American National Bank of Texas
CIK 2086953 · Holdings on Dec 31, 2025 · First reported Jan 8, 2026
Top ten holdings
Q4 2025- IVV16.47%
- VT7.66%
- MOAT7.11%
- FESM5.98%
- XMHQ5.55%
- IJH5.45%
- EVMO5.37%
- VGLT5.28%
- XLRE4.95%
- XLP4.70%
Share classes counted separately68.52%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IVVWeight increased · +2.94 pp13.53% → 16.47%Shares +3.55K (+16.53%)
- XMHQWeight increased · +1.98 pp3.57% → 5.55%Shares +20.27K (+56.17%)
- XLPWeight increased · +0.51 pp4.19% → 4.70%Shares +6.11K (+10.75%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFExchange Traded Fund View history and evidence | $17.14M | 16.47% | 25.03K shares | 13.53% → 16.47%+2.94 pp +3.55K (+16.53%) | Added | ↗▾ |
| 02 | VTVANGUARD TOT WORLD STK ETFInternational Equity ETF View history and evidence | $7.98M | 7.66% | 56.57K shares | 7.71% → 7.66%-0.05 pp -2.83K (-4.77%) | Reduced | ↗▾ |
| 03 | MOATVANECK MORNINGSTAR WIDE MOATExchange Traded Fund View history and evidence | $7.40M | 7.11% | 71.47K shares | 6.72% → 7.11%+0.39 pp -609 (-0.84%) | Reduced | ↗▾ |
| 04 | FESMFIDELITY ENHANCED SMALL CAPExchange Traded Fund View history and evidence | $6.23M | 5.98% | 164.80K shares | Prior unavailable +164.80K | New | ↗▾ |
| 05 | XMHQINVESCO S&P MIDCAP QUAL ETFExchange Traded Fund View history and evidence | $5.77M | 5.55% | 56.37K shares | 3.57% → 5.55%+1.98 pp +20.27K (+56.17%) | Added | ↗▾ |
| 06 | IJHISHARES CORE S&P MIDCAP ETFExchange Traded Fund View history and evidence | $5.67M | 5.45% | 85.92K shares | 5.95% → 5.45%-0.50 pp -11.02K (-11.36%) | Reduced | ↗▾ |
| 07 | EVMOEATON VANCE MORTGAGE OPP ETFFixed Income ETF View history and evidence | $5.59M | 5.37% | 110.17K shares | Prior unavailable +110.17K | New | ↗▾ |
| 08 | VGLTVANGUARD LONG-TERM TREASURYFixed Income ETF View history and evidence | $5.50M | 5.28% | 98.48K shares | 5.17% → 5.28%+0.11 pp +1.94K (+2.01%) | Added | ↗▾ |
| 09 | XLRESS REAL ESTATE SELECT SECTORExchange Traded Fund View history and evidence | $5.15M | 4.95% | 127.64K shares | 4.78% → 4.95%+0.17 pp +7.13K (+5.92%) | Added | ↗▾ |
| 10 | XLPSS CONSUMER STAPLES SEL SECTExchange Traded Fund View history and evidence | $4.89M | 4.70% | 62.93K shares | 4.19% → 4.70%+0.51 pp +6.11K (+10.75%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 8
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VB VANGUARD MOST SM-CAP ETF-USD | Non-derivative | -23,973 | -$6.10M | SEC filing ↗ | SEC filing ↗ |
| IEF ISHARES 7-10 YEAR TREASURY B | Non-derivative | -50,881 | -$4.91M | SEC filing ↗ | SEC filing ↗ |
| IEI ISHARES 3-7 YEAR TREASURY BO | Non-derivative | -28,412 | -$3.40M | SEC filing ↗ | SEC filing ↗ |
3 / 8 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2086953 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-01-08
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 104112664
}Research all 57 reported holdings.
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