MOTCO
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1306333
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$1.2B
Holdings
840
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
MOTCO disclosed 840 positions worth $1.2B in its Form 13F-HR for Q2 2026, led by $AVGO (Broadcom Inc.) at 4.2% of the equity portfolio, followed by $AAPL and $GOOG. During the quarter the fund opened 317 new positions and exited 77 and a full exit from $LIN. The portfolio is most concentrated in Technology (34.5% of disclosed assets). All figures are sourced directly from MOTCO’s Form 13F-HR filing with the SEC under CIK 1306333.
AI Fund Analysis
Concentrating
$AVGO4.2% weight
Held 10 quarters
$AAPL3.4% weight
Held 10 quarters
$GOOG3.2% weight
Held 10 quarters
$SPY2.8% weight
Held 10 quarters
$NVDA2.7% weight
Held 10 quarters
$CTAS8 quarters accumulating
$NOW7 quarters accumulating
$WM6 quarters accumulating
DIMENSIONAL INTERNATIONAL
6 quarters accumulating
$AON5 quarters accumulating
Sector Allocation
TechnologyFinancialsOtherConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 84.5#8
Quality
$49.6M131,222 sh - 76.4#84
Quality
$39.7M137,212 sh - 78.2#57
Quality
$37.7M105,623 sh - —
Quality
$32.5M43,505 sh - 85.9
Quality
$31.4M157,113 sh - 79.8
Quality
$31.3M83,975 sh - 79.3
Quality
$28.6M162,324 sh - 70.7
Quality
$26.8M81,786 sh ISHARES ULTRA SHORT-TERM BOND ETF - Com
—Quality
$26.3M519,000 sh- 65.5
Quality
$24.8M72,779 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Broadcom Inc.$AVGO | 84.5#8 | $49.6M | 131,222 |
| Apple Inc.$AAPL | 76.4#84 | $39.7M | 137,212 |
| Alphabet Inc.$GOOG | 78.2#57 | $37.7M | 105,623 |
| SPDR S&P 500 ETF TRUST$SPY | — | $32.5M | 43,505 |
| NVIDIA CORP$NVDA | 85.9 | $31.4M | 157,113 |
 MICROSOFT CORP$MSFT | 79.8 | $31.3M | 83,975 |
 AMPHENOL CORP /DE/$APH | 79.3 | $28.6M | 162,324 |
 JPMORGAN CHASE & CO$JPM | 70.7 | $26.8M | 81,786 |
| ISHARES ULTRA SHORT-TERM BOND ETF - Com | — | $26.3M | 519,000 |
 Palo Alto Networks Inc$PANW | 65.5 | $24.8M | 72,779 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of MOTCO's 840 positions.
Showing top 10 of 840 holdings.
Sector Allocation
Technology
$403.6M
Financials
$170.4M
Other
$165.1M
Consumer Discretionary
$139.8M
Healthcare
$73.0M
Industrials
$52.7M
Utilities
$38.7M
Consumer Staples
$36.2M
Top Holdings — MOTCO (Q2 2026)
Top 150 of 840 disclosed positions (by reported value) 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 | $AVGO | Broadcom Inc. | $49.6M | 4.2% | -2% | 84.5 |
| 2 | $AAPL | Apple Inc. | $39.7M | 3.4% | +42% | 76.4 |
| 3 | $GOOG | Alphabet Inc. | $37.7M | 3.2% | +2% | 78.2 |
| 4 | $SPY | SPDR S&P 500 ETF TRUST | $32.5M | 2.8% | -0% | — |
| 5 | $NVDA | NVIDIA CORP | $31.4M | 2.7% | +8% | 85.9 |
| 6 | $MSFT | MICROSOFT CORP | $31.3M | 2.7% | +26% | 79.8 |
| 7 | $APH | AMPHENOL CORP /DE/ | $28.6M | 2.5% | -3% | 79.3 |
| 8 | $JPM | JPMORGAN CHASE & CO | $26.8M | 2.3% | -1% | 70.7 |
| 9 | — | ISHARES ULTRA SHORT-TERM BOND ETF - Com | $26.3M | 2.3% | NEW | — |
| 10 | $PANW | Palo Alto Networks Inc | $24.8M | 2.1% | -0% | 65.5 |
| 11 |  $RUSHA | RUSH ENTERPRISES INC \TX\ | $23.3M | 2.0% | +1% | 51.7 |
| 12 |  $GLW | CORNING INC /NY | $22.0M | 1.9% | -4% | 73.7 |
| 13 | — | VICTORY SHARES S-T BOND ETF - Com | $19.2M | 1.6% | +2% | — |
| 14 |  $GS | GOLDMAN SACHS GROUP INC | $18.9M | 1.6% | -3% | 73.5 |
| 15 |  $MCHP | MICROCHIP TECHNOLOGY INC | $18.0M | 1.5% | -2% | 52.9 |
| 16 |  $LLY | ELI LILLY & Co | $17.7M | 1.5% | -1% | 87.5 |
| 17 |  $JNJ | JOHNSON & JOHNSON | $17.3M | 1.5% | -2% | 69 |
| 18 |  $AMZN | AMAZON COM INC | $16.2M | 1.4% | +0% | 68.7 |
| 19 |  $DELL | Dell Technologies Inc. | $16.2M | 1.4% | -3% | 71.2 |
| 20 |  $GLD | SPDR GOLD TRUST | $15.7M | 1.3% | -1% | — |
| 21 |  $WMT | Walmart Inc. | $15.4M | 1.3% | -2% | 60.2 |
| 22 |  $TJX | TJX COMPANIES INC /DE/ | $14.7M | 1.3% | -1% | 68.7 |
| 23 |  $COST | COSTCO WHOLESALE CORP /NEW | $14.6M | 1.3% | +0% | 66.1 |
| 24 |  $META | Meta Platforms, Inc. | $14.2M | 1.2% | +3% | 79.6 |
| 25 |  $ETN | Eaton Corp plc | $13.6M | 1.2% | -0% | — |
| 26 |  $XOM.R34088 | EXXON MOBIL CORP | $13.4M | 1.1% | -2% | 57.9 |
| 27 |  $UNP | UNION PACIFIC CORP | $12.8M | 1.1% | -0% | 69.6 |
| 28 |  $V | VISA INC. | $12.4M | 1.1% | +1% | 82.9 |
| 29 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $11.9M | 1.0% | +2% | 65.2 |
| 30 | $WM | WASTE MANAGEMENT INC | $11.6M | 1.0% | +1% | 67.6 |
| 31 |  $SCHW | SCHWAB CHARLES CORP | $11.5M | 1.0% | +1% | 79.4 |
| 32 |  $PG | PROCTER & GAMBLE Co | $11.0M | 0.9% | +2% | 64.6 |
| 33 |  $MCK | MCKESSON CORP | $10.9M | 0.9% | +1% | 63.4 |
| 34 |  $BKNG | Booking Holdings Inc. | $10.8M | 0.9% | +2451% | 58.5 |
| 35 |  $NEE | NEXTERA ENERGY INC | $10.6M | 0.9% | -0% | 64.6 |
| 36 |  $CVX | CHEVRON CORP | $10.4M | 0.9% | -1% | 62.8 |
| 37 |  $CSCO | CISCO SYSTEMS, INC. | $10.4M | 0.9% | -2% | 70.3 |
| 38 | $AON | Aon plc | $10.3M | 0.9% | +2% | — |
| 39 |  $LOW | LOWES COMPANIES INC | $10.0M | 0.8% | +2% | 60.7 |
| 40 |  $MSI | Motorola Solutions, Inc. | $9.9M | 0.8% | +1% | 71.8 |
| 41 | $NOW | ServiceNow, Inc. | $9.8M | 0.8% | +3% | 72.9 |
| 42 |  $BNY | Bank of New York Mellon Corp | $9.7M | 0.8% | -3% | 74.1 |
| 43 | — | FIRST TRUST MANAGED MUNICIPAL ETF - Com | $9.5M | 0.8% | +0% | — |
| 44 |  $UBER | Uber Technologies, Inc | $9.5M | 0.8% | +3% | 73.5 |
| 45 |  $ULTA | Ulta Beauty, Inc. | $9.4M | 0.8% | +0% | 67.3 |
| 46 |  $NXPI | NXP Semiconductors N.V. | $9.2M | 0.8% | -0% | — |
| 47 |  $TMUS | T-Mobile US, Inc. | $9.1M | 0.8% | +3% | 69.1 |
| 48 |  $NFLX | NETFLIX INC | $8.7M | 0.8% | +2% | 78.8 |
| 49 | — | STATE STREET SPDR PORTFOLIO LT TREASURY - Com | $8.7M | 0.7% | -3% | — |
| 50 |  $TXN | TEXAS INSTRUMENTS INC | $8.4M | 0.7% | -2% | 73.4 |
| 51 |  $SYK | STRYKER CORP | $8.0M | 0.7% | -3% | 72.1 |
| 52 |  $CRM | Salesforce, Inc. | $7.3M | 0.6% | +5% | 77 |
| 53 |  $KO | COCA COLA CO | $7.3M | 0.6% | -0% | 69.5 |
| 54 |  $IAU | ISHARES GOLD TRUST | $7.3M | 0.6% | +22% | — |
| 55 |  $ACN | Accenture plc | $7.2M | 0.6% | +4% | — |
| 56 |  $EMR | EMERSON ELECTRIC CO | $7.0M | 0.6% | -2% | 65.3 |
| 57 |  $BSX | BOSTON SCIENTIFIC CORP | $7.0M | 0.6% | NEW | 77.5 |
| 58 |  $SPGI | S&P Global Inc. | $6.6M | 0.6% | -27% | 76.1 |
| 59 |  $QCOM | QUALCOMM INC/DE | $6.4M | 0.6% | -2% | 70.5 |
| 60 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $6.3M | 0.5% | -2% | — |
| 61 |  $APO | Apollo Global Management, Inc. | $6.2M | 0.5% | -45% | 52.1 |
| 62 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $6.1M | 0.5% | +0% | 62.9 |
| 63 |  $MRK | Merck & Co., Inc. | $6.1M | 0.5% | -2% | 59.9 |
| 64 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $5.9M | 0.5% | -1% | 66.8 |
| 65 |  $HD | HOME DEPOT, INC. | $5.7M | 0.5% | +0% | 60.3 |
| 66 |  $ICE | Intercontinental Exchange, Inc. | $5.6M | 0.5% | -40% | 73.7 |
| 67 |  $SLF | SUN LIFE FINANCIAL INC | $5.6M | 0.5% | -3% | — |
| 68 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $5.4M | 0.5% | -2% | 73.7 |
| 69 |  $USB | US BANCORP DE | $5.3M | 0.5% | -2% | 65.3 |
| 70 |  $APD | Air Products & Chemicals, Inc. | $5.1M | 0.4% | -1% | 46.4 |
| 71 |  $WEC | WEC ENERGY GROUP, INC. | $5.0M | 0.4% | -2% | 60.1 |
| 72 | — | JPMORGAN ACTIVE GROWTH ETF - Com | $5.0M | 0.4% | +4% | — |
| 73 | $CTAS | CINTAS CORP | $5.0M | 0.4% | +2% | 68.7 |
| 74 |  $ABBV | AbbVie Inc. | $5.0M | 0.4% | +2% | 72.7 |
| 75 | — | PUTNAM FOCUSED LARGE CAP VALUE ETF - Com | $4.8M | 0.4% | +4% | — |
| 76 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $4.8M | 0.4% | -1% | 70 |
| 77 |  $DRI | DARDEN RESTAURANTS INC | $4.8M | 0.4% | -2% | 64.1 |
| 78 |  $MCD | MCDONALDS CORP | $4.7M | 0.4% | -0% | 69 |
| 79 |  $BX | Blackstone Inc. | $4.5M | 0.4% | +1% | 74.4 |
| 80 |  $LMT | LOCKHEED MARTIN CORP | $4.4M | 0.4% | -0% | 65.7 |
| 81 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $4.3M | 0.4% | +9812% | 66.2 |
| 82 |  $VZ | VERIZON COMMUNICATIONS INC | $4.2M | 0.4% | -1% | 65.8 |
| 83 | — | AVANTIS INTERNATIONAL EQUITY ETF - Com | $4.2M | 0.4% | +10% | — |
| 84 | — | ISHARES CORE SP 500 ETF - Com | $4.1M | 0.3% | -4% | — |
| 85 |  $PEP | PEPSICO INC | $3.9M | 0.3% | -1% | 63.5 |
| 86 |  $CME | CME GROUP INC. | $3.8M | 0.3% | -2% | 69.5 |
| 87 |  $CI | Cigna Group | $3.8M | 0.3% | -2% | 66.2 |
| 88 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $3.8M | 0.3% | -0% | 60.9 |
| 89 |  $PAYX | PAYCHEX INC | $3.7M | 0.3% | -4% | 74.6 |
| 90 |  $GPC | GENUINE PARTS CO | $3.7M | 0.3% | +1% | 52.7 |
| 91 | — | VANGUARD INDEX FDS MORNINGSTAR GROWTH ETF - Com | $3.2M | 0.3% | +495% | — |
| 92 | — | VANGUARD INTL HIGH DIVIDEND YIELD INDEX FD - Com | $3.0M | 0.3% | +1% | — |
| 93 |  $CCZ | COMCAST CORP | $3.0M | 0.3% | -5% | 59.5 |
| 94 |  $VICI | VICI PROPERTIES INC. | $2.9M | 0.3% | -7% | 65.8 |
| 95 |  $UPS | UNITED PARCEL SERVICE INC | $2.8M | 0.2% | -6% | 58.6 |
| 96 |  $SNY | Sanofi | $2.8M | 0.2% | -7% | — |
| 97 |  $GOOGL | Alphabet Inc. | $2.7M | 0.2% | -12% | 78.2 |
| 98 | — | AVANTIS EMERGING MARKETS EQUITY ETF - Com | $2.6M | 0.2% | +12% | — |
| 99 | — | ISHARES MSCI EAFE ETF - Com | $2.5M | 0.2% | +0% | — |
| 100 | — | AVANTIS US SMALL CAP VALUE ETF - Com | $2.4M | 0.2% | +4% | — |
| 101 | — | VANGUARD DIVIDEND APPRECIATION ETF - Com | $2.0M | 0.2% | -0% | — |
| 102 |  $ASML | ASML HOLDING NV | $2.0M | 0.2% | -5% | — |
| 103 | — | DIMENSIONAL INTERNATIONAL SMALL CAP ETF - Com | $2.0M | 0.2% | +8% | — |
| 104 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.9M | 0.2% | -11% | — |
| 105 |  $DE | DEERE & CO | $1.8M | 0.1% | +0% | 55.4 |
| 106 | — | VANGUARD FTSE DEVELOPED MARKETS ETF - Com | $1.8M | 0.1% | -11% | — |
| 107 | — | FIRST TRUST NORTH AMERICAN ENERGY INFRA FUND - Com | $1.7M | 0.1% | -1% | — |
| 108 |  $GIS | GENERAL MILLS INC | $1.7M | 0.1% | +0% | 50.7 |
| 109 |  $TPL | Texas Pacific Land Corp | $1.6M | 0.1% | +0% | 73 |
| 110 |  $ICLR | ICON PLC | $1.6M | 0.1% | +36% | — |
| 111 | — | VANGUARD INTERMEDIATE-TERM BOND ETF - Com | $1.6M | 0.1% | -5% | — |
| 112 | — | ISHARES INTERNATIONAL SELECT DIVIDEND ETF - Com | $1.4M | 0.1% | -3% | — |
| 113 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.3M | 0.1% | -6% | 73.8 |
| 114 |  $BNS | BANK OF NOVA SCOTIA | $1.2M | 0.1% | +1% | 71.1 |
| 115 |  $PB | PROSPERITY BANCSHARES INC | $1.2M | 0.1% | NEW | 61.7 |
| 116 | — | ST STRT DOUBLELINE TOT RTN TACTICAL ETF - Com | $1.0M | 0.1% | -1% | — |
| 117 |  $SHEL | Shell plc | $1.0M | 0.1% | +13% | — |
| 118 |  $NVS | NOVARTIS AG | $976,836 | 0.1% | +1% | — |
| 119 |  $KLAC | KLA CORP | $974,523 | 0.1% | +836% | 78.6 |
| 120 | $META | Meta Platforms, Inc. | $945,126 | 0.1% | -16% | 79.6 |
| 121 | — | STATE STREET SPDR DOW JONES IND AVG ETF TRUST - Com | $940,302 | 0.1% | -5% | — |
| 122 | — | ISHARES RUSSELL 1000 GROWTH ETF - Com | $922,831 | 0.1% | +300% | — |
| 123 | — | ISHARES CORE SP SMALL CAP ETF - Com | $882,296 | 0.1% | -7% | — |
| 124 |  $SBR | SABINE ROYALTY TRUST | $849,120 | 0.1% | +0% | — |
| 125 |  $ORCL | ORACLE CORP | $839,878 | 0.1% | +4% | 68.2 |
| 126 | — | VANGUARD REAL ESTATE ETF - Com | $839,520 | 0.1% | +3% | — |
| 127 | — | ISHARES CORE MSCI EAFE ETF - Com | $694,797 | 0.1% | -1% | — |
| 128 | — | ISHARES S&P GLOBAL INFRASTRUCTURE INDEX FUND - Com | $649,816 | 0.1% | +2% | — |
| 129 | — | ISHARES RUSSELL 1000 VALUE INDEX FUND - Com | $645,349 | 0.1% | +0% | — |
| 130 |  $MU | MICRON TECHNOLOGY INC | $634,860 | 0.1% | +31% | 86.2 |
| 131 | — | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES - Com | $634,062 | 0.1% | -2% | — |
| 132 | — | ISHARES CORE SP MID CAP ETF - Com | $633,612 | 0.1% | -11% | — |
| 133 |  $EME | EMCOR Group, Inc. | $631,539 | 0.1% | +0% | 69.3 |
| 134 | — | State Street SPDR Portf S&P 400 Mid Cap ETF - Com | $609,932 | 0.1% | +0% | — |
| 135 |  $NVO | NOVO NORDISK A S | $578,876 | 0.1% | +15% | — |
| 136 | — | VANGUARD FTSE EMERGING MARKET ETF - Com | $574,576 | 0.1% | -9% | — |
| 137 |  $AXP | AMERICAN EXPRESS CO | $565,893 | 0.1% | +1% | 69.4 |
| 138 | — | ISHARES EXPANDED TECH SECTOR ETF - Com | $556,499 | 0.1% | +0% | — |
| 139 |  $MA | Mastercard Inc | $533,117 | 0.1% | -0% | 85.1 |
| 140 |  $SO | SOUTHERN CO | $530,425 | 0.1% | +0% | 62 |
| 141 |  $MS | MORGAN STANLEY | $529,916 | 0.1% | +1% | 75.8 |
| 142 |  $ADI | ANALOG DEVICES INC | $456,746 | 0.0% | +6% | 79.2 |
| 143 | — | DIMENSIONAL WORLD EX US CORE - Com | $455,784 | 0.0% | +0% | — |
| 144 |  $PSA | Public Storage | $441,178 | 0.0% | -4% | 69.1 |
| 145 |  $MMM | 3M CO | $422,585 | 0.0% | +0% | 65 |
| 146 |  $ADP | AUTOMATIC DATA PROCESSING INC | $421,698 | 0.0% | -2% | 69.8 |
| 147 |  $AMT | AMERICAN TOWER CORP /MA/ | $420,865 | 0.0% | +4% | 66.3 |
| 148 |  $ROST | ROSS STORES, INC. | $420,592 | 0.0% | +0% | 70.3 |
| 149 |  $FANG | Diamondback Energy, Inc. | $408,513 | 0.0% | -93% | 76.1 |
| 150 | — | Vanguard Morningstar Value ETF - Com | $405,786 | 0.0% | +0% | — |
New Positions (317)
ISHARES ULTRA SHORT-TERM BOND ETF - Com$26.3M
$PB PROSPERITY BANCSHARES INC$1.2M
$EOG EOG RESOURCES INC$196,152
$PII Polaris Inc.$82,128
$TU TELUS CORP$80,332
$TLK PERUSAHAAN PERSEROAN PERSERO PT TELEKOMUNIKASI INDONESIA TBK$66,613
$PNW PINNACLE WEST CAPITAL CORP$53,714
$EGP EASTGROUP PROPERTIES INC$50,633
$IFF INTERNATIONAL FLAVORS & FRAGRANCES INC$36,124
$NDAQ NASDAQ, INC.$24,040 FIDELITY MSCI INFORMATION TECHNOLOGY INDEX - Com$21,990
$ZBH ZIMMER BIOMET HOLDINGS, INC.$21,867
$AB ALLIANCEBERNSTEIN HOLDING L.P.$21,132 SPDR S&P 600 SMALL CAP ETF - Com$17,243
VANGUARD FTSE EUROPE ETF - Com$17,088
Exited Positions (77)
$LIN LINDE PLC FIDELITY ENHANCED MID CAP ETF
$UL UNILEVER PLC NEUBERGER SMALL-MID CAP ETF
$BLK BlackRock, Inc.
$ABEV AMBEV S.A. CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF
$HON HONEYWELL INTERNATIONAL INC FEDERATED HERMES TOTAL RETURN BOND ETF
SCHWAB US LARGE-CAP VALUE
ISHARES CORE MSCI INTERNL DEV ETF
CAPITAL GROUP GLOBAL EQUITY ETF
VANGUARD TOTAL BOND MARKET ETF
$CP CANADIAN PACIFIC KANSAS CITY LTD/CN
$MD Pediatrix Medical Group, Inc.Browse Top Institutional Investors
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