MOTCO Q4 2025 Filing

Filed February 6, 2026

Portfolio Value

$1.1B

Holdings

631

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (631 positions)

#StockSharesValue% PortfolioType
1
AVGOBROADCOM INC
123,924$42.0M3.81%
2
GOOGLALPHABET INC CL A
107,161$33.0M2.99%
3
SPYSTATE STREET SPDR S&P 500 ETF TRUST
45,065$30.0M2.72%
4
JPMJPMORGAN CHASE & CO
83,204$26.0M2.36%
5
AAPLAPPLE INC.
98,473$26.0M2.36%
6
MSFTMICROSOFT CORPORATION
55,244$26.0M2.36%
7
APHAMPHENOL CORP - CLASS A
175,802$22.0M1.99%
8
NVDANVIDIA CORPORATION
118,345$21.0M1.90%
9
USTBVICTORY SHARES S-T BOND ETF
352,272$17.0M1.54%
10
GQ9SPDR GOLD TRUST
44,272$17.0M1.54%
11
RUSHARUSH ENTERPRISES INC-CL A
316,803$17.0M1.54%
12
GSGOLDMAN SACHS GROUP INC
19,579$16.0M1.45%
13
WMTWAL-MART, INC.
144,358$15.0M1.36%
14
METAMETA PLATFORMS INC.
23,927$15.0M1.36%
15
LLYELI LILLY & CO
15,222$15.0M1.36%
16
AMZNAMAZON.COM INC.
67,530$15.0M1.36%
17
TJXTJX COMPANIES INC
99,457$14.0M1.27%
18
JNJJOHNSON & JOHNSON
70,998$14.0M1.27%
19
APOAPOLLO GLOBAL MANAGEMENT INC
92,038$12.0M1.09%
20
COSTCOSTCO WHOLESALE CORP.
15,494$12.0M1.09%
21
MCHPMICROCHIP TECHNOLOGY INC
197,338$12.0M1.09%
22
TMOTHERMO FISHER SCIENTIFIC INC
22,960$12.0M1.09%
23
ULTAULTA BEAUTY INC
21,235$12.0M1.09%
24
PANWPALO ALTO NETWORKS INC
70,668$12.0M1.09%
25
BKNGBOOKING HOLDINGS INC
2,286$11.0M1.00%
26
VVISA INC
34,808$11.0M1.00%
27
XOMEXXON MOBIL CORPORATION
101,296$11.0M1.00%
28
MCKMCKESSON CORPORATION
14,560$11.0M1.00%
29
SCHWCHARLES SCHWAB CORP NEW
122,990$11.0M1.00%
30
ICEINTERCONTINENTAL EXCHANGE GROUP INC
73,936$11.0M1.00%
31
INTUINTUIT COM
16,716$10.0M0.91%
32
CRMSALESFORCE INC.
40,682$10.0M0.91%
33
NFLXNETFLIX INC
115,101$10.0M0.91%
34
UNPUNION PACIFIC CORPORATION
46,532$10.0M0.91%
35
IQVIQVIA HOLDINGS INC
47,862$10.0M0.91%
36
SPGIS&P GLOBAL INC
20,938$10.0M0.91%
37
WMWASTE MANAGEMENT INC (NEW)
51,004$10.0M0.91%
38
LOWLOWE'S COS. INC.
43,894$10.0M0.91%
39
UBERUBER TECHNOLOGIES INC
121,937$9.0M0.82%
40
CVXCHEVRON CORPORATION
64,092$9.0M0.82%
41
NEENEXTERA ENERGY
122,115$9.0M0.82%
42
PGPROCTER & GAMBLE CO.
66,629$9.0M0.82%
43
AONAON PLC COM
29,073$9.0M0.82%
44
FMBFIRST TRUST MANAGED MUNICIPAL ETF
185,177$9.0M0.82%
45
ETNEATON CORP PLC
31,408$9.0M0.82%
46
TMUST-MOBILE US INC
50,781$9.0M0.82%
47
ROPROPER TECHNOLOGIES INC
20,073$8.0M0.73%
48
BKBANK OF NEW YORK MELLON CORP
70,237$8.0M0.73%
49
GLWCORNING INCORPORATED
93,947$8.0M0.73%
50
MSIMOTOROLA SOLUTIONS INC
21,563$8.0M0.73%
51
SPTLSTATE STREET SPDR PORTFOLIO LT TREASURY
336,170$8.0M0.73%
52
ADBEADOBE INC
24,810$8.0M0.73%
53
ACNACCENTURE PLC
33,358$8.0M0.73%
54
LINLINDE PLC
17,435$7.0M0.63%
55
SYKSTRYKER CORP
23,463$7.0M0.63%
56
EMREMERSON ELECTRIC COMPANY
50,045$6.0M0.54%
57
CSCOCISCO SYSTEMS INC
91,482$6.0M0.54%
58
KOCOCA COLA CO.
90,899$6.0M0.54%
59
NOCNORTHROP GRUMMAN CORP
12,432$6.0M0.54%
60
NXPINXP SEMICONDUCTORS NV
31,623$6.0M0.54%
61
IAU*ISHARES GOLD TRUST
78,774$6.0M0.54%
62
FANGDIAMONDBACK ENERGY INC
35,735$5.0M0.45%
63
MDYSTATE STREET SPDR S&P MIDCAP 400 ETF TRUST
9,266$5.0M0.45%
64
AZNASTRAZENECA PLC-SPONS ADR
57,872$5.0M0.45%
65
IVVISHARES CORE SP 500 ETF
7,436$5.0M0.45%
66
MCDMCDONALDS CORP.
17,723$5.0M0.45%
67
CITCINTAS CORPORATION
27,827$5.0M0.45%
68
HDHOME DEPOT INC
15,850$5.0M0.45%
69
BXBLACKSTONE INC
36,662$5.0M0.45%
70
QCOMQUALCOMM INC
34,826$5.0M0.45%
71
AEPAMERICAN ELECTRIC POWER COMPANY
43,853$4.0M0.36%
72
APDAIR PRODUCTS & CHEMICAL INC
17,514$4.0M0.36%
73
IBMIBM
17,156$4.0M0.36%
74
TXNTEXAS INSTRUMENTS
28,632$4.0M0.36%
75
ABBVABBVIE INC
19,583$4.0M0.36%
76
DELLDELL TECHNOLOGIES INC
39,353$4.0M0.36%
77
MRKMERCK & CO INC
47,983$4.0M0.36%
78
LIESUN LIFE FINANCIAL INC
72,766$4.0M0.36%
79
DRIDARDEN RESTAURANTS, INC.
23,946$4.0M0.36%
80
PAYXPAYCHEX INC COM
36,934$4.0M0.36%
81
CMECME GROUP INC
17,669$4.0M0.36%
82
USBUS BANCORP DEL COM NEW
89,409$4.0M0.36%
83
LMTLOCKHEED MARTIN CORPORATION
8,792$4.0M0.36%
84
WECWEC ENERGY GROUP INC
44,195$4.0M0.36%
85
PNCPNC FINANCIAL SERVICES GROUP, INC.
22,416$4.0M0.36%
86
BACVERIZON COMMUNICATIONS
100,466$4.0M0.36%
87
PEPPEPSICO INC.
28,550$4.0M0.36%
88
ULUNILEVER ADR
67,306$4.0M0.36%
89
JGROJPMORGAN ACTIVE GROWTH ETF
40,237$3.0M0.27%
90
AVDEAVANTIS INTERNATIONAL EQUITY ETF
39,573$3.0M0.27%
91
CMCSACOMCAST CORP. CLASS A
121,966$3.0M0.27%
92
VICIVICI PROPERTIES INC
112,435$3.0M0.27%
93
SLBSLB Limited
106,108$3.0M0.27%
94
SNYSANOFI-AVENTIS - ADR
68,651$3.0M0.27%
95
PEGPUBLIC SERVICE ENTERPRISE GROUP INC.
46,905$3.0M0.27%
96
CICIGNA GROUP
13,693$3.0M0.27%
97
PVALPUTNAM FOCUSED LARGE CAP VALUE ETF
83,738$3.0M0.27%
98
GPCGENUINE PARTS CO.
30,691$3.0M0.27%
99
PFEPFIZER INC
125,849$3.0M0.27%
100
GOOGALPHABET INC CL C
8,721$2.0M0.18%
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