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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
APHAmphenol Corp - Class A
Recent Activity
Decreased -8.01%
1.36%
$13.537M
207,744 shares@ $65.16 avg price
AMZNAmazon.com Inc.
Recent Activity
Decreased -5.09%
1.33%
$13.3M
71,377 shares@ $186.33 avg price
WMTWal-mart, Inc.
Recent Activity
Decreased -6.92%
1.32%
$13.202M
163,489 shares@ $80.76 avg price
GOOGLAlphabet Inc Cl A
Recent Activity
Decreased -6.04%
1.31%
$13.065M
78,778 shares@ $165.85 avg price
METAMeta Platforms Inc.
Recent Activity
Decreased -6.32%
1.3%
$12.959M
22,638 shares@ $572.45 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Increased 0.46%
1.29%
$12.851M
20,775 shares@ $618.58 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -24.31%
1.25%
$12.46M
76,883 shares@ $162.07 avg price
PANWPalo Alto Networks Inc
Recent Activity
Decreased -7.98%
1.25%
$12.418M
36,332 shares@ $341.81 avg price
GLDSpdr Gold Trust
Recent Activity
Decreased -12.39%
1.24%
$12.396M
50,999 shares@ $243.07 avg price
APOApollo Global Management Inc
Recent Activity
Decreased -8.26%
1.23%
$12.213M
97,776 shares@ $124.91 avg price