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Portfolio (Quarterly) Guide ↗

MOTCO

· CIK 0001306333
13F Portfolio $1.2B AUM 977 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 840 New
Page 19 of 42  ·  840 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 PSLV SPROTT PHYSICAL SILVER TRUST Financial Services 1,445.0 $27K 0.00% NEW $18.87 +21.0%
362 AJG GALLAGHER ARTHUR J & CO Financial Services 118.0 $27K 0.00% NEW $229.57 +14.9%
363 IUSG ISHARES CORE S&P US GROWTH 144.0 $27K 0.00% NEW $188.09 +0.9%
364 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 342.0 $26K 0.00% NEW $76.40 +5.1%
365 EIX EDISON INTERNATIONAL Utilities 350.0 $26K 0.00% NEW $74.45 -3.8%
366 DFEV DIMENSIONAL EMERGING MARKETS VALUE ETF 603.0 $26K 0.00% NEW $42.67 -1.7%
367 NUSC NUSHARES NUVEEN ESG SMALL CAP ETF 489.0 $25K 0.00% NEW $52.12 -0.3%
368 OTIS OTIS WORLWIDE CORPORATION Industrials 353.0 $25K 0.00% NEW $71.60 -0.2%
369 KDP KEURIG DR PEPPER INC. Consumer Defensive 766.0 $25K 0.00% NEW $32.73 -2.1%
370 NDAQ NASDAQ INC Financial Services 305.0 $24K 0.00% NEW $78.82 +24.6%
371 IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 989.0 $24K 0.00% NEW $24.22 -0.1%
372 ACWX ISHARES MSCI ACWI EX US ETF 310.0 $24K 0.00% NEW $76.11 +2.4%
373 HAL HALLIBURTON CO Energy 689.0 $23K 0.00% NEW $33.95 +4.1%
374 AMD ADVANCED MICRO DEVICES INC. Technology 40.0 $23K 0.00% NEW $580.90 -18.5%
375 EEM ISHARES MSCI EMERGING MARKETS ETF 334.0 $23K 0.00% NEW $68.41 -1.9%
376 CNP CENTERPOINT ENERGY INC. Utilities 515.0 $23K 0.00% NEW $44.04 -12.0%
377 NI NISOURCE INC. Utilities 474.0 $23K 0.00% NEW $47.55 -14.6%
378 LW LAMB WESTON HOLDINGS INC Consumer Defensive 519.0 $22K 0.00% NEW $43.18 +24.3%
379 CFG CITIZENS FINANCIAL GROUP INC Financial Services 319.0 $22K 0.00% NEW $70.07 -0.3%
380 RWR State Street SPDR Dow Jones REIT ETF 196.0 $22K 0.00% NEW $112.97 +1.3%
Page 19 of 42  ·  840 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.2%
Financial Services 19.4%
Consumer Cyclical 10.2%
Healthcare 9.3%
Communication Services 7.6%
Industrials 7.2%
Consumer Defensive 5.4%
Energy 2.9%
Utilities 2.6%
Real Estate 0.7%