Enterprise Financial Services Corp

Holdings as of Mar 31, 2026 · filed May 5, 2026

$197310837
Portfolio value
167
Positions
Source: SEC 13-F ↗
Original filing
# Holding Value % Port. Δ Shares Change (QoQ)
1 Enterprise Finl Svcs Corp $17994929 9.12% +983 +0.30%
2 Apple Inc $12229886 6.20% +1973 +4.27%
3 Pepsico Inc $10515617 5.33% -486 -0.71%
4 Microsoft Corp $10007174 5.07% +1728 +6.83%
5 Alphabet Inc $7272392 3.69% +755 +3.08%
6 Berkshire Hathaway Inc Del $7181400 3.64% Held
7 Nvidia Corporation $6650743 3.37% +1865 +5.14%
8 Amazon Com Inc $5065750 2.57% -1807 -6.92%
9 Jpmorgan Chase & Co $4511237 2.29% -204 -1.31%
10 Meta Platforms Inc $3852723 1.95% -195 -2.81%
11 Exxon Mobil Corp $3673477 1.86% +5106 +30.86%
12 Yum Brands Inc $3407592 1.73% +38 +0.17%
13 Walmart Inc $2952768 1.50% +185 +0.78%
14 Mastercard Incorporated $2798095 1.42% +17 +0.30%
15 Broadcom Inc $2741639 1.39% +189 +2.18%
16 Abbvie Inc $2719929 1.38% +665 +5.62%
17 Applied Matls Inc $2578804 1.31% +3107 +70.01%
18 Alphabet Inc $2400443 1.22% -76 -0.90%
19 Merck & Co Inc $2240641 1.14% +109 +0.59%
20 Berkshire Hathaway Inc Del $2063434 1.05% -116 -2.62%
21 Johnson & Johnson $2015652 1.02% -493 -5.64%
22 Nextera Energy Inc $1935340 0.98% -2427 -10.43%
23 Us Bancorp $1903149 0.96% +64 +0.18%
24 Mcdonalds Corp $1866604 0.95% +20 +0.33%
25 Eli Lilly & Co $1850576 0.94% +23 +1.16%
26 Micron Technology Inc $1748997 0.89% +4121 +390.25%
27 Chevron Corporation $1745821 0.88% +330 +4.07%
28 Taiwan Semiconductor Manufac $1726923 0.88% +414 +8.82%
29 Illinois Tool Wks Inc $1668978 0.85% -511 -7.38%
30 Aon Plc $1419263 0.72% -139 -3.06%
31 Rtx Corporation $1417428 0.72% -2 -0.03%
32 Emerson Elec Co $1400341 0.71% +29 +0.27%
33 Fortinet Inc $1369300 0.69% +655 +4.07%
34 Visa Inc $1346478 0.68% -774 -14.80%
35 Cisco Sys Inc $1340676 0.68% +4099 +31.10%
36 At&T Inc $1221972 0.62% -986 -2.29%
37 Procter & Gamble Co $1214306 0.62% +311 +3.84%
38 Costco Wholesale Corporation $1184754 0.60% +160 +15.55%
39 Deere & Co $1177859 0.60% -839 -28.63%
40 Tesla Inc $1081420 0.55% +91 +3.23%
41 International Business Machs $1060887 0.54% +974 +28.63%
42 Yum China Hldgs Inc $1052750 0.53% +47 +0.22%
43 Regions Financial Corp New $1048038 0.53% -172 -0.43%
44 Oracle Corp $965482 0.49% -199 -2.94%
45 Eaton Corp Plc $962846 0.49% -613 -18.55%
46 Ge Aerospace $959141 0.49% +194 +6.09%
47 Lam Research Corp $906131 0.46% +2 +0.05%
48 Abbott Laboratories $896718 0.45% -122 -1.38%
49 Home Depot Inc $892278 0.45% -49 -1.77%
50 Ameren Corp $884965 0.45% -46 -0.57%
51 Philip Morris Intl Inc $845052 0.43% +108 +2.16%
52 Automatic Data Processing In $828974 0.42% -76 -1.83%
53 American Express Co $828794 0.42% +588 +27.32%
54 Loews Corp $826167 0.42% +1 +0.01%
55 Henry Jack & Assoc Inc $817224 0.41% -12 -0.23%
56 Caterpillar Inc $813311 0.41% -13 -1.12%
57 Lowes Cos Inc $809731 0.41% -187 -5.17%
58 Coca Cola Co $792060 0.40% +358 +3.56%
59 Ge Vernova Inc $789101 0.40% +24 +2.73%
60 Crane Company $756162 0.38% +1 +0.02%
61 Bank America Corp $730615 0.37% -210 -1.38%
62 Lockheed Martin Corp $725871 0.37% +111 +10.18%
63 Pfizer Inc $721122 0.37% +408 +1.61%
64 Trane Technologies Plc $707624 0.36% +8 +0.47%
65 United Rentals Inc $703059 0.36% -3 -0.31%
66 Union Pac Corp $669873 0.34% +223 +8.79%
67 Verizon Communications Inc $667208 0.34% -1902 -12.52%
68 Starbucks Corp $609659 0.31% +22 +0.32%
69 Danaher Corp Del $589466 0.30% -110 -3.42%
70 Netflix Inc. $577188 0.29% +243 +4.22%
71 Constellation Energy Corp $576930 0.29% -20 -0.96%
72 Thermo Fisher Scientific Inc $574106 0.29% -13 -1.10%
73 Clorox Co Del $561466 0.28% -18 -0.33%
74 Boeing Co $561463 0.28% +51 +1.84%
75 Arista Networks Inc $542564 0.27% +94 +2.17%
76 Palantir Technologies Inc $513296 0.26% +512 +17.08%
77 Accenture Plc Ireland $510397 0.26% +212 +8.98%
78 Advanced Micro Devices Inc $509795 0.26% +828 +49.34%
79 Texas Instrs Inc $488067 0.25% +917 +57.42%
80 Church & Dwight Co Inc $474998 0.24% +59 +1.17%
81 Asml Hldg Nv $466252 0.24% +17 +5.06%
82 Progressive Corp $463880 0.24% +524 +28.85%
83 Morgan Stanley $452567 0.23% -79 -2.79%
84 Tjx Cos Inc New $444604 0.23% +106 +3.96%
85 Intel Corp $426824 0.22% +3531 +57.50%
86 Bristol-Myers Squibb Co $424610 0.22% +80 +1.16%
87 Pnc Finl Svcs Group Inc $424502 0.22% +520 +34.21%
88 Nike Inc $415217 0.21% +204 +2.66%
89 D R Horton Inc $413305 0.21% -18 -0.59%
90 Amgen Inc $411312 0.21% +17 +1.48%
91 Unitedhealth Group Inc $397225 0.20% -24 -1.61%
92 3m Co $389506 0.20% +8 +0.30%
93 Goldman Sachs Group Inc $388308 0.20% +35 +8.25%
94 Altria Group Inc $382741 0.19% +119 +2.09%
95 Oreilly Automotive Inc $379301 0.19% -9 -0.22%
96 Marathon Pete Corp $370908 0.19% -170 -10.07%
97 Allianz Se $364907 0.18% -450 -4.93%
98 Xylem Inc $356349 0.18% -4 -0.13%
99 Hca Healthcare Inc $352563 0.18% +8 +1.09%
100 Tencent Hldgs Ltd $347393 0.18% +804 +17.14%
101 Duke Energy Corp New $336253 0.17% +156 +6.47%
102 Transdigm Group Inc $334938 0.17% -11 -3.67%
103 Linde Plc $328688 0.17% +49 +7.98%
104 Disney Walt Co $327209 0.17% +86 +2.60%
105 Waste Mgmt Inc Del $326301 0.17% +330 +30.28%
106 Novartis Ag $322149 0.16% -214 -9.21%
107 Marvell Technology Inc $315771 0.16% +107 +3.47%
108 Fedex Corp $313793 0.16% +21 +2.44%
109 Blackstone Inc $307482 0.16% +46 +1.75%
110 Southern Mo Bancorp Inc $306784 0.16% Held
111 Carrier Global Corporation $302778 0.15% -95 -1.74%
112 Astrazeneca Plc $302535 0.15% NEW BUY
113 Seagate Technology Hldngs Pl $300479 0.15% +9 +1.19%
114 Waste Connections Inc $299051 0.15% -33 -1.76%
115 Calix Inc $297957 0.15% Held
116 Zoetis Inc $297416 0.15% +25 +1.00%
117 Qualcomm Inc $293617 0.15% +459 +25.21%
118 General Mills Inc $289422 0.15% -729 -8.57%
119 Exelon Corp $283482 0.14% -27 -0.46%
120 Kla Corp $282701 0.14% +10 +5.49%
121 Williams Cos Inc $281366 0.14% -199 -4.90%
122 Schwab Charles Corp $278838 0.14% NEW BUY
123 Roche Hldgs Ag Basel $277182 0.14% +345 +6.60%
124 Corteva Inc $270884 0.14% +19 +0.59%
125 Shell Plc $269793 0.14% NEW BUY
126 Price T Rowe Group Inc $265913 0.13% NEW BUY
127 Servicenow Inc $264302 0.13% -305 -10.77%
128 Aflac Inc $262316 0.13% -46 -1.89%
129 Darden Restaurants Inc $260928 0.13% +3 +0.23%
130 United Parcel Svcs Inc $259329 0.13% +36 +1.38%
131 Cme Group Inc $258430 0.13% +33 +3.92%
132 Enterprise Prods Partners L $257651 0.13% -448 -6.17%
133 Abb Ltd $248763 0.13% +77 +2.55%
134 Palo Alto Networks Inc $245770 0.12% +197 +14.75%
135 Analog Devices Inc $243694 0.12% +4 +0.52%
136 Realty Income Corp $243006 0.12% +255 +6.86%
137 Southern Co $242168 0.12% NEW BUY
138 General Dynamics Corp $240939 0.12% +15 +2.18%
139 Stryker Corporation $236256 0.12% +20 +2.86%
140 Target Corp $235733 0.12% NEW BUY
141 Northrop Grumman Corp $234008 0.12% -13 -3.65%
142 Mckesson Corp $233646 0.12% +8 +3.05%
143 Booking Holdings Inc $231567 0.12% +7 +14.58%
144 Oneok Inc New $228867 0.12% NEW BUY
145 Toyota Motor Corp $218455 0.11% +18 +1.73%
146 Kimberly-Clark Corp $216285 0.11% -640 -22.21%
147 S&P Global Inc $212244 0.11% -12 -2.35%
148 Woori Finl Group Inc $211921 0.11% NEW BUY
149 Leidos Holdings Inc $211196 0.11% +1 +0.07%
150 Ameriprise Finl Inc $211090 0.11% NEW BUY
151 Wec Energy Group Inc $209659 0.11% NEW BUY
152 American Tower Corp $209166 0.11% -27 -2.18%
153 Cencora Inc $207017 0.10% +10 +1.54%
154 Gilead Sciences Inc $205152 0.10% NEW BUY
155 Travelers Companies Inc $203884 0.10% NEW BUY
156 Adobe Inc $203214 0.10% +102 +13.90%
157 Sap Se $202541 0.10% -104 -8.08%
158 Viatris Inc $178629 0.09% NEW BUY
159 Banco Santander Sa $170282 0.09% -987 -6.14%
160 Munich Re Group $158382 0.08% +1700 +15.60%
161 Dr Reddys Labs Ltd $140230 0.07% NEW BUY
162 United Microelectronics Corp $114171 0.06% +502 +4.11%
163 Mizuho Financial Group Inc $84719 0.04% NEW BUY
164 Wipro Ltd $70863 0.04% -7925 -19.17%
165 Lloyds Banking Group Plc $50344 0.03% Held
166 Medical Properties Trust Inc $47563 0.02% -84 -0.81%
167 Autotrader Group Plc $16312 0.01% NEW BUY

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.