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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 26 of 42  ·  840 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 EXR EXTRA SPACE STORAGE INC Real Estate 23.0 $3K NEW $145.30 +1.0%
502 VST VISTRA CORP Utilities 21.0 $3K NEW $158.62 -14.1%
503 NWBI NORTHWEST BANCSHARES INC Financial Services 215.0 $3K NEW $15.16 +1.7%
504 FCX FREEPORT-MCMORAN INC Basic Materials 51.0 $3K NEW $62.88 +21.9%
505 ISRG INTUITIVE SURGICAL INC Healthcare 8.0 $3K NEW $397.62 -4.7%
506 AME AMETEK INC (NEW) Industrials 13.0 $3K NEW $241.92 -1.0%
507 LYG LLOYDS BANKING GROUP PLC SP ADR Financial Services 537.0 $3K NEW $5.83 +3.2%
508 NGG NATIONAL GRID PLC Utilities 35.0 $3K NEW $82.86 -3.7%
509 BKR BAKER HUGHES A GE CO Energy 52.0 $3K NEW $55.50 +12.3%
510 GLDM SPDR GOLD MINISHARES ETF Financial Services 36.0 $3K NEW $79.42 +15.0%
511 ARGX ARGENX SE SPONS ADR Healthcare 3.0 $3K NEW $927.67 +12.1%
512 DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 16.0 $3K NEW $173.50 +2.3%
513 CB CHUBB LTD Financial Services 8.0 $3K NEW $340.75 +0.1%
514 GWW GRAINGER WW Industrials 2.0 $3K NEW $1360.00 -3.5%
515 BUD ANHEUSER-BUSCH INBEV NV-SPN ADR Consumer Defensive 33.0 $3K NEW $82.39 -4.2%
516 REGCO REGENCY CENTERS CORP 34.0 $3K NEW $79.74
517 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 51.0 $3K NEW $52.65 +28.3%
518 SNPS SYNOPSYS INC Technology 6.0 $3K NEW $446.00 -10.8%
519 FENY FIDELIT MSCI ENERGY INDEX ETF 87.0 $3K NEW $29.56 +19.5%
520 FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX 25.0 $3K NEW $102.84 +0.3%
Page 26 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%