Enterprise Financial Services Corp

Holdings as of Jun 30, 2026 · filed Aug 4, 2026

$244921856
Portfolio value
184
Positions
Source: SEC 13-F ↗
Original filing
# Holding Value % Port. Δ Shares Change (QoQ)
1 Enterprise Finl Svcs Corp $33727924 13.77% +179398 +53.94%
2 Apple Inc $14416203 5.89% +1632 +3.39%
3 Microsoft Corp $9994324 4.08% -241 -0.89%
4 Alphabet Inc $9448147 3.86% +1148 +4.54%
5 Pepsico Inc $9231707 3.77% +465 +0.69%
6 Nvidia Corporation $7775897 3.17% +727 +1.91%
7 Amazon Com Inc $6100788 2.49% +1274 +5.24%
8 Micron Technology Inc $6057713 2.47% +71 +1.37%
9 Berkshire Hathaway Inc Del $5990800 2.45% -2 -20.00%
10 Applied Matls Inc $5352369 2.19% -142 -1.88%
11 Jpmorgan Chase & Co $5197017 2.12% +541 +3.53%
12 Yum Brands Inc $3679977 1.50% +1103 +5.03%
13 Meta Platforms Inc $3576891 1.46% -384 -5.70%
14 Broadcom Inc $3477565 1.42% +348 +3.93%
15 Abbvie Inc $3297741 1.35% +599 +4.79%
16 Exxon Mobil Corp $3129793 1.28% +1240 +5.73%
17 Alphabet Inc $3117077 1.27% +454 +5.43%
18 Mastercard Incorporated $2837640 1.16% -75 -1.34%
19 Walmart Inc $2732850 1.12% +370 +1.56%
20 Fortinet Inc $2552856 1.04% -138 -0.82%
21 Taiwan Semiconductor Manufac $2501988 1.02% +129 +2.52%
22 Eli Lilly & Co $2481620 1.01% +57 +2.83%
23 Merck & Co Inc $2392541 0.98% -8 -0.04%
24 Berkshire Hathaway Inc Del $2340323 0.96% +371 +8.62%
25 Us Bancorp $2254550 0.92% +735 +2.01%
26 Johnson & Johnson $2101601 0.86% +29 +0.35%
27 Cisco Sys Inc $2080098 0.85% +430 +2.49%
28 Lam Research Corp $1871551 0.76% +78 +1.84%
29 Nextera Energy Inc $1866165 0.76% +425 +2.04%
30 Illinois Tool Wks Inc $1697739 0.69% -135 -2.11%
31 Visa Inc $1609777 0.66% +237 +5.32%
32 Chevron Corporation $1595107 0.65% +1185 +14.04%
33 Mcdonalds Corp $1568878 0.64% -202 -3.36%
34 Emerson Elec Co $1554465 0.63% +171 +1.60%
35 Advanced Micro Devices Inc $1534763 0.63% +136 +5.43%
36 Rtx Corporation $1449347 0.59% +291 +3.96%
37 Aon Plc $1446167 0.59% -37 -0.84%
38 Intel Corp $1433580 0.59% +595 +6.15%
39 Ge Aerospace $1404103 0.57% +377 +11.15%
40 Caterpillar Inc $1392888 0.57% +160 +13.94%
41 Deere & Co $1318136 0.54% -13 -0.62%
42 Procter & Gamble Co $1285738 0.52% +361 +4.29%
43 Tesla Inc $1278203 0.52% +130 +4.47%
44 International Business Machs $1264257 0.52% +119 +2.72%
45 Regions Financial Corp New $1211533 0.49% -7 -0.02%
46 Eaton Corp Plc $1153080 0.47% +14 +0.52%
47 Costco Wholesale Corporation $1140337 0.47% +30 +2.52%
48 Ge Vernova Inc $1137263 0.46% +64 +7.08%
49 United Rentals Inc $1094371 0.45% +1 +0.10%
50 Bank Of Amer Corp $1028203 0.42% +3058 +20.40%
51 American Express Co $990057 0.40% +187 +6.82%
52 Crane Company $986415 0.40% Held
53 Automatic Data Processing In $961640 0.39% +214 +5.25%
54 Home Depot Inc $958936 0.39% +6 +0.22%
55 Oracle Corp $957996 0.39% -26 -0.40%
56 Coca Cola Co $954678 0.39% +1332 +12.79%
57 Marvell Technology Inc $945502 0.39% -14 -0.44%
58 Philip Morris Intl Inc $941997 0.38% +96 +1.88%
59 Yum China Hldgs Inc $918102 0.37% +882 +4.09%
60 Ameren Corp $909972 0.37% -1 -0.01%
61 Loews Corp $876132 0.36% -1 -0.01%
62 At&T Inc $845574 0.35% -1302 -3.09%
63 Trane Technologies Plc $844303 0.34% +21 +1.24%
64 Abbott Laboratories $825371 0.34% +362 +4.14%
65 Union Pac Corp $801856 0.33% +187 +6.77%
66 Lowes Cos Inc $790236 0.32% +157 +4.58%
67 Texas Instrs Inc $772596 0.32% +78 +3.10%
68 Dell Technologies Inc $760663 0.31% NEW BUY
69 Seagate Technology Hldngs Pl $753665 0.31% +14 +1.83%
70 Asml Hldg Nv $746039 0.30% +22 +6.23%
71 Arista Networks Inc $737108 0.30% -80 -1.81%
72 Unitedhealth Group Inc $688698 0.28% +189 +12.87%
73 Starbucks Corp $677620 0.28% -174 -2.56%
74 Henry Jack & Assoc Inc $668452 0.27% -318 -6.15%
75 Morgan Stanley $657848 0.27% +397 +14.44%
76 Thermo Fisher Scientific Inc $637729 0.26% +104 +8.90%
77 Kla Corp $619711 0.25% +1862 +969.79%
78 Lockheed Martin Corp $599124 0.24% -25 -2.08%
79 Verizon Communications Inc $587424 0.24% +583 +4.39%
80 Pfizer Inc $586998 0.24% -1304 -5.08%
81 Boeing Co $584684 0.24% -120 -4.25%
82 Palo Alto Networks Inc $542903 0.22% +59 +3.85%
83 Netflix Inc. $524075 0.21% +1337 +22.27%
84 Constellation Energy Corp $520334 0.21% +29 +1.40%
85 Pnc Finl Svcs Group Inc $497855 0.20% -18 -0.88%
86 Goldman Sachs Group Inc $492537 0.20% +28 +6.10%
87 D R Horton Inc $486359 0.20% -26 -0.86%
88 Progressive Corp $484302 0.20% -123 -5.26%
89 Church & Dwight Co Inc $482558 0.20% -109 -2.14%
90 Clorox Co Del $465364 0.19% -542 -10.00%
91 Amgen Inc $463875 0.19% +112 +9.58%
92 Bristol-Myers Squibb Co $442694 0.18% +682 +9.74%
93 Linde Plc $442655 0.18% +190 +28.66%
94 Qualcomm Inc $439429 0.18% +98 +4.30%
95 Allianz Se $438215 0.18% +620 +7.14%
96 3m Co $433756 0.18% -3 -0.11%
97 Tjx Cos Inc New $427836 0.17% +40 +1.44%
98 Transdigm Group Inc $418260 0.17% +25 +8.65%
99 Analog Devices Inc $410275 0.17% +267 +34.86%
100 Altria Group Inc $407523 0.17% -136 -2.34%
101 Xylem Inc $407351 0.17% +464 +15.56%
102 Ase Technology Hldg Co Ltd $394619 0.16% NEW BUY
103 Carrier Global Corporation $394402 0.16% Held
104 Citigroup Inc $386429 0.16% NEW BUY
105 Marathon Pete Corp $383759 0.16% -18 -1.18%
106 Danaher Corp Del $378673 0.15% -1121 -36.06%
107 Southern Mo Bancorp Inc $365655 0.15% Held
108 Oreilly Automotive Inc $361268 0.15% -186 -4.53%
109 Blackstone Inc $361246 0.15% +396 +14.81%
110 Abb Ltd $360448 0.15% +225 +7.28%
111 United Microelectronics Corp $354463 0.14% +313 +2.46%
112 Price T Rowe Group Inc $346981 0.14% +102 +3.46%
113 Disney Walt Co $334083 0.14% +76 +2.24%
114 Novartis Ag $326133 0.13% -28 -1.33%
115 Nike Inc $321831 0.13% -21 -0.27%
116 Waste Mgmt Inc Del $302224 0.12% -64 -4.51%
117 Duke Energy Corp New $299023 0.12% -206 -8.02%
118 Aflac Inc $298635 0.12% +156 +6.52%
119 Roche Hldgs Ag Basel $297830 0.12% +224 +4.02%
120 Kimberly-Clark Corp $295171 0.12% +447 +19.94%
121 Waste Connections Inc $294206 0.12% -76 -4.13%
122 Palantir Technologies Inc $293774 0.12% -991 -28.24%
123 Tencent Hldgs Ltd $292058 0.12% -206 -3.75%
124 Amphenol Corp $290221 0.12% NEW BUY
125 Williams Cos Inc $283978 0.12% -46 -1.19%
126 Gilead Sciences Inc $281106 0.11% +753 +51.15%
127 Corning Inc $279694 0.11% NEW BUY
128 Astrazeneca Plc $279309 0.11% -61 -3.98%
129 Hca Healthcare Inc $277991 0.11% -32 -4.30%
130 United Parcel Svcs Inc $275414 0.11% -74 -2.81%
131 Corteva Inc $275242 0.11% +14 +0.43%
132 Accenture Plc Ireland $274638 0.11% -367 -14.26%
133 Exelon Corp $273286 0.11% +79 +1.37%
134 Darden Restaurants Inc $272756 0.11% -7 -0.53%
135 Enterprise Prods Partners L $268678 0.11% +500 +7.34%
136 General Dynamics Corp $263553 0.11% +42 +5.98%
137 Schwab Charles Corp $259278 0.11% -157 -5.29%
138 Jazz Pharmaceuticals Plc $257837 0.11% NEW BUY
139 General Mills Inc $255954 0.10% -421 -5.41%
140 Viatris Inc $253634 0.10% +2750 +20.80%
141 Siemens A G $252466 0.10% NEW BUY
142 Advantest Corp $251959 0.10% NEW BUY
143 Crowdstrike Hldgs Inc $251835 0.10% NEW BUY
144 Kb Finl Group Inc $249909 0.10% NEW BUY
145 Southern Co $245399 0.10% +55 +2.19%
146 Royal Bk Cda $243603 0.10% NEW BUY
147 Target Corp $241627 0.10% -95 -4.88%
148 Realty Income Corp $238731 0.10% -119 -3.00%
149 Wec Energy Group Inc $235991 0.10% +210 +11.60%
150 Stryker Corporation $235499 0.10% +29 +4.03%
151 Travelers Companies Inc $233724 0.10% +9 +1.29%
152 Phillips 66 $229907 0.09% NEW BUY
153 Paychex Inc $229796 0.09% NEW BUY
154 Woori Finl Group Inc $228336 0.09% +796 +25.02%
155 Fedex Corp $228271 0.09% -152 -17.25%
156 Shell Plc $228199 0.09% +42 +1.45%
157 Calix Inc $226980 0.09% Held
158 Shinhan Financial Group Co L $226940 0.09% NEW BUY
159 Monster Beverage Corp New $223862 0.09% NEW BUY
160 Oneok Inc New $223696 0.09% +41 +1.62%
161 Fifth Third Bancorp $220914 0.09% NEW BUY
162 Bhp Billiton Limited $217688 0.09% NEW BUY
163 Ameriprise Finl Inc $216534 0.09% -3 -0.63%
164 Tokyo Electron Ltd $214334 0.09% NEW BUY
165 Banco Santander Sa $214023 0.09% +413 +2.74%
166 Sap Se $212517 0.09% +196 +16.57%
167 Conocophillips $211454 0.09% NEW BUY
168 Western Digital Corp $209499 0.09% NEW BUY
169 Capital One Finl Corp $207239 0.08% NEW BUY
170 S&P Global Inc $206480 0.08% +8 +1.60%
171 Mitsubishi Ufj Financial Gro $203951 0.08% NEW BUY
172 Simon Ppty Group Inc New $202402 0.08% NEW BUY
173 Chubb Limited $201376 0.08% NEW BUY
174 Cvs Health Corp $201106 0.08% NEW BUY
175 British Amern Tob Plc $200533 0.08% NEW BUY
176 Schneider Electric Se $200363 0.08% NEW BUY
177 Blue Owl Capital Inc $153720 0.06% NEW BUY
178 Munich Re Group $122080 0.05% -1700 -13.49%
179 Mizuho Financial Group Inc $113570 0.05% +1185 +11.11%
180 Agnc Invt Corp $111418 0.05% NEW BUY
181 Wipro Ltd $92125 0.04% +7519 +22.49%
182 Lg Display Co Ltd $88295 0.04% NEW BUY
183 Lloyds Banking Group Plc $58351 0.02% Held
184 Medical Properties Trust Inc $50741 0.02% +710 +6.91%

Closed last quarter

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Holdings disclosed quarterly to the SEC on Form 13-F and may be up to 45 days old. Values as reported. For research only — not investment advice.