SEC Filing Summary: Form 13F Information Table
Business Context and Reporting Period
Company: Prosperity Bancshares Inc.
Filing Type: Form 13F Information Table (Quarterly Report of Holdings)
Reporting Period: The filing lists a period date of June 30, 2026. Note: This date appears to be a future date relative to the current calendar year; investors should verify if this is a data entry error in the source text or a specific forward-looking filing context.
Subject: This filing discloses the equity securities held by Prosperity Bancshares Inc. as of the reporting date. It is a regulatory disclosure of investment holdings, not an operational earnings report.
Key Financial Metrics and Holdings
As a Form 13F, this document does not contain revenue, profit, cash flow, or debt metrics for Prosperity Bancshares Inc. Instead, it details the value and quantity of external securities held in the portfolio.
- Total Portfolio Composition: The filing lists over 200 individual holdings, including common stocks, preferred stocks, and Exchange Traded Funds (ETFs).
- Top Equity Holdings (by Value):
- NVIDIA Corporation: $5,253,963 (26,258 shares)
- Apple Inc.: $5,448,070 (18,828 shares)
- Amazon.com Inc.: $2,585,274 (10,847 shares)
- Alphabet Inc. (Class C): $2,323,851 (6,577 shares)
- Alphabet Inc. (Class A): $2,205,330 (6,171 shares)
- Microsoft Corp.: $2,643,966 (7,088 shares)
- Walmart Inc.: $2,503,839 (22,107 shares)
- Exxon Mobil Corp.: $3,081,259 (22,537 shares)
- Top ETF Holdings (by Value):
- Dimensional ETF Trust (World ex US Core): $13,365,699 (362,804 shares)
- J.P. Morgan Exchange Traded Fund (Core Plus Bd): $5,699,877 (121,429 shares)
- Vanguard Scottsdale Fds (Long Term Treas): $5,556,736 (100,702 shares)
- Vanguard Star Fds (VG TL Intl Stk F): $4,260,223 (49,833 shares)
- Voting Authority: Prosperity Bancshares Inc. reports "Sole" voting authority for all listed positions.
Material Changes
The filing text provided is a static snapshot of holdings as of the reporting date. It does not contain comparative data against the prior quarter (e.g., shares bought or sold during the period). Therefore, material changes in the portfolio composition cannot be determined from this text alone.
Guidance, Outlook, and Risks
Management Commentary: None. Form 13F filings are strictly data tables and do not include management discussion, guidance, or outlook.
Risks and Contingencies: The filing includes a standard SEC disclaimer stating that the Commission has not reviewed the information for accuracy. No specific risk factors regarding the company's operations or the specific securities held are detailed in this document.
Investor Verification Checklist
- Verify Reporting Date: Confirm the accuracy of the "2026 Jun 30" date, as it appears to be in the future relative to standard current reporting cycles.
- Portfolio Concentration: Assess the concentration risk in the top 10 holdings, which include significant exposure to technology (NVIDIA, Apple, Microsoft, Alphabet) and energy (Exxon Mobil).
- ETF Exposure: Review the substantial allocation to passive index funds (Dimensional, Vanguard, J.P. Morgan) to understand the passive vs. active management split of the portfolio.
- Regulatory Compliance: Ensure the "Sole" voting authority designation aligns with the company's internal investment policies and any external mandates.