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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 12 of 42  ·  840 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 QGRO AMERICAN CENTURY US QUALITY GRWTH ETF 1,457.0 $172K 0.01% NEW $118.05 +0.4%
222 GD GENERAL DYNAMICS CORP Industrials 480.0 $170K 0.01% NEW $354.24 +8.0%
223 GE GE AEROSPACE Industrials 450.0 $168K 0.01% NEW $373.73 -6.3%
224 COP CONOCOPHILLIPS Energy 1,608.0 $167K 0.01% NEW $103.96 +30.2%
225 CGUS CAPITAL GROUP CORE EQUITY ETF 3,727.0 $166K 0.01% NEW $44.48 +1.5%
226 VTR VENTAS INC Real Estate 1,861.0 $165K 0.01% NEW $88.80 +5.7%
227 AVB AVALONBAY COMMUNITIES INC Real Estate 873.0 $165K 0.01% NEW $188.69 -2.5%
228 DFAT DIMENSIONAL US TARGET VALUE 2,352.0 $164K 0.01% NEW $69.90 +2.5%
229 LHX L3 HARRIS TECHNOLOGIES INC Industrials 537.0 $156K 0.01% NEW $290.59 -7.9%
230 RSG REPUBLIC SERVICES INC Industrials 729.0 $155K 0.01% NEW $213.08 +3.4%
231 WMB WILLIAMS COS INC Energy 2,024.0 $150K 0.01% NEW $74.34 -4.5%
232 O REALTY INCOME CORPORATION Real Estate 2,422.0 $150K 0.01% NEW $61.96 +1.2%
233 BTI BRITISH AMERICAN TOB SP ADR Consumer Defensive 2,383.0 $147K 0.01% NEW $61.76 -8.8%
234 CVS CVS HEALTH CORPORATION Healthcare 1,376.0 $142K 0.01% NEW $103.45 -10.4%
235 WFC WELLS FARGO & CO NEW Financial Services 1,719.0 $142K 0.01% NEW $82.64 +1.1%
236 MO ALTRIA GROUP INC. Consumer Defensive 1,971.0 $142K 0.01% NEW $71.95 -8.1%
237 ENB ENBRIDGE INC Energy 2,603.0 $141K 0.01% NEW $54.21 -7.0%
238 ET ENERGY TRANSFER EQUITY LP Energy 7,325.0 $140K 0.01% NEW $19.12 +10.6%
239 FLEX FLEX LTD. Technology 858.0 $139K 0.01% NEW $162.07 -31.9%
240 AMAT APPLIED MATERIALS INC Technology 187.0 $135K 0.01% NEW $723.00 -32.6%
Page 12 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%