Institutional investor · Portfolio as of Q3 2023
Quarterly Portfolio Change
CULLEN/FROST BANKERS, INC. manages $5.7B across 1151 positions as of Q3 2023. Top holdings: AAPL (6.4%), MSFT (5.7%), AMZN (2.5%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 100 new positions, 72 exits, 228 increased. Top move: MSFT (INCREASED, conviction 60). Portfolio: $5.7B across 1151 positions.
Top holdings by portfolio weight
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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