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Funds / St. Louis Trust Co
Institutional Fund

St. Louis Trust Co

Saint Louis, MOCIK 16611445 filings on record

Portfolio Value
$856.50M
Q1 2026
Holdings
145
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-1.8%
from $872.07M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Vanguard Star Fds10.8%
  • Spdr S&P 500 ETF Tr9.9%
  • Vanguard Index Fds9.1%
  • Ishares Tr8.0%
  • Vanguard Intl Equity Index F6.4%
  • Vanguard Index Fds4.6%
  • Other51.3%

Portfolio Holdings

145 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Vanguard Star Fds1.20M$92.59M10.8%4.6KReduced
2Spdr S&P 500 ETF Tr131.0K$85.17M9.9%1.9KReduced
3Vanguard Index Fds241.8K$77.57M9.1%+5.2KAdded
4Ishares Tr549.3K$68.28M8.0%12.6KReduced
5Vanguard Intl Equity Index F724.4K$54.40M6.4%8.9KReduced
6Vanguard Index Fds66.0K$39.45M4.6%1.3KReduced
7Ishares Tr95.8K$34.17M4.0%650Reduced
8Schwab Strategic Tr1.32M$33.96M4.0%+27.1KAdded
9Vanguard Tax-Managed Fds505.1K$32.37M3.8%8.5KReduced
10Vanguard Intl Equity Index F140.9K$19.49M2.3%59Reduced

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