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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 15 of 17  ·  333 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 QCOM QUALCOMM INC Technology 1,882.0 $322K 0.01% +195.0 +11.6% $171.05 +18.4%
282 ISRG INTUITIVE SURGICAL INC Healthcare 568.0 $322K 0.01% $566.36 -22.3%
283 SPYV SPDR SERIES TRUST 5,647.0 $321K 0.01% NEW $56.81 +6.7%
284 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 6,459.0 $314K 0.01% NEW $48.58 +73.9%
285 CWST CASELLA WASTE SYS INC Industrials 3,126.0 $306K 0.01% +311.0 +11.1% $97.94 -10.9%
286 BKNG BOOKING HOLDINGS INC Consumer Cyclical 57.0 $305K 0.01% -1.0 -1.7% $5355.32 -97.0%
287 SLYV SPDR SERIES TRUST 3,327.0 $303K 0.01% +470.0 +16.4% $90.97 +12.6%
288 IAG IAMGOLD CORP Basic Materials 18,251.0 $301K 0.01% $16.49 +1.8%
289 KGC KINROSS GOLD CORP Basic Materials 10,594.0 $298K 0.01% $28.16 +1.8%
290 NTR NUTRIEN LTD Basic Materials 4,680.0 $289K 0.01% $61.72 +13.8%
291 ATI ATI INC Industrials 2,500.0 $287K 0.01% $114.76 +39.8%
292 PLTR PALANTIR TECHNOLOGIES INC Technology 1,608.0 $286K 0.01% +242.0 +17.7% $177.75 -22.8%
293 AEP AMERICAN ELEC PWR CO INC Utilities 2,467.0 $284K 0.01% -436.0 -15.0% $115.31 +12.4%
294 PANW PALO ALTO NETWORKS INC Technology 1,514.0 $279K 0.01% -1K -40.2% $184.20 +37.3%
295 VLO VALERO ENERGY CORP Energy 1,703.0 $277K 0.01% $162.79 +55.9%
296 RBC RBC BEARINGS INC Industrials 612.0 $274K 0.01% -149.0 -19.6% $448.43 +27.3%
297 INTU INTUIT Technology 414.0 $274K 0.01% +55.0 +15.3% $662.42 -53.6%
298 IEF ISHARES TR 2,848.0 $274K 0.01% $96.16 -2.5%
299 FED AGRI MTG CORP 2,000.0 $265K 0.01% $132.59
300 HST HOST HOTELS & RESORTS INC Real Estate 14,922.0 $265K 0.01% -3K -18.9% $17.73 +26.4%
Page 15 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%