Inc	+507	25,451	$5,300,679
MSFT	Microsoft Corp	+446	20,598	$7,624,761
LLY	ELI LILLY & Co	+432	1,676	$1,541,534
CAT	Caterpillar Inc	+245	4,076	$2,887,682
DLR	Digital Realty Trust, Inc.	+225	1,892	$340,957
AXP	American Express Co	+219	4,267	$1,290,681
SPY	Spdr S&P 500 ETF Trust	+213	45,088	$29,322,528
ADI	Analog Devices Inc	+173	1,723	$548,154
AVGO	Broadcom Inc.	+166	1,178	$364,602
HD	Home Depot, Inc.	+147	801	$263,440
UNH	Unitedhealth Group Inc	+100	990	$267,884
ATO	Atmos Energy Corp	+74	28,641	$5,290,565
TXN	Texas Instruments Inc	+40	1,420	$275,678
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
ORCL	Oracle Corp	−1,136	14,365	$2,113,234
ETN	Eaton Corp plc	−562	1,118	$399,875
V	Visa Inc.	−325	6,913	$2,089,384
CVX	Chevron Corp	−155	4,716	$975,740
ABT	Abbott Laboratories	−39	2,253	$231,315
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
WFC	Wells Fargo & Company/Mn	7,241	$576,456
RTX	RTX Corp	1,577	$304,203
LOW	Lowes Companies Inc	1,224	$289,206
META	Meta Platforms, Inc.	439	$251,165
CSCO	Cisco Systems, Inc.	3,101	$240,606
COST	Costco Wholesale Corp /New	231	$230,175
NEE	Nextera Energy Inc	2,414	$224,212
LMT	Lockheed Martin Corp	341	$206,096
HCA	HCA Healthcare, Inc.	430	$203,493
SBUX	Starbucks Corp	2,269	$203,279
FMNB	Farmers National Banc Corp /Oh/	14,000	$184,240
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
GWW	W.W. Grainger, Inc.	318	$320,877
MCD	Mcdonalds Corp	720	$220,053
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

56 positions · $131,638,819 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 56 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	45,088	+213	$29,322,528	−4.2%	22.27%
AAPL	Apple Inc. Technology	Added	44,922	+1,752	$11,400,754	−2.9%	8.66%
WMT	Walmart Inc. Consumer Defensive	Added	90,333	+5,243	$11,226,584	+18.4%	8.53%
NVDA	Nvidia Corp Technology	Added	57,392	+1,174	$10,009,164	−4.5%	7.60%
JPM	Jpmorgan Chase & Co Financial Services	Added	29,568	+1,082	$8,697,722	−5.2%	6.61%
MSFT	Microsoft Corp Technology	Added	20,598	+446	$7,624,761	−21.8%	5.79%
GOOGL	Alphabet Inc. Communication Services	Added	19,886	+623	$5,718,417	−5.2%	4.34%
AMZN	Amazon Com Inc Consumer Cyclical	Added	25,451	+507	$5,300,679	−7.9%	4.03%
ATO	Atmos Energy Corp Utilities	Added	28,641	+74	$5,290,565	+10.5%	4.02%
XOM	Exxon Mobil Corp Energy	Added	27,139	+972	$4,604,402	+46.2%	3.50%
PB	Prosperity Bancshares Inc Financial Services	Held	56,012	0	$3,762,885	−2.8%	2.86%
CAT	Caterpillar Inc Industrials	Added	4,076	+245	$2,887,682	+31.6%	2.19%
HOMB	Home Bancshares Inc Financial Services	Held	84,030	0	$2,262,927	−3.1%	1.72%
ORCL	Oracle Corp Technology	Reduced	14,365	-1,136	$2,113,234	−30.1%	1.61%
V	Visa Inc. Financial Services	Reduced	6,913	-325	$2,089,384	−17.7%	1.59%
LLY	ELI LILLY & Co Healthcare	Added	1,676	+432	$1,541,534	+15.3%	1.17%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	3,059	0	$1,465,872	−4.7%	1.11%
MA	Mastercard Inc Financial Services	Held	2,631	0	$1,314,604	−12.5%	1.00%
AXP	American Express Co Financial Services	Added	4,267	+219	$1,290,681	−13.8%	0.98%
DE	Deere & Co Industrials	Held	1,941	0	$1,093,365	+21.0%	0.83%
CVX	Chevron Corp Energy	Reduced	4,716	-155	$975,740	+31.4%	0.74%
XEL	Xcel Energy Inc Utilities	Added	8,909	+1,088	$707,730	+22.5%	0.54%
JNJ	Johnson & Johnson Healthcare	Added	2,789	+520	$681,743	+45.2%	0.52%
WFC	Wells Fargo & Company/Mn Financial Services	NEW	7,241	NEW	$576,456	NEW	0.44%
ADI	Analog Devices Inc Technology	Added	1,723	+173	$548,154	+30.4%	0.42%
CL	Colgate Palmolive Co Consumer Defensive	Held	5,750	0	$490,072	+7.9%	0.37%
ABBV	AbbVie Inc. Healthcare	Held	2,134	0	$464,122	−4.8%	0.35%
PFE	Pfizer Inc Healthcare	Held	15,513	0	$435,605	+12.8%	0.33%
ETN	Eaton Corp plc Industrials	Reduced	1,118	-562	$399,875	−25.3%	0.30%
KO	Coca Cola Co Consumer Defensive	Added	5,220	+600	$396,981	+22.9%	0.30%
OKE	Oneok Inc /New/ Energy	Held	4,333	0	$391,659	+23.0%	0.30%
AVGO	Broadcom Inc. Technology	Added	1,178	+166	$364,602	+4.1%	0.28%
MRK	Merck & Co., Inc. Healthcare	Held	2,872	0	$345,472	+14.3%	0.26%
DLR	Digital Realty Trust, Inc. Real Estate	Added	1,892	+225	$340,957	+32.2%	0.26%
ITW	Illinois Tool Works Inc Industrials	Held	1,256	0	$326,923	+5.7%	0.25%
T	At&T Inc. Communication Services	Added	11,276	+3,153	$326,891	+62.0%	0.25%
VLO	Valero Energy Corp/Tx Energy	Held	1,250	0	$308,850	+51.8%	0.23%
RTX	RTX Corp Industrials	NEW	1,577	NEW	$304,203	NEW	0.23%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	2,100	0	$303,323	+0.8%	0.23%
LOW	Lowes Companies Inc Consumer Cyclical	NEW	1,224	NEW	$289,206	NEW	0.22%
TXN	Texas Instruments Inc Technology	Added	1,420	+40	$275,678	+15.1%	0.21%
PLD	Prologis, Inc. Real Estate	Held	2,080	0	$274,934	+3.5%	0.21%
UNH	Unitedhealth Group Inc Healthcare	Added	990	+100	$267,884	−8.8%	0.20%
DHR	Danaher Corp /De/ Healthcare	Held	1,390	0	$263,544	−17.2%	0.20%
HD	Home Depot, Inc. Consumer Cyclical	Added	801	+147	$263,440	+17.1%	0.20%
ICE	Intercontinental Exchange, Inc. Financial Services	Held	1,656	0	$260,455	−2.9%	0.20%
META	Meta Platforms, Inc. Communication Services	NEW	439	NEW	$251,165	NEW	0.19%
CSCO	Cisco Systems, Inc. Technology	NEW	3,101	NEW	$240,606	NEW	0.18%
ABT	Abbott Laboratories Healthcare	Reduced	2,253	-39	$231,315	−19.4%	0.18%
COST	Costco Wholesale Corp /New Consumer Defensive	NEW	231	NEW	$230,175	NEW	0.17%