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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 13 of 26  ·  510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 J P MORGAN EXCHANGE TRADED F 3,397.0 $172K 0.01% NEW $50.61
242 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 2,801.0 $172K 0.01% +2K +210.2% $61.35 -23.2%
243 IJJ ISHARES TR 1,256.0 $166K 0.01% $132.50 +4.6%
244 MKOR MATTHEWS ASIA FDS 3,808.0 $166K 0.01% NEW $43.64 +36.5%
245 SRE SEMPRA Utilities 1,701.0 $165K 0.01% NEW $97.17 -6.9%
246 IJT ISHARES TR 1,140.0 $165K 0.01% $144.71 +9.7%
247 REGCO REGENCY CTRS CORP Real Estate 2,166.0 $164K 0.01% NEW $75.66 -70.3%
248 EFA ISHARES TR 1,665.0 $162K 0.01% -88.0 -5.0% $97.13 +5.7%
249 VYM VANGUARD WHITEHALL FDS 1,087.0 $161K 0.01% -380.0 -25.9% $148.10 +5.8%
250 CL COLGATE PALMOLIVE CO Consumer Defensive 1,822.0 $155K 0.01% NEW $85.23 +5.5%
251 ENB ENBRIDGE INC Energy 2,831.0 $153K 0.01% +2K +299.9% $54.14 +2.2%
252 WRAP WRAP TECHNOLOGIES INC Technology 97,760.0 $151K 0.01% $1.54 -3.9%
253 NOC NORTHROP GRUMMAN CORP Industrials 210.0 $143K 0.01% $682.24 -20.7%
254 ADP AUTOMATIC DATA PROCESSING IN Industrials 693.0 $141K 0.01% +605.0 +687.5% $203.18 +9.7%
255 XUSP INNOVATOR ETFS TRUST 3,157.0 $139K 0.01% $44.15 +17.0%
256 EQH EQUITABLE HLDGS INC Financial Services 3,717.0 $138K 0.01% -29K -88.7% $37.11 +14.7%
257 CLX CLOROX CO DEL Consumer Defensive 1,296.0 $134K 0.01% -304.0 -19.0% $103.63 -10.4%
258 VMC VULCAN MATLS CO Basic Materials 483.0 $132K 0.01% NEW $272.30 -1.6%
259 MINT PIMCO ETF TR 1,270.0 $128K 0.01% NEW $100.57 +0.0%
260 TEL TE CONNECTIVITY PLC Technology 596.0 $125K 0.01% NEW $209.02 -1.9%
Page 13 of 26  ·  510 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%