American National Bank of Texas
BankFiling Date
Global Rank
#7,493
/ 8,517
▲ 374
Top Industry
Internet Content & Information
13.4%
3Y Alpha vs SPY
-7.0%
Period ended 47 days ago
Filed Aug 14, 2026 · 2d
4 quarters · since Sep 2025
Clone Performance
Nov 2025–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+10.5%
SPY
+15.5%
Annualised alpha
-7.0%
Max drawdown
−7.5%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 4 quarters. Past performance does not predict future results.
Portfolio Concentration
41 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
18.4%
+0.0 pts
Top 5
47.7%
−0.2 pts
Top 10
63.6%
−1.4 pts
HHI
661
Diversified−28
Portfolio Trend
4 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 30.2% | $8,983,393 |
| Technology | 15.3% | $4,558,856 |
| Financial Services | 11.1% | $3,315,283 |
| Consumer Defensive | 9.8% | $2,909,280 |
| Communication Services | 9.3% | $2,772,049 |
| Healthcare | 6.7% | $1,999,714 |
| Energy | 6.6% | $1,969,424 |
| Consumer Cyclical | 6.0% | $1,776,580 |
| Industrials | 4.9% | $1,457,954 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EVMO | Eaton Vance Mortgage Opportunities ETF | +2,396 | 109,512 | $5,474,504 | |
| BRO | Brown & Brown, Inc. | +733 | 6,101 | $391,379 | |
| V | Visa Inc. | +227 | 2,033 | $697,501 | |
| MA | Mastercard Inc | +159 | 794 | $407,798 | |
| EW | Edwards Lifesciences Corp | +61 | 3,315 | $299,874 | |
| KNSL | Kinsale Capital Group, Inc. | +56 | 1,070 | $352,896 | |
| JPM | Jpmorgan Chase & Co | +43 | 3,105 | $1,016,359 | |
| CL | Colgate Palmolive Co | +40 | 3,300 | $302,544 | |
| LHX | L3harris Technologies, Inc. /De/ | +30 | 712 | $206,900 | |
| CVX | Chevron Corp | +26 | 3,269 | $541,869 | |
| PM | Philip Morris International Inc. | +19 | 1,607 | $290,722 | |
| AMGN | Amgen Inc | +15 | 609 | $220,531 | |
| MSFT | Microsoft Corp | +13 | 4,557 | $1,699,852 | |
| UNH | Unitedhealth Group Inc | +3 | 758 | $315,047 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
15 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| XOM | ExxonMobil Holdings Corp | −1,263 | 8,590 | $1,174,424 | |
| WMT | Walmart Inc. | −1,250 | 4,750 | $537,985 | |
| ORCL | Oracle Corp | −645 | 1,900 | $278,445 | |
| ABBV | AbbVie Inc. | −600 | 2,211 | $556,376 | |
| VEA | Vanguard FTSE Developed Markets ETF | −500 | 5,587 | $398,073 | |
| AAPL | Apple Inc. | −489 | 6,725 | $1,945,946 | |
| KO | Coca Cola Co | −294 | 10,398 | $845,045 | |
| GLDM | World Gold Trust | −273 | 35,184 | $2,794,313 | |
| ABT | Abbott Laboratories | −129 | 3,279 | $297,536 | |
| GOOGL | Alphabet Inc. | −64 | 6,434 | $2,284,240 | |
| PWR | Quanta Services, Inc. | −60 | 632 | $455,065 | |
| HD | Home Depot, Inc. | −56 | 832 | $293,429 | |
| META | Meta Platforms, Inc. | −25 | 866 | $487,809 | |
| AMZN | Amazon Com Inc | −20 | 3,995 | $952,168 | |
| BRK-B | Berkshire Hathaway Inc | −19 | 898 | $449,350 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TSCO | Tractor Supply Co /De/ | 8,825 | $399,772 | |
| No positions match the current search. | ||||
41 tracked positions ·
$29,742,533 total
· filing declares
62 positions · $109,579,064
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| EVMO |
Eaton Vance Mortgage Opportunities ETF
|
Added | 109,512 | $5,474,504 | 18.41% | |
| GLDM |
World Gold Trust
|
Reduced | 35,184 | $2,794,313 | 9.40% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 6,434 | $2,284,240 | 7.68% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 6,725 | $1,945,946 | 6.54% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 4,557 | $1,699,852 | 5.72% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 8,590 | $1,174,424 | 3.95% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 3,105 | $1,016,359 | 3.42% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 3,995 | $952,168 | 3.20% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 10,398 | $845,045 | 2.84% | |
| CLX |
Clorox Co /De/
Consumer Defensive
|
Held | 7,680 | $732,979 | 2.46% | |
| V |
Visa Inc.
Financial Services
|
Added | 2,033 | $697,501 | 2.35% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 2,211 | $556,376 | 1.87% | |
| CVX |
Chevron Corp
Energy
|
Added | 3,269 | $541,869 | 1.82% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 4,750 | $537,985 | 1.81% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 866 | $487,809 | 1.64% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Reduced | 632 | $455,065 | 1.53% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 898 | $449,350 | 1.51% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Held | 601 | $434,523 | 1.46% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 794 | $407,798 | 1.37% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Reduced | 5,587 | $398,073 | 1.34% | |
| BRO |
Brown & Brown, Inc.
Financial Services
|
Added | 6,101 | $391,379 | 1.32% | |
| KNSL |
Kinsale Capital Group, Inc.
Financial Services
|
Added | 1,070 | $352,896 | 1.19% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 1,191 | $321,939 | 1.08% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Held | 450 | $316,503 | 1.06% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 758 | $315,047 | 1.06% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Held | 3,000 | $310,350 | 1.04% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Added | 3,300 | $302,544 | 1.02% | |
| EW |
Edwards Lifesciences Corp
Healthcare
|
Added | 3,315 | $299,874 | 1.01% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 3,279 | $297,536 | 1.00% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 832 | $293,429 | 0.99% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 1,607 | $290,722 | 0.98% | |
| HON |
Honeywell International Inc
Industrials
|
Held | 1,275 | $285,472 | 0.96% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 1,900 | $278,445 | 0.94% | |
| TT |
Trane Technologies plc
Industrials
|
Held | 541 | $265,717 | 0.89% | |
| HAL |
Halliburton Co
Energy
|
Held | 7,456 | $253,131 | 0.85% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 900 | $244,800 | 0.82% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 609 | $220,531 | 0.74% | |
| YETI |
YETI Holdings, Inc.
Consumer Cyclical
|
NEW | 4,218 | $209,044 | 0.70% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
Added | 712 | $206,900 | 0.70% | |
| NVDA |
Nvidia Corp
Technology
|
NEW | 1,000 | $200,090 | 0.67% | |
| IPAR |
Interparfums Inc
Consumer Defensive
|
NEW | 1,788 | $200,005 | 0.67% |
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.