Missouri Trust & Investment Co
Annual return '25
+15.1%
SPY '25
+17.7%
Alpha
-2.6ptsvs SPY
Invested
$340.8M
Holdings
411
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
$ORLY
O'Reilly Automotive Inc
Q4 2025: New position (123 shares)
11.4%
02
$AAPL
Apple Inc
Q1 2026: Increased +16.0% (25.7k → 29.8k shares)
10.0%
03
$MSFT
Microsoft Corp
Q1 2026: Increased +37.7% (13.0k → 17.9k shares)
7.5%
04
$IDEV
iShares Core MSCI Intl Developed Markets ETF
Held since at least Q1 2024
4.6%
05
$SCHA
Schwab US Small Cap ETF
Q1 2026: Sold 7.1% (43.6k → 40.5k shares)
3.8%
06
$SCHM
Schwab US Mid-cap ETF
Held since at least Q1 2024
3.3%
07
$IEMG
iShares Core MSCI Emerging Markets ETF
Held since at least Q1 2024
3.0%
08
$SJNK
State Street Spdr Bloomberg Short Term High Yield Bond ETF
Held since at least Q1 2024
1.8%
09
$JPM
JP Morgan Chase & Co
Q1 2026: Increased +12.5% (21.4k → 24.0k shares)
1.7%
10
$NVDA
Nvidia Corp
Q1 2026: Increased +106.3% (2.5k → 5.2k shares)
1.6%
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.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:42 UTC.