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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 5 of 17  ·  333 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SYY SYSCO CORP Consumer Defensive 172,561.0 $12.7M 0.33% $73.69 +2.4%
82 PSX PHILLIPS 66 Energy 96,842.0 $12.5M 0.32% -564.0 -0.6% $129.04 +39.0%
83 VOE VANGUARD INDEX FDS 69,230.0 $12.3M 0.31% +15K +27.0% $177.37 +8.6%
84 WMT WALMART INC Consumer Defensive 105,531.0 $11.8M 0.30% -2K -1.9% $111.41 +17.4%
85 VEA VANGUARD TAX-MANAGED FDS 184,397.0 $11.5M 0.29% +13K +7.8% $62.47 +13.2%
86 CMCSA COMCAST CORP NEW Communication Services 366,216.0 $10.9M 0.28% -8K -2.2% $29.89 -16.1%
87 IVW ISHARES TR 88,264.0 $10.9M 0.28% -8K -8.5% $123.26 +10.8%
88 MRK MERCK & CO INC Healthcare 101,341.0 $10.7M 0.27% +3K +3.6% $105.26 +10.1%
89 FISV FISERV INC Technology 156,340.0 $10.5M 0.27% -235K -60.0% $67.17 -16.9%
90 VYM VANGUARD WHITEHALL FDS 72,355.0 $10.4M 0.27% -7K -8.4% $143.52 +9.6%
91 NFLX NETFLIX INC Communication Services 101,542.0 $9.5M 0.24% +94K +1261.5% $93.76 -4.8%
92 IJH ISHARES TR 143,136.0 $9.4M 0.24% -8K -5.3% $66.00 +10.5%
93 ABBV ABBVIE INC Healthcare 40,775.0 $9.3M 0.24% -3K -6.8% $228.49 -6.1%
94 IWM ISHARES TR 36,971.0 $9.1M 0.23% +10K +37.8% $246.16 +14.8%
95 ZTS ZOETIS INC Healthcare 69,117.0 $8.7M 0.22% +22K +48.2% $125.82 -36.6%
96 IJK ISHARES TR 87,365.0 $8.5M 0.22% $96.88 +14.4%
97 HD HOME DEPOT INC Consumer Cyclical 24,019.0 $8.3M 0.21% -542.0 -2.2% $344.10 -8.8%
98 SYK STRYKER CORPORATION Healthcare 23,496.0 $8.3M 0.21% $351.47 -8.5%
99 SO SOUTHERN CO Utilities 92,947.0 $8.1M 0.21% -3K -2.9% $87.20 +7.4%
100 USB US BANCORP DEL Financial Services 150,974.0 $8.1M 0.21% $53.36 +2.1%
Page 5 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%