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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 25 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 FFIV F5 INC Technology 3.0 $766.0 NEW $255.33 +60.2%
482 GPC GENUINE PARTS CO Consumer Cyclical 6.0 $738.0 NEW $123.00 -3.1%
483 CORZ CORE SCIENTIFIC INC NEW Technology 48.0 $699.0 NEW $14.56 +47.5%
484 EFAV ISHARES TR 8.0 $690.0 NEW $86.25 +3.1%
485 PSX PHILLIPS 66 Energy 5.0 $645.0 NEW $129.00 +37.2%
486 IEO ISHARES TR 7.0 $625.0 NEW $89.29 +23.1%
487 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2.0 $620.0 NEW $310.00 +20.1%
488 OGN ORGANON & CO Healthcare 81.0 $581.0 NEW $7.17 +88.7%
489 EMB ISHARES TR 6.0 $578.0 NEW $96.33 -0.3%
490 LYV LIVE NATION ENTERTAINMENT IN Communication Services 4.0 $570.0 NEW $142.50 +30.3%
491 MOAT VANECK ETF TRUST 5.0 $518.0 NEW $103.60 +2.3%
492 NVT NVENT ELECTRIC PLC Industrials 5.0 $510.0 NEW $102.00 +48.7%
493 ACH OWENS & MINOR INC NEW Healthcare 167.0 $468.0 NEW $2.80 +28.6%
494 SCZ ISHARES TR 6.0 $465.0 NEW $77.50 +7.8%
495 PEDEVCO CORP 650.0 $364.0 NEW $0.56
496 VOE VANGUARD INDEX FDS 2.0 $355.0 NEW $177.50 +12.3%
497 MAT MATTEL INC Consumer Cyclical 12.0 $238.0 NEW $19.83 -32.7%
498 CANOPY GROWTH CORP 200.0 $228.0 NEW $1.14
499 PHYL PGIM ETF TR 6.0 $213.0 NEW $35.50 -1.5%
500 CVM CEL-SCI CORP Healthcare 38.0 $200.0 NEW $5.26 -78.5%
Page 25 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%