Michell Velasquez
Amarillo National Bank
Assets Managed
$623.838M
Holdings
98
Last Quarter
2026 - Q2
Filed Date
9d ago
Growth Rate
10.19%(2Q avg: 4.82%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Amarillo National Bank's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 98 positions.
Assets under management
The assets under management (AUM) of Amarillo National Bank 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 2026 - Q2, they manage 623.838M in assets, with a quarterly growth rate of 10.19% and a 2-quarter average growth rate of 4.82%. The portfolio is managed by Michell Velasquez, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
IVV Ishares Core S&p 500 Etf
| 15.26% | $95.144M 127,047 shares@ $748.9 avg price | Decreased -0.32% |
IVE Ishares S&p 500 Value Etf
| 9.64% | $60.08M 264,601 shares@ $227.06 avg price | Decreased -0.33% |
IDEV Ishares Core Msci Dev Mkts
| 8.61% | $53.66M 602,848 shares@ $89.01 avg price | Increased 0.21% |
AGG Ishares Core U.s. Aggregate
| 7.12% | $44.396M 448,532 shares@ $98.98 avg price | Decreased -0.18% |
IVW Ishares S&p 500 Growth Etf
| 6.45% | $40.189M 292,223 shares@ $137.54 avg price | Decreased -0.62% |
EEM Ishares Msci Emerging Market
| 6.01% | $37.432M 547,167 shares@ $68.41 avg price | Increased 0.11% |
SPY Spdr S&p 500 Etf Trust
| 5.39% | $33.611M 45,009 shares@ $746.77 avg price | Decreased -0.17% |
IAGG Ishares Intl Aggregate Bond
| 4.84% | $30.191M 596,651 shares@ $50.61 avg price | |
IWR Ishares Russell Mid-cap Etf
| 3.78% | $23.544M 213,419 shares@ $110.32 avg price | Decreased -0.4% |
IWM Ishares Russell 2000 Etf
| 3.59% | $22.356M 74,408 shares@ $300.45 avg price | Decreased -1.92% |
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