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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 15 of 42  ·  840 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TFC TRUIST FINANCIAL CORP COM Financial Services 1,670.0 $83K 0.01% NEW $49.82 +1.2%
282 PII POLARIS INDUSTRIES INC Consumer Cyclical 1,200.0 $82K 0.01% NEW $68.44 -5.9%
283 MDT MEDTRONIC PLC Healthcare 1,030.0 $81K 0.01% NEW $78.23 +19.3%
284 NKE NIKE INC - CLASS B Consumer Cyclical 1,959.0 $80K 0.01% NEW $41.05 -0.7%
285 TU TELUS CORP Communication Services 7,600.0 $80K 0.01% NEW $10.57 -6.3%
286 IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF 1,506.0 $80K 0.01% NEW $53.33 +1.2%
287 MUB ISHARES NATIONAL MUNI BOND ETF 726.0 $78K 0.01% NEW $107.62 -2.1%
288 VO VANGUARD MRNGSTR MID CAP ETF 960.0 $77K 0.01% NEW $80.57 +3.0%
289 UNH UNITEDHEALTH GROUP INC. Healthcare 185.0 $77K 0.01% NEW $415.63 -6.1%
290 MRVL MARVELL TECHOLOGY INC Technology 257.0 $77K 0.01% NEW $297.89 -20.4%
291 IWM ISHARES RUSSELL 2000 ETF 252.0 $76K 0.01% NEW $300.45 -0.2%
292 WCN WASTE CONNECTIONS INC Industrials 450.0 $75K 0.01% NEW $166.69 +1.6%
293 DBEF X-TRACKERS MSCI EAFE HEDGED EQUITY ETF 1,346.0 $74K 0.01% NEW $54.63 +2.2%
294 SYY SYSCO CORPORATION Consumer Defensive 855.0 $71K 0.01% NEW $83.58 +0.6%
295 C CITIGROUP INC Financial Services 507.0 $71K 0.01% NEW $139.96 -5.9%
296 PPG PPG INDUSTRIES INC Basic Materials 574.0 $70K 0.01% NEW $121.29 -6.3%
297 IQVIA HOLDINGS INC 359.0 $69K 0.01% NEW $193.22
298 SUB ISHARES SHORT-TERM NATIONAL 637.0 $68K 0.01% NEW $106.47 -0.2%
299 RSP INVESCO S&P 500 EQUAL WEIGHT PORTFOLIO 316.0 $67K 0.01% NEW $212.77 +4.2%
300 TLK TELKOM INDONESIA PERSERO-ADR Communication Services 4,960.0 $67K 0.01% NEW $13.43 +11.6%
Page 15 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%