Institutional investor · Portfolio as of Q3 2021
Quarterly Portfolio Change
CULLEN/FROST BANKERS, INC. manages $5B across 1220 positions as of Q3 2021. Top holdings: MSFT (5.7%), AAPL (5.4%), AMZN (3.4%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 52 new positions, 45 exits, 188 increased. Top move: CVX (INCREASED, conviction 58). Portfolio: $5.0B across 1220 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile