Institutional Fund
Prosperity Bancshares Inc
Houston, TXCIK 10688512 filings on record
Portfolio Value
$124.75M
Q1 2026
Holdings
414
Reported positions
New Buys
33
Opened this quarter
QoQ Change
+12.6%
from $110.83M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust8.2%
- Lazard Active ETF Tr6.0%
- Berkshire Hathaway Inc Del4.0%
- Vanguard Scottsdale Fds4.0%
- Apple Inc3.6%
- J P Morgan Exchange Traded F3.4%
- Other70.7%
Portfolio Holdings
414 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 301.1K | $10.23M | 8.2% | +68.2K | Added |
| 2 | Lazard Active ETF Tr | 237.5K | $7.54M | 6.0% | +92.5K | Added |
| 3 | Berkshire Hathaway Inc Del | 7 | $5.03M | 4.0% | 0 | Held |
| 4 | Vanguard Scottsdale Fds | 90.6K | $5.02M | 4.0% | +75.8K | Added |
| 5 | Apple Inc | 17.6K | $4.46M | 3.6% | +571 | Added |
| 6 | J P Morgan Exchange Traded F | 90.2K | $4.25M | 3.4% | +24.2K | Added |
| 7 | Vanguard Star Fds | 49.4K | $3.81M | 3.1% | +2.9K | Added |
| 8 | Nvidia Corporation | 21.8K | $3.81M | 3.1% | +535 | Added |
| 9 | Exxon Mobil Corp | 22.1K | $3.75M | 3.0% | +2.5K | Added |
| 10 | Vanguard Malvern Fds | 47.1K | $3.64M | 2.9% | +19.5K | Added |
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