Fund HoldingsENTERPRISE FINANCIAL SERVICES CORP

Total Portfolio Value
$197.31M
Total Bought
$18.26M
Total Sold
$11.04M
Net Transaction
+$7.22M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
EXXON MOBIL CORP16,54621,652+5,1061,9913,6731.86%+1,682
MICRON TECHNOLOGY INC(MU)1,0565,177+4,1213011,7490.89%+1,448
APPLIED MATLS INC4,4387,545+3,1071,1412,5791.31%+1,438
PEPSICO INC(PEP)68,20267,716-4869,78810,5165.33%+727
CHEVRON CORPORATION(CVX)08,438+8,43801,7460.88%+1,746
WALMART INC(WMT)23,57423,759+1852,6262,9531.50%+326
CISCO SYS INC(CSCO)13,18017,279+4,0991,0151,3410.68%+325
ASTRAZENECA PLC(AZN)01,534+1,53403030.15%+303
TAIWAN SEMICONDUCTOR MANUFAC(TSM)4,6965,110+4141,4271,7270.88%+300
COSTCO WHOLESALE CORPORATION(COST)1,0291,189+1608871,1850.60%+297
MERCK & CO INC(MRK)18,51818,627+1091,9492,2411.14%+291
SCHWAB CHARLES CORP(SCHW)02,967+2,96702790.14%+279
SHELL PLC(SHEL)02,901+2,90102700.14%+270
PRICE T ROWE GROUP INC(TROW)02,950+2,95002660.13%+266
SOUTHERN CO(SO)02,509+2,50902420.12%+242
TARGET CORP(TGT)01,945+1,94502360.12%+236
ONEOK INC NEW(OKE)02,532+2,53202290.12%+229
GE VERNOVA INC(GEV)880904+245757890.40%+214
WOORI FINL GROUP INC(WF)03,182+3,18202120.11%+212
AMERIPRISE FINL INC(AMP)0475+47502110.11%+211
TEXAS INSTRS INC(TXN)1,5972,514+9172774880.25%+211
WEC ENERGY GROUP INC(WEC)01,811+1,81102100.11%+210
JOHNSON & JOHNSON(JNJ)8,7398,246-4931,8092,0161.02%+207
GILEAD SCIENCES INC(GILD)01,472+1,47202050.10%+205
TRAVELERS COMPANIES INC(TRV)0699+69902040.10%+204
INTEL CORP(INTC)6,1419,672+3,5312274270.22%+200
LOCKHEED MARTIN CORP(LMT)01,201+1,20107260.37%+726
LAM RESEARCH CORP(LRCX)4,2394,241+27269060.46%+181
VIATRIS INC(VTRS)013,222+13,22201790.09%+179
ADVANCED MICRO DEVICES INC(AMD)1,6782,506+8283595100.26%+150
AT&T INC(T)042,151+42,15101,2220.62%+1,222
CATERPILLAR INC(CAT)1,1611,148-136658130.41%+148
DR REDDYS LABS LTD(RDY)010,125+10,12501400.07%+140
PNC FINL SVCS GROUP INC(PNC)1,5202,040+5203174250.22%+107
ASML HLDG NV
N Y REGISTRY SHS
336353+173594660.24%+107
YUM BRANDS INC(YUM)021,916+21,91603,4081.73%+3,408
MARATHON PETE CORP(MPC)1,6891,519-1702753710.19%+96
PFIZER INC(PFE)25,27325,681+4086297210.37%+92
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
758767+92093000.15%+92
FORTINET INC(FTNT)016,756+16,75601,3690.69%+1,369
ENTERPRISE FINL SVCS CORP(EFSC)0332,562+332,562017,9959.12%+17,995
COCA COLA CO(KO)10,05710,415+3587037920.40%+89
WASTE MGMT INC DEL(WM)1,0901,420+3302393260.17%+87
MIZUHO FINANCIAL GROUP INC(MFG)010,670+10,6700850.04%+85
UNION PAC CORP(UNP)02,761+2,76106700.34%+670
AMEREN CORP(AEE)08,051+8,05108850.45%+885
RTX CORPORATION(RTX)7,3507,348-21,3481,4170.72%+69
NEXTERA ENERGY INC(NEE)23,26420,837-2,4271,8681,9350.98%+68
LINDE PLC(LIN)0663+66303290.17%+329
FEDEX CORP(FDX)860881+212483140.16%+65
KLA CORP(KLAC)182192+102212830.14%+62
CORTEVA INC(CTVA)03,236+3,23602710.14%+271
ALTRIA GROUP INC(MO)05,800+5,80003830.19%+383
PROCTER & GAMBLE CO(PG)08,407+8,40701,2140.62%+1,214
MARVELL TECHNOLOGY INC(MRVL)3,0813,188+1072623160.16%+54
DUKE ENERGY CORP NEW(DUK)02,568+2,56803360.17%+336
INTERNATIONAL BUSINESS MACHS(IBM)3,4024,376+9741,0081,0610.54%+53
CHURCH & DWIGHT CO INC(CHD)05,090+5,09004750.24%+475
BRISTOL-MYERS SQUIBB CO(BMY)6,9217,001+803734250.22%+51
PROGRESSIVE CORP(PGR)02,340+2,34004640.24%+464
TRANE TECHNOLOGIES PLC(TT)01,698+1,69807080.36%+708
VERIZON COMMUNICATIONS INC(VZ)013,291+13,29106670.34%+667
PHILIP MORRIS INTL INC(PM)05,111+5,11108450.43%+845
STARBUCKS CORP(SBUX)06,805+6,80506100.31%+610
NETFLIX INC.(NFLX)06,003+6,00305770.29%+577
MCDONALDS CORP(MCD)5,9866,006+201,8301,8670.95%+37
ANALOG DEVICES INC(ADI)762766+42072440.12%+37
WILLIAMS COS INC(WMB)03,866+3,86602810.14%+281
AMGEN INC(AMGN)1,1521,169+173774110.21%+34
REALTY INCOME CORP(O)3,7173,972+2552102430.12%+33
TJX COS INC NEW(TJX)2,6782,784+1064114450.23%+33
AMERICAN EXPRESS CO(AXP)2,1522,740+5887968290.42%+33
NORTHROP GRUMMAN CORP(NOC)356343-132032340.12%+31
EXELON CORP(EXC)05,783+5,78302830.14%+283
CME GROUP INC(CME)842875+332302580.13%+28
ABB LTD3,0143,091+772232490.13%+26
ENTERPRISE PRODS PARTNERS L(EPD)7,2576,809-4482332580.13%+25
YUM CHINA HLDGS INC(YUMC)21,53421,581+471,0281,0530.53%+25
SOUTHERN MO BANCORP INC(SMBC)4,7984,79802843070.16%+23
MCKESSON CORP(MCK)262270+82152340.12%+19
UNITED MICROELECTRONICS CORP(UMC)12,21212,714+502961140.06%+18
DARDEN RESTAURANTS INC(DRI)01,331+1,33102610.13%+261
AUTOTRADER GROUP PLC010,732+10,7320160.01%+16
GOLDMAN SACHS GROUP INC(GS)424459+353733880.20%+16
MUNICH RE GROUP10,90012,600+1,7001441580.08%+15
ABBVIE INC(ABBV)012,506+12,50602,7201.38%+2,720
CARRIER GLOBAL CORPORATION(CARR)05,377+5,37703030.15%+303
CLOROX CO DEL(CLX)05,418+5,41805610.28%+561
LOEWS CORP(L)7,7397,740+18158260.42%+11
GENERAL DYNAMICS CORP(GD)687702+152312410.12%+10
HCA HEALTHCARE INC(HCA)737745+83443530.18%+8
ROCHE HLDGS AG BASEL5,2315,576+3452702770.14%+7
OREILLY AUTOMOTIVE INC(ORLY)04,109+4,10903790.19%+379
NOVARTIS AG(NVS)2,3232,109-2143203220.16%+2
UNITED PARCEL SVCS INC(UPS)2,6002,636+362582590.13%+1
PALO ALTO NETWORKS INC(PANW)01,533+1,53302460.12%+246
LLOYDS BANKING GROUP PLC(LYG)10,00910,009053500.03%-3
MEDICAL PROPERTIES TRUST INC(MPT)010,273+10,2730480.02%+48
TOYOTA MOTOR CORP(TM)1,0421,060+182232180.11%-5
AFLAC INC(AFL)2,4372,391-462692620.13%-6
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