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Motco
MOTCO, formerly known as Mission Trust, is a San Antonio, Texas-based investment advisory and trust company. The firm provides wealth management, trust, and fiduciary services, typically catering to high-net-worth individuals, families, businesses, and institutions in the South Texas area. Motco was originally founded with a focus on tailored portfolio management, offering both personal trust and institutional investment solutions.
Investment Strategy
MOTCO offers customized investment management with a disciplined, long-term approach, focusing on diversified asset allocation across equities, fixed income, and other securities. Their process emphasizes risk management and fiduciary responsibility, leveraging both fundamental and quantitative analysis to align portfolios with clients' long-term objectives. The firm frequently acts as trustee or fiduciary, prioritizing capital preservation and steady growth.
Latest 13F Filing Activity
Motco filed their most recent 13F report on Sep 30, 2025 disclosing 639 equity positions with a total 13F market value of $1B. The fund increased holdings in Mckesson Corporation, Alphabet Inc. CL A, Apple Inc. among other positions. Motco reduced exposure to Merck & Co. Inc., Target Corp., Intuit Com among others.
Top Holdings
Equity Positions (639)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVGO | BROADCOM INC | 3.79% | $41.5M | 125,850 | $29.99 | $329.91 | +$2.8M |
S SPY | SPDR S&P 500 ETF TRUST | 2.75% | $30.1M | 45,124 | $461.20 | $666.18 | +$1.1M |
M MSFT | MICROSOFT CORPORATION | 2.69% | $29.5M | 56,926 | $75.44 | $517.95 | -$1.0M |
| ALPHABET INC CL A | 2.47% | $27.1M | 111,392 | $86.93 | $243.10 | +$5.1M | |
J JPM | JPMORGAN CHASE & CO | 2.44% | $26.7M | 84,597 | $65.36 | $315.43 | +$1.1M |
Industry Allocation
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