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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 3 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MU MICRON TECHNOLOGY INC Technology 29,197.0 $8.3M 0.41% NEW $285.41 +261.7%
42 BSX BOSTON SCIENTIFIC CORP Healthcare 84,274.0 $8.0M 0.39% NEW $95.35 -54.8%
43 T AT&T INC Communication Services 322,139.0 $8.0M 0.39% NEW $24.84 -17.5%
44 NFLX NETFLIX INC Communication Services 78,560.0 $7.4M 0.36% NEW $93.76 -20.9%
45 ISRG INTUITIVE SURGICAL INC Healthcare 12,867.0 $7.3M 0.36% NEW $566.36 -29.0%
46 PRU PRUDENTIAL FINL INC Financial Services 63,897.0 $7.2M 0.35% NEW $112.88 -1.6%
47 SHOP SHOPIFY INC Technology 44,635.0 $7.2M 0.35% NEW $160.97 -24.4%
48 MMM 3M CO Industrials 44,622.0 $7.1M 0.35% NEW $160.10 -0.1%
49 HEI HEICO CORP NEW Industrials 21,895.0 $7.1M 0.35% NEW $323.59 +11.2%
50 VRT VERTIV HOLDINGS CO Industrials 43,608.0 $7.1M 0.35% NEW $162.01 +92.2%
51 COF CAPITAL ONE FINL CORP Financial Services 27,985.0 $6.8M 0.33% NEW $242.36 -15.5%
52 DLR DIGITAL RLTY TR INC Real Estate 43,349.0 $6.7M 0.33% NEW $154.71 +14.0%
53 HD HOME DEPOT INC Consumer Cyclical 18,654.0 $6.4M 0.31% NEW $344.10 +2.0%
54 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 39,151.0 $6.3M 0.31% NEW $161.96 -21.8%
55 MA MASTERCARD INCORPORATED Financial Services 11,098.0 $6.3M 0.31% NEW $570.88 -8.5%
56 LNT ALLIANT ENERGY CORP Utilities 93,578.0 $6.1M 0.30% NEW $65.01 +16.6%
57 CVX CHEVRON CORP NEW Energy 39,049.0 $6.0M 0.29% NEW $152.41 +8.7%
58 SCHW SCHWAB CHARLES CORP Financial Services 59,143.0 $5.9M 0.29% NEW $99.91 -4.1%
59 ROK ROCKWELL AUTOMATION INC Industrials 14,728.0 $5.7M 0.28% NEW $389.07 +24.1%
60 CAT CATERPILLAR INC Industrials 9,801.0 $5.6M 0.28% NEW $572.87 +73.1%
Page 3 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%