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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 21 of 42  ·  840 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 SPSM SPDR S&P 600 SMALL CAP ETF 299.0 $17K 0.00% NEW $57.67 -0.7%
402 VGK VANGUARD FTSE EUROPE ETF 193.0 $17K 0.00% NEW $88.54 +4.7%
403 GM GENERAL MOTORS CO Consumer Cyclical 220.0 $17K 0.00% NEW $77.08 +14.1%
404 ICF ISHARES COHEN & STEERS REIT ETF 245.0 $17K 0.00% NEW $67.63 +1.5%
405 OVV OVINTIV INC Energy 306.0 $16K 0.00% NEW $52.65 +26.9%
406 SU SUNCOR ENERGY INC Energy 300.0 $16K 0.00% NEW $53.68 +27.5%
407 FDS FACTSET RESEARCH SYSTEM Financial Services 67.0 $15K 0.00% NEW $230.07 +30.4%
408 SCHE SCHWAB EMERGING MARKETS EQUITY ETF 421.0 $15K 0.00% NEW $36.26 +2.0%
409 STT STATE STREET CORP Financial Services 86.0 $15K 0.00% NEW $169.60 +10.3%
410 IYR ISHARES U.S. REAL ESTATE ETF 142.0 $15K 0.00% NEW $102.25 +2.4%
411 IWS ISHARES RUSSELL MID-CAP VALUE ETF 87.0 $14K 0.00% NEW $164.60 +4.5%
412 IHF ISHARES US HEALTHCASE PROVIDERS ETF 250.0 $14K 0.00% NEW $55.33 +2.9%
413 YUM YUM! BRANDS INC. Consumer Cyclical 86.0 $14K 0.00% NEW $159.86 -4.3%
414 WY WEYERHAEUSER CO Real Estate 551.0 $13K 0.00% NEW $23.94 +2.0%
415 SEIC SEI INVESTMENTS CO. Financial Services 145.0 $13K 0.00% NEW $87.71 +24.9%
416 FIDU FIDELITY MSCI INDUSTRIAL INDEX ETF 125.0 $12K 0.00% NEW $99.61 -4.0%
417 PGR PROGRESSIVE CORP-OHIO Financial Services 55.0 $12K 0.00% NEW $218.45 +0.4%
418 BAX BAXTER INTERNATIONAL INC. Healthcare 547.0 $12K 0.00% NEW $21.32 +23.5%
419 ING ING GROEP N.V.-SPONSORED ADR Financial Services 371.0 $12K 0.00% NEW $31.38 +11.0%
420 PICK ISHARES INC 200.0 $12K 0.00% NEW $58.15 +13.0%
Page 21 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%