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Portfolio (Quarterly) Guide ↗

FIRST NATIONAL BANK SIOUX FALLS

· CIK 0001085041
13F Portfolio $366M AUM 178 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 30 Added 40 Reduced 4 Exited
Page 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ORLY O'Reilly Automotive Inc Consumer Cyclical 8,426.0 $781K 0.21% -410.0 -4.6% $92.71 -6.3%
22 TRV The Travelers Companies Inc Financial Services 2,533.0 $757K 0.21% -15.0 -0.6% $298.84 +6.5%
23 CSCO Cisco Systems Inc Technology 8,477.0 $716K 0.20% -67.0 -0.8% $84.50 +40.8%
24 SBUX Starbucks Corporation Consumer Cyclical 6,533.0 $643K 0.18% -95.0 -1.4% $98.36 +4.9%
25 PG Procter & Gamble Co Consumer Defensive 4,270.0 $611K 0.17% -76.0 -1.8% $143.11 +3.8%
26 SPG Simon Property Group Inc Real Estate 2,891.0 $582K 0.16% -44.0 -1.5% $201.35 +12.0%
27 IBM International Business Machines Technology 2,129.0 $534K 0.15% -38.0 -1.8% $251.00 +2.9%
28 LOW Lowes Companies Inc Consumer Cyclical 2,114.0 $512K 0.14% -75.0 -3.4% $242.42 -8.4%
29 WMT WalMart Inc Consumer Defensive 3,897.0 $486K 0.13% -45.0 -1.1% $124.82 -7.2%
30 DGRW WisdomTree US Quality Dividend Growth ETF 5,137.0 $477K 0.13% -28.0 -0.5% $92.82 +1.9%
31 PSX Phillips 66 Energy 2,885.0 $471K 0.13% -53.0 -1.8% $163.33 +5.2%
32 DLTR Dollar Tree Inc Consumer Defensive 4,618.0 $461K 0.13% -78.0 -1.7% $99.93 +18.3%
33 UNH UnitedHealth Group Inc Healthcare 1,387.0 $439K 0.12% -183.0 -11.7% $316.40 +31.3%
34 AWI Armstrong World Industries Industrials 2,360.0 $410K 0.11% -138.0 -5.5% $173.57 -7.0%
35 NVDA NVIDIA Corp Technology 1,809.0 $359K 0.10% -325.0 -15.2% $198.35 -1.3%
36 RTX RTX Corporation Industrials 1,768.0 $346K 0.10% -77.0 -4.2% $195.85 -4.7%
37 DE Deere & Co Industrials 581.0 $339K 0.09% -9.0 -1.5% $584.19 +8.0%
38 EBAY Ebay Inc Consumer Cyclical 2,413.0 $246K 0.07% -140.0 -5.5% $101.96 +5.9%
39 BLK Blackrock Inc Financial Services 225.0 $231K 0.06% -3.0 -1.3% $1024.95 -5.2%
40 QQQ Invesco QQQ Trust Series 1 ETF Financial Services 325.0 $208K 0.06% -66.0 -16.9% $640.47 +11.9%
Page 2 of 2  ·  40 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
Financial Services 26.0%
Technology 18.1%
Industrials 12.4%
Consumer Cyclical 11.7%
Healthcare 8.0%
Communication Services 7.2%
Consumer Defensive 6.2%
Energy 4.3%
Utilities 2.5%
Real Estate 2.0%