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AMERICAN NATIONAL BANK

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WICHITA FALLS TX Banks
13F Summary
American National Bank is based out of Wichita Falls. Their last reported 13F filing for Q4 2023 included $636,718,557 in managed 13F securities and a top 10 holdings concentration of 35.58%. American National Bank's largest holding is Microsoft Corp. with shares held of 96,809. Whalewisdom has at least 82 13F filings

2023-12-31

Top Buys (13F)

Name % Change
MSFT Microsoft Corp. 0.55%
AMZN Amazon.com Inc. 0.51%
AVGO Broadcom Ltd. (Avago 0.35%
GSIE Goldman Sachs Active 0.29%
COST Costco Co. 0.28%

2023-12-31

Top Sells (13F)

Name % Change
PFE Pfizer, Inc. 0.86%
MDT Medtronic Plc 0.58%
APD Air Products & Chemi 0.57%
CVX Chevron Corp. (Stand 0.53%
ALB Albemarle Corp. 0.33%

2023-12-31

13F Holdings Summary

Name $ Change
MSFT Microsoft Corp. 5.72%
AAPL Apple Inc 5.09%
GSSC Goldman Sachs Active 4.8%
AMZN Amazon.com Inc. 4.48%
GOOGL Alphabet Inc. Class 4.24%

2023-12-31

13F Activity

Market Value $0.64b, Prior: $0.59b
New Purchases 114 stocks
Added To 161 stocks
Sold out of 159 stocks
Reduced holdings in 147 stocks
Top 10 Holdings % 35.58%
Turnover %[1] 49.73%
Turnover Alt %[2] 4.92%
Time Held Top 20 16.95 quarters
Time Held Top 10 12.9 quarters
Time Held All 12.13 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance