Arkolith/Funds/North Dallas Bank & Trust Co

North Dallas Bank & Trust Co

CIK 2035144Bank / broker
Holdings as of Jun 30, 2026·disclosed Jul 13, 2026·~13-day 13F lag·13F-HR
Active Filer

North Dallas Bank & Trust Co holds a diversified book of 113 reported positions worth $168.7M as of Q2 2026 (disclosed Jul 13, 2026, a ~13-day 13F lag). This quarter they opened General Electric and trimmed Apple Inc. Their largest long position is Apple Inc at 5% of the reported non-option book.

North Dallas Bank & Trust Co files as a bank or broker: much of this book is custody and client positions, not a proprietary portfolio.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
22%
Top 10 holdings
36%
Top 20 holdings
52%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

77% mapped to company sectors

Information Technology
29%
ETFs / funds
23%
Financials
13%
Industrials
10%
Consumer Discretionary
9%
Health Care
7%
Utilities
3%
Materials
2%

+4 sectors below the cut, 4% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as North Dallas Bank & Trust Co

Manager / fundShared namesTheir $ in those
Donor Advised Charitable Giving, Inc.9 / 80$4.4B
Prospect Hill Management, LLC9 / 80$236.4M
Draper Asset Management, LLC9 / 80$172.3M
Capital & Planning, LLC24 / 80$165.7M
United American Securities Inc. (d/b/a UAS Asset Management)9 / 80$393.3M
Emerald Advisors, LLC39 / 80$656.3M
Hoey Investments, Inc62 / 80$632.9M
Skandinaviska Enskilda Banken AB (publ)23 / 80$2.2B

Ranked by the share of each fund's own book sitting in the names it shares with North Dallas Bank & Trust Co: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

113 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc Com
Common Stock
$8.5M29.4K
5.0%
−2.7%
Reduced · −803 sh
2Ishares Msci Eafe ETF
International Equity ETF
$8.2M78.7K
4.8%
+4.0%
Added · +3K sh
3Alphabet Inc
Common Stock
$7.8M21.9K
4.6%
−7.3%
Reduced · −2K sh
4Ishares TR National Mun ETF
Exchange Traded Fund
$6.6M61.2K
3.9%
+2.6%
Added · +2K sh
5Microsoft Corp Com
Common Stock
$5.6M15.1K
3.3%
+1.7%
Added · +249 sh
6Amazon Com Inc
Common Stock
$5.6M23.6K
3.3%
−0.2%
Reduced · −52 sh
7Nvidia Corp
Common Stock
$5.4M26.8K
3.2%
−0.1%
Reduced · −17 sh
8Ishares TR Core S&P MCP ETF
Exchange Traded Fund
$5.1M66.7K
3.1%
+12%
Added · +7K sh
9JPMorgan Chase & Co Com
Common Stock
$3.9M11.9K
2.3%
+3.0%
Added · +346 sh
10Ishares TR SHRT Nat Mun ETF
Exchange Traded Fund
$3.9M36.2K
2.3%
+7.7%
Added · +3K sh
11Johnson & Johnson Com
Common Stock
$3.7M14.7K
2.2%
+1.4%
Added · +203 sh
12Broadcom Inc
Common Stock
$3.3M8.6K
1.9%
−0.5%
Reduced · −40 sh
13Ishares Gold Trust
Exchange Traded Fund
$3.0M40.2K
1.8%
+1.9%
Added · +770 sh
14Visa Inc Com CL A
Common Stock
$2.6M7.6K
1.5%
+2.0%
Added · +149 sh
15Meta Platforms Inc
Common Stock
$2.5M4.5K
1.5%
+3.5%
Added · +153 sh
16BlackRock Inc
Common Stock
$2.4M2.5K
1.4%
−0.4%
Reduced · −11 sh
17Palo Alto Networks Inc
Common Stock
$2.4M7.0K
1.4%
+0.2%
Added · +15 sh
18Cummins Inc
Common Stock
$2.4M3.3K
1.4%
+1.2%
Added · +40 sh
19Morgan Stanley Com New
Common Stock
$2.3M11.2K
1.4%
−1.5%
Reduced · −173 sh
20Abbvie Inc Com
Common Stock
$2.3M9.2K
1.4%
−0.1%
Reduced · −10 sh
21Bank Of America Corporation Com
Common Stock
$2.2M39.2K
1.3%
+0.5%
Added · +196 sh
22Lilly Eli & Co
Common Stock
$2.2M1.8K
1.3%
+11%
Added · +186 sh
23Procter & Gamble Co Com
Common Stock
$2.2M15.1K
1.3%
+2.4%
Added · +347 sh
24Chevron Corp New Com
Common Stock
$2.2M13.1K
1.3%
+1.1%
Added · +140 sh
25Ishares TR S&P Smlcap 600 ETF
Exchange Traded Fund
$2.2M14.5K
1.3%
+21%
Added · +2K sh
26Marriott Intl Inc New CL A
Common Stock
$2.1M5.8K
1.3%
+0.1%
Added · +5 sh
27Walmart Inc
Common Stock
$2.1M18.3K
1.2%
+2.0%
Added · +367 sh
28Cadence Design Systems Inc
Common Stock
$2.1M5.5K
1.2%
−2.2%
Reduced · −125 sh
29Marvell Technology Inc
Common Stock
$2.0M6.8K
1.2%
+3.0%
Added · +201 sh
30Advanced Micro Devices Inc
Common Stock
$2.0M3.4K
1.2%
+51%
Added · +1K sh
31Pepsico Inc Com
Common Stock
$1.8M13.2K
1.1%
−1.4%
Reduced · −193 sh
32Tesla Inc
Common Stock
$1.7M4.1K
1.0%
+3.1%
Added · +125 sh
33Eaton Corp PLC SHS
Int'l Common Stock
$1.7M3.9K
1.0%
+32%
Added · +957 sh
34Merck & Co Inc New Com
Common Stock
$1.7M12.9K
1.0%
+7.5%
Added · +900 sh
35NextEra Energy Inc Com
Common Stock
$1.5M17.3K
0.9%
+3.6%
Added · +600 sh
36SPDR S&P 500 ETF
Exchange Traded Fund
$1.5M2.0K
0.9%
−9.8%
Reduced · −215 sh
37International Business Machscom
Common Stock
$1.5M5.2K
0.9%
+1.6%
Added · +80 sh
38Van Intl Equity Index Fftse Emr MKT ETF
International Equity ETF
$1.4M23.3K
0.8%
+0.3%
Added · +75 sh
39General Dynamics Corp Com
Common Stock
$1.4M3.9K
0.8%
+1.2%
Added · +45 sh
40Deere & Co
Common Stock
$1.4M2.2K
0.8%
+2.6%
Added · +54 sh
41Lam Research Corp
Common Stock
$1.4M3.1K
0.8%
+162%
Added · +2K sh
42Vanguard Real Estate ETF
Exchange Traded Fund
$1.4M14.0K
0.8%
+1.4%
Added · +200 sh
43Berkshire Hathaway Inc Del CL B New
Common Stock
$1.3M2.7K
0.8%
+4.3%
Added · +110 sh
44RTX Corp
Common Stock
$1.3M6.8K
0.8%
+4.3%
Added · +280 sh
45Oracle Corp Com
Common Stock
$1.3M8.6K
0.7%
+1.6%
Added · +140 sh
46Vanguard Scottsdale FDS
Fixed Income ETF
$1.2M21.2K
0.7%
+12%
Added · +2K sh
47Home Depot Inc Com
Common Stock
$1.2M3.4K
0.7%
+0.8%
Added · +26 sh
48United Rentals Inc
Common Stock
$1.2M1.0K
0.7%
+15%
Added · +135 sh
49Southern Co Com
Common Stock
$1.2M12.2K
0.7%
Held
50Honeywell Intl Inc Com
Common Stock
$1.2M5.2K
0.7%
−0.2%
Reduced · −10 sh
Showing 50 of 113 positions
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Filing history

As-of date vs the date the SEC received each filing

$168.7M · Q2 2026Q2 2025 · $131.9MQ2 2026 · $168.7M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 13, 202613d202$168.7M13F-HR
Q1 2026Mar 31, 2026May 14, 202644d199$147.8M13F-HR
Q4 2025Dec 31, 2025Feb 11, 202642d198$153.3M13F-HR
Q2 2025Jun 30, 2025Aug 20, 202551d187$131.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.