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Amarillo National Bank

CIK:0001053013
Bank
$6M AUM
79 holdings
Amarillo, TX, United States
Founded:1892
700 employees
Latest filing:Sep 30, 2025

Amarillo National Bank is a family-owned, independent commercial bank headquartered in Amarillo, Texas, with deep roots serving communities throughout Texas since its founding in 1892. The bank and its holding company, Amarillo National Bancorp, Inc., operate branches in Amarillo, Borger, Lubbock, Ft Worth, Austin, and Bryan/College Station, providing retail and commercial banking services, mortgage lending, investment services, and trust management. As of recent years, it remains locally owned and led by the Ware family, with approximately 700 employees, focused on personal customer service, community involvement, and long-term stability.

Investment Strategy

Amarillo National Bank offers personalized investment management, providing customized portfolios and advice through an open architecture platform and local professionals. Its trust and wealth management services focus on individualized solutions based on the client's financial goals and needs, utilizing a broad suite of products including stocks, bonds, mutual funds, ETFs, annuities, and managed accounts through partnerships such as Raymond James Financial Services. The bank emphasizes long-term relationships, conservative risk management, and tailoring strategies to local clientele, including trust administration, philanthropy management, farm and ranch, and oil & gas property oversight.

Latest 13F Filing Activity

Amarillo National Bank filed their most recent 13F report on Sep 30, 2025 disclosing 79 equity positions with a total 13F market value of $569M. The fund increased holdings in Ishares Core Msci Intl Dev MKTS Etf, Ishares Core Us Aggregate Bond Etf, Ishares S&P 500 Growth Etf among other positions. Amarillo National Bank reduced exposure to Ishares Core S&P 500 Etf, Atmos Energy Corporation, Wells Fargo & Co. New Com STK among others.

Top Buys
I
IDEViShares Core MSCI Intl Dev Mkts ETF
+$3.2M
A
AGGiShares Core US Aggregate Bond ETF
+$3.0M
I
IVWiShares S&P 500 Growth ETF
+$2.9M
I
IVEiShares S&P 500 Value ETF
+$2.4M
I
IAGGiShares Core International Aggt Bd ETF
+$2.4M
Top Sells
I
IVViShares Core S&P 500 ETF
-$1.5M
A
ATOAtmos Energy Corporation
-$356.1K
W
WFCWells Fargo & Co New Com Stk
-$276.4K
P
PBProsperity Bancshares Inc
-$250.0K
I
IWRiShares Russell Mid-Cap ETF
-$230.5K

Top Holdings

I
IVViShares Core S&P 500 ETF
+15.3%$86.9M
I
IVEiShares S&P 500 Value ETF
+9.6%$54.8M
I
IDEViShares Core MSCI Intl Dev Mkts ETF
+8.9%$50.8M
A
AGGiShares Core US Aggregate Bond ETF
+7.7%$43.9M
I
IVWiShares S&P 500 Growth ETF
+6.6%$37.3M

Equity Positions (79)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
iShares Core S&P 500 ETF15.28%$86.9M129,884$409.40$669.30-$1.5M
iShares S&P 500 Value ETF9.64%$54.8M265,568$115.98$206.51+$2.4M
iShares Core MSCI Intl Dev Mkts ETF8.93%$50.8M633,666$63.01$80.17+$3.2M
iShares Core US Aggregate Bond ETF7.72%$43.9M437,996$105.98$100.25+$3.0M
iShares S&P 500 Growth ETF6.56%$37.3M309,320$48.53$120.72+$2.9M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+3.0%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+2.1%
SEMICONDUCTORS & RELATED DEVICES
+2.1%
ELECTRONIC COMPUTERS
+1.9%
NATIONAL COMMERCIAL BANKS
+1.6%