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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 15 of 19  ·  375 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 FTV FORTIVE CORP Technology 300.0 $17K 0.00% $56.67 +5.7%
282 PM PHILIP MORRIS INTL INC COM Consumer Defensive 100.0 $17K 0.00% $170.00 +4.2%
283 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 105.0 $17K 0.00% $161.90 +11.0%
284 ISHARES IBONDS DEC 2031 TERM TR ETF 837.0 $17K 0.00% $20.31
285 ISHARES IBONDS DEC 2030 TERM TRSY ETF 849.0 $17K 0.00% $20.02
286 ISHARES IBONDS DEC 2027 TERM TREASURY ETF 773.0 $17K 0.00% $21.99
287 ISHARES IBONDS DEC 2026 TERM TREASURY ETF 759.0 $17K 0.00% $22.40
288 SCHV SCHWAB US LARGE CAP VALUE ETF 510.0 $16K 0.00% $31.37 +8.9%
289 XLE STATE STEET ENERGY SELECT SECTOR SPDR ETF 254.0 $16K 0.00% $62.99 -15.3%
290 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 323.0 $16K 0.00% $49.54 +8.4%
291 WCLD WISDOMTREE CLOUD COMPUTING ETF 574.0 $16K 0.00% -33.0 -5.4% $27.87 +5.9%
292 YUM YUM BRANDS INC Consumer Cyclical 100.0 $16K 0.00% $160.00 -5.1%
293 CHDN CHURCHILL DOWNS INC. Consumer Cyclical 172.0 $15K 0.00% $87.21 -3.1%
294 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 104.0 $15K 0.00% $144.23 +5.9%
295 USAR USA RARE EARTH INC Basic Materials 1,000.0 $15K 0.00% $15.00 +42.6%
296 ISHARES IBONDS DEC 2032 TERM TREASURY ETF 667.0 $15K 0.00% $22.49
297 AEE AMEREN CORPORATION Utilities 126.0 $14K 0.00% $111.11 +1.3%
298 ASPN ASPEN AEROGELS INC CORP COMMON Industrials 4,000.0 $14K 0.00% $3.50 +63.3%
299 NOW SERVICENOW INC Technology 130.0 $14K 0.00% -20.0 -13.3% $107.69 -13.1%
300 AM ANTERO MIDSTREAM Energy 570.0 $13K 0.00% $22.81 -3.2%
Page 15 of 19  ·  375 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%