TEXAS CAPITAL BANCSHARES INC/TX

data from 30/09/2025

Capitalization

$ 254.088 M -8.09 %

Average holding period

4 ans

Performance

$ 191.824 M 1 057.54 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in TEXAS CAPITAL BANCSHARES INC/TX

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 VOO VANGUARD INDEX FDS 31.67% 80.465 M $ 131397 2018/06/30 6.525 M $ 7.81 %
2025/09/30 NVDA NVIDIA CORPORATION 21.35% 54.248 M $ 290750 2021/03/31 14.699 M $ 18.10 %
2025/09/30 VTEB VANGUARD MUN BD FDS 11.33% 28.791 M $ 575019 2025/09/30 0.000 $ 0.00 %
2025/09/30 IEFA ISHARES TR 3.50% 8.903 M $ 101970 2018/06/30 628.836 K $ 4.59 %
2025/09/30 AAPL APPLE INC 3.44% 8.734 M $ 34299 2019/12/31 2.870 M $ 24.11 %
2025/09/30 AGG ISHARES TR 2.87% 7.287 M $ 72692 2025/09/30 0.000 $ 0.00 %
2025/09/30 IWB ISHARES TR 2.06% 5.245 M $ 14352 2020/03/31 397.381 K $ 7.63 %
2025/09/30 IWR ISHARES TR 1.87% 4.742 M $ 49118 2019/12/31 374.621 K $ 4.98 %
2025/09/30 SPY SPDR S&P 500 ETF TR 1.75% 4.453 M $ 6684 2016/06/30 323.037 K $ 7.82 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 1.64% 4.174 M $ 69654 2019/12/31 242.257 K $ 5.10 %
2025/09/30 GEL GENESIS ENERGY L P 1.32% 3.342 M $ 200000 2016/03/31 -103.999 K $ -3.02 %
2025/09/30 DE DEERE & CO 1.01% 2.561 M $ 5601 2021/03/31 -467.371 K $ -10.07 %
2025/09/30 IEMG ISHARES INC 0.99% 2.520 M $ 38222 2025/06/30 71.492 K $ 9.81 %
2025/09/30 XOM EXXON MOBIL CORP 0.92% 2.330 M $ 20668 2020/12/31 102.554 K $ 4.59 %
2025/09/30 IVW ISHARES TR 0.85% 2.162 M $ 17913 2023/06/30 33.017 K $ 9.65 %
2025/09/30 MSFT MICROSOFT CORP 0.81% 2.050 M $ 3958 2017/09/30 116.338 K $ 4.13 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.70% 1.773 M $ 5622 2017/06/30 218.425 K $ 8.80 %
2025/09/30 EFA ISHARES TR 0.53% 1.348 M $ 14441 2011/12/31 57.992 K $ 4.45 %
2025/09/30 IJH ISHARES TR 0.47% 1.199 M $ 18367 2023/12/31 76.600 K $ 5.22 %
2025/09/30 HD HOME DEPOT INC 0.46% 1.174 M $ 2898 2017/06/30 168.810 K $ 10.51 %
2025/09/30 ORCL ORACLE CORP 0.43% 1.085 M $ 3857 2023/12/31 476.649 K $ 28.64 %
2025/09/30 KLAC KLA CORP 0.42% 1.073 M $ 995 2024/03/31 274.472 K $ 20.41 %
2025/09/30 ARCC ARES CAPITAL CORP 0.40% 1.023 M $ 50127 2025/03/31 -69.081 K $ -7.06 %
2025/09/30 LRCX LAM RESEARCH CORP 0.40% 1.006 M $ 7513 2024/12/31 411.994 K $ 37.56 %
2025/09/30 OBDC BLUE OWL CAPITAL CORPORATION 0.38% 961.658 K $ 75306 2025/03/31 -104.686 K $ -10.95 %
2025/09/30 MS MORGAN STANLEY 0.36% 927.054 K $ 5832 2023/06/30 162.356 K $ 12.85 %
2025/09/30 CAT CATERPILLAR INC 0.34% 871.752 K $ 1827 2021/03/31 248.587 K $ 22.91 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.30% 761.793 K $ 823 2021/03/31 -80.065 K $ -6.50 %
2025/09/30 META META PLATFORMS INC 0.29% 729.241 K $ 993 2024/09/30 -5.435 K $ -0.50 %
2025/09/30 MA MASTERCARD INCORPORATED 0.29% 726.370 K $ 1277 2021/03/31 13.307 K $ 1.22 %
2025/09/30 GOOGL ALPHABET INC 0.28% 706.449 K $ 2906 2020/12/31 194.324 K $ 37.94 %
2025/09/30 AMZN AMAZON COM INC 0.26% 656.953 K $ 2992 2019/12/31 538.000 $ 0.08 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.26% 649.897 K $ 3505 2017/06/30 141.167 K $ 21.39 %
2025/09/30 INTU INTUIT 0.25% 628.959 K $ 921 2021/03/31 -144.827 K $ -13.30 %
2025/09/30 IWF ISHARES TR 0.22% 563.965 K $ 1204 2019/06/30 49.615 K $ 10.32 %
2025/09/30 AJG GALLAGHER ARTHUR J & CO 0.19% 491.869 K $ 1588 2017/06/30 -25.005 K $ -3.24 %
2025/09/30 V VISA INC 0.16% 405.217 K $ 1187 2022/12/31 -16.226 K $ -3.85 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.16% 400.106 K $ 2604 2017/06/30 -25.361 K $ -3.56 %
2025/09/30 MCD MCDONALDS CORP 0.15% 379.255 K $ 1248 2017/06/30 25.408 K $ 4.01 %
2025/09/30 RTX RTX CORPORATION 0.14% 366.284 K $ 2189 2020/06/30 62.502 K $ 14.59 %
2025/09/30 ABT ABBOTT LABS 0.14% 364.853 K $ 2724 2017/06/30 -10.401 K $ -1.52 %
2025/09/30 HON HONEYWELL INTL INC 0.14% 354.905 K $ 1686 2017/09/30 -65.439 K $ -9.61 %
2025/09/30 SPIB SPDR SERIES TRUST 0.13% 339.849 K $ 10028 2025/09/30 0.000 $ 0.00 %
2025/09/30 ADI ANALOG DEVICES INC 0.13% 339.065 K $ 1380 2017/06/30 16.442 K $ 3.23 %
2025/09/30 MRK MERCK & CO INC 0.13% 327.076 K $ 3897 2020/12/31 18.588 K $ 6.03 %
2025/09/30 ETV EATON VANCE TAX-MANAGED BUY- 0.13% 324.572 K $ 22777 2025/09/30 0.000 $ 0.00 %
2025/09/30 VIG VANGUARD SPECIALIZED FUNDS 0.12% 313.543 K $ 1453 2023/06/30 16.157 K $ 5.43 %
2025/09/30 GOOG ALPHABET INC 0.12% 306.386 K $ 1258 2023/03/31 98.446 K $ 37.30 %
2025/09/30 LHX L3HARRIS TECHNOLOGIES INC 0.12% 304.798 K $ 998 2019/09/30 112.632 K $ 21.75 %
2025/09/30 LLY ELI LILLY & CO 0.12% 299.859 K $ 393 2022/12/31 -24.927 K $ -2.12 %
2025/09/30 APH AMPHENOL CORP NEW 0.10% 266.187 K $ 2151 2025/06/30 53.775 K $ 25.32 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.10% 264.944 K $ 527 2024/06/30 8.943 K $ 3.49 %
2025/09/30 PEP PEPSICO INC 0.09% 238.888 K $ 1701 2017/06/30 14.775 K $ 6.36 %
2025/09/30 OCSL OAKTREE SPECIALTY LENDING CO 0.09% 233.869 K $ 17921 2025/09/30 0.000 $ 0.00 %
2025/09/30 STWD STARWOOD PPTY TR INC 0.09% 233.486 K $ 12054 2025/09/30 0.000 $ 0.00 %
2025/09/30 IWD ISHARES TR 0.09% 232.907 K $ 1144 2023/06/30 10.707 K $ 4.82 %
2025/09/30 COP CONOCOPHILLIPS 0.09% 216.989 K $ 2294 2021/06/30 49.654 K $ 5.40 %
2025/09/30 BK BANK NEW YORK MELLON CORP 0.08% 211.491 K $ 1941 2025/09/30 0.000 $ 0.00 %
2025/09/30 MCHP MICROCHIP TECHNOLOGY INC. 0.08% 208.971 K $ 3254 2017/06/30 -34.735 K $ -8.74 %
2025/09/30 EMR EMERSON ELEC CO 0.07% 186.800 K $ 1424 2024/12/31 -3.556 K $ -1.61 %
2025/09/30 TT TRANE TECHNOLOGIES PLC 0.07% 177.224 K $ 420 2024/12/31 -34.839 K $ -3.53 %
2025/09/30 TJX TJX COS INC NEW 0.07% 169.400 K $ 1172 2021/03/31 183.219 K $ 17.05 %
2025/09/30 WMT WALMART INC 0.07% 167.781 K $ 1628 2025/09/30 0.000 $ 0.00 %
2025/09/30 CL COLGATE PALMOLIVE CO 0.07% 167.714 K $ 2098 2025/09/30 0.000 $ 0.00 %
2025/09/30 SYK STRYKER CORPORATION 0.07% 167.462 K $ 453 2024/03/31 -16.536 K $ -6.56 %
2025/09/30 GE GE AEROSPACE 0.06% 158.834 K $ 528 2025/09/30 0.000 $ 0.00 %
2025/09/30 IJK ISHARES TR 0.06% 157.260 K $ 1640 2025/09/30 0.000 $ 0.00 %
2025/09/30 NEE NEXTERA ENERGY INC 0.06% 156.416 K $ 2072 2021/03/31 82.139 K $ 8.74 %
2025/09/30 ITA ISHARES TR 0.06% 149.830 K $ 716 2025/09/30 0.000 $ 0.00 %
2025/09/30 WFC WELLS FARGO CO NEW 0.06% 145.260 K $ 1733 2021/03/31 21.644 K $ 4.62 %
2025/09/30 QQQ INVESCO QQQ TR 0.06% 144.089 K $ 240 2025/09/30 0.000 $ 0.00 %
2025/09/30 LOW LOWES COS INC 0.06% 142.996 K $ 569 2025/09/30 0.000 $ 0.00 %
2025/09/30 VYM VANGUARD WHITEHALL FDS 0.06% 140.245 K $ 995 2025/09/30 0.000 $ 0.00 %
2025/09/30 NKE NIKE INC 0.05% 136.671 K $ 1960 2021/03/31 -11.509 K $ -1.84 %
2025/09/30 MSCI MSCI INC 0.05% 135.044 K $ 238 2024/03/31 -14.181 K $ -1.62 %
2025/09/30 BAC BANK AMERICA CORP 0.05% 129.285 K $ 2506 2020/12/31 29.334 K $ 9.02 %
2025/09/30 AVGO BROADCOM INC 0.05% 128.335 K $ 389 2025/09/30 0.000 $ 0.00 %
2025/09/30 IWN ISHARES TR 0.05% 126.596 K $ 716 2025/09/30 0.000 $ 0.00 %
2025/09/30 ZTS ZOETIS INC 0.05% 125.543 K $ 858 2021/03/31 -42.824 K $ -6.18 %
2025/09/30 GILD GILEAD SCIENCES INC 0.05% 125.430 K $ 1130 2022/12/31 455.000 $ 0.12 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 0.05% 121.216 K $ 413 2025/03/31 -10.057 K $ -4.83 %
2025/09/30 DHR DANAHER CORPORATION 0.05% 120.145 K $ 606 2022/12/31 2.674 K $ 0.36 %
2025/09/30 PNC PNC FINL SVCS GROUP INC 0.04% 111.517 K $ 555 2019/09/30 21.648 K $ 7.78 %
2025/09/30 NVG NUVEEN AMT FREE MUN CR INC F 0.04% 111.052 K $ 9036 2025/09/30 0.000 $ 0.00 %
2025/09/30 IWO ISHARES TR 0.04% 100.493 K $ 314 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMGN AMGEN INC 0.04% 99.334 K $ 352 2025/03/31 2.194 K $ 1.07 %
2025/09/30 KO COCA COLA CO 0.04% 98.684 K $ 1488 2025/09/30 0.000 $ 0.00 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.04% 93.577 K $ 271 2021/03/31 53.128 K $ 10.68 %
2025/09/30 GEV GE VERNOVA INC 0.04% 90.390 K $ 147 2025/09/30 0.000 $ 0.00 %
2025/09/30 CVX CHEVRON CORP NEW 0.04% 89.293 K $ 575 2017/06/30 18.875 K $ 8.45 %
2025/09/30 IAU ISHARES GOLD TR 0.04% 88.925 K $ 1222 2025/09/30 0.000 $ 0.00 %
2025/09/30 PAYX PAYCHEX INC 0.03% 85.563 K $ 675 2025/09/30 0.000 $ 0.00 %
2025/09/30 AZN ASTRAZENECA PLC 0.03% 84.086 K $ 1096 2024/12/31 27.496 K $ 9.79 %
2025/09/30 DLN WISDOMTREE TR 0.03% 83.114 K $ 955 2025/09/30 0.000 $ 0.00 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.03% 82.894 K $ 1838 2025/09/30 0.000 $ 0.00 %
2025/09/30 CSCO CISCO SYS INC 0.03% 82.173 K $ 1201 2025/09/30 0.000 $ 0.00 %
2025/09/30 NVO NOVO-NORDISK A S 0.03% 81.959 K $ 1477 2017/06/30 -55.405 K $ -19.60 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.03% 81.871 K $ 332 2017/09/30 -53.649 K $ -17.49 %
2025/09/30 IJR ISHARES TR 0.03% 76.051 K $ 640 2025/09/30 0.000 $ 0.00 %
2025/09/30 IVV ISHARES TR 0.03% 68.269 K $ 102 2025/09/30 0.000 $ 0.00 %