ENTERPRISE FINANCIAL SERVICES CORP Q4 2025 Filing

Filed January 14, 2026

Portfolio Value

$197.0M

Holdings

164

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (164 positions)

#StockSharesValue% PortfolioType
1
EFSCENTERPRISE FINL SVCS CORP
331,579$17.9M9.09%
2
AAPLAPPLE INC
46,216$12.6M6.38%
3
MSFTMICROSOFT CORP
25,306$12.2M6.21%
4
PEPPEPSICO INC
68,202$9.8M4.97%
5
GOOGLALPHABET INC
24,535$7.7M3.90%
6
BRK-BBERKSHIRE HATHAWAY INC DEL
10$7.5M3.83%
7
NVDANVIDIA CORPORATION
36,270$6.8M3.43%
8
AMZNAMAZON COM INC
26,130$6.0M3.06%
9
JPMJPMORGAN CHASE & CO.
15,540$5.0M2.54%
10
METAMETA PLATFORMS INC
6,929$4.6M2.32%
11
YUMYUM BRANDS INC
21,878$3.3M1.68%
12
MAMASTERCARD INCORPORATED
5,583$3.2M1.62%
13
AVGOBROADCOM INC
8,669$3.0M1.52%
14
ABBVABBVIE INC
11,841$2.7M1.37%
15
GOOGALPHABET INC
8,444$2.6M1.34%
16
WMTWALMART INC
23,574$2.6M1.33%
17
BRK/BBERKSHIRE HATHAWAY INC DEL
4,422$2.2M1.13%
18
LLYELI LILLY & CO
1,989$2.1M1.08%
19
XOMEXXON MOBIL CORP
16,546$2.0M1.01%
20
USBUS BANCORP DEL
36,528$1.9M0.99%
21
MRKMERCK & CO INC
18,518$1.9M0.99%
22
NEENEXTERA ENERGY INC
23,264$1.9M0.95%
23
VVISA INC
5,229$1.8M0.93%
24
MCDMCDONALDS CORP
5,986$1.8M0.93%
25
JNJJOHNSON & JOHNSON
8,739$1.8M0.92%
26
ITWILLINOIS TOOL WKS INC
6,923$1.7M0.87%
27
AONAON PLC
4,536$1.6M0.81%
28
TSMTAIWAN SEMICONDUCTOR MFG LTD
4,696$1.4M0.72%
29
EMREMERSON ELEC CO
10,659$1.4M0.72%
30
DEDEERE & CO
2,930$1.4M0.69%
31
RTXRTX CORPORATION
7,350$1.3M0.68%
32
ORCLORACLE CORP
6,762$1.3M0.67%
33
FTNTFORTINET INC
16,101$1.3M0.65%
34
TSLATESLA INC
2,818$1.3M0.64%
35
CVXCHEVRON CORP NEW
8,108$1.2M0.63%
36
PGPROCTER AND GAMBLE CO
8,096$1.2M0.59%
37
AMATAPPLIED MATLS INC
4,438$1.1M0.58%
38
ABTABBOTT LABS
8,856$1.1M0.56%
39
RFREGIONS FINANCIAL CORP NEW
40,296$1.1M0.55%
40
TAT&T INC
43,137$1.1M0.54%
41
ADPAUTOMATIC DATA PROCESSING IN
4,156$1.1M0.54%
42
ETNEATON CORP PLC
3,305$1.1M0.53%
43
YUMCYUM CHINA HLDGS INC
21,534$1.0M0.52%
44
CSCOCISCO SYS INC
13,180$1.0M0.51%
45
IBMINTERNATIONAL BUSINESS MACHS
3,402$1.0M0.51%
46
GEGE AEROSPACE
3,186$980K0.50%
47
HDHOME DEPOT INC
2,762$950K0.48%
48
JKHYHENRY JACK & ASSOC INC
5,183$945K0.48%
49
COSTCOSTCO WHSL CORP NEW
1,029$886K0.45%
50
LOWLOWES COS INC
3,614$870K0.44%
51
BACBANK AMERICA CORP
15,197$834K0.42%
52
CRCRANE COMPANY
4,421$815K0.41%
53
LLOEWS CORP
7,739$814K0.41%
54
AEEAMEREN CORP
8,097$808K0.41%
55
4I1PHILIP MORRIS INTL INC
5,003$801K0.41%
56
AXPAMERICAN EXPRESS CO
2,152$795K0.40%
57
URIUNITED RENTALS INC
968$782K0.40%
58
DHRDANAHER CORPORATION
3,219$736K0.37%
59
CEGCONSTELLATION ENERGY CORP
2,086$736K0.37%
60
LRCXLAM RESEARCH CORP
4,239$725K0.37%
61
KOCOCA COLA CO
10,057$702K0.36%
62
TMOTHERMO FISHER SCIENTIFIC INC
1,181$683K0.35%
63
CATCATERPILLAR INC
1,161$665K0.34%
64
TTTRANE TECHNOLOGIES PLC
1,690$657K0.33%
65
ACNACCENTURE PLC IRELAND
2,362$633K0.32%
66
PFEPFIZER INC
25,273$628K0.32%
67
BACVERIZON COMMUNICATIONS INC
15,193$618K0.31%
68
BABOEING CO
2,770$600K0.30%
69
UNPUNION PAC CORP
2,538$586K0.30%
70
GEVGE VERNOVA INC
880$574K0.29%
71
SBUXSTARBUCKS CORP
6,783$570K0.29%
72
ANETARISTA NETWORKS INC
4,325$565K0.29%
73
CLXCLOROX CO DEL
5,436$547K0.28%
74
NFLXNETFLIX INC
5,760$539K0.27%
75
PLTRPALANTIR TECHNOLOGIES INC
2,997$532K0.27%
76
LMTLOCKHEED MARTIN CORP
1,090$526K0.27%
77
DWDMORGAN STANLEY
2,829$501K0.25%
78
UNHUNITEDHEALTH GROUP INC
1,492$491K0.25%
79
NKENIKE INC
7,657$487K0.25%
80
DHID R HORTON INC
3,030$435K0.22%
81
NOWSERVICENOW INC
2,833$433K0.22%
82
MMM3M CO
2,674$427K0.22%
83
CHDCHURCH & DWIGHT CO INC
5,031$421K0.21%
84
ALIZYALLIANZ SE
9,130$419K0.21%
85
PGRPROGRESSIVE CORP
1,816$413K0.21%
86
TJXTJX COS INC NEW
2,678$411K0.21%
87
XYLXYLEM INC
2,986$406K0.21%
88
BXBLACKSTONE INC
2,628$404K0.21%
89
T7DTRANSDIGM GROUP INC
300$398K0.20%
90
GISGENERAL MLS INC
8,505$395K0.20%
91
AMGNAMGEN INC
1,152$376K0.19%
92
DISDISNEY WALT CO
3,309$376K0.19%
93
ORLYOREILLY AUTOMOTIVE INC
4,118$375K0.19%
94
BMYBRISTOL-MYERS SQUIBB CO
6,921$373K0.19%
95
GSGOLDMAN SACHS GROUP INC
424$372K0.19%
96
ASMLASML HOLDING N V
336$359K0.18%
97
TCEHYTENCENT HOLDINGS LIMITED
4,691$358K0.18%
98
AMDADVANCED MICRO DEVICES INC
1,678$358K0.18%
99
HCAHCA HEALTHCARE INC
737$343K0.17%
100
WCNWASTE CONNECTIONS INC
1,874$328K0.17%
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