MOTCO
All 13F Filings
- Location
- San Antonio, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,168,570
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/31/2026 | 840 | 1,168,570 | 13F-HR | MOTCO |
| Q1 2026 | 4/22/2026 | 598 | 1,080,949 | 13F-HR | MOTCO |
| Q4 2025 | 2/6/2026 | 631 | 1,103,169 | 13F-HR | MOTCO |
| Q3 2025 | 10/22/2025 | 645 | 1,094,749 | 13F-HR | MOTCO |
| Q2 2025 | 8/1/2025 | 611 | 1,044,945 | 13F-HR | MOTCO |
| Q2 2014 | 7/30/2014 | 595 | 913,694 | 13F-HR | MOTCO |
| Q1 2014 | 5/5/2014 | 574 | 872,528 | 13F-HR | MOTCO |
| Q4 2013 | 1/27/2014 | 597 | 865,431 | 13F-HR | MOTCO |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 981 K | 83.9% | 61.31 K | 0 | 61.31 K |
| ETFs | 187.6 K | 16.1% | 26.27 K | 0 | 26.27 K |
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Fund Snapshot
Q2 2026
Latest filed
7/31/2026
Total value ($000)
1,168,570
Holdings
840
QoQ value change ($000)
87,621
(8.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.