Texas Capital Bank Wealth Management Services Inc
BankTop Portfolio Positions
264 positions ·
$845,626,931 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in OBDC
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,196,450 | 379,426 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $4,261,836 | 342,867 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $3,959,938 | 310,097 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,140,746 | 288,755 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,147,328 | 282,901 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,737,648 | 247,199 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,601,689 | 247,199 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,745,336 | 243,837 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,911,933 | 254,352 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,901,953 | 264,360 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,149,002 | 299,567 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,022,886 | 299,768 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,756,998 | 297,938 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,599,673 | 311,660 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,042,215 | 293,367 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,372,513 | 273,521 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,725,180 | 252,042 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,428,064 | 100,852 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $662,058 | 46,888 | Shares | Sole | 2021-11-05 | |
| No 13F history on record for this holder in this stock. | ||||||