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Portfolio (Quarterly) Guide ↗

Associated Banc-Corp

· CIK 0000007789
13F Portfolio $3.9B AUM 333 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 12 New 109 Added 152 Reduced 19 Exited
Page 1 of 17  ·  333 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GOOGL ALPHABET INC Communication Services 687,596.0 $215.2M 5.51% -10K -1.5% $313.00 +23.9%
2 MSFT MICROSOFT CORP Technology 436,244.0 $211.0M 5.40% -2K -0.6% $483.62 -13.3%
3 NVDA NVIDIA CORPORATION Technology 977,591.0 $182.3M 4.67% $186.50 +17.7%
4 AAPL APPLE INC Technology 580,600.0 $157.8M 4.04% -13K -2.2% $271.86 +12.2%
5 AMZN AMAZON COM INC Consumer Cyclical 581,327.0 $134.2M 3.44% +23K +4.2% $230.82 +16.3%
6 LRCX LAM RESEARCH CORP Technology 774,930.0 $132.7M 3.40% -61K -7.3% $171.18 +76.6%
7 JPM JPMORGAN CHASE & CO. Financial Services 393,395.0 $126.8M 3.25% $322.22 -6.0%
8 PM PHILIP MORRIS INTL INC Consumer Defensive 570,173.0 $91.5M 2.34% +7K +1.3% $160.40 +17.6%
9 VO VANGUARD INDEX FDS 234,703.0 $68.1M 1.74% +50K +26.9% $290.22 -73.3%
10 ASB ASSOCIATED BANC CORP Financial Services 2,631,339.0 $67.8M 1.74% +183K +7.5% $25.76 +8.9%
11 RTX RTX CORPORATION Industrials 359,025.0 $65.8M 1.69% +6K +1.6% $183.40 -4.7%
12 XOM EXXON MOBIL CORP Energy 539,635.0 $64.9M 1.66% +5K +0.9% $120.34 +29.9%
13 LLY ELI LILLY & CO Healthcare 58,036.0 $62.4M 1.60% +1K +2.5% $1074.68 -3.1%
14 NOW SERVICENOW INC Technology 399,210.0 $61.2M 1.57% +321K +410.3% $153.19 -34.9%
15 COF CAPITAL ONE FINL CORP Financial Services 234,478.0 $56.8M 1.46% -2K -1.0% $242.36 -23.0%
16 CRM SALESFORCE INC Technology 212,311.0 $56.2M 1.44% +33K +18.2% $264.91 -33.4%
17 SCHW SCHWAB CHARLES CORP Financial Services 504,122.0 $50.4M 1.29% +17K +3.5% $99.91 -9.8%
18 BERKSHIRE HATHAWAY INC DEL 96,162.0 $48.3M 1.24% +7K +7.4% $502.65
19 UBER UBER TECHNOLOGIES INC Technology 570,226.0 $46.6M 1.19% +55K +10.7% $81.71 -8.7%
20 VOO VANGUARD INDEX FDS 74,231.0 $46.6M 1.19% -2K -2.1% $627.13 +8.9%
Page 1 of 17  ·  333 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.0%
Financial Services 17.8%
Communication Services 10.6%
Healthcare 10.0%
Industrials 9.0%
Consumer Defensive 8.8%
Consumer Cyclical 7.3%
Energy 3.7%
Utilities 1.6%
Basic Materials 0.9%