NORTH DALLAS BANK & TRUST CO
Sector Allocation
- Technology30.7%$51.8M
- Other22.6%$38.1M
- Financials13.8%$23.2M
- Industrials7.5%$12.7M
- Healthcare7.3%$12.3M
- Consumer Discretionary7.1%$12.0M
- Consumer Staples4.3%$7.2M
- Utilities2.7%$4.6M
- Energy2.0%$3.3M
- Communication Services0.8%$1.4M
AUM History
13fpro.ai/research/fund/north-dallas-bank-and-trust-co-2035144
Conviction and streaks
Stable · top 10 = 35.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$8.5M- ISHARES$8.2M
GOOGL
$7.8M- ISHARES$6.6M
MSFT
$5.6MAMZN
$5.6MNVDA
$5.4M- ISHARES$5.1M
JPM
$3.9M- ISHARES$3.9M
JNJ
$3.7MAVGO
$3.3MIAU
$3.0MV
$2.6MMETA
$2.5MBLK
$2.4MPANW
$2.4MCMI
$2.4MMS
$2.3MABBV
$2.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/north-dallas-bank-and-trust-co-2035144
NORTH DALLAS BANK & TRUST CO 13F holdings — Q2 2026
$168.7M portfolio (+14.2% QoQ) · 113 holdings · Q2 2026 13F · top 10 are 36% of the stock portfolio
$8.5M
5.0% of stocks
-3%This quarter+8.4%Since filed4+ qtrsHeld- 2
ISHARES MSCI EAFE ETF - International Equity ETF
$8.2M
4.8% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— $7.8M
4.7% of stocks
-7%This quarter-10.4%Since filed4+ qtrsHeld- 4
ISHARES TR NATIONAL MUN ETF - Exchange Traded Fund
$6.6M
3.9% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— $5.6M
3.4% of stocks
+2%This quarter+36.2%Since filed4+ qtrsHeld$5.6M
3.3% of stocks
-0.2%This quarter+0.7%Since filed4+ qtrsHeld$5.4M
3.2% of stocks
-0.1%This quarter+6.1%Since filed4+ qtrsHeld- 8
ISHARES TR CORE S&P MCP ETF - Exchange Traded Fund
$5.1M
3.0% of stocks
+12%This quarter—Since filed—HeldAIQuality—Est. buy— $3.9M
2.3% of stocks
+3%This quarter-0.1%Since filed4+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row- 10
ISHARES TR SHRT NAT MUN ETF - Exchange Traded Fund
$3.9M
2.3% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $8.5M | 5.0% | -3% | +8.4% | 4+ qtrsTrimmed 2 qtrs in a row | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | ISHARES MSCI EAFE ETF - International Equity ETF | $8.2M | 4.8% | +4% | — | — | — | — | |
| 3 | $7.8M | 4.7% | -7% | -10.4% | 4+ qtrsTrimmed 3 qtrs in a row | 77.7#61 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | ISHARES TR NATIONAL MUN ETF - Exchange Traded Fund | $6.6M | 3.9% | +3% | — | — | — | — | |
| 5 | $5.6M | 3.4% | +2% | +36.2% | 4+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | $5.6M | 3.3% | -0.2% | +0.7% | 4+ qtrs | 67.5#363 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | $5.4M | 3.2% | -0.1% | +6.1% | 4+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | ISHARES TR CORE S&P MCP ETF - Exchange Traded Fund | $5.1M | 3.0% | +12% | — | — | — | — | |
| 9 | $3.9M | 2.3% | +3% | -0.1% | 4+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | ISHARES TR SHRT NAT MUN ETF - Exchange Traded Fund | $3.9M | 2.3% | +8% | — | — | — | — |
All holdings — NORTH DALLAS BANK & TRUST CO (Q2 2026)
113 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | JOHNSON & JOHNSON | Healthcare | $3.7M | 2.2% | 15K | +1% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Broadcom Inc. | Technology | $3.3M | 1.9% | 8,642 | -0.5% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | ISHARES GOLD TRUSTetf/fund | Financials | $3.0M | 1.8% | 40K | +2% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | VISA INC. | Financials | $2.6M | 1.6% | 7,607 | +2% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Meta Platforms, Inc. | Technology | $2.5M | 1.5% | 4,470 | +4% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | BlackRock, Inc. | Financials | $2.4M | 1.4% | 2,498 | -0.4% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Palo Alto Networks Inc | Technology | $2.4M | 1.4% | 7,038 | +0.2% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | CUMMINS INC | Industrials | $2.4M | 1.4% | 3,298 | +1% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | MORGAN STANLEY | Financials | $2.3M | 1.4% | 11K | -2% | 4+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | AbbVie Inc. | Healthcare | $2.3M | 1.4% | 9,159 | -0.1% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | BANK OF AMERICA CORP /DE/ | Financials | $2.2M | 1.3% | 39K | +0.5% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | ELI LILLY & Co | Healthcare | $2.2M | 1.3% | 1,844 | +11% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | PROCTER & GAMBLE Co | Consumer Staples | $2.2M | 1.3% | 15K | +2% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | CHEVRON CORP | Energy | $2.2M | 1.3% | 13K | +1% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | ISHARES TR S&P SMLCAP 600 ETF - Exchange Traded Fundetf/fund | — | $2.2M | 1.3% | 15K | +21% | — | — | 13F |
| 26 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $2.1M | 1.3% | 5,801 | +0.1% | |||
| 27 | $WMT | Walmart Inc. | Consumer Staples | $2.1M | 1.2% | 18K | +2% | |||
| 28 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $2.1M | 1.2% | 5,464 | -2% | |||
| 29 | $MRVL | Marvell Technology, Inc. | Technology | $2.0M | 1.2% | 6,808 | +3% | |||
| 30 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $2.0M | 1.2% | 3,412 | +51% | |||
| 31 | $PEP | PEPSICO INC | Consumer Staples | $1.8M | 1.1% | 13K | -1% | |||
| 32 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.7M | 1.0% | 4,139 | +3% | |||
| 33 | $ETN | Eaton Corp plc | Industrials | $1.7M | 1.0% | 3,909 | +32% | |||
| 34 | $MRK | Merck & Co., Inc. | Healthcare | $1.7M | 1.0% | 13K | +7% | |||
| 35 | $NEE | NEXTERA ENERGY INC | Utilities | $1.5M | 0.9% | 17K | +4% | |||
| 36 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.5M | 0.9% | 1,990 | -10% | |||
| 37 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.5M | 0.9% | 5,194 | +2% | |||
| 38 | — | VAN INTL EQUITY INDEX FFTSE EMR MKT ETF - International Equity ETF | — | $1.4M | 0.8% | 23K | +0.3% | |||
| 39 | $GD | GENERAL DYNAMICS CORP | Industrials | $1.4M | 0.8% | 3,874 | +1% | |||
| 40 | $DE | DEERE & CO | Industrials | $1.4M | 0.8% | 2,161 | +3% | |||
| 41 | $LRCX | LAM RESEARCH CORP | Technology | $1.4M | 0.8% | 3,130 | +162% | |||
| 42 | — | VANGUARD REAL ESTATE ETF - Exchange Traded Fund | — | $1.4M | 0.8% | 14K | +1% | |||
| 43 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.3M | 0.8% | 2,686 | +4% | |||
| 44 | $RTX | RTX Corp | Industrials | $1.3M | 0.8% | 6,758 | +4% | |||
| 45 | $ORCL | ORACLE CORP | Technology | $1.3M | 0.8% | 8,584 | +2% | |||
| 46 | — | VANGUARD SCOTTSDALE FDS - Fixed Income ETF | — | $1.2M | 0.7% | 21K | +12% | |||
| 47 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.2M | 0.7% | 3,419 | +0.8% | |||
| 48 | $URI | UNITED RENTALS, INC. | Industrials | $1.2M | 0.7% | 1,038 | +15% | |||
| 49 | $SO | SOUTHERN CO | Utilities | $1.2M | 0.7% | 12K | — | |||
| 50 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $1.2M | 0.7% | 5,199 | -0.2% | |||
| 51 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.2M | 0.7% | 9,857 | -0.8% | |||
| 52 | $DUK | Duke Energy CORP | Utilities | $1.1M | 0.6% | 8,373 | +8% | |||
| 53 | — | ISHARES TR CORE MSCI EAF ETF - International Equity ETF | — | $1.0M | 0.6% | 11K | +139% | |||
| 54 | $MCD | MCDONALDS CORP | Consumer Discretionary | $962K | 0.6% | 3,558 | — | |||
| 55 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $952K | 0.6% | 3,865 | +4% | |||
| 56 | $MCHP | MICROCHIP TECHNOLOGY INC | Technology | $927K | 0.6% | 10K | -4% | |||
| 57 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $921K | 0.6% | 984 | +1% | |||
| 58 | $ENB | ENBRIDGE INC | Energy | $884K | 0.5% | 16K | — | |||
| 59 | — | ISHARES TR INTERM CR BD ETF - Fixed Income ETF | — | $852K | 0.5% | 16K | — | |||
| 60 | — | ISHARES INC CORE MSCI EMKT ETF - International Equity ETF | — | $823K | 0.5% | 9,940 | +108% | |||
| 61 | $USB | US BANCORP \DE\ | Financials | $792K | 0.5% | 13K | -2% | |||
| 62 | $UBER | Uber Technologies, Inc | Technology | $789K | 0.5% | 11K | -12% | |||
| 63 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $783K | 0.5% | 1,562 | +11% | |||
| 64 | $SYK | STRYKER CORP | Healthcare | $781K | 0.5% | 2,480 | -4% | |||
| 65 | $NFLX | NETFLIX INC | Communication Services | $725K | 0.4% | 10K | +67% | |||
| 66 | $ICE | Intercontinental Exchange, Inc. | Financials | $716K | 0.4% | 5,817 | -0.1% | |||
| 67 | — | VANGUARD BOND INDEX ETF - Fixed Income ETF | — | $598K | 0.3% | 8,150 | +7% | |||
| 68 | $IVZ | Invesco Ltd. | Financials | $597K | 0.3% | 2,804 | — | |||
| 69 | $GE | GENERAL ELECTRIC CO | Industrials | $576K | 0.3% | 1,542 | New | |||
| 70 | $CAT | CATERPILLAR INC | Industrials | $575K | 0.3% | 540 | -7% | |||
| 71 | — | PIMCO 0-5 YR HIGH YLD BOND ETF - Fixed Income ETF | — | $572K | 0.3% | 6,119 | -13% | |||
| 72 | $ANET | Arista Networks, Inc. | Technology | $562K | 0.3% | 3,310 | New | |||
| 73 | $EMR | EMERSON ELECTRIC CO | Industrials | $523K | 0.3% | 3,652 | +4% | |||
| 74 | $WM | WASTE MANAGEMENT INC | Utilities | $507K | 0.3% | 2,276 | -0.9% | |||
| 75 | $LIN | LINDE PLC | Materials | $503K | 0.3% | 970 | New | |||
| 76 | $PSA | Public Storage | Real Estate | $497K | 0.3% | 1,562 | -51% | |||
| 77 | $PAYX | PAYCHEX INC | Technology | $492K | 0.3% | 5,008 | -3% | |||
| 78 | $MDT | Medtronic plc | Healthcare | $485K | 0.3% | 6,199 | -1% | |||
| 79 | $STX | Seagate Technology Holdings plc | Technology | $483K | 0.3% | 500 | -19% | |||
| 80 | — | ISHARES TR - Exchange Traded Fund | — | $467K | 0.3% | 1,927 | — | |||
| 81 | $TMUS | T-Mobile US, Inc. | Communication Services | $461K | 0.3% | 2,748 | -5% | |||
| 82 | — | ISHARES TR - Exchange Traded Fund | — | $434K | 0.3% | 4,944 | — | |||
| 83 | $MA | Mastercard Inc | Financials | $431K | 0.3% | 839 | -0.5% | |||
| 84 | — | ISHARES TR 1-3 YR TR BD ETF - Fixed Income ETF | — | $411K | 0.2% | 5,000 | +67% | |||
| 85 | $GLW | CORNING INC /NY | Materials | $409K | 0.2% | 1,601 | — | |||
| 86 | $GS | GOLDMAN SACHS GROUP INC | Financials | $409K | 0.2% | 404 | +8% | |||
| 87 | $AXP | AMERICAN EXPRESS CO | Financials | $408K | 0.2% | 1,207 | +3% | |||
| 88 | — | ISHARES TR CORE US AGGBD ETF - Fixed Income ETF | — | $390K | 0.2% | 3,940 | -1% | |||
| 89 | $LMT | LOCKHEED MARTIN CORP | Industrials | $380K | 0.2% | 745 | — | |||
| 90 | $GOOG | Alphabet Inc. | Technology | $374K | 0.2% | 1,058 | -21% | |||
| 91 | $CME | CME GROUP INC. | Financials | $368K | 0.2% | 1,667 | +2% | |||
| 92 | $QCOM | QUALCOMM INC/DE | Technology | $356K | 0.2% | 1,929 | — | |||
| 93 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $354K | 0.2% | 2,586 | +1% | |||
| 94 | $PFE | PFIZER INC | Healthcare | $353K | 0.2% | 15K | -4% | |||
| 95 | $PLD | Prologis, Inc. | Real Estate | $347K | 0.2% | 2,558 | +9% | |||
| 96 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $300K | 0.2% | 1,108 | -26% | |||
| 97 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $283K | 0.2% | 1,283 | -3% | |||
| 98 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $281K | 0.2% | 588 | New | |||
| 99 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $275K | 0.2% | 2,552 | — | |||
| 100 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $274K | 0.2% | 379 | New | |||
| 101 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $258K | 0.1% | 3,586 | -4% | |||
| 102 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $253K | 0.1% | 1,847 | +2% | |||
| 103 | — | Vanguard Intermediate Term Treasury ETF - Fixed Income ETF | — | $245K | 0.1% | 4,149 | +11% | |||
| 104 | — | SELECT SECTOR SPDR TR - Exchange Traded Fund | — | $243K | 0.1% | 4,528 | — | |||
| 105 | — | iShares Barclays 7-10 Year Treasury Bond Fund - Fixed Income ETF | — | $238K | 0.1% | 2,520 | New | |||
| 106 | $BNY | Bank of New York Mellon Corp | Financials | $231K | 0.1% | 1,595 | New | |||
| 107 | $APD | Air Products & Chemicals, Inc. | Materials | $224K | 0.1% | 764 | -10% | |||
| 108 | — | ISHARES TR RUS MID CAP ETF - Exchange Traded Fund | — | $223K | 0.1% | 2,020 | New | |||
| 109 | — | SPDR SERIES TRUST - Exchange Traded Fund | — | $219K | 0.1% | 8,600 | — | |||
| 110 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $219K | 0.1% | 5,166 | -5% | |||
| 111 | $TXN | TEXAS INSTRUMENTS INC | Technology | $213K | 0.1% | 713 | New | |||
| 112 | $IVZ | Invesco Ltd. | Financials | $209K | 0.1% | 19K | — | |||
| 113 | $MU | MICRON TECHNOLOGY INC | Technology | $203K | 0.1% | 176 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 10 new, 54 added to, 35 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.
New positions (10)
$GEGENERAL ELECTRIC CO$576K
first bought this quarter
$ANETArista Networks, Inc.$562K
first bought this quarter
$LINLINDE PLC$503K
first bought this quarter
$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$281K
first bought this quarter
$AMATAPPLIED MATERIALS INC /DE$274K
first bought this quarter
- iShares Barclays 7-10 Year Treasury Bond Fund - Fixed Income ETF$238K
first bought this quarter
+4 more in the Excel export
Added to (54)
$LRCXLAM RESEARCH CORP+162%
now $1.4M · held 2 qtrs, 2 adds in a row
$AMDADVANCED MICRO DEVICES INC+51%
now $2.0M · held 2 qtrs, 2 adds in a row
- ISHARES TR CORE MSCI EAF ETF - International Equity ETF+139%
now $1.0M
- ISHARES TR CORE S&P MCP ETF - Exchange Traded Fund+12%
now $5.1M
- ISHARES INC CORE MSCI EMKT ETF - International Equity ETF+108%
now $823K
$ETNEaton Corp plc+32%
now $1.7M · held 4+ qtrs, 3 adds in a row
+48 more in the Excel export
Trimmed (35)
now $7.8M · held 4+ qtrs, 3 trims in a row
$PSAPublic Storage-51%
now $497K · held 4+ qtrs, 2 trims in a row
now $8.5M · held 4+ qtrs, 2 trims in a row
$SPYSPDR S&P 500 ETF TRUST-10%
now $1.5M · held 4+ qtrs, 2 trims in a row
$STXSeagate Technology Holdings plc-19%
now $483K · held 3 qtrs, 2 trims in a row
$UBERUber Technologies, Inc-12%
now $789K · held 4+ qtrs, 2 trims in a row
+29 more in the Excel export
Holdings by quarter
Every 13F NORTH DALLAS BANK & TRUST CO has filed, 3 earlier quarters. Pick one to see what it held then.
Is it too late to follow NORTH DALLAS BANK?
Q2 2026 13F filed with the SEC on Jul 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of NORTH DALLAS BANK's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
+4.7%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter
Top 10 weight
36%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
90%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
NORTH DALLAS BANK & TRUST CO disclosed 113 positions worth $168.7M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 5.0% of the equity portfolio. During the quarter the fund opened 10 new positions and exited 6 — including a new stake in $GE and a full exit from $CRM. The portfolio is most concentrated in Technology (30.7% of disclosed assets). All figures are sourced directly from NORTH DALLAS BANK & TRUST CO’s Form 13F-HR filing with the SEC under CIK 2035144.
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AI-Powered Hedge Fund Analysis: NORTH DALLAS BANK & TRUST CO
13F Pro is an AI hedge fund tracker and stock research platform. For NORTH DALLAS BANK & TRUST CO (SEC CIK: 2035144), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in NORTH DALLAS BANK & TRUST CO's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.