HolderBook

First PREMIER Bank

Reported holdings as of Q2 2026, from 31 quarterly filings.

CIK
1653926
Reported value
$618.6K
Positions
358
Top 10 weight
42.7%
Filed
2026-07-15
Days after quarter end
15

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
VANGUARD INDEX FDSVTI$46.6K126,0107.54%-0.49pp31q+16.3%+$6.5K
VANGUARD BD INDEX FDSBND$41.6K566,7476.73%+5.96pp27q+1166.9%+$38.3K
VANGUARD TAX-MANAGED FDSVEA$36.9K518,0115.97%+4.57pp31q+448.6%+$30.2K
VANGUARD INDEX FDSVTV$32.4K148,5005.23%-1.43pp23q+0.9%
APPLE INCAAPL$26.0K89,6844.19%-1.11pp31q-1.0%
VANGUARD INDEX FDSVOO$24.4K35,4583.94%+3.05pp31q+452.8%+$19.9K
VANGUARD WORLD FDVGT$16.0K134,2422.59%-0.08pp31q+707.4%+$14.1K
VANGUARD INDEX FDSVUG$14.8K171,7412.39%-0.22pp22q+562.1%+$12.6K
VANGUARD WHITEHALL FDSVYM$14.7K93,2742.38%+0.90pp31q+115.6%+$7.9K
INVESCO ACTIVELY MANAGED EXCPHDG$10.7K262,0051.73%-0.97pp25q-15.5%-$2.0K
JOHNSON & JOHNSONJNJ$9.1K36,0241.48%-0.58pp31q-1.1%
VANGUARD SPECIALIZED FUNDSVIG$9.0K37,9521.45%+0.94pp31q+269.1%+$6.5K
VANGUARD INTL EQUITY INDEX FVEU$9.0K107,2031.45%+0.66pp31q+136.3%+$5.2K
VANGUARD INDEX FDSVO$8.9K110,5881.44%-0.37pp31q+305.8%+$6.7K
VANGUARD INDEX FDSVB$8.7K28,8181.41%-0.28pp31q+2.9%
MICROSOFT CORPMSFT$8.7K23,3481.41%-0.61pp31q-1.0%
JPMORGAN CHASE & COJPM$8.6K26,3581.39%-0.40pp31qHELD
VANGUARD INTL EQUITY INDEX FVWO$8.3K139,8271.35%+1.27pp31q+2042.9%+$8.0K
UNION PAC CORPUNP$7.9K29,2001.28%-0.39pp31q-2.2%
BERKSHIRE HATHAWAY INC DELBRKB$7.8K15,6021.26%-0.46pp31qHELD
MASTERCARD INCORPORATEDMA$7.5K14,5701.21%-0.47pp31qHELD
DUKE ENERGY CORP NEWDUK$7.4K58,4511.20%-0.59pp31q-0.9%
NORTHWESTERN ENERGY GROUP INNWE$7.3K101,7161.18%-0.40pp31q-1.8%
VANGUARD WHITEHALL FDSVYMI$7.0K71,1451.13%-0.54pp14q-7.5%
SOUTHERN COSO$6.8K71,4671.11%-0.62pp31q-7.7%
INVESCO EXCH TRADED FD TR IISPLV$6.8K90,9881.10%-0.44pp30qHELD
SPDR SERIES TRUSTSPMD$6.6K98,0701.07%-newNEW
ISHARES TRIVV$6.3K8,3761.01%+0.48pp31q+138.6%+$3.6K
PROCTER & GAMBLE COPG$6.2K42,3531.00%-0.41pp31qHELD
RTX CORPORATIONRTX$6.2K32,7321.00%-0.46pp25qHELD
XCEL ENERGY INCXEL$5.8K72,7030.94%-0.41pp31q-1.3%
DIMENSIONAL ETF TRUSTDFCF$5.7K135,4120.92%+0.52pp5q+228.8%+$4.0K
VANGUARD WORLD FDVHT$4.9K16,4860.80%-0.26pp31q-2.1%
DIMENSIONAL ETF TRUSTDFAI$4.8K115,2350.77%-0.07pp6q+23.4%
MCDONALDS CORPMCD$4.5K16,5880.72%-0.40pp31q+5.6%
INVESCO EXCHANGE TRADED FD TRSP$4.3K20,1400.69%-0.15pp31q+6.1%
PUBLIC SVC ENTERPRISE GROUPPEG$4.2K52,0420.68%-0.31pp31q-1.8%
US BANCORPUSB$3.9K64,5800.63%-0.15pp11qHELD
DIMENSIONAL ETF TRUSTDFAE$3.8K93,3100.61%+0.05pp6q+30.5%
PACER FDS TRCOWZ$3.5K56,2630.57%-0.28pp11q-4.0%
J P MORGAN EXCHANGE TRADED FJEPI$3.5K61,1560.56%-0.02pp21q+39.1%
SPDR SERIES TRUSTSPSM$3.3K57,3250.53%-newNEW
COCA COLA COKO$3.3K40,5960.53%-0.19pp31q-0.8%
AMGEN INCAMGN$3.2K8,9030.52%-0.21pp31q-0.5%
AMAZON COM INCAMZN$3.2K13,2940.51%-0.12pp31q+1.0%
CSX CORPCSX$3.2K66,4470.51%-0.13pp31q-1.0%
EMERSON ELEC COEMR$3.1K21,6190.50%-0.16pp31q-1.6%
FIRST TR EXCHANGE TRADED FDNXTG$3.0K19,5410.48%-0.02pp27qHELD
PEPSICO INCPEP$3.0K21,9240.48%-0.30pp31qHELD
EVERGY INCEVRG$2.9K33,6740.47%-0.17pp31q-1.1%
LATTICE STRATEGIES TRRODM$2.9K71,0200.46%-0.18pp30qHELD
PACER FDS TRCALF$2.8K55,4440.45%-0.04pp11q+15.6%
SPDR SERIES TRUSTSPYD$2.8K58,4370.45%-0.15pp30q+1.5%
WALMART INCWMT$2.8K24,4560.45%-0.26pp31q-0.8%
MERCK & CO INCMRK$2.8K21,5390.45%-0.16pp31q-2.1%
ECOLAB INCECL$2.7K9,6780.44%-0.16pp11q-1.0%
NVIDIA CORPORATIONNVDA$2.7K13,4150.43%-0.07pp21q+7.1%
WASTE MGMT INC DELWM$2.7K11,9410.43%-0.20pp31qHELD
AUTOMATIC DATA PROCESSING INADP$2.6K11,7510.43%-0.13pp31qHELD
VANGUARD INDEX FDSVOT$2.6K8,5250.42%+0.01pp19q+22.0%
PIMCO ETF TRBOND$2.5K26,7600.40%+0.15pp5q+126.7%+$1.4K
FLEXSHARES TRTLTD$2.4K24,7330.39%-0.14pp8qHELD
PIMCO ETF TRPYLD$2.4K89,5380.38%+0.20pp5q+197.9%+$1.6K
VANGUARD INDEX FDSVNQ$2.3K24,1220.38%-0.09pp31q+5.9%
BERKSHIRE HATHAWAY INC DELBRKA$2.2K30.36%-0.13pp31qHELD
MONDELEZ INTL INCMDLZ$1.9K32,5890.30%-0.13pp31qHELD
INVESCO EXCH TRADED FD TR IIPGX$1.8K169,0490.30%-0.14pp28q-3.0%
ISHARES TRHSCZ$1.8K42,2560.29%-0.07pp5q+7.5%
ISHARES GOLD TRIAU$1.8K23,4010.29%-0.19pp17qHELD
ABBVIE INCABBV$1.7K6,6970.27%-0.07pp31q-0.8%
STATE STR SPDR S&P 500 ETF TSPY$1.7K2,2390.27%-0.08pp31q-2.8%
INVESCO QQQ TRQQQ$1.6K2,2350.27%-0.04pp31q-3.3%
CISCO SYS INCCSCO$1.6K13,4800.26%flat31q-5.0%
EVERSOURCE ENERGYES$1.6K21,5190.25%-0.09pp31qHELD
STATE STR SPDR DOW JONES INDDIA$1.5K2,8000.24%-0.06pp30qHELD
LATTICE STRATEGIES TRROUS$1.4K21,4000.23%-0.06pp30qHELD
BANK OF AMER CORPBAC$1.4K25,0800.23%-0.05pp31qHELD
EXXON MOBIL CORPXOMXXXX$1.4K10,0700.22%-0.17pp31q+0.8%
BLACK HILLS CORPBKH$1.3K18,1310.22%-0.08pp31q-1.3%
ALPS ETF TRAMLP$1.3K25,0760.21%-0.10pp25qHELD
FIRST TR EXCHANGE-TRADED FDFTCS$1.3K13,7860.21%-0.09pp25qHELD
NORFOLK SOUTHN CORPNSC$1.3K4,0820.21%-0.07pp31q-1.1%
GE AEROSPACEGE$1.3K3,4180.21%-0.02pp17qHELD
ISHARES TRHYG$1.3K15,8990.21%+0.15pp4q+449.2%+$1.0K
ISHARES TRIDV$1.3K30,5150.20%-newNEW
LAMAR ADVERTISING COLAMR$1.2K7,7600.20%-0.03pp31qHELD
VANGUARD INTL EQUITY INDEX FVT$1.1K7,2680.18%-0.05pp31qHELD
LOCKHEED MARTIN CORPLMT$1.1K2,1240.17%-0.12pp31q+1.4%
EVERUS CONSTR GROUPECG$1.1K6,4940.17%flat6qHELD
CHEVRON CORPORATIONCVX$1.1K6,4500.17%-0.13pp31q+0.8%
VISA INCV$1.0K2,9900.17%-0.05pp31q-1.5%
CITIGROUP INCC$9927,0860.16%-0.03pp31qHELD
AMPLIFY ETF TRSWAN$94628,3430.15%-0.11pp25q-22.4%
J P MORGAN EXCHANGE TRADED FHELO$88713,1270.14%-0.03pp8q+11.6%
QUALCOMM INCQCOM$8614,6610.14%-0.05pp31q-25.4%
GE VERNOVA INCGEV$8196970.13%-0.01pp9qHELD
WELLS FARGO & COWFC$7739,3570.12%-0.05pp31q-0.5%
ENBRIDGE INCENB$74913,8030.12%-0.05pp31q-0.6%
FLEXSHARES TRTLTE$7489,6670.12%-0.03pp8qHELD
ISHARES TRIWR$7486,7830.12%-0.03pp31qHELD
ISHARES TRIWM$7482,4890.12%-0.02pp31qHELD
VANGUARD WORLD FDVFH$7405,6180.12%-0.05pp31q-9.8%
WISDOMTREE TRUSFR$72314,3680.12%-0.07pp15q-12.7%
BLACKSTONE INCBX$7206,1190.12%-0.05pp28qHELD
ISHARES TRISTB$72014,9210.12%-0.07pp27q-12.1%
VANGUARD BD INDEX FDSBSV$7209,2370.12%-0.07pp26q-12.0%
GILEAD SCIENCES INCGILD$7195,6920.12%-0.07pp31qHELD
ISHARES TRSTIP$7167,0050.12%-0.08pp22q-13.2%
ISHARES TRUSHY$68318,4520.11%-0.03pp8q+8.5%
ALPHABET INCGOOG$6631,8760.11%-0.02pp31q-1.1%
ELI LILLY & COLLY$6455380.10%-0.02pp21q-5.1%
STATE STR SPDR S&P MIDCAP 40MDY$6349020.10%-0.03pp8qHELD
ISHARES TRIJR$6334,2660.10%-0.01pp31q+7.5%
DAKTRONICS INCDAKT$62031,7000.10%-0.04pp22qHELD
VANGUARD WORLD FDVIS$6031,6730.10%+0.02pp31q+64.3%
FIRST TR EXCHNG TRADED FD VIFIXD$60113,7950.10%-0.10pp24q-28.0%
INVESCO EXCHANGE TRADED FD TPEY$57224,6800.09%-0.04pp29q-4.6%
TRI CONTL CORPTY$57016,5740.09%-0.03pp21qHELD
CAPITAL ONE FINL CORPCOF$5602,7890.09%-0.03pp31q-4.3%
ISHARES INCEMXC$5555,4200.09%+0.04pp10q+91.3%
J P MORGAN EXCHANGE TRADED FJGRO$5465,5430.09%-0.02pp5qHELD
VANGUARD BD INDEX FDSVUSB$54310,9090.09%+0.08pp17q+2081.8%
ALPHABET INCGOOGL$5341,4950.09%-0.02pp31q-5.4%
INTEL CORPINTC$5243,7530.08%+0.05pp31q-2.1%
SYSCO CORPSYY$5226,2400.08%-0.02pp31q+1.5%
MDU RES GROUP INCMDU$51824,4020.08%-0.03pp31q-0.5%
ABBOTT LABORATORIESABT$5155,6780.08%-0.06pp31q-7.1%
VERIZON COMMUNICATIONS INCVZ$51412,1430.08%-0.06pp31q-0.7%
MEDTRONIC PLCMDT$4836,1820.08%-0.04pp31q+5.0%
PROSHARES TRHDG$4698,5660.08%flat4q+31.2%
BROADCOM INCAVGO$4621,2240.07%-0.02pp10q-3.9%
CATERPILLAR INCCAT$4324060.07%-0.01pp21q-14.7%
PAYCHEX INCPAYX$4284,3470.07%-0.02pp31q-0.6%
VANGUARD STAR FDSVXUS$4094,7750.07%-0.02pp31qHELD
HOME DEPOT INCHD$4081,1570.07%-0.01pp31q+17.6%
OCCIDENTAL PETE CORPOXY$4078,3710.07%-0.06pp21qHELD
ALERUS FINL CORPALRS$39412,6700.06%-0.03pp28q-25.6%
CME GROUP INCCME$3851,7450.06%-0.06pp31qHELD
ON SEMICONDUCTOR CORPON$3784,0000.06%flat26q-1.7%
PFIZER INCPFE$37815,6320.06%-0.04pp31qHELD
J P MORGAN EXCHANGE TRADED FJAVA$3754,7180.06%-0.02pp5qHELD
AMERICAN EXPRESS COAXP$3401,0060.05%-0.02pp8q-6.2%
ASML HLDG NVASML$3301660.05%-0.01pp13q-14.4%
HONEYWELL INTL INCHONZZZZ$3181,3660.05%-0.02pp31qHELD
ISHARES TRIWF$3052,4560.05%-0.01pp31q+300.0%
KLA CORPKLAC$3021,0000.05%+0.01pp6q+900.0%
ENERGY TRANSFER L PET$29315,2880.05%-0.02pp31qHELD
ISHARES TRMTUM$2868340.05%flat31qHELD
AMERICAN CENTY ETF TRAVUV$2832,2680.05%-0.01pp14qHELD
FREEPORT-MCMORAN INCFCX$2834,5000.05%-0.02pp26qHELD
ISHARES TRIWD$2831,1690.05%-0.01pp31qHELD
ISHARES TRIJH$2773,5880.04%-0.01pp31q-1.8%
BROOKFIELD INFRASTRUCTURE PABIP$2777,5820.04%-0.02pp28qHELD
GLOBAL X FDSCOPX$2693,5000.04%-0.02pp26qHELD
STARBUCKS CORPSBUX$2532,4820.04%-0.05pp4q-42.3%
VANGUARD WORLD FDVCR$2516340.04%-0.01pp31q+5.5%
VANGUARD WORLD FDVPU$2461,2550.04%-0.02pp30qHELD
FLEXSHARES TRNFRA$2353,6660.04%-0.02pp8qHELD
GSK PLCGSK$2324,4330.04%-0.02pp16q+3.3%
VANGUARD WORLD FDVDE$2321,5480.04%-0.02pp31qHELD
VICOR CORPVICR$2286000.04%+0.02pp3q+20.0%
ENTERGY CORP NEWETR$2231,9400.04%-0.01pp31qHELD
VANGUARD INDEX FDSVBR$2219100.04%-0.01pp31qHELD
COSTCO WHOLESALE CORPORATIONCOST$2172320.04%-0.02pp21q-4.1%
DEERE & CODE$2153400.03%-0.01pp21qHELD
ISHARES TRIVW$2101,5300.03%-0.01pp14qHELD
ISHARES TRMBB$2052,1710.03%-0.01pp6q+2.4%
UNITED PARCEL SVCS INCUPS$2021,8760.03%-0.01pp31q-4.1%
VANGUARD WORLD FDVDC$1968700.03%-0.01pp31qHELD
CRH PLCCRH$1951,8220.03%-0.01pp12q+1.1%
SHELL PLCSHEL$1942,5000.03%-0.02pp17qHELD
VANGUARD INDEX FDSVOE$1949810.03%-0.01pp31qHELD
VANECK ETF TRUSTBIZD$18814,8470.03%-0.04pp26q-35.5%
ANALOG DEVICES INCADI$1854660.03%-0.01pp11q-6.6%
INVESCO EXCH TRADED FD TR IIQQQM$1856110.03%flat5qHELD
BOEING COBA$1838440.03%-0.01pp31qHELD
KNIFE RIVER CORPKNF$1792,1370.03%-0.01pp13qHELD
BRISTOL-MYERS SQUIBB COBMY$1773,0660.03%-0.01pp31q-1.2%
BLACKSTONE MORTGAGE TRUST INBXMT$17510,3150.03%-0.02pp31qHELD
SLB LIMITEDSLB$1753,7720.03%-0.02pp13q-1.4%
EATON CORP PLCETN$1734060.03%-0.01pp11q-1.5%
PRUDENTIAL FINL INCPRU$1681,5550.03%-0.01pp31q-14.8%
SELECT SECTOR SPDR TRXLK$1628490.03%flat26q-3.6%
INVESCO EXCHANGE TRADED FD TPPA$1599000.03%-newNEW
VANGUARD WORLD FDVOX$1568490.03%-0.01pp26qHELD
HONEYWELL AEROSPACE INCHONA$1516820.02%-newNEW
TRUIST FINL CORPTFC$1493,0000.02%-0.01pp27qHELD
ARK ETF TRARKX$1404,1000.02%-newNEW
ALLSTATE CORPALL$1395840.02%-0.01pp31qHELD
ISHARES TRIVE$1396140.02%-0.01pp14qHELD
ISHARES TRIDEV$1381,5470.02%-0.01pp15q-9.8%
BP PLCBP$1323,5660.02%-0.02pp31qHELD
BLACKROCK INCBLK$1281330.02%-0.01pp6qHELD
AMPLIFY ETF TRBLOK$1272,0200.02%flat21qHELD
AXON ENTERPRISE INCAXON$1242220.02%flat10qHELD
FIRSTENERGY CORPFE$1192,5100.02%-0.01pp31qHELD
VANGUARD ADMIRAL FDS INCVIOO$1188580.02%flat31qHELD
CONOCOPHILLIPSCOP$1161,1110.02%-0.02pp31qHELD
MICRON TECHNOLOGY INCMU$1151000.02%-newNEW
ISHARES TRITOT$1136860.02%flat14qHELD
KENVUE INCKVUE$1115,8000.02%-0.01pp8qHELD
META PLATFORMS INCMETA$1091930.02%-0.01pp10qHELD
PINNACLE WEST CAP CORPPNW$1091,0160.02%-newNEW
BHP BILLITON LIMITEDBHP$1061,2760.02%flat19qHELD
USA COMPRESSION PARTNERS LPUSAC$1064,0000.02%-0.01pp28qHELD
LENNAR CORPLEN$1041,1440.02%flat6q+8.5%
FIRST TR EXCHANGE-TRADED FDQCLN$1031,6740.02%flat22qHELD
APPLIED MATLS INCAMAT$1001380.02%flat25q-14.8%
CAPITAL GROUP CORE EQUITY ETCGUS$992,2340.02%flat5qHELD
SPDR SERIES TRUSTRWR$948330.02%-0.02pp8q-50.0%
ISHARES TRIGF$931,4000.02%-0.01pp8qHELD
EXELON CORPEXC$881,8830.01%-0.01pp31qHELD
NEXTERA ENERGY INCNEE$871,0000.01%-0.01pp28qHELD
ALTRIA GROUP INCMO$861,1900.01%flat28qHELD
ISHARES TRIEFA$838640.01%flat31qHELD
APA CORPORATIONAPA$802,4570.01%-0.01pp22qHELD
ISHARES TRIBTJ$783,5900.01%-0.01pp13qHELD
NOVARTIS AGNVS$785000.01%flat31qHELD
SAB BIOTHERAPEUTICS INCSABS$7418,9860.01%flat9qHELD
ISHARES TRIBTI$683,0760.01%flat13qHELD
CRANE COMPANYCR$673010.01%flat13qHELD
ISHARES TRGOVT$662,8850.01%flat30qHELD
VANGUARD INDEX FDSVXF$662700.01%flat25qHELD
3M COMMM$613790.01%flat4qHELD
INVESCO EXCHANGE TRADED FD TPBE$606700.01%flat14qHELD
DORCHESTER MINERALS LPDMLP$562,2100.01%flat28qHELD
TIDAL TRUST IIIOMAH$553,0000.01%flat5qHELD
TESLA INCTSLA$541280.01%flat7q-9.9%
GENERAL DYNAMICS CORPGD$531500.01%flat21q-6.8%
ISHARES TRIGSB$531,0030.01%flat12q+11.1%
SALESFORCE INCCRM$533380.01%-0.01pp11q-2.9%
CORNING INCGLW$512000.01%-newNEW
ISHARES TRIJS$513700.01%flat14qHELD
INTERCONTINENTAL EXCHANGE INICE$494000.01%-0.01pp8qHELD
TORONTO DOMINION BK ONTTD$494000.01%flat9qHELD
ISHARES TRSOXX$48750.01%flat19qHELD
ISHARES INCIEMG$475710.01%flat31qHELD
INTERNATIONAL BUSINESS MACHSIBM$441570.01%flat31qHELD
PALANTIR TECHNOLOGIES INCPLTR$443740.01%-0.01pp7qHELD
SPDR GOLD TRGLD$441200.01%flat16qHELD
VANECK ETF TRUSTGDXJ$444500.01%-0.01pp16qHELD
T1 ENERGY INCTE$434,5000.01%flat9qHELD
USA RARE EARTH INCUSAR$432,0000.01%flat3q+100.0%
SCHWAB CHARLES CORPSCHW$424500.01%flat16qHELD
TAPESTRY INCTPR$412810.01%flat5qHELD
CLOROX CO DELCLX$404190.01%flat31q-10.7%
CULLEN FROST BANKERS INCCFR$392500.01%flat31qHELD
GLOBAL X FDSSHLD$396500.01%flat9qHELD
PALO ALTO NETWORKS INCPANW$391140.01%flat10q-35.2%
THERMO FISHER SCIENTIFIC INCTMO$39780.01%flat18qHELD
CUMMINS INCCMI$36500.01%flat31qHELD
MICROCHIP TECHNOLOGY INC.MCHP$364000.01%flat23qHELD
SUMMIT HOTEL PPTYSINN$365,1200.01%flat11qHELD
AFLAC INCAFL$353000.01%flat28qHELD
FISERV INCFISV$357040.01%flat28qHELD
ISHARES TRIJK$352960.01%flat24qHELD
VANECK ETF TRUSTNLR$353000.01%flat3qHELD
MORGAN STANLEYMS$331560.01%flat31qHELD
BROOKFIELD INFRASTRUCTURE COBIPC$328410.01%flat6qHELD
KINDER MORGAN INC DELKMI$321,0000.01%flat31qHELD
REPUBLIC SVCS INCRSG$321500.01%flat31qHELD
ORACLE CORPORCL$312100.01%-0.01pp31q-32.3%
TARGET CORPTGT$312400.01%flat21q-11.1%
DISNEY WALT CODIS$303130.00%flat31q-12.6%
PHILLIPS 66PSX$301760.00%flat31qHELD
ACCENTURE PLC IRELANDACN$302390.00%-0.01pp11q-6.6%
CONSOLIDATED EDISON INCED$292620.00%flat30qHELD
DANAHER CORP DELDHR$291500.00%-0.01pp10q-50.0%
CONSTELLATION BRANDS INCSTZ$282000.00%flat6qHELD
ENTERPRISE PRODS PARTNERS LEPD$287720.00%flat21qHELD
SPDR SERIES TRUSTCWB$272500.00%flat18qHELD
ASPEN AEROGELS INCASPN$254,0000.00%flat18qHELD
ESSENTIAL UTILS INCWTRG$256500.00%flat26qHELD
WATSCO INCWSO$25590.00%flat10qHELD
INVESCO EXCH TRADED FD TR IIPZA$241,0000.00%flat18qHELD
WATERS CORPWAT$23600.00%flat10qHELD
CHIPOTLE MEXICAN GRILL INCCMG$226500.00%-0.01pp31q-60.6%
ISHARES TRMUB$222000.00%flat18qHELD
VANGUARD SCOTTSDALE FDSVMBS$224700.00%flat28qHELD
VALERO ENERGY CORPVLO$20770.00%flat15qHELD
NUVEEN MINN QUALITY MUN INMNMS$191,6000.00%flat18qHELD
BRIDGER AEROSPACE GRP HLDGSBAER$1910,0000.00%flat7qHELD
FORTIVE CORPFTV$183000.00%flat8qHELD
PHILIP MORRIS INTL INCPM$181000.00%flat31qHELD
SCHWAB STRATEGIC TRSCHV$185100.00%flat24qHELD
SELECT SECTOR SPDR TRXLV$181110.00%flat26q+6.7%
TAIWAN SEMICONDUCTOR MANUFACTSM$18370.00%flat15qHELD
WISDOMTREE TRWCLD$185740.00%flat25qHELD
BLACKROCK CR ALLOCATIONBTZ$171,7000.00%flat31qHELD
DELL TECHNOLOGIES INCDELL$17390.00%flat15qHELD
ISHARES TRIBTL$178370.00%flat8qHELD
ISHARES TRIBTK$178490.00%flat13qHELD
ISHARES TRIBTH$177730.00%flat14qHELD
ISHARES TRIBTG$177590.00%flat13qHELD
SELECT SECTOR SPDR TRXLF$173230.00%flat17qHELD
SELECT SECTOR SPDR TRXLI$17930.00%flat17q-11.4%
STANDARD LITHIUM CORPSLI$176,0000.00%flat17qHELD
YUM BRANDS INCYUM$161000.00%flat31qHELD
ADOBE INCADBE$15750.00%flat28qHELD
CHURCHILL DOWNS INCCHDN$151720.00%flat7qHELD
CRANE NXT COCXT$153010.00%flat17qHELD
ISHARES TRIBTM$156670.00%flat4qHELD
NETFLIX INCNFLX$152100.00%flat10qHELD
AMEREN CORPAEE$141260.00%flat30qHELD
BANK OF NY MELLON CORPBNY$141000.00%flat31qHELD
DOW HLDGS INCDOW$145000.00%flat29qHELD
SELECT SECTOR SPDR TRXLY$141220.00%flat17qHELD
ANTERO MIDSTREAM CORPAM$135700.00%flat8qHELD
BOOKING HOLDINGS INCBKNG$13750.00%flat10q+2400.0%
INVESCO EXCHANGE TRADED FD TIGPT$131250.00%flat10qHELD
SERVICENOW INCNOW$131300.00%flat10qHELD
TIMOTHY PLANTPLC$132500.00%flat4qHELD
TORTOISE ENERGY INFRSTRCTR CTYG$133020.00%flat25q+100.0%
CROWN CASTLE INCCCI$121600.00%flat27qHELD
DIAGEO PLCDEO$121500.00%flat21qHELD
NUVEEN REAL ASSET INCOME & GJRI$118250.00%flat31qHELD
SELECT SECTOR SPDR TRXLP$111330.00%flat17qHELD
TIMOTHY PLANTPHD$112500.00%flat4qHELD
TIMOTHY PLANTPIF$112850.00%flat4qHELD
METLIFE INCMET$101230.00%flat8qHELD
SELECT SECTOR SPDR TRXLE$101910.00%flat17q-24.8%
TEXAS INSTRS INCTXN$10340.00%flat10qHELD
HEALTHPEAK PROPERTIES INCDOC$94000.00%flat21qHELD
SUPER MICRO COMPUTER INCSMCI$92900.00%flat6qHELD
BROOKFIELD CORPBN$81810.00%flat10qHELD
INVESCO EXCH TRD SLF IDX FDBSCQ$84230.00%flat10qHELD
ISHARES TRIBDT$83020.00%flat9qHELD
ISHARES TRIBDS$83150.00%flat9qDEBT
ISHARES TRIBDU$83290.00%flat9qHELD
ISHARES TRIBDV$83510.00%flat9qHELD
TIMOTHY PLANTPSC$81750.00%flat4qHELD
STRATEGY INCMSTR$7840.00%flat7qHELD
RALLIANT CORPRAL$71000.00%flat4qHELD
SELECT SECTOR SPDR TRXLC$7620.00%flat17qHELD
COHEN & STEERS INFRASTRUCTURUTF$62000.00%flat21qHELD
COINBASE GLOBAL INCCOIN$6420.00%flat6qHELD
INTUITIVE SURGICAL INCISRG$6140.00%flat8qHELD
INVESCO EXCH TRD SLF IDX FDBSCS$63050.00%flat10qHELD
S&P GLOBAL INCSPGI$6140.00%flat9qHELD
FORD MTR COF$53430.00%flat31qHELD
ISHARES TRIBTO$51950.00%-newNEW
NOVO-NORDISK A SNVO$51000.00%flat10qHELD
YPF SOCIEDAD ANONIMAYPF$51000.00%flat2qHELD
JOHNSON CONTROLS INTERNATIONJCI$5330.00%flat31qHELD
CONAGRA BRANDS INCCAG$42960.00%flat31qHELD
INVESCO EXCH TRD SLF IDX FDBSCT$42200.00%flat10qHELD
INVESCO EXCH TRD SLF IDX FDBSCR$42050.00%flat10qHELD
ISHARES TRSHYG$4930.00%flat10qHELD
NIKE INCNKE$4900.00%flat31q-76.9%
SELECT SECTOR SPDR TRXLB$4800.00%flat17qHELD
SOLSTICE ADVANCED MATLS INCSOLS$3370.00%flat2q-78.1%
FERRARI N VRACE$390.00%flat10qHELD
ISHARES BITCOIN TRUST ETFIBIT$2500.00%flat9qHELD
AT&T INCT$1710.00%flat31qHELD
CHARTER COMMUNICATIONS INCCHTR$140.00%flat15qHELD
VIATRIS INCVTRS$1780.00%flat15qHELD
NOKIA CORPNOK$0210.00%-newNEW
WARNER BROS DISCOVERY INCWBD$0170.00%-newNEW

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$618.6K3581256842642.7%15
Q1 2026$433.2K372224101435.7%20
Q4 2025$436.2K374336972637.3%23
Q3 2025$440.4K3971957771036.7%15
Q2 2025$413.1K3881453822035.8%11
Q1 2025$394.0K394155084835.8%22
Q4 2024$392.8K3871142923036.6%17
Q3 2024$401.1K4063260882335.3%8
Q2 2024$373.9K39715418510235.8%17
Q1 2024$378.2K48413384831934.2%12
Q4 2023$356.7K3704342691834.8%17
Q3 2023$326.1K345538932534.7%16
Q2 2023$350.2K3651041953435.1%13
Q1 2023$343.1K3892363762534.0%10
Q4 2022$330.2K3911763722933.9%17
Q3 2022$306.5M4032753622534.0%20
Q2 2022$335.0M4014859591033.6%26
Q1 2022$379.5M3633084392534.8%25
Q4 2021$386.3M35894636834.2%19
Q3 2021$352.8M357758401333.0%12
Q2 2021$346.5M363579934632.4%14
Q1 2021$282.4M3121546491930.7%12
Q4 2020$252.2M3161159601632.4%12
Q3 2020$227.1M3212156461933.3%6
Q2 2020$207.7M3192774553732.8%7
Q1 2020$179.5M3292970331934.3%8
Q4 2019$213.9M3192139441532.7%10
Q3 2019$192.4M3134248451333.5%10
Q2 2019$182.9M2841631411733.8%9
Q1 2019$173.7M2851946373034.6%4
Q4 2018$154.9M296000033.9%14

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.