13F Insight
DOSSIER · 13F-HR · Q1 2026

MOTCO

$1.1B in tracked AUM across 737 positions as of Q1 2026.

M
CIK 0001306333 · last filed Mar 31, 2026
Total AUM
$1.1B
as of Q1 2026
Holdings
737
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

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 positionsLocked2023Q2Jun 30
$1.5B▲ 3.6%
1,188 positionsLocked
Showing 12 of 20