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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 5 of 15  ·  288 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VTV Vanguard Value ETF 3,964.0 $757K 0.15% -400.0 -9.2% $190.99 +13.4%
82 IWR Ishares Russell Midcap ETF 7,780.0 $749K 0.15% $96.27 +12.7%
83 MRK Merck & Co Inc Healthcare 6,522.0 $687K 0.14% -94.0 -1.4% $105.26 +8.2%
84 PM Philip Morris Intl Inc Consumer Defensive 4,086.0 $655K 0.13% -104.0 -2.5% $160.40 +11.2%
85 CMCSA Comcast Corp New Class A Communication Services 21,628.0 $646K 0.13% -3K -13.2% $29.89 -25.0%
86 DIA SPDR Dow Jones Industrial Average ETF Financial Services 1,336.0 $642K 0.13% $480.57 +7.3%
87 XOM Exxon Mobil Corp Energy 5,282.0 $636K 0.13% -61.0 -1.1% $120.34 +17.0%
88 TMO Thermo Fisher Scientific Inc. Healthcare 1,076.0 $623K 0.12% -15.0 -1.4% $579.45 -19.8%
89 VB Vanguard Small Cap ETF 2,385.0 $615K 0.12% $257.95 +14.9%
90 IWM Ishares Russell 2000 ETF 2,473.0 $609K 0.12% -55.0 -2.2% $246.16 +20.1%
91 ORCL Oracle Corp Technology 3,001.0 $585K 0.12% -2K -40.0% $194.91 -5.4%
92 CSCO Cisco Systems Inc Technology 7,535.0 $580K 0.12% $77.03 +55.2%
93 WM Waste Management Co Industrials 2,483.0 $546K 0.11% $219.71 -1.8%
94 BSMQ Invesco BulletShares 2026 Muni Bond ETF 22,770.0 $538K 0.11% +1K +4.6% $23.64 -0.3%
95 SPMD SPDR S&P 400 Mid Cap ETF 9,050.0 $524K 0.10% $57.91 +15.0%
96 SPEM SPDR Emerging Market ETF 11,168.0 $523K 0.10% -508.0 -4.3% $46.81 +13.4%
97 SPDW SPDR Developed World ETF 11,762.0 $522K 0.10% $44.41 +16.7%
98 IVW Ishares S&P 500 Growth Index 4,151.0 $512K 0.10% -1K -23.1% $123.26 +11.9%
99 CAT Caterpillar Inc Industrials 893.0 $512K 0.10% $572.87 +72.1%
100 SPSM SPDR S&P 600 Small Cap ETF 10,860.0 $509K 0.10% +532.0 +5.2% $46.86 +19.2%
Page 5 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%