Fund HoldingsENTERPRISE FINANCIAL SERVICES CORP

Total Portfolio Value
$164.12M
Total Bought
$19.18M
Total Sold
$6.02M
Net Transaction
+$13.16M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ENTERPRISE FINL SVCS CORP(EFSC)0404,058+404,058018,04110.99%+18,041
MICROSOFT CORP(MSFT)027,463+27,463010,3276.29%+10,327
APPLE INC(AAPL)049,863+49,86309,6005.85%+9,600
AMAZON COM INC(AMZN)025,810+25,81003,9222.39%+3,922
JPMORGAN CHASE & CO(JPM)18,05317,881-1722,6183,0421.85%+424
SOUTHERN CO(SO)04,843+4,84303400.21%+340
NVIDIA CORPORATION(NVDA)2,5222,892+3701,0971,4320.87%+335
VISA INC(V)6,2406,745+5051,4351,7561.07%+321
US BANCORP DEL(USB)39,63037,659-1,9711,3101,6300.99%+320
MASTERCARD INCORPORATED(MA)6,3216,606+2852,5032,8181.72%+315
ASML HOLDING N V
N Y REGISTRY SHS
0376+37602850.17%+285
APPLIED MATLS INC05,166+5,16608370.51%+837
UNITED RENTALS INC(URI)1,2761,441+1655678260.50%+259
WILLIAMS COS INC(WMB)07,240+7,24002520.15%+252
FAIR ISAAC CORP(FICO)0214+21402490.15%+249
BROADCOM INC(AVGO)0762+76208510.52%+851
PNC FINL SVCS GROUP INC(PNC)01,587+1,58702460.15%+246
META PLATFORMS INC(META)3,8523,958+1061,1561,4010.85%+245
ARISTA NETWORKS INC01,008+1,00802370.14%+237
WASTE MGMT INC DEL(WM)01,314+1,31402350.14%+235
ALPHABET INC(GOOG)27,17827,139-393,5573,7912.31%+235
DTE ENERGY CO(DTB)02,025+2,02502230.14%+223
DARDEN RESTAURANTS INC(DRI)01,332+1,33202190.13%+219
UNION PAC CORP(UNP)2,7013,127+4265507680.47%+218
ADOBE INC(ADBE)9051,130+2254616740.41%+213
LAMAR ADVERTISING CO NEW(LAMR)01,976+1,97602100.13%+210
FEDEX CORP(FDX)0821+82102080.13%+208
EDISON INTL(EIX)02,893+2,89302070.13%+207
BOEING CO(BA)2,8772,904+275517570.46%+205
ANALOG DEVICES INC(ADI)01,031+1,03102050.12%+205
LULULEMON ATHLETICA INC(LULU)0400+40002050.12%+205
ALPHABET INC(GOOG)8,8629,742+8801,1681,3730.84%+204
ONEOK INC NEW(OKE)02,855+2,85502000.12%+200
AMERICAN TOWER CORP NEW(AMT)02,268+2,26804900.30%+490
INTEL CORP(INTC)11,21011,461+2513995760.35%+177
AMERICAN EXPRESS CO(AXP)2,2892,751+4623415150.31%+174
ILLINOIS TOOL WKS INC(ITW)05,019+5,01901,3150.80%+1,315
ZOETIS INC(ZTS)2,5293,044+5154406010.37%+161
HOME DEPOT INC(HD)3,6213,615-61,0941,2530.76%+159
D R HORTON INC(DHI)03,540+3,54005380.33%+538
FISERV INC(FISV)1,9362,766+8302193670.22%+149
DISNEY WALT CO(DIS)04,551+4,55104110.25%+411
TAIWAN SEMICONDUCTOR MFG LTD(TSM)06,896+6,89607170.44%+717
LOWES COS INC(LOW)04,029+4,02908970.55%+897
ABBOTT LABS010,563+10,56301,1630.71%+1,163
ACCENTURE PLC IRELAND
SHS CLASS A
2,7462,790+448439790.60%+136
BELLRING BRANDS INC(BRBR)9,5559,520-353945280.32%+134
IQVIA HLDGS INC(IQV)01,646+1,64603810.23%+381
TARGET CORP(TGT)2,2732,673+4002513810.23%+129
YUM BRANDS INC(YUM)022,662+22,66202,9611.80%+2,961
NIKE INC(NKE)08,772+8,77209520.58%+952
DEERE & CO(DE)02,971+2,97101,1880.72%+1,188
COCA COLA CO(KO)012,108+12,10807140.43%+714
RTX CORPORATION(RTX)09,867+9,86708300.51%+830
STARBUCKS CORP(SBUX)010,289+10,28909880.60%+988
MCDONALDS CORP(MCD)04,607+4,60701,3660.83%+1,366
BERKSHIRE HATHAWAY INC DEL101005,3155,4263.31%+111
ELI LILLY & CO(LLY)1,8381,879+419871,0950.67%+108
SALESFORCE INC(CRM)1,3111,398+872663680.22%+102
MERCK & CO INC(MRK)018,873+18,87302,0581.25%+2,058
REGIONS FINANCIAL CORP NEW(RF)43,27243,27207448390.51%+94
COSTCO WHSL CORP NEW(COST)878892+144965890.36%+93
PEPSICO INC(PEP)069,165+69,165011,7477.16%+11,747
NEXTERA ENERGY INC(NEE)023,733+23,73301,4420.88%+1,442
BLACKROCK INC(BLK)0518+51804210.26%+421
LOCKHEED MARTIN CORP(LMT)01,728+1,72807830.48%+783
SOUTHERN MO BANCORP INC(SMBC)5,2985,29802052830.17%+78
UNITEDHEALTH GROUP INC(UNH)2,9402,957+171,4821,5570.95%+75
QUALCOMM INC(QCOM)2,3962,353-432663400.21%+74
BANK AMERICA CORP17,15716,146-1,0114705440.33%+74
CARLYLE GROUP INC(CG)7,3127,192-1202212930.18%+72
XYLEM INC(XYL)03,001+3,00103430.21%+343
GENERAL ELECTRIC CO(GE)3,0343,175+1413354050.25%+70
TRUIST FINL CORP(TFC)8,9198,791-1282553250.20%+69
AMEREN CORP(AEE)09,961+9,96107210.44%+721
INTERNATIONAL BUSINESS MACHS(IBM)3,0943,073-214345030.31%+69
TRANE TECHNOLOGIES PLC(TT)1,6041,608+43253920.24%+67
AT&T INC(T)041,069+41,06906890.42%+689
BLACKSTONE INC(BX)3,2803,179-1013514160.25%+65
GRAINGER W W INC(GWW)0443+44303670.22%+367
COOPER COS INC(COO)01,007+1,00703810.23%+381
BOOKING HOLDINGS INC(BKNG)107110+33303900.24%+60
WELLS FARGO CO NEW(WFC)6,8116,870+592783380.21%+60
BOOZ ALLEN HAMILTON HLDG COR2,9792,986+73263820.23%+56
ABBVIE INC(ABBV)012,946+12,94602,0061.22%+2,006
ENBRIDGE INC(ENB)6,6077,503+8962192700.16%+51
EATON CORP PLC(ETN)3,5343,339-1957548040.49%+50
LOEWS CORP(L)7,7337,73304905380.33%+49
CLOROX CO DEL(CLX)04,085+4,08505820.35%+582
COPART INC(CPRT)08,847+8,84704340.26%+434
CDW CORP(CDW)1,6631,672+93363800.23%+45
MARVELL TECHNOLOGY INC(MRVL)08,077+8,07704870.30%+487
NOVO-NORDISK A S(NVO)3,4763,466-103163590.22%+42
SCHWAB CHARLES CORP(SCHW)4,7044,368-3362583010.18%+42
LAM RESEARCH CORP(LRCX)467421-462933300.20%+37
PPG INDS INC(PPG)1,7691,782+132302660.16%+37
CVS HEALTH CORP(CVS)5,4905,312-1783834200.26%+36
VERIZON COMMUNICATIONS INC(VZ)021,486+21,48608100.49%+810
HONEYWELL INTL INC(HON)1,2571,267+102322660.16%+33
CISCO SYS INC(CSCO)16,25417,953+1,6998749070.55%+33
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