NORTH DALLAS BANK & TRUST CO

CIK: 0002035144SEC EDGAR →

Portfolio Value

$153.3M

Holdings

109

As of

Q4 2025

New Positions

18

Closed Positions

8

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

APPLE INC COM

30,754$8.4M
5.45%
2

ALPHABET INC

25,250$7.9M
5.15%
3

MICROSOFT CORP COM

14,933$7.2M
4.71%
4

ISHARES TR NATIONAL MUN ETF

63,873$6.8M
4.46%
5

ISHARES MSCI EAFE ETF

70,556$6.8M
4.42%
6

AMAZON COM INC

23,659$5.5M
3.56%
7

NVIDIA CORP

26,941$5.0M
3.28%
8

ISHARES TR SHRT NAT MUN ETF

34,761$3.7M
2.42%
9

JPMORGAN CHASE & CO COM

11,348$3.7M
2.38%
10

ISHARES TR CORE S&P MCP ETF

51,952$3.4M
2.24%

Quarterly Changes

Top Buys

MSFT↑ Increased
$7.2B
MUB↑ Increased
$6.0B
AAPL↑ Increased
$5.9B
EFA↑ Increased
$5.6B
AMZN↑ Increased
$5.0B

Top Sells

GOOGL↓ Decreased
$4.7B
JPM↓ Decreased
$3.3B
BLK↓ Decreased
$2.9B
JNJ↓ Decreased
$2.3B
PEP↓ Decreased
$1.9B

New Positions (18)

$1.7M · 2K shares
$1.5M · 5K shares
$931K · 4K shares
$811K · 1K shares
$589K · 3K shares
$537K · 3K shares
$426K · 5K shares
$405K · 2K shares
$402K · 4K shares
$347K · 4K shares
$247K · 5K shares
$237K · 1K shares
$234K · 853 shares
$226K · 2K shares
$224K · 4K shares
$221K · 9K shares
$216K · 2K shares
$201K · 2K shares

Closed Positions (8)

$1.7B · 4K shares
$1.3B · 7K shares
$1.3B · 4K shares
$1.2B · 4K shares
$636.6M · 3K shares
$216.2M · 2K shares
$204.6M · 2K shares
$201.6M · 2K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services35$48.6M31.7%
Technology16$34.6M22.6%
Communication Services6$12.4M8.1%
Consumer Cyclical7$12.0M7.8%
Healthcare11$12.0M7.8%
Industrials13$10.5M6.9%
Consumer Defensive6$7.4M4.9%
Unknown4$6.8M4.5%
Energy4$3.9M2.5%
Utilities4$3.6M2.4%
Real Estate2$1.2M0.8%
Basic Materials1$217K0.1%