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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 18 of 19  ·  375 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SPGI S&P GLOBAL, INC Financial Services 14.0 $6K 0.00% $428.57 -6.3%
342 UTF COHEN & STEERS INFRASTRUCTURE FUND INC Financial Services 200.0 $5K 0.00% $25.00 +8.4%
343 CAG CONAGRA BRANDS INC Consumer Defensive 296.0 $5K 0.00% $16.89 -19.5%
344 DHI D R HORTON INC Consumer Cyclical 35.0 $5K 0.00% $142.86 +17.5%
345 SNPS SYNOPSYS CORP Technology 13.0 $5K 0.00% $384.62 +22.0%
346 YPF YPF SOCIEDAD ANONIMA ADR Energy 100.0 $5K 0.00% NEW $50.00 -8.3%
347 APD AIR PRODUCTS & CHEMICALS INC Basic Materials 14.0 $4K 0.00% $285.71 -2.3%
348 F FORD MOTOR CO Consumer Cyclical 343.0 $4K 0.00% $11.66 +19.1%
349 ITW ILLINOIS TOOL WORKS INC Industrials 14.0 $4K 0.00% $285.71 -7.3%
350 BSCT INVESCO BULLETSHARES 2029 CORPORATE BOND ETF 220.0 $4K 0.00% $18.18 +2.1%
351 BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 205.0 $4K 0.00% $19.51 +0.4%
352 SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 93.0 $4K 0.00% $43.01 -1.4%
353 LHX L3HARRIS TECHNOLOGIES Industrials 12.0 $4K 0.00% $333.33 -11.9%
354 NVO NOVO-NORDISK A S ADR Healthcare 100.0 $4K 0.00% $40.00 +18.0%
355 XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF 80.0 $4K 0.00% $50.00 +2.9%
356 SNA SNAP-ON INC. Industrials 10.0 $4K 0.00% $400.00 -1.5%
357 UBER UBER TECHNOLOGIES INC Technology 55.0 $4K 0.00% $72.73 +1.7%
358 JCI JOHNSON CONTROLS INTERNATIONAL PLC Industrials 33.0 $4K 0.00% $121.21 +18.9%
359 RALLIANT CORP 100.0 $4K 0.00% $40.00
360 WRB WR BERKLEY CORPORATION Financial Services 43.0 $3K 0.00% $69.77 +0.2%
Page 18 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%