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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 11 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 NEM NEWMONT CORP Basic Materials 955.0 $95K 0.01% NEW $99.85 -2.8%
202 CSX CSX CORP Industrials 2,604.0 $94K 0.01% NEW $36.25 +34.9%
203 VBK VANGUARD INDEX FDS 311.0 $94K 0.01% NEW $302.11 +18.5%
204 GWW WW GRAINGER INC Industrials 92.0 $93K 0.01% NEW $1009.05 +33.1%
205 EPD ENTERPRISE PRODS PARTNERS L Energy 2,850.0 $91K 0.00% NEW $32.06 +14.6%
206 IEF ISHARES TR 922.0 $89K 0.00% NEW $96.16 -2.1%
207 STE STERIS PLC Healthcare 348.0 $88K 0.00% NEW $253.52 -13.9%
208 EQIX EQUINIX INC Real Estate 115.0 $88K 0.00% NEW $766.16 +30.8%
209 DMAY FIRST TR EXCHNG TRADED FD VI 1,910.0 $86K 0.00% NEW $45.24 +4.0%
210 MO ALTRIA GROUP INC Consumer Defensive 1,484.0 $86K 0.00% NEW $57.66 +26.1%
211 MCK MCKESSON CORP Healthcare 104.0 $85K 0.00% NEW $820.29 -4.1%
212 CANADIAN PACIFIC KANSAS CITY 1,147.0 $84K 0.00% NEW $73.63
213 FMAY FIRST TR EXCHNG TRADED FD VI 1,516.0 $81K 0.00% NEW $53.45 +5.0%
214 SYY SYSCO CORP Consumer Defensive 1,086.0 $80K 0.00% NEW $73.69 +15.1%
215 AON AON PLC Financial Services 220.0 $78K 0.00% NEW $352.88 +1.3%
216 ATR APTARGROUP INC Healthcare 620.0 $76K 0.00% NEW $121.96 +4.1%
217 VB VANGUARD INDEX FDS 291.0 $75K 0.00% NEW $257.95 +16.4%
218 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 903.0 $75K 0.00% NEW $83.00 -49.4%
219 RTX RTX CORPORATION Industrials 405.0 $74K 0.00% NEW $183.40 +8.6%
220 DIS DISNEY WALT CO Communication Services 651.0 $74K 0.00% NEW $113.77 -12.6%
Page 11 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%