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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 10 of 42  ·  840 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BMY BRISTOL MYERS SQUIBB Healthcare 4,818.0 $278K 0.02% NEW $57.62 +13.6%
182 SCHM SCHWAB US MID-CAP ETF 7,528.0 $278K 0.02% NEW $36.87 -2.6%
183 HSY THE HERSHEY COMPANY Consumer Defensive 1,577.0 $277K 0.02% NEW $175.45 +7.3%
184 QQQ INVESCO QQQ TRUST SERIES 1 Financial Services 375.0 $276K 0.02% NEW $736.40 -3.5%
185 DVY ISHARES SELECT DIVIDEND ETF 1,711.0 $267K 0.02% NEW $156.30 +5.2%
186 DFUV DIMENSIONAL US MARKETWIDE VA 4,759.0 $262K 0.02% NEW $55.01 +3.8%
187 ADBE ADOBE INC Technology 1,247.0 $256K 0.02% NEW $205.02 +32.8%
188 CMI CUMMINS INC Industrials 350.0 $250K 0.02% NEW $713.21 -16.8%
189 FXU FIRST TRUST UTILITIES ALPHADEX ETF 5,000.0 $247K 0.02% NEW $49.34 -1.8%
190 ITW ILLINOIS TOOL WORKS INC. Industrials 885.0 $239K 0.02% NEW $270.47 +4.5%
191 ROP ROPER TECHNOLOGIES INC Industrials 703.0 $238K 0.02% NEW $338.39 +21.3%
192 AZO AUTOZONE INC Consumer Cyclical 71.0 $227K 0.02% NEW $3195.94 -7.3%
193 WPC WP CAREY INC Real Estate 3,170.0 $227K 0.02% NEW $71.50 +0.7%
194 D DOMINION ENERGY INC Utilities 3,299.0 $225K 0.02% NEW $68.29 -1.2%
195 MPC MARATHON PETROLEUM CORPORATION Energy 846.0 $216K 0.02% NEW $255.67 +40.1%
196 CFR CULLEN FROST BANKERS INC Financial Services 1,397.0 $216K 0.02% NEW $154.52 +6.7%
197 ESGD ISHARES ESG AWARE MSCI EAFE ETF 2,091.0 $215K 0.02% NEW $102.81 +3.4%
198 WELL WELLTOWER INC Real Estate 936.0 $212K 0.02% NEW $226.97 +4.6%
199 KMB KIMBERLY CLARK CORP Consumer Defensive 1,927.0 $212K 0.02% NEW $109.77 -1.0%
200 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 960.0 $211K 0.02% NEW $219.43 +1.3%
Page 10 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 33.9%
Financial Services 19.8%
Consumer Cyclical 10.1%
Healthcare 9.2%
Communication Services 7.7%
Industrials 7.1%
Consumer Defensive 5.4%
Energy 2.9%
Utilities 2.6%
Real Estate 0.7%