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Filers›Hedge Fund›MOTCO
DOSSIER · 13F-HR · Q1 2026

MOTCO

MOTCO's hedge fund based in New York, NY — $1.1B in tracked AUM across 737 positions as of Q1 2026.

M
MOTCO·New York, NY·Hedge Fund
CIK 0001306333 · last filed Mar 31, 2026
Total AUM
$1.1B
▲ 4.8%
vs prior
Holdings
737
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Financials
5% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

MOTCO filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AVGO
BROADCOM INC
$41M134K3.8%
02
GOOGL
ALPHABET INC CL A
$30M103K2.7%
03
SPY
STATE STREET SPDR S&P 500 ETF TRUST
$28M44K2.6%
04
NVDA
NVIDIA CORPORATION
$25M145K2.3%
05
MSFT
MICROSOFT CORPORATION
$25M67K2.3%
06
AAPL
APPLE INC.
$24M96K2.3%
07
JPM
JPMORGAN CHASE & CO
$24M82K2.2%
08
APH
AMPHENOL CORP - CLASS A
$21M168K2.0%
09
RUSHA
RUSH ENTERPRISES INC-CL A
$21M317K1.9%
10
USTB
VICTORY SHARES S-T BOND ETF
$19M373K1.7%

Filing history

Filing history loading…
AI Agent · grounded in MOTCO
haiku-4-5 · 737 positions indexed
Sector mix
  • Financials5%
  • Cons. Disc.10%
  • Communications6%
  • Industrials20%
  • Energy39%
  • Other20%
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