American National Bank of Texas
BankFiling Date
Global Rank
#7,641
/ 8,586
▲ 63
Top Industry
Oil & Gas Integrated
12.4%
3Y Alpha vs SPY
-17.1%
Period ended 3 months ago
Filed Apr 9, 2026 · 2mo
3 quarters · since Sep 2025
Clone Performance
Nov 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+4.2%
SPY
+13.2%
Annualised alpha
-16.2%
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, 2025Top 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 |
|---|---|---|
| Technology | 18.2% | $4,092,702 |
| Unclassified | 15.8% | $3,564,051 |
| Financial Services | 12.9% | $2,899,762 |
| Consumer Defensive | 12.9% | $2,895,092 |
| Energy | 11.7% | $2,633,344 |
| Consumer Cyclical | 8.4% | $1,898,180 |
| Healthcare | 8.2% | $1,850,596 |
| Industrials | 6.0% | $1,347,315 |
| Communication Services | 5.8% | $1,305,157 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | |
| AMGN | Amgen Inc | −30 | 594 | $208,998 | |
| PM | Philip Morris International Inc. | −30 | 1,588 | $262,559 | |
| 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. | ||||
5 positions ·
$2,895,092 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 1,588 | $262,559 | 9.07% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Reduced | 3,260 | $277,849 | 9.60% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 6,000 | $745,680 | 25.76% | |
| CLX |
Clorox Co /De/
Consumer Defensive
|
Held | 7,680 | $795,878 | 27.49% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 10,692 | $813,126 | 28.09% |