Motiv8 Investments »

Loomis Grw Y M utual fund shares owned by Motiv8 Investments

Quarter-by-quarter ownership of Loomis Grw Y M utual fund (LSGRX) shares owned by Motiv8 Investments from 13F filings

Historical chart of Motiv8 Investments investment in Loomis Grw Y M utual fund

Tip: Access up to 7 years of quarterly data

All positions including Loomis Grw Y M utual fund held by Motiv8 Investments consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Loomis Grw Y M utual fund by Motiv8 Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $20k 607 32.95

More positions owned by Motiv8 Investments

Cash Usd
Spdr S&p 500 Etf (SPY)
Ft Cboe Vest U.s. Equity Buffer Etf - July (FJUL)
Vanguard Growth ETF (VUG)
Innovator Etfs Tr s&p 500 power (PJAN)
Innovator Etfs Tr s&p 500 pwr (PJUL)
Innovator Etfs Tr s&p 500 pwretf (POCT)
Innovator Etfs Tr S&p 500 Pwr Bu (PAPR)
Vanguard Value ETF (VTV)
TransDigm Group Incorporated (TDG)
iShares Russell Midcap Index Fund (IWR)
Apple (AAPL)
Invesco Nasdaq 100 Etf (QQQM)
Berkshire Hathaway (BRK.B)
Caterpillar (CAT)

View all positions for Motiv8 Investments

Top funds holding Loomis Grw Y M utual fund

Wall Street Access Asset Management
Garton & Associates Financial Advisors
Motiv8 Investments
Financial Gravity Wealth

View all funds holding Loomis Grw Y M utual fund