BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

ALERUS FINANCIAL NA

· CIK 0000919458
13F Portfolio $2.0B AUM 515 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 54 New 96 Added 146 Reduced 52 Exited
Page 1 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 UNILEVER PLC 102,522.0 $5.8M 0.29% NEW $56.97
2 KMI KINDER MORGAN INC DEL Energy 40,453.0 $1.4M 0.07% NEW $33.53 -0.4%
3 BMY BRISTOL-MYERS SQUIBB CO Healthcare 19,760.0 $1.2M 0.06% NEW $60.65 -6.0%
4 EIX EDISON INTL Utilities 16,275.0 $1.2M 0.06% NEW $73.18 -3.3%
5 SMURFIT WESTROCK PLC 27,168.0 $1.1M 0.05% NEW $39.85
6 FE FIRSTENERGY CORP Utilities 21,112.0 $1.1M 0.05% NEW $50.66 -12.2%
7 TMUS T-MOBILE US INC Communication Services 5,004.0 $1.1M 0.05% NEW $210.03 -10.4%
8 EVRG EVERGY INC Utilities 12,755.0 $1.0M 0.05% NEW $81.92 +1.0%
9 DRI DARDEN RESTAURANTS INC Consumer Cyclical 5,291.0 $1.0M 0.05% NEW $196.04 -0.7%
10 KHC KRAFT HEINZ CO Consumer Defensive 45,838.0 $1.0M 0.05% NEW $22.49 +3.6%
11 ES EVERSOURCE ENERGY Utilities 14,250.0 $987K 0.05% NEW $69.28 -0.7%
12 GIS GENERAL MILLS INC Consumer Defensive 25,833.0 $962K 0.05% NEW $37.22 -11.0%
13 PAYX PAYCHEX INC Industrials 10,430.0 $961K 0.05% NEW $92.12 -3.6%
14 D DOMINION ENERGY INC Utilities 15,353.0 $949K 0.05% NEW $61.82 +1.9%
15 IP INTERNATIONAL PAPER CO Consumer Cyclical 26,128.0 $933K 0.05% NEW $35.70 -11.5%
16 HPQ HP INC Technology 42,002.0 $807K 0.04% NEW $19.21 +8.1%
17 L LOEWS CORP Financial Services 5,911.0 $631K 0.03% NEW $106.74 -1.4%
18 TRV TRAVELERS COMPANIES INC Financial Services 1,590.0 $464K 0.02% NEW $291.68 +2.3%
19 O REALTY INCOME CORP Real Estate 7,401.0 $453K 0.02% NEW $61.18 +1.3%
20 WELL WELLTOWER INC Real Estate 1,923.0 $380K 0.02% NEW $197.71 +10.1%
Page 1 of 3  ·  54 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 30.5%
Financial Services 19.7%
Communication Services 10.0%
Healthcare 9.0%
Industrials 9.0%
Consumer Cyclical 7.6%
Energy 4.7%
Consumer Defensive 4.2%
Utilities 2.9%
Basic Materials 1.6%