Texas Capital Bank Wealth Management Services Inc
BankTop Portfolio Positions
263 positions ·
$841,766,497 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
796,604 | $138,927,737 | 16.50% | |
| IBIT |
iShares Bitcoin Trust ETF
|
2,032,648 | $78,094,335 | 9.28% | |
| AAPL |
Apple Inc.
Technology
|
165,892 | $42,101,730 | 5.00% | |
| TCBI |
Texas Capital Bancshares Inc/Tx
Financial Services
|
379,506 | $36,007,529 | 4.28% | |
| SPY |
Spdr S&P 500 ETF Trust
|
36,973 | $24,045,020 | 2.86% | |
| MSFT |
Microsoft Corp
Technology
|
61,316 | $22,697,343 | 2.70% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
59,979 | $17,643,422 | 2.10% | |
| DE |
Deere & Co
Industrials
|
31,107 | $17,522,572 | 2.08% | |
| KLAC |
Kla Corp
Technology
|
11,033 | $16,245,099 | 1.93% | |
| ET |
Energy Transfer LP
Energy
|
785,422 | $15,158,644 | 1.80% |
Portfolio Trend
Holdings in CTSO
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,226 | 11,000 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $7,029 | 11,000 | Shares | Other | 2026-02-09 | |
| 2024-09-30 | $34,749 | 23,166 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $16,285 | 23,166 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $22,007 | 23,166 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $34,039 | 30,666 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $57,652 | 30,666 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $131,893 | 36,739 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $126,796 | 37,625 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $75,884 | 48,958 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $66,582 | 48,958 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $107,218 | 48,958 | Shares | Sole | 2022-08-04 | |
| No 13F history on record for this holder in this stock. | ||||||