Fund HoldingsENTERPRISE FINANCIAL SERVICES CORP

Total Portfolio Value
$171.59M
Total Bought
$5.32M
Total Sold
$16.04M
Net Transaction
-$10.72M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
ENTERPRISE FINL SVCS CORP(EFSC)0383,015+383,015019,63311.44%+19,633
BERKSHIRE HATHAWAY INC DEL010+1006,9124.03%+6,912
CRANE COMPANY(CR)04,477+4,47707090.41%+709
APPLE INC(AAPL)48,25045,766-2,48410,16210,6646.21%+501
META PLATFORMS INC(META)03,615+3,61502,0691.21%+2,069
CLOROX CO DEL(CLX)06,006+6,00609780.57%+978
PEPSICO INC(PEP)067,604+67,604011,4966.70%+11,496
SERVICENOW INC(NOW)0410+41003670.21%+367
NEXTERA ENERGY INC(NEE)22,70722,776+691,6081,9251.12%+317
YUM CHINA HLDGS INC(YUMC)021,724+21,72409780.57%+978
ABBVIE INC(ABBV)011,424+11,42402,2561.31%+2,256
FORTINET INC(FTNT)016,403+16,40301,2720.74%+1,272
WALMART INC(WMT)21,42321,283-1401,4511,7191.00%+268
BERKSHIRE HATHAWAY INC DEL5,7315,635-962,3312,5941.51%+262
AON PLC(AON)04,577+4,57701,5840.92%+1,584
POST HLDGS INC(POST)01,936+1,93602240.13%+224
US BANCORP DEL(USB)036,653+36,65301,6760.98%+1,676
MCDONALDS CORP(MCD)04,246+4,24601,2930.75%+1,293
DTE ENERGY CO(DTB)01,579+1,57902030.12%+203
MEDTRONIC PLC(MDT)02,230+2,23002010.12%+201
PALO ALTO NETWORKS INC(PANW)0586+58602000.12%+200
MASTERCARD INCORPORATED(MA)05,649+5,64902,7891.63%+2,789
COCA COLA CO(KO)9,21210,394+1,1825867470.44%+161
AMEREN CORP(AEE)09,606+9,60608400.49%+840
D R HORTON INC(DHI)03,276+3,27606250.36%+625
TESLA INC(TSLA)1,7521,921+1693475030.29%+156
RTX CORPORATION(RTX)9,0938,803-2909131,0670.62%+154
UNITEDHEALTH GROUP INC(UNH)2,6582,576-821,3541,5060.88%+153
UNITED RENTALS INC(URI)01,186+1,18609600.56%+960
YUM BRANDS INC(YUM)022,024+22,02403,0771.79%+3,077
NVIDIA CORPORATION(NVDA)27,38729,100+1,7133,3833,5342.06%+151
ORACLE CORP(ORCL)8,8918,245-6461,2551,4050.82%+150
LOWES COS INC(LOW)03,795+3,79501,0280.60%+1,028
REGIONS FINANCIAL CORP NEW(RF)43,27243,27208671,0100.59%+142
INTERNATIONAL BUSINESS MACHS(IBM)02,983+2,98306590.38%+659
GENERAL MLS INC(GIS)011,677+11,67708620.50%+862
STARBUCKS CORP(SBUX)07,045+7,04506870.40%+687
DEERE & CO(DE)02,924+2,92401,2200.71%+1,220
CONSTELLATION ENERGY CORP(CEG)1,9741,976+23955140.30%+118
CARRIER GLOBAL CORPORATION(CARR)6,8986,673-2254355370.31%+102
JOHNSON & JOHNSON(JNJ)08,612+8,61201,3960.81%+1,396
PROCTER AND GAMBLE CO(PG)8,9359,080+1451,4741,5730.92%+99
TRANE TECHNOLOGIES PLC(TT)1,6121,618+65306290.37%+99
PHILIP MORRIS INTL INC(PM)5,2105,160-505286260.37%+98
GE AEROSPACE(GE)03,088+3,08805820.34%+582
AT&T INC(T)39,02638,066-9607468370.49%+92
COOPER COS INC(COO)03,996+3,99604410.26%+441
3M CO(MMM)2,7692,733-362833740.22%+91
HOME DEPOT INC(HD)03,014+3,01401,2210.71%+1,221
NIKE INC(NKE)08,279+8,27907320.43%+732
FAIR ISAAC CORP(FICO)201196-52993810.22%+82
AMERICAN TOWER CORP NEW(AMT)02,031+2,03104720.28%+472
THERMO FISHER SCIENTIFIC INC(TMO)01,145+1,14507080.41%+708
PROGRESSIVE CORP(PGR)1,6951,684-113524270.25%+75
FISERV INC(FISV)02,148+2,14803860.22%+386
ACCENTURE PLC IRELAND
SHS CLASS A
02,307+2,30708150.48%+815
EATON CORP PLC(ETN)3,2153,214-11,0081,0650.62%+57
GRAINGER W W INC(GWW)0447+44704640.27%+464
BRISTOL-MYERS SQUIBB CO(BMY)08,476+8,47604390.26%+439
AUTOMATIC DATA PROCESSING IN04,371+4,37101,2100.70%+1,210
VERIZON COMMUNICATIONS INC(VZ)19,11418,755-3597888420.49%+54
JPMORGAN CHASE & CO.(JPM)16,33415,923-4113,3043,3581.96%+54
HCA HEALTHCARE INC(HCA)849795-542733230.19%+50
DANAHER CORPORATION(DHR)3,6753,482-1939189680.56%+50
DUKE ENERGY CORP NEW(DUK)3,6253,574-513634120.24%+49
AFLAC INC(AFL)2,3972,297-1002142570.15%+43
PNC FINL SVCS GROUP INC(PNC)1,6011,556-452492880.17%+39
ILLINOIS TOOL WKS INC(ITW)04,684+4,68401,2280.72%+1,228
EXELON CORP(EXC)5,8465,829-172022360.14%+34
LOEWS CORP(L)7,7337,73305786110.36%+33
ARISTA NETWORKS INC1,0451,041-43664000.23%+33
ALLIANZ SE8,3008,020-2802302630.15%+33
SOUTHERN CO(SO)3,8143,648-1662963290.19%+33
AIR PRODS & CHEMS INC1,0911,055-362823140.18%+33
SOUTHERN MO BANCORP INC(SMBC)5,2984,798-5002382710.16%+33
ABBOTT LABS09,059+9,05901,0330.60%+1,033
ALTRIA GROUP INC(MO)4,8544,858+42212480.14%+27
OREILLY AUTOMOTIVE INC(ORLY)0295+29503400.20%+340
TRANSDIGM GROUP INC(TDG)247239-83163410.20%+26
LOCKHEED MARTIN CORP(LMT)1,5111,250-2617067310.43%+25
TARGET CORP(TGT)02,669+2,66904160.24%+416
SALESFORCE INC(CRM)01,139+1,13903120.18%+312
SAP SE(SAP)1,1931,135-582412600.15%+19
BROADCOM INC(AVGO)8437,958+7,1151,3531,3730.80%+19
LINDE PLC(LIN)664651-132913100.18%+19
OTIS WORLDWIDE CORP(OTIS)2,9322,894-382823010.18%+19
NOVARTIS AG(NVS)2,9162,856-603103280.19%+18
CARLYLE GROUP INC(CG)06,730+6,73002900.17%+290
BOOZ ALLEN HAMILTON HLDG COR2,7852,735-504294450.26%+17
DUPONT DE NEMOURS INC(DD)2,8512,758-932292460.14%+16
CORTEVA INC(CTVA)4,0043,945-592162320.14%+16
ZOETIS INC(ZTS)2,8562,608-2484955100.30%+14
CISCO SYS INC(CSCO)014,009+14,00907460.43%+746
DARDEN RESTAURANTS INC(DRI)1,3271,307-202012150.13%+14
THE CIGNA GROUP(CI)923914-93053170.18%+12
KIMBERLY-CLARK CORP(KMB)2,7152,713-23753860.22%+11
MONDELEZ INTL INC(MDLZ)03,276+3,27602410.14%+241
ALTO INGREDIENTS INC50,00050,000072810.05%+8
WIPRO LTD(WIT)12,86013,296+43678860.05%+8
BANCO SANTANDER S.A.(SAN)15,28215,282071780.05%+7
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