$171 Million is the total value of Missouri Trust & Investment Co's 353 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SAH | New | Sonic Automotive Inc Cl Acl a | $4,000 | – | 100 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-10
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
O'Reilly Automotive Inc | 8 | Q3 2023 | 23.6% |
Southern MO Bancorp Inc. | 8 | Q3 2023 | 7.2% |
Apple Inc | 8 | Q3 2023 | 17.2% |
iShares Core MSCI Intl Developed Markets ETF | 8 | Q3 2023 | 4.2% |
Microsoft Corp | 8 | Q3 2023 | 8.1% |
Schwab US Small Cap ETF | 8 | Q3 2023 | 3.2% |
Schwab US Mid-cap ETF | 8 | Q3 2023 | 3.0% |
Schwab US Large Cap ETF | 8 | Q3 2023 | 2.4% |
iShares Core MSCI Emerging Markets ETF | 8 | Q3 2023 | 2.3% |
SPDR Bloomberg ShortTerm High Yield Bond ETF | 8 | Q3 2023 | 2.0% |
View Missouri Trust & Investment Co's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-13 |
13F-HR | 2024-02-08 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-11 |
13F-HR | 2023-05-12 |
13F-HR | 2023-02-10 |
13F-HR | 2022-11-10 |
13F-HR | 2022-08-10 |
13F-HR | 2022-05-10 |
13F-HR | 2022-02-02 |
View Missouri Trust & Investment Co's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.