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Home > Institutional Investor > Texas Capital Bank Wealth Management Services Inc > Profile

Instuitional Investor - Texas Capital Bank Wealth Management Services Inc

Fund Profile
Filing Period:
Fund Name: Texas Capital Bank Wealth Management Services Inc
Portfolio Value $977,870,801
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 638,732 $344,155,227 35.19%
2.
Nvidia Corp
 NVDA 526,203 $70,663,819 7.22%
3.
Ishares Tr - CORE MSCI EAFE
 749,709 $52,689,565 5.38%
4.
Ishares Trust
 IEF 354,809 $31,365,126 3.2%
5.
Apple Inc.
 AAPL 119,531 $29,932,874 3.06%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)