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Paula Duvall

@Motco

Latest period2024 - Q3ReportedManaged Assets$1.001BTotal holdings597
Assets growth rate-40.94%Assets growth rate (2-Q avg)-19.81%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Motco's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 597 positions.

Assets under management

The assets under management (AUM) of Motco over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.001B in assets, with a quarterly growth rate of -40.94% and a 2-quarter average growth rate of -19.81%. The portfolio is managed by Paula Duvall, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AVGOBroadcom Inc
Recent Activity
Increased 788.52%
2.77%
$27.714M
160,661 shares@ $172.51 avg price
SPYSpdr S&p 500 Etf Trust
Recent Activity
Decreased -0.24%
2.72%
$27.153M
47,325 shares@ $573.76 avg price
MSFTMicrosoft Corporation
Recent Activity
Decreased -2.04%
2.58%
$25.777M
59,904 shares@ $430.3 avg price
AAPLApple Inc.
Recent Activity
Decreased -5.58%
2.39%
$23.89M
102,532 shares@ $233.0 avg price
JPMJpmorgan Chase & Co
Recent Activity
Decreased -7.57%
2.07%
$20.653M
97,945 shares@ $210.87 avg price
RUSHARush Enterprises Inc-cl A
Recent Activity
1.67%
$16.625M
314,696 shares@ $52.84 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -6.31%
1.5%
$14.957M
131,712 shares@ $113.56 avg price
CMCSAComcast Corp. Class A
Recent Activity
Decreased -5.37%
1.43%
$14.267M
341,549 shares@ $41.78 avg price
NVDANvidia Corporation
Recent Activity
Decreased -10.86%
1.42%
$14.11M
116,186 shares@ $121.45 avg price
COSTCostco Wholesale Corp.
Recent Activity
Decreased -7.63%
1.4%
$13.995M
15,787 shares@ $886.52 avg price