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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 19 of 19  ·  375 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CF CF INDUSTRIES HOLDINGS INC Basic Materials 21.0 $3K 0.00% $142.86 -28.5%
362 CTVA CORTEVA INC Basic Materials 37.0 $3K 0.00% $81.08 -2.4%
363 FDS FACTSET RESEARCH SYSTEMS INC Financial Services 15.0 $3K 0.00% $200.00 +9.1%
364 GWW W.W. GRAINGER INC Industrials 3.0 $3K 0.00% $1000.00 +32.0%
365 RNR RENAISSANCE RE HOLDINGS LTD Financial Services 9.0 $3K 0.00% $333.33 -7.7%
366 RACE FERRARI NV COM Consumer Cyclical 9.0 $3K 0.00% $333.33 +3.5%
367 T AT&T INC. Communication Services 71.0 $2K $28.17 -19.0%
368 DKNG DRAFTKINGS INC Consumer Cyclical 96.0 $2K $20.83 +20.7%
369 IBIT ISHARES BITCOIN TRUST ETF Financial Services 50.0 $2K $40.00 -11.7%
370 BAH BOOZ ALLEN HAMILTON HOLDING CORPORATION Industrials 17.0 $1K $58.82 +8.6%
371 CHTR CHARTER COMMUNICATIONS INC Communication Services 4.0 $1K $250.00 -47.3%
372 VTRS VIATRIS INC Healthcare 78.0 $1K $12.82 +20.0%
373 GEHC GE HEALTHCARE TECHNOLOGIES INC Healthcare 3.0 -3.0 -50.0%
374 NOK NOKIA OYJ ADR Technology 21.0
375 WBD WARNER BROS DISCOVERY SERIES A Communication Services 17.0
Page 19 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%