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CIK: 0001125727
Total reported value
$1.9B
$1.9B
187 檔
35.2%
As reported in its official Q3 2024 Form 13F filing, First Interstate Bank's tracked investment portfolio stood at $1.9B with 187 total positions.
During Q3 2024, First Interstate Bank performed routine portfolio adjustments (3 new buys, 19 additions, 28 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.64% | +0.77% | -0.57% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 9.40% | +0.22% | +0.71% | |
| 3 | FIBK | First Interstate Bancsys-a | Stock-Other | 9.09% | +0.54% | -0.16% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.46% | +0.41% | +2.20% | |
| 5 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 5.40% | -0.01% | +1.98% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 5.02% | -0.09% | -39.81% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.60% | +0.33% | +34.58% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.13% | -0.10% | +2324.64% | |
| 9 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 3.39% | -0.01% | +1.46% | |
| 10 | PFF | Ishares Preferred & Income S | ETF-Other | 3.33% | -0.08% | +0.62% | |
| 11 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 3.25% | -2.66% | +1.71% | |
| 12 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 2.95% | -0.05% | +11.82% | |
| 13 | PAVE | Global X US Infrastructure | ETF-Other | 2.77% | +0.14% | +47.60% | |
| 14 | XLK | Ss Technology Select Sector | ETF-Tech | 1.92% | +0.53% | -3.12% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-Other | 1.35% | -0.02% | -2.81% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.27% | +0.02% | -0.27% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.22% | -0.06% | -2.41% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.15% | +0.05% | -1.22% | |
| 19 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.97% | -0.08% | +33.87% | |
| 20 | XLE | Ss Energy Select Sector | ETF-Other | 0.83% | -0.14% | -0.46% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.68% | +0.15% | -0.82% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | -0.02% | -0.25% | |
| 23 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.65% | -0.04% | +0.54% | |
| 24 | XLF | Ss Financial Select Sector | ETF-Other | 0.58% | — | -8.70% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.54% | +0.02% | -1.19% | |
| 26 | XLI | Ss Industrial Select Sector | ETF-Other | 0.54% | +0.19% | -34.77% | |
| 27 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.52% | -0.01% | -0.28% | |
| 28 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.51% | -0.05% | +1.78% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.51% | -0.07% | -2.56% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.50% | +0.21% | -0.55% | |
| 31 | XSD | Ss Spdr S&p Semiconductor | ETF-Other | 0.47% | +0.34% | -5.76% | |
| 32 | XLB | Ss Materials Select Sector | ETF-Other | 0.46% | -0.02% | -1.63% | |
| 33 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.46% | +0.39% | -0.81% | |
| 34 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.46% | -0.02% | -0.80% | |
| 35 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.44% | — | -0.13% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.44% | +0.01% | -2.69% | |
| 37 | AXP | American Express Co | Stock-Financials | 0.42% | +0.02% | -2.83% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.40% | -0.05% | +2.04% | |
| 39 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.36% | +0.01% | +11.81% | |
| 40 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.35% | +0.01% | -1.09% | |
| 41 | BX | Blackstone Inc | Stock-Financials | 0.35% | -0.21% | +1.02% | |
| 42 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.34% | +0.02% | -2.10% | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.34% | -0.03% | -2.78% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.32% | -0.07% | -2.54% | |
| 45 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.32% | -0.17% | -1.11% | |
| 46 | UNP | Union Pacific CORP | Stock-Industrials | 0.29% | +0.01% | -2.51% | |
| 47 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.29% | — | +0.39% | |
| 48 | CRM | Salesforce Inc | Stock-Tech | 0.28% | -0.05% | -1.66% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.27% | -0.03% | -1.95% | |
| 50 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.24% | — | +2.46% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | +4% | +2324.64% | Add |
| 2 | IJR | Ishares Core S&p Small-cap E | +1.2% | +34.58% | Add |
| 3 | PAVE | Global X US Infrastructure | +0.9% | +47.60% | Add |
| 4 | XLC | Ss Comm Select Sector Spdr | +0.2% | +33.87% | Add |
| 5 | VMBS | Vanguard Mortgage-backed Sec | +0.2% | +11.82% | Add |
| 6 | AVGO | Broadcom Inc | +0.1% | NEW | New buy |
| 7 | HD | Home Depot Inc | +0.1% | +74.18% | Add |
| 8 | VOO | Vanguard S&p 500 ETF | +0.1% | +71.85% | Add |
| 9 | FIBK | First Interstate Bancsys-a | +0.1% | -0.16% | Trim |
| 10 | LOW | Lowe's Cos Inc | +0.1% | +0.54% | Add |
| 11 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +1.78% | Add |
| 12 | BX | Blackstone Inc | +0.1% | +1.02% | Add |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | NEW | New buy |
| 14 | APH | Amphenol Corp-cl A | 0% | NEW | New buy |
| 15 | XLRE | Ss Real Estate Select Sector | 0% | -0.28% | Trim |
| 16 | WMT | Walmart Inc | 0% | -2.56% | Trim |
| 17 | KO | Coca-cola Co/the | 0% | +130.53% | Add |
| 18 | TMO | Thermo Fisher Scientific Inc | 0% | +27.07% | Add |
| 19 | AAPL | Apple Inc | 0% | -0.27% | Trim |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.25% | Trim |
| 21 | MCD | Mcdonald's CORP | 0% | -2.54% | Trim |
| 22 | NKE | Nike Inc -cl B | 0% | +0.39% | Add |
| 23 | MAS | Masco CORP | 0% | -1.86% | Trim |
| 24 | BMY | Bristol-myers Squibb Co | 0% | -1.55% | Trim |
| 25 | AXP | American Express Co | 0% | -2.83% | Trim |
| 26 | CSCO | Cisco Systems Inc | 0% | -0.55% | Trim |
| 27 | UNH | Unitedhealth Group Inc | 0% | -2.69% | Trim |
| 28 | MDLZ | Mondelez International Inc-a | 0% | -1.11% | Trim |
| 29 | XLY | Ss Consumer Disc Select Sect | — | -0.13% | Trim |
| 30 | XLP | Ss Consumer Staples Sel Sect | 0% | -0.80% | Trim |
| 31 | XLB | Ss Materials Select Sector | 0% | -1.63% | Trim |
| 32 | IJH | Ishares Core S&p Midcap ETF | 0% | +2.20% | Add |
| 33 | EFA | Ishares Msci Eafe ETF | -0.1% | -22.07% | Trim |
| 34 | QCOM | Qualcomm Inc | -0.1% | -0.77% | Trim |
| 35 | IBDY | Ishares Ibonds Dec 2033 CORP | -0.1% | +1.71% | Add |
| 36 | XLV | Ss Health Care Select Sector | -0.1% | -2.81% | Trim |
| 37 | XSD | Ss Spdr S&p Semiconductor | -0.1% | -5.76% | Trim |
| 38 | IBDX | Ishares Ibonds Dec 2032 Tc | -0.1% | +1.46% | Add |
| 39 | PFF | Ishares Preferred & Income S | -0.1% | +0.62% | Add |
| 40 | XLE | Ss Energy Select Sector | -0.1% | -0.46% | Trim |
| 41 | GOOGL | Alphabet Inc-cl A | -0.2% | -0.82% | Trim |
| 42 | IEUR | Ishares Core Msci Europe ETF | -0.2% | -71.95% | Trim |
| 43 | AMZN | Amazon.com Inc | -0.2% | -1.22% | Trim |
| 44 | MSFT | Microsoft CORP | -0.2% | -2.41% | Trim |
| 45 | XLK | Ss Technology Select Sector | -0.3% | -3.12% | Trim |
| 46 | XLI | Ss Industrial Select Sector | -0.3% | -34.77% | Trim |
| 47 | VCIT | Vanguard Int-term Corporate | -0.3% | +0.71% | Add |
| 48 | HEFA | Isha Curr Hedged Msci Eafe | -0.4% | +1.98% | Add |
| 49 | IVV | Ishares Core S&p 500 ETF | -0.5% | -0.57% | Trim |
| 50 | VGIT | Vanguard Intermediate-term T | -3.8% | -39.81% | Trim |
According to official SEC Form 13F filings, First Interstate Bank reported a total U.S. public equity portfolio value of $1.9B across 187 disclosed positions in Q3 2024.
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 IVV, VCIT, FIBK) accounted for 35.2% of total reported equity market value during Q3 2024.
Top New Position Initiated
AVGO
市值: $1.8M
Top Position Liquidated / Trimmed
IVV
前期市值: $182.8M
During Q3 2024, First Interstate Bank's top holdings by market value included IVV (11.6%)、VCIT (9.4%)、FIBK (9.1%). The largest single position, IVV, represented 11.6% of total portfolio value.
In Q3 2024, First Interstate Bank made 50 total portfolio adjustments, initiating 3 new buys, adding to 19 positions, trimming 28 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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