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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 19  ·  375 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RTX RTX CORPORATION Industrials 32,871.0 $6.3M 1.46% $192.91 -3.8%
22 PG PROCTER & GAMBLE CO Consumer Defensive 42,545.0 $6.1M 1.42% +284.0 +0.7% $144.44 +6.0%
23 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 94,420.0 $6.0M 1.40% $64.08 +9.9%
24 XEL XCEL ENERGY INC Utilities 73,634.0 $5.8M 1.35% -602.0 -0.8% $79.43 +1.8%
25 MCD MCDONALD'S CORP Consumer Cyclical 15,711.0 $4.9M 1.13% -423.0 -2.6% $310.74 -11.8%
26 VHT VANGUARD HEALTH CARE ETF 16,835.0 $4.6M 1.06% -348.0 -2.0% $272.35 +6.0%
27 PEG PUBLIC SERVICE ENTERPRISE GROUP INC Utilities 53,005.0 $4.3M 0.99% -1K -2.5% $80.95 +1.1%
28 VOO VANGUARD 500 INDEX FUND ETF 6,414.0 $3.8M 0.89% $597.44 +13.9%
29 COWZ PACER US CASH COWS 100 ETF 58,612.0 $3.7M 0.85% -7K -10.4% $62.55 -0.2%
30 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 18,990.0 $3.6M 0.84% -693.0 -3.5% $191.89 +10.0%
31 DFAI DIMENSIONAL INT'L CORE EQUITY MARKET ETF 93,391.0 $3.6M 0.84% +28K +42.6% $38.95 +4.8%
32 VEU VANGUARD FTSE ALL WORLD EX US ETF 45,372.0 $3.4M 0.79% -7K -13.3% $75.11 +10.1%
33 PEP PEPSICO INC Consumer Defensive 21,869.0 $3.4M 0.78% -521.0 -2.3% $155.29 -7.7%
34 USB US BANCORP Financial Services 64,805.0 $3.4M 0.78% $52.03 +15.2%
35 BND VANGUARD TOTAL BOND MARKET ETF 44,735.0 $3.3M 0.76% +8K +22.2% $73.66 -0.1%
36 AMGN AMGEN INC Healthcare 8,950.0 $3.1M 0.73% -84.0 -0.9% $351.73 -0.0%
37 KO COCA-COLA CO Consumer Defensive 40,926.0 $3.1M 0.72% -470.0 -1.1% $76.04 +6.9%
38 WMT WALMART INC Consumer Defensive 24,663.0 $3.1M 0.71% -1K -3.9% $124.28 -3.8%
39 EMR EMERSON ELECTRIC CO Industrials 21,970.0 $2.9M 0.66% -296.0 -1.3% $131.00 +8.8%
40 RODM HARTFORD MULTIFACTOR DEVELOPED MARKETS EX US ETF 71,020.0 $2.8M 0.65% $39.43 +3.3%
Page 2 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%