PROSPERITY BANCSHARES INC

FundStock

CIK 0001068851 · Q2 2026

13F Equity AUM

$153.1M

+22.7% QoQ

Positions

449

+35 QoQ

AUM Rank

#7,078

Top 81%

Skill Alpha (FF)

—

Building track record (2q)

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 26.7%Top 10: 40.7%Top 20: 57.5%

DFAX8.7%

IDEQ7.1%

JCPB3.7%

VGLT3.6%

AAPL3.6%

NVDA3.4%

BRK/A2.9%

VXUS2.8%

VCRB2.7%

VNQ2.1%

Others (439)59.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services56.5%

Technology15.5%

Communication Services4.5%

Industrials4.2%

Consumer Cyclical3.8%

Healthcare3.3%

Consumer Defensive3.1%

Energy3.1%

Other6.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 449Median: 0.02%Avg: 0.22%

0–0.5%

403(21.7%)

0.5–1%

19(12.1%)

1–3%

21(36.0%)

3–5%

4(14.3%)

5%+

2(15.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 449vs 20 funds

0%Low

449

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New55Increased169Decreased96Exited19

New Positions

DFCF0.1%

+5K

OMC0.1%

+1K

EXPE0.1%

+338

CUZ0.0%

+1K

DOC0.0%

+2K

GTY0.0%

+992

FRT0.0%

+276

EGP0.0%

+177

SPG0.0%

+111

SBC0.0%

+1K

Increased

IDEQ7.1%

+71K(+30%)

DFAX8.7%

+62K(+20%)

JCPB3.7%

+31K(+35%)

VO1.1%

+17K(+422%)

VUG0.7%

+10K(+651%)

VGLT3.6%

+10K(+11%)

WINN1.2%

+10K(+21%)

USRT1.8%

+8K(+26%)

VCRB2.7%

+7K(+14%)

VCSH1.4%

+6K(+30%)

Decreased

RVT0.0%

-3,816(-74%)

SCHF0.5%

-2,194(-7%)

MDT0.0%

-1,986(-87%)

WFC0.1%

-1,627(-48%)

COLDEUR0.0%

-1,460(-81%)

WSR0.0%

-1,268(-77%)

IJR0.8%

-1,251(-14%)

EVTR0.3%

-1,182(-12%)

T0.1%

-1,165(-14%)

AMH0.0%

-858(-79%)

Exited

-1,506

-1,224

-960

-501

-752

-240

-284

-114

-885

-375

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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