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MOTCO
John C. Miller · Investment Advisor · Value
MOTCO, based in San Antonio, Texas, is an institutional investment manager and trust company formerly known as Mission Trust & Investment Co. The firm provides comprehensive wealth management, trust, and fiduciary services to high-net-worth individuals, families, and institutional clients. Established with a focus on South Texas, MOTCO specializes in tailored portfolio management and personal trust solutions, acting as a dedicated fiduciary to help clients navigate complex financial objectives and multi-generational wealth preservation.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +25.4% |
| YTD return | +16.6% |
| Sharpe ratio | 4.10 |
| Win rate | 65% |
| AUM | $0.5B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.5B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | http://www.themissiontrust.com/ |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AVGO | Broadcom Inc | 9.5% | +4.0% |
| AAPL | Apple Inc | 8.9% | +22.6% |
| MSFT | Microsoft Corporation | 8.5% | +0.8% |
| GOOGL | Alphabet Inc Class A | 7.8% | +35.2% |
| NVDA | NVIDIA Corporation | 7.3% | +13.2% |
| JPM | JPMorgan Chase & Co | 5.9% | +12.0% |
| APH | Amphenol Corporation | 5.4% | -7.3% |
| RUSHA | Rush Enterprises A Inc | 4.9% | +85.6% |
| PANW | Palo Alto Networks Inc | 4.9% | +56.2% |
| DELL | Dell Technologies Inc | 4.0% | +38.4% |
| GS | Goldman Sachs Group Inc | 3.9% | +15.7% |
| JNJ | Johnson & Johnson | 3.8% | +35.7% |
| AMZN | Amazon.com Inc | 3.6% | +15.2% |
| LLY | Eli Lilly and Company | 3.4% | +28.9% |
| META | Meta Platforms Inc. | 3.2% | +15.4% |
| XOM | Exxon Mobil Corp | 3.2% | +9.2% |
| MCHP | Microchip Technology Inc | 2.9% | +7.7% |
| TMO | Thermo Fisher Scientific Inc | 2.9% | +3.9% |
| WMT | Walmart Inc. Common Stock | 2.9% | -0.7% |
| COST | Costco Wholesale Corp | 2.9% | -3.8% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | BUY | MCHP | 3.0% → 2.9% |
| Sep 14, 2026 | BUY | NVDA | 7.4% → 7.3% |
| Sep 14, 2026 | SELL | NOW | 2.9% → 0.0% |
| Sep 14, 2026 | SELL | JPM | 6.1% → 5.9% |
| Sep 14, 2026 | BUY | AMZN | 3.6% → 3.6% |
Investment Style Analysis
MOTCO is widely recognized for employing a Value strategy. As of Sep 18, 2026, the firm oversees approximately $0.5B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Software - Infrastructure sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, MOTCO made a significant move by increasing exposure to MCHP. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
MOTCO employs a disciplined, long-term investment philosophy that prioritizes capital preservation and steady growth through diversified asset allocation. The firm utilizes a combination of fundamental research and quantitative analysis to align investment portfolios with the unique risk tolerances and long-term goals of its clients. Its approach is characterized by a commitment to fiduciary responsibility, emphasizing risk management and the selection of high-quality securities to achieve consistent results across various market cycles.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with MOTCO.
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Frequently asked questions
How is the simulated portfolio for MOTCO constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is MOTCO's largest holding?
As of the latest filing, MOTCO's top position is Broadcom Inc (AVGO), representing 9.5% of the portfolio. This reflects a high-conviction bet by the institution.
What is MOTCO's historical performance and risk profile?
Our simulation indicates a total return of +25.4% with a win rate of 65%. Notably, the portfolio maintains a Sharpe Ratio of 4.10, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does MOTCO primarily invest in?
MOTCO has a strong preference for the Semiconductors sector, which makes up 19.8% of their disclosed assets. The portfolio also has exposure to Software - Infrastructure, indicating a specific thematic focus.
Is MOTCO's portfolio concentrated or diversified?
MOTCO runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 26.9% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has MOTCO performed in 2026?
Our AI-simulated model portfolio for MOTCO tracks a Year-to-Date (YTD) return of +16.6%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does John C. Miller manage MOTCO directly?
Yes, John C. Miller serves as the key portfolio manager for MOTCO, overseeing the investment strategy and final capital allocation decisions.