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The Analysis of AMARILLO NATIONAL BANK's Holdings & P&L

Currently, AMARILLO NATIONAL BANK holds 91 types of securities in its portfolio with a total value $566.2M. In the most recent quarter, they have increased their positions in IVE (+7.0K shares, valued at $1.5M), IAGG (+22.9K shares, valued at $1.1M), IVV (+1.6K shares, valued at $1.1M); decreased their positions in IVW (-11.2K shares, valued at $1.3M), IDEV (-11.0K shares, valued at $920.6K), IWR (-7.9K shares, valued at $765.3K); initiated new positions in WFC (+7.2K shares, valued at $576.5K), N/A (+93.3K shares, valued at $466.7K), RTX (+1.6K shares, valued at $304.2K).

1M P&L

+18.0M+3.07%

3M P&L

+22.5M+3.86%

HY P&L

+51.3M+9.26%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A459.1M

83.0%

2Discount Stores11.5M

2.1%

3Consumer Electronics11.4M

2.1%

Top Industries by Stock Count

1N/A35 stocks

41.7%

2Drug Manufacturers - General4 stocks

4.8%

3Credit Services3 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV iShares Core S&P 500 ETF127.5K shares1.30%2026-03-312026-04-17

IVE iShares S&P 500 Value ETF265.5K shares2.73%2026-03-312026-04-17

IDEV iShares Core MSCI Intl Dev Mkts ETF601.6K shares-1.80%2026-03-312026-04-17

AGG iShares Core US Aggregate Bond ETF449.4K shares-0.19%2026-03-312026-04-17

IVW iShares S&P 500 Growth ETF294.0K shares-3.67%2026-03-312026-04-17

EEM iShares MSCI Emerging Markets ETF546.6K shares-0.40%2026-03-312026-04-17

IAGG iShares Core International Aggt Bd ETF596.7K shares3.99%2026-03-312026-04-17

SPY S&P Depositary Receipt45.1K shares0.47%2026-03-312026-04-17

Sponsored

IWR iShares Russell Mid-Cap ETF214.3K shares-3.54%2026-03-312026-04-17

IWM iShares Russell 2000 ETF75.9K shares-3.09%2026-03-312026-04-17

HYG iShares iBoxx $ High Yield Corp Bd ETF215.9K shares0.97%2026-03-312026-04-17

EFA iShares MSCI EAFE Index Fund128.8K shares2.75%2026-03-312026-04-17

AAPL Apple Computer Inc44.9K shares4.06%2026-03-312026-04-17

WMT Wal-Mart Stores Inc90.3K shares6.16%2026-03-312026-04-17

NVDA Nvidia Corp57.4K shares2.09%2026-03-312026-04-17

JPM JP Morgan Chase & Co Com29.6K shares3.80%2026-03-312026-04-17

Sponsored

DVY iShares JD Select Dividend54.1K shares0.00%2026-03-312026-04-17

MSFT Microsoft Corp.20.6K shares2.21%2026-03-312026-04-17

Alphabet Inc Cap Stk CL A Cap Stk Alphabet Inc Cap Stk CL A Cap Stk19.9K shares3.23%2026-03-312026-04-17

AMZN Amazon Com Inc25.5K shares2.03%2026-03-312026-04-17

ATO Atmos Energy Corporation28.6K shares0.26%2026-03-312026-04-17

XOM Exxon Mobil Corp Com27.1K shares3.71%2026-03-312026-04-17

Alphabet Inc Cap Stk CL C Cap Alphabet Inc Cap Stk CL C Cap15.2K shares0.00%2026-03-312026-04-17

PB Prosperity Bancshares Inc56.0K shares0.00%2026-03-312026-04-17

Sponsored

IWS iShares Russell Midcap Value22.6K shares0.00%2026-03-312026-04-17

XLI State Street Industrial Select Sec SPDR EFT19.3K shares0.00%2026-03-312026-04-17

CAT Caterpillar Inc4.1K shares6.40%2026-03-312026-04-17

CATH Global X Fds33.4K shares0.00%2026-03-312026-04-17

DFUS Dimensional U.S. Equity Market ETF34.0K shares0.00%2026-03-312026-04-17

HOMB Home Bancshares Inc Com84.0K shares0.00%2026-03-312026-04-17

IWP iShares Russell Midcap Grwth17.4K shares0.00%2026-03-312026-04-17

ORCL Oracle Systems14.4K shares-7.33%2026-03-312026-04-17

Sponsored

V Visa Inc Class A6.9K shares-4.49%2026-03-312026-04-17

IJH iShares S&P Midcap 40027.4K shares11.77%2026-03-312026-04-17

LLY Eli Lilly Company1.7K shares34.73%2026-03-312026-04-17

Berkshire Hathaway Inc-CL B Berkshire Hathaway Inc-CL B3.1K shares0.00%2026-03-312026-04-17

MA Mastercard Inc Class A2.6K shares0.00%2026-03-312026-04-17

AXP American Express Co4.3K shares5.41%2026-03-312026-04-17

DE Deere & Co - Common1.9K shares0.00%2026-03-312026-04-17

CVX Chevron Corp4.7K shares-3.18%2026-03-312026-04-17

Sponsored

DFUV Dimensional ETF Trust US Mktwide Value19.1K shares0.00%2026-03-312026-04-17

AIVL WisdomTree U.S. Al Enhanced Value Fund7.2K shares2.49%2026-03-312026-04-17

SHY iShares Barclays 1-3 Year Treasury Bond Fund9.6K shares-0.32%2026-03-312026-04-17

BLES Inspire Global Hope ETF17.6K shares0.00%2026-03-312026-04-17

BRK.A Berkshire Hathaway Inc1 shares0.00%2026-03-312026-04-17

XEL Xcel Energy Inc Com8.9K shares13.91%2026-03-312026-04-17

JMSI J P Morgan Sustainable Municipal Inc. A14.2K shares0.00%2026-03-312026-04-17

JNJ Johnson & Johnson2.8K shares22.92%2026-03-312026-04-17

Sponsored

IEF iShares Barclays 7-10 Year Treasury Bond Fund6.9K shares-1.79%2026-03-312026-04-17

WFC Wells Fargo & Co New Com Stk7.2K sharesnew addition2026-03-312026-04-17

ADI Analog Devices Inc1.7K shares11.16%2026-03-312026-04-17

IEFA iShares Tr Core MSCI EAFE5.8K shares0.00%2026-03-312026-04-17

CL Colgate Palmolive Co5.8K shares0.00%2026-03-312026-04-17

CLI Capital CLI Capital93.3K sharesnew addition2026-03-312026-04-17

ABBV Abbvie Inc Com2.1K shares0.00%2026-03-312026-04-17

PFE Pfizer Inc15.5K shares0.00%2026-03-312026-04-17

Sponsored

DFAS Dimensional ETF Trust US Small Cap6.1K shares0.00%2026-03-312026-04-17

IWN iShares Russell 2000 Value2.2K shares0.00%2026-03-312026-04-17

Eaton Corp Plc Com Eaton Corp Plc Com1.1K shares-33.45%2026-03-312026-04-17

KO Coca-Cola Company - Common5.2K shares12.99%2026-03-312026-04-17

OKE Oneok Inc Com New4.3K shares0.00%2026-03-312026-04-17

Broadcom Inc Com Broadcom Inc Com1.2K shares16.40%2026-03-312026-04-17

Merck & Co Inc New Com Merck & Co Inc New Com2.9K shares0.00%2026-03-312026-04-17

DLR Digital Rlty Tr Inc1.9K shares13.50%2026-03-312026-04-17

Sponsored

DFAT Dimensional ETF Trust US Target Value5.5K shares0.00%2026-03-312026-04-17

ITW Illinois Tools Wks Inc1.3K shares0.00%2026-03-312026-04-17

T AT&T Inc Com11.3K shares38.82%2026-03-312026-04-17

VIG Vanguard Dividend Appreciation Index Fund1.5K shares38.07%2026-03-312026-04-17

VLO Valero Energy Corp Com Stk New1.3K shares0.00%2026-03-312026-04-17

VTI Vanguard Index Total Stock Mkt ETF962 shares-3.02%2026-03-312026-04-17

RTX RTX Corporation1.6K sharesnew addition2026-03-312026-04-17

PG Procter & Gamble - Common2.1K shares0.00%2026-03-312026-04-17

Sponsored

LOW Lowe's Companies1.2K sharesnew addition2026-03-312026-04-17

VUG Vanguard Growth ETF660 sharesnew addition2026-03-312026-04-17

TXN Texas Instruments1.4K shares2.90%2026-03-312026-04-17

PLD Prologis Inc Com2.1K shares0.00%2026-03-312026-04-17

UNH Unitedhealth Group Inc990 shares11.24%2026-03-312026-04-17

DHR Danaher Corp DE1.4K shares0.00%2026-03-312026-04-17

VTV Vanguard Value ETF1.3K sharesnew addition2026-03-312026-04-17

HD Home Depot Inc801 shares22.48%2026-03-312026-04-17

Sponsored

ICE Intercontinental Exchange Group1.7K shares0.00%2026-03-312026-04-17

META Meta Platforms Inc.439 sharesnew addition2026-03-312026-04-17

CSCO Cisco Systems Inc3.1K sharesnew addition2026-03-312026-04-17

ABT Abbott Laboratories2.3K shares-1.70%2026-03-312026-04-17

COST Costco Whsl Corp New Com231 sharesnew addition2026-03-312026-04-17

NEE Nextera Energy Inc Com2.4K sharesnew addition2026-03-312026-04-17

LMT Lockheed Martin Corp Common341 sharesnew addition2026-03-312026-04-17

HCA Hca Healthcare Inc430 sharesnew addition2026-03-312026-04-17

Sponsored

SBUX Starbucks Corp2.3K sharesnew addition2026-03-312026-04-17

FMNB Farmers National Banc Corp14.0K sharesnew addition2026-03-312026-04-17

MFM Mfc Mfs Mun Inc Tr Sh Ben Int.11.5K shares0.00%2026-03-312026-04-17

IVV

iShares Core S&P 500 ETF

1.30%

Shares127.5K

Event2026-03-31

Filed2026-04-17

IVE

iShares S&P 500 Value ETF

2.73%

Shares265.5K

Event2026-03-31

Filed2026-04-17

IDEV

iShares Core MSCI Intl Dev Mkts ETF

-1.80%

Shares601.6K

Event2026-03-31

Filed2026-04-17

AGG

iShares Core US Aggregate Bond ETF

-0.19%

Shares449.4K

Event2026-03-31

Filed2026-04-17

IVW

iShares S&P 500 Growth ETF

-3.67%

Shares294.0K

Event2026-03-31

Filed2026-04-17

EEM

iShares MSCI Emerging Markets ETF

-0.40%

Shares546.6K

Event2026-03-31

Filed2026-04-17

IAGG

iShares Core International Aggt Bd ETF

3.99%

Shares596.7K

Event2026-03-31

Filed2026-04-17

SPY

S&P Depositary Receipt

0.47%

Shares45.1K

Event2026-03-31

Filed2026-04-17

IWR

iShares Russell Mid-Cap ETF

-3.54%

Shares214.3K

Event2026-03-31

Filed2026-04-17

IWM

iShares Russell 2000 ETF

-3.09%

Shares75.9K

Event2026-03-31

Filed2026-04-17

HYG

iShares iBoxx $ High Yield Corp Bd ETF

0.97%

Shares215.9K

Event2026-03-31

Filed2026-04-17

EFA

iShares MSCI EAFE Index Fund

2.75%

Shares128.8K

Event2026-03-31

Filed2026-04-17

AAPL

Apple Computer Inc

4.06%

Shares44.9K

Event2026-03-31

Filed2026-04-17

WMT

Wal-Mart Stores Inc

6.16%

Shares90.3K

Event2026-03-31

Filed2026-04-17

NVDA

Nvidia Corp

2.09%

Shares57.4K

Event2026-03-31

Filed2026-04-17

JPM

JP Morgan Chase & Co Com

3.80%

Shares29.6K

Event2026-03-31

Filed2026-04-17

DVY

iShares JD Select Dividend

0.00%

Shares54.1K

Event2026-03-31

Filed2026-04-17

MSFT

Microsoft Corp.

2.21%

Shares20.6K

Event2026-03-31

Filed2026-04-17

Alphabet Inc Cap Stk CL A Cap Stk

3.23%

Shares19.9K

Event2026-03-31

Filed2026-04-17

AMZN

Amazon Com Inc

2.03%

Shares25.5K

Event2026-03-31

Filed2026-04-17

ATO

Atmos Energy Corporation

0.26%

Shares28.6K

Event2026-03-31

Filed2026-04-17

XOM

Exxon Mobil Corp Com

3.71%

Shares27.1K

Event2026-03-31

Filed2026-04-17

Alphabet Inc Cap Stk CL C Cap

0.00%

Shares15.2K

Event2026-03-31

Filed2026-04-17

Prosperity Bancshares Inc

0.00%

Shares56.0K

Event2026-03-31

Filed2026-04-17

IWS

iShares Russell Midcap Value

0.00%

Shares22.6K

Event2026-03-31

Filed2026-04-17

XLI

State Street Industrial Select Sec SPDR EFT

0.00%

Shares19.3K

Event2026-03-31

Filed2026-04-17

CAT

Caterpillar Inc

6.40%

Shares4.1K

Event2026-03-31

Filed2026-04-17

CATH

Global X Fds

0.00%

Shares33.4K

Event2026-03-31

Filed2026-04-17

DFUS

Dimensional U.S. Equity Market ETF

0.00%

Shares34.0K

Event2026-03-31

Filed2026-04-17

HOMB

Home Bancshares Inc Com

0.00%

Shares84.0K

Event2026-03-31

Filed2026-04-17

IWP

iShares Russell Midcap Grwth

0.00%

Shares17.4K

Event2026-03-31

Filed2026-04-17

ORCL

Oracle Systems

-7.33%

Shares14.4K

Event2026-03-31

Filed2026-04-17

Visa Inc Class A

-4.49%

Shares6.9K

Event2026-03-31

Filed2026-04-17

IJH

iShares S&P Midcap 400

11.77%

Shares27.4K

Event2026-03-31

Filed2026-04-17

LLY

Eli Lilly Company

34.73%

Shares1.7K

Event2026-03-31

Filed2026-04-17

Berkshire Hathaway Inc-CL B

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-17

Mastercard Inc Class A

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-17

AXP

American Express Co

5.41%

Shares4.3K

Event2026-03-31

Filed2026-04-17

Deere & Co - Common

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-17

CVX

Chevron Corp

-3.18%

Shares4.7K

Event2026-03-31

Filed2026-04-17

DFUV

Dimensional ETF Trust US Mktwide Value

0.00%

Shares19.1K

Event2026-03-31

Filed2026-04-17

AIVL

WisdomTree U.S. Al Enhanced Value Fund

2.49%

Shares7.2K

Event2026-03-31

Filed2026-04-17

SHY

iShares Barclays 1-3 Year Treasury Bond Fund

-0.32%

Shares9.6K

Event2026-03-31

Filed2026-04-17

BLES

Inspire Global Hope ETF

0.00%

Shares17.6K

Event2026-03-31

Filed2026-04-17

BRK.A

Berkshire Hathaway Inc

0.00%

Shares1

Event2026-03-31

Filed2026-04-17

XEL

Xcel Energy Inc Com

13.91%

Shares8.9K

Event2026-03-31

Filed2026-04-17

JMSI

J P Morgan Sustainable Municipal Inc. A

0.00%

Shares14.2K

Event2026-03-31

Filed2026-04-17

JNJ

Johnson & Johnson

22.92%

Shares2.8K

Event2026-03-31

Filed2026-04-17

IEF

iShares Barclays 7-10 Year Treasury Bond Fund

-1.79%

Shares6.9K

Event2026-03-31

Filed2026-04-17

WFC

Wells Fargo & Co New Com Stk

New

Shares7.2K

Event2026-03-31

Filed2026-04-17

ADI

Analog Devices Inc

11.16%

Shares1.7K

Event2026-03-31

Filed2026-04-17

IEFA

iShares Tr Core MSCI EAFE

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-17

Colgate Palmolive Co

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-17

CLI Capital

New

Shares93.3K

Event2026-03-31

Filed2026-04-17

ABBV

Abbvie Inc Com

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-17

PFE

Pfizer Inc

0.00%

Shares15.5K

Event2026-03-31

Filed2026-04-17

DFAS

Dimensional ETF Trust US Small Cap

0.00%

Shares6.1K

Event2026-03-31

Filed2026-04-17

IWN

iShares Russell 2000 Value

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-17

Eaton Corp Plc Com

-33.45%

Shares1.1K

Event2026-03-31

Filed2026-04-17

Coca-Cola Company - Common

12.99%

Shares5.2K

Event2026-03-31

Filed2026-04-17

OKE

Oneok Inc Com New

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-17

Broadcom Inc Com

16.40%

Shares1.2K

Event2026-03-31

Filed2026-04-17

Merck & Co Inc New Com

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-17

DLR

Digital Rlty Tr Inc

13.50%

Shares1.9K

Event2026-03-31

Filed2026-04-17

DFAT

Dimensional ETF Trust US Target Value

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-17

ITW

Illinois Tools Wks Inc

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-17

AT&T Inc Com

38.82%

Shares11.3K

Event2026-03-31

Filed2026-04-17

VIG

Vanguard Dividend Appreciation Index Fund

38.07%

Shares1.5K

Event2026-03-31

Filed2026-04-17

VLO

Valero Energy Corp Com Stk New

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-17

VTI

Vanguard Index Total Stock Mkt ETF

-3.02%

Shares962

Event2026-03-31

Filed2026-04-17

RTX

RTX Corporation

New

Shares1.6K

Event2026-03-31

Filed2026-04-17

Procter & Gamble - Common

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-17

LOW

Lowe's Companies

New

Shares1.2K

Event2026-03-31

Filed2026-04-17

VUG

Vanguard Growth ETF

New

Shares660

Event2026-03-31

Filed2026-04-17

TXN

Texas Instruments

2.90%

Shares1.4K

Event2026-03-31

Filed2026-04-17

PLD

Prologis Inc Com

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-17

UNH

Unitedhealth Group Inc

11.24%

Shares990

Event2026-03-31

Filed2026-04-17

DHR

Danaher Corp DE

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-17

VTV

Vanguard Value ETF

New

Shares1.3K

Event2026-03-31

Filed2026-04-17

Home Depot Inc

22.48%

Shares801

Event2026-03-31

Filed2026-04-17

ICE

Intercontinental Exchange Group

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-17