Fund HoldingsENTERPRISE FINANCIAL SERVICES CORP

Total Portfolio Value
$179.75M
Total Bought
$15.29M
Total Sold
$10.18M
Net Transaction
+$5.11M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
META PLATFORMS INC(META)3,6156,084+2,4692,0693,5621.98%+1,493
HENRY JACK & ASSOC INC(JKHY)05,135+5,13509000.50%+900
APPLE INC(AAPL)45,76646,026+26010,66411,5266.41%+862
ENTERPRISE FINL SVCS CORP(EFSC)383,015363,382-19,63319,63320,49511.40%+861
ILLINOIS TOOL WKS INC(ITW)4,6847,824+3,1401,2281,9841.10%+757
AMAZON COM INC(AMZN)023,033+23,03305,0532.81%+5,053
WALMART INC(WMT)21,28324,876+3,5931,7192,2481.25%+529
ALPHABET INC(GOOG)022,792+22,79204,3152.40%+4,315
JPMORGAN CHASE & CO.(JPM)15,92316,143+2203,3583,8702.15%+512
MCDONALDS CORP(MCD)4,2466,207+1,9611,2931,7991.00%+506
BROADCOM INC(AVGO)7,9587,990+321,3731,8521.03%+480
ARISTA NETWORKS INC(ANET)04,247+4,24704690.26%+469
INTERNATIONAL BUSINESS MACHS(IBM)2,9835,054+2,0716591,1110.62%+452
COMMERCE BANCSHARES INC(CBSH)06,604+6,60404110.23%+411
TAIWAN SEMICONDUCTOR MFG LTD(TSM)05,553+5,55301,0970.61%+1,097
BANK AMERICA CORP021,884+21,88409620.54%+962
NVIDIA CORPORATION(NVDA)29,10028,755-3453,5343,8622.15%+328
MICROSOFT CORP(MSFT)026,284+26,284011,0796.16%+11,079
LAM RESEARCH CORP(LRCX)03,977+3,97702870.16%+287
TESLA INC(TSLA)1,9211,945+245037850.44%+283
FORTINET INC(FTNT)16,40316,366-371,2721,5460.86%+274
S&P GLOBAL INC(SPGI)0506+50602520.14%+252
GE VERNOVA INC(GEV)0728+72802390.13%+239
COMCAST CORP NEW(CCZ)011,490+11,49004310.24%+431
GOLDMAN SACHS GROUP INC(GS)0386+38602210.12%+221
PROLOGIS INC.(PLD)02,075+2,07502190.12%+219
PHILLIPS 66(PSX)01,908+1,90802170.12%+217
ALPHABET INC(GOOG)09,118+9,11801,7360.97%+1,736
ONEOK INC NEW(OKE)02,139+2,13902150.12%+215
WILLIAMS COS INC(WMB)03,926+3,92602120.12%+212
ENTERPRISE PRODS PARTNERS L(EPD)06,757+6,75702120.12%+212
WELLS FARGO CO NEW(WFC)02,855+2,85502010.11%+201
BOSTON SCIENTIFIC CORP(BSX)02,242+2,24202000.11%+200
PROCTER AND GAMBLE CO(PG)9,08010,439+1,3591,5731,7500.97%+177
MASTERCARD INCORPORATED(MA)5,6495,629-202,7892,9641.65%+175
MARVELL TECHNOLOGY INC(MRVL)04,563+4,56305040.28%+504
VISA INC(V)05,316+5,31601,6800.93%+1,680
EMERSON ELEC CO(EMR)010,754+10,75401,3330.74%+1,333
CISCO SYS INC(CSCO)14,00915,012+1,0037468890.49%+143
AMEREN CORP(AEE)9,60610,906+1,3008409720.54%+132
AUTOMATIC DATA PROCESSING IN4,3714,533+1621,2101,3270.74%+117
US BANCORP DEL(USB)36,65336,782+1291,6761,7590.98%+83
NETFLIX INC(NFLX)0496+49604420.25%+442
BOEING CO(BA)02,756+2,75604880.27%+488
SALESFORCE INC(CRM)1,1391,145+63123830.21%+71
YUM CHINA HLDGS INC(YUMC)21,72421,72409781,0460.58%+68
COSTCO WHSL CORP NEW(COST)0869+86907960.44%+796
AMERICAN EXPRESS CO(AXP)02,149+2,14906380.35%+638
MORGAN STANLEY(MS)02,675+2,67503360.19%+336
AT&T INC(T)38,06639,751+1,6858379050.50%+68
DISNEY WALT CO(DIS)03,536+3,53603940.22%+394
BELLRING BRANDS INC(BRBR)04,167+4,16703140.17%+314
AON PLC(AON)4,5774,570-71,5841,6410.91%+58
SERVICENOW INC(NOW)410399-113674230.24%+56
FISERV INC(FISV)2,1482,144-43864400.25%+55
CARLYLE GROUP INC(CG)6,7306,677-532903370.19%+47
HOME DEPOT INC(HD)3,0143,258+2441,2211,2670.71%+46
LOEWS CORP(L)7,7337,73306116550.36%+44
BLACKSTONE INC(BX)02,283+2,28303940.22%+394
BRISTOL-MYERS SQUIBB CO(BMY)8,4768,396-804394750.26%+36
COPART INC(CPRT)08,214+8,21404710.26%+471
ACCENTURE PLC IRELAND
SHS CLASS A
2,3072,402+958158450.47%+30
DARDEN RESTAURANTS INC(DRI)1,3071,30702152440.14%+29
RTX CORPORATION(RTX)8,8039,405+6021,0671,0880.61%+22
AIR PRODS & CHEMS INC1,0551,156+1013143350.19%+21
LOWES COS INC(LOW)3,7954,250+4551,0281,0490.58%+21
PALO ALTO NETWORKS INC(PANW)5861,208+6222002200.12%+20
AFLAC INC(AFL)2,2972,665+3682572760.15%+19
DEERE & CO(DE)2,9242,92401,2201,2390.69%+19
PHILIP MORRIS INTL INC(PM)5,1605,351+1916266440.36%+18
CATERPILLAR INC(CAT)01,355+1,35504920.27%+492
PNC FINL SVCS GROUP INC(PNC)1,5561,578+222883040.17%+17
ALTRIA GROUP INC(MO)4,8585,052+1942482640.15%+16
SAP SE(SAP)1,1351,117-182602750.15%+15
REGIONS FINANCIAL CORP NEW(RF)43,27243,27201,0101,0180.57%+8
WIPRO LTD(WIT)13,29626,592+13,29686940.05%+8
OREILLY AUTOMOTIVE INC(ORLY)295293-23403470.19%+8
TJX COS INC NEW(TJX)02,357+2,35702850.16%+285
GRAINGER W W INC(GWW)44744704644710.26%+7
FAIR ISAAC CORP(FICO)196194-23813860.21%+5
SOUTHERN MO BANCORP INC(SMBC)4,7984,79802712750.15%+4
FEDEX CORP(FDX)0813+81302290.13%+229
CLOROX CO DEL(CLX)6,0066,030+249789790.54%+1
ALTO INGREDIENTS INC50,00050,000081780.04%-2
LLOYDS BANKING GROUP PLC(LYG)012,058+12,0580330.02%+33
EATON CORP PLC(ETN)3,2143,195-191,0651,0600.59%-5
CHEVRON CORP NEW(CVX)07,571+7,57101,0970.61%+1,097
WASTE MGMT INC DEL(WM)0998+99802010.11%+201
CORTEVA INC(CTVA)3,9453,94502322250.13%-7
BANCO SANTANDER S.A.(SAN)15,28215,282078700.04%-8
STRYKER CORPORATION(SYK)0693+69302500.14%+250
CHURCH & DWIGHT CO INC(CHD)05,342+5,34205590.31%+559
POST HLDGS INC(POST)1,9361,821-1152242080.12%-16
TENCENT HOLDINGS LIMITED03,846+3,84602050.11%+205
EXELON CORP(EXC)5,8295,812-172362190.12%-18
ABBOTT LABS9,0598,975-841,0331,0150.56%-18
AMERICAN TOWER CORP NEW(AMT)2,0312,478+4474724540.25%-18
ALLIANZ SE8,0208,030+102632450.14%-18
WASTE CONNECTIONS INC(WCN)02,046+2,04603510.20%+351
3M CO(MMM)2,7332,725-83743520.20%-22
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