Missouri Trust & Investment CO Portfolio Holdings

Missouri Trust & Investment CO

  • $284 Million
  • Q3 2024

Missouri Trust & Investment CO has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $284 Million distributed in 397 stocks.

Among their holdings, we can observe that their the top five positions include companies like: O Reilly Automotive Inc with a value of $34.6M, Apple Inc. with a value of $34.4M, Microsoft Corp with a value of $29.5M, Ishares Core Msci Intl Develop with a value of $12.2M, and Schwab Strategic Tr Us Small C with a value of $9.54M.

Examining the 13F form we can see an increase of $20.1M in the current position value, from $264M to 284M.

Missouri Trust & Investment CO is based out at Springfield, MO

Below you can find more details about Missouri Trust & Investment CO portfolio as well as his latest detailed transactions.

Portfolio value $284 Million
Technology: $80.3 Million
ETFs: $79.4 Million
Consumer Cyclical: $47.1 Million
Financial Services: $20.7 Million
Healthcare: $14.5 Million
Industrials: $11.5 Million
Consumer Defensive: $10.8 Million
Communication Services: $7.47 Million
Other: $12.3 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$44,000 0.02% of portfolio
1,833
Q3 2024 Added 57.88%
$0
$53,000 0.02% of portfolio
2,609
Q3 2024 Added 160.9%
$0
$17,000 0.01% of portfolio
1,176
Q3 2024 Added 25.24%
$40.3M
$0 0.0% of portfolio
23
Q4 2021 New

Summary

  • Portfolio
  • No. of Stocks 397
  • Current Value $284 Million
  • Prior Value $264 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 13 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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