Prosperity Bancshares Inc
SEC Form 13F institutional filer · CIK 0001068851
13F-HR · 283 reported holdings · 2026-03-31
Reported long-US-equity value
$0.08B
Top-10 concentration
42.4%
Prosperity Bancshares Inc — $75.7M AUM allocation strategy
Prosperity Bancshares Inc files SEC Form 13F and reports $75.7M of long US equity value across 283 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 16.4%, followed by Industrials 9.2% and Communication Services 5.8%.
The top 10 holdings account for 42% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Prosperity Bancshares Inc — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$75.7M
total across 283 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
42% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$MS +9.58K sh · +$434K+$IVV +6.51K sh · +$502K+$SCHW +4.86K sh · +$217K
Biggest trims (shares)
−$BEN −8.47K sh · −$273K−$VOO −5.98K sh · −$131K−$KO −4.11K sh · −$250K
Exited to nil (held last quarter, gone now)
$AJG ($42.4K last qtr)$XLB ($31.7K last qtr)$BR ($27.7K last qtr)$NVR ($14.6K last qtr)$LEN ($4.52K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors7.3%—
- Aerospace & Defense6.7%—
- Technology Hardware, Storage & Peripherals5.9%—
- Interactive Media & Services5.8%—
- Integrated Oil & Gas4.9%—
- Consumer Staples Merchandise Retail3.4%—
- Systems Software3.1%—
- Broadline Retail2.7%—
- Other holdings60.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $HONA | Honeywell Aerospace Inc | 7 | $5.03M | +0 | 6.6% |
| $AAPL | Apple Inc | 17.6K | $4.46M | +571 | 5.9% |
| $NVDA | NVIDIA Corporation | 21.8K | $3.81M | +535 | 5.0% |
| $XOM | ExxonMobil Holdings Corporation | 22.1K | $3.75M | +2.48K | 5.0% |
| $WMT | Walmart Inc | 20.6K | $2.56M | +604 | 3.4% |
| $MSFT | Microsoft Corporation | 6.39K | $2.37M | -1.6K | 3.1% |
| $AMZN | Amazon.com Inc | 9.89K | $2.06M | +971 | 2.7% |
| $CAT | Caterpillar Inc | 2.77K | $1.96M | +66 | 2.6% |
…and 275 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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