Texas Bank & Trust Co.
Texas Bank and Trust Company is a privately held bank founded in 1958 and headquartered in Longview, Texas. The bank serves individuals and businesses primarily in Texas, providing a full suite of financial services including personal and business banking, trust and investment management, asset management, and wealth management. TBT has approximately 546 employees and is noted for personal, responsive service and building client relationships. It is FDIC-insured and maintains a strong financial standing.
Investment Strategy
Texas Bank & Trust provides tailored investment management through its Wealth Management division, offering services such as individual stock research, asset allocation modeling, mutual fund analysis, S&P sector analysis, and economic forecasting. The firm emphasizes a relationship-based, client-centric approach, focusing on asset preservation and growth, with solutions for trust and estate management, retirement planning, and individual goal achievement. Their investment philosophy combines global research with local expertise, balancing risk and return based on each client’s unique needs.
Latest 13F Filing Activity
Texas Bank & Trust Co. filed their most recent 13F report on Sep 30, 2025 disclosing 174 equity positions with a total 13F market value of $264M. The fund increased holdings in Apple Inc., Alphabet Inc. CL A, Alphabet Inc. CL C among other positions. Texas Bank & Trust Co. reduced exposure to Berkshire Hathaway Inc., Accenture PLC Class A, International Business among others.
Top Holdings
Equity Positions (174)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 7.40% | $19.6M | 37,767 | $421.50 | $517.95 | +$708.6K |
A AAPL | APPLE INC | 6.62% | $17.5M | 68,746 | $250.42 | $254.63 | +$2.9M |
J JPM | JP MORGAN CHASE & CO | 3.44% | $9.1M | 28,881 | $239.97 | $315.43 | +$666.3K |
G GOOGL | ALPHABET INC CL A | 3.24% | $8.6M | 35,271 | $188.79 | $243.10 | +$2.4M |
X XOM | EXXON MOBIL CORP | 2.99% | $7.9M | 70,229 | $107.57 | $112.75 | +$222.7K |