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Equibles

Texas Capital Bank Wealth Management Services Inc

Bank
Location
Dallas, TX
Portfolio Value
Small $845,626,931
Diversification
Diversified
Filing Date
Global Rank
#1,956 / 8,592 ▲ 4
Top Industry
Semiconductors 22.2%
3Y Alpha vs SPY
-1.4%
Period ended 3 months ago
Filed May 11, 2026 · 39d
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
+70.6%
SPY
+76.8%
Annualised alpha
-1.4%
Max drawdown
−20.7%

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

264 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
16.4%
−1.0 pts
Top 5
37.7%
−3.7 pts
Top 10
48.3%
−4.5 pts
HHI
469
Jun 2023 → Mar 2026 · range 245 – 554
Diversified−85

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 35.5% $300,330,131
Financial Services 16.4% $138,652,123
Unclassified 12.8% $107,977,458
Energy 7.2% $60,920,533
Industrials 6.9% $58,434,464
Consumer Cyclical 5.9% $50,068,214
Healthcare 5.8% $48,721,636
Communication Services 4.3% $36,147,424
Consumer Defensive 2.4% $20,076,254
Utilities 1.6% $13,513,567
Real Estate 0.7% $6,205,199
Basic Materials 0.5% $4,579,928

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
HPK +300,000 776,190 $5,355,711
DGXX +100,000 505,001 $1,025,152
LPRO +79,395 255,168 $318,960
ABEV +61,202 76,757 $224,130
ET +54,733 785,422 $15,158,644
CGBD +43,889 72,014 $787,832
STEL +43,629 82,209 $3,009,671
COP +39,355 60,279 $7,956,828
OBDC +36,559 379,426 $4,196,450
ZTS +34,510 44,484 $5,258,453
TCBI +30,417 379,506 $36,007,529
GOOGL +22,289 50,199 $14,435,224
TSLX +13,740 166,754 $3,064,938
RNTX +11,500 273,625 $355,712
IRD +10,500 88,500 $402,675
UNH +7,240 23,287 $6,301,228
D +6,969 11,397 $704,561
ARCC +6,907 247,997 $4,468,905
MO +5,769 10,469 $690,849
INTU +4,183 17,981 $7,774,624
ORLY +4,167 6,525 $602,322
OKLO +4,000 10,804 $535,770
UL +3,625 7,456 $424,768
XOM +3,084 81,077 $13,755,523
SHEL +2,897 8,802 $818,586

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open
OCSL −102,879 59,217 $669,152
AESI −50,000 50,000 $656,000
LRCX −47,595 62,233 $13,296,702
ORCL −45,418 8,068 $1,186,882
CUE −43,249 397,421 $91,406
NVDA −17,297 796,604 $138,927,737
NKE −15,983 5,666 $299,278
NEE −11,340 91,882 $8,533,999
SPY −8,960 36,973 $24,045,020
STWD −8,487 191,620 $3,299,696
APH −6,913 92,301 $11,662,231
VZ −6,685 53,539 $2,687,657
CAT −4,682 19,056 $13,500,413
MDLZ −3,752 3,642 $209,924
PG −3,441 14,839 $2,143,345
IREN −3,345 14,312 $490,615
MS −3,150 70,947 $11,675,747
CIFR −3,100 28,140 $362,161
TJX −2,917 63,369 $10,120,028
AAPL −2,896 165,892 $42,101,730
ABT −2,779 13,659 $1,402,369
PAYX −2,501 2,553 $235,182
CSCO −2,342 24,853 $1,928,344
PFE −2,278 23,846 $669,595
DE −1,933 31,107 $17,522,572

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open
EBAY 67,827 $6,173,613
NBHC 70,475 $2,759,800
RTX 11,540 $2,226,065
APD 2,452 $712,280
NSC 2,438 $699,706
RSG 2,975 $651,584
TEL 3,101 $648,170
MU 1,903 $642,908
SSB 6,274 $580,470
TRV 1,818 $530,274
ETHB 18,510 $499,214
FDX 1,358 $483,692
ODFL 2,314 $452,155
NEU 653 $418,540
ENTG 3,449 $404,359
SCHW 3,990 $374,979
DIA 777 $359,898
NVS 2,205 $336,813
AZN 1,705 $336,259
EQIX 337 $330,340
ICLR 2,850 $315,381
BNS 4,528 $313,835
TTE 3,354 $305,146
SSSS 28,000 $299,880
CHD 3,087 $288,078

Sold Out

Positions the filer fully exited
19 positions
Ticker Shares Value Open
PNNT 152,033 $906,116
ETHA 31,621 $709,258
CSX 15,967 $578,803
ADP 2,142 $550,986
GPC 3,501 $430,482
ICE 2,077 $336,390
TRIN 22,066 $323,266
AIG 3,145 $269,054
BSX 2,714 $258,779
SONY 9,640 $246,784
CTSH 2,835 $235,305
ISRG 404 $228,809
AWK 1,717 $224,068
TRMB 2,782 $217,969
ANET 1,624 $212,792
TM 946 $202,500
VRSK 904 $202,215
ACA 1,900 $202,008
BEAT 10,000 $24,000

Portfolio Positions

Export CSV View 13F filing
264 positions · $845,626,931 total · as of Mar 31, 2026
All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities
Showing 1–50 of 264 positions by value · page 1 of 6
Ticker Company Shares Value (USD) % of Portfolio History
NVDA
Nvidia Corp
Technology 		796,604 $138,927,737 16.43%
IBIT
iShares Bitcoin Trust ETF
 2,032,648 $78,094,335 9.24%
AAPL
Apple Inc.
Technology 		165,892 $42,101,730 4.98%
TCBI
Texas Capital Bancshares Inc/Tx
Financial Services 		379,506 $36,007,529 4.26%
SPY
Spdr S&P 500 ETF Trust
 36,973 $24,045,020 2.84%
MSFT
Microsoft Corp
Technology 		61,316 $22,697,343 2.68%
JPM
Jpmorgan Chase & Co
Financial Services 		59,979 $17,643,422 2.09%
DE
Deere & Co
Industrials 		31,107 $17,522,572 2.07%
KLAC
Kla Corp
Technology 		11,033 $16,245,099 1.92%
ET
Energy Transfer LP
Energy 		785,422 $15,158,644 1.79%
META
Meta Platforms, Inc.
Communication Services 		25,365 $14,512,076 1.72%
GOOGL
Alphabet Inc.
Communication Services 		50,199 $14,435,224 1.71%
AMZN
Amazon Com Inc
Consumer Cyclical 		66,295 $13,807,259 1.63%
XOM
Exxon Mobil Corp
Energy 		81,077 $13,755,523 1.63%
CAT
Caterpillar Inc
Industrials 		19,056 $13,500,413 1.60%
LRCX
Lam Research Corp
Technology 		62,233 $13,296,702 1.57%
LLY
ELI LILLY & Co
Healthcare 		13,402 $12,326,757 1.46%
MS
Morgan Stanley
Financial Services 		70,947 $11,675,747 1.38%
APH
Amphenol Corp /De/
Technology 		92,301 $11,662,231 1.38%
MA
Mastercard Inc
Financial Services 		21,093 $10,539,327 1.25%
COST
Costco Wholesale Corp /New
Consumer Defensive 		10,343 $10,306,075 1.22%
TJX
Tjx Companies Inc /De/
Consumer Cyclical 		63,369 $10,120,028 1.20%
NEE
Nextera Energy Inc
Utilities 		91,882 $8,533,999 1.01%
HD
Home Depot, Inc.
Consumer Cyclical 		24,576 $8,082,800 0.96%
COP
Conocophillips
Energy 		60,279 $7,956,828 0.94%
INTU
Intuit Inc.
Technology 		17,981 $7,774,624 0.92%
TT
Trane Technologies plc
Industrials 		17,990 $7,497,151 0.89%
UNH
Unitedhealth Group Inc
Healthcare 		23,287 $6,301,228 0.75%
MSCI
MSCI Inc.
Financial Services 		11,457 $6,175,437 0.73%
EBAY
Ebay Inc
Consumer Cyclical 		67,827 $6,173,613 0.73%
DHR
Danaher Corp /De/
Healthcare 		30,085 $5,704,115 0.67%
CVX
Chevron Corp
Energy 		27,109 $5,608,851 0.66%
AVGO
Broadcom Inc.
Technology 		17,531 $5,426,019 0.64%
HPK
HighPeak Energy, Inc.
Energy 		776,190 $5,355,711 0.63%
ZTS
Zoetis Inc.
Healthcare 		44,484 $5,258,453 0.62%
AMD
Advanced Micro Devices Inc
Technology 		24,726 $5,030,010 0.59%
ARCC
Ares Capital Corp
Financial Services 		247,997 $4,468,905 0.53%
JNJ
Johnson & Johnson
Healthcare 		18,251 $4,461,273 0.53%
OBDC
Blue Owl Capital Corp
Financial Services 		379,426 $4,196,450 0.50%
ARM
Arm Holdings PLC /Uk
Technology 		27,500 $4,160,200 0.49%
BAC
Bank Of America Corp /De/
Financial Services 		81,231 $3,960,011 0.47%
V
Visa Inc.
Financial Services 		12,905 $3,900,406 0.46%
BRK-B
Berkshire Hathaway Inc
Financial Services 		8,056 $3,860,434 0.46%
GEL
Genesis Energy LP
Energy 		200,000 $3,566,000 0.42%
PLTR
Palantir Technologies Inc.
Technology 		24,090 $3,523,884 0.42%
STWD
Starwood Property Trust, Inc.
Real Estate 		191,620 $3,299,696 0.39%
TSLA
Tesla, Inc.
Consumer Cyclical 		8,743 $3,250,210 0.38%
QQQ
Invesco Qqq Trust, Series 1
 5,344 $3,084,449 0.36%
TSLX
Sixth Street Specialty Lending, Inc.
Financial Services 		166,754 $3,064,938 0.36%
STEL
Stellar Bancorp, Inc.
Financial Services 		82,209 $3,009,671 0.36%

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