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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 15 of 15  ·  288 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CCL Carnival Corp Consumer Cyclical 100.0 $3K 0.00% $30.54 +1.1%
282 MRNA Moderna Inc Healthcare 100.0 $3K 0.00% $29.49 +116.9%
283 YUMC Yum China Holdings Inc Consumer Cyclical 49.0 $2K $47.73 -10.1%
284 KR Kroger Co Consumer Defensive 35.0 $2K $62.49 -9.4%
285 VTRS Viatris Inc Healthcare 162.0 $2K $12.45 +23.4%
286 CSL Carlisle Companies Inc. Industrials 6.0 $2K NEW $319.83 +12.9%
287 OGN Organon & Co Healthcare 200.0 $1K -28.0 -12.3% $7.17 +87.3%
288 CE Celanese Corp Basic Materials 14.0 $592.0 -22.0 -61.1% $42.29 +21.0%
Page 15 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%