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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 4 of 15  ·  288 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ROP Roper Industries Inc Industrials 5,154.0 $2.3M 0.46% +91.0 +1.8% $445.13 -25.8%
62 IVV Ishares S & P 500 ETF 3,334.0 $2.3M 0.46% -40.0 -1.2% $684.94 +9.5%
63 ENB Enbridge Inc Energy 47,463.0 $2.3M 0.45% +1K +2.3% $47.83 +14.0%
64 MDY SPDR S&P Midcap 400 ETF Financial Services 3,571.0 $2.2M 0.43% $603.28 +14.5%
65 SBUX Starbucks Corp Consumer Cyclical 25,244.0 $2.1M 0.42% +432.0 +1.7% $84.21 +19.5%
66 DIS Walt Disney Co Communication Services 18,238.0 $2.1M 0.41% $113.77 -8.7%
67 HON Honeywell Intl Inc Industrials 10,390.0 $2.0M 0.41% +328.0 +3.3% $195.09 +17.4%
68 PKG Packaging Corp of America Consumer Cyclical 9,283.0 $1.9M 0.38% +221.0 +2.4% $206.23 +11.1%
69 Aptiv PLC 23,722.0 $1.8M 0.36% -293.0 -1.2% $76.09
70 CMG Chipotle Mexican Grill Inc Consumer Cyclical 45,879.0 $1.7M 0.34% +3K +6.7% $37.00 -12.2%
71 ADBE Adobe Systems Inc. Technology 4,820.0 $1.7M 0.34% -69.0 -1.4% $349.99 -44.2%
72 VPU Vanguard Utilities ETF 7,991.0 $1.5M 0.30% -90.0 -1.1% $185.04 +4.8%
73 AES Aes Corp Utilities 101,072.0 $1.4M 0.29% $14.34 +2.0%
74 AEM Agnico Eagle Mines Ltd Basic Materials 7,218.0 $1.2M 0.24% +6K +469.7% $169.53 -1.7%
75 INGR Ingredion Inc Consumer Defensive 9,991.0 $1.1M 0.22% -2K -17.7% $110.26 -11.2%
76 Comerica Inc 12,114.0 $1.1M 0.21% +4K +53.6% $86.93
77 ALL Allstate Corp Financial Services 5,046.0 $1.1M 0.21% +5K +2047.2% $208.15 +6.3%
78 IEFA Ishares Core MSCI Eafe ETF 11,046.0 $988K 0.20% $89.46 +8.8%
79 DSI Ishares TR ESG MSCI KLD 400 ETF 6,511.0 $839K 0.17% NEW $128.83 +10.1%
80 VOO Vanguard S&P 500 ETF 1,243.0 $780K 0.16% -7.0 -0.6% $627.13 +9.7%
Page 4 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%