PROSPERITY BANCSHARES INC
13F Reported Value
ⓘ$153.1M
Holdings
450
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
PROSPERITY BANCSHARES INC disclosed 450 positions worth $153.1M in its Form 13F-HR for Q2 2026, followed by $LAZ. During the quarter the fund opened 54 new positions and exited 18 and a full exit from $REXR. The portfolio is most concentrated in Other (43.9% of disclosed assets). All figures are sourced directly from PROSPERITY BANCSHARES INC’s Form 13F-HR filing with the SEC under CIK 1068851.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
DIMENSIONAL ETF TRUST - WORLD EX US CORE
—Quality
$13.4M362,804 sh- 59.3#940
Quality
$10.8M308,275 sh J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF
—Quality
$5.7M121,429 shVANGUARD SCOTTSDALE FDS - LONG TERM TREAS
—Quality
$5.6M100,702 sh- 76.4
Quality
$5.4M18,828 sh - 85.9
Quality
$5.3M26,258 sh - 73.8
Quality
$4.5M6 sh VANGUARD STAR FDS - VG TL INTL STK F
—Quality
$4.3M49,833 shVANGUARD MALVERN FDS - CORE BD ETF
—Quality
$4.1M53,564 shVANGUARD INDEX FDS - REAL ESTATE ETF
—Quality
$3.3M34,160 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| DIMENSIONAL ETF TRUST - WORLD EX US CORE | — | $13.4M | 362,804 |
 Lazard, Inc.$LAZ | 59.3#940 | $10.8M | 308,275 |
| J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | — | $5.7M | 121,429 |
| VANGUARD SCOTTSDALE FDS - LONG TERM TREAS | — | $5.6M | 100,702 |
 Apple Inc.$AAPL | 76.4 | $5.4M | 18,828 |
 NVIDIA CORP$NVDA | 85.9 | $5.3M | 26,258 |
 BERKSHIRE HATHAWAY INC$BRK.A | 73.8 | $4.5M | 6 |
| VANGUARD STAR FDS - VG TL INTL STK F | — | $4.3M | 49,833 |
| VANGUARD MALVERN FDS - CORE BD ETF | — | $4.1M | 53,564 |
| VANGUARD INDEX FDS - REAL ESTATE ETF | — | $3.3M | 34,160 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of PROSPERITY BANCSHARES INC's 450 positions.
Showing top 10 of 450 holdings.
Sector Allocation
Other
$67.1M
Technology
$29.2M
Financials
$24.3M
Industrials
$8.7M
Consumer Discretionary
$7.0M
Energy
$4.8M
Healthcare
$4.7M
Consumer Staples
$2.3M
Top Holdings — PROSPERITY BANCSHARES INC (Q2 2026)
Top 150 of 450 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $13.4M | 8.7% | +20% | — |
| 2 | $LAZ | Lazard, Inc. | $10.8M | 7.1% | +30% | 59.3 |
| 3 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | $5.7M | 3.7% | +35% | — |
| 4 | — | VANGUARD SCOTTSDALE FDS - LONG TERM TREAS | $5.6M | 3.6% | +11% | — |
| 5 | $AAPL | Apple Inc. | $5.4M | 3.6% | +7% | 76.4 |
| 6 | $NVDA | NVIDIA CORP | $5.3M | 3.4% | +20% | 85.9 |
| 7 | $BRK.A | BERKSHIRE HATHAWAY INC | $4.5M | 2.9% | -14% | 73.8 |
| 8 | — | VANGUARD STAR FDS - VG TL INTL STK F | $4.3M | 2.8% | +1% | — |
| 9 | — | VANGUARD MALVERN FDS - CORE BD ETF | $4.1M | 2.7% | +14% | — |
| 10 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $3.3M | 2.1% | +18% | — |
| 11 |  $XOM.R34088 | EXXON MOBIL CORP | $3.1M | 2.0% | +2% | 57.9 |
| 12 |  $CAT | CATERPILLAR INC | $2.9M | 1.9% | -0% | 66.5 |
| 13 | — | ISHARES TR - CRE U S REIT ETF | $2.7M | 1.8% | +25% | — |
| 14 |  $MSFT | MICROSOFT CORP | $2.6M | 1.7% | +11% | 79.8 |
| 15 |  $AMZN | AMAZON COM INC | $2.6M | 1.7% | +10% | 68.7 |
| 16 |  $WMT | Walmart Inc. | $2.5M | 1.6% | +7% | 60.2 |
| 17 | — | ISHARES TR - MSCI EAFE ETF | $2.4M | 1.6% | +0% | — |
| 18 |  $GOOGL | Alphabet Inc. | $2.3M | 1.5% | +7% | 78.2 |
| 19 |  $AVGO | Broadcom Inc. | $2.2M | 1.4% | +3% | 84.5 |
| 20 |  $GOOG | Alphabet Inc. | $2.2M | 1.4% | +12% | 78.2 |
| 21 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $2.2M | 1.4% | +30% | — |
| 22 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $2.1M | 1.4% | -0% | — |
| 23 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $2.1M | 1.4% | +69% | — |
| 24 | — | HARBOR ETF TRUST - LONG TERM GROWER | $1.8M | 1.2% | +21% | — |
| 25 |  $MU | MICRON TECHNOLOGY INC | $1.8M | 1.2% | +14% | 86.2 |
| 26 | — | VANGUARD INDEX FDS - MID CAP ETF | $1.7M | 1.1% | +422% | — |
| 27 |  $TSLA | Tesla, Inc. | $1.5M | 1.0% | -1% | 53.9 |
| 28 |  $JPM | JPMORGAN CHASE & CO | $1.5M | 0.9% | +2% | 70.7 |
| 29 |  $JNJ | JOHNSON & JOHNSON | $1.2M | 0.8% | +8% | 69 |
| 30 | — | ISHARES TR - CORE S&P SCP ETF | $1.2M | 0.8% | -14% | — |
| 31 | — | ISHARES TR - 10-20 YR TRS ETF | $1.1M | 0.8% | +90% | — |
| 32 |  $META | Meta Platforms, Inc. | $1.1M | 0.7% | +9% | 79.6 |
| 33 | — | VANGUARD INDEX FDS - GROWTH ETF | $1.0M | 0.7% | +651% | — |
| 34 | — | ISHARES TR - CORE DIV GRWTH | $1.0M | 0.7% | +28% | — |
| 35 | — | ETF SER SOLUTIONS - APTUS COLLRD INV | $994,963 | 0.7% | +40% | — |
| 36 |  $BRK.B | BERKSHIRE HATHAWAY INC | $980,764 | 0.6% | -9% | 73.8 |
| 37 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $965,555 | 0.6% | +0% | — |
| 38 |  $CSCO | CISCO SYSTEMS, INC. | $941,324 | 0.6% | -9% | 70.3 |
| 39 | — | FRANKLIN TEMPLETON ETF TR - SYSTMTC STYL PRE | $891,313 | 0.6% | +17% | — |
| 40 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $857,371 | 0.6% | -5% | — |
| 41 |  $GS | GOLDMAN SACHS GROUP INC | $822,244 | 0.5% | +4% | 73.5 |
| 42 |  $LLY | ELI LILLY & Co | $821,610 | 0.5% | +17% | 87.5 |
| 43 |  $V | VISA INC. | $816,554 | 0.5% | +12% | 82.9 |
| 44 |  $BAC | BANK OF AMERICA CORP /DE/ | $807,635 | 0.5% | +6% | 67.6 |
| 45 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $790,863 | 0.5% | -7% | — |
| 46 | — | VANGUARD INDEX FDS - SMALL CP ETF | $784,778 | 0.5% | +17% | — |
| 47 |  $KO | COCA COLA CO | $697,622 | 0.5% | +43% | 69.5 |
| 48 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $680,309 | 0.4% | +0% | — |
| 49 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $623,443 | 0.4% | +3% | 70 |
| 50 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $610,574 | 0.4% | +4% | — |
| 51 |  $CVX | CHEVRON CORP | $571,375 | 0.4% | +12% | 62.8 |
| 52 |  $RTX | RTX Corp | $565,016 | 0.4% | -5% | 73.2 |
| 53 |  $AMAT | APPLIED MATERIALS INC /DE | $546,588 | 0.4% | +76% | 72.3 |
| 54 |  $PM | Philip Morris International Inc. | $515,051 | 0.3% | +12% | 75.9 |
| 55 | — | NEW YORK LIFE INVESTMENTS ET - HEDGE MULTI STRA | $506,800 | 0.3% | +15% | — |
| 56 |  $MS | MORGAN STANLEY | $505,250 | 0.3% | +13% | 75.8 |
| 57 |  $TXN | TEXAS INSTRUMENTS INC | $472,441 | 0.3% | +0% | 73.4 |
| 58 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $470,008 | 0.3% | +0% | — |
| 59 |  $COST | COSTCO WHOLESALE CORP /NEW | $467,735 | 0.3% | +10% | 66.2 |
| 60 |  $AXP | AMERICAN EXPRESS CO | $465,432 | 0.3% | -5% | 69.4 |
| 61 |  $GE | GENERAL ELECTRIC CO | $448,850 | 0.3% | +23% | 73.8 |
| 62 |  $ABBV | AbbVie Inc. | $444,396 | 0.3% | +71% | 72.6 |
| 63 |  $AMD | ADVANCED MICRO DEVICES INC | $436,844 | 0.3% | +104% | 79.8 |
| 64 | — | MORGAN STANLEY ETF TRUST - EATO VANC BD ETF | $435,954 | 0.3% | -12% | — |
| 65 |  $QCOM | QUALCOMM INC/DE | $426,126 | 0.3% | -8% | 70.5 |
| 66 |  $SCHW | SCHWAB CHARLES CORP | $375,262 | 0.3% | +7% | 79.4 |
| 67 |  $MA | Mastercard Inc | $372,874 | 0.2% | -1% | 85.1 |
| 68 |  $BLK | BlackRock, Inc. | $361,547 | 0.2% | -9% | 70 |
| 69 |  $BA | BOEING CO | $357,176 | 0.2% | +56% | 61.6 |
| 70 |  $AMGN | AMGEN INC | $350,170 | 0.2% | +5% | 79.2 |
| 71 |  $C | CITIGROUP INC | $337,304 | 0.2% | +5% | 65 |
| 72 |  $PG | PROCTER & GAMBLE Co | $325,981 | 0.2% | +189% | 64.6 |
| 73 |  $LRCX | LAM RESEARCH CORP | $323,264 | 0.2% | +6% | 79.4 |
| 74 |  $COP | CONOCOPHILLIPS | $302,108 | 0.2% | +32% | 70.2 |
| 75 |  $DIS | Walt Disney Co | $300,011 | 0.2% | -8% | 60.1 |
| 76 |  $LIN | LINDE PLC | $299,428 | 0.2% | +15% | — |
| 77 |  $HON | HONEYWELL INTERNATIONAL INC | $293,978 | 0.2% | +6% | 65 |
| 78 |  $UNP | UNION PACIFIC CORP | $289,408 | 0.2% | +13% | 69.7 |
| 79 |  $ORCL | ORACLE CORP | $284,600 | 0.2% | +4% | 66.2 |
| 80 | — | ISHARES TR - RUS 1000 GRW ETF | $282,114 | 0.2% | +318% | — |
| 81 |  $PEP | PEPSICO INC | $275,133 | 0.2% | -6% | 63.4 |
| 82 |  $GILD | GILEAD SCIENCES, INC. | $273,526 | 0.2% | +25% | 57.4 |
| 83 |  $PLD | Prologis, Inc. | $266,063 | 0.2% | +68% | 68.3 |
| 84 |  $MRK | Merck & Co., Inc. | $262,654 | 0.2% | +120% | 59.9 |
| 85 |  $MCD | MCDONALDS CORP | $258,146 | 0.2% | -8% | 69 |
| 86 |  $HD | HOME DEPOT, INC. | $253,577 | 0.2% | -22% | 60.3 |
| 87 |  $SO | SOUTHERN CO | $250,952 | 0.2% | +4% | 62 |
| 88 |  $INTC | INTEL CORP | $241,001 | 0.2% | +6% | 45.6 |
| 89 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $228,018 | 0.1% | NEW | — |
| 90 |  $BMY | BRISTOL MYERS SQUIBB CO | $226,274 | 0.1% | +43% | 70.4 |
| 91 |  $KMI | KINDER MORGAN, INC. | $224,877 | 0.1% | +0% | 71.3 |
| 92 |  $BNY | Bank of New York Mellon Corp | $219,084 | 0.1% | +7% | 74.1 |
| 93 | — | J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF | $214,229 | 0.1% | +0% | — |
| 94 |  $UNH | UNITEDHEALTH GROUP INC | $212,803 | 0.1% | +7% | 62.7 |
| 95 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $194,528 | 0.1% | +6% | 65.1 |
| 96 |  $KLAC | KLA CORP | $193,094 | 0.1% | +900% | 78.6 |
| 97 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $191,037 | 0.1% | +0% | — |
| 98 |  $EQIX | EQUINIX INC | $190,757 | 0.1% | -1% | 59 |
| 99 | — | ISHARES TR - S&P MC 400GR ETF | $187,413 | 0.1% | +0% | — |
| 100 |  $NFLX | NETFLIX INC | $184,997 | 0.1% | +1% | 78.8 |
| 101 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $184,100 | 0.1% | +0% | — |
| 102 |  $PGR | PROGRESSIVE CORP/OH/ | $182,187 | 0.1% | +16% | 80.1 |
| 103 |  $DAL | DELTA AIR LINES, INC. | $181,326 | 0.1% | +36% | 57.5 |
| 104 |  $BKNG | Booking Holdings Inc. | $178,240 | 0.1% | +2173% | 58.5 |
| 105 |  $CCZ | COMCAST CORP | $171,776 | 0.1% | -2% | 59.5 |
| 106 |  $VZ | VERIZON COMMUNICATIONS INC | $170,503 | 0.1% | +6% | 65.8 |
| 107 |  $CI | Cigna Group | $169,819 | 0.1% | +199% | 66.2 |
| 108 |  $PHM | PULTEGROUP INC/MI/ | $167,945 | 0.1% | +2% | 55.3 |
| 109 |  $ABT | ABBOTT LABORATORIES | $166,689 | 0.1% | -26% | 65.5 |
| 110 |  $NRG | NRG ENERGY, INC. | $165,340 | 0.1% | +14% | 51.9 |
| 111 |  $CB | Chubb Ltd | $160,489 | 0.1% | +17% | — |
| 112 |  $MRVL | Marvell Technology, Inc. | $160,265 | 0.1% | +9% | 76.5 |
| 113 |  $ETN | Eaton Corp plc | $156,812 | 0.1% | -5% | — |
| 114 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $156,018 | 0.1% | +17% | 61.7 |
| 115 |  $TMUS | T-Mobile US, Inc. | $153,305 | 0.1% | +2% | 69.1 |
| 116 | — | ISHARES TR - S&P MC 400VL ETF | $152,162 | 0.1% | +1% | — |
| 117 | — | VANGUARD INDEX FDS - VALUE ETF | $149,718 | 0.1% | -3% | — |
| 118 |  $T | AT&T INC. | $149,019 | 0.1% | -14% | 65.7 |
| 119 |  $WFC | WELLS FARGO & COMPANY/MN | $147,760 | 0.1% | -48% | 61.8 |
| 120 |  $CMI | CUMMINS INC | $140,502 | 0.1% | +15% | 58.1 |
| 121 |  $PLTR | Palantir Technologies Inc. | $138,371 | 0.1% | -15% | 84.6 |
| 122 |  $LOW | LOWES COMPANIES INC | $137,586 | 0.1% | -28% | 60.8 |
| 123 |  $MO | ALTRIA GROUP, INC. | $132,892 | 0.1% | +55% | 67.4 |
| 124 | — | ISHARES TR - MSCI USA QLT FCT | $129,903 | 0.1% | +3% | — |
| 125 |  $ASML | ASML HOLDING NV | $127,324 | 0.1% | +0% | — |
| 126 |  $PANW | Palo Alto Networks Inc | $126,859 | 0.1% | +26% | 65.5 |
| 127 |  $SPGI | S&P Global Inc. | $125,843 | 0.1% | -20% | 76.1 |
| 128 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $125,326 | 0.1% | +24% | 73.7 |
| 129 |  $VTR | Ventas, Inc. | $125,030 | 0.1% | +8% | 62.5 |
| 130 | — | ISHARES TR - IBONDS 26 TRM TS | $121,431 | 0.1% | +0% | — |
| 131 |  $SPY | SPDR S&P 500 ETF TRUST | $119,483 | 0.1% | +0% | — |
| 132 |  $NEE | NEXTERA ENERGY INC | $119,192 | 0.1% | +11% | 64.6 |
| 133 |  $EBAY | EBAY INC | $118,343 | 0.1% | -4% | 66.4 |
| 134 |  $SYF | Synchrony Financial | $116,889 | 0.1% | -3% | 64 |
| 135 |  $DUK | Duke Energy CORP | $116,074 | 0.1% | -5% | 56.4 |
| 136 | — | ISHARES TR - MSCI USA MMENTM | $115,877 | 0.1% | +0% | — |
| 137 |  $SBUX | STARBUCKS CORP | $113,635 | 0.1% | +14% | 58.2 |
| 138 |  $APH | AMPHENOL CORP /DE/ | $111,787 | 0.1% | +23% | 79.3 |
| 139 |  $LUV | SOUTHWEST AIRLINES CO | $110,810 | 0.1% | +23% | 55.9 |
| 140 | — | ISHARES TR - SELECT DIVID ETF | $105,815 | 0.1% | +0% | — |
| 141 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $105,807 | 0.1% | +0% | — |
| 142 |  $DHR | DANAHER CORP /DE/ | $103,621 | 0.1% | -4% | 64.8 |
| 143 |  $ADI | ANALOG DEVICES INC | $102,073 | 0.1% | +7% | 79.2 |
| 144 |  $NZF | Nuveen Municipal Credit Income Fund | $101,440 | 0.1% | +300% | — |
| 145 |  $DELL | Dell Technologies Inc. | $100,530 | 0.1% | -18% | 71.2 |
| 146 |  $AMT | AMERICAN TOWER CORP /MA/ | $96,833 | 0.1% | -4% | 66.3 |
| 147 |  $PFE | PFIZER INC | $95,670 | 0.1% | +3% | 62 |
| 148 |  $GD | GENERAL DYNAMICS CORP | $95,291 | 0.1% | -5% | 68.7 |
| 149 |  $CRM | Salesforce, Inc. | $90,863 | 0.1% | -41% | 77 |
| 150 |  $GEV | GE Vernova Inc. | $90,464 | 0.1% | +28% | 81.1 |
New Positions (54)
$OMC OMNICOM GROUP INC.$90,382
$EXPE Expedia Group, Inc.$86,487
$DOC HEALTHPEAK PROPERTIES, INC.$37,471
$EGP EASTGROUP PROPERTIES INC$35,848
$FRT FEDERAL REALTY INVESTMENT TRUST$34,069
$GTY GETTY REALTY CORP /MD/$33,093
$CUZ COUSINS PROPERTIES INC$32,468
$FVR FrontView REIT, Inc.$31,680
$SPG SIMON PROPERTY GROUP INC.$24,825
$SBRA Sabra Health Care REIT, Inc.$24,017
$BXDC Blackstone Digital Infrastructure Trust Inc.$22,733
$DVN DEVON ENERGY CORP/DE$18,759
$DOV DOVER Corp$17,045Exited Positions (18)
$REXR Rexford Industrial Realty, Inc.
$INVH Invitation Homes Inc.
$CLX CLOROX CO /DE/
$SILA Sila Realty Trust, Inc.
$VICI VICI PROPERTIES INC.
$WTRG Essential Utilities, Inc.
$ARE ALEXANDRIA REAL ESTATE EQUITIES, INC.
$EXR Extra Space Storage Inc.
$UMH UMH PROPERTIES, INC.
$CTRA Coterra Energy Inc.
$OHI OMEGA HEALTHCARE INVESTORS INC
$DBC Invesco DB Commodity Index Tracking Fund
$WDAY Workday, Inc.
$MDB MongoDB, Inc.
$PODD INSULET CORPBrowse Top Institutional Investors
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