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CIK: 0001908186
Total reported value
$368.1M
$368.1M
412 檔
38.1%
As reported in its official Q3 2025 Form 13F filing, Missouri Trust & Investment Co's tracked investment portfolio stood at $368.1M with 412 total positions.
In Q3 2025, Missouri Trust & Investment Co displayed an active expansion posture, initiating 19 new positions and adding to 79 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 412 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 13.25% | -1.16% | +0.01% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 10.53% | +1.28% | +0.11% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 10.38% | +1.31% | -0.41% | |
| 4 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 4.02% | +0.33% | -1.59% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.22% | +0.19% | -0.62% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.88% | +0.05% | +5.57% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.52% | -0.07% | -3.29% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.72% | +0.22% | +0.35% | |
| 9 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 1.64% | -0.10% | +1.25% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.53% | +0.10% | -0.99% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.43% | +0.34% | +4.68% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.41% | +0.08% | -1.06% | |
| 13 | ORCL | Oracle CORP | Stock-Tech | 1.35% | -0.11% | -2.56% | |
| 14 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.23% | +1.01% | +1.81% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.20% | +0.17% | -1.38% | |
| 16 | ARKK | Ark Innovation ETF | ETF-Other | 0.96% | +0.01% | -6.18% | |
| 17 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.92% | +0.01% | -0.41% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 0.92% | -0.11% | -1.68% | |
| 19 | HON | Honeywell International Inc | Stock-Industrials | 0.87% | -0.99% | EXIT | |
| 20 | NFRA | Flexshares Stoxx Global Broa | ETF-Other | 0.86% | -0.06% | +4.29% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.84% | +0.04% | — | |
| 22 | BA | Boeing Co/the | Stock-Industrials | 0.84% | +0.02% | +2.13% | |
| 23 | GQRE | Flexshares Global Quality Re | ETF-Other | 0.81% | +0.01% | +0.05% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.81% | +0.03% | — | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.80% | -0.05% | -3.40% | |
| 26 | CRM | Salesforce Inc | Stock-Tech | 0.71% | +0.04% | +4.25% | |
| 27 | NEE | Nextera Energy Inc | Stock-Utilities | 0.68% | -0.06% | +24.33% | |
| 28 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.67% | -0.02% | -3.41% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.65% | -0.13% | -0.68% | |
| 30 | BX | Blackstone Inc | Stock-Financials | 0.64% | +0.06% | -0.68% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.64% | +0.06% | — | |
| 32 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.64% | -0.48% | EXIT | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.62% | -0.02% | +0.38% | |
| 34 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.61% | +0.25% | +23.52% | |
| 35 | CVS | Cvs Health CORP | Stock-Healthcare | 0.60% | +0.20% | -2.07% | |
| 36 | AMT | American Tower CORP | Stock-Real Estate | 0.57% | +0.02% | +1.67% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.55% | +0.01% | — | |
| 38 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.54% | -0.02% | +6.68% | |
| 39 | RKT | Rocket Cos Inc-class A | Stock-Financials | 0.52% | — | -3.05% | |
| 40 | CSCO | Cisco Systems Inc | Stock-Tech | 0.52% | +0.19% | — | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.51% | +0.04% | — | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.50% | -0.05% | +1.86% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.49% | +0.02% | +0.28% | |
| 44 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.49% | +0.04% | -0.03% | |
| 45 | ZBH | Zimmer Biomet Holdings Inc | Stock-Healthcare | 0.46% | +0.10% | +5.85% | |
| 46 | USB | US Bancorp | Stock-Financials | 0.44% | +0.01% | — | |
| 47 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.43% | -0.13% | -3.22% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.43% | -0.02% | -0.46% | |
| 49 | PFE | Pfizer Inc | Stock-Healthcare | 0.42% | -0.06% | +4.53% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | — | +2.37% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.5% | +0.11% | Add |
| 2 | ORCL | Oracle CORP | +0.5% | -2.56% | Trim |
| 3 | NVDA | Nvidia CORP | +0.5% | -0.99% | Trim |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | -1.38% | Trim |
| 5 | ARKK | Ark Innovation ETF | +0.3% | -6.18% | Trim |
| 6 | JPM | Jpmorgan Chase & Co | +0.1% | +0.35% | Trim |
| 7 | AVGO | Broadcom Inc | +0.1% | -4.07% | Trim |
| 8 | RKT | Rocket Cos Inc-class A | +0.1% | -3.05% | Trim |
| 9 | GEV | GE Vernova Inc | +0.1% | — | Unchanged |
| 10 | NEE | Nextera Energy Inc | +0.1% | +24.33% | Add |
| 11 | CAT | Caterpillar Inc | +0.1% | — | Trim |
| 12 | JNJ | Johnson & Johnson | +0.1% | +2821.00% | Add |
| 13 | SCHM | Schwab US Mid Cap ETF | +0.1% | +5.57% | Add |
| 14 | BABA | Alibaba Group Holding-sp Adr | +0.1% | -3.41% | Trim |
| 15 | BA | Boeing Co/the | +0.1% | +2.13% | Add |
| 16 | GE | General Electric | +0.1% | +3.64% | Add |
| 17 | XLK | Ss Technology Select Sector | +0.1% | — | Add |
| 18 | BIIB | Biogen Inc | +0.1% | +7.87% | Add |
| 19 | XAR | Ss Spdr S&p Aerospace Def | 0% | — | Unchanged |
| 20 | NFLX | Netflix Inc | 0% | +21.43% | Add |
| 21 | ETN | Eaton Corporation plc | 0% | +0.09% | Add |
| 22 | META | Meta Platforms Inc-class A | 0% | -3.40% | Trim |
| 23 | GOOG | Alphabet Inc-cl C | 0% | -2.80% | Trim |
| 24 | HAL | Halliburton Co | 0% | +12.24% | Add |
| 25 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 26 | VUG | Vanguard Growth ETF | 0% | +11.80% | Add |
| 27 | GLD | Spdr Gold Shares | 0% | — | Add |
| 28 | SCHA | Schwab US Small-cap ETF | 0% | -0.62% | Add |
| 29 | PANW | Palo Alto Networks Inc | 0% | +1.81% | Add |
| 30 | BX | Blackstone Inc | 0% | -0.68% | Add |
| 31 | CVS | Cvs Health CORP | 0% | -2.07% | Add |
| 32 | TJX | Tjx Companies Inc | 0% | +3.29% | Add |
| 33 | SCHG | Schwab US Large-cap Growth | 0% | — | Unchanged |
| 34 | VGT | Vanguard Info Tech ETF | 0% | — | Unchanged |
| 35 | MS | Morgan Stanley | 0% | -4.00% | Trim |
| 36 | XLF | Ss Financial Select Sector | 0% | +6.49% | Add |
| 37 | QQQ | Invesco Qqq Trust Series 1 | 0% | +29.87% | Add |
| 38 | XLI | Ss Industrial Select Sector | 0% | — | Add |
| 39 | MDT | Medtronic plc | 0% | +981.00% | Add |
| 40 | XLC | Ss Comm Select Sector Spdr | 0% | — | Add |
| 41 | XLY | Ss Consumer Disc Select Sect | 0% | — | Add |
| 42 | XLV | Ss Health Care Select Sector | 0% | -1.83% | Add |
| 43 | IWP | Ishares Russell Mid-cap Grow | 0% | +294.00% | Add |
| 44 | AMZN | Amazon.com Inc | 0% | +4.68% | Add |
| 45 | CSCO | Cisco Systems Inc | 0% | — | Add |
| 46 | DIS | Walt Disney Co/the | 0% | +1.86% | Add |
| 47 | LLY | Eli Lilly & Co | 0% | +26.91% | Add |
| 48 | IWM | Ishares Russell 2000 ETF | 0% | +1.56% | Add |
| 49 | RTX | Rtx CORP | 0% | -0.51% | Trim |
| 50 | VOX | Vanguard Communication Servi | 0% | — | Unchanged |
According to official SEC Form 13F filings, Missouri Trust & Investment Co reported a total U.S. public equity portfolio value of $368.1M across 412 disclosed positions in Q3 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, MSFT, AAPL) accounted for 38.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
TCHP
市值: $303.1K
Top Position Liquidated / Trimmed
0VVB
前期市值: $288.4K
During Q3 2025, Missouri Trust & Investment Co's top holdings by market value included ORLY (13.3%)、MSFT (10.5%)、AAPL (10.4%). The largest single position, ORLY, represented 13.3% of total portfolio value.
In Q3 2025, Missouri Trust & Investment Co made 167 total portfolio adjustments, initiating 19 new buys, adding to 79 positions, trimming 61 holdings, and fully liquidating 8 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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