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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 14 of 15  ·  288 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CTVA Corteva Inc Basic Materials 153.0 $10K 0.00% $67.03 +17.2%
262 UNH Unitedhealth Group Inc Healthcare 29.0 $10K 0.00% NEW $330.10 +21.5%
263 ACN Accenture PLC Technology 33.0 $9K 0.00% NEW $268.30 -51.3%
264 AMGN Amgen Inc Healthcare 27.0 $9K 0.00% NEW $327.30 +3.1%
265 LIN Linde Plc EURO .001 share Basic Materials 20.0 $9K 0.00% NEW $426.40 +20.1%
266 ITW Illinois Tool Works, Inc. Industrials 32.0 $8K 0.00% NEW $246.31 +7.2%
267 CAG Conagra Brands Inc Consumer Defensive 450.0 $8K 0.00% $17.31 -23.7%
268 FNF Fidelity National Financial Inc New Financial Services 138.0 $8K 0.00% $54.59 -14.2%
269 GTLB Gitlab Inc Class A Technology 200.0 $8K 0.00% $37.53 -29.2%
270 PYPL Paypal Holdings Inc Financial Services 128.0 $7K 0.00% $58.38 -27.2%
271 APD Air Products & Chemicals Inc Basic Materials 30.0 $7K 0.00% -30.0 -50.0% $247.03 +13.4%
272 SPGI S&P Global Inc Financial Services 14.0 $7K 0.00% NEW $522.57 -21.4%
273 PSX Phillips 66 Energy 55.0 $7K 0.00% NEW $129.04 +28.8%
274 AMTM Amentum Holdings Inc. Industrials 212.0 $6K 0.00% $29.00 -25.3%
275 KHC Kraft Heinz Co Consumer Defensive 208.0 $5K 0.00% $24.25 -5.9%
276 CMS CMS Energy Corp Utilities 60.0 $4K 0.00% NEW $69.93 +4.9%
277 CI Cigna Group Healthcare 15.0 $4K 0.00% $275.20 +1.5%
278 CVS CVS Health Corp Healthcare 52.0 $4K 0.00% $79.37 +23.9%
279 FDS Factset Research Systems, Inc. Financial Services 13.0 $4K 0.00% NEW $290.15 -23.7%
280 SHW Sherwin-Williams Company Basic Materials 11.0 $4K 0.00% NEW $324.00 -1.0%
Page 14 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%