Texas Bank & Trust Co

data from 30/09/2025

Capitalization

$ 264.493 M 5.15 %

Average holding period

3 ans

Performance

$ 25.538 M 10.42 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Texas Bank & Trust Co

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 7.40% 19.561 M $ 37767 2024/12/31 778.507 K $ 4.13 %
2025/09/30 AAPL APPLE INC 6.62% 17.505 M $ 68746 2024/12/31 3.531 M $ 24.11 %
2025/09/30 JPM JP MORGAN CHASE & CO 3.44% 9.110 M $ 28881 2024/12/31 743.269 K $ 8.80 %
2025/09/30 GOOGL ALPHABET INC CL A 3.24% 8.574 M $ 35271 2024/12/31 2.357 M $ 37.94 %
2025/09/30 XOM EXXON MOBIL CORP 2.99% 7.918 M $ 70229 2024/12/31 353.370 K $ 4.59 %
2025/09/30 NVDA NVIDIA CORP 2.59% 6.852 M $ 36722 2024/12/31 1.021 M $ 18.10 %
2025/09/30 ORCL ORACLE CORP 2.28% 6.034 M $ 21455 2024/12/31 1.381 M $ 28.64 %
2025/09/30 GOOG ALPHABET INC CL C 2.08% 5.513 M $ 22638 2024/12/31 1.425 M $ 37.30 %
2025/09/30 MA MASTERCARD INC 1.80% 4.772 M $ 8390 2024/12/31 56.045 K $ 1.22 %
2025/09/30 GLD SPDR GOLD TR ETF 1.68% 4.441 M $ 12493 2024/12/31 653.762 K $ 16.61 %
2025/09/30 PG PROCTER & GAMBLE CO 1.67% 4.427 M $ 28812 2024/12/31 -164.078 K $ -3.56 %
2025/09/30 EFA ISHARES MSCI EAFE ETF 1.62% 4.274 M $ 45777 2024/12/31 196.118 K $ 4.45 %
2025/09/30 LOW LOWES COMPANIES INC 1.59% 4.216 M $ 16775 2024/12/31 470.127 K $ 13.27 %
2025/09/30 HD HOME DEPOT INC 1.59% 4.193 M $ 10348 2024/12/31 404.505 K $ 10.51 %
2025/09/30 AMZN AMAZON 1.44% 3.818 M $ 17390 2024/12/31 2.946 K $ 0.08 %
2025/09/30 V VISA INC. 1.37% 3.632 M $ 10638 2024/12/31 -145.189 K $ -3.85 %
2025/09/30 AXP AMERICAN EXPRESS CO 1.37% 3.612 M $ 10873 2024/12/31 144.505 K $ 4.13 %
2025/09/30 CSCO CISCO SYSTEMS INC 1.30% 3.435 M $ 50211 2024/12/31 -48.219 K $ -1.38 %
2025/09/30 JNJ JOHNSON & JOHNSON COMMON 1.26% 3.336 M $ 17994 2024/12/31 624.617 K $ 21.39 %
2025/09/30 LLY ELI LILLY COMPANY 1.25% 3.307 M $ 4334 2024/12/31 -72.814 K $ -2.12 %
2025/09/30 IWF ISHARES RUSSELL 1000 GROWTH ETF FD 1.24% 3.282 M $ 7007 2024/12/31 318.249 K $ 10.32 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC CL B NEW 1.21% 3.197 M $ 6360 2024/12/31 112.816 K $ 3.49 %
2025/09/30 CVX CHEVRON CORPORATION 1.20% 3.179 M $ 20472 2024/12/31 277.174 K $ 8.45 %
2025/09/30 MCD MCDONALDS CORP 1.15% 3.039 M $ 9999 2024/12/31 116.754 K $ 4.01 %
2025/09/30 TXN TEXAS INSTRUMENTS INC 1.13% 2.985 M $ 16244 2024/12/31 -384.485 K $ -11.51 %
2025/09/30 WMT WALMART INC 1.02% 2.700 M $ 26199 2024/12/31 139.059 K $ 5.40 %
2025/09/30 ET ENERGY TRANSFER LP 1.01% 2.660 M $ 154998 2024/12/31 -150.348 K $ -5.35 %
2025/09/30 KO THE COCA-COLA COMPANY 1.00% 2.645 M $ 39876 2024/12/31 -182.108 K $ -6.26 %
2025/09/30 AVGO BROADCOM INC 0.98% 2.601 M $ 7885 2024/12/31 375.479 K $ 19.68 %
2025/09/30 ABT ABBOTT LABS 0.98% 2.591 M $ 19343 2024/12/31 -39.998 K $ -1.52 %
2025/09/30 ADI ANALOG DEVICES INC 0.97% 2.560 M $ 10421 2024/12/31 75.517 K $ 3.23 %
2025/09/30 TIP ISHARES TR 0.90% 2.371 M $ 21322 2024/12/31 23.624 K $ 1.07 %
2025/09/30 AMAT APPLIED MATERIALS INC 0.88% 2.317 M $ 11318 2024/12/31 246.604 K $ 11.84 %
2025/09/30 T AT&T INC 0.74% 1.947 M $ 68934 2024/12/31 -44.991 K $ -2.42 %
2025/09/30 ACN ACCENTURE PLC CLASS A 0.69% 1.820 M $ 7382 2024/12/31 -436.307 K $ -17.49 %
2025/09/30 PANW PALO ALTO NETWORKS, INC 0.64% 1.696 M $ 8329 2024/12/31 -5.621 K $ -0.50 %
2025/09/30 COST COSTCO WHOLESALE CORP NEW 0.64% 1.687 M $ 1823 2024/12/31 -120.066 K $ -6.50 %
2025/09/30 EEM ISHARES MSCI EMERGING MARKETS ETF 0.63% 1.653 M $ 30957 2024/12/31 160.563 K $ 10.70 %
2025/09/30 ORLY O REILLY AUTOMOTIVE INC NEW COM 0.62% 1.649 M $ 15300 2024/12/31 270.504 K $ 19.62 %
2025/09/30 IBM INTERNATIONAL BUSINESS 0.62% 1.629 M $ 5775 2024/12/31 -94.233 K $ -4.28 %
2025/09/30 IJH ISHARES CORE S&P MID-CAP ETF 0.59% 1.573 M $ 24102 2024/12/31 77.850 K $ 5.22 %
2025/09/30 RTX RTX CORPORATION 0.59% 1.549 M $ 9259 2024/12/31 172.504 K $ 14.59 %
2025/09/30 LIN LINDE PLC 0.57% 1.497 M $ 3151 2024/12/31 17.925 K $ 1.24 %
2025/09/30 BLK BLACKROCK INC 0.55% 1.456 M $ 1249 2024/12/31 151.605 K $ 11.11 %
2025/09/30 VEU VANGUARD INTL ETF 0.54% 1.432 M $ 20058 2024/12/31 83.265 K $ 6.17 %
2025/09/30 AZN ASTRAZENECA PLC ADR 0.53% 1.398 M $ 18228 2024/12/31 119.275 K $ 9.79 %
2025/09/30 LMT LOCKHEED MARTIN CORP 0.51% 1.361 M $ 2726 2024/12/31 99.408 K $ 7.79 %
2025/09/30 MCHP MICROCHIP TECHNOLOGY INC 0.51% 1.351 M $ 21034 2024/12/31 -125.835 K $ -8.74 %
2025/09/30 NSC NORFOLK SOUTHERN CORP 0.51% 1.337 M $ 4449 2024/12/31 195.536 K $ 17.36 %
2025/09/30 QCOM QUALCOMM INC 0.50% 1.315 M $ 7902 2024/12/31 55.223 K $ 4.46 %
2025/09/30 SPY SPDR S&P 500 ETF TRUST 0.49% 1.304 M $ 1957 2024/12/31 99.173 K $ 7.82 %
2025/09/30 DIS DISNEY WALT COMPANY 0.49% 1.302 M $ 11373 2024/12/31 -102.688 K $ -7.67 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.49% 1.297 M $ 29512 2024/12/31 20.652 K $ 1.57 %
2025/09/30 MRK MERCK & CO INC NEW COM 0.48% 1.275 M $ 15193 2024/12/31 58.919 K $ 6.03 %
2025/09/30 IWD ISHARES RUSSELL 1000 VALUE ETF FD 0.47% 1.256 M $ 6168 2024/12/31 58.200 K $ 4.82 %
2025/09/30 IGIB ISHARES TR 0.47% 1.247 M $ 23054 2024/12/31 17.928 K $ 1.50 %
2025/09/30 VBR VANGUARD SMALL CAP VALUE INDEX FUND 0.47% 1.234 M $ 5914 2024/12/31 98.160 K $ 7.03 %
2025/09/30 VNQ VANGUARD REAL ESTATE ETF 0.45% 1.185 M $ 12964 2024/12/31 30.576 K $ 2.65 %
2025/09/30 PFF ISHARES TR 0.44% 1.165 M $ 36852 2024/12/31 35.542 K $ 3.06 %
2025/09/30 TRV TRAVELERS COMPANIES INC 0.44% 1.163 M $ 4165 2024/12/31 49.873 K $ 4.37 %
2025/09/30 ABBV ABBVIE INC COM 0.44% 1.158 M $ 5002 2024/12/31 206.318 K $ 24.74 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.43% 1.145 M $ 7075 2024/12/31 200.093 K $ 14.02 %
2025/09/30 SO THE SOUTHERN COMPANY COMMON 0.41% 1.095 M $ 11550 2024/12/31 30.881 K $ 3.20 %
2025/09/30 CRM SALESFORCE INC 0.40% 1.056 M $ 4457 2024/12/31 -132.695 K $ -13.09 %
2025/09/30 UNP UNION PACIFIC CORP 0.40% 1.054 M $ 4459 2024/12/31 27.166 K $ 2.73 %
2025/09/30 PEP PEPSICO INC COMMON 0.40% 1.052 M $ 7494 2024/12/31 62.865 K $ 6.36 %
2025/09/30 IJR ISHARES TR S&P SMALLCAP 0.40% 1.045 M $ 8793 2024/12/31 82.702 K $ 8.73 %
2025/09/30 CMCSA COMCAST CORP NEW CL A 0.39% 1.025 M $ 32627 2024/12/31 -130.871 K $ -11.96 %
2025/09/30 MET METLIFE INC 0.38% 994.782 K $ 12077 2024/12/31 24.651 K $ 2.42 %
2025/09/30 CMG CHIPOTLE MEXICAN GRILL INC 0.36% 965.054 K $ 24625 2024/12/31 -391.419 K $ -30.20 %
2025/09/30 VTI VANGUARD INDEX FDS 0.36% 956.287 K $ 2914 2024/12/31 70.635 K $ 7.98 %
2025/09/30 GD GENERAL DYNAMICS CORP 0.35% 934.340 K $ 2740 2024/12/31 133.908 K $ 16.92 %
2025/09/30 VTV VANGUARD VALUE ETF 0.35% 917.158 K $ 4918 2024/12/31 53.098 K $ 5.52 %
2025/09/30 DE DEERE & CO 0.34% 907.661 K $ 1985 2024/12/31 -122.952 K $ -10.07 %
2025/09/30 BSV VANGUARD BD INDEX FDS 0.34% 902.730 K $ 11440 2024/12/31 2.563 K $ 0.27 %
2025/09/30 JCI JOHNSON CTLS INTL PLC 0.34% 896.753 K $ 8156 2024/12/31 27.564 K $ 4.10 %
2025/09/30 DLR DIGITAL REALTY TRUST INC REIT 0.33% 878.749 K $ 5083 2024/12/31 -5.715 K $ -0.83 %
2025/09/30 UPS UNITED PARCEL SERVICE 0.33% 866.623 K $ 10375 2024/12/31 -185.137 K $ -17.25 %
2025/09/30 LQD ISHARES TR 0.33% 863.558 K $ 7747 2024/12/31 14.474 K $ 1.70 %
2025/09/30 PFE PFIZER INC 0.33% 861.683 K $ 33818 2024/12/31 45.016 K $ 5.12 %
2025/09/30 AFL AFLAC INC 0.32% 853.388 K $ 7640 2024/12/31 47.998 K $ 5.92 %
2025/09/30 KGC KINROSS GOLD CORP 0.32% 848.131 K $ 34130 2025/03/31 0.000 $ 0.00 %
2025/09/30 NEE NEXTERA ENERGY INC COM 0.32% 847.903 K $ 11232 2024/12/31 48.086 K $ 8.74 %
2025/09/30 NVS NOVARTIS AG ADR 0.32% 846.768 K $ 6603 2024/12/31 52.077 K $ 5.97 %
2025/09/30 TJX TJX COMPANIES, INC. 0.30% 793.958 K $ 5493 2024/12/31 115.627 K $ 17.05 %
2025/09/30 CTAS CINTAS CORP 0.29% 779.988 K $ 3800 2024/12/31 -66.918 K $ -7.90 %
2025/09/30 CARR CARRIER GLOBAL CORP 0.29% 768.697 K $ 12876 2024/12/31 -173.697 K $ -18.43 %
2025/09/30 MS MORGAN STANLEY 0.29% 760.465 K $ 4784 2024/12/31 86.590 K $ 12.85 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR 0.29% 757.155 K $ 2711 2024/12/31 117.004 K $ 23.31 %
2025/09/30 ALL THE ALLSTATE CORPORATION 0.28% 742.689 K $ 3460 2024/12/31 46.636 K $ 6.63 %
2025/09/30 VOO VANGUARD INDEX FD ETF 0.28% 734.856 K $ 1200 2024/12/31 61.203 K $ 7.81 %
2025/09/30 MMM 3M COMPANY 0.27% 714.449 K $ 4604 2024/12/31 13.535 K $ 1.93 %
2025/09/30 GE GENERAL ELECTRIC CO 0.27% 708.732 K $ 2356 2024/12/31 100.279 K $ 16.87 %
2025/09/30 DHR DANAHER CORP 0.27% 701.245 K $ 3537 2024/12/31 2.568 K $ 0.36 %
2025/09/30 MLM MARTIN MARIETTA MATERIALS INC 0.26% 693.308 K $ 1100 2024/12/31 89.451 K $ 14.81 %
2025/09/30 EXC EXELON CORPORATION 0.26% 690.544 K $ 15342 2024/12/31 24.567 K $ 3.66 %
2025/09/30 IJK ISHARES S&P MIDCAP 400 0.26% 682.641 K $ 7119 2024/12/31 37.841 K $ 5.40 %
2025/09/30 HON HONEYWELL INTERNATIONAL INC 0.24% 644.552 K $ 3062 2024/12/31 -92.653 K $ -9.61 %
2025/09/30 BND VANGUARD BD INDEX FDS 0.24% 638.615 K $ 8587 2024/12/31 6.224 K $ 1.01 %
2025/09/30 GNTY GUARANTY BANCSHARES INC 0.24% 633.750 K $ 13000 2024/12/31 82.030 K $ 14.87 %