Texas Bank & Trust Co — 13F Holdings & Portfolio

CIK 2056556 · latest 13F-HR filed 2026-04-30

Texas Bank & Trust Co manages $266.2M in 13F-reported U.S. long-equity assets across 405 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are GOOGL (2.91%), AAPL (2.65%), MSFT (2.62%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 10 new positions, exited 11, added to 60, and trimmed 66.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$266.2M

Long-equity book

Holdings

405

Distinct positions

Period

2026-03-31

Filed 2026-04-30

Q/Q Activity

+10 / −11 / ↑60 / ↓66

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • EXXON MOBIL CORP$3.2M +37.4%
  • CHEVRON CORPORATION$1.1M +35.2%
  • APPLIED MATERIALS INC$1.1M +36.5%
  • CONOCOPHILLIPS$588.4K +75.6%
  • HONEYWELL INTERNATIONAL INC$544.3K +90.4%
Show all 60

Top Trims

  • MICROSOFT CORP-$4.2M -23.2%
  • APPLE INC-$1.8M -9.8%
  • ALPHABET INC CL C-$1.4M -18.1%
  • ELI LILLY COMPANY-$1.2M -26.9%
  • ORACLE CORP-$1.2M -28.7%
Show all 66

New Positions

  • AUTODESK INC$438.1K
  • ALERIAN MLP$379.7K
  • STATE STREET SPDR SER TR$366.6K
  • ANGLOGOLD ASHANTI PLC$352.0K
  • VANGUARD GROWTH ETF$325.4K
Show all 10

Exited Positions

  • ASTRAZENECA PLC ADR$1.8M
  • KINROSS GOLD CORP$617.8K
  • INTUIT INC$568.4K
  • CHARLES RIVER LABS INTL INC$319.2K
  • COGNIZANT TECHNOLOGY SOLUTIONS CORP$249.0K
Show all 11
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ALPHABET INC CL A GOOGL 02079K305 $7.7M 2.91% 26,931 SH
2 APPLE INC AAPL 037833100 $7.1M 2.65% 27,840 SH
3 MICROSOFT CORP MSFT 594918104 $7.0M 2.62% 18,857 SH
4 APPLE INC AAPL 037833100 $6.2M 2.31% 24,248 SH
5 EXXON MOBIL CORP XOM 30231G102 $6.0M 2.25% 35,368 SH
6 EXXON MOBIL CORP XOM 30231G102 $4.3M 1.61% 25,299 SH
7 MICROSOFT CORP MSFT 594918104 $4.3M 1.60% 11,521 SH
8 ALPHABET INC CL C GOOG 02079K107 $3.9M 1.48% 13,725 SH
9 SPDR GOLD TR ETF GLD 78463V107 $3.7M 1.37% 8,490 SH
10 ISHARES MSCI EAFE ETF EFA 464287465 $3.4M 1.28% 35,197 SH
11 JP MORGAN CHASE & CO JPM 46625H100 $3.3M 1.26% 11,378 SH
12 ENERGY TRANSFER LP ET 29273V100 $3.0M 1.13% 155,958 SH
13 JP MORGAN CHASE & CO JPM 46625H100 $2.9M 1.08% 9,795 SH
14 MASTERCARD INC MA 57636Q104 $2.8M 1.04% 5,534 SH
15 APPLIED MATERIALS INC AMAT 038222105 $2.7M 1.00% 7,758 SH
16 ISHARES RUSSELL 1000 GROWTH ETF FD IWF 464287614 $2.5M 0.95% 5,930 SH
17 MICROSOFT CORP MSFT 594918104 $2.4M 0.88% 6,354 SH
18 NVIDIA CORP NVDA 67066G104 $2.3M 0.88% 13,440 SH
19 APPLE INC AAPL 037833100 $2.2M 0.84% 8,797 SH
20 VISA INC. V 92826C839 $2.2M 0.81% 7,143 SH
21 HOME DEPOT INC HD 437076102 $2.1M 0.78% 6,306 SH
22 ORACLE CORP ORCL 68389X105 $2.0M 0.77% 13,932 SH
23 BROADCOM INC AVGO 11135F101 $2.0M 0.76% 6,520 SH
24 JOHNSON & JOHNSON COMMON JNJ 478160104 $2.0M 0.75% 8,192 SH
25 JOHNSON & JOHNSON COMMON JNJ 478160104 $1.9M 0.71% 7,773 SH
26 TEXAS INSTRUMENTS INC TXN 882508104 $1.9M 0.70% 9,535 SH
27 CHEVRON CORPORATION CVX 166764100 $1.8M 0.68% 8,695 SH
28 LOWES COMPANIES INC LOW 548661107 $1.8M 0.66% 7,456 SH
29 CISCO SYSTEMS INC CSCO 17275R102 $1.7M 0.65% 22,217 SH
30 MCDONALDS CORP MCD 580135101 $1.7M 0.63% 5,402 SH
31 CISCO SYSTEMS INC CSCO 17275R102 $1.7M 0.62% 21,404 SH
32 PROCTER & GAMBLE CO PG 742718109 $1.7M 0.62% 11,492 SH
33 BERKSHIRE HATHAWAY INC CL B NEW BRK.B 084670702 $1.7M 0.62% 3,450 SH
34 ALPHABET INC CL C GOOG 02079K107 $1.6M 0.61% 5,699 SH
35 ELI LILLY COMPANY LLY 532457108 $1.6M 0.60% 1,739 SH
36 CHEVRON CORPORATION CVX 166764100 $1.5M 0.56% 7,190 SH
37 JP MORGAN CHASE & CO JPM 46625H100 $1.5M 0.56% 5,052 SH
38 ISHARES TR TIP 464287176 $1.5M 0.55% 13,353 SH
39 HOME DEPOT INC HD 437076102 $1.4M 0.54% 4,400 SH
40 PROCTER & GAMBLE CO PG 742718109 $1.4M 0.54% 10,013 SH
41 AMAZON AMZN 023135106 $1.4M 0.53% 6,810 SH
42 ALPHABET INC CL A GOOGL 02079K305 $1.4M 0.53% 4,900 SH
43 NVIDIA CORP NVDA 67066G104 $1.4M 0.52% 7,884 SH
44 APPLE INC AAPL 037833100 $1.3M 0.51% 5,300 SH
45 ISHARES RUSSELL 1000 VALUE ETF FD IWD 464287598 $1.3M 0.50% 6,168 SH
46 THE COCA-COLA COMPANY KO 191216100 $1.3M 0.49% 17,045 SH
47 MICRON TECHNOLOGY INC MU 595112103 $1.3M 0.49% 3,830 SH
48 ELI LILLY COMPANY LLY 532457108 $1.3M 0.48% 1,390 SH
49 MCDONALDS CORP MCD 580135101 $1.3M 0.47% 4,040 SH
50 AMERICAN EXPRESS CO AXP 025816109 $1.3M 0.47% 4,148 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-30 $266.2M 405 0002056556-26-000002
2025-12-31 2026-02-06 $274.9M 423 0002056556-26-000001