MTCO Ltd.

Portfolio Overview

MTCO Ltd. disclosed 4 positions worth $265.4M in its Form 13F-HR for Q2 2026, led by $QXO (QXO, Inc.) at 71.2% of the equity portfolio, followed by $PSKY and $QQQ. During the quarter the fund opened 2 new positions and exited 0 — including a new stake in $QQQ. The portfolio is most concentrated in Consumer Discretionary (71.2% of disclosed assets). All figures are sourced directly from MTCO Ltd.’s Form 13F-HR filing with the SEC under CIK 2095669.

• 

  QXO, Inc.

  $QXO

  53.5#1,278

  Quality

  $189.1M10,940,919 sh
• 

  Paramount Skydance Corp

  $PSKY

  62.5#735

  Quality

  $75.4M7,650,000 sh
• 

  INVESCO QQQ TRUST, SERIES 1

  $QQQ

  —

  Quality

  $449.9K611 sh

• ISHARES TR - CORE 60/40 BALAN

  —

  Quality

  $449.7K6,470 sh

Company	Quality	Value	Shares
QXO, Inc.$QXO	53.5#1,278	$189.1M	10,940,919
Paramount Skydance Corp$PSKY	62.5#735	$75.4M	7,650,000
INVESCO QQQ TRUST, SERIES 1$QQQ	—	$449.9K	611
ISHARES TR - CORE 60/40 BALAN	—	$449.7K	6,470

Showing top 4 of 4 holdings.

Full Holdings — MTCO Ltd. (Q2 2026)

All 4 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$QXO	QXO, Inc.	$189.1M	71.2%	+0%	53.5
2	$PSKY	Paramount Skydance Corp	$75.4M	28.4%	+21%	62.5
3	$QQQ	INVESCO QQQ TRUST, SERIES 1	$449,940	0.2%	NEW	—
4	—	ISHARES TR - CORE 60/40 BALAN	$449,665	0.2%	NEW	—