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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 8 of 42  ·  840 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MS MORGAN STANLEY Financial Services 2,535.0 $530K 0.04% NEW $209.04 -0.7%
142 ADI ANALOG DEVICES INC Technology 1,150.0 $457K 0.04% NEW $397.17 -6.8%
143 DFAX DIMENSIONAL WORLD EX US CORE 12,372.0 $456K 0.04% NEW $36.84 +2.7%
144 PSA PUBLIC STORAGE Real Estate 1,386.0 $441K 0.04% NEW $318.31 +1.4%
145 MMM 3M CO Industrials 2,610.0 $423K 0.04% NEW $161.91 +10.0%
146 ADP AUTOMATIC DATA PROCESSING Industrials 1,883.0 $422K 0.04% NEW $223.95 +24.7%
147 AMT AMERICAN TOWER CORP Real Estate 2,573.0 $421K 0.04% NEW $163.57 +7.4%
148 ROST ROSS STORES INC Consumer Cyclical 1,976.0 $421K 0.04% NEW $212.85 +7.6%
149 FANG DIAMONDBACK ENERGY INC Energy 2,324.0 $409K 0.04% NEW $175.78 +20.0%
150 VTV Vanguard Morningstar Value ETF 1,862.0 $406K 0.04% NEW $217.93 +3.3%
151 XBI ST STR SPDR S&P BIOTECH ETF 2,555.0 $404K 0.04% NEW $158.25 +3.2%
152 ATO ATMOS ENERGY CORPORATION Utilities 2,294.0 $395K 0.03% NEW $172.27 -1.0%
153 ADSK AUTODESK INC Technology 2,000.0 $389K 0.03% NEW $194.42 +29.1%
154 PLD PROLOGIS INC Real Estate 2,790.0 $378K 0.03% NEW $135.47 +3.8%
155 MLM MARTIN MARIETTA MATERIALS INC Basic Materials 654.0 $377K 0.03% NEW $576.70 -8.9%
156 DHR DANAHER CORP DEL COM Healthcare 1,945.0 $370K 0.03% NEW $190.48 +13.4%
157 XLI State Street Industrial Select Sector SPDR ET 1,999.0 $370K 0.03% NEW $185.23 -2.9%
158 DLR DIGITAL REALTY TRUST INC Real Estate 1,989.0 $357K 0.03% NEW $179.58 +8.2%
159 MTZ MASTEC INC Industrials 847.0 $352K 0.03% NEW $416.06 -34.7%
160 VOO VANGUARD S&P 500 ETF 507.0 $348K 0.03% NEW $686.81 +2.1%
Page 8 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 33.9%
Financial Services 19.8%
Consumer Cyclical 10.1%
Healthcare 9.2%
Communication Services 7.7%
Industrials 7.1%
Consumer Defensive 5.4%
Energy 2.9%
Utilities 2.6%
Real Estate 0.7%