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Portfolio (Quarterly) Guide ↗

Missouri Trust & Investment Co

· CIK 0001908186
13F Portfolio $341M AUM 411 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 22 New 76 Added 72 Reduced 13 Exited
Page 19 of 21  ·  411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 PEGA Pegasystems INC Technology 104.0 $4K 0.00% $42.56 -19.1%
362 INTU Intuit Inc Technology 10.0 $4K 0.00% $432.40 -29.6%
363 ROKU Roku INC Communication Services 45.0 $4K 0.00% $94.62 +34.8%
364 YUMC Yum China Holdings Inc Consumer Cyclical 84.0 $4K 0.00% $48.79 -9.7%
365 CGNX Cognex Corp Technology 80.0 $4K 0.00% $48.99 +38.2%
366 KTOS Kratos Defense & Security Solutions Inc Industrials 55.0 $4K 0.00% NEW $70.51 -20.0%
367 RIVN Rivian Automotive Inc CL A Consumer Cyclical 250.0 $4K 0.00% $15.05 -4.5%
368 EPR EPR Properties REIT Corp Real Estate 75.0 $4K 0.00% $49.96 +18.4%
369 ECL Ecolab Inc Basic Materials 14.0 $4K 0.00% $266.00 -4.7%
370 MAA Mid-America Apartment Communities Reit Real Estate 30.0 $4K 0.00% $122.13 +7.0%
371 F Ford Motor Co Consumer Cyclical 250.0 $3K 0.00% $11.54 +33.0%
372 LMND Lemonade Inc. Financial Services 46.0 $3K 0.00% $62.67 -7.4%
373 AHRT AH Realty Trust Inc Financial Services 500.0 $3K 0.00% $5.50 +25.9%
374 TFI State Street Spdr Nuveen Ice 60.0 $3K 0.00% $45.33 +0.2%
375 CTAS Cintas Corp Industrials 16.0 $3K 0.00% $169.12 +1.5%
376 CHWY Chewy Inc Consumer Cyclical 100.0 $3K 0.00% $27.00 -22.0%
377 U Unity Software Inc Technology 120.0 $3K 0.00% $21.94 +22.3%
378 APPN Appian Corp Technology 105.0 $3K 0.00% $24.11 -10.0%
379 INVH Invitation Homes Inc Real Estate 100.0 $2K 0.00% $24.85 +18.2%
380 Occidental Petroleum Corp Eqy Warrant 57.0 $2K 0.00% $42.89
Page 19 of 21  ·  411 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.5%
Consumer Cyclical 22.4%
Financial Services 11.2%
Healthcare 7.6%
Industrials 6.4%
Communication Services 4.6%
Consumer Defensive 4.4%
Energy 3.3%
Utilities 2.1%
Basic Materials 1.3%