American National Bank of Texas

Bank

CIK

2086953

Location

RICHARDSON, TX

Portfolio Value

Micro $22,486,199

Diversification

Diversified

Filing Date

Global Rank

#7,289 / 8,232 ▲ 185

Top Industry

Oil & Gas Integrated 12.4%

3Y Alpha vs SPY

-13.5%

Period ended 2 months ago

Filed Apr 9, 2026 · 2mo

3 quarters · since Sep 2025

Clone Performance

Nov 2025–Jun 2026 · vs SPY

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

Cloned portfolio

+3.6%

SPY

+11.0%

Annualised alpha

-13.6%

Max drawdown

−8.6%

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

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

Top Position

14.6%

+0.2 pts

Top 5

41.7%

+0.5 pts

Top 10

59.4%

+1.6 pts

HHI

539

Diversified+11

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	18.2%	$4,092,702	4
Unclassified	15.8%	$3,564,051	2
Financial Services	12.9%	$2,899,762	6
Consumer Defensive	12.9%	$2,895,092	5
Energy	11.7%	$2,633,344	3
Consumer Cyclical	8.4%	$1,898,180	4
Healthcare	8.2%	$1,850,596	6
Industrials	6.0%	$1,347,315	5
Communication Services	5.8%	$1,305,157	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
BRO	Brown & Brown, Inc.	+457	5,368	$350,047
AMZN	Amazon Com Inc	+360	4,015	$836,204
V	Visa Inc.	+234	1,806	$545,845
MA	Mastercard Inc	+183	635	$317,284
KNSL	Kinsale Capital Group, Inc.	+181	1,014	$346,443
AAPL	Apple Inc.	+55	7,214	$1,830,841
UNH	Unitedhealth Group Inc	+14	755	$204,295
MSFT	Microsoft Corp	+7	4,544	$1,682,052
JPM	Jpmorgan Chase & Co	+2	3,062	$900,717
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
GLDM	World Gold Trust	−4,250	35,457	$3,286,509
EW	Edwards Lifesciences Corp	−598	3,254	$260,580
HON	Honeywell International Inc	−200	1,275	$288,188
KO	Coca Cola Co	−158	10,692	$813,126
LHX	L3harris Technologies, Inc. /De/	−121	682	$235,392
TT	Trane Technologies plc	−100	541	$225,456
XOM	Exxon Mobil Corp	−70	9,853	$1,671,659
CVX	Chevron Corp	−67	3,243	$670,976
CL	Colgate Palmolive Co	−55	3,260	$277,849
HD	Home Depot, Inc.	−44	888	$292,054
ORCL	Oracle Corp	−40	2,545	$374,394
PM	Philip Morris International Inc.	−30	1,588	$262,559
AMGN	Amgen Inc	−30	594	$208,998
GOOGL	Alphabet Inc.	−10	2,766	$795,390
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
AMAT	Applied Materials Inc /De	601	$205,415
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
YETI	YETI Holdings, Inc.	5,396	$238,341
WFC	Wells Fargo & Company/Mn	2,370	$220,884
BLK	BlackRock, Inc.	194	$207,645
PG	PROCTER & GAMBLE Co	1,400	$200,634
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

37 positions · $22,486,199 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLDM	World Gold Trust	Reduced	35,457	-4,250	$3,286,509	−3.0%	14.62%
AAPL	Apple Inc. Technology	Added	7,214	+55	$1,830,841	−5.9%	8.14%
MSFT	Microsoft Corp Technology	Added	4,544	+7	$1,682,052	−23.3%	7.48%
XOM	Exxon Mobil Corp Energy	Reduced	9,853	-70	$1,671,659	+40.0%	7.43%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,062	+2	$900,717	−8.6%	4.01%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,015	+360	$836,204	−0.9%	3.72%
KO	Coca Cola Co Consumer Defensive	Reduced	10,692	-158	$813,126	+7.2%	3.62%
CLX	Clorox Co /De/ Consumer Defensive	Held	7,680	0	$795,878	+2.8%	3.54%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,766	-10	$795,390	−8.5%	3.54%
WMT	Walmart Inc. Consumer Defensive	Held	6,000	0	$745,680	+11.6%	3.32%
CVX	Chevron Corp Energy	Reduced	3,243	-67	$670,976	+33.0%	2.98%
ABBV	AbbVie Inc. Healthcare	Held	2,811	0	$611,364	−4.8%	2.72%
V	Visa Inc. Financial Services	Added	1,806	+234	$545,845	−1.0%	2.43%
META	Meta Platforms, Inc. Communication Services	Held	891	0	$509,767	−13.3%	2.27%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	917	0	$439,426	−4.7%	1.95%
TSCO	Tractor Supply Co /De/ Consumer Cyclical	Held	8,825	0	$399,772	−9.4%	1.78%
PWR	Quanta Services, Inc. Industrials	Held	692	0	$379,921	+30.1%	1.69%
ORCL	Oracle Corp Technology	Reduced	2,545	-40	$374,394	−25.7%	1.66%
MCD	Mcdonalds Corp Consumer Cyclical	Held	1,191	0	$370,150	+1.7%	1.65%
BRO	Brown & Brown, Inc. Financial Services	Added	5,368	+457	$350,047	−10.6%	1.56%
ABT	Abbott Laboratories Healthcare	Held	3,408	0	$349,899	−18.1%	1.56%
KNSL	Kinsale Capital Group, Inc. Financial Services	Added	1,014	+181	$346,443	+6.3%	1.54%
MA	Mastercard Inc Financial Services	Added	635	+183	$317,284	+23.0%	1.41%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	888	-44	$292,054	−8.9%	1.30%
HAL	Halliburton Co Energy	Held	7,456	0	$290,709	+38.0%	1.29%
HON	Honeywell International Inc Industrials	Reduced	1,275	-200	$288,188	+0.1%	1.28%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	3,260	-55	$277,849	+6.1%	1.24%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	450	0	$277,542	+2.2%	1.23%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	1,588	-30	$262,559	+1.2%	1.17%
EW	Edwards Lifesciences Corp Healthcare	Reduced	3,254	-598	$260,580	−20.6%	1.16%
LHX	L3harris Technologies, Inc. /De/ Industrials	Reduced	682	-121	$235,392	−0.1%	1.05%
TT	Trane Technologies plc Industrials	Reduced	541	-100	$225,456	−9.6%	1.00%
UNP	Union Pacific Corp Industrials	Held	900	0	$218,358	+4.9%	0.97%
CVS	CVS HEALTH Corp Healthcare	Held	3,000	0	$215,460	−9.5%	0.96%
AMGN	Amgen Inc Healthcare	Reduced	594	-30	$208,998	+2.3%	0.93%
AMAT	Applied Materials Inc /De Technology	NEW	601	NEW	$205,415	NEW	0.91%
UNH	Unitedhealth Group Inc Healthcare	Added	755	+14	$204,295	−16.5%	0.91%