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 metadata indicates a period of March 31, 2026. However, the source text provided is a raw data table without explicit narrative confirmation of the specific quarter or year in the header text, relying on the metadata for the date. This form discloses equity securities held by the reporting manager.
Key Financial Metrics and Portfolio Composition
The filing details a diversified portfolio of equity securities and exchange-traded funds (ETFs). Specific financial metrics such as revenue, profit, cash flow, or debt for Prosperity Bancshares Inc. are not contained within this specific Form 13F filing, as this form reports holdings rather than the company's own financial performance.
Portfolio Highlights (Top Holdings by Value):
- Exxon Mobil Corp: $3,747,789 (22,090 shares)
- NVIDIA Corp: $3,806,106 (21,824 shares)
- Apple Inc: $4,457,314 (17,563 shares)
- Microsoft Corp: $2,366,497 (6,393 shares)
- Walmart Inc: $2,561,659 (20,612 shares)
- Amazon.com Inc: $2,059,999 (9,891 shares)
- Alphabet Inc (Class C): $1,759,599 (6,134 shares)
- Alphabet Inc (Class A): $1,584,168 (5,509 shares)
- Broadcom Inc: $1,754,922 (5,670 shares)
- Caterpillar Inc: $1,961,726 (2,769 shares)
Significant ETF Holdings:
- Dimensional ETF Trust (World ex US Core): $10,228,299 (301,098 shares)
- J.P. Morgan ETF Trust (Core Plus Bond): $4,247,558 (90,220 shares)
- Vanguard Scottsdale Fds (Long Term Treasury): $5,017,211 (90,637 shares)
- Lazard Active ETF Trust (Intl Dynamic Eq): $7,540,308 (237,490 shares)
Material Changes and Voting Authority
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 to determine material changes in position size or value. All reported securities are held with Sole voting authority, with no shared or none voting authority reported for the listed positions.
Guidance, Outlook, and Risks
This Form 13F filing does not contain management commentary, forward-looking guidance, risk factors, or contingencies. It is a regulatory disclosure of asset ownership only. The filing includes a standard disclaimer that the SEC has not reviewed the information for accuracy or completeness.
Investor Verification Checklist
- Reporting Date Accuracy: Verify the specific quarter (Q1 2026) against the company's official investor relations calendar, as the text relies on metadata for the date.
- Total Portfolio Value: Sum the "Value" column to determine the total reportable assets under management, noting that this form may not include all asset classes (e.g., cash, derivatives, or non-reportable securities).
- Concentration Risk: Assess the concentration in technology (NVIDIA, Apple, Microsoft, Broadcom) and energy (Exxon, Chevron, ConocoPhillips) sectors relative to the total portfolio.
- ETF Exposure: Review the significant holdings in broad market and bond ETFs (Dimensional, Vanguard, J.P. Morgan) to understand passive exposure versus active stock picking.
- Missing Data: Note that this filing does not provide Prosperity Bancshares' own financial health (liquidity, debt, earnings); refer to Form 10-Q or 10-K for those metrics.