Motco Portfolio Holdings
Motco
- $938 Million
- Q1 2025
Motco has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $938 Million distributed in 797 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $25.5M, Broadcom Inc. with a value of $23.2M, Apple Inc. with a value of $22.3M, Jpmorgan Chase & CO with a value of $21.6M, and Microsoft Corp with a value of $21.2M.
Examining the 13F form we can see an decrease of $28.9M in the current position value, from $966M to 938M.
Below you can find more details about Motco portfolio as well as his latest detailed transactions.
Portfolio value
$938 Million
Technology: $195 Million
Financial Services: $136 Million
ETFs: $125 Million
Consumer Cyclical: $101 Million
Healthcare: $97.3 Million
Industrials: $78.5 Million
Communication Services: $65.4 Million
Consumer Defensive: $65.4 Million
Other: $72.8 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 797
- Current Value $938 Million
- Prior Value $966 Million
- Filing
- Period Q1 2025
- Filing Date May 07, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 135 stocks
- Additional Purchases 162 stocks
- Sold out of 0 stocks
- Reduced holdings in 129 stocks