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CIK: 0001908186
Total reported value
$368.1M
$368.1M
436 檔
31.8%
As reported in its official Q4 2024 Form 13F filing, Missouri Trust & Investment Co's tracked investment portfolio stood at $368.1M with 436 total positions.
During Q4 2024, Missouri Trust & Investment Co's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 436 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 11.89% | +1.31% | -8.52% | |
| 2 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 11.55% | -1.16% | -7.58% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 10.19% | +1.28% | +0.49% | |
| 4 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 3.97% | +0.33% | +1.36% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.46% | +0.19% | +105.62% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.94% | +0.05% | +239.84% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.40% | -0.07% | +6.36% | |
| 8 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 1.85% | -0.10% | +2.14% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.60% | +0.34% | -0.92% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.58% | +0.22% | -0.49% | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.49% | +0.08% | +186.66% | |
| 12 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.26% | +1.01% | +96.45% | |
| 13 | CRM | Salesforce Inc | Stock-Tech | 1.10% | +0.04% | +1.03% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.07% | +0.17% | +2.15% | |
| 15 | HON | Honeywell International Inc | Stock-Industrials | 1.03% | -0.99% | EXIT | |
| 16 | CVX | Chevron CORP | Stock-Energy | 1.01% | -0.11% | +4.10% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.96% | +0.04% | +14.01% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.91% | +0.10% | +1.53% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.90% | +0.03% | -0.30% | |
| 20 | GQRE | Flexshares Global Quality Re | ETF-Other | 0.85% | +0.01% | +14.54% | |
| 21 | NFRA | Flexshares Stoxx Global Broa | ETF-Other | 0.84% | -0.06% | +4.43% | |
| 22 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.84% | +0.01% | +6.34% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.81% | +0.06% | +11.78% | |
| 24 | ORCL | Oracle CORP | Stock-Tech | 0.80% | -0.11% | -0.79% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.78% | -0.05% | -3.44% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.76% | -0.02% | +0.71% | |
| 27 | ARKK | Ark Innovation ETF | ETF-Other | 0.74% | +0.01% | -4.43% | |
| 28 | BX | Blackstone Inc | Stock-Financials | 0.72% | +0.06% | +3.81% | |
| 29 | BA | Boeing Co/the | Stock-Industrials | 0.71% | +0.02% | -3.30% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.71% | +0.01% | -0.70% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.69% | -0.13% | +2.60% | |
| 32 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.69% | -0.48% | EXIT | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.69% | +0.25% | +23.02% | |
| 34 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.68% | -0.02% | +0.97% | |
| 35 | AMT | American Tower CORP | Stock-Real Estate | 0.59% | +0.02% | +16.01% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.56% | — | +195.36% | |
| 37 | NEE | Nextera Energy Inc | Stock-Utilities | 0.55% | -0.06% | +4.18% | |
| 38 | BBWI | Bath & Body Works Inc | Stock-Consumer Disc | 0.54% | +0.14% | +7.21% | |
| 39 | USB | US Bancorp | Stock-Financials | 0.52% | +0.01% | — | |
| 40 | FDX | Fedex CORP | Stock-Industrials | 0.52% | +0.10% | +3.81% | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.49% | +0.19% | -0.47% | |
| 42 | PFE | Pfizer Inc | Stock-Healthcare | 0.48% | -0.06% | +3.61% | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.48% | -0.05% | -4.88% | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.47% | +0.04% | — | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.46% | -0.02% | -1.14% | |
| 46 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.46% | -0.06% | -2.12% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.45% | +0.02% | +0.36% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.44% | — | +0.22% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.43% | -0.05% | +0.23% | |
| 50 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.42% | -0.13% | -14.28% |
According to official SEC Form 13F filings, Missouri Trust & Investment Co reported a total U.S. public equity portfolio value of $368.1M across 436 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, ORLY, MSFT) accounted for 31.8% of total reported equity market value during Q4 2024.
During Q4 2024, Missouri Trust & Investment Co's top holdings by market value included AAPL (11.9%)、ORLY (11.6%)、MSFT (10.2%). The largest single position, AAPL, represented 11.9% of total portfolio value.
In Q4 2024, Missouri Trust & Investment Co made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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