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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 15  ·  288 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GLW Corning Inc Technology 81,824.0 $7.2M 1.43% $87.56 +122.7%
22 VT Vanguard Total World Stock ETF 50,365.0 $7.1M 1.42% $141.06 +11.8%
23 VNQ Vanguard REIT-ETF 72,842.0 $6.4M 1.29% -7K -8.5% $88.49 +8.0%
24 JNJ Johnson & Johnson Healthcare 29,037.0 $6.0M 1.20% +235.0 +0.8% $206.95 +10.4%
25 BX Blackstone Inc Financial Services 37,772.0 $5.8M 1.16% +1K +3.0% $154.14 -19.7%
26 BSJQ Invesco Bulletshares 2026 High Yld ETF 231,893.0 $5.4M 1.08% +19K +9.1% $23.34 -1.1%
27 PHM Pulte Homes, Inc Consumer Cyclical 41,007.0 $4.8M 0.96% +362.0 +0.9% $117.26 +8.3%
28 PEP Pepsico Inc. Consumer Defensive 32,897.0 $4.7M 0.94% -611.0 -1.8% $143.52 -1.0%
29 SPYM SPDR Portfolio S&P 500 ETF 57,928.0 $4.6M 0.93% +8K +15.4% $80.22 +9.5%
30 COF Capital One Financial Financial Services 18,579.0 $4.5M 0.90% $242.36 -16.8%
31 SOFI Sofi Technologies Inc Financial Services 170,741.0 $4.5M 0.89% $26.18 -31.6%
32 ABBV Abbvie Inc Healthcare 19,535.0 $4.5M 0.89% $228.49 -5.2%
33 NOC Northrop Grumman Corp Industrials 7,607.0 $4.3M 0.87% +126.0 +1.7% $570.21 -8.5%
34 MET Metlife Inc Financial Services 53,462.0 $4.2M 0.84% +870.0 +1.6% $78.94 +8.4%
35 Viking Holdings Ltd. 52,499.0 $3.7M 0.75% $71.41
36 ABT Abbott Laboratories Healthcare 28,425.0 $3.6M 0.71% +251.0 +0.9% $125.29 -29.5%
37 MA Mastercard Inc. Financial Services 6,186.0 $3.5M 0.71% +86.0 +1.4% $570.88 -14.2%
38 VLO Valero Energy Corp Energy 21,673.0 $3.5M 0.71% $162.79 +45.2%
39 PLD Prologis Inc Real Estate 27,579.0 $3.5M 0.70% +428.0 +1.6% $127.66 +10.1%
40 ZTS Zoetis Inc Healthcare 27,720.0 $3.5M 0.70% -2K -7.4% $125.82 -37.4%
Page 2 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%