AI Portfolio Summary
In 2025 Q4, PROSPERITY BANCSHARES INC maintained a portfolio of 396 distinct positions. The most significant new addition to the portfolio was DIMENSIONAL ETF TRUS, which now represents 6.88% of the total fund value.
Total Positions
396
Quarter
2025 Q4
Top Holding
DFAX (6.9%)
Top 10 Concentration
37.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 396
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFAX
DIMENSIONAL ETF...
|
ETF | 6.88% | — |
#1
Prev: #—
|
8.3 | 232,878 | no change |
NEW
|
232,878 | $7,622,097 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/A
BERKSHIRE HATHA...
|
Unknown | 4.77% | — |
#2
Prev: #—
|
6.9 | 7 | no change |
NEW
|
7 | $5,283,600 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Unknown | 4.17% | — |
#3
Prev: #—
|
6.2 | 16,992 | no change |
NEW
|
16,992 | $4,619,445 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IEQ
LAZARD ACTIVE E...
|
Bond/Debt | 3.97% | — |
#4
Prev: #—
|
5.6 | 144,960 | no change |
NEW
|
144,960 | $4,399,536 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Unknown | 3.58% | — |
#5
Prev: #—
|
5.4 | 21,289 | no change |
NEW
|
21,289 | $3,970,399 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Unknown | 3.49% | — |
#6
Prev: #—
|
4.9 | 7,990 | no change |
NEW
|
7,990 | $3,864,124 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 3.17% | — |
#7
Prev: #—
|
4.8 | 46,514 | no change |
NEW
|
46,514 | $3,509,016 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JCPB
J P MORGAN EXCH...
|
ETF | 2.82% | — |
#8
Prev: #—
|
4.6 | 66,022 | no change |
NEW
|
66,022 | $3,126,142 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XOM
EXXON MOBIL COR...
|
Unknown | 2.13% | — |
#9
Prev: #—
|
4.4 | 19,613 | no change |
NEW
|
19,613 | $2,360,228 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 2.03% | — |
#10
Prev: #—
|
4.3 | 25,479 | no change |
NEW
|
25,479 | $2,254,637 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WMT
WALMART INC
|
Unknown | 2.01% | — |
#11
Prev: #—
|
4.3 | 20,008 | no change |
NEW
|
20,008 | $2,229,091 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EFA
ISHARES TR
|
ETF | 2.01% | — |
#12
Prev: #—
|
4.3 | 23,200 | no change |
NEW
|
23,200 | $2,227,896 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 1.99% | — |
#13
Prev: #—
|
4.3 | 27,612 | no change |
NEW
|
27,612 | $2,201,505 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VCRB
VANGUARD MALVER...
|
ETF | 1.94% | — |
#14
Prev: #—
|
4.3 | 27,592 | no change |
NEW
|
27,592 | $2,149,279 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Unknown | 1.86% | — |
#15
Prev: #—
|
4.2 | 8,920 | no change |
NEW
|
8,920 | $2,058,914 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 1.75% | — |
#16
Prev: #—
|
4.2 | 5,782 | no change |
NEW
|
5,782 | $1,938,531 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVGO
BROADCOM INC
|
Unknown | 1.64% | — |
#17
Prev: #—
|
4.2 | 5,240 | no change |
NEW
|
5,240 | $1,813,564 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOG
ALPHABET INC
|
Unknown | 1.60% | — |
#18
Prev: #—
|
4.1 | 5,667 | no change |
NEW
|
5,667 | $1,778,305 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Unknown | 1.54% | — |
#19
Prev: #—
|
4.1 | 5,459 | no change |
NEW
|
5,459 | $1,708,667 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ACIO
ETF SER SOLUTIO...
|
ETF | 1.47% | — |
#20
Prev: #—
|
4.1 | 37,159 | no change |
NEW
|
37,159 | $1,623,848 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
USRT
ISHARES TR
|
ETF | 1.46% | — |
#21
Prev: #—
|
4.1 | 28,484 | no change |
NEW
|
28,484 | $1,622,449 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CAT
CATERPILLAR INC
|
Unknown | 1.40% | — |
#22
Prev: #—
|
4.1 | 2,703 | no change |
NEW
|
2,703 | $1,548,468 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Unknown | 1.36% | — |
#23
Prev: #—
|
4.0 | 4,666 | no change |
NEW
|
4,666 | $1,503,479 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSLA
TESLA INC
|
Unknown | 1.17% | — |
#24
Prev: #—
|
4.0 | 2,895 | no change |
NEW
|
2,895 | $1,301,939 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WINN
HARBOR ETF TRUS...
|
ETF | 1.04% | — |
#25
Prev: #—
|
3.9 | 37,148 | no change |
NEW
|
37,148 | $1,155,466 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 396 holdings