ENTERPRISE FINANCIAL SERVICES CORP

CIK: 1025835SEC EDGAR →

Portfolio Value

$42.0B

Holdings

167

As of

Q1 2026

New Positions

167

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ENTERPRISE FINL SVCS CORP

332,562$18.0B
42.80%
2

NEXTERA ENERGY INC

20,837$1.9B
4.60%
3

US BANCORP

36,592$1.9B
4.53%
4

FORTINET INC

16,756$1.4B
3.26%
5

CISCO SYS INC

17,279$1.3B
3.19%
6

AT&T INC

42,151$1.2B
2.91%
7

YUM CHINA HLDGS INC

21,581$1.1B
2.50%
8

REGIONS FINANCIAL CORP NEW

40,124$1.0B
2.49%
9

COCA COLA CO

10,415$792.1M
1.88%
10

BANK AMERICA CORP

14,987$730.6M
1.74%

Sector Breakdown

Sector# HoldingsValue%
Financial Services27$23.8B56.5%
Technology34$4.3B10.1%
Consumer Cyclical16$2.5B5.9%
Utilities7$2.2B5.2%
Consumer Defensive10$2.2B5.2%
Communication Services6$2.1B5.1%
Healthcare19$1.5B3.5%
Unknown14$1.4B3.4%
Energy7$1.0B2.5%
Industrials23$577.6M1.4%
Basic Materials2$271.2M0.6%
Real Estate2$243.2M0.6%