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CIK: 0001053013
Total reported value
$620.1M
$620.1M
98 檔
47.3%
As reported in its official Q2 2026 Form 13F filing, Amarillo National Bank's tracked investment portfolio stood at $620.1M with 98 total positions.
Amarillo National Bank executed strategic sector rebalancing during Q2 2026, establishing 13 new positions while fully exiting 6 holdings and trimming 22 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 15.25% | -0.39% | -0.32% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 9.63% | +0.10% | -0.34% | |
| 3 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 8.60% | -0.36% | +0.21% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 7.12% | +0.13% | -0.18% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.44% | +0.26% | -0.62% | |
| 6 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 6.00% | -0.06% | +0.10% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.39% | +0.14% | -0.18% | |
| 8 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 4.84% | +0.22% | — | |
| 9 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 3.77% | -0.26% | -0.40% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.58% | -0.23% | -1.92% | |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 2.77% | +0.12% | — | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.16% | +0.33% | +3.47% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.14% | +0.01% | -0.30% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.86% | +0.28% | +1.16% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 1.64% | -0.14% | — | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.55% | +0.03% | — | |
| 17 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.34% | -0.03% | -1.32% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.23% | +0.46% | +0.25% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.14% | -0.04% | — | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.98% | +0.04% | +1.13% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.86% | -0.03% | -0.43% | |
| 22 | ATO | Atmos Energy CORP | Stock-Utilities | 0.79% | -0.07% | -0.26% | |
| 23 | CAT | Caterpillar Inc | Stock-Industrials | 0.70% | -0.17% | — | |
| 24 | PB | Prosperity Bancshares Inc | Stock-Financials | 0.66% | -0.06% | — | |
| 25 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.60% | -0.01% | — | |
| 26 | ✓ | Stock-Other | 0.59% | +0.11% | — | ||
| 27 | XLI | Ss Industrial Select Sector | ETF-Other | 0.57% | -0.05% | — | |
| 28 | CATH | Global X S&p 500 Ca Val ETF | ETF-Large Cap & Growth | 0.47% | +0.01% | — | |
| 29 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.45% | +0.01% | — | |
| 30 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.42% | -0.03% | +1.93% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.38% | +0.01% | — | |
| 32 | HOMB | Home Bancshares Inc | Stock-Financials | 0.35% | +0.25% | -7.75% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.34% | -0.02% | +1.46% | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.34% | -0.02% | — | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.32% | -0.02% | — | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | — | — | |
| 37 | AXP | American Express Co | Stock-Financials | 0.23% | -0.03% | — | |
| 38 | MA | Mastercard Inc - A | Stock-Financials | 0.22% | +0.01% | — | |
| 39 | DE | Deere & Co | Stock-Industrials | 0.20% | — | — | |
| 40 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.17% | — | — | |
| 41 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-Other | 0.15% | — | -2.43% | |
| 42 | BLES | Inspire Global Hope ETF | ETF-Other | 0.13% | — | — | |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.13% | — | -0.32% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.13% | +0.03% | — | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.12% | — | — | |
| 46 | JMSI | JPM Sus Municipal Income | ETF-Other | 0.11% | — | — | |
| 47 | XEL | Xcel Energy Inc | Stock-Utilities | 0.11% | -0.01% | — | |
| 48 | ADI | Analog Devices Inc | Stock-Tech | 0.11% | -0.01% | — | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.11% | -0.01% | -4.30% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.10% | -0.05% | +13.97% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +0.6% | NEW | New buy | |
| 2 | IVW | Ishares S&p 500 Growth ETF | +0.6% | -0.62% | Trim |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.6% | -0.32% | Trim |
| 4 | EEM | Ishares Msci Emerging Market | +0.5% | +0.10% | Add |
| 5 | IWM | Ishares Russell 2000 ETF | +0.3% | -1.92% | Trim |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | -0.18% | Trim |
| 7 | CAT | Caterpillar Inc | +0.2% | — | Unchanged |
| 8 | AAPL | Apple Inc | +0.2% | +3.47% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Unchanged |
| 10 | IWR | Ishares Russell Mid-cap ETF | +0.1% | -0.40% | Trim |
| 11 | NVDA | Nvidia CORP | +0.1% | +1.16% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | -0.43% | Trim |
| 13 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 14 | LLY | Eli Lilly & Co | +0.1% | — | Unchanged |
| 15 | AMZN | Amazon.com Inc | 0% | +1.13% | Add |
| 16 | WDC | Western Digital CORP | 0% | NEW | New buy |
| 17 | GLW | Corning Inc | 0% | NEW | New buy |
| 18 | MRVL | Marvell Technology Inc | 0% | NEW | New buy |
| 19 | AMD | Advanced Micro Devices | 0% | NEW | New buy |
| 20 | XLK | Ss Technology Select Sector | 0% | NEW | New buy |
| 21 | IBM | Intl Business Machines CORP | 0% | NEW | New buy |
| 22 | IJR | Ishares Core S&p Small-cap E | 0% | NEW | New buy |
| 23 | IWP | Ishares Russell Mid-cap Grow | 0% | +1.93% | Add |
| 24 | DFAC | Dimensional US Core Equity 2 | 0% | NEW | New buy |
| 25 | VO | Vanguard Mid-cap ETF | 0% | NEW | New buy |
| 26 | PM | Philip Morris International | 0% | NEW | New buy |
| 27 | QCOM | Qualcomm Inc | 0% | NEW | New buy |
| 28 | XLI | Ss Industrial Select Sector | 0% | — | Unchanged |
| 29 | IWS | Ishares Russell Mid-cap Valu | 0% | — | Unchanged |
| 30 | DFUS | Dimensional US Eq Mkt ETF | 0% | — | Unchanged |
| 31 | TXN | Texas Instruments Inc | 0% | — | Unchanged |
| 32 | UNH | Unitedhealth Group Inc | 0% | — | Unchanged |
| 33 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 34 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 35 | CATH | Global X S&p 500 Ca Val ETF | 0% | — | Unchanged |
| 36 | IJH | Ishares Core S&p Midcap ETF | 0% | +1.46% | Add |
| 37 | V | Visa Inc-class A Shares | 0% | — | Unchanged |
| 38 | DE | Deere & Co | 0% | — | Unchanged |
| 39 | ADI | Analog Devices Inc | 0% | — | Unchanged |
| 40 | DFUV | Dimensional US Marketwide Va | 0% | — | Unchanged |
| 41 | IEFA | Ishares Core Msci Eafe ETF | 0% | +13.97% | Add |
| 42 | AVGO | Broadcom Inc | 0% | — | Unchanged |
| 43 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 44 | IWN | Ishares Russell 2000 Value E | 0% | -0.27% | Trim |
| 45 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 46 | PB | Prosperity Bancshares Inc | — | — | Unchanged |
| 47 | AXP | American Express Co | — | — | Unchanged |
| 48 | AIVL | Wisdomtree US Ai Enhanced Va | — | -2.43% | Trim |
| 49 | DFAS | Dimensional US Small Cap ETF | — | — | Unchanged |
| 50 | DFAT | Dimensional US Target Value | — | — | Unchanged |
According to official SEC Form 13F filings, Amarillo National Bank reported a total U.S. public equity portfolio value of $620.1M across 98 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IVE, IDEV) accounted for 47.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $3.7M
Top Position Liquidated / Trimmed
XOM
前期市值: $4.6M
During Q2 2026, Amarillo National Bank's top holdings by market value included IVV (15.3%)、IVE (9.6%)、IDEV (8.6%). The largest single position, IVV, represented 15.3% of total portfolio value.
In Q2 2026, Amarillo National Bank made 51 total portfolio adjustments, initiating 13 new buys, adding to 10 positions, trimming 22 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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