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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 24 of 42  ·  840 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 WDS WOODSIDE PETROLEUM-SP ADR Energy 340.0 $7K 0.00% NEW $19.32 +25.9%
462 RWX STATE ST SPDR DOW JONES INTL REAL ESTATE ETF 242.0 $7K 0.00% NEW $27.01 +3.0%
463 MUFG MITSUBISHI UFJ FINANCIAL GROUP, INC. ADR Financial Services 322.0 $6K 0.00% NEW $19.89 +10.8%
464 DVN DEVON ENERGY CORPORATION Energy 144.0 $6K 0.00% NEW $41.32 +18.8%
465 HBAN HUNTINGTON BANCSHARES INCORPORATED Financial Services 325.0 $6K NEW $17.73 -3.9%
466 VTWO VANGUARD SCOTTSDALE FDS VANGUARD RUSS 47.0 $6K NEW $121.43 -0.1%
467 MCO MOODY'S CORPORATION Financial Services 12.0 $5K NEW $452.92 +11.1%
468 HLN HALEON PLC-ADR Healthcare 569.0 $5K NEW $9.33 +7.2%
469 SMFG SUMITOMO MITSUI FINANCIAL GROUP INC ADR Financial Services 220.0 $5K NEW $23.58 +6.2%
470 BBVA BANCO BILBAO VIZCAYA ARGENTARIA SA-ADR Financial Services 207.0 $5K NEW $25.06 +15.9%
471 VGSH VANGUARD SHORT-TERM TREASURY 89.0 $5K NEW $58.20 -0.1%
472 USIG ISHARES INVESTMENT GRADE CORP BOND ETF 98.0 $5K NEW $51.29 -2.1%
473 TROW T ROWE PRICE GROUP INC Financial Services 44.0 $5K NEW $113.68 -1.9%
474 ABB LTD-SPON ADR 44.0 $5K NEW $108.57
475 CPRT COPART INC Industrials 168.0 $5K NEW $28.19 +19.9%
476 FNCL FIDELITY MSCI FINANCIALS INDEX ETF 61.0 $5K NEW $76.56 +7.0%
477 CRWD CROWDSTRIKE HOLDINGS INC-A Technology 6.0 $5K NEW $190.79 +0.6%
478 EWJ ISHARES MSCI JAPAN ETF 49.0 $5K NEW $93.27 +2.1%
479 WDC WESTERN DIGITAL CORPORATION Technology 7.0 $4K NEW $638.71 -28.1%
480 SONY SONY CORP-SPONSORED ADR Technology 221.0 $4K NEW $20.06 +19.2%
Page 24 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%