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Who owns TCBIWhat TCBI owns

What Texas Capital Bancshares, Inc. owns

The company's own 13F portfolio · as of 2025-09-30 · long US-listed stakes only — private holdings, bonds and cash are not disclosable on a 13F

$254.1M

disclosed stock portfolio

416

positions

31.7%

in VOO

Positions, as of 2025-09-30

ordered by filed value · % of book = share of the disclosed stock portfolio · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1VOOVANGUARD INDEX FDS131,397$80.5M31.7%
2NVDANVIDIA CORPORATION290,750$54.2M21.4%
3VTEBVANGUARD MUN BD FDS575,019$28.8M11.3%
4IEFAISHARES TR101,970$8.9M3.5%
5AAPLAPPLE INC34,299$8.7M3.4%
6AGGISHARES TR72,692$7.3M2.9%
7IWBISHARES TR14,352$5.2M2.1%
8IWRISHARES TR49,118$4.7M1.9%
9SPYSPDR S&P 500 ETF TR6,684$4.5M1.8%
10VEAVANGUARD TAX-MANAGED FDS69,654$4.2M1.6%
11GELGENESIS ENERGY L P200,000$3.3M1.3%
12DEDEERE & CO5,601$2.6M1%
13IEMGISHARES INC38,222$2.5M1%
14EXMOCEXXON MOBIL CORP20,668$2.3M0.9%
15IVWISHARES TR17,913$2.2M0.9%
16MSFTMICROSOFT CORP3,958$2.1M0.8%
17JPMJPMORGAN CHASE & CO.5,622$1.8M0.7%
18EFAISHARES TR14,441$1.3M0.5%
19IJHISHARES TR18,367$1.2M0.5%
20HDHOME DEPOT INC2,898$1.2M0.5%
21ORCLORACLE CORP3,857$1.1M0.4%
22KLACKLA CORP995$1.1M0.4%
23ARCCARES CAPITAL CORP50,127$1.0M0.4%
24LRCXLAM RESEARCH CORP7,513$1.0M0.4%
25OBDCBLUE OWL CAPITAL CORPORATION75,306$961,6580.4%
26MSMORGAN STANLEY5,832$927,0540.4%
27CATCATERPILLAR INC1,827$871,7520.3%
28COSTCOSTCO WHSL CORP NEW823$761,7930.3%
29METAMETA PLATFORMS INC993$729,2410.3%
30MAMASTERCARD INCORPORATED1,277$726,3700.3%
31GOOGLALPHABET INC2,906$706,4490.3%
32AMZNAMAZON COM INC2,992$656,9530.3%
33JNJJOHNSON & JOHNSON3,505$649,8970.3%
34INTUINTUIT921$628,9590.2%
35IWFISHARES TR1,204$563,9650.2%
36AJGGALLAGHER ARTHUR J & CO1,588$491,8690.2%
37VVISA INC1,187$405,2170.2%
38PGPROCTER AND GAMBLE CO2,604$400,1060.2%
39MCDMCDONALDS CORP1,248$379,2550.1%
40RTXRTX CORPORATION2,189$366,2840.1%
41ABTABBOTT LABS2,724$364,8530.1%
42HONGBPHONEYWELL INTL INC1,686$354,9050.1%
43SPIBSPDR SERIES TRUST10,028$339,8490.1%
44ADIANALOG DEVICES INC1,380$339,0650.1%
45MRKMERCK & CO INC3,897$327,0760.1%
46EATON VANCE TAX-MANAGED BUY-22,777$324,5720.1%
47VIGVANGUARD SPECIALIZED FUNDS1,453$313,5430.1%
48GOOGALPHABET INC1,258$306,3860.1%
49LHXL3HARRIS TECHNOLOGIES INC998$304,7980.1%
50LLYELI LILLY & CO393$299,8590.1%
51APHAMPHENOL CORP NEW2,151$266,1870.1%
52BRK/BBERKSHIRE HATHAWAY INC DEL527$264,9440.1%
53PEPPEPSICO INC1,701$238,8880.1%
54OAKTREE SPECIALTY LENDING CO17,921$233,8690.1%
55STWDSTARWOOD PPTY TR INC12,054$233,4860.1%
56IWDISHARES TR1,144$232,9070.1%
57COPCONOCOPHILLIPS2,294$216,9890.1%
58BNYBANK NEW YORK MELLON CORP1,941$211,4910.1%
59MCHPMICROCHIP TECHNOLOGY INC.3,254$208,9710.1%
60EMREMERSON ELEC CO1,424$186,8000.1%
61TRANE TECHNOLOGIES PLC420$177,2240.1%
62TJXTJX COS INC NEW1,172$169,4000.1%
63WMTWALMART INC1,628$167,7810.1%
64CLCOLGATE PALMOLIVE CO2,098$167,7140.1%
65SYKSTRYKER CORPORATION453$167,4620.1%
66GEGE AEROSPACE528$158,8340.1%
67IJKISHARES TR1,640$157,2600.1%
68NEENEXTERA ENERGY INC2,072$156,4160.1%
69ITAISHARES TR716$149,8300.1%
70WFCWELLS FARGO CO NEW1,733$145,2600.1%
71QQQINVESCO QQQ TR240$144,0890.1%
72LOWLOWES COS INC569$142,9960.1%
73VYMVANGUARD WHITEHALL FDS995$140,2450.1%
74NKENIKE INC1,960$136,6710.1%
75MSCIMSCI INC238$135,0440.1%
76BACBANK AMERICA CORP2,506$129,2850.1%
77AVGOBROADCOM INC389$128,3350.1%
78IWNISHARES TR716$126,5960%
79ZTSZOETIS INC858$125,5430%
80GILDGILEAD SCIENCES INC1,130$125,4300%
81ADPAUTOMATIC DATA PROCESSING IN413$121,2160%
82DHRDANAHER CORPORATION606$120,1450%
83PNCPNC FINL SVCS GROUP INC555$111,5170%
84NUVEEN AMT FREE MUN CR INC F9,036$111,0520%
85IWOISHARES TR314$100,4930%
86AMGNAMGEN INC352$99,3340%
87KOCOCA COLA CO1,488$98,6840%
88UNHUNITEDHEALTH GROUP INC271$93,5770%
89GEVGE VERNOVA INC147$90,3900%
90CVXCHEVRON CORP NEW575$89,2930%
91IAUISHARES GOLD TR1,222$88,9250%
92PAYXPAYCHEX INC675$85,5630%
93AZNNASTRAZENECA PLC1,096$84,0860%
94DLNWISDOMTREE TR955$83,1140%
95BMYBRISTOL-MYERS SQUIBB CO1,838$82,8940%
96CSCOCISCO SYS INC1,201$82,1730%
97NVONOVO-NORDISK A S1,477$81,9590%
98ACCENTURE PLC IRELAND332$81,8710%
99IJRISHARES TR640$76,0510%
100IVVISHARES TR102$68,2690%

Source: SEC Form 13F-HR filed by Texas Capital Bancshares Inc/TX (CIK 1077428), reporting period 2025-09-30. Values are quarter-end filed marks. Research, not investment advice.

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