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CIK: 0001908186
Total reported value
$368.1M
$368.1M
426 檔
33.5%
At the close of Q2 2025, Missouri Trust & Investment Co disclosed equity holdings valued at approximately $368.1M, spread across 426 reported holdings.
During Q2 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 426 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 12.25% | -1.16% | +1394.11% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 11.17% | +1.28% | +0.01% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 9.28% | +1.31% | +2.64% | |
| 4 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 4.28% | +0.33% | -2.14% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.25% | +0.19% | +0.92% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.85% | +0.05% | +2.34% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.62% | -0.07% | -2.25% | |
| 8 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 1.78% | -0.10% | -0.89% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.74% | +0.22% | -0.48% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.51% | +0.34% | -0.83% | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.46% | +0.08% | -2.74% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.45% | +0.10% | +0.77% | |
| 13 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.34% | +1.01% | -0.76% | |
| 14 | ORCL | Oracle CORP | Stock-Tech | 1.19% | -0.11% | +0.48% | |
| 15 | HON | Honeywell International Inc | Stock-Industrials | 1.01% | -0.99% | EXIT | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.97% | +0.17% | +0.33% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 0.95% | -0.11% | +1.35% | |
| 18 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.93% | +0.01% | +0.53% | |
| 19 | ARKK | Ark Innovation ETF | ETF-Other | 0.92% | +0.01% | -3.02% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.91% | -0.05% | -0.13% | |
| 21 | NFRA | Flexshares Stoxx Global Broa | ETF-Other | 0.90% | -0.06% | -0.44% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.88% | +0.04% | — | |
| 23 | BA | Boeing Co/the | Stock-Industrials | 0.88% | +0.02% | -0.48% | |
| 24 | GQRE | Flexshares Global Quality Re | ETF-Other | 0.88% | +0.01% | +0.93% | |
| 25 | CRM | Salesforce Inc | Stock-Tech | 0.86% | +0.04% | +2.25% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.86% | +0.03% | -0.20% | |
| 27 | AMT | American Tower CORP | Stock-Real Estate | 0.71% | +0.02% | +0.20% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.71% | -0.02% | +1.00% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.69% | -0.13% | -0.02% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.65% | +0.06% | -5.22% | |
| 31 | BX | Blackstone Inc | Stock-Financials | 0.62% | +0.06% | +1.73% | |
| 32 | CVS | Cvs Health CORP | Stock-Healthcare | 0.62% | +0.20% | +12.57% | |
| 33 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.62% | -0.02% | -0.65% | |
| 34 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.60% | -0.48% | EXIT | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.60% | +0.01% | -1.66% | |
| 36 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.59% | -0.05% | +2.18% | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.59% | +0.19% | +10.63% | |
| 38 | NEE | Nextera Energy Inc | Stock-Utilities | 0.56% | -0.06% | +3.24% | |
| 39 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.50% | -0.13% | +13.86% | |
| 40 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.50% | +0.04% | -0.81% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.50% | +0.25% | +15.91% | |
| 42 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.49% | -0.02% | +2.92% | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.46% | +0.04% | -0.14% | |
| 44 | USB | US Bancorp | Stock-Financials | 0.46% | +0.01% | — | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.45% | — | — | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.44% | -0.02% | — | |
| 47 | ZBH | Zimmer Biomet Holdings Inc | Stock-Healthcare | 0.44% | +0.10% | +20.68% | |
| 48 | FDX | Fedex CORP | Stock-Industrials | 0.44% | +0.10% | +4.77% | |
| 49 | RKT | Rocket Cos Inc-class A | Stock-Financials | 0.44% | — | +1.07% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.44% | — | — |
According to official SEC Form 13F filings, Missouri Trust & Investment Co reported a total U.S. public equity portfolio value of $368.1M across 426 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including ORLY, MSFT, AAPL) accounted for 33.5% of total reported equity market value during Q2 2025.
During Q2 2025, Missouri Trust & Investment Co's top holdings by market value included ORLY (12.3%)、MSFT (11.2%)、AAPL (9.3%). The largest single position, ORLY, represented 12.3% of total portfolio value.
In Q2 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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