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CIK: 0002018815
Total reported value
$261.6M
$261.6M
107 檔
39.5%
In Q4 2025, Emprise Bank's U.S. equity holdings reached a combined market value of $261.6M, distributed across 107 disclosed stock positions.
In Q4 2025, Emprise Bank adopted a defensive or profit-taking posture, trimming 44 positions and completely liquidating 8 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VGIT, AVDV, VTIP) accounted for 39.5% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGIT | Vanguard Intermediate-term T | ETF-Other | 13.83% | -0.86% | +6.33% | |
| 2 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 10.43% | +1.26% | +2.73% | |
| 3 | VTIP | Vanguard Short-term Tips | ETF-Other | 7.24% | +0.05% | +2.49% | |
| 4 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 6.73% | +0.36% | +2.08% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.69% | +0.19% | -0.34% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.76% | +0.02% | -2.32% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 3.31% | -0.16% | -3.29% | |
| 8 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 3.29% | -0.03% | -11.42% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 3.11% | +0.43% | -0.00% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.59% | +0.37% | -0.40% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.33% | +0.59% | -0.03% | |
| 12 | DISV | Dimensional International Sm | ETF-Other | 1.67% | +0.18% | -0.74% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.52% | — | -1.35% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.51% | +0.25% | -0.03% | |
| 15 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.37% | -0.05% | -2.48% | |
| 16 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.32% | +0.01% | — | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.30% | -0.05% | -0.40% | |
| 18 | RTX | Rtx CORP | Stock-Industrials | 1.26% | +0.01% | -0.52% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.25% | +0.04% | -0.74% | |
| 20 | CAT | Caterpillar Inc | Stock-Industrials | 1.10% | -0.39% | — | |
| 21 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.10% | -2.83% | EXIT | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.94% | +0.01% | +7.12% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.93% | -0.01% | -0.04% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.90% | +0.04% | — | |
| 25 | DIHP | Dimensional International Hi | ETF-Other | 0.89% | +0.48% | +340.68% | |
| 26 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.89% | -0.98% | EXIT | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.86% | +0.22% | — | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.79% | +0.05% | -0.07% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.58% | +0.02% | — | |
| 30 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.56% | -0.04% | -3.14% | |
| 31 | TEL | TE Connectivity plc | Stock-Tech | 0.56% | +0.02% | — | |
| 32 | ETN | Eaton Corporation plc | Stock-Industrials | 0.56% | — | — | |
| 33 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.53% | -0.01% | +1.19% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.53% | -0.02% | -1.19% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.52% | -0.03% | — | |
| 36 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.52% | +0.14% | -3.59% | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.51% | +0.12% | — | |
| 38 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.48% | +0.02% | -0.44% | |
| 39 | CB | Chubb Limited | Stock-Financials | 0.47% | -0.01% | -0.33% | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.45% | — | -5.62% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | -0.07% | -0.03% | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.44% | -0.04% | -2.13% | |
| 43 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.42% | +0.18% | — | |
| 44 | UNP | Union Pacific CORP | Stock-Industrials | 0.38% | — | -3.59% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.38% | — | -1.29% | |
| 46 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.37% | -0.01% | — | |
| 47 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.36% | +0.02% | — | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.35% | -0.02% | — | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.34% | +0.02% | +0.16% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.33% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DUHP | Dimensional US High Profi Et | +0.9% | +398.00% | Add |
| 2 | DIHP | Dimensional International Hi | +0.7% | +340.68% | Add |
| 3 | AVDV | Avantis Intl S/c Value ETF | +0.4% | +2.73% | Add |
| 4 | VGIT | Vanguard Intermediate-term T | +0.3% | +6.33% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | -1.35% | Trim |
| 6 | GOOG | Alphabet Inc-cl C | +0.3% | -0.40% | Trim |
| 7 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 8 | DFEM | Dimensional Emrg Mrkt Core | +0.1% | +2.08% | Add |
| 9 | AA | Alcoa CORP | +0.1% | — | Unchanged |
| 10 | AAPL | Apple Inc | +0.1% | -0.40% | Trim |
| 11 | RTX | Rtx CORP | +0.1% | -0.52% | Trim |
| 12 | TMO | Thermo Fisher Scientific Inc | +0.1% | -3.59% | Trim |
| 13 | CRM | Salesforce Inc | 0% | — | Unchanged |
| 14 | EXPE | Expedia Group Inc | 0% | — | Unchanged |
| 15 | DISV | Dimensional International Sm | 0% | -0.74% | Trim |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +7.12% | Add |
| 17 | CB | Chubb Limited | 0% | -0.33% | Trim |
| 18 | MRK | Merck & Co. Inc. | 0% | -3.20% | Trim |
| 19 | DHR | Danaher CORP | 0% | — | Unchanged |
| 20 | AMZN | Amazon.com Inc | 0% | -0.03% | Trim |
| 21 | WMT | Walmart Inc | 0% | — | Unchanged |
| 22 | ISRG | Intuitive Surgical Inc | 0% | -0.46% | Trim |
| 23 | UAL | United Airlines Holdings Inc | 0% | — | Unchanged |
| 24 | XOM | Exxon Mobil CORP | 0% | -0.03% | Trim |
| 25 | H | Hyatt Hotels CORP - Cl A | 0% | — | Unchanged |
| 26 | DFAE | Dimensional Emerging Core Eq | — | — | Unchanged |
| 27 | DFSV | Dimensional US Small Cap Val | — | +0.30% | Add |
| 28 | TEL | TE Connectivity plc | — | — | Unchanged |
| 29 | DFLV | Dim US Large Cap Value ETF | — | -0.44% | Trim |
| 30 | EFA | Ishares Msci Eafe ETF | — | — | Unchanged |
| 31 | PNC | Pnc Financial Services Group | — | — | Unchanged |
| 32 | CFFN | Capitol Federal Financial In | — | — | Unchanged |
| 33 | IWD | Ishares Russell 1000 Value E | — | — | Unchanged |
| 34 | KEY | Keycorp | — | — | Unchanged |
| 35 | VOO | Vanguard S&p 500 ETF | — | +0.16% | Add |
| 36 | FTV | Fortive CORP | — | -5.92% | Trim |
| 37 | CCL1EUR | Carnival CORP LTD | — | — | Unchanged |
| 38 | GEV | GE Vernova Inc | — | — | Unchanged |
| 39 | IVV | Ishares Core S&p 500 ETF | — | — | Unchanged |
| 40 | GE | General Electric | — | — | Unchanged |
| 41 | IQDG | Wisdomtree Intl Qlty Dvd Grw | — | — | Unchanged |
| 42 | SCHG | Schwab US Large-cap Growth | — | — | Unchanged |
| 43 | DFAU | Dimensional US Core Equity M | — | — | Unchanged |
| 44 | KKR | Kkr & Co Inc | — | — | Unchanged |
| 45 | BKNG | Booking Holdings Inc | — | — | Unchanged |
| 46 | BP | Bp Plc-spons Adr | — | — | Unchanged |
| 47 | MDT | Medtronic plc | — | -1.46% | Trim |
| 48 | LLY | Eli Lilly & Co | — | -29.07% | Trim |
| 49 | CA MODGEN 5 09-01-2027Bond | Modesto Spl Tax-ref | — | — | Unchanged |
| 50 | NY HMVDEV 5 10-01-2027Bond | Hempstead Dev-ref | — | — | Unchanged |
According to official SEC Form 13F filings, Emprise Bank reported a total U.S. public equity portfolio value of $261.6M across 107 disclosed positions in Q4 2025.
During Q4 2025, Emprise Bank's top holdings by market value included VGIT (13.8%)、AVDV (10.4%)、VTIP (7.2%). The largest single position, VGIT, represented 13.8% 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.
Top New Position Initiated
VXUS
市值: $239.0K
Top Position Liquidated / Trimmed
DFAC
前期市值: $692.7K
In Q4 2025, Emprise Bank made 68 total portfolio adjustments, initiating 4 new buys, adding to 12 positions, trimming 44 holdings, and fully liquidating 8 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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