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CIK: 0001908186
Total reported value
$368.1M
$368.1M
414 檔
31.8%
According to the latest 13F quarterly dataset, Missouri Trust & Investment Co managed an equity portfolio of $368.1M at the end of Q1 2025, spanning 414 distinct U.S. exchange-listed positions.
During Q1 2025, 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 414 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 14.00% | -1.16% | +0.27% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 10.52% | +1.31% | -0.26% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 9.05% | +1.28% | -0.20% | |
| 4 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 4.26% | +0.33% | +0.45% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.20% | +0.19% | +2.27% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.80% | +0.05% | +0.57% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.59% | -0.07% | +4.70% | |
| 8 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 1.90% | -0.10% | +3.04% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.59% | +0.22% | -2.04% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.46% | +0.08% | +2.70% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.42% | +0.34% | +2.07% | |
| 12 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.21% | +1.01% | +2.14% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 1.18% | -0.11% | +0.76% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.06% | +0.10% | +45.02% | |
| 15 | HON | Honeywell International Inc | Stock-Industrials | 1.00% | -0.99% | EXIT | |
| 16 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.97% | +0.01% | +7.36% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.92% | +0.17% | +4.29% | |
| 18 | GQRE | Flexshares Global Quality Re | ETF-Other | 0.91% | +0.01% | +5.65% | |
| 19 | NFRA | Flexshares Stoxx Global Broa | ETF-Other | 0.90% | -0.06% | +0.38% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.89% | +0.04% | -0.68% | |
| 21 | CRM | Salesforce Inc | Stock-Tech | 0.89% | +0.04% | +1.21% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.85% | +0.03% | -3.34% | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 0.81% | -0.11% | +20.26% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.80% | -0.02% | +3.52% | |
| 25 | BA | Boeing Co/the | Stock-Industrials | 0.78% | +0.02% | +13.02% | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.77% | +0.25% | +8.80% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.77% | -0.05% | +0.34% | |
| 28 | AMT | American Tower CORP | Stock-Real Estate | 0.75% | +0.02% | +6.77% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.70% | +0.06% | -4.22% | |
| 30 | ARKK | Ark Innovation ETF | ETF-Other | 0.69% | +0.01% | +11.53% | |
| 31 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.68% | -0.48% | EXIT | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.66% | -0.13% | -1.78% | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 0.64% | +0.01% | -13.54% | |
| 34 | BX | Blackstone Inc | Stock-Financials | 0.62% | +0.06% | +5.37% | |
| 35 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.60% | -0.02% | -6.25% | |
| 36 | NEE | Nextera Energy Inc | Stock-Utilities | 0.59% | -0.06% | +9.60% | |
| 37 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.59% | -0.02% | +12.08% | |
| 38 | CVS | Cvs Health CORP | Stock-Healthcare | 0.58% | +0.20% | +11.10% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.52% | +0.02% | -0.70% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | — | -1.79% | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.51% | +0.19% | -0.82% | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.50% | — | -11.33% | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.49% | -0.05% | +16.85% | |
| 44 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.49% | +0.04% | +22.66% | |
| 45 | ZBH | Zimmer Biomet Holdings Inc | Stock-Healthcare | 0.49% | +0.10% | +7.95% | |
| 46 | FDX | Fedex CORP | Stock-Industrials | 0.48% | +0.10% | +6.94% | |
| 47 | PFE | Pfizer Inc | Stock-Healthcare | 0.47% | -0.06% | +3.03% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.46% | — | +20.77% | |
| 49 | USB | US Bancorp | Stock-Financials | 0.46% | +0.01% | — | |
| 50 | BBWI | Bath & Body Works Inc | Stock-Consumer Disc | 0.45% | +0.14% | +6.65% |
According to official SEC Form 13F filings, Missouri Trust & Investment Co reported a total U.S. public equity portfolio value of $368.1M across 414 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ORLY, AAPL, MSFT) accounted for 31.8% of total reported equity market value during Q1 2025.
During Q1 2025, Missouri Trust & Investment Co's top holdings by market value included ORLY (14.0%)、AAPL (10.5%)、MSFT (9.1%). The largest single position, ORLY, represented 14.0% of total portfolio value.
In Q1 2025, 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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