Motco has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $991 Million distributed in 714 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $27.7M, Spdr S&P 500 ETF Trust with a value of $27.2M, Microsoft Corp with a value of $25.8M, Apple Inc. with a value of $23.9M, and Jpmorgan Chase & CO with a value of $20.6M.

Examining the 13F form we can see an increase of $9.12M in the current position value, from $982M to 991M.

Below you can find more details about Motco portfolio as well as his latest detailed transactions.

Portfolio value $991 Million
Technology: $204 Million
Financial Services: $138 Million
ETFs: $114 Million
Healthcare: $112 Million
Consumer Cyclical: $107 Million
Consumer Defensive: $79.5 Million
Industrials: $77.6 Million
Communication Services: $70.8 Million
Other: $86.9 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 714
  • Current Value $991 Million
  • Prior Value $982 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 61 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 158 stocks
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