Filed: 10/16/2025ACC: 0001053013-25-000013
π What this filing means
AMARILLO NATIONAL BANK filed this quarterly 13FβHR report disclosing 79 equity positions with a total reported market value of $568.83M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
79
Positions
$568.83M
Total AUM (reported)
4.53M
Total Shares
Allocation by class
COM$568.83M100.0%
Portfolio Concentration
Top 3$192.57M33.9%
4β10$211.38M37.2%
11β25$119.30M21.0%
Rest$45.58M8.0%
Top 3 weight
33.9%
Top 10 weight
71.0%
Voting Authority Distribution
Total shares with voting rights: 4.53M
Sole
Full voting authority
4.53M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole72
Shared0
Other7
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings79
Rows:
iShares Core S&P 500 ETF
SOLEShares129.88K
TypeSH
Market value$86.93M
15.28%
Sole
129.88K
Shared
0.00
None
0.00
iShares S&P 500 Value ETF
SOLEShares265.57K
TypeSH
Market value$54.84M
9.64%
Sole
265.57K
Shared
0.00
None
0.00
iShares Core MSCI Intl Dev Mkts ETF
SOLEShares633.67K
TypeSH
Market value$50.80M
8.93%
Sole
633.67K
Shared
0.00
None
0.00
iShares Core US Aggregate Bond ETF
SOLEShares438K
TypeSH
Market value$43.91M
7.72%
Sole
438K
Shared
0.00
None
0.00
iShares S&P 500 Growth ETF
SOLEShares309.32K
TypeSH
Market value$37.34M
6.56%
Sole
309.32K
Shared
0.00
None
0.00
S&P Depositary Receipt
SOLEShares45.68K
TypeSH
Market value$30.43M
5.35%
Sole
45.68K
Shared
0.00
None
0.00
iShares MSCI Emerging Markets ETF
SOLEShares569.82K
TypeSH
Market value$30.43M
5.35%
Sole
569.82K
Shared
0.00
None
0.00
iShares Core International Aggt Bd ETF
SOLEShares546.08K
TypeSH
Market value$27.98M
4.92%
Sole
546.08K
Shared
0.00
None
0.00
iShares Russell Mid-Cap ETF
SOLEShares222.51K
TypeSH
Market value$21.48M
3.78%
Sole
222.51K
Shared
0.00
None
0.00
iShares Russell 2000 ETF
SOLEShares81.89K
TypeSH
Market value$19.81M
3.48%
Sole
81.89K
Shared
0.00
None
0.00
iShares iBoxx $ High Yield Corp Bd ETF
SOLEShares202.38K
TypeSH
Market value$16.43M
2.89%
Sole
202.38K
Shared
0.00
None
0.00
iShares MSCI EAFE Index Fund
SOLEShares133.24K
TypeSH
Market value$12.44M
2.19%
Sole
133.24K
Shared
0.00
None
0.00
Nvidia Corp
SOLEShares57.68K
TypeSH
Market value$10.76M
1.89%
Sole
57.68K
Shared
0.00
None
0.00
Apple Computer Inc
SOLEShares41.90K
TypeSH
Market value$10.67M
1.88%
Sole
41.90K
Shared
0.00
None
0.00
Microsoft Corp.
SOLEShares19.17K
TypeSH
Market value$9.93M
1.75%
Sole
19.17K
Shared
0.00
None
0.00
JP Morgan Chase & Co Com
SOLEShares29.36K
TypeSH
Market value$9.26M
1.63%
Sole
29.36K
Shared
0.00
None
0.00
Wal-Mart Stores Inc
SOLEShares83.86K
TypeSH
Market value$8.64M
1.52%
Sole
83.86K
Shared
0.00
None
0.00
iShares JD Select Dividend
SOLEShares54.54K
TypeSH
Market value$7.75M
1.36%
Sole
54.54K
Shared
0.00
None
0.00
Oracle Systems
SOLEShares25.75K
TypeSH
Market value$7.24M
1.27%
Sole
25.75K
Shared
0.00
None
0.00
Amazon Com Inc
SOLEShares24.69K
TypeSH
Market value$5.42M
0.95%
Sole
24.69K
Shared
0.00
None
0.00
Atmos Energy Corporation
SOLEShares28.61K
TypeSH
Market value$4.88M
0.86%
Sole
28.61K
Shared
0.00
None
0.00
Alphabet Inc Cap Stk CL A Cap Stk
SOLEShares19.28K
TypeSH
Market value$4.69M
0.82%
Sole
19.28K
Shared
0.00
None
0.00
Prosperity Bancshares Inc
SOLEShares64.27K
TypeSH
Market value$4.26M
0.75%
Sole
64.27K
Shared
0.00
None
0.00
Alphabet Inc Cap Stk CL C Cap
SOLEShares15.42K
TypeSH
Market value$3.76M
0.66%
Sole
15.42K
Shared
0.00
None
0.00
iShares Russell Midcap Value
DFNDShares22.59K
TypeSH
Market value$3.16M
0.55%
Sole
22.59K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares Core S&P 500 ETFSOLE | Com | 129.88K | SH | $86.93M 15.28% | 129.88K | 0.00 | 0.00 |
iShares S&P 500 Value ETFSOLE | Com | 265.57K | SH | $54.84M 9.64% | 265.57K | 0.00 | 0.00 |
iShares Core MSCI Intl Dev Mkts ETFSOLE | Com | 633.67K | SH | $50.80M 8.93% | 633.67K | 0.00 | 0.00 |
iShares Core US Aggregate Bond ETFSOLE | Com | 438K | SH | $43.91M 7.72% | 438K | 0.00 | 0.00 |
iShares S&P 500 Growth ETFSOLE | Com | 309.32K | SH | $37.34M 6.56% | 309.32K | 0.00 | 0.00 |
S&P Depositary ReceiptSOLE | Com | 45.68K | SH | $30.43M 5.35% | 45.68K | 0.00 | 0.00 |
iShares MSCI Emerging Markets ETFSOLE | Com | 569.82K | SH | $30.43M 5.35% | 569.82K | 0.00 | 0.00 |
iShares Core International Aggt Bd ETFSOLE | Com | 546.08K | SH | $27.98M 4.92% | 546.08K | 0.00 | 0.00 |
iShares Russell Mid-Cap ETFSOLE | Com | 222.51K | SH | $21.48M 3.78% | 222.51K | 0.00 | 0.00 |
iShares Russell 2000 ETFSOLE | Com | 81.89K | SH | $19.81M 3.48% | 81.89K | 0.00 | 0.00 |
iShares iBoxx $ High Yield Corp Bd ETFSOLE | Com | 202.38K | SH | $16.43M 2.89% | 202.38K | 0.00 | 0.00 |
iShares MSCI EAFE Index FundSOLE | Com | 133.24K | SH | $12.44M 2.19% | 133.24K | 0.00 | 0.00 |
Nvidia CorpSOLE | Com | 57.68K | SH | $10.76M 1.89% | 57.68K | 0.00 | 0.00 |
Apple Computer IncSOLE | Com | 41.90K | SH | $10.67M 1.88% | 41.90K | 0.00 | 0.00 |
Microsoft Corp.SOLE | Com | 19.17K | SH | $9.93M 1.75% | 19.17K | 0.00 | 0.00 |
JP Morgan Chase & Co ComSOLE | Com | 29.36K | SH | $9.26M 1.63% | 29.36K | 0.00 | 0.00 |
Wal-Mart Stores IncSOLE | Com | 83.86K | SH | $8.64M 1.52% | 83.86K | 0.00 | 0.00 |
iShares JD Select DividendSOLE | Com | 54.54K | SH | $7.75M 1.36% | 54.54K | 0.00 | 0.00 |
Oracle SystemsSOLE | Com | 25.75K | SH | $7.24M 1.27% | 25.75K | 0.00 | 0.00 |
Amazon Com IncSOLE | Com | 24.69K | SH | $5.42M 0.95% | 24.69K | 0.00 | 0.00 |
Atmos Energy CorporationSOLE | Com | 28.61K | SH | $4.88M 0.86% | 28.61K | 0.00 | 0.00 |
Alphabet Inc Cap Stk CL A Cap StkSOLE | Com | 19.28K | SH | $4.69M 0.82% | 19.28K | 0.00 | 0.00 |
Prosperity Bancshares IncSOLE | Com | 64.27K | SH | $4.26M 0.75% | 64.27K | 0.00 | 0.00 |
Alphabet Inc Cap Stk CL C CapSOLE | Com | 15.42K | SH | $3.76M 0.66% | 15.42K | 0.00 | 0.00 |
iShares Russell Midcap ValueDFND | Com | 22.59K | SH | $3.16M 0.55% | 22.59K | 0.00 | 0.00 |
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