13F filer

Cullen/Frost Bankers

As of Sep 30, 2026 Filed Oct 28, 2026 CIK 39263 SEC filings ↗
13F Value
$10.22B
Positions
1,477
Top Position
AAPL6.1%
Top 5
22.7%

Latest filing changes

vs Jun 30, 2026
1 NVDA NVIDIA +8.8%+$32.8M
2 STX Seagate Technology >999%+$22.9M
3 MU Micron Technology +166.5%+$22.0M
4 APH Amphenol >999%+$20.2M
5 LRCX Lam Research +53.9%+$20.0M
Holdings1,477
# Trend (4Q)
1 AAPL 6.1% $621.6M -0.9% 1.87M 5.4% Common Stock
2 MSFT 4.5% $461.7M -0.2% 900.3K 3.3% Common Stock
3 PVAL 4.5% $459.3M +1.4% 8.73M 4.3% ETF
4 NVDA 4.0% $406.4M +8.8% 1.78M 3.2% Common Stock
5 VUG 3.6% $371.5M -1.4% 4.12M 3.5% ETF
6 EMXC 3.0% $305.1M -0.8% 3.08M 3.1% ETF
7 AMZN 2.2% $225.5M +1.6% 904.9K 2.1% Common Stock
8 GOOGL
Filing details
  • 02079K305 Sep 30, 2026 619,423 reported quantity $213,130,978 reported value
2.1% $213.1M -6.3% 619.4K 2.3% Common Stock
9 EFA 2.1% $210.4M -0.7% 2.02M 2.1% ETF
10 AVGO 1.9% $192.2M -0.2% 547.2K 2.0% Common Stock
11 VB 1.7% $174.2M +1.9% 612.4K 1.8% ETF
12 GOOG 1.6% $166.9M -2.1% 489.8K 1.7% Common Stock
13 IWP 1.6% $160.6M -1.8% 1.17M 1.7% ETF
14 IWF 1.5% $149.3M -7.5% 1.19M 1.6% ETF
15 META 1.4% $147.4M -1.0% 203.2K 1.1% Common Stock
16 SPY 1.4% $143.2M -0.5% 187.8K 1.4% ETF
17 VO 1.3% $128.1M -1.5% 1.63M 1.3% ETF
18 V 1.2% $121.5M -1.7% 338.1K 1.2% Common Stock
19 IWLG 1.2% $119.0M -1.8% 2.07M 1.2% ETF
20 LLY 1.1% $114.1M -2.5% 98.6K 1.2% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing117
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.