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CIK: 0000919458
Total reported value
$2.3B
$2.3B
160 檔
18.5%
In Q1 2025, Alerus Financial NA's U.S. equity holdings reached a combined market value of $2.3B, distributed across 160 disclosed stock positions.
In Q1 2025, Alerus Financial NA displayed an active expansion posture, initiating 160 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.71% | +0.08% | -1.15% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 7.42% | -0.66% | -0.36% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.12% | -0.01% | -2.16% | |
| 4 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 5.97% | -0.10% | -3.91% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.70% | +0.04% | -2.37% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.24% | -0.24% | -4.59% | |
| 7 | ALRS | Alerus Financial CORP | Stock-Other | 3.17% | +0.25% | +0.71% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.00% | +0.01% | -1.75% | |
| 9 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 2.67% | +0.04% | -0.74% | |
| 10 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 2.46% | -0.18% | -0.07% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 2.09% | +0.03% | -8.15% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.77% | -0.03% | -5.06% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.66% | +0.13% | +8.60% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.65% | +0.01% | +11.80% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.28% | +0.05% | -0.28% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.13% | -0.09% | -4.90% | |
| 17 | ETN | Eaton Corporation plc | Stock-Industrials | 1.11% | -0.04% | -5.97% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.09% | -0.15% | -12.02% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.00% | -0.05% | +15.19% | |
| 20 | SO | Southern Co/the | Stock-Utilities | 0.99% | -0.19% | +12.37% | |
| 21 | T | At&t Inc | Stock-Comm Services | 0.93% | -0.15% | +1.87% | |
| 22 | IBM | Intl Business Machines CORP | Stock-Tech | 0.91% | +0.01% | +3.88% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.88% | -0.03% | -16.71% | |
| 24 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 0.87% | -0.21% | -8.80% | |
| 25 | UL | Unilever PLC | Stock-Consumer Staples | 0.87% | — | +33.19% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.83% | +0.05% | +2.83% | |
| 27 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 0.82% | -0.02% | -4.79% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.75% | +0.07% | +3.58% | |
| 29 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.74% | -0.10% | +4.02% | |
| 30 | COR | Cencora Inc | Stock-Healthcare | 0.71% | -0.13% | -5.28% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.70% | +0.24% | +22.55% | |
| 32 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.69% | -0.01% | +0.65% | |
| 33 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.69% | -0.13% | -5.42% | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 0.63% | -0.12% | -2.79% | |
| 35 | XLE | Ss Energy Select Sector | ETF-Other | 0.62% | -0.10% | -18.19% | |
| 36 | GE | General Electric | Stock-Industrials | 0.62% | +0.02% | -1.83% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.62% | +0.13% | -1.88% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.61% | -0.05% | -22.42% | |
| 39 | PH | Parker Hannifin CORP | Stock-Industrials | 0.58% | -0.03% | -12.47% | |
| 40 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.58% | -0.17% | +2.98% | |
| 41 | VST | Vistra CORP | Stock-Utilities | 0.58% | — | +89.11% | |
| 42 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.58% | +0.06% | +4.40% | |
| 43 | WFC | Wells Fargo & Co | Stock-Financials | 0.57% | -0.04% | +1.07% | |
| 44 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 0.57% | +0.02% | +4.26% | |
| 45 | MMM | 3m Co | Stock-Industrials | 0.56% | -0.07% | +2.03% | |
| 46 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.53% | -0.09% | -10.64% | |
| 47 | TFC | Truist Financial CORP | Stock-Financials | 0.52% | -0.06% | — | |
| 48 | CLX | Clorox Company | Stock-Consumer Staples | 0.51% | -0.01% | -23.21% | |
| 49 | HEI | Heico CORP | Stock-Industrials | 0.51% | -0.01% | -7.26% | |
| 50 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.50% | -0.11% | +31.18% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 2 | DFAX | Dimensional World Ex US Core | — | NEW | New buy |
| 3 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 4 | IXUS | Ishares Core Intl Stock ETF | — | NEW | New buy |
| 5 | AAPL | Apple Inc | — | NEW | New buy |
| 6 | MSFT | Microsoft CORP | — | NEW | New buy |
| 7 | ALRS | Alerus Financial CORP | — | NEW | New buy |
| 8 | NVDA | Nvidia CORP | — | NEW | New buy |
| 9 | IWR | Ishares Russell Mid-cap ETF | — | NEW | New buy |
| 10 | VCLT | Vanguard Long-term CORP Bond | — | NEW | New buy |
| 11 | AVGO | Broadcom Inc | — | NEW | New buy |
| 12 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 13 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 14 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 15 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 16 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 17 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 18 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 19 | TSLA | Tesla Inc | — | NEW | New buy |
| 20 | SO | Southern Co/the | — | NEW | New buy |
| 21 | T | At&t Inc | — | NEW | New buy |
| 22 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 24 | AAAU | Goldman Sachs Physical Gold | — | NEW | New buy |
| 25 | UL | Unilever PLC | — | NEW | New buy |
| 26 | ABBV | Abbvie Inc | — | NEW | New buy |
| 27 | TTWO | Take-two Interactive Softwre | — | NEW | New buy |
| 28 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 29 | TLT | Ishares 20+ Year Treasury Bd | — | NEW | New buy |
| 30 | COR | Cencora Inc | — | NEW | New buy |
| 31 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 32 | CDNS | Cadence Design Sys Inc | — | NEW | New buy |
| 33 | BSX | Boston Scientific CORP | — | NEW | New buy |
| 34 | NFLX | Netflix Inc | — | NEW | New buy |
| 35 | XLE | Ss Energy Select Sector | — | NEW | New buy |
| 36 | GE | General Electric | — | NEW | New buy |
| 37 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 38 | CVX | Chevron CORP | — | NEW | New buy |
| 39 | PH | Parker Hannifin CORP | — | NEW | New buy |
| 40 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 41 | VST | Vistra CORP | — | NEW | New buy |
| 42 | KVUE | Kenvue Inc | — | NEW | New buy |
| 43 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 44 | BBY | Best Buy Co Inc | — | NEW | New buy |
| 45 | MMM | 3m Co | — | NEW | New buy |
| 46 | DLR | Digital Realty Trust Inc | — | NEW | New buy |
| 47 | TFC | Truist Financial CORP | — | NEW | New buy |
| 48 | CLX | Clorox Company | — | NEW | New buy |
| 49 | HEI | Heico CORP | — | NEW | New buy |
| 50 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Alerus Financial NA reported a total U.S. public equity portfolio value of $2.3B across 160 disclosed positions in Q1 2025.
During Q1 2025, Alerus Financial NA's top holdings by market value included VOO (10.7%)、DFAX (7.4%)、AGG (6.1%). The largest single position, VOO, represented 10.7% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, DFAX, AGG) accounted for 18.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
VOO
市值: $133.7M
In Q1 2025, Alerus Financial NA made 160 total portfolio adjustments, initiating 160 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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