MOODY NATIONAL BANK TRUST DIVISION
•CIK: 1092903•Filing: Q4 2025
**MOODY NATIONAL BANK TRUST DIVISION** manages $1.0B across a diversified portfolio of 503 positions. The fund exhibits significant exposure to broad market indices and global equity themes, evidenced by top holdings including VOO ($64.4M) and VEA ($40.3M). Notable concentrated positions include NVDA ($38.8M), VXF ($33.6M), and IVV ($30.1M), suggesting a tactical allocation toward technology and international growth. This structure balances core market exposure with targeted, high-conviction sector bets.
Total AUM
$1.0B
QoQ Performance
-12.3%
Positions
485
Top 10 Concentration
37.5%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
VOO6.2%
VEA3.9%
NVDA3.7%
VXF3.2%
IVV2.9%
AAPL2.9%
MSFT2.8%
SPY2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other49.8%
Technology18.7%
ETF13.4%
Consumer5.2%
Financial4.9%
Healthcare3.8%
Industrial1.2%
Energy1.0%
🚪 Exited Positionssold since Q3 2025
+296 more exited positions
Changes from Q3 2025
NEW6 new positions
↑59 increased
↓120 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023