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
601
IWSISHARES RUSSELL MID-CAP VALUE ETF
87$00.00%
602
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
1,893$00.00%
603
VTIPVANGUARD S/T INFLATION-PROTECTED SEC INDEX FD
720$00.00%
604
SOLVSOLVENTUM CORP COM
23$00.00%
605
VNOVORNADO REALTY TRUST
18$00.00%
606
CBCHUBB LTD
6$00.00%
607
VLTOVERALTO CORP
213$00.00%
608
MLMMARTIN MARIETTA MATERIALS INC
653$00.00%
609
VALVALARIS LTD
1$00.00%
610
FBINFORTUNE BRANDS INNOVATIONS INC
1,000$00.00%
611
ARESAres Management Corporation
10$00.00%
612
IMTMISHARES MSCI INTL MOMENTUM FACTOR ETF
1,923$00.00%
613
DFUVDIMENSIONAL US MARKETWIDE VA
4,759$00.00%
614
SUBISHARES SHORT-TERM NATIONAL
637$00.00%
615
BDXBECTON DICKINSON & CO
1,291$00.00%
616
DFIVDIMENSIONAL INTERNATIONAL VALUE ETF PORT
1,437$00.00%
617
FXUFIRST TRUST UTILITIES ALPHADEX ETF
5,000$00.00%
618
NTRANATERA INC
39$00.00%
619
NTSTNETSTREIT
19$00.00%
620
MGCVANGUARD MEGA CAP ETF
23$00.00%
621
PLDPROLOGIS INC
3,121$00.00%
622
NUSCNUSHARES NUVEEN ESG SMALL CAP ETF
489$00.00%
623
AIZASSURANT INC
3$00.00%
624
FT2FIRST HORIZON CORP
56$00.00%
625
LNGCHENIERE ENERGY, INC.
50$00.00%
626
VMBSVANGUARD MORTGAGE-BACKED SEC ETF
43$00.00%
627
ABEVAMBEV SA ADR
242,359$00.00%
628
DDOGDATADOG
35$00.00%
629
METMETLIFE INC
29$00.00%
630
GWWGRAINGER WW
1$00.00%
631
NDQINVESCO QQQ TRUST SERIES 1
268$00.00%
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