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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 3 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IJH ISHARES TR 143,136.0 $9.4M 0.24% -8K -5.3% $66.00 +10.5%
42 ABBV ABBVIE INC Healthcare 40,775.0 $9.3M 0.24% -3K -6.8% $228.49 -6.1%
43 HD HOME DEPOT INC Consumer Cyclical 24,019.0 $8.3M 0.21% -542.0 -2.2% $344.10 -8.8%
44 SO SOUTHERN CO Utilities 92,947.0 $8.1M 0.21% -3K -2.9% $87.20 +7.4%
45 IWD ISHARES TR 36,301.0 $7.6M 0.20% -600.0 -1.6% $210.34 +11.6%
46 SBUX STARBUCKS CORP Consumer Cyclical 82,214.0 $6.9M 0.18% -658.0 -0.8% $84.21 +26.5%
47 IJR ISHARES TR 56,015.0 $6.7M 0.17% -3K -5.6% $120.18 +13.4%
48 ADI ANALOG DEVICES INC Technology 23,024.0 $6.2M 0.16% -491.0 -2.1% $271.20 +41.7%
49 TFC TRUIST FINL CORP Financial Services 126,185.0 $6.2M 0.16% -668.0 -0.5% $49.21 -2.5%
50 HON HONEYWELL INTL INC Industrials 31,696.0 $6.2M 0.16% -371.0 -1.2% $195.09 +14.7%
51 DIS DISNEY WALT CO Communication Services 52,178.0 $5.9M 0.15% -2K -3.1% $113.77 -9.0%
52 IJJ ISHARES TR 44,191.0 $5.8M 0.15% -6K -11.1% $131.59 +6.3%
53 CL COLGATE PALMOLIVE CO Consumer Defensive 66,889.0 $5.3M 0.14% -6K -8.1% $79.02 +14.5%
54 EMR EMERSON ELEC CO Industrials 37,822.0 $5.0M 0.13% -5K -11.8% $132.72 +1.6%
55 V VISA INC Financial Services 14,041.0 $4.9M 0.13% -106.0 -0.8% $350.71 -5.7%
56 VNQ VANGUARD INDEX FDS 55,234.0 $4.9M 0.12% -31K -36.1% $88.49 +9.2%
57 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 7,682.0 $4.6M 0.12% -860.0 -10.1% $603.28 +10.3%
58 VGT VANGUARD WORLD FD 6,133.0 $4.6M 0.12% -275.0 -4.3% $753.78 -84.8%
59 EOG EOG RES INC Energy 41,855.0 $4.4M 0.11% -524.0 -1.2% $105.01 +33.3%
60 IBB ISHARES TR 25,683.0 $4.3M 0.11% -10K -28.4% $168.77 +0.2%
Page 3 of 8  ·  152 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%