ENTERPRISE FINANCIAL SERVICES CORP Q2 2025 Filing

Filed August 12, 2025

Portfolio Value

$187.4B

Holdings

161

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (161 positions)

#StockSharesValue% PortfolioType
1
EFSCENTERPRISE FINL SVCS CORP
361,124$19.9B10.62%
2
MSFTMICROSOFT CORP
26,390$13.1B7.01%
3
AAPLAPPLE INC
46,291$9.5B5.07%
4
PEPPEPSICO INC
68,573$9.1B4.83%
5
BRK-BBERKSHIRE HATHAWAY INC DEL
10$7.3B3.89%
6
NVDANVIDIA CORPORATION
34,023$5.4B2.87%
7
METAMETA PLATFORMS INC
7,212$5.3B2.84%
8
AMZNAMAZON COM INC
24,179$5.3B2.83%
9
JPMJPMORGAN CHASE & CO.
16,258$4.7B2.52%
10
GOOGLALPHABET INC
24,240$4.3B2.28%
11
YUMYUM BRANDS INC
21,870$3.2B1.73%
12
MAMASTERCARD INCORPORATED
5,743$3.2B1.72%
13
AVGOBROADCOM INC
8,727$2.4B1.28%
14
WMTWALMART INC
23,534$2.3B1.23%
15
ABBVABBVIE INC
11,781$2.2B1.17%
16
BRK/BBERKSHIRE HATHAWAY INC DEL
4,401$2.1B1.14%
17
VVISA INC
5,638$2.0B1.07%
18
ORCLORACLE CORP
8,549$1.9B1.00%
19
XOMEXXON MOBIL CORP
16,722$1.8B0.96%
20
MCDMCDONALDS CORP
6,082$1.8B0.95%
21
ITWILLINOIS TOOL WKS INC
7,069$1.7B0.93%
22
FTNTFORTINET INC
16,446$1.7B0.93%
23
USBUS BANCORP DEL
36,599$1.7B0.88%
24
AONAON PLC
4,593$1.6B0.87%
25
NEENEXTERA ENERGY INC
23,412$1.6B0.87%
26
GOOGALPHABET INC
9,109$1.6B0.86%
27
DEDEERE & CO
2,949$1.5B0.80%
28
LLYELI LILLY & CO
1,906$1.5B0.79%
29
MRKMERCK & CO INC
18,725$1.5B0.79%
30
EMREMERSON ELEC CO
10,743$1.4B0.76%
31
ADPAUTOMATIC DATA PROCESSING IN
4,595$1.4B0.76%
32
PGPROCTER AND GAMBLE CO
8,773$1.4B0.75%
33
JNJJOHNSON & JOHNSON
8,827$1.3B0.72%
34
RTXRTX CORPORATION
8,862$1.3B0.69%
35
ABTABBOTT LABS
9,176$1.2B0.67%
36
CSCOCISCO SYS INC
17,288$1.2B0.64%
37
TAT&T INC
40,268$1.2B0.62%
38
ETNEATON CORP PLC
3,227$1.2B0.61%
39
IBMINTERNATIONAL BUSINESS MACHS
3,827$1.1B0.60%
40
CVXCHEVRON CORP NEW
7,818$1.1B0.60%
41
HDHOME DEPOT INC
2,824$1.0B0.55%
42
RFREGIONS FINANCIAL CORP NEW
42,496$999.5M0.53%
43
TSMTAIWAN SEMICONDUCTOR MFG LTD
4,367$989.1M0.53%
44
4I1PHILIP MORRIS INTL INC
5,262$958.4M0.51%
45
YUMCYUM CHINA HLDGS INC
21,344$954.3M0.51%
46
COSTCOSTCO WHSL CORP NEW
961$951.3M0.51%
47
LOWLOWES COS INC
4,279$949.4M0.51%
48
JKHYHENRY JACK & ASSOC INC
5,147$927.3M0.49%
49
AEEAMEREN CORP
9,168$880.5M0.47%
50
AMATAPPLIED MATLS INC
4,705$861.3M0.46%
51
CRCRANE COMPANY
4,425$840.3M0.45%
52
TSLATESLA INC
2,633$836.4M0.45%
53
GEGE AEROSPACE
3,193$821.8M0.44%
54
NFLXNETFLIX INC
604$808.8M0.43%
55
BACVERIZON COMMUNICATIONS INC
18,322$792.8M0.42%
56
URIUNITED RENTALS INC
1,017$766.2M0.41%
57
BACBANK AMERICA CORP
16,126$763.1M0.41%
58
ACNACCENTURE PLC IRELAND
2,474$739.5M0.39%
59
TTTRANE TECHNOLOGIES PLC
1,677$733.5M0.39%
60
KOCOCA COLA CO
10,240$724.5M0.39%
61
CLXCLOROX CO DEL
5,940$713.2M0.38%
62
LLOEWS CORP
7,739$709.4M0.38%
63
AXPAMERICAN EXPRESS CO
2,196$700.5M0.37%
64
CEGCONSTELLATION ENERGY CORP
2,059$664.6M0.35%
65
DHRDANAHER CORPORATION
3,334$658.6M0.35%
66
SBUXSTARBUCKS CORP
7,172$657.2M0.35%
67
PFEPFIZER INC
26,177$634.5M0.34%
68
UNPUNION PAC CORP
2,620$602.8M0.32%
69
NKENIKE INC
8,436$599.3M0.32%
70
BABOEING CO
2,790$584.6M0.31%
71
GISGENERAL MLS INC
10,996$569.7M0.30%
72
PGRPROGRESSIVE CORP
2,049$546.8M0.29%
73
LMTLOCKHEED MARTIN CORP
1,160$537.2M0.29%
74
CATCATERPILLAR INC
1,355$526.0M0.28%
75
T7DTRANSDIGM GROUP INC
331$503.3M0.27%
76
CARRCARRIER GLOBAL CORPORATION
6,801$497.8M0.27%
77
CHDCHURCH & DWIGHT CO INC
5,088$489.0M0.26%
78
NOWSERVICENOW INC
471$484.2M0.26%
79
GWWGRAINGER W W INC
450$468.1M0.25%
80
DISDISNEY WALT CO
3,724$461.8M0.25%
81
GEVGE VERNOVA INC
858$454.0M0.24%
82
UNHUNITEDHEALTH GROUP INC
1,447$451.4M0.24%
83
TMOTHERMO FISHER SCIENTIFIC INC
1,094$443.6M0.24%
84
ANETARISTA NETWORKS INC
4,296$439.5M0.23%
85
DHID R HORTON INC
3,211$414.0M0.22%
86
ZTSZOETIS INC
2,645$412.5M0.22%
87
MMM3M CO
2,702$411.4M0.22%
88
LRCXLAM RESEARCH CORP
4,160$404.9M0.22%
89
XYLXYLEM INC
3,023$391.1M0.21%
90
CPRTCOPART INC
7,956$390.4M0.21%
91
CRMSALESFORCE INC
1,430$389.9M0.21%
92
BXBLACKSTONE INC
2,601$389.1M0.21%
93
SAPSAP SE
1,277$388.3M0.21%
94
ORLYOREILLY AUTOMOTIVE INC
4,305$388.0M0.21%
95
MOALTRIA GROUP INC
6,515$382.0M0.20%
96
DWDMORGAN STANLEY
2,685$378.2M0.20%
97
WCNWASTE CONNECTIONS INC
2,019$377.0M0.20%
98
DUKDUKE ENERGY CORP NEW
3,129$369.2M0.20%
99
TXNTEXAS INSTRS INC
1,741$361.5M0.19%
100
MRVLMARVELL TECHNOLOGY INC
4,657$360.5M0.19%
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