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Cullen/frost Bankers, Inc.

CIK:0000039263
Bank
$51B AUM
1,293 holdings
San Antonio, TX, United States
Founded:1868
5,854 employees
Latest filing:Jun 30, 2025

Cullen/Frost Bankers, Inc. is a financial holding company and bank holding company headquartered in San Antonio, Texas. The company delivers a comprehensive suite of banking, investment, and insurance products and services predominantly throughout Texas, supporting both individual and business clients. With a heritage dating back to 1868 and resilience through several financial crises, the firm employs approximately 5,854 people. Cullen/Frost Bankers, Inc. is publicly listed on the NYSE under the ticker CFR and is recognized for its long-term relationships and technology-forward approach to banking.

Investment Strategy

Cullen/Frost Bankers, Inc., through Frost Bank and its subsidiaries such as Frost Investment Advisors, focuses on providing banking, investment, and insurance services, emphasizing disciplined relationship management, safety of assets, and long-term value creation. The firm’s strategy combines conservative financial management with innovative banking products, supporting their clients’ wealth growth and asset protection. Investment advisory services offered through Frost Investment Advisors include a range of actively managed mutual funds and tailored portfolio management for corporations, foundations, and individual investors, with an emphasis on consistent risk-adjusted returns and fundamental research.

Top Buys
M
MSFTMICROSOFT CORP COM
+$112.3M
P
PVALPUTNAM ETF TRUST FOCUSED LAR CAP
+$99.9M
N
NVDANVIDIA CORPORATION COM
+$78.4M
A
AVGOBROADCOM INC COM
+$56.2M
I
IWPISHARES TR RUS MD CP GR ETF
+$35.6M
Top Sells
A
AAPLAPPLE INC COM
-$30.1M
U
UNHUNITEDHEALTH GROUP INC COM
-$20.5M
T
TLTISHARES TR 20 YR TR BD ETF
-$15.6M
O
OTISOTIS WORLDWIDE CORP COM
-$10.7M
D
DHID R HORTON INC COM
-$8.8M

Top Holdings

M
MSFTMICROSOFT CORP COM
+5.9%$470.9M
A
AAPLAPPLE INC COM
+4.9%$391.9M
V
VUGVANGUARD INDEX FDS GROWTH ETF
+3.2%$252.5M
N
NVDANVIDIA CORPORATION COM
+3.1%$246.3M
A
AMZNAMAZON COM INC COM
+2.7%$216.2M

Equity Positions (1,288)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MSFT
MICROSOFT CORP COM5.90%$470.9M946,747$97.58$497.41+$112.3M
A
AAPL
APPLE INC COM4.91%$391.9M1,910,139$44.91$205.17-$30.1M
V
VUG
VANGUARD INDEX FDS GROWTH ETF3.17%$252.5M576,028$245.17$438.40+$35.2M
N
NVDA
NVIDIA CORPORATION COM3.09%$246.3M1,558,710$16.22$157.99+$78.4M
A
AMZN
AMAZON COM INC COM2.71%$216.2M985,594$46.62$219.39+$29.0M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+9.0%
SEMICONDUCTORS & RELATED DEVICES
+6.0%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+5.7%
ELECTRONIC COMPUTERS
+4.9%
PHARMACEUTICAL PREPARATIONS
+4.0%