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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 2 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VOT VANGUARD INDEX FDS 80,175.0 $22.4M 0.57% +42K +109.4% $279.14 +3.5%
22 VIG VANGUARD SPECIALIZED FUNDS 97,982.0 $21.5M 0.55% +1K +1.2% $219.78 +5.1%
23 UNP UNION PAC CORP Industrials 89,738.0 $20.8M 0.53% +5K +5.9% $231.32 +14.9%
24 BAC BANK AMERICA CORP Financial Services 364,438.0 $20.0M 0.51% +3K +0.7% $55.00 -6.4%
25 ODFL OLD DOMINION FREIGHT LINE IN Industrials 125,788.0 $19.7M 0.51% +74K +141.1% $156.80 +32.5%
26 IVV ISHARES TR 27,182.0 $18.6M 0.48% +2K +8.2% $684.94 +8.9%
27 IEMG ISHARES INC 244,123.0 $16.4M 0.42% +9K +3.8% $67.22 +19.9%
28 EFV ISHARES TR 222,026.0 $15.9M 0.41% +3K +1.2% $71.41 +10.6%
29 NEE NEXTERA ENERGY INC Utilities 190,085.0 $15.3M 0.39% +2K +0.8% $80.28 +11.7%
30 SDY SPDR SERIES TRUST 108,878.0 $15.2M 0.39% +2K +1.9% $139.16 +6.9%
31 QQQ INVESCO QQQ TR Financial Services 23,010.0 $14.1M 0.36% +4K +22.6% $614.31 +16.3%
32 IWF ISHARES TR 29,373.0 $13.9M 0.36% +6K +26.5% $473.30 -73.7%
33 BND VANGUARD BD INDEX FDS 184,844.0 $13.7M 0.35% +2K +1.1% $74.07 -1.5%
34 VWO VANGUARD INTL EQUITY INDEX F 247,223.0 $13.3M 0.34% +24K +10.8% $53.76 +9.2%
35 PAYC PAYCOM SOFTWARE INC Technology 82,227.0 $13.1M 0.34% +2K +2.8% $159.36 -15.7%
36 GLD SPDR GOLD TR Financial Services 32,661.0 $12.9M 0.33% +5K +19.8% $396.31 +5.2%
37 VOE VANGUARD INDEX FDS 69,230.0 $12.3M 0.31% +15K +27.0% $177.37 +8.6%
38 VEA VANGUARD TAX-MANAGED FDS 184,397.0 $11.5M 0.29% +13K +7.8% $62.47 +13.2%
39 MRK MERCK & CO INC Healthcare 101,341.0 $10.7M 0.27% +3K +3.6% $105.26 +10.1%
40 NFLX NETFLIX INC Communication Services 101,542.0 $9.5M 0.24% +94K +1261.5% $93.76 -4.8%
Page 2 of 6  ·  109 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%