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Portfolio (Quarterly) Guide ↗

ALERUS FINANCIAL NA

· CIK 0000919458
13F Portfolio $2.0B AUM 513 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 508 New
Page 16 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 NBR NABORS INDUSTRIES LTD Energy 350.0 $19K 0.00% NEW $54.30 +43.4%
302 SCHG SCHWAB STRATEGIC TR 580.0 $19K 0.00% NEW $32.62 +4.6%
303 SPOT SPOTIFY TECHNOLOGY S A Communication Services 32.0 $19K 0.00% NEW $580.72 -16.3%
304 SDGR SCHRODINGER INC Healthcare 1,000.0 $18K 0.00% NEW $17.88 -5.6%
305 GSK GSK PLC Healthcare 364.0 $18K 0.00% NEW $49.04 +9.4%
306 NTR NUTRIEN LTD Basic Materials 288.0 $18K 0.00% NEW $61.72 +5.4%
307 LHX L3HARRIS TECHNOLOGIES INC Industrials 60.0 $18K 0.00% NEW $293.57 +2.9%
308 OXSQ OXFORD SQUARE CAP CORP Financial Services 10,000.0 $18K 0.00% NEW $1.76 -24.4%
309 ASML ASML HOLDING N V Technology 16.0 $17K 0.00% NEW $1069.88 +65.4%
310 XBI SPDR SERIES TRUST 140.0 $17K 0.00% NEW $121.93 +31.6%
311 FTXO FIRST TR EXCHANGE TRADED FD 450.0 $17K 0.00% NEW $37.79 +10.5%
312 PBT PERMIAN BASIN RTY TR Energy 1,000.0 $17K 0.00% NEW $16.98 +46.1%
313 AZO AUTOZONE INC Consumer Cyclical 5.0 $17K 0.00% NEW $3391.60 -6.8%
314 EXTR EXTREME NETWORKS Technology 1,000.0 $17K 0.00% NEW $16.65 +79.0%
315 FIS FIDELITY NATL INFORMATION SV Technology 250.0 $17K 0.00% NEW $66.46 -37.1%
316 OKE ONEOK INC NEW Energy 224.0 $16K 0.00% NEW $73.50 +19.5%
317 DIA SPDR DOW JONES INDL AVERAGE Financial Services 33.0 $16K 0.00% NEW $480.58 +9.8%
318 VTV VANGUARD INDEX FDS 82.0 $16K 0.00% NEW $190.99 +14.8%
319 GDX VANECK ETF TRUST 182.0 $16K 0.00% NEW $85.77 -8.6%
320 GCTK GLUCOTRACK INC Healthcare 4,000.0 $15K 0.00% NEW $3.87 -91.7%
Page 16 of 26  ·  508 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 32.7%
Financial Services 20.5%
Communication Services 10.0%
Healthcare 9.3%
Industrials 8.9%
Consumer Cyclical 7.7%
Consumer Defensive 3.1%
Energy 2.8%
Utilities 2.5%
Basic Materials 1.6%