Institutional investor · Portfolio as of Q4 2023
Quarterly Portfolio Change
CULLEN/FROST BANKERS, INC. manages $6.4B across 1011 positions as of Q4 2023. Top holdings: AAPL (6.3%), MSFT (5.9%), VUG (2.7%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 69 new positions, 209 exits, 196 increased. Top move: VUG (INCREASED, conviction 57). Portfolio: $6.4B across 1011 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
Upgrade to Pro to see the worst-performing positions.
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