Prosperity Bancshares Inc

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CIK 1068851

13F portfolio (2026-Q1)

$125M

Positions

414

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

414

Top 5

25.9%

Top 10

41.3%

Effective N

40.7

HHI

0.025

This quarter

33 new · 0 exit →

By sector

Unclassified53.0%

Information Technology13.9%

Consumer Discretionary6.3%

Financials6.3%

Communication Services4.6%

Industrials4.6%

Energy3.9%

Health Care3.0%

Other4.4%

By market cap

Unknown53.2%

Mega (>$200B)35.1%

Large ($10–200B)11.3%

Mid ($2–10B)0.4%

Small ($300M–2B)0.1%

By region

Other53.0%

North America46.8%

Europe0.2%

Asia-Pacific0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	53.84%	96
Semiconductors & Semiconductor Equipment	5.51%	14
Technology Hardware & Equipment	5.11%	18
Specialty Retail	4.67%	16
Oil, Gas & Consumable Fuels	3.93%	14
Software & IT Services	3.52%	9
Banks	2.71%	15
Software	2.64%	15
Pharmaceuticals & Biotechnology	2.52%	14
Machinery	2.07%	11
Capital Markets	1.54%	11
Commercial Services & Supplies	1.40%	14
Equity Real Estate Investment Trusts (REITs)	1.24%	33
Automobiles & Components	1.18%	4
Utilities	1.06%	19
Aerospace & Defense	1.06%	7
Beverages	0.67%	4
Chemicals	0.52%	14
Diversified Telecommunication Services	0.50%	3
Insurance	0.43%	13
Hotels, Restaurants & Leisure	0.42%	3
Health Care Equipment & Supplies	0.42%	11
Tobacco	0.40%	2
Electrical Equipment & Components	0.37%	4
Media & Entertainment	0.37%	5
Road & Rail	0.33%	5
Communications Equipment	0.28%	2
Entertainment	0.26%	2
Airlines	0.19%	3
Transportation Infrastructure	0.15%	1
Metals & Mining	0.12%	5
Construction & Engineering	0.11%	1
Real Estate Management & Development	0.11%	2
Construction Materials	0.08%	4
Food & Staples Retailing	0.08%	2
Food Products	0.05%	3
Health Care Providers & Services	0.05%	2
Distributors	0.03%	4
Textiles, Apparel & Luxury Goods	0.01%	1
Life Sciences Tools & Services	0.01%	2
Paper & Forest Products	0.01%	3
Professional Services	0.00%	1
Agricultural Products	0.00%	1
Marine	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	DFAX	DIMENSIONAL ETF TRUST	Unclassified	8.20%
2	IDEQ	LAZARD ACTIVE ETF TR	Unclassified	6.04%
3	BRK.A	BERKSHIRE HATHAWAY INC DEL	Unclassified	4.03%
4	VGLT	VANGUARD SCOTTSDALE FDS	Unclassified	4.02%
5	AAPL	Apple Inc.	Information Technology	3.57%
6	JCPB	J P MORGAN EXCHANGE TRADED F	Unclassified	3.40%
7	VXUS	VANGUARD STAR FDS	Unclassified	3.05%
8	NVDA	NVIDIA CORP	Information Technology	3.05%
9	XOM	EXXON MOBIL CORP	Energy	3.00%
10	VCRB	VANGUARD MALVERN FDS	Unclassified	2.92%

320/414 names classified · sector 47.0% of weight · industry 46.2% · mkt cap 46.8%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 2 quarters

Information TechnologyAAPL, NVDA, MSFT, AVGO, IBM · other

FinancialsJPM, BRK.B, V, GS, BAC · other

Consumer DiscretionaryWMT, AMZN, TSLA, COST, MCD · other

Communication ServicesGOOG, GOOGL, META, DIS, NFLX · other

IndustrialsCAT, RTX, HON, BKNG, SPGI · other

EnergyXOM, CVX, COP, MPC, MPLX · other

Health CareJNJ, LLY, AMGN, ABT, MDT · other

Consumer StaplesKO, PM, PEP, MO, MDLZ · other

Real EstateEQIX, PLD, VTR, CBRE, AMT · other

UtilitiesKMI, SO, DUK, NRG, NEE · other

MaterialsLIN, PG, ECL, MLM, STLD · other

UnclassifiedDFAX, IDEQ, BRK.A, JCPB, VGLT · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 47.0% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 46% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (293 classified)Prosperity Bancshares Inc centroid (Large Core)

Information TechnologyConsumer DiscretionaryFinancialsCommunication ServicesIndustrialsEnergyHealth CareReal EstateConsumer StaplesUtilitiesMaterials

Style box summary for Prosperity Bancshares Inc: centroid Large Core. Heaviest cells: Large Growth 22.4%, Large Core 11.1%, Large Value 9.2%.

Classified: 45.8% of book weight (293/411 names) · unclassified 54.2%: DFAX, IDEQ, BRK.A, VGLT, JCPB, VXUS, VCRB, VNQ, EFA, USRT +108 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 414 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	DFAXDIMENSIONAL ETF TRUST	301,098	$10M	8.2%	ADD 29%
2	IDEQLAZARD ACTIVE ETF TR	237,490	$8M	6.0%	ADD 64%
3	BRK.ABERKSHIRE HATHAWAY INC DEL	7	$5M	4.0%	HOLD
4	VGLTVANGUARD SCOTTSDALE FDS	90,637	$5M	4.0%	ADD 510%
5	AAPLAPPLE INC	17,563	$4M	3.6%	ADD 3%
6	JCPBJ P MORGAN EXCHANGE TRADED F	90,220	$4M	3.4%	ADD 37%
7	VXUSVANGUARD STAR FDS	49,380	$4M	3.1%	ADD 6%
8	NVDANVIDIA CORPORATION	21,824	$4M	3.1%	ADD 3%
9	XOMEXXON MOBIL CORP	22,090	$4M	3.0%	ADD 13%
10	VCRBVANGUARD MALVERN FDS	47,061	$4M	2.9%	ADD 71%
11	VNQVANGUARD INDEX FDS	28,931	$3M	2.1%	ADD 14%
12	WMTWALMART INC	20,612	$3M	2.1%	ADD 3%
13	MSFTMICROSOFT CORP	6,393	$2M	1.9%	TRIM −20%
14	EFAISHARES TR	23,200	$2M	1.8%	HOLD
15	AMZNAMAZON COM INC	9,891	$2M	1.7%	ADD 11%
16	CATCATERPILLAR INC	2,769	$2M	1.6%	ADD 2%
17	USRTISHARES TR	32,602	$2M	1.5%	ADD 14%
18	VTIVANGUARD INDEX FDS	5,782	$2M	1.5%	HOLD
19	GOOGALPHABET INC	6,134	$2M	1.4%	ADD 8%
20	AVGOBROADCOM INC	5,670	$2M	1.4%	ADD 8%
21	VCSHVANGUARD SCOTTSDALE FDS	20,933	$2M	1.3%	TRIM −24%
22	GOOGLALPHABET INC	5,509	$2M	1.3%	HOLD
23	TSLATESLA INC	3,683	$1M	1.1%	ADD 27%
24	WINNHARBOR ETF TRUST	46,760	$1M	1.0%	ADD 26%
25	JPMJPMORGAN CHASE & CO	4,358	$1M	1.0%	TRIM −7%
26	VOVANGUARD INDEX FDS	4,096	$1M	0.9%	ADD 28%
27	VYMVANGUARD WHITEHALL FDS	7,896	$1M	0.9%	ADD 45%
28	IJRISHARES TR	9,010	$1M	0.9%	TRIM −2%
29	JNJJOHNSON & JOHNSON	4,311	$1M	0.8%	TRIM −18%
30	METAMETA PLATFORMS INC	1,814	$1M	0.8%	ADD 19%
31	BRK.BBERKSHIRE HATHAWAY INC DEL	2,153	$1M	0.8%	TRIM −3%
32	MDYSPDR S&P MIDCAP 400 ETF TR	1,277	$787,603	0.6%	HOLD
33	SCHFSCHWAB STRATEGIC TR	30,745	$760,939	0.6%	ADD 13%
34	FLSPFRANKLIN TEMPLETON ETF TR	27,569	$749,877	0.6%	TRIM −33%
35	DGROISHARES CORE DIVIDEND GROWTH ETF	10,531	$739,066	0.6%	ADD 33%
36	VUGVANGUARD INDEX FDS	1,593	$695,806	0.6%	ADD 30%
37	CSCOCISCO SYS INC	8,768	$680,309	0.5%	ADD 17%
38	XLKSELECT SECTOR SPDR TR	5,068	$673,537	0.5%	HOLD
39	GSGOLDMAN SACHS GROUP INC	780	$659,872	0.5%	HOLD
40	BACBANK AMERICA CORP	13,378	$652,178	0.5%	ADD 9%
41	ACIOETF SER SOLUTIONS	15,450	$648,282	0.5%	TRIM −58%
42	VVISA INC	2,117	$639,842	0.5%	HOLD
43	CVXCHEVRON CORP NEW	3,085	$638,287	0.5%	ADD 27%
44	TLHISHARES TR	5,984	$602,708	0.5%	NEW
45	RTXRTX CORPORATION	3,122	$602,234	0.5%	TRIM −16%
46	DFUVDIMENSIONAL ETF TRUST	12,367	$599,305	0.5%	HOLD
47	VBVANGUARD INDEX FDS	2,204	$577,272	0.5%	HOLD
48	LLYELI LILLY & CO	586	$538,985	0.4%	ADD 12%
49	IBMINTERNATIONAL BUSINESS MACHS	2,143	$519,442	0.4%	TRIM −14%
50	VOOVANGUARD INDEX FDS	858	$512,698	0.4%	ADD 430%
51	EVTRMORGAN STANLEY ETF TRUST	9,779	$496,284	0.4%	NEW
52	MUMICRON TECHNOLOGY INC	1,379	$465,881	0.4%	ADD 174%
53	KOCOCA COLA CO	6,023	$458,049	0.4%	TRIM −41%
54	COSTCOSTCO WHSL CORP NEW	455	$453,376	0.4%	ADD 32%
55	AXPAMERICAN EXPRESS CO	1,450	$438,596	0.4%	HOLD
56	PMPHILIP MORRIS INTL INC	2,542	$420,294	0.3%	HOLD
57	QAINEW YORK LIFE INVESTMENTS ET	12,034	$410,600	0.3%	TRIM −42%
58	DFUSDIMENSIONAL ETF TRUST	5,736	$406,740	0.3%	TRIM −3%
59	BLKBLACKROCK INC	412	$396,225	0.3%	TRIM −4%
60	MAMASTERCARD INCORPORATED	731	$365,251	0.3%	TRIM −12%
61	SCHWSCHWAB CHARLES CORP	3,802	$357,312	0.3%	ADD 54%
62	MSMORGAN STANLEY	2,133	$351,028	0.3%	TRIM −8%
63	PEPPEPSICO INC	2,153	$334,339	0.3%	TRIM −6%
64	DISDISNEY WALT CO	3,404	$328,078	0.3%	TRIM −3%
65	MCDMCDONALDS CORP	1,042	$323,843	0.3%	TRIM −19%
66	QCOMQUALCOMM INC	2,514	$323,753	0.3%	TRIM −13%
67	AMGNAMGEN INC	917	$322,646	0.3%	TRIM −21%
68	TXNTEXAS INSTRS INC	1,582	$307,129	0.2%	ADD 23%
69	HDHOME DEPOT INC	920	$302,579	0.2%	ADD 18%
70	COPCONOCOPHILLIPS	2,198	$290,136	0.2%	ADD 32%
71	GEGE AEROSPACE	979	$277,811	0.2%	ADD 3%
72	ORCLORACLE CORP	1,870	$275,096	0.2%	ADD 30%
73	WFCWELLS FARGO CO NEW	3,415	$271,868	0.2%	TRIM −19%
74	HONHONEYWELL INTL INC	1,190	$268,976	0.2%	TRIM −14%
75	CCITIGROUP INC	2,285	$259,142	0.2%	TRIM −6%
76	ABTABBOTT LABS	2,491	$255,751	0.2%	TRIM −21%
77	LINLINDE PLC	502	$248,872	0.2%	ADD 35%
78	NFLXNETFLIX INC	2,555	$245,663	0.2%	TRIM −38%
79	SOSOUTHERN CO	2,518	$243,037	0.2%	ADD 33%
80	TAT&T INC	8,364	$242,472	0.2%	ADD 40%
81	GILDGILEAD SCIENCES INC	1,732	$241,389	0.2%	ADD 40%
82	KMIKINDER MORGAN INC DEL	7,034	$235,850	0.2%	ADD 3%
83	IWFISHARES TR	544	$231,962	0.2%	HOLD
84	UNPUNION PAC CORP	945	$229,276	0.2%	ADD 19%
85	ABBVABBVIE INC	1,030	$224,015	0.2%	TRIM −26%
86	BABOEING CO	1,058	$210,574	0.2%	ADD 11%
87	CMCSACOMCAST CORP NEW	7,154	$205,391	0.2%	ADD 61%
88	LOWLOWES COS INC	861	$203,437	0.2%	HOLD
89	PLTRPALANTIR TECHNOLOGIES INC	1,389	$203,183	0.2%	TRIM −3%
90	HELOJPMorgan Hedged Equity Laddered Overly ETF	3,160	$201,956	0.2%	NEW
91	MDTMEDTRONIC PLC	2,294	$198,775	0.2%	TRIM −31%
92	VZVERIZON COMMUNICATIONS INC	3,783	$189,907	0.2%	ADD 19%
93	TMUST-MOBILE US INC	897	$188,397	0.2%	ADD 24%
94	BKNGBOOKING HOLDINGS INC	44	$185,254	0.1%	TRIM −20%
95	CRMSALESFORCE INC	978	$182,563	0.1%	ADD 43%
96	EQIXEQUINIX INC	185	$181,344	0.1%	ADD 14%
97	TMOTHERMO FISHER SCIENTIFIC INC	366	$179,900	0.1%	TRIM −18%
98	DFATDIMENSIONAL ETF TRUST	2,733	$170,676	0.1%	HOLD
99	BNYBANK NEW YORK MELLON CORP	1,410	$167,268	0.1%	TRIM −39%
100	BMYBRISTOL-MYERS SQUIBB CO	2,751	$166,848	0.1%	ADD 77%
101	SPGIS&P GLOBAL INC	384	$163,331	0.1%	TRIM −29%
102	IJKISHARES TR	1,595	$160,489	0.1%	HOLD
103	PLDPROLOGIS INC.	1,166	$154,122	0.1%	ADD 13%
104	LRCXLAM RESEARCH CORP	704	$150,417	0.1%	ADD 6%
105	AMATAPPLIED MATLS INC	429	$146,628	0.1%	ADD 32%
106	NRGNRG ENERGY INC	997	$145,702	0.1%	ADD 149%
107	QQQINVESCO QQQ TR	250	$144,295	0.1%	HOLD
108	PGRPROGRESSIVE CORP	716	$141,940	0.1%	ADD 84%
109	PHMPULTE GROUP INC	1,195	$140,544	0.1%	ADD 75%
110	ETNEATON CORP PLC	389	$139,134	0.1%	ADD 121%
111	VTVVANGUARD INDEX FDS	708	$138,910	0.1%	ADD 22%
112	MCOMOODYS CORP	316	$137,855	0.1%	HOLD
113	XLVSELECT SECTOR SPDR TR	931	$136,494	0.1%	HOLD
114	IJJISHARES TR	1,022	$135,415	0.1%	HOLD
115	CBCHUBB LIMITED	404	$131,676	0.1%	ADD 76%
116	UNHUNITEDHEALTH GROUP INC	477	$129,071	0.1%	ADD 39%
117	DUKDUKE ENERGY CORP NEW	970	$127,012	0.1%	TRIM −29%
118	IBTGISHARES TR	5,305	$121,564	0.1%	HOLD
119	MARMARRIOTT INTL INC NEW	359	$117,418	0.1%	HOLD
120	NEENEXTERA ENERGY INC	1,218	$113,128	0.1%	ADD 12%
121	MRKMERCK & CO INC	928	$111,629	0.1%	ADD 279%
122	PGPROCTER AND GAMBLE CO	770	$111,219	0.1%	ADD 102%
123	QUALISHARES TR	573	$109,907	0.1%	HOLD
124	PFEPFIZER INC	3,848	$108,052	0.1%	ADD 3%
125	SYFSYNCHRONY FINANCIAL	1,581	$107,540	0.1%	ADD 127%
126	DHRDANAHER CORP DEL	565	$107,124	0.1%	TRIM −20%
127	ACNACCENTURE PLC IRELAND	537	$106,482	0.1%	ADD 18%
128	VTRVENTAS INC	1,299	$106,232	0.1%	HOLD
129	AMTAMERICAN TOWER CORP	614	$105,964	0.1%	ADD 42%
130	NOWSERVICENOW INC	1,012	$105,805	0.1%	TRIM −26%
131	SPYSTATE STR SPDR S&P 500 ETF T	160	$104,054	0.1%	HOLD
132	DGDOLLAR GEN CORP	873	$103,651	0.1%	HOLD
133	DVYISHARES TR	677	$102,505	0.1%	HOLD
134	EBAYEBAY INC.	1,101	$100,213	0.1%	ADD 118%
135	CBRECBRE GROUP INC	722	$97,802	0.1%	ADD 9%
136	GDGENERAL DYNAMICS CORP	284	$97,474	0.1%	ADD 35%
137	ECLECOLAB INC	360	$95,767	0.1%	ADD 59%
138	DALDELTA AIR LINES INC	1,423	$94,601	0.1%	ADD 77%
139	KLACKLA CORP	64	$94,234	0.1%	HOLD
140	CMICUMMINS INC	172	$92,539	0.1%	HOLD
141	DFASDIMENSIONAL ETF TRUST	1,285	$91,402	0.1%	HOLD
142	SBUXSTARBUCKS CORP	974	$87,261	0.1%	ADD 18%
143	RVTROYCE SMALL CAP TRUST INC	5,178	$85,955	0.1%	NEW
144	LNGCheniere Energy, Inc	300	$85,128	0.1%	HOLD
145	PNCPNC FINL SVCS GROUP INC	409	$85,109	0.1%	ADD 42%
146	ASMLASML HOLDING N V	64	$84,533	0.1%	HOLD
147	EMREMERSON ELEC CO	630	$82,543	0.1%	ADD 48%
148	MTUMISHARES TR	338	$81,117	0.1%	HOLD
149	WMWASTE MGMT INC DEL	352	$80,886	0.1%	ADD 36%
150	ITOTISHARES TR	565	$80,473	0.1%	HOLD
151	ARBALTSHARES TRUST	2,695	$79,017	0.1%	TRIM −70%
152	MOALTRIA GROUP INC	1,191	$78,594	0.1%	HOLD
153	ADIANALOG DEVICES INC	241	$76,672	0.1%	HOLD
154	FDXFEDEX CORP	214	$76,223	0.1%	ADD 6%
155	IAUISHARES GOLD TR	858	$75,641	0.1%	HOLD
156	UBERUBER TECHNOLOGIES INC	1,044	$75,095	0.1%	ADD 15%
157	AMDADVANCED MICRO DEVICES INC	368	$74,862	0.1%	TRIM −7%
158	DLRDIGITAL RLTY TR INC	407	$73,345	0.1%	ADD 12%
159	CSXCSX CORP	1,781	$73,110	0.1%	TRIM −59%
160	WMBWILLIAMS COS INC	995	$72,416	0.1%	ADD 503%
161	INTCINTEL CORP	1,635	$72,153	0.1%	HOLD
162	NOCNORTHROP GRUMMAN CORP	103	$70,271	0.1%	ADD 84%
163	ISRGINTUITIVE SURGICAL INC	149	$68,688	0.1%	ADD 32%
164	MPCMARATHON PETE CORP	278	$67,882	0.1%	HOLD
165	WELLWELLTOWER INC	343	$67,815	0.1%	HOLD
166	TJXTJX COS INC NEW	417	$66,595	0.1%	ADD 8%
167	ITWILLINOIS TOOL WKS INC	255	$66,374	0.1%	TRIM −7%
168	LUVSOUTHWEST AIRLS CO	1,755	$65,935	0.1%	HOLD
169	UPSUNITED PARCEL SERVICE INC	665	$65,423	0.1%	ADD 533%
170	INTUINTUIT	151	$65,289	0.1%	TRIM −81%
171	APHAMPHENOL CORP	514	$64,944	0.1%	NEW
172	PJFGPGIM ETF TR	637	$62,031	0.0%	ADD 146%
173	STLDSTEEL DYNAMICS INC	339	$61,020	0.0%	ADD 131%
174	BSXBOSTON SCIENTIFIC CORP	968	$60,742	0.0%	TRIM −17%
175	PSAPUBLIC STORAGE OPER CO	223	$60,406	0.0%	ADD 38%
176	HCAHCA HEALTHCARE INC	121	$57,262	0.0%	TRIM −2%
177	AMLPALPS ETF TR	1,081	$56,904	0.0%	NEW
178	MMM3M CO	391	$56,785	0.0%	TRIM −15%
179	CITHE CIGNA GROUP	206	$54,951	0.0%	ADD 94%
180	ATOATMOS ENERGY CORP	296	$54,677	0.0%	HOLD
181	DEDEERE & CO	97	$54,640	0.0%	HOLD
182	AVBAVALONBAY CMNTYS INC	333	$54,396	0.0%	ADD 22%
183	MLMMARTIN MARIETTA MATLS INC	92	$54,159	0.0%	ADD 24%
184	AHRAMERICAN HEALTHCARE REIT INC	1,140	$53,762	0.0%	HOLD
185	SYKSTRYKER CORPORATION	162	$53,232	0.0%	ADD 3%
186	MDLZMONDELEZ INTL INC	910	$52,452	0.0%	ADD 56%
187	GEVGE VERNOVA INC	60	$52,374	0.0%	ADD 11%
188	PECOPHILLIPS EDISON & CO INC	1,396	$52,238	0.0%	HOLD
189	IVTINVENTRUST PPTYS CORP	1,668	$50,807	0.0%	HOLD
190	ADBEADOBE INC	206	$50,074	0.0%	TRIM −18%
191	DFIVDIMENSIONAL ETF TRUST	942	$49,719	0.0%	HOLD
192	CVSCVS HEALTH CORP	691	$49,628	0.0%	ADD 29%
193	SUISUN CMNTYS INC	391	$49,250	0.0%	HOLD
194	MRVLMARVELL TECHNOLOGY INC	493	$48,832	0.0%	HOLD
195	IBDRISHARES TR	2,000	$48,480	0.0%	HOLD
196	LFUSLITTELFUSE INC	142	$48,188	0.0%	HOLD
197	PANWPALO ALTO NETWORKS INC	295	$47,294	0.0%	ADD 719%
198	DELLDELL TECHNOLOGIES INC	285	$46,777	0.0%	NEW
199	BRXBRIXMOR PPTY GROUP INC	1,621	$46,685	0.0%	HOLD
200	MPLXMPLX LP	812	$46,341	0.0%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security	2024-Q4	2025-Q1	2025-Q2	2025-Q3	2025-Q4	2026-Q1	Latest value
DFAXDIMENSIONAL ETF TRUST	—	—	—	—	233K	301K	$10M
IDEQLAZARD ACTIVE ETF TR	—	—	—	—	145K	237K	$8M
BRK/ABERKSHIRE HATHAWAY INC DEL	—	—	—	—	7	7	$5M
VGLTVANGUARD SCOTTSDALE FDS	—	—	—	—	15K	91K	$5M
AAPLAPPLE INC	—	—	—	—	17K	18K	$4M
JCPBJ P MORGAN EXCHANGE TRADED F	—	—	—	—	66K	90K	$4M
VXUSVANGUARD STAR FDS	—	—	—	—	47K	49K	$4M
NVDANVIDIA CORPORATION	—	—	—	—	21K	22K	$4M
XOMEXXON MOBIL CORP	—	—	—	—	20K	22K	$4M
VCRBVANGUARD MALVERN FDS	—	—	—	—	28K	47K	$4M
VNQVANGUARD INDEX FDS	—	—	—	—	25K	29K	$3M
WMTWALMART INC	—	—	—	—	20K	21K	$3M
MSFTMICROSOFT CORP	—	—	—	—	8K	6K	$2M
EFAISHARES TR	—	—	—	—	23K	23K	$2M
AMZNAMAZON COM INC	—	—	—	—	9K	10K	$2M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Prosperity Bancshares Inc