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CIK: 0001125727
Total reported value
$1.9B
$1.9B
169 檔
35.7%
At the close of Q2 2024, First Interstate Bank disclosed equity holdings valued at approximately $1.9B, spread across 169 reported holdings.
During Q2 2024, First Interstate Bank's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VCIT, FIBK) accounted for 35.7% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.14% | +0.77% | -2.78% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 9.74% | +0.22% | +3.60% | |
| 3 | FIBK | First Interstate Bancsys-a | Stock-Other | 9.01% | +0.54% | -0.74% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-Other | 8.78% | -0.09% | -1.31% | |
| 5 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 5.81% | -0.01% | +3.96% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.48% | +0.41% | +0.13% | |
| 7 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 3.49% | -0.01% | +96.68% | |
| 8 | PFF | Ishares Preferred & Income S | ETF-Other | 3.44% | -0.08% | +1.80% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.41% | +0.33% | -2.56% | |
| 10 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 3.33% | -2.66% | +103.93% | |
| 11 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 2.77% | -0.05% | +11.62% | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 2.17% | +0.53% | +12.91% | |
| 13 | PAVE | Global X US Infrastructure | ETF-Other | 1.85% | +0.14% | +15.37% | |
| 14 | XLV | Ss Health Care Select Sector | ETF-Other | 1.43% | -0.02% | -5.36% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.42% | -0.06% | -1.32% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.32% | +0.05% | -0.32% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.25% | +0.02% | -3.07% | |
| 18 | XLE | Ss Energy Select Sector | ETF-Other | 0.95% | -0.14% | -2.93% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.83% | +0.15% | -3.47% | |
| 20 | XLI | Ss Industrial Select Sector | ETF-Other | 0.82% | +0.19% | -4.27% | |
| 21 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.75% | -0.08% | +0.35% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | -0.02% | -1.91% | |
| 23 | XLF | Ss Financial Select Sector | ETF-Other | 0.63% | — | -4.09% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.58% | +0.02% | -1.78% | |
| 25 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.58% | -0.04% | -1.66% | |
| 26 | XSD | Ss Spdr S&p Semiconductor | ETF-Other | 0.56% | +0.34% | -1.89% | |
| 27 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.50% | +0.39% | -1.59% | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 0.49% | +0.21% | -1.68% | |
| 29 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.49% | -0.01% | -0.49% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.48% | -0.07% | -3.72% | |
| 31 | XLB | Ss Materials Select Sector | ETF-Other | 0.47% | -0.02% | -2.99% | |
| 32 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.47% | -0.02% | -0.78% | |
| 33 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.46% | -0.05% | -0.40% | |
| 34 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.44% | — | +1.70% | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.43% | +0.01% | -4.81% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.41% | -0.05% | -1.93% | |
| 37 | AXP | American Express Co | Stock-Financials | 0.41% | +0.02% | -2.50% | |
| 38 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.39% | -0.03% | -0.06% | |
| 39 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.38% | +0.01% | — | |
| 40 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.37% | +0.01% | -1.40% | |
| 41 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.34% | +0.02% | -2.80% | |
| 42 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.31% | -0.17% | -4.57% | |
| 43 | BX | Blackstone Inc | Stock-Financials | 0.30% | -0.21% | +3.37% | |
| 44 | UNP | Union Pacific CORP | Stock-Industrials | 0.30% | +0.01% | -2.17% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.30% | -0.07% | -2.33% | |
| 46 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.30% | — | -0.40% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.29% | -0.03% | -2.93% | |
| 48 | CRM | Salesforce Inc | Stock-Tech | 0.29% | -0.05% | -0.89% | |
| 49 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.27% | — | -1.93% | |
| 50 | QCOM | Qualcomm Inc | Stock-Tech | 0.26% | +0.01% | -1.41% |
According to official SEC Form 13F filings, First Interstate Bank reported a total U.S. public equity portfolio value of $1.9B across 169 disclosed positions in Q2 2024.
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During Q2 2024, First Interstate Bank's top holdings by market value included IVV (12.1%)、VCIT (9.7%)、FIBK (9.0%). The largest single position, IVV, represented 12.1% of total portfolio value.
In Q2 2024, First Interstate Bank made 0 total portfolio adjustments, initiating 0 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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