Missouri Trust & Investment Co holds a focused book of 146 stocks worth $368.1M as of Q3 2026 (disclosed Aug 13, 2026, a ~0-day 13F lag). This quarter they opened Dupont De Nemours Inc and trimmed Schwab US Small-Cap ETF. Their largest long position is Apple Inc at 11% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
68% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Missouri Trust & Investment Co
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MML INVESTORS SERVICES, LLC | 80 / 80 | $10.9B |
| HUNTINGTON NATIONAL BANK | 80 / 80 | $10.0B |
| ASSETMARK, INC | 80 / 80 | $9.6B |
| Integrated Wealth Concepts LLC | 80 / 80 | $3.3B |
| Global Retirement Partners, LLC | 80 / 80 | $1.6B |
| Golden State Wealth Management, LLC | 80 / 80 | $268.3M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 80 / 80 | $247.9M |
| FMR LLC | 79 / 80 | $801.9B |
Ranked by how many of Missouri Trust & Investment Co's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc Equities | $41.6M | 134.6K | 11.3% | ▲+0.4% Added · +586 sh | |
| 2 | O'Reilly Automotive Inc Equities | $37.6M | 420.9K | 10.2% | ▲+0.2% Added · +855 sh | |
| 3 | Microsoft Corp Equities | $32.2M | 69.3K | 8.8% | ▲+0.7% Added · +494 sh | |
| 4 | iShares Core MSCI Intl Develope Equities | $18.1M | 200.0K | 4.9% | ▲+6.9% Added · +13K sh | |
| 5 | Schwab US Small Cap ETF Equities | $14.8M | 442.1K | 4.0% | ▼−1.7% Reduced · −8K sh | |
| 6 | Schwab US Mid-cap ETF Equities | $12.4M | 356.5K | 3.4% | ▼−2.3% Reduced · −8K sh | |
| 7 | iShares Core MSCI Emerging Mark Equities | $10.7M | 137.8K | 2.9% | ▼−5.1% Reduced · −7K sh | |
| 8 | Palo Alto Networks Inc Equities | $8.0M | 24.0K | 2.2% | ▼−2.1% Reduced · −513 sh | |
| 9 | JP Morgan Chase & Co Equities | $7.0M | 20.0K | 1.9% | ▲+2.2% Added · +434 sh | |
| 10 | Amazon.com Inc Equities | $6.6M | 24.2K | 1.8% | ▲+1.9% Added · +448 sh | |
| 11 | State Street Spdr Bloomberg Sho Equities | $6.4M | 256.8K | 1.7% | ▲+3.1% Added · +8K sh | |
| 12 | Nvidia Corp Equities | $6.1M | 30.4K | 1.7% | ▼−0.2% Reduced · −51 sh | |
| 13 | Alphabet Inc Cl A Equities | $6.0M | 16.9K | 1.6% | ▼−3.2% Reduced · −562 sh | |
| 14 | Schwab US Large Cap ETF Equities | $4.8M | 161.4K | 1.3% | ▲+0.6% Added · +1K sh | |
| 15 | Chevron Corporation Equities | $4.6M | 23.2K | 1.2% | ▲+4.6% Added · +1K sh | |
| 16 | Flexshares Global Upstream Natu Equities | $4.1M | 78.7K | 1.1% | ▲+14% Added · +10K sh | |
| 17 | Flexshares STOXX Global Broad I Equities | $3.4M | 52.2K | 0.9% | ▼−0.3% Reduced · −188 sh | |
| 18 | iShares S&P Mid Cap 400 Index E Equities | $3.4M | 44.9K | 0.9% | ▲+0.4% Added · +200 sh | |
| 19 | Unitedhealth Group Inc Equities | $3.4M | 8.1K | 0.9% | ▼−2.4% Reduced · −196 sh | |
| 20 | Cisco Systems Inc Equities | $3.3M | 28.7K | 0.9% | ▼−8.2% Reduced · −3K sh | |
| 21 | Boeing Co Equities | $3.3M | 15.4K | 0.9% | ▲+2.4% Added · +360 sh | |
| 22 | Ark Innovation ETF Equities | $3.2M | 45.6K | 0.9% | ▲+4.1% Added · +2K sh | |
| 23 | CVS Health Corp Equities | $3.2M | 30.7K | 0.9% | ▼−3.4% Reduced · −1K sh | |
| 24 | Flexshares Global Quality Real Equities | $3.2M | 48.2K | 0.9% | ▼−0.8% Reduced · −364 sh | |
| 25 | Qnity Electronics Inc Equities | $3.1M | 23.8K | 0.8% | ▼−4.9% Reduced · −1K sh | |
| 26 | Vanguard Morningstar Mid-Cap ET Equities | $3.1M | 38.3K | 0.8% | ▲+299% Added · +29K sh | |
| 27 | Caterpillar Inc Equities | $2.9M | 3.6K | 0.8% | ▼−0.4% Reduced · −15 sh | |
| 28 | State Street Spdr Nuveen Ice Hi Equities | $2.8M | 114.3K | 0.8% | ▲+60% Added · +43K sh | |
| 29 | iShares Core S&P Small-Cap ETF Equities | $2.8M | 19.0K | 0.7% | ▲+0.5% Added · +100 sh | |
| 30 | Nextera Energy Inc Equities | $2.7M | 31.3K | 0.7% | ▲+7.1% Added · +2K sh | |
| 31 | Procter & Gamble Co Equities | $2.5M | 17.6K | 0.7% | ▲+5.4% Added · +910 sh | |
| 32 | Meta Platforms Inc Equities | $2.5M | 4.6K | 0.7% | ▲+3.8% Added · +167 sh | |
| 33 | Blackstone Inc Equities | $2.4M | 18.5K | 0.6% | ▲+7.0% Added · +1K sh | |
| 34 | Wal-Mart Inc Equities | $2.4M | 21.2K | 0.6% | ▼−0.1% Reduced · −30 sh | |
| 35 | Zimmer Biomet Holdings Equities | $2.3M | 25.0K | 0.6% | ▲+22% Added · +5K sh | |
| 36 | Salesforce, Inc Equities | $2.3M | 12.4K | 0.6% | ▲+17% Added · +2K sh | |
| 37 | Oracle Corp Equities | $2.3M | 17.5K | 0.6% | ▲+3.7% Added · +625 sh | |
| 38 | Biogen Inc Equities | $2.2M | 10.8K | 0.6% | ▲+4.0% Added · +415 sh | |
| 39 | Chubb Ltd Corp Equities | $2.2M | 6.2K | 0.6% | ▲+13% Added · +716 sh | |
| 40 | American Tower Corp Reit Equities | $2.1M | 12.0K | 0.6% | ▲+9.9% Added · +1K sh | |
| 41 | Schwab US Broad Mkt ETF Equities | $1.9M | 66.2K | 0.5% | ▲+0.9% Added · +600 sh | |
| 42 | Pepsico Inc Equities | $1.9M | 13.3K | 0.5% | ▲+20% Added · +2K sh | |
| 43 | iShares Dow Jones US Aerospace Equities | $1.8M | 7.7K | 0.5% | ▼−0.6% Reduced · −50 sh | |
| 44 | Alibaba Group Hldg Ltd Sponsore Equities | $1.8M | 14.9K | 0.5% | ▲+6.7% Added · +935 sh | |
| 45 | Rocket Companies Inc Equities | $1.8M | 138.5K | 0.5% | ▲+19% Added · +22K sh | |
| 46 | US Bancorp Equities | $1.8M | 28.3K | 0.5% | ▼−7.7% Reduced · −2K sh | |
| 47 | Mastercard Inc Class A Equities | $1.8M | 3.1K | 0.5% | ▼−3.9% Reduced · −127 sh | |
| 48 | Abbvie Inc Equities | $1.8M | 7.1K | 0.5% | ▼−1.0% Reduced · −75 sh | |
| 49 | State Street SPDR S&P 500 ETF T Equities | $1.8M | 2.3K | 0.5% | ▼−10% Reduced · −264 sh | |
| 50 | Pfizer Inc Equities | $1.8M | 70.0K | 0.5% | ▲+6.7% Added · +4K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1908186/holdings"
Use Arkolith to show Missouri Trust & Investment Co's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.