American National Bank of Texas
Long book
$104.9M
Q1 2026
Positions
57
Top-10 weight
69%
concentration
Last quarter
+9.8%
SPY +14.8%
Turnover
13%
of book per quarter
Strategy in plain words
auto-generated from filingsAmerican National Bank of Texas is a wealth-management firm allocating client money, running a $104.9M US long book across 57 positions.
The portfolio is concentrated: the top 10 names carry 69% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: ISHARES CORE S&P 500 ETF, VANGUARD TOT WORLD STK ETF, VANECK MORNINGSTAR WIDE MOAT, ISHARES CORE S&P MIDCAP ETF, FIDELITY ENHANCED SMALL CAP.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q3 2025
+1.7%
Q4 2025
-0.9%
Q1 2026
+9.8%
Sector allocation
Technology 35%
Consumer discretionary 13%
Energy 13%
Financials 11%
Healthcare 8%
Consumer staples 5%
Other 5%
Industrials 4%
Long book by quarter
What does American National own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 7.2K | $1.8M | 1.7% | +0.8% |
| MSFT MICROSOFT CORP | Technology | 4.5K | $1.7M | 1.6% | +0.2% |
| XOM EXXON MOBIL CORP | Energy | 9.9K | $1.7M | 1.6% | -0.7% |
| GOOG ALPHABET INC-CL C | Technology | 3.7K | $1.1M | 1.0% | Held |
| JPM JPMORGAN CHASE & CO | Financials | 3.1K | $901K | 0.9% | +0.1% |
| AMZN AMAZON.COM INC | Consumer discretionary | 4.0K | $836K | 0.8% | +9.8% |
| KO COCA-COLA CO/THE | Consumer staples | 10.7K | $813K | 0.8% | -1.5% |
| CLX CLOROX COMPANY | Other | 7.7K | $796K | 0.8% | Held |
| GOOGL ALPHABET INC-CL A | Technology | 2.8K | $795K | 0.8% | -0.4% |
| WMT WALMART INC | Consumer discretionary | 6.0K | $746K | 0.7% | Held |
| CVX CHEVRON CORP | Energy | 3.2K | $671K | 0.6% | -2.0% |
| ABBV ABBVIE INC | Healthcare | 2.8K | $611K | 0.6% | Held |
| V VISA INC-CLASS A SHARES | Services media | 1.8K | $546K | 0.5% | +14.9% |
| META META PLATFORMS INC-CLASS A | Technology | 891 | $510K | 0.5% | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 917 | $439K | 0.4% | Held |
| TSCO TRACTOR SUPPLY COMPANY | Consumer discretionary | 8.8K | $400K | 0.4% | Held |
| PWR QUANTA SERVICES INC | Industrials | 692 | $380K | 0.4% | Held |
| ORCL ORACLE CORP | Technology | 2.5K | $374K | 0.4% | -1.5% |
| MCD MCDONALD'S CORP | Consumer discretionary | 1.2K | $370K | 0.4% | Held |
| BRO BROWN & BROWN INC | Financials | 5.4K | $350K | 0.3% | +9.3% |
| ABT ABBOTT LABORATORIES | Healthcare | 3.4K | $350K | 0.3% | Held |
| KNSL KINSALE CAPITAL GROUP INC | Financials | 1.0K | $346K | 0.3% | +21.7% |
| MA MASTERCARD INC - A | Services media | 635 | $317K | 0.3% | +40.5% |
| HD HOME DEPOT INC | Consumer discretionary | 888 | $292K | 0.3% | -4.7% |
| HAL HALLIBURTON CO | Energy | 7.5K | $291K | 0.3% | Held |
| HON HONEYWELL INTERNATIONAL INC | Industrials | 1.3K | $288K | 0.3% | -13.6% |
| CL COLGATE-PALMOLIVE CO | Other | 3.3K | $278K | 0.3% | -1.7% |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 1.6K | $263K | 0.3% | -1.9% |
| EW EDWARDS LIFESCIENCES CORP | Healthcare | 3.3K | $261K | 0.2% | -15.5% |
| LHX L3HARRIS TECHNOLOGIES INC | Technology | 682 | $235K | 0.2% | -15.1% |
| TT TRANE TECHNOLOGIES PLC | Technology | 541 | $225K | 0.2% | -15.6% |
| UNP UNION PACIFIC CORP | Industrials | 900 | $218K | 0.2% | Held |
| CVS CVS HEALTH CORP | Healthcare | 3.0K | $215K | 0.2% | Held |
| AMGN AMGEN INC | Healthcare | 594 | $209K | 0.2% | -4.8% |
| AMAT APPLIED MATERIALS INC | Technology | 601 | $205K | 0.2% | New |
| UNH UNITEDHEALTH GROUP INC | Financials | 755 | $204K | 0.2% | +1.9% |