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 22 of 26  ·  510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 ACGL ARCH CAP GROUP LTD Financial Services 54.0 $5K -26.0 -32.5% $95.98 -2.1%
422 EFV ISHARES TR 67.0 $5K -2.0 -2.9% $74.34 +3.9%
423 HIX WESTERN ASSET HIGH INCOM FD Financial Services 1,232.0 $5K $3.98 -1.5%
424 AJG GALLAGHER ARTHUR J & CO Financial Services 22.0 $5K $216.59 -7.7%
425 ODFL OLD DOMINION FREIGHT LINE IN Industrials 24.0 $5K -54.0 -69.2% $195.42 +1.7%
426 RPM RPM INTL INC Basic Materials 46.0 $5K $99.39 -1.0%
427 DYNF BLACKROCK ETF TRUST 75.0 $4K $58.19 +13.9%
428 DG DOLLAR GEN CORP Consumer Defensive 36.0 $4K $118.72 -11.5%
429 QUAL ISHARES TR 22.0 $4K -2.0 -8.3% $191.82 +9.7%
430 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 225.0 $4K $18.49 +15.8%
431 JCI JOHNSON CONTROLS INTERNATION Industrials 31.0 $4K $130.94 +9.8%
432 EXPAND ENERGY CORPORATION 34.0 $4K $109.79
433 YUMC YUM CHINA HLDGS INC Consumer Cyclical 76.0 $4K $48.78 -5.7%
434 AVNT AVIENT CORPORATION Basic Materials 101.0 $4K $36.30 -7.0%
435 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 114.0 $4K -1K -92.1% $32.01 +2.0%
436 XT ISHARES TR 53.0 $4K $68.15 +16.1%
437 GOOS CANADA GOOSE HLDGS INC Consumer Cyclical 320.0 $4K $10.97 -9.8%
438 ENOV ENOVIS CORPORATION Industrials 148.0 $3K $22.75 +14.8%
439 GD GENERAL DYNAMICS CORP Industrials 9.0 $3K $343.22 -0.8%
440 FIRST TR EXCH TRADED FD III 43.0 $3K $70.35
Page 22 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%