PROSPERITY BANCSHARES INC

CIK 0001068851 · Q1 2026

13F Equity AUM

$124.8M

+12.6% QoQ

Positions

414

+18 QoQ

AUM Rank

#9,225

Top 74%

Skill Alpha (FF)

—

No alpha data

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 25.9%Top 10: 41.3%Top 20: 58.2%

DFAX8.2%

IDEQ6.0%

BRK/A4.0%

VGLT4.0%

AAPL3.6%

JCPB3.4%

VXUS3.0%

NVDA3.0%

XOM3.0%

VCRB2.9%

Others (404)58.7%

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

Sector Allocation

Financial Services55.0%

Technology13.7%

Communication Services4.6%

Energy4.3%

Financials4.1%

Consumer Cyclical4.0%

Industrials4.0%

Consumer Defensive3.5%

Other6.8%

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

Position Sizing

Positions: 414Median: 0.03%Avg: 0.24%

0–0.5%

371(24.1%)

0.5–1%

18(12.0%)

1–3%

16(25.6%)

3–5%

7(24.1%)

5%+

2(14.2%)

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

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Portfolio Overlap

Shared: 410Unique: 4vs 20 funds

5.6%Low

414

Fund positions

7,299

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.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

8.6%

7.8%

8.2%

13%

9.4%

9.7%

VANGUARD CAPITAL MANAGEMENT LLC

9.2%

GEODE CAPITAL MANAGEMENT, LLC

8.9%

VANGUARD PORTFOLIO MANAGEMENT LLC

10.8%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New33Increased150Decreased83Exited15

New Positions

TLH0.5%

+6K

EVTR0.4%

+10K

HELO0.2%

+3K

RVT0.1%

+5K

APH0.1%

+514

AMLP0.1%

+1K

DELL0.0%

+285

ROP0.0%

+129

RIO0.0%

+340

NHI0.0%

+511

Increased

IDEQ6.0%

+93K(+64%)

VGLT4.0%

+76K(+510%)

DFAX8.2%

+68K(+29%)

JCPB3.4%

+24K(+37%)

VCRB2.9%

+19K(+71%)

WINN1.0%

+10K(+26%)

USRT1.6%

+4K(+14%)

SCHF0.6%

+4K(+13%)

VNQ2.1%

+3K(+14%)

VXUS3.0%

+3K(+6%)

Decreased

ACIO0.5%

-21,709(-58%)

FLSP0.6%

-13,645(-33%)

QAI0.3%

-8,748(-42%)

VCSH1.3%

-6,679(-24%)

ARB0.1%

-6,334(-70%)

KO0.4%

-4,105(-41%)

CSX0.1%

-2,538(-59%)

MSFT1.9%

-1,597(-20%)

NFLX0.2%

-1,540(-38%)

MDT0.2%

-1,026(-31%)

Exited

-1,538

-2,400

-125

-164

-700

-124

-11,000

-134

-2

-44

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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