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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 1 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 753,577.0 $472.6M 23.12% NEW $627.13 +9.3%
2 DFAX DIMENSIONAL ETF TRUST 8,432,666.0 $276.0M 13.50% NEW $32.73 +11.5%
3 IWR ISHARES TR 962,625.0 $92.7M 4.53% NEW $96.27 +14.4%
4 IXUS ISHARES TR 893,285.0 $75.6M 3.70% NEW $84.64 +11.5%
5 VCRB VANGUARD MALVERN FDS 936,945.0 $73.0M 3.57% NEW $77.90 -1.4%
6 NVDA NVIDIA CORPORATION Technology 339,339.0 $63.3M 3.10% NEW $186.50 +5.9%
7 ALRS ALERUS FINL CORP Financial Services 2,289,199.0 $51.6M 2.52% NEW $22.52 +40.1%
8 MSFT MICROSOFT CORP Technology 105,445.0 $51.0M 2.49% NEW $483.62 -20.5%
9 AAPL APPLE INC Technology 186,447.0 $50.7M 2.48% NEW $271.86 +8.3%
10 AVGO BROADCOM INC Technology 120,634.0 $41.8M 2.04% NEW $346.10 +6.7%
11 GOOGL ALPHABET INC Communication Services 120,624.0 $37.8M 1.85% NEW $313.00 +15.4%
12 VCLT VANGUARD SCOTTSDALE FDS 391,270.0 $29.7M 1.45% NEW $75.85 -1.6%
13 AMZN AMAZON COM INC Consumer Cyclical 121,561.0 $28.1M 1.37% NEW $230.82 +4.7%
14 JPM JPMORGAN CHASE & CO. Financial Services 67,487.0 $21.7M 1.06% NEW $322.22 +3.7%
15 LLY ELI LILLY & CO Healthcare 19,704.0 $21.2M 1.04% NEW $1074.68 +10.9%
16 TSLA TESLA INC Consumer Cyclical 47,002.0 $21.1M 1.03% NEW $449.72 -5.4%
17 VCSH VANGUARD SCOTTSDALE FDS 253,508.0 $20.2M 0.99% NEW $79.73 -1.3%
18 META META PLATFORMS INC Communication Services 26,864.0 $17.7M 0.87% NEW $660.09 -7.1%
19 VTWO VANGUARD SCOTTSDALE FDS 167,452.0 $16.7M 0.81% NEW $99.52 +21.5%
20 XOM EXXON MOBIL CORP Energy 117,453.0 $14.1M 0.69% NEW $120.34 +13.2%
Page 1 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%