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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 5 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IJH ISHARES CORE S&P MID CAP ETF 3,655.0 $247K 0.06% -20.0 -0.5% $67.58 +12.1%
82 GSK GSK PLC ADR Healthcare 4,293.0 $237K 0.06% -440.0 -9.3% $55.21 -7.5%
83 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 2,833.0 $223K 0.05% -20.0 -0.7% $78.72 +27.0%
84 VCR VANGUARD CONSUMER DISCRETIONARY ETF 601.0 $216K 0.05% -65.0 -9.8% $359.40 +8.0%
85 MBB ISHARES MBS ETF 2,121.0 $201K 0.05% -799.0 -27.4% $94.77 -0.0%
86 VDC VANGUARD CONSUMER STAPLES ETF 870.0 $195K 0.04% -253.0 -22.5% $224.14 +2.3%
87 UPS UNITED PARCEL SERVICE INC Industrials 1,956.0 $192K 0.04% -470.0 -19.4% $98.16 +8.1%
88 CRH PLC F 1,802.0 $189K 0.04% -33.0 -1.8% $104.88
89 BMY BRISTOL MYERS SQUIBB CO Healthcare 3,103.0 $188K 0.04% -171.0 -5.2% $60.59 -9.2%
90 INTC INTEL CORP Technology 3,835.0 $170K 0.04% -924.0 -19.4% $44.33 +197.6%
91 XLK STATE SREET TECHNOLOGY SELECT SECTOR SPDR ETF 881.0 $118K 0.03% -120.0 -12.0% $133.94 +36.7%
92 KVUE KENVUE INC Consumer Defensive 5,800.0 $100K 0.02% -5K -43.8% $17.24 +9.0%
93 ITOT ISHARES CORE S&P TOTAL US STOCK MARKET ETF 686.0 $98K 0.02% -50.0 -6.8% $142.86 +12.8%
94 BHP BHP GROUP LIMITED Basic Materials 1,276.0 $93K 0.02% -20.0 -1.5% $72.88 +10.8%
95 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 256.0 $51K 0.01% -200.0 -43.9% $199.22 -35.2%
96 DIS WALT DISNEY CO CORP Communication Services 358.0 $34K 0.01% -81.0 -18.4% $94.97 +6.5%
97 STZ CONSTELLATION BRANDS INC Consumer Defensive 200.0 $30K 0.01% -200.0 -50.0% $150.00 -4.7%
98 PANW PALO ALTO NETWORKS INC COM Technology 176.0 $28K 0.01% -14.0 -7.4% $159.09 +79.3%
99 BR BROADRIDGE FIN'L SOLUTIONS INC Technology 135.0 $22K 0.01% -195.0 -59.1% $162.96 -14.0%
100 WCLD WISDOMTREE CLOUD COMPUTING ETF 574.0 $16K 0.00% -33.0 -5.4% $27.87 +5.8%
Page 5 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%