Texas-Capital-Bank-Wealth-Management-Services

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-14
Total Holdings
209
Total Value
989676943
Accession Number
0001802655-25-000004
Form Type
13F-HR
Manager Name
Texas-Capital-Bank-Wealth-Management-Services
Data Enrichment
95% identified
198 identified11 unidentified

Holdings

209 positions • $989.7M total value
Manager:
Search and click to pin securities to the top
Page 4 of 11
EXXON MOBIL CORP
Shares:16.9K
Value:$2.0M
% of Portfolio:0.2% ($2.0M/$989.7M)
Accenture plc
Shares:5.8K
Value:$1.8M
% of Portfolio:0.2% ($1.8M/$989.7M)
46137V357
Shares:10.1K
Value:$1.8M
% of Portfolio:0.2% ($1.8M/$989.7M)
PROCTER & GAMBLE Co
Shares:10.2K
Value:$1.7M
% of Portfolio:0.2% ($1.7M/$989.7M)
Alphabet Inc.
Shares:10.8K
Value:$1.7M
% of Portfolio:0.2% ($1.7M/$989.7M)
AbbVie Inc.
Shares:7.8K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$989.7M)
464287200
Shares:2.8K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$989.7M)
BERKSHIRE HATHAWAY INC
Shares:3.0K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$989.7M)
JOHNSON & JOHNSON
Shares:8.7K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$989.7M)
CHEVRON CORP
Shares:8.3K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$989.7M)
ABBOTT LABORATORIES
Shares:10.1K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$989.7M)
TEXAS INSTRUMENTS INC
Shares:7.1K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$989.7M)
922908769
Shares:4.6K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$989.7M)
464287309
Shares:12.9K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$989.7M)
Broadcom Inc.
Shares:6.8K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$989.7M)
THERMO FISHER SCIENTIFIC INC.
Shares:2.3K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$989.7M)
MCDONALDS CORP
Shares:3.6K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$989.7M)
MARSH & MCLENNAN COMPANIES, INC.
Shares:4.4K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$989.7M)
PENNANTPARK INVESTMENT CORP
Shares:152.0K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$989.7M)
Palantir Technologies Inc.
Shares:12.6K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$989.7M)