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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 9 of 42  ·  840 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 RTX RTX CORPORATION Industrials 1,808.0 $343K 0.03% NEW $189.73 +11.9%
162 DFUS DIMENSIONAL US EQUITY MARKET ETF 4,184.0 $343K 0.03% NEW $81.94 +1.6%
163 BAC BANK OF AMERICA CORP Financial Services 5,883.0 $335K 0.03% NEW $56.98 +8.6%
164 VLO VALERO ENERGY NEW Energy 1,287.0 $335K 0.03% NEW $260.44 +31.1%
165 CL COLGATE-PALMOLIVE COMPANY Consumer Defensive 3,641.0 $334K 0.03% NEW $91.68 -2.2%
166 IJK ISHARES SP MID CAP 400 GROWTH ETF 2,789.0 $328K 0.03% NEW $117.50 -2.1%
167 NLR VANECK URANIUM & NUCLEAR ETF 2,797.0 $324K 0.03% NEW $115.98 -1.2%
168 IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 1,767.0 $316K 0.03% NEW $178.60 -3.2%
169 SBUX STARBUCKS CORP Consumer Cyclical 3,012.0 $308K 0.03% NEW $102.19 +1.8%
170 CAT CATERPILLAR INC. Industrials 286.0 $305K 0.03% NEW $1064.90 -23.4%
171 DIS WALT DISNEY COMPANY Communication Services 3,117.0 $300K 0.03% NEW $96.25 +11.5%
172 AMGN AMGEN, INC Healthcare 825.0 $299K 0.03% NEW $362.12 +19.8%
173 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 3,550.0 $294K 0.03% NEW $82.84 -2.2%
174 RVTY REVVITY INC Healthcare 2,632.0 $293K 0.03% NEW $111.26 +11.6%
175 IJJ ISHARES SP MID CAP 400 VALUE ETF 1,979.0 $292K 0.03% NEW $147.73 +0.2%
176 PFE PFIZER INC Healthcare 12,121.0 $292K 0.03% NEW $24.08 +15.4%
177 EQIX EQUINIX INC Real Estate 275.0 $287K 0.03% NEW $1042.39 +3.9%
178 VGT VANGUARD INFORMATION TECHNOLOGY ETF 2,392.0 $286K 0.02% NEW $119.52 -1.0%
179 T AT&T INC. Communication Services 13,608.0 $282K 0.02% NEW $20.70 +21.5%
180 ESGU ISHARES ESG AWARE MSCI USA ETF 1,708.0 $280K 0.02% NEW $163.67 +2.0%
Page 9 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%