AMARILLO NATIONAL BANK

CIK

1053013

Location

AMARILLO, TX

Portfolio Value

Small $615,932,924

Diversification

Highly concentrated

Filing Date

Global Rank

#3,367 / 8,827 ▼ 45 · as of Jun 2026

Top Industry

Consumer Electronics 12.9%

Period ended 38 days ago

Filed Oct 23, 2026 · 15d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 89.7% of the book (60%+)

Turnover

Low turnover

4.2% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 23.8 quarters (12+), a floor since 70.9% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 79.2%; sector active share 68.3% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

86 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

66.7%

−0.1 pts

Top 5

82.9%

+0.5 pts

Top 10

90.7%

+1.0 pts

HHI

4,545

Highly concentrated−12

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	80.5%	$495,867,161	35
Technology	7.0%	$43,267,742	9
Financial Services	4.2%	$25,620,406	12
Communication Services	1.9%	$11,993,293	2
Consumer Defensive	1.7%	$10,745,612	5
Consumer Cyclical	1.1%	$6,743,201	3
Energy	1.0%	$6,373,823	5
Utilities	0.8%	$5,088,715	2
Industrials	0.8%	$4,837,751	3
Healthcare	0.8%	$4,832,545	8
Real Estate	0.1%	$562,675	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
HOMB	Home Bancshares Inc	+54,148	131,668	$3,710,404
IAGG	iShares Core International Aggregate Bond ETF	+40,800	637,451	$31,362,589
AGG	iShares Core U.S. Aggregate Bond ETF	+27,202	475,734	$44,975,891
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	+16,267	232,165	$17,925,459
EEM	iShares MSCI Emerging Markets ETF	+4,601	551,768	$36,852,584
IWM	iShares Russell 2000 ETF	+442	74,850	$20,800,065
IJH	iShares Core S&P Mid-Cap ETF	+147	27,992	$2,014,024
SHY	iShares 1-3 Year Treasury Bond ETF	+95	9,699	$787,558
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+34	996	$372,743
IVW	iShares S&P 500 Growth ETF	+17	292,240	$41,574,061
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IDEV	iShares Core MSCI International Developed Markets ETF	−31,567	571,281	$51,118,223
IWR	iShares Russell Mid-Cap ETF	−9,617	203,802	$21,747,709
IVV	iShares Core S&P 500 ETF	−6,703	120,344	$92,165,451
IEFA	iShares Core MSCI EAFE ETF	−3,628	3,004	$291,027
WMT	Walmart Inc.	−960	89,373	$9,287,640
IEF	iShares 7-10 Year Treasury Bond ETF	−813	5,957	$532,019
CATH	Global X S&P 500 Catholic Values ETF	−687	32,732	$2,968,137
WFC	Wells Fargo & Company	−344	6,320	$505,916
AMZN	Amazon Com Inc	−336	25,403	$6,329,157
IVE	iShares S&P 500 Value ETF	−320	264,281	$60,330,065
MSFT	Microsoft Corp	−243	20,407	$10,466,749
DLR	Digital Realty Trust, Inc.	−225	1,667	$292,608
JNJ	Johnson & Johnson	−217	2,452	$649,142
V	Visa Inc.	−174	6,739	$2,421,524
ADI	Analog Devices Inc	−173	1,550	$614,900
XOM	ExxonMobil Holdings Corp	−148	26,762	$4,355,515
AVGO	Broadcom Inc.	−140	1,038	$364,535
—		−140	2,051	$0
DE	Deere & Co	−131	1,810	$1,215,505
DVY	iShares Select Dividend ETF	−125	53,230	$8,094,684
—		−125	17,519	$0
AXP	American Express Co	−123	4,144	$1,260,189
HD	Home Depot, Inc.	−95	706	$200,849
XEL	Xcel Energy Inc	−81	8,828	$622,197
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	−65	19,268	$3,217,370
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
MPC	Marathon Petroleum Corp	509	$201,268
No positions match the current search.

Sold Out

Positions the filer fully exited

12 positions

Ticker	Company	Shares	Value
RTX	RTX Corp	1,477	$280,231
WDC	Western Digital Corp	401	$256,126
GLW	Corning Inc	1,000	$255,430
MRVL	Marvell Technology, Inc.	850	$253,206
META	Meta Platforms, Inc.	439	$247,284
LOW	Lowes Companies Inc	1,059	$233,498
T	At&T Inc.	11,276	$233,412
AMD	Advanced Micro Devices Inc	398	$231,202
IBM	International Business Machines Corp	782	$219,906
COST	Costco Wholesale Corp	231	$216,093
VO	VANGUARD MID-CAP INDEX FUND	2,540	$204,647
QCOM	Qualcomm Inc	1,099	$203,084
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

86 tracked positions · $615,932,924 total · filing declares 141 positions · $620,094,644 · as of Sep 30, 2026

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

Showing 1–50 of 86 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IVV	iShares Core S&P 500 ETF	Reduced	120,344	-6,703	$92,165,451	−3.1%	14.96%
IVE	iShares S&P 500 Value ETF	Reduced	264,281	-320	$60,330,065	+0.4%	9.79%
IDEV	iShares Core MSCI International Developed Markets ETF	Reduced	571,281	-31,567	$51,118,223	−4.7%	8.30%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	475,734	+27,202	$44,975,891	+1.3%	7.30%
IVW	iShares S&P 500 Growth ETF	Added	292,240	+17	$41,574,061	+3.4%	6.75%
EEM	iShares MSCI Emerging Markets ETF	Added	551,768	+4,601	$36,852,584	−1.5%	5.98%
SPY	Spdr S&P 500 ETF Trust	Reduced	44,989	-20	$34,309,959	+2.1%	5.57%
IAGG	iShares Core International Aggregate Bond ETF	Added	637,451	+40,800	$31,362,589	+3.9%	5.09%
IWR	iShares Russell Mid-Cap ETF	Reduced	203,802	-9,617	$21,747,709	−7.6%	3.53%
IWM	iShares Russell 2000 ETF	Added	74,850	+442	$20,800,065	−7.0%	3.38%
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	Added	232,165	+16,267	$17,925,459	+3.8%	2.91%
AAPL	Apple Inc. Technology	Reduced	46,422	-59	$15,459,453	+14.9%	2.51%
EFA	iShares MSCI EAFE ETF	Reduced	128,380	-40	$13,337,397	−0.0%	2.17%
NVDA	Nvidia Corp Technology	Held	58,060	0	$13,259,742	+14.1%	2.15%
MSFT	Microsoft Corp Technology	Reduced	20,407	-243	$10,466,749	+35.9%	1.70%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	29,546	-22	$9,774,703	+1.0%	1.59%
WMT	Walmart Inc. Consumer Defensive	Reduced	89,373	-960	$9,287,640	−9.2%	1.51%
DVY	iShares Select Dividend ETF	Reduced	53,230	-125	$8,094,684	−2.9%	1.31%
GOOGL	Alphabet Inc. Communication Services	Reduced	19,872	-14	$6,837,557	−3.8%	1.11%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	25,403	-336	$6,329,157	+3.2%	1.03%
GOOG	Alphabet Inc. Communication Services	Reduced	15,131	-38	$5,155,736	−3.8%	0.84%
ATO	Atmos Energy Corp Utilities	Reduced	28,551	-16	$4,466,518	−9.2%	0.73%
XOM	ExxonMobil Holdings Corp Energy	Reduced	26,762	-148	$4,355,515	+18.4%	0.71%
HOMB	Home Bancshares Inc Financial Services	Added	131,668	+54,148	$3,710,404	+67.6%	0.60%
PB	Prosperity Bancshares Inc Financial Services	Held	56,012	0	$3,708,554	−9.3%	0.60%
IWS	iShares Russell Mid-Cap Value ETF	Held	22,592	0	$3,631,437	−2.3%	0.59%
CAT	Caterpillar Inc Industrials	Reduced	4,069	-7	$3,299,103	−24.0%	0.54%
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	Reduced	19,268	-65	$3,217,370	−10.2%	0.52%
CATH	Global X S&P 500 Catholic Values ETF	Reduced	32,732	-687	$2,968,137	+0.4%	0.48%
DFUS	Dimensional U.S. Equity Market ETF	Held	34,028	0	$2,825,344	+1.3%	0.46%
V	Visa Inc. Financial Services	Reduced	6,739	-174	$2,421,524	+2.1%	0.39%
IJH	iShares Core S&P Mid-Cap ETF	Added	27,992	+147	$2,014,024	−6.2%	0.33%
ORCL	Oracle Corp Technology	Held	14,365	0	$1,972,314	−6.3%	0.32%
LLY	ELI LILLY & Co Healthcare	Reduced	1,626	-50	$1,881,412	−6.4%	0.31%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	3,059	0	$1,523,229	−0.5%	0.25%
MA	Mastercard Inc Financial Services	Held	2,631	0	$1,450,917	+7.4%	0.24%
AXP	American Express Co Financial Services	Reduced	4,144	-123	$1,260,189	−12.7%	0.20%
DE	Deere & Co Industrials	Reduced	1,810	-131	$1,215,505	−1.3%	0.20%
DFUV	Dimensional U.S. Marketwide Value ETF	Held	19,084	0	$1,049,620	−0.0%	0.17%
CVX	Chevron Corp Energy	Held	4,716	0	$963,054	+23.2%	0.16%
AIVL	WisdomTree U.S. AI Enhanced Value Fund	Held	7,031	0	$899,546	−2.4%	0.15%
SHY	iShares 1-3 Year Treasury Bond ETF	Added	9,699	+95	$787,558	−0.1%	0.13%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	1	0	$747,005	−0.2%	0.12%
JMSI	JPMorgan Sustainable Municipal Income ETF	Held	14,207	0	$670,570	−6.4%	0.11%
JNJ	Johnson & Johnson Healthcare	Reduced	2,452	-217	$649,142	−4.2%	0.11%
XEL	Xcel Energy Inc Utilities	Reduced	8,828	-81	$622,197	−13.0%	0.10%
ADI	Analog Devices Inc Technology	Reduced	1,550	-173	$614,900	−10.1%	0.10%
ABBV	AbbVie Inc. Healthcare	Held	2,134	0	$558,232	+4.0%	0.09%
IEF	iShares 7-10 Year Treasury Bond ETF	Reduced	5,957	-813	$532,019	−16.9%	0.09%
WFC	Wells Fargo & Company Financial Services	Reduced	6,320	-344	$505,916	−8.1%	0.08%

Showing the top 50 of 86 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.