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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 12 of 15  ·  288 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IGF Ishares Tr Global Insfrastructure ETF 368.0 $23K 0.01% NEW $61.36 +8.2%
222 TSLA Tesla Inc Consumer Cyclical 50.0 $22K 0.00% $449.72 -10.9%
223 VEEV Veeva Sys Inc/sh Cl A Healthcare 100.0 $22K 0.00% $223.23 -31.3%
224 WMB Williams Co Inc. Energy 368.0 $22K 0.00% -262.0 -41.6% $60.11 +18.5%
225 VUG Vanguard Growth ETF 45.0 $22K 0.00% -55.0 -55.0% $487.87 -82.2%
226 BKNG Booking Holdings Inc Consumer Cyclical 4.0 $21K 0.00% $5355.25 -96.8%
227 MAS Masco Corp Industrials 332.0 $21K 0.00% $63.46 +17.2%
228 IWD Ishares Russell 1000 Value Index Fund 100.0 $21K 0.00% -154.0 -60.6% $210.34 +15.1%
229 KMI Kinder Morgan Inc Energy 760.0 $21K 0.00% $27.49 +14.9%
230 SMR Nuscale Power Corporation Utilities 1,400.0 $20K 0.00% $14.17 -17.1%
231 EMR Emerson Electric Corp Industrials 145.0 $19K 0.00% +45.0 +45.0% $132.72 +13.5%
232 PFFD Global X Preferred ETF 1,000.0 $19K 0.00% $18.91 -0.1%
233 ADP Automatic Data Processing Inc Industrials 73.0 $19K 0.00% +32.0 +78.0% $257.22 -15.1%
234 ONON On Holding AG Consumer Cyclical 400.0 $19K 0.00% $46.48 -16.4%
235 Astrazeneca PLC 200.0 $18K 0.00% $91.93
236 UTF Cohen & Steers Infrastructure Fund Financial Services 755.0 $18K 0.00% $24.11 +11.9%
237 IEMG Ishares Core Emerging Markets ETF 266.0 $18K 0.00% $67.22 +27.4%
238 SNOW Snowflake Inc Technology 80.0 $18K 0.00% $219.36 +5.9%
239 ALLE Allegion PLC Industrials 105.0 $17K 0.00% $159.22 -16.1%
240 AMAT Applied Materials Inc Technology 65.0 $17K 0.00% $256.98 +140.1%
Page 12 of 15  ·  288 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%