1y return+17.6%S&P 500 +20.9%
3y return+47.5%S&P 500 +68.5%
5y return+41.2%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2021: $150 against $188 in the S&P 500.2
Amarillo National BankS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVViShares Core S&P 500 ETF | $95.1M | 15.3% | |
| IVEiShares S&P 500 Value ETF | $60.1M | 9.6% | |
| IDEViShares Core MSCI Intl Dev Mkts ETF | $53.7M | 8.6% | |
| AGGiShares Core US Aggregate Bond ETF | $44.4M | 7.1% | |
| IVWiShares S&P 500 Growth ETF | $40.2M | 6.4% | |
| EEMiShares MSCI Emerging Markets ETF | $37.4M | 6.0% | |
| SPYS&P Depositary Receipt | $33.6M | 5.4% | |
| IAGGiShares Core International Aggt Bd ETF | $30.2M | 4.8% | |
| IWRiShares Russell Mid-Cap ETF | $23.5M | 3.8% | |
| IWMiShares Russell 2000 ETF | $22.4M | 3.6% | −1.9% |
| HYGiShares iBoxx $ High Yield Corp Bd ETF | $17.3M | 2.8% | |
| AAPLApple Computer Inc | $13.4M | 2.2% | +3.5% |
| EFAiShares MSCI EAFE Index Fund | $13.3M | 2.1% | |
| NVDANvidia Corp | $11.6M | 1.9% | +1.2% |
| WMTWal-Mart Stores Inc | $10.2M | 1.6% | |
| JPMJP Morgan Chase & Co Com | $9.7M | 1.6% | |
| DVYiShares JD Select Dividend | $8.3M | 1.3% | −1.3% |
| MSFTMicrosoft Corp. | $7.7M | 1.2% | |
| GOOGLAlphabet Inc Cap Stk CL A Cap Stk | $7.1M | 1.1% | |
| AMZNAmazon Com Inc | $6.1M | 1.0% | +1.1% |
| GOOGAlphabet Inc Cap Stk CL C Cap | $5.4M | 0.9% | |
| ATOAtmos Energy Corporation | $4.9M | 0.8% | |
| CATCaterpillar Inc | $4.3M | 0.7% | |
| PBProsperity Bancshares Inc | $4.1M | 0.7% | |
| IWSiShares Russell Midcap Value | $3.7M | 0.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $4.3M |
| NVDANvidia Corp | March 31, 2023 | +620.3% | $11.6M |
| LLYEli Lilly Company | December 31, 2020 | +610.4% | $2.0M |
| GOOGLAlphabet Inc Cap Stk CL A Cap Stk | June 30, 2020 | +404.0% | $7.1M |
| GOOGAlphabet Inc Cap Stk CL C Cap | June 30, 2020 | +399.9% | $5.4M |
| DEDeere & Co - Common | June 30, 2020 | +303.7% | $1.2M |
| AXPAmerican Express Co | June 30, 2020 | +255.3% | $1.4M |
| JPMJP Morgan Chase & Co Com | June 30, 2020 | +248.0% | $9.7M |
| AAPLApple Computer Inc | June 30, 2020 | +217.3% | $13.4M |
| WMTWal-Mart Stores Inc | June 30, 2020 | +183.7% | $10.2M |
Sold off last quarter
- Exxon Mobil Corp ComCUSIP 30231G102 was $4.6M
- Eaton Corp Plc ComCUSIP G29183103 was $400K
- VTVVanguard Value ETF was $263K
- NEENextera Energy Inc Com was $224K
- LMTLockheed Martin Corp Common was $206K
- HCAHca Healthcare Inc was $203K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.1% | +14.8% |
| March 31, 2026 | −1.8% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +6.9% | +7.8% |
| June 30, 2025 | +7.5% | +10.5% |
| March 31, 2025 | −1.6% | −4.6% |
| December 31, 2024 | −1.2% | +2.1% |
| September 30, 2024 | +6.3% | +5.4% |
| June 30, 2024 | +1.2% | +4.0% |
| March 31, 2024 | +6.2% | +10.0% |
| December 31, 2023 | +9.4% | +11.2% |
| September 30, 2023 | −4.0% | −3.6% |
| June 30, 2023 | +4.6% | +8.3% |
| March 31, 2023 | +4.9% | +7.0% |
| December 31, 2022 | +7.0% | +7.1% |
| September 30, 2022 | −5.6% | −5.3% |
| June 30, 2022 | −13.3% | −16.5% |
| March 31, 2022 | −5.2% | −4.9% |
| December 31, 2021 | +5.7% | +10.7% |
| September 30, 2021 | −0.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Amarillo National Bank Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1053013&type=13F-HR&dateb=&owner=include&count=40CIK 1053013
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1053013/000105301326000006/Filed July 15, 2026 · accession 0001053013-26-000006