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Portfolio (Quarterly) Guide ↗

First Interstate Bank

· CIK 0001125727
13F Portfolio $1.9B AUM 300 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 57 Added 69 Reduced 8 Exited
Page 2 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PANW PALO ALTO NETWORKS INC Technology 45,696.0 $15.6M 0.81% -987.0 -2.1% $341.02 +1.0%
22 MSFT MICROSOFT CORP Technology 41,559.0 $15.5M 0.81% -395.0 -0.9% $373.02 +31.2%
23 CSCO CISCO SYS INC Technology 126,563.0 $14.9M 0.78% -5K -3.5% $117.46 -5.3%
24 XLF SELECT SECTOR SPDR TR 246,550.0 $13.2M 0.69% $53.61 +8.5%
25 XLE SELECT SECTOR SPDR TR 206,153.0 $10.9M 0.57% $53.11 +17.8%
26 BERKSHIRE HATHAWAY INC DEL 21,694.0 $10.9M 0.57% -159.0 -0.7% $500.39
27 JPM JPMORGAN CHASE & CO Financial Services 29,970.0 $9.8M 0.51% +446.0 +1.5% $327.33 +8.5%
28 IBB ISHARES TR 40,526.0 $7.7M 0.40% -556.0 -1.4% $190.19 +13.6%
29 XLU SELECT SECTOR SPDR TR 169,858.0 $7.7M 0.40% -4K -2.3% $45.34 -4.7%
30 CGHM CAPITAL GRP FIXED INCM ETF T 290,676.0 $7.5M 0.39% +96K +49.5% $25.85 -1.7%
31 XLRE SELECT SECTOR SPDR TR 159,445.0 $7.0M 0.37% -5K -3.0% $44.03 +3.1%
32 AXP AMERICAN EXPRESS CO Financial Services 20,721.0 $7.0M 0.37% +154.0 +0.8% $338.25 -0.4%
33 XLB SELECT SECTOR SPDR TR 133,863.0 $6.8M 0.35% -1K -1.0% $50.83 +5.1%
34 XLY SELECT SECTOR SPDR TR 57,152.0 $6.7M 0.35% +290.0 +0.5% $117.28 +0.8%
35 XLP SELECT SECTOR SPDR TR 77,282.0 $6.4M 0.34% -1K -1.7% $83.07 +4.0%
36 NVDA NVIDIA CORPORATION Technology 31,915.0 $6.4M 0.33% +724.0 +2.3% $200.09 +6.1%
37 WMT WALMART INC Consumer Defensive 54,897.0 $6.2M 0.32% -852.0 -1.5% $113.26 -7.4%
38 HEFA ISHARES TR 130,124.0 $6.1M 0.32% -7K -5.4% $46.92 +1.2%
39 PFFD GLOBAL X FDS 321,320.0 $6.0M 0.31% +117K +57.0% $18.69 -1.2%
40 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 6,399.0 $6.0M 0.31% $935.47 +3.0%
Page 2 of 10  ·  196 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 48.4%
Technology 21.0%
Consumer Cyclical 7.1%
Communication Services 7.0%
Industrials 4.7%
Healthcare 4.1%
Consumer Defensive 3.9%
Energy 2.6%
Basic Materials 1.0%
Utilities 0.2%