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CIK: 0001125727
Total reported value
$1.9B
$1.9B
179 檔
34.6%
According to the latest 13F quarterly dataset, First Interstate Bank managed an equity portfolio of $1.9B at the end of Q4 2024, spanning 179 distinct U.S. exchange-listed positions.
In Q4 2024, First Interstate Bank adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.46% | +0.77% | -3.16% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 9.13% | +0.22% | +1.68% | |
| 3 | FIBK | First Interstate Bancsys-a | Stock-Other | 8.71% | +0.54% | -9.23% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.54% | +0.41% | +1.87% | |
| 5 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 5.29% | -0.01% | +0.15% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 4.57% | -0.09% | -4.80% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.56% | +0.33% | +1.06% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.17% | -0.10% | +3.50% | |
| 9 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 3.27% | -0.01% | +1.31% | |
| 10 | PFF | Ishares Preferred & Income S | ETF-Other | 3.19% | -0.08% | +1.39% | |
| 11 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 3.13% | -2.66% | +1.71% | |
| 12 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 3.04% | -0.05% | +7.81% | |
| 13 | PAVE | Global X US Infrastructure | ETF-Other | 2.86% | +0.14% | +5.37% | |
| 14 | XLK | Ss Technology Select Sector | ETF-Tech | 1.98% | +0.53% | +0.47% | |
| 15 | GUNR | Flexshares Global Upstream N | ETF-Other | 1.56% | -0.81% | — | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.32% | +0.02% | -2.44% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-Other | 1.15% | -0.02% | -4.07% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.14% | -0.06% | -3.87% | |
| 19 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.00% | -0.08% | -3.05% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.98% | +0.05% | -27.39% | |
| 21 | XLF | Ss Financial Select Sector | ETF-Other | 0.82% | — | +34.10% | |
| 22 | XLE | Ss Energy Select Sector | ETF-Other | 0.80% | -0.14% | -0.84% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.77% | +0.15% | -1.63% | |
| 24 | XLI | Ss Industrial Select Sector | ETF-Other | 0.66% | +0.19% | +26.04% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | -0.02% | -2.96% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.60% | +0.02% | -2.11% | |
| 27 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.58% | -0.04% | -1.75% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.56% | -0.07% | -0.98% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.55% | -0.01% | +237.09% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.54% | +0.21% | -2.52% | |
| 31 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.49% | — | -0.55% | |
| 32 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.48% | +0.39% | +96.72% | |
| 33 | XSD | Ss Spdr S&p Semiconductor | ETF-Other | 0.48% | +0.34% | -1.05% | |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.46% | -0.05% | -2.18% | |
| 35 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.45% | -0.01% | -2.68% | |
| 36 | AXP | American Express Co | Stock-Financials | 0.45% | +0.02% | -2.56% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.44% | -0.07% | +47.28% | |
| 38 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.43% | -0.02% | -0.62% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.40% | -0.05% | -2.25% | |
| 40 | XLB | Ss Materials Select Sector | ETF-Other | 0.40% | -0.02% | -2.07% | |
| 41 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.39% | -0.03% | -0.41% | |
| 42 | BX | Blackstone Inc | Stock-Financials | 0.38% | -0.21% | -1.92% | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.37% | +0.01% | -2.58% | |
| 44 | HON | Honeywell International Inc | Stock-Industrials | 0.36% | -0.31% | EXIT | |
| 45 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.35% | +0.01% | +2.04% | |
| 46 | CRM | Salesforce Inc | Stock-Tech | 0.33% | -0.05% | -1.39% | |
| 47 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.32% | +0.01% | -1.10% | |
| 48 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 0.31% | +0.02% | — | |
| 49 | UNP | Union Pacific CORP | Stock-Industrials | 0.27% | +0.01% | -1.30% | |
| 50 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.25% | -0.17% | -1.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GUNR | Flexshares Global Upstream N | +1.6% | NEW | New buy |
| 2 | AGG | Ishares Core U.s. Aggregate | +0.4% | +237.09% | Add |
| 3 | KRE | Ss Spdr S&p Regional Bank | +0.3% | NEW | New buy |
| 4 | XLF | Ss Financial Select Sector | +0.2% | +34.10% | Add |
| 5 | PFE | Pfizer Inc | +0.2% | +780.36% | Add |
| 6 | HON | Honeywell International Inc | +0.2% | +60.32% | Add |
| 7 | MCD | Mcdonald's CORP | +0.1% | +47.28% | Add |
| 8 | XLI | Ss Industrial Select Sector | +0.1% | +26.04% | Add |
| 9 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | +7.81% | Add |
| 10 | PAVE | Global X US Infrastructure | +0.1% | +5.37% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.63% | Trim |
| 12 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +1.87% | Add |
| 13 | XLK | Ss Technology Select Sector | +0.1% | +0.47% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | -2.11% | Trim |
| 15 | AAPL | Apple Inc | +0.1% | -2.44% | Trim |
| 16 | CRM | Salesforce Inc | +0.1% | -1.39% | Trim |
| 17 | WMT | Walmart Inc | +0.1% | -0.98% | Trim |
| 18 | DIS | Walt Disney Co/the | +0.1% | -0.41% | Trim |
| 19 | XLY | Ss Consumer Disc Select Sect | +0.1% | -0.55% | Trim |
| 20 | RSP | Invesco S&p 500 Equal Weight | 0% | +3.50% | Add |
| 21 | CSCO | Cisco Systems Inc | 0% | -2.52% | Trim |
| 22 | IBDU | Ishares Ibonds Dec 2029 Term | 0% | +284.30% | Add |
| 23 | XLC | Ss Comm Select Sector Spdr | 0% | -3.05% | Trim |
| 24 | BX | Blackstone Inc | 0% | -1.92% | Trim |
| 25 | AVGO | Broadcom Inc | 0% | -0.96% | Trim |
| 26 | IBB | Ishares Biotechnology ETF | 0% | -1.10% | Trim |
| 27 | BLKCHF | Blackrock Inc | 0% | EXIT | Sold out |
| 28 | IVW | Ishares S&p 500 Growth ETF | -0.1% | EXIT | Sold out |
| 29 | IBDP | Ishares Ibonds Dec 2024 Term | -0.1% | EXIT | Sold out |
| 30 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.1% | -2.18% | Trim |
| 31 | XLB | Ss Materials Select Sector | -0.1% | -2.07% | Trim |
| 32 | XLRE | Ss Real Estate Select Sector | -0.1% | -2.68% | Trim |
| 33 | UNH | Unitedhealth Group Inc | -0.1% | -2.58% | Trim |
| 34 | LOW | Lowe's Cos Inc | -0.1% | -1.75% | Trim |
| 35 | MDLZ | Mondelez International Inc-a | -0.1% | -1.67% | Trim |
| 36 | MSFT | Microsoft CORP | -0.1% | -3.87% | Trim |
| 37 | HEFA | Isha Curr Hedged Msci Eafe | -0.1% | +0.15% | Add |
| 38 | IBDY | Ishares Ibonds Dec 2033 CORP | -0.1% | +1.71% | Add |
| 39 | IBDX | Ishares Ibonds Dec 2032 Tc | -0.1% | +1.31% | Add |
| 40 | PFF | Ishares Preferred & Income S | -0.1% | +1.39% | Add |
| 41 | CMCSA | Comcast Corp-class A | -0.2% | -89.85% | Trim |
| 42 | AMZN | Amazon.com Inc | -0.2% | -27.39% | Trim |
| 43 | IVV | Ishares Core S&p 500 ETF | -0.2% | -3.16% | Trim |
| 44 | XLV | Ss Health Care Select Sector | -0.2% | -4.07% | Trim |
| 45 | SCHW | Schwab (charles) CORP | -0.2% | -91.99% | Trim |
| 46 | NKE | Nike Inc -cl B | -0.2% | -79.59% | Trim |
| 47 | VCIT | Vanguard Int-term Corporate | -0.3% | +1.68% | Add |
| 48 | GS | Goldman Sachs Group Inc | -0.3% | -86.83% | Trim |
| 49 | FIBK | First Interstate Bancsys-a | -0.4% | -9.23% | Trim |
| 50 | VGIT | Vanguard Intermediate-term T | -0.5% | -4.80% | Trim |
According to official SEC Form 13F filings, First Interstate Bank reported a total U.S. public equity portfolio value of $1.9B across 179 disclosed positions in Q4 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 34.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
GUNR
市值: $25.7M
Top Position Liquidated / Trimmed
IVW
前期市值: $769.3K
During Q4 2024, First Interstate Bank's top holdings by market value included IVV (11.5%)、VCIT (9.1%)、FIBK (8.7%). The largest single position, IVV, represented 11.5% of total portfolio value.
In Q4 2024, First Interstate Bank made 50 total portfolio adjustments, initiating 2 new buys, adding to 17 positions, trimming 28 holdings, and fully liquidating 3 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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