Paula Duvall

Motco

Assets Managed

$1.081B

Holdings

598

Last Quarter

2026 - Q1

Filed Date

1mo 3d ago

Growth Rate

-2.01%(2Q avg: -0.62%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Motco's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 598 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 2026 - Q1, they manage 1.081B in assets, with a quarterly growth rate of -2.01% and a 2-quarter average growth rate of -0.62%. The portfolio is managed by Paula Duvall, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AVGO Broadcom Inc Recent Activity Increased 7.74%	3.83%	$41.322M 133,509 shares@ $309.52 avg price	Increased 7.74%
GOOGL Alphabet Inc-cl A Recent Activity Decreased -3.68%	2.75%	$29.681M 103,217 shares@ $287.57 avg price	Decreased -3.68%
SPY Spdr S&p 500 Etf Trust Recent Activity Decreased -3.23%	2.63%	$28.358M 43,605 shares@ $650.34 avg price	Decreased -3.23%
NVDA Nvidia Corp Recent Activity Increased 22.66%	2.35%	$25.315M 145,157 shares@ $174.4 avg price	Increased 22.66%
MSFT Microsoft Corp Recent Activity Increased 20.39%	2.28%	$24.619M 66,507 shares@ $370.17 avg price	Increased 20.39%
AAPL Apple Inc Recent Activity Decreased -2.21%	2.27%	$24.438M 96,292 shares@ $253.79 avg price	Decreased -2.21%
JPM Jpmorgan Chase & Co Recent Activity Decreased -0.93%	2.25%	$24.245M 82,422 shares@ $294.17 avg price	Decreased -0.93%
APH Amphenol Corp-cl A Recent Activity Decreased -4.49%	1.97%	$21.213M 167,893 shares@ $126.35 avg price	Decreased -4.49%
RUSHA Rush Enterprises Inc-cl A Recent Activity	1.94%	$20.944M 316,803 shares@ $66.11 avg price
USTB Victoryshares Short-term Bon Recent Activity Increased 5.88%	1.75%	$18.864M 372,958 shares@ $50.59 avg price	Increased 5.88%

1-10 of 598