Long-term investor
North Dallas Bank & Trust Co. @northdallasbanktrustco
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002035144).
Record
- Tracked since 2025-06-30 (434 days), 69 trades recorded
- Returns: week n/a · month n/a · 90 days +7.7% · 6 months +12.1% · 1 year +12.1% · all +12.1%
- Max drawdown n/a · win rate 6% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 5.0% · long · since 2025-06-30
- EFA · 4.8% · long · since 2025-06-30
- GOOGL · 4.6% · long · since 2025-06-30
- MUB · 3.9% · long · since 2025-06-30
- MSFT · 3.3% · long · since 2025-06-30
- AMZN · 3.3% · long · since 2025-06-30
- NVDA · 3.2% · long · since 2025-06-30
- IJH · 3.1% · long · since 2025-06-30
- JPM · 2.3% · long · since 2025-06-30
- SUB · 2.3% · long · since 2025-06-30
- JNJ · 2.2% · long · since 2025-06-30
- AVGO · 1.9% · long · since 2025-06-30