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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
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CIK: 0001306333
Total reported value
$1.2B
$1.2B
597 檔
10.7%
As reported in its official Q3 2024 Form 13F filing, Motco's tracked investment portfolio stood at $1.2B with 597 total positions.
During Q3 2024, Motco's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AVGO, SPY, MSFT) accounted for 10.7% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 597 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 2.77% | +0.42% | +788.51% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.71% | +0.16% | -0.25% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.58% | +0.40% | -2.05% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.39% | +1.14% | -5.59% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.06% | +0.05% | -7.57% | |
| 6 | RUSHA | Rush Enterprises Inc-cl A | Stock-Consumer Disc | 1.66% | +0.05% | — | |
| 7 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.49% | -0.02% | -6.32% | |
| 8 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.43% | -0.08% | -5.38% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.41% | +0.35% | -10.87% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.40% | -0.19% | -7.64% | |
| 11 | APH | Amphenol Corp-cl A | Stock-Tech | 1.35% | +0.49% | -8.02% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.33% | +0.08% | -5.09% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 1.32% | -0.28% | -6.92% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.31% | +0.48% | -6.04% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.30% | -0.08% | -6.32% | |
| 16 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.28% | -0.04% | +0.46% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.25% | -0.08% | -24.32% | |
| 18 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.24% | +1.04% | -7.98% | |
| 19 | GLD | Spdr Gold Shares | ETF-Commodities | 1.24% | -0.38% | -12.40% | |
| 20 | APO | Apollo Global Management Inc | Stock-Financials | 1.22% | -0.46% | -8.27% | |
| 21 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.22% | -0.19% | -7.63% | |
| 22 | ICE | Intercontinental Exchange In | Stock-Financials | 1.21% | -0.62% | -7.58% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 1.19% | -0.42% | -7.55% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.17% | +0.25% | +45.77% | |
| 25 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.15% | -0.24% | -6.35% | |
| 26 | USTB | Victoryshares Short-term Bon | ETF-Other | 1.13% | -0.10% | — | |
| 27 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.11% | -0.12% | -3.87% | |
| 28 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.09% | +0.11% | -8.38% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.09% | +0.01% | -5.03% | |
| 30 | CRM | Salesforce Inc | Stock-Tech | 1.06% | -0.14% | -4.37% | |
| 31 | SPGI | S&p Global Inc | Stock-Financials | 1.05% | -0.31% | -7.48% | |
| 32 | FMB | First Trust Managed Municipa | ETF-Other | 1.05% | -0.06% | -0.43% | |
| 33 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.05% | — | — | |
| 34 | WM | Waste Management Inc | Stock-Industrials | 1.04% | -0.11% | -6.88% | |
| 35 | ROP | Roper Technologies Inc | Stock-Tech | 1.04% | — | -4.80% | |
| 36 | ACN | Accenture plc | Stock-Tech | 1.03% | -0.40% | -4.06% | |
| 37 | AON | Aon plc | Stock-Financials | 1.03% | -0.03% | -5.63% | |
| 38 | ZTS | Zoetis Inc | Stock-Healthcare | 1.03% | — | NEW | |
| 39 | UNP | Union Pacific CORP | Stock-Industrials | 1.02% | +0.03% | -4.25% | |
| 40 | ADBE | Adobe Inc | Stock-Tech | 1.01% | -0.01% | -3.28% | |
| 41 | INTU | Intuit Inc | Stock-Tech | 0.99% | -0.73% | -6.61% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.99% | +0.06% | -4.26% | |
| 43 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.98% | — | -3.90% | |
| 44 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.97% | — | -3.33% | |
| 45 | HON | Honeywell International Inc | Stock-Industrials | 0.97% | -0.05% | EXIT | |
| 46 | NEE | Nextera Energy Inc | Stock-Utilities | 0.94% | -0.14% | -6.14% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.94% | -0.32% | -4.27% | |
| 48 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.89% | -0.78% | -5.23% | |
| 49 | MCHP | Microchip Technology Inc | Stock-Tech | 0.88% | +0.34% | -3.82% | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.80% | — | -5.70% |
According to official SEC Form 13F filings, Motco reported a total U.S. public equity portfolio value of $1.2B across 597 disclosed positions in Q3 2024.
During Q3 2024, Motco's top holdings by market value included AVGO (2.8%)、SPY (2.7%)、MSFT (2.6%). The largest single position, AVGO, represented 2.8% of total portfolio value.
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In Q3 2024, Motco 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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