PROSPERITY BANCSHARES INC
CIK 0001068851 · HOUSTON, TX · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$153.1M
2026 Q2
Positions
450
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
40.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
DFAX
DIMENSIONAL ETF TRUST
8.7%
IDEQ
LAZARD ACTIVE ETF TR
7.1%
JCPB
J P MORGAN EXCHANGE TRADED F
3.7%
VGLT
VANGUARD SCOTTSDALE FDS
3.6%
AAPL
APPLE INC
3.6%
NVDA
NVIDIA CORPORATION
3.4%
BRK-A
BERKSHIRE HATHAWAY INC DEL
2.9%
VXUS
VANGUARD STAR FDS
2.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.