Texas Capital Bank Wealth Management Services Inc quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Texas Capital Bank Wealth Management Services Inc opened 31 positions, added to 97, reduced 99, sold out of 24 and left 26 unchanged. The largest increase in value was FRMI (+$13,334,001); the largest decrease was TCBI (-$6,394,396).
- NVDA: Country of operation United States; Class COM; Shares 2026-03-31 796,604; Shares 2026-06-30 739,865.
- LRCX: Country of operation United States; Class COM NEW; Shares 2026-03-31 62,233; Shares 2026-06-30 51,587.
- TCBI: Country of operation United States; Class COM; Shares 2026-03-31 379,506; Shares 2026-06-30 286,782.
- INTC: Country of operation United States; Class COM; Shares 2026-03-31 67,858; Shares 2026-06-30 57,917.
Two Form 13F-HR filings compared (SEC CIK 1802655): 2026-03-31 (filed 2026-05-11) and 2026-06-30 (filed 2026-08-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
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NVDA
NVIDIA CORPORATION | United States | COM | 796,604 | 739,865 | -56,739 | $138,927,657 | $148,039,656 | +$9,111,999 |
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LRCX
LAM RESEARCH CORP | United States | COM NEW | 62,233 | 51,587 | -10,646 | $13,296,703 | $22,354,195 | +$9,057,492 |
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TCBI
TEXAS CAP BANCSHARES INC | United States | COM | 379,506 | 286,782 | -92,724 | $36,007,529 | $29,613,133 | -$6,394,396 |
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INTC
INTEL CORP | United States | COM | 67,858 | 57,917 | -9,941 | $2,994,573 | $8,086,951 | +$5,092,378 |
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AAPL
APPLE INC | United States | COM | 165,892 | 159,817 | -6,075 | $42,101,836 | $46,244,715 | +$4,142,879 |
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CAT
CATERPILLAR INC | United States | COM | 19,056 | 15,788 | -3,268 | $13,500,414 | $16,812,641 | +$3,312,227 |
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PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 24,090 | 3,357 | -20,733 | $3,523,885 | $391,661 | -$3,132,224 |
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AMZN
AMAZON COM INC | United States | COM | 66,295 | 45,548 | -20,747 | $13,807,259 | $10,855,910 | -$2,951,349 |
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UNH
UNITEDHEALTH GROUP INC | United States | COM | 23,287 | 22,258 | -1,029 | $6,301,147 | $9,251,046 | +$2,949,899 |
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LLY
ELI LILLY & CO | United States | COM | 13,402 | 12,701 | -701 | $12,326,757 | $15,233,960 | +$2,907,203 |
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XOMXXXX
EXXON MOBIL CORP | | COM | 81,077 | 79,774 | -1,303 | $13,755,524 | $10,906,701 | -$2,848,823 |
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META
META PLATFORMS INC | United States | CL A | 25,365 | 22,460 | -2,905 | $14,512,324 | $12,651,494 | -$1,860,830 |
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AMD
ADVANCED MICRO DEVICES INC | United States | COM | 24,726 | 5,556 | -19,170 | $5,030,010 | $3,227,536 | -$1,802,474 |
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MU
MICRON TECHNOLOGY INC | United States | COM | 1,903 | 1,889 | -14 | $642,910 | $2,180,453 | +$1,537,543 |
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MS
MORGAN STANLEY | United States | COM NEW | 70,947 | 62,963 | -7,984 | $11,675,748 | $13,161,785 | +$1,486,037 |
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GOOG
ALPHABET INC | United States | CAP STK CL C | 28,332 | 27,064 | -1,268 | $8,127,435 | $9,562,444 | +$1,435,009 |
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BAC
BANK OF AMER CORP | United States | COM | 81,231 | 45,201 | -36,030 | $3,960,011 | $2,575,553 | -$1,384,458 |
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DGXX
DIGI PWR X INC | | COM SUB VTG | 505,001 | 419,951 | -85,050 | $1,025,152 | $2,288,733 | +$1,263,581 |
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CVX
CHEVRON CORPORATION | United States | COM | 27,109 | 26,539 | -570 | $5,608,853 | $4,399,104 | -$1,209,749 |
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TXN
TEXAS INSTRS INC | United States | COM | 11,595 | 11,519 | -76 | $2,251,053 | $3,433,469 | +$1,182,416 |
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AVGO
BROADCOM INC | United States | COM | 17,531 | 16,905 | -626 | $5,426,020 | $6,385,864 | +$959,844 |
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ABT
ABBOTT LABORATORIES | United States | COM | 13,659 | 10,089 | -3,570 | $1,402,370 | $915,476 | -$486,894 |
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ADBE
ADOBE INC | United States | COM | 11,291 | 11,266 | -25 | $2,744,616 | $2,309,755 | -$434,861 |
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LOW
LOWES COS INC | United States | COM | 3,994 | 2,527 | -1,467 | $943,702 | $557,178 | -$386,524 |
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MCD
MCDONALDS CORP | United States | COM | 5,460 | 4,912 | -548 | $1,696,914 | $1,327,763 | -$369,151 |
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APH
AMPHENOL CORP | United States | CL A | 92,301 | 68,227 | -24,074 | $11,662,231 | $12,029,785 | +$367,554 |
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C
CITIGROUP INC | United States | COM NEW | 21,373 | 19,886 | -1,487 | $2,423,911 | $2,783,245 | +$359,334 |
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ADI
ANALOG DEVICES INC | United States | COM | 4,607 | 4,525 | -82 | $1,465,671 | $1,797,195 | +$331,524 |
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NFLX
NETFLIX INC. | United States | COM | 13,318 | 13,294 | -24 | $1,280,525 | $949,191 | -$331,334 |
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EFX
EQUIFAX INC | United States | COM | 8,809 | 8,267 | -542 | $1,586,237 | $1,312,138 | -$274,099 |
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QCOM
QUALCOMM INC | United States | COM | 4,629 | 4,628 | -1 | $596,123 | $855,208 | +$259,085 |
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KR
KROGER CO | United States | COM | 12,735 | 12,358 | -377 | $921,505 | $686,240 | -$235,265 |
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MRSH
MARSH & MCLENNAN COS INC | United States | COM | 4,671 | 3,589 | -1,082 | $810,185 | $598,179 | -$212,006 |
|---|
ORLY
OREILLY AUTOMOTIVE INC | United States | COM | 6,525 | 4,479 | -2,046 | $602,323 | $412,471 | -$189,852 |
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OCSL
OAKTREE SPECIALTY LENDING | United States | COM | 59,217 | 40,835 | -18,382 | $669,152 | $487,570 | -$181,582 |
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CRM
SALESFORCE INC | United States | COM | 3,584 | 3,189 | -395 | $669,025 | $499,589 | -$169,436 |
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WMB
WILLIAMS COS INC | United States | COM | 9,339 | 6,961 | -2,378 | $679,693 | $517,481 | -$162,212 |
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GILD
GILEAD SCIENCES INC | United States | COM | 8,044 | 7,625 | -419 | $1,121,092 | $963,343 | -$157,749 |
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ECHO
ECHOSTAR CORP | United States | CL A | 8,723 | 8,509 | -214 | $1,021,202 | $863,664 | -$157,538 |
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UBER
UBER TECHNOLOGIES INC | United States | COM | 6,453 | 4,384 | -2,069 | $464,165 | $316,349 | -$147,816 |
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FDX
FEDEX CORP | United States | COM | 1,358 | 1,086 | -272 | $483,692 | $340,059 | -$143,633 |
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LHX
L3HARRIS TECHNOLOGIES INC | United States | COM | 1,820 | 1,669 | -151 | $628,173 | $484,995 | -$143,178 |
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A
AGILENT TECHNOLOGIES INC | United States | COM | 7,927 | 7,868 | -59 | $903,519 | $1,045,106 | +$141,587 |
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AXP
AMERICAN EXPRESS CO | United States | COM | 5,422 | 5,265 | -157 | $1,640,046 | $1,780,886 | +$140,840 |
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V
VISA INC | United States | COM CL A | 12,905 | 11,774 | -1,131 | $3,900,408 | $4,039,542 | +$139,134 |
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OBDC
BLUE OWL CAPITAL CORPORATION | United States | COM | 379,426 | 373,316 | -6,110 | $4,196,452 | $4,057,945 | -$138,507 |
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ICLR
ICON PUB LTD CO | | SHS | 2,850 | 2,588 | -262 | $315,381 | $449,561 | +$134,180 |
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CIFR
CIPHER DIGITAL INC | United States | COM | 28,140 | 20,040 | -8,100 | $362,162 | $490,980 | +$128,818 |
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MLM
MARTIN MARIETTA MATLS INC | United States | COM | 1,405 | 1,222 | -183 | $827,096 | $704,727 | -$122,369 |
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APD
AIR PRODUCTS AND CHEMICALS I | United States | COM | 2,452 | 2,035 | -417 | $712,282 | $596,621 | -$115,661 |
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TEL
TE CONNECTIVITY PLC | | ORD SHS | 3,101 | 2,658 | -443 | $648,171 | $535,880 | -$112,291 |
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PFE
PFIZER INC | United States | COM | 23,846 | 23,162 | -684 | $669,596 | $557,741 | -$111,855 |
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KKR
KKR & CO INC | United States | COM | 3,604 | 2,545 | -1,059 | $333,370 | $233,580 | -$99,790 |
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WM
WASTE MGMT INC DEL | United States | COM | 4,239 | 3,970 | -269 | $974,079 | $884,834 | -$89,245 |
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BLK
BLACKROCK INC | United States | COM | 1,148 | 1,057 | -91 | $1,104,043 | $1,016,369 | -$87,674 |
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GD
GENERAL DYNAMICS CORP | United States | COM | 1,199 | 920 | -279 | $411,521 | $325,901 | -$85,620 |
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ENTG
ENTEGRIS INC | United States | COM | 3,449 | 2,721 | -728 | $404,361 | $489,399 | +$85,038 |
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NSC
NORFOLK SOUTHN CORP | United States | COM | 2,438 | 1,958 | -480 | $699,706 | $615,968 | -$83,738 |
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SBUX
STARBUCKS CORP | United States | COM | 7,957 | 7,772 | -185 | $712,868 | $794,221 | +$81,353 |
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NKE
NIKE INC | United States | CL B | 5,666 | 5,538 | -128 | $299,278 | $227,335 | -$71,943 |
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SCHW
SCHWAB CHARLES CORP | United States | COM | 3,990 | 3,301 | -689 | $374,980 | $304,583 | -$70,397 |
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CDNS
CADENCE DESIGN SYSTEM INC | United States | COM | 1,455 | 1,253 | -202 | $404,301 | $470,276 | +$65,975 |
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PGR
PROGRESSIVE CORP | United States | COM | 3,553 | 2,928 | -625 | $704,347 | $639,622 | -$64,725 |
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CYPH
CYPHERPUNK TECHNOLOGIES INC | United States | COM NEW | 104,200 | 37,600 | -66,600 | $82,797 | $23,022 | -$59,775 |
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XYL
XYLEM INC | United States | COM | 2,222 | 1,755 | -467 | $265,529 | $207,459 | -$58,070 |
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CHD
CHURCH & DWIGHT CO INC | United States | COM | 3,087 | 2,455 | -632 | $288,078 | $237,841 | -$50,237 |
|---|
ITW
ILLINOIS TOOL WKS INC | United States | COM | 1,361 | 1,137 | -224 | $354,255 | $307,524 | -$46,731 |
|---|
ODFL
OLD DOMINION FREIGHT LINE IN | United States | COM | 2,314 | 1,875 | -439 | $452,155 | $406,125 | -$46,030 |
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TFC
TRUIST FINL CORP | United States | COM | 15,572 | 15,284 | -288 | $715,845 | $761,449 | +$45,604 |
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D
DOMINION ENERGY INC | United States | COM | 11,397 | 9,687 | -1,710 | $704,563 | $661,526 | -$43,037 |
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VRT
VERTIV HOLDINGS CO | United States | COM CL A | 3,021 | 2,136 | -885 | $757,019 | $715,203 | -$41,816 |
|---|
RJF
RAYMOND JAMES FINL INC | United States | COM | 2,106 | 1,737 | -369 | $304,928 | $264,076 | -$40,852 |
|---|
HPQ
HP INC | United States | COM | 17,154 | 16,861 | -293 | $329,528 | $369,930 | +$40,402 |
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PLD
PROLOGIS INC. | United States | COM | 2,799 | 2,496 | -303 | $369,972 | $338,133 | -$31,839 |
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SHOP
SHOPIFY INC | | CL A SUB VTG SHS | 6,486 | 6,465 | -21 | $769,369 | $738,174 | -$31,195 |
|---|
PH
PARKER-HANNIFIN CORP | United States | COM | 878 | 835 | -43 | $786,021 | $816,730 | +$30,709 |
|---|
EOG
EOG RES INC | United States | COM | 1,853 | 1,834 | -19 | $267,888 | $237,925 | -$29,963 |
|---|
BMY
BRISTOL-MYERS SQUIBB CO | United States | COM | 4,428 | 4,180 | -248 | $268,559 | $240,852 | -$27,707 |
|---|
USB
US BANCORP | United States | COM NEW | 9,594 | 8,708 | -886 | $498,984 | $525,963 | +$26,979 |
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IREN
IREN LIMITED | | ORDINARY SHARES | 14,312 | 10,175 | -4,137 | $490,615 | $465,303 | -$25,312 |
|---|
KMB
KIMBERLY-CLARK CORP | United States | COM | 3,315 | 3,138 | -177 | $319,798 | $344,458 | +$24,660 |
|---|
TDG
TRANSDIGM GROUP INC | United States | COM | 283 | 228 | -55 | $327,986 | $303,705 | -$24,281 |
|---|
DOV
DOVER CORP | United States | COM | 1,899 | 1,662 | -237 | $395,846 | $372,754 | -$23,092 |
|---|
PHM
PULTE GROUP INC | United States | COM | 2,578 | 2,047 | -531 | $303,199 | $280,869 | -$22,330 |
|---|
RSG
REPUBLIC SVCS INC | United States | COM | 2,975 | 2,969 | -6 | $651,584 | $632,634 | -$18,950 |
|---|
ATO
ATMOS ENERGY CORP | United States | COM | 1,385 | 1,377 | -8 | $255,837 | $237,216 | -$18,621 |
|---|
WSM
WILLIAMS SONOMA INC | United States | COM | 1,353 | 1,137 | -216 | $246,692 | $265,035 | +$18,343 |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 18,251 | 17,633 | -618 | $4,461,275 | $4,478,253 | +$16,978 |
|---|
MO
ALTRIA GROUP INC | United States | COM | 10,469 | 9,831 | -638 | $690,849 | $707,362 | +$16,513 |
|---|
NEU
NEWMARKET CORP | United States | COM | 653 | 509 | -144 | $418,540 | $402,741 | -$15,799 |
|---|
CB
CHUBB LIMITED | | COM | 5,760 | 5,464 | -296 | $1,877,357 | $1,861,803 | -$15,554 |
|---|
ECL
ECOLAB INC | United States | COM | 2,199 | 2,146 | -53 | $584,978 | $597,897 | +$12,919 |
|---|
PG
PROCTER & GAMBLE CO | United States | COM | 14,839 | 14,566 | -273 | $2,143,345 | $2,135,958 | -$7,387 |
|---|
AMP
AMERIPRISE FINL INC | United States | COM | 691 | 685 | -6 | $307,080 | $314,251 | +$7,171 |
|---|
SO
SOUTHERN CO | United States | COM | 4,721 | 4,714 | -7 | $455,671 | $451,177 | -$4,494 |
|---|
AMGN
AMGEN INC | United States | COM | 2,528 | 2,465 | -63 | $889,477 | $892,626 | +$3,149 |
|---|
CL
COLGATE PALMOLIVE CO | United States | COM | 3,712 | 3,485 | -227 | $316,374 | $319,505 | +$3,131 |
|---|
TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 1,691 | 1,656 | -35 | $831,177 | $830,253 | -$924 |
|---|
CFR
CULLEN FROST BANKERS INC | United States | COM | 2,073 | 1,840 | -233 | $284,167 | $284,317 | +$150 |
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