PROSPERITY BANCSHARES INC
CIK: 0001068851SEC EDGAR →
Portfolio Value
$110.8M
Holdings
396
As of
Q4 2025
New Positions
396
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 232,878 | $7.6M | 6.88% |
| 2 | BERKSHIRE HATHAWAY INC DEL | 7 | $5.3M | 4.77% |
| 3 | APPLE INC | 16,992 | $4.6M | 4.17% |
| 4 | LAZARD ACTIVE ETF TR | 144,960 | $4.4M | 3.97% |
| 5 | NVIDIA CORPORATION | 21,289 | $4.0M | 3.58% |
| 6 | MICROSOFT CORP | 7,990 | $3.9M | 3.49% |
| 7 | VANGUARD STAR FDS | 46,514 | $3.5M | 3.17% |
| 8 | J P MORGAN EXCHANGE TRADED F | 66,022 | $3.1M | 2.82% |
| 9 | EXXON MOBIL CORP | 19,613 | $2.4M | 2.13% |
| 10 | VANGUARD INDEX FDS | 25,479 | $2.3M | 2.03% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 112 | $53.8M | 48.6% |
| Technology | 57 | $19.2M | 17.4% |
| Unknown | 27 | $8.3M | 7.5% |
| Communication Services | 11 | $5.7M | 5.2% |
| Consumer Cyclical | 23 | $5.1M | 4.6% |
| Healthcare | 38 | $4.5M | 4.1% |
| Industrials | 35 | $4.3M | 3.9% |
| Consumer Defensive | 18 | $4.0M | 3.6% |
| Energy | 20 | $3.4M | 3.1% |
| Real Estate | 31 | $1.3M | 1.2% |
| Utilities | 12 | $648K | 0.6% |
| Basic Materials | 12 | $364K | 0.3% |