St Louis, MOCIK 8598044 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
21 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Mfg Ltd | 184.7K | $56.12M | 10.5% | −4.6K | Reduced |
| 2 | Alphabet Inc | 163.9K | $51.30M | 9.6% | −43.3K | Reduced |
| 3 | Meta Platforms Inc | 69.1K | $45.64M | 8.5% | −1.5K | Reduced |
| 4 | Apple Inc |
| 142.9K |
| $38.85M |
| 7.3% |
| −24.0K |
| Reduced |
| 5 | Microsoft Corp | 77.5K | $37.48M | 7.0% | −1.7K | Reduced |
| 6 | Booking Holdings Inc | 5.8K | $31.15M | 5.8% | −83 | Reduced |
| 7 | Visa Inc | 87.2K | $30.56M | 5.7% | −2.0K | Reduced |
| 8 | Motorola Solutions Inc | 71.7K | $27.49M | 5.1% | +14.2K | Added |
| 9 | Tractor Supply Co | 481.0K | $24.06M | 4.5% | −8.9K | Reduced |
| 10 | United Rentals Inc | 26.5K | $21.46M | 4.0% | −411 | Reduced |
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