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Portfolio (Quarterly) Guide ↗

First PREMIER Bank

· CIK 0001653926
13F Portfolio $433M AUM 581 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 24 Added 102 Reduced 4 Exited
Page 2 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VEU VANGUARD FTSE ALL WORLD EX US ETF 45,372.0 $3.4M 0.79% -7K -13.3% $75.11 +9.5%
22 PEP PEPSICO INC Consumer Defensive 21,869.0 $3.4M 0.78% -521.0 -2.3% $155.29 -8.4%
23 AMGN AMGEN INC Healthcare 8,950.0 $3.1M 0.73% -84.0 -0.9% $351.73 -0.2%
24 KO COCA-COLA CO Consumer Defensive 40,926.0 $3.1M 0.72% -470.0 -1.1% $76.04 +6.5%
25 WMT WALMART INC Consumer Defensive 24,663.0 $3.1M 0.71% -1K -3.9% $124.28 -4.0%
26 EMR EMERSON ELECTRIC CO Industrials 21,970.0 $2.9M 0.66% -296.0 -1.3% $131.00 +8.1%
27 EVRG EVERGY INC Utilities 34,047.0 $2.8M 0.64% -855.0 -2.5% $81.92 +4.1%
28 AMZN AMAZON.COM INC Consumer Cyclical 13,161.0 $2.7M 0.63% -150.0 -1.1% $208.27 +14.4%
29 MRK MERCK & CO INC Healthcare 22,012.0 $2.6M 0.61% -508.0 -2.3% $120.30 +0.0%
30 SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 57,548.0 $2.6M 0.60% -1K -2.4% $45.51 +4.6%
31 ECL ECOLAB INC Basic Materials 9,771.0 $2.6M 0.60% -165.0 -1.7% $265.99 +4.7%
32 JEPI JP MORGAN EQUITY PREMIUM INCOME ETF 43,957.0 $2.5M 0.57% -1K -3.2% $56.67 -1.0%
33 ADP AUTOMATIC DATA PROCESSING INC Industrials 11,794.0 $2.4M 0.55% -203.0 -1.7% $203.15 +8.8%
34 IVV ISHARES CORE S&P 500 ETF 3,511.0 $2.3M 0.53% -26.0 -0.7% $653.09 +12.7%
35 CALF PACER US SMALL CAP CASH COWS ETF 47,965.0 $2.2M 0.50% -2K -3.1% $44.87 +11.1%
36 PGX INVESCO PREFERRED ETF 174,328.0 $1.9M 0.44% -39K -18.2% $10.88 -0.4%
37 MDLZ MONDELEZ INTL INC Consumer Defensive 32,589.0 $1.9M 0.43% -2K -6.0% $57.66 +7.7%
38 XOM EXXON MOBIL CORP Energy 9,995.0 $1.7M 0.39% -130.0 -1.3% $169.68 -19.6%
39 SPY STATE STREET SPDR S&P 500 TRUST ETF Financial Services 2,304.0 $1.5M 0.35% -30.0 -1.3% $650.61 +12.6%
40 QQQ INVESCO QQQ TRUST Financial Services 2,311.0 $1.3M 0.31% -58.0 -2.5% $577.24 +22.8%
Page 2 of 6  ·  102 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
Utilities 19.5%
Technology 19.2%
Financial Services 16.4%
Industrials 15.6%
Healthcare 9.8%
Consumer Defensive 9.3%
Consumer Cyclical 4.3%
Energy 2.9%
Basic Materials 1.6%
Communication Services 0.9%