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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 2 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HCA HCA HEALTHCARE INC Healthcare 738.0 $349K 0.02% NEW $473.24 -8.6%
22 BUFR FIRST TR EXCHNG TRADED FD VI 9,548.0 $322K 0.02% NEW $33.77 +6.8%
23 AIG AMERICAN INTL GROUP INC Financial Services 3,328.0 $250K 0.01% NEW $75.25 +1.1%
24 PSA PUBLIC STORAGE OPER CO Real Estate 899.0 $244K 0.01% NEW $270.88 +11.9%
25 ENTERGY CORP NEW 2,035.0 $229K 0.01% NEW $112.36
26 HBAN HUNTINGTON BANCSHARES INC Financial Services 13,818.0 $216K 0.01% NEW $15.65 -0.9%
27 GLW CORNING INC Technology 1,494.0 $203K 0.01% NEW $135.97 +53.2%
28 PWR QUANTA SVCS INC Industrials 358.0 $197K 0.01% NEW $549.02 +42.1%
29 INTU INTUIT Technology 427.0 $185K 0.01% NEW $432.38 -12.5%
30 FIX COMFORT SYS USA INC Industrials 133.0 $183K 0.01% NEW $1378.99 +48.1%
31 J P MORGAN EXCHANGE TRADED F 3,397.0 $172K 0.01% NEW $50.61
32 MKOR MATTHEWS ASIA FDS 3,808.0 $166K 0.01% NEW $43.64 +36.8%
33 SRE SEMPRA Utilities 1,701.0 $165K 0.01% NEW $97.17 -4.4%
34 REGCO REGENCY CTRS CORP Real Estate 2,166.0 $164K 0.01% NEW $75.66 -70.2%
35 CL COLGATE PALMOLIVE CO Consumer Defensive 1,822.0 $155K 0.01% NEW $85.23 +3.4%
36 VMC VULCAN MATLS CO Basic Materials 483.0 $132K 0.01% NEW $272.30 +1.0%
37 MINT PIMCO ETF TR 1,270.0 $128K 0.01% NEW $100.57 -0.0%
38 TEL TE CONNECTIVITY PLC Technology 596.0 $125K 0.01% NEW $209.02 -1.1%
39 TOTALENERGIES SE 1,005.0 $91K 0.01% NEW $90.98
40 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 6,030.0 $90K 0.00% NEW $14.95 +0.5%
Page 2 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%