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PB
Prosperity Bancshares Portfolio holdings
AUM
$153M
This Quarter
Est. Return
+3.4%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$111M
AUM Growth
–
Cap. Flow
+$110M
Cap. Flow
% of AUM
98.81%
Top 10 Holdings %
Top 10 Hldgs %
37%
Holding
396
New
396
Increased
–
Reduced
–
Closed
–
Avg Time Held
0
quarters
Top 10 Avg Time Held
0
quarters
Top 20 Avg Time Held
0
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$7.43M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
+$5.22M |
| 3 |
Apple
AAPL
|
+$4.56M |
| 4 |
IDEQ
Lazard International Dynamic Equity ETF
IDEQ
|
+$4.24M |
| 5 |
Microsoft
MSFT
|
+$4M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 42.4% |
| 2 | Technology | 17.39% |
| 3 | Financials | 12.92% |
| 4 | Communication Services | 5.27% |
| 5 | Consumer Discretionary | 4.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
101
T-Mobile US
TMUS
$177B
| $147K | 0.13% |
+726
| New | +$154K |
2025 Q4
0 quarters
|
|
102
State Street Health Care Select Sector SPDR ETF
XLV
$43.1B
| $144K | 0.13% |
+931
| New | +$139K |
2025 Q4
0 quarters
|
|
103
Micron Technology
MU
$1.2T
| $144K | 0.13% |
+504
| New | +$116K |
2025 Q4
0 quarters
|
|
104
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.52B
| $134K | 0.12% |
+1,022
| New | +$133K |
2025 Q4
0 quarters
|
|
105
Comcast
CMCSA
$76.5B
| $133K | 0.12% |
+4,444
| New | +$127K |
2025 Q4
0 quarters
|
|
106
Prologis
PLD
$122B
| $131K | 0.12% |
+1,030
| New | +$128K |
2025 Q4
0 quarters
|
|
107
Verizon
VZ
$190B
| $129K | 0.12% |
+3,179
| New | +$129K |
2025 Q4
0 quarters
|
|
108
Equinix
EQIX
$101B
| $124K | 0.11% |
+162
| New | +$127K |
2025 Q4
0 quarters
|
|
109
Accenture
ACN
$119B
| $122K | 0.11% |
+456
| New | +$116K |
2025 Q4
0 quarters
|
|
110
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$1.96B
| $121K | 0.11% |
+5,305
| New | +$122K |
2025 Q4
0 quarters
|
|
111
Dollar General
DG
$26.3B
| $118K | 0.11% |
+885
| New | +$98.7K |
2025 Q4
0 quarters
|
|
112
Lam Research
LRCX
$433B
| $114K | 0.1% |
+665
| New | +$103K |
2025 Q4
0 quarters
|
|
113
iShares MSCI USA Quality Factor ETF
QUAL
$48.5B
| $114K | 0.1% |
+573
| New | +$113K |
2025 Q4
0 quarters
|
|
114
UnitedHealth
UNH
$340B
| $114K | 0.1% |
+344
| New | +$117K |
2025 Q4
0 quarters
|
|
115
Marriott International
MAR
$92.8B
| $112K | 0.1% |
+360
| New | +$103K |
2025 Q4
0 quarters
|
|
116
Boston Scientific
BSX
$61.4B
| $111K | 0.1% |
+1,166
| New | +$114K |
2025 Q4
0 quarters
|
|
117
Vanguard Morningstar Value ETF
VTV
$186B
| $111K | 0.1% |
+579
| New | +$109K |
2025 Q4
0 quarters
|
|
118
State Street SPDR S&P 500 ETF Trust
SPY
$829B
| $109K | 0.1% |
+160
| New | +$108K |
2025 Q4
0 quarters
|
|
119
CBRE Group
CBRE
$37.5B
| $107K | 0.1% |
+663
| New | +$104K |
2025 Q4
0 quarters
|
|
120
Prosperity Bancshares
PB
$8.08B
| $106K | 0.1% |
+1,538
| New | +$104K |
2025 Q4
0 quarters
|
|
121
Vanguard S&P 500 ETF
VOO
$1.06T
| $102K | 0.09% |
+162
| New | +$101K |
2025 Q4
0 quarters
|
|
122
Ventas
VTR
$41.7B
| $101K | 0.09% |
+1,299
| New | +$98K |
2025 Q4
0 quarters
|
|
123
iShares Select Dividend ETF
DVY
$22.3B
| $95.6K | 0.09% |
+677
| New | +$95.6K |
2025 Q4
0 quarters
|
|
124
Pfizer
PFE
$156B
| $93.3K | 0.08% |
+3,745
| New | +$94.4K |
2025 Q4
0 quarters
|
|
125
U.S. Small Cap Portfolio ETF Class Shares
DFAS
$15.2B
| $89.5K | 0.08% |
+1,285
| New | +$88.6K |
2025 Q4
0 quarters
|
|
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Prosperity Bancshares's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Prosperity Bancshares, which disclosed 396 positions worth $111M. Its ten largest holdings account for 37% of the portfolio.
Its largest position is Dimensional World ex US Core Equity 2 ETF: 232,878 shares worth $7.62M.
By sector, the portfolio is most concentrated in Miscellaneous at 42% of assets, followed by Technology and Financials.
- Prosperity Bancshares's largest Q4 2025 buy was Dimensional World ex US Core Equity 2 ETF: 232,878 shares worth $7.62M.
- Prosperity Bancshares's ten largest holdings make up 37% of its $111M portfolio in Q4 2025.
- Prosperity Bancshares disclosed 396 positions in Q4 2025, its first 13F filing on record.
Based on Prosperity Bancshares's 13F filing for Q4 2025, filed 17 Feb 2026.