Motco
Annual return '25
+15.1%
SPY '25
+17.7%
Alpha
-2.7ptsvs SPY
Invested
$2.2B
Holdings
668
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AVGO
BROADCOM INC
Q1 2026: New position (166.3k shares)
3.9%
02
$GOOGL
ALPHABET INC CL A
Q1 2026: New position (154.4k shares)
2.8%
03
$SPY
STATE STREET SPDR S&P 500 ETF TRUST
Q1 2026: New position (503 shares)
2.7%
04
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (175.6k shares)
2.4%
05
$MSFT
MICROSOFT CORPORATION
Q1 2026: New position (209.1k shares)
2.3%
06
$AAPL
APPLE INC.
Q1 2026: New position (341.4k shares)
2.3%
07
$JPM
JPMORGAN CHASE & CO
Q1 2026: New position (7.1k shares)
2.3%
08
$APH
AMPHENOL CORP - CLASS A
Held since at least Q1 2024
2.0%
09
$RUSHA
RUSH ENTERPRISES INC-CL A
Held since at least Q1 2024
2.0%
10
$USTB
VICTORY SHARES S-T BOND ETF
Held since at least Q1 2024
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:57 UTC.