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Latest TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC Stock Portfolio

TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC Performance:
2025 Q4: 0.12%YTD: 14.27%2024: 15.74%
Performance for 2025 Q4 is 0.12%, and YTD is 14.27%, and 2024 is 15.74%.

About TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC and 13F Hedge Fund Stock Holdings

Texas Capital Bank Wealth Management Services Inc is a hedge fund based in Dallas, TX. On 2026-02-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, Texas Capital Bank Wealth Management Services Inc reported an equity portfolio of $1.7 Billions as of 31 Dec, 2025.

The top stock holdings of Texas Capital Bank Wealth Management Services Inc are VB, NVDA, . The fund has invested 24.6% of it's portfolio in VANGUARD INDEX FDS and 8.8% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off TIDAL TRUST I (ACSI), VERITEX HLDGS INC (VBTX) and RTX CORPORATION (RTX) stocks. They significantly reduced their stock positions in NIKE INC (NKE), ZOETIS INC (ZTS) and CONOCOPHILLIPS (COP). Texas Capital Bank Wealth Management Services Inc opened new stock positions in ISHARES TR (IJR), GENESIS ENERGY L P (GEL) and ARM HOLDINGS PLC. The fund showed a lot of confidence in some stocks as they added substantially to ISHARES BITCOIN TRUST ETF, ADOBE INC (ADBE) and CUE BIOPHARMA INC (CUE).

TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC Annual Return Estimates Vs S&P 500

Our best estimate is that Texas Capital Bank Wealth Management Services Inc made a return of 0.12% in the last quarter. In trailing 12 months, it's portfolio return was 14.27%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr13,273,900
genesis energy l p3,120,000
arm holdings plc3,006,020
intel corp2,492,370
schwab strategic tr2,468,480
ishares tr2,457,860
highpeak energy inc2,257,140
tidal trust iii2,080,100
New stocks bought by TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC

Additions

Ticker% Inc.
ishares bitcoin trust etf9,320
adobe inc1,517
cue biopharma inc1,231
advanced micro devices inc1,052
netflix inc952
rein therapeutics inc901
vanguard specialized funds876
ishares tr761
Additions to existing portfolio by TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC

Reductions

Ticker% Reduced
nike inc-76.72
zoetis inc-75.66
conocophillips-66.86
uber technologies inc-38.7
vanguard index fds-33.21
devon energy corp new-22.92
boston scientific corp-19.25
vanguard world fd-17.8
TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC reduced stake in above stock

Sold off

Ticker$ Sold
tidal trust ii-922,784
hydrofarm hldgs group inc-434,451
tidal trust i-2,630,270
veritex hldgs inc-1,485,310
ellington financial inc-145,090
copart inc-365,921
rtx corporation-1,229,710
vanguard scottsdale fds-389,175
TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC got rid off the above stocks

Sector Distribution

Texas Capital Bank Wealth Management Services Inc has about 58.8% of it's holdings in Others sector.

Sector%
Others58.8
Technology19.1
Financial Services6.8
Industrials3.1
Consumer Cyclical2.8
Healthcare2.7
Energy2.2
Communication Services2.1

Market Cap. Distribution

Texas Capital Bank Wealth Management Services Inc has about 37.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED58.8
MEGA-CAP23.8
LARGE-CAP14
MID-CAP2.4

Stocks belong to which Index?

About 39.1% of the stocks held by Texas Capital Bank Wealth Management Services Inc either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others60.9
S&P 50036.6
RUSSELL 20002.5
Top 5 Winners (%)%
FOSL
fossil group inc
46.3 %
BEAT
heartbeam inc
45.5 %
SATS
echostar corp
42.4 %
LLY
eli lilly & co
38.2 %
LRCX
lam research corp
27.3 %
Top 5 Winners ($)$
VB
vanguard index fds
9.4 M
LRCX
lam research corp
4.0 M
LLY
eli lilly & co
4.0 M
AAPL
apple inc
2.4 M
CAT
caterpillar inc
2.2 M
Top 5 Losers (%)%
NFLX
netflix inc
-86.6 %
NOW
servicenow inc
-74.8 %
SOWG
sow good inc
-54.3 %
MSTR
strategy inc
-52.0 %
DD
dupont de nemours inc
-47.0 %
Top 5 Losers ($)$
ishares bitcoin trust etf
-15.8 M
NFLX
netflix inc
-7.7 M
ORCL
oracle corp
-4.6 M
MSFT
microsoft corp
-1.8 M
NOW
servicenow inc
-1.8 M

TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC

Texas Capital Bank Wealth Management Services Inc has 338 stocks in it's portfolio. About 55.8% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Texas Capital Bank Wealth Management Services Inc last quarter.

Last Reported on: 09 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions