Jordan Pitts

@Moody National Bank Trust Division

Latest period2024 - Q4

Reported5d ago

Managed Assets$956.178M

Total holdings478

Assets growth rate2.37%

Assets growth rate (2-Q avg)-12.51%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Moody National Bank Trust Division's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 478 positions.

Assets under management

The assets under management (AUM) of Moody National Bank Trust Division over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 956.178M in assets, with a quarterly growth rate of 2.37% and a 2-quarter average growth rate of -12.51%. The portfolio is managed by Jordan Pitts, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
MRXAmphitryon Ltd Recent Activity Increased 101.04%	0.44%	$4.172M 133,846 shares@ $31.18 avg price	Increased 101.04%
ODDOddity Tech Ltd Recent Activity Increased 12.56%	0.41%	$3.895M 92,696 shares@ $42.03 avg price	Increased 12.56%
CVXChevron Corp Recent Activity Increased 4.39%	0.38%	$3.623M 25,011 shares@ $144.84 avg price	Increased 4.39%
CSCOCisco Systems Recent Activity Increased 1.03%	0.34%	$3.195M 53,978 shares@ $59.2 avg price	Increased 1.03%
VFCVf Corp Recent Activity Increased 9.19%	0.31%	$2.925M 136,303 shares@ $21.46 avg price	Increased 9.19%
USRTBlackrock Fund Advisors Recent Activity Increased 0.95%	0.3%	$2.824M 49,268 shares@ $57.31 avg price	Increased 0.95%
INDIIndie Semiconductor Inc Recent Activity Increased 2.28%	0.28%	$2.636M 650,810 shares@ $4.06 avg price	Increased 2.28%
PANWPalo Alto Networks Inc Recent Activity Increased 90.69%	0.27%	$2.489M 13,680 shares@ $181.97 avg price	Increased 90.69%
VTEBVanguard Etf Usa Recent Activity Increased 173.89%	0.26%	$2.425M 48,371 shares@ $50.13 avg price	Increased 173.89%
SRADSportradar Holding Ag Recent Activity Increased 80.6%	0.25%	$2.374M 136,926 shares@ $17.35 avg price	Increased 80.6%