13F Insight
DOSSIER · 13F-HR · Q2 2026

MOTCO

$1.2B in tracked AUM across 977 positions as of Q2 2026.

M
CIK 0001306333 · last filed Jun 30, 2026
Total AUM
$1.2B
as of Q2 2026
Holdings
977
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

MOTCO filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AVGO
BROADCOM INC
$50M131K4.2%02
AAPL
APPLE INC.
$40M137K3.4%03
GOOGL
ALPHABET INC CL A
$38M106K3.2%04
SPY
STATE STREET SPDR S&P 500 ETF TRUST
$32M44K2.8%05
NVDA
NVIDIA CORPORATION
$31M157K2.7%06
MSFT
MICROSOFT CORPORATION
$31M84K2.7%07
APH
AMPHENOL CORP - CLASS A
$29M162K2.4%08
JPM
JPMORGAN CHASE & CO
$27M82K2.3%09
ICSH
ISHARES ULTRA SHORT-TERM BOND ETF
$26M519K2.2%10
PANW
PALO ALTO NETWORKS INC
$25M73K2.1%

Filing history

2026Q2Jun 30
$1.2B▲ 8.1%
977 positionsView →2026Q1Mar 31
$1.1B▼ 2.0%
737 positionsView →2025Q4Dec 31
$1.1B▲ 0.8%
829 positionsView →2025Q3Sep 30
$1.1B▲ 4.8%
847 positionsView →2025Q2Jun 30
$1.0B▲ 10.4%
811 positionsLocked2025Q1Mar 31
$947M▼ 2.9%
797 positionsLocked2024Q4Dec 31
$975M▼ 2.6%
599 positionsLocked2024Q3Sep 30
$1.0B▼ 40.9%
714 positionsLocked2024Q2Jun 30
$1.7B▲ 1.3%
879 positionsLocked2024Q1Mar 31
$1.7B▲ 7.2%
835 positionsLocked2023Q4Dec 31
$1.6B▲ 6.7%
914 positionsLocked2023Q3Sep 30
$1.5B▼ 4.3%
989 positionsLocked
Showing 12 of 21