StockDrifts LogoStockDrifts

Motco

Portfolio Manager
Motco
Performance
-4.55% (2026 Q1)
AUM (13F)
$1.08B
# of Holdings
598
Performance Rank
Allocation (Top 20)
38.66%

Motco Holdings Map

Top 50 Motco Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AVGO
BROADCOM INC
3.82%133.5K$41.3M
+7.73%(+9.59K)
2025-Q1: 138.5K shares2025-Q2: 131.9K shares2025-Q3: 125.8K shares2025-Q4: 123.9K shares2026-Q1: 133.5K shares
$50.83(+720.01%)
2026-03-31
GOOGL
ALPHABET INC CL A
2.75%103.2K$29.7M
-3.68%(-3.94K)
2025-Q1: 77.9K shares2025-Q2: 114.6K shares2025-Q3: 111.4K shares2025-Q4: 107.2K shares2026-Q1: 103.2K shares
$73.70(+446.29%)
2026-03-31
SPY
STATE STREET SPDR S&P 500 ETF TRUST
2.62%43.6K$28.4M
-3.24%(-1.46K)
2025-Q1: 45.6K shares2025-Q2: 45.8K shares2025-Q3: 45.1K shares2025-Q4: 45.1K shares2026-Q1: 43.6K shares
$437.19(+69.79%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.34%145.2K$25.3M
+22.66%(+26.81K)
2025-Q1: 110.3K shares2025-Q2: 109.3K shares2025-Q3: 105.3K shares2025-Q4: 118.3K shares2026-Q1: 145.2K shares
$65.26(+246.04%)
2026-03-31
MSFT
MICROSOFT CORPORATION
2.28%66.5K$24.6M
+20.39%(+11.26K)
2025-Q1: 56.5K shares2025-Q2: 57.2K shares2025-Q3: 56.9K shares2025-Q4: 55.2K shares2026-Q1: 66.5K shares
$130.24(+211.13%)
2026-03-31
AAPL
APPLE INC.
2.26%96.3K$24.4M
-2.21%(-2.18K)
2025-Q1: 100.4K shares2025-Q2: 98.2K shares2025-Q3: 99.5K shares2025-Q4: 98.5K shares2026-Q1: 96.3K shares
$60.53(+393.74%)
2026-03-31
JPM
JPMORGAN CHASE & CO
2.24%82.4K$24.2M
-0.94%(-782)
2025-Q1: 88.1K shares2025-Q2: 86.5K shares2025-Q3: 84.6K shares2025-Q4: 83.2K shares2026-Q1: 82.4K shares
$56.82(+428.42%)
2026-03-31
APH
AMPHENOL CORP - CLASS A
1.96%167.9K$21.2M
-4.50%(-7.91K)
2025-Q1: 202.7K shares2025-Q2: 194.8K shares2025-Q3: 180.6K shares2025-Q4: 175.8K shares2026-Q1: 167.9K shares
$10.91(+1042.64%)
2026-03-31
RUSHA
RUSH ENTERPRISES INC-CL A
1.94%316.8K$20.9M
+0.00%(+0)
2025-Q1: 314.7K shares2025-Q2: 316.8K shares2025-Q3: 316.8K shares2025-Q4: 316.8K shares2026-Q1: 316.8K shares
$32.42(+116.15%)
2026-03-31
USTB
VICTORY SHARES S-T BOND ETF
1.75%373.0K$18.9M
+5.87%(+20.69K)
2025-Q1: 339.3K shares2025-Q2: 338.5K shares2025-Q3: 344.2K shares2025-Q4: 352.3K shares2026-Q1: 373.0K shares
$50.40(+0.30%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Motco, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all