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Portfolio (Quarterly) Guide ↗

OLD SECOND NATIONAL BANK OF AURORA

· CIK 0000903783
13F Portfolio $500M AUM 402 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 20 New 69 Added 56 Reduced 16 Exited
Page 2 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VOO Vanguard S&P 500 ETF 1,243.0 $780K 0.16% -7.0 -0.6% $627.13 +9.7%
22 VTV Vanguard Value ETF 3,964.0 $757K 0.15% -400.0 -9.2% $190.99 +13.4%
23 MRK Merck & Co Inc Healthcare 6,522.0 $687K 0.14% -94.0 -1.4% $105.26 +8.2%
24 PM Philip Morris Intl Inc Consumer Defensive 4,086.0 $655K 0.13% -104.0 -2.5% $160.40 +11.2%
25 CMCSA Comcast Corp New Class A Communication Services 21,628.0 $646K 0.13% -3K -13.2% $29.89 -25.0%
26 XOM Exxon Mobil Corp Energy 5,282.0 $636K 0.13% -61.0 -1.1% $120.34 +14.5%
27 TMO Thermo Fisher Scientific Inc. Healthcare 1,076.0 $623K 0.12% -15.0 -1.4% $579.45 -19.8%
28 IWM Ishares Russell 2000 ETF 2,473.0 $609K 0.12% -55.0 -2.2% $246.16 +20.1%
29 ORCL Oracle Corp Technology 3,001.0 $585K 0.12% -2K -40.0% $194.91 -5.4%
30 SPEM SPDR Emerging Market ETF 11,168.0 $523K 0.10% -508.0 -4.3% $46.81 +13.4%
31 IVW Ishares S&P 500 Growth Index 4,151.0 $512K 0.10% -1K -23.1% $123.26 +11.9%
32 JP Morgan US Quality Factor ETF 7,009.0 $443K 0.09% -3K -30.0% $63.18
33 VYM Vanguard High Dividend ETF 2,978.0 $427K 0.09% -352.0 -10.6% $143.52 +10.2%
34 IJJ Ishares S&P Mid-Cap 400 Value ETF 2,706.0 $356K 0.07% -176.0 -6.1% $131.59 +10.0%
35 ITOT Ishares Core S&P Total Market ETF 2,335.0 $347K 0.07% -90.0 -3.7% $148.69 +10.2%
36 VWO Vanguard MSCI Emerging Markets ETF 4,188.0 $225K 0.04% -41.0 -1.0% $53.76 +13.0%
37 LMT Lockheed Martin Corp Industrials 422.0 $204K 0.04% -23.0 -5.2% $483.67 +5.6%
38 DUK Duke Energy Corp Utilities 1,726.0 $202K 0.04% -30.0 -1.7% $117.21 +5.7%
39 XEL Xcel Energy Utilities 2,548.0 $188K 0.04% -100.0 -3.8% $73.86 +4.8%
40 VZ Verizon Communications Communication Services 4,426.0 $180K 0.04% -1K -21.7% $40.73 +11.4%
Page 2 of 3  ·  56 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 30.6%
Financial Services 22.1%
Healthcare 10.8%
Industrials 9.3%
Consumer Cyclical 7.4%
Communication Services 5.9%
Consumer Defensive 4.9%
Energy 3.9%
Utilities 2.8%
Real Estate 2.0%