MOTCO Q4 2025 Filing

Filed February 6, 2026

Portfolio Value

$1.1T

Holdings

631

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (631 positions)

#StockSharesValue% PortfolioType
201
VTVVANGUARD VALUE ETF
1,862$00.00%
202
MARMARRIOTT INTERNATIONAL INC
317$00.00%
203
ABNBAIRBNB INC- CLASS A
4$00.00%
204
PHPARKER HANNIFIN CORP.
60$00.00%
205
AJGGALLAGHER ARTHUR J & CO
112$00.00%
206
RSGREPUBLIC SERVICES INC
996$00.00%
207
FITBFIFTH THIRD BANCORP
335$00.00%
208
SBACSBA COMMUNICATIONS CORPORATION
499$00.00%
209
CMGCHIPOTLE MEXICAN GRILL INC
601$00.00%
210
DOWDOW INC
523$00.00%
211
AMEAMETEK INC (NEW)
7$00.00%
212
FGF&G ANNUITIES & LIFE INC
36$00.00%
213
IYRISHARES U.S. REAL ESTATE ETF
142$00.00%
214
REEVEREST GROUP, LTD
1$00.00%
215
CLXCLOROX COMPANY
2,190$00.00%
216
GMGENERAL MOTORS CO
841$00.00%
217
DOVDOVER CORPORATION
186$00.00%
218
IJHISHARES CORE SP MID CAP ETF
11,023$00.00%
219
HRHEALTHCARE REALTY TRUST INC
2,000$00.00%
220
LDOSLEIDOS HOLDINGS INC
227$00.00%
221
DFAXDIMENSIONAL WORLD EX US CORE
12,372$00.00%
222
ESSESSEX PROPERTY TRUST INC COM
3$00.00%
223
CAHCARDINAL HEALTH INC
439$00.00%
224
TAKTAKEDA PHARMACEUTICAL COMPANY LTD-SP ADR
401$00.00%
225
NZFNUVEEN DIVIDEND ADVANTAGE MUNICIPAL FUND 3
286$00.00%
226
NNNNATIONAL RETAIL PROPERTIES INC.
18$00.00%
227
AGQPROSHARES ULTRA SILVER
125$00.00%
228
AQLTISHARES CORE MSCI EAFE ETF
9,424$00.00%
229
CLCOLGATE-PALMOLIVE COMPANY
3,623$00.00%
230
SSNCSS&C TECHNOLOGIES HOLDINGS, INC.
2,581$00.00%
231
GEVGE VERNOVA INC
93$00.00%
232
RXORXO INC
44$00.00%
233
KNXKNIGHT - SWIFT TRANSPORTATION
23$00.00%
234
CRWDCROWDSTRIKE HOLDINGS INC-A
12$00.00%
235
DOCHEALTHPEAK PROPERTIES, INC
6,972$00.00%
236
RANIRANI THERAPEUTICS HOLDINGS-A
48,129$00.00%
237
BLDRBUILDERS FIRSTSOURCE INC
4$00.00%
238
BCCCMFC GLOBAL X US INFRASTRUCTURE DEVL ETF
696$00.00%
239
WCNWASTE CONNECTIONS INC
450$00.00%
240
MTZMASTEC INC
845$00.00%
241
BRXBRIXMOR PROPERTY GROUP INC
23$00.00%
242
YMAXTIDAL TRUST YIELDMAX INCOME ETF
725$00.00%
243
PWRQUANTA SERVICES, INC.
187$00.00%
244
PRUPRUDENTIAL FINANCIAL, INC.
160$00.00%
245
SCHCSCHWAB INTERNATIONAL SMALL EQUITY CAP
6,087$00.00%
246
RWRState Street SPDR Dow Jones REIT ETF
137$00.00%
247
PSKYPARAMOUNT SKYDANCE CORP
80$00.00%
248
SONYSONY CORP-SPONSORED ADR
804$00.00%
249
SCHBSCHWAB U.S. BROAD MARKET ETF
592$00.00%
250
DFUSDIMENSIONAL US EQUITY MARKET ETF
4,184$00.00%
251
DYHTARGET CORP
51$00.00%
252
SYFSYNCHRONY FINANCIAL
40$00.00%
253
SOLSSOLSTICE ADVANCED MATLS
611$00.00%
254
VRTVERTIV HOLDINGS CO
88$00.00%
255
NUMGNUVEEN ESG MID CAP GROWTH ETF
1,248$00.00%
256
MUMICRON TECHNOLOGY INC
405$00.00%
257
TTWOTAKE-TWO INTERACTIVE SOFTWARE, INC.
36$00.00%
258
SCHMSCHWAB US MID-CAP ETF
11,545$00.00%
259
EEMISHARES MSCI EMERGING MARKETS ETF
334$00.00%
260
JPIBJPMORGAN INTERNATIONAL BOND OPPORTUNITIES
13,069$00.00%
261
LYBLYONDELLBASELL INDUSTRIES NV
46$00.00%
262
DDOMINION ENERGY INC
3,316$00.00%
263
OPRAOPERA LTD ADR
200$00.00%
264
CFCF INDUSTRIES HOLDINGS INC
290$00.00%
265
MRVLMARVELL TECHOLOGY INC
87$00.00%
266
ADMARCHER DANIELS MIDLAND CO
331$00.00%
267
SPSBState Street SPDR Portfolio Short Term Corpor
327$00.00%
268
STKCOLUMBIA SELIG PREM TECH GW
1,000$00.00%
269
MICCMAGNUM ICE CREAM ADR
2,757$00.00%
270
AWCAMERICAN WATER WORKS CO
287$00.00%
271
VENVENTAS INC
1,769$00.00%
272
XLIState Street Industrial Select Sector SPDR ET
1,999$00.00%
273
CRCRANE CO
285$00.00%
274
NOWSERVICENOW INC
1,050$00.00%
275
RHPRYMAN HOSPITALITY PROPERTIES
9$00.00%
276
VWOVANGUARD FTSE EMERGING MARKET ETF
11,927$00.00%
277
PYPLPAYPAL HOLDINGS INC
181$00.00%
278
GEHCGE HEALTHCARE TECHNOLOGY
131$00.00%
279
BAMBROOKFIELD ASSET MGMT-A
248$00.00%
280
AZOAUTOZONE INC
93$00.00%
281
FDSFACTSET RESEARCH SYSTEM
67$00.00%
282
PBWINVESCO WILDERHILL CLEAN ENE ETF
2,190$00.00%
283
IWDISHARES RUSSELL 1000 VALUE INDEX FUND
2,662$00.00%
284
GABGABELLI EQUITY TRUST INC
22,318$00.00%
285
CARRCARRIER GLOBAL CORPORATION
948$00.00%
286
PLTRPALANTIR TECHNOLOGIES INC CL A
362$00.00%
287
MTUMISHARES EDGE MSCI USA MOMENTUM FACTOR ETF
23$00.00%
288
SSYSSTRATASYS LTD ADR
200$00.00%
289
RTXRTX CORPORATION
1,713$00.00%
290
ILMNILLUMINA INC
325$00.00%
291
OXY/WSOCCIDENTAL PETE CORP WT EXP
649$00.00%
292
IM8NINSMED INC
54$00.00%
293
IQLTISHARES MSCI INTL QUALITY FACTOR ETF
1,995$00.00%
294
DBEFX-TRACKERS MSCI EAFE HEDGED EQUITY ETF
1,346$00.00%
295
VXFVANGUARD EXTENDED MARKET ETF
166$00.00%
296
IWMISHARES RUSSELL 2000 ETF
252$00.00%
297
NDAQNASDAQ INC
19$00.00%
298
BAXBAXTER INTERNATIONAL INC.
2,569$00.00%
299
ICLRICON PLC COM
3,697$00.00%
300
SPGSIMON PPTY GROUP (PREV SIMON DEBARTOLO GRP)
1,042$00.00%
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