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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 6 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 QCOM QUALCOMM INC Technology 1,882.0 $322K 0.01% +195.0 +11.6% $171.05 +18.4%
102 CWST CASELLA WASTE SYS INC Industrials 3,126.0 $306K 0.01% +311.0 +11.1% $97.94 -10.9%
103 SLYV SPDR SERIES TRUST 3,327.0 $303K 0.01% +470.0 +16.4% $90.97 +12.6%
104 PLTR PALANTIR TECHNOLOGIES INC Technology 1,608.0 $286K 0.01% +242.0 +17.7% $177.75 -22.8%
105 INTU INTUIT Technology 414.0 $274K 0.01% +55.0 +15.3% $662.42 -53.6%
106 IAU ISHARES GOLD TR Financial Services 2,964.0 $241K 0.01% +213.0 +7.7% $81.17 +5.2%
107 ATO ATMOS ENERGY CORP Utilities 1,373.0 $230K 0.01% +74.0 +5.7% $167.63 +5.9%
108 FOUR SHIFT4 PMTS INC Technology 3,644.0 $229K 0.01% +701.0 +23.8% $62.97 -30.9%
109 CCC CCC INTELLIGENT SOLUTIONS HL Technology 16,824.0 $134K 0.00% +1K +9.4% $7.95 -42.9%
Page 6 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%