CIK 1306333
MOTCO
Institutional 13F holdings & portfolio
Holdings
631
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 301–350 of 631
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ECL | ECOLAB INC | 254 | $50K–$100K | SH |
| LRN | STRIDE INC | 1K | $50K–$100K | SH |
| RANI | RANI THERAPEUTICS HOLDINGS-A | 48K | $50K–$100K | SH |
| DBEF | X-TRACKERS MSCI EAFE HEDGED EQUITY ETF | 1K | $50K–$100K | SH |
| ET | ENERGY TRANSFER EQUITY LP | 4K | $50K–$100K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 362 | $50K–$100K | SH |
| HOOD | ROBINHOOD MARKETS INC | 567 | $50K–$100K | SH |
| KMI | KINDER MORGAN INC | 2K | $50K–$100K | SH |
| SYY | SYSCO CORPORATION | 845 | $50K–$100K | SH |
| IWM | ISHARES RUSSELL 2000 ETF | 252 | $50K–$100K | SH |
| EA | ELECTRONIC ARTS INC | 303 | $50K–$100K | SH |
| TEL | TE CONNECTIVITY | 268 | $50K–$100K | SH |
| RSP | INVESCO S&P 500 EQUAL WEIGHT PORTFOLIO | 316 | $50K–$100K | SH |
| NUMG | NUVEEN ESG MID CAP GROWTH ETF | 1K | $50K–$100K | SH |
| GEV | GE VERNOVA INC | 91 | $50K–$100K | SH |
| DUK | DUKE ENERGY CORP | 500 | $50K–$100K | SH |
| PHO | INVESCO WATER RESOURCES ETF | 800 | $50K–$100K | SH |
| UNH | UNITEDHEALTH GROUP INC. | 169 | $50K–$100K | SH |
| COHR | COHERENT CORP | 300 | $50K–$100K | SH |
| CR | CRANE CO | 285 | $50K–$100K | SH |
| FTV | FORTIVE CORP | 944 | $50K–$100K | SH |
| PH | PARKER HANNIFIN CORP. | 59 | $50K–$100K | SH |
| FLEX | FLEX LTD. | 850 | $50K–$100K | SH |
| JCI | JOHNSON CONTROLS INTERNATIONAL PLC | 425 | $50K–$100K | SH |
| IDA | IDACORP INC | 400 | $50K–$100K | SH |
| BSX | BOSTON SCIENTIFIC CORPORATION | 527 | $50K–$100K | SH |
| CARR | CARRIER GLOBAL CORPORATION | 948 | $50K–$100K | SH |
| FBIN | FORTUNE BRANDS INNOVATIONS INC | 1K | $50K–$100K | SH |
| BAX | BAXTER INTERNATIONAL INC. | 3K | $15K–$50K | SH |
| MRSH | MARSH | 259 | $15K–$50K | SH |
| PFG | PRINCIPAL FINANCIAL GROUP | 535 | $15K–$50K | SH |
| HPQ | HP INC | 2K | $15K–$50K | SH |
| ARE | ALEXANDRIA REAL ESTATE EQUITIES INC | 950 | $15K–$50K | SH |
| OKE | ONEOK INC NEW | 627 | $15K–$50K | SH |
| FIS | FIDELITY NATIONAL INFORMATION SERVICES INC | 682 | $15K–$50K | SH |
| HACK | AMPLIFY CYBERSECURITY ETF | 563 | $15K–$50K | SH |
| CCI | CROWN CASTLE INTL CORP | 498 | $15K–$50K | SH |
| MICC | MAGNUM ICE CREAM ADR | 3K | $15K–$50K | SH |
| ROK | ROCKWELL AUTOMATION INC | 112 | $15K–$50K | SH |
| ILMN | ILLUMINA INC | 325 | $15K–$50K | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 126 | $15K–$50K | SH |
| SRE | SEMPRA COM | 467 | $15K–$50K | SH |
| LDOS | LEIDOS HOLDINGS INC | 227 | $15K–$50K | SH |
| WTW | WILLIS TOWERS WATSON PLC | 116 | $15K–$50K | SH |
| CG | CARLYLE GROUP INC/THE | 642 | $15K–$50K | SH |
| AWK | AMERICAN WATER WORKS CO | 287 | $15K–$50K | SH |
| STK | COLUMBIA SELIG PREM TECH GW | 1K | $15K–$50K | SH |
| BHRB | BURKE & HERBERT FINANCIAL SE | 585 | $15K–$50K | SH |
| DOV | DOVER CORPORATION | 186 | $15K–$50K | SH |
| CCEP | COCA-COLA EUROPACIFIC PARTNERS PLC | 399 | $15K–$50K | SH |