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.
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 |
G GOOGL | 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 |