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CIK: 0001125727
Total reported value
$1.9B
$1.9B
201 檔
35.3%
According to the latest 13F quarterly dataset, First Interstate Bank managed an equity portfolio of $1.9B at the end of Q3 2025, spanning 201 distinct U.S. exchange-listed positions.
First Interstate Bank executed strategic sector rebalancing during Q3 2025, establishing 9 new positions while fully exiting 1 holdings and trimming 27 positions.
Showing top 200 holdings (of 201 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 8.26% | +0.22% | +1.99% | |
| 2 | FIBK | First Interstate Bancsys-a | Stock-Other | 8.26% | +0.54% | -4.67% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 7.84% | -0.10% | -0.29% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.44% | +0.77% | -0.24% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-Other | 5.56% | -0.09% | +2.15% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.40% | +0.41% | +0.14% | |
| 7 | PFF | Ishares Preferred & Income S | ETF-Other | 5.01% | -0.08% | +0.24% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.39% | +0.33% | +0.68% | |
| 9 | GUNR | Flexshares Global Upstream N | ETF-Other | 3.53% | -0.81% | +2.68% | |
| 10 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 3.29% | -0.05% | +2.06% | |
| 11 | PAVE | Global X US Infrastructure | ETF-Other | 3.15% | +0.14% | +0.26% | |
| 12 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 3.14% | -0.01% | -1.30% | |
| 13 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 2.84% | -0.01% | +1.23% | |
| 14 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 2.74% | -2.66% | +1.33% | |
| 15 | XLK | Ss Technology Select Sector | ETF-Tech | 2.01% | +0.53% | -1.84% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.22% | -0.06% | -0.56% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.16% | +0.02% | +0.45% | |
| 18 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.96% | -0.08% | -2.06% | |
| 19 | XLV | Ss Health Care Select Sector | ETF-Other | 0.92% | -0.02% | -1.81% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | +0.05% | -0.46% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.83% | +0.15% | -2.12% | |
| 22 | XLI | Ss Industrial Select Sector | ETF-Other | 0.83% | +0.19% | +14.29% | |
| 23 | XLF | Ss Financial Select Sector | ETF-Other | 0.74% | — | -1.37% | |
| 24 | XLE | Ss Energy Select Sector | ETF-Other | 0.70% | -0.14% | -1.34% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | -0.02% | +19.50% | |
| 26 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.56% | +0.39% | -1.64% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | +0.02% | -1.82% | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 0.53% | +0.21% | -1.10% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.53% | -0.07% | -1.52% | |
| 30 | XSD | Ss Spdr S&p Semiconductor | ETF-Other | 0.51% | +0.34% | -1.30% | |
| 31 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.44% | -0.05% | -1.57% | |
| 32 | AXP | American Express Co | Stock-Financials | 0.41% | +0.02% | -2.54% | |
| 33 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.40% | -0.01% | -1.71% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.40% | -0.07% | -2.12% | |
| 35 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.38% | +0.01% | -1.22% | |
| 36 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.38% | -0.02% | -2.11% | |
| 37 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.37% | — | -2.10% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.35% | -0.05% | +0.04% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.35% | +0.02% | -7.90% | |
| 40 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.35% | -0.03% | +0.14% | |
| 41 | XLB | Ss Materials Select Sector | ETF-Other | 0.34% | -0.02% | -1.30% | |
| 42 | ABT | Abbott Laboratories | Stock-Healthcare | 0.34% | -0.06% | +84.89% | |
| 43 | BX | Blackstone Inc | Stock-Financials | 0.33% | -0.21% | -1.11% | |
| 44 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.32% | -0.01% | +10.18% | |
| 45 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.31% | -0.04% | -36.68% | |
| 46 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 0.30% | -0.01% | -2.69% | |
| 47 | HON | Honeywell International Inc | Stock-Industrials | 0.30% | -0.31% | EXIT | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.30% | -0.01% | +1.42% | |
| 49 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.28% | +0.01% | -2.67% | |
| 50 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.28% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GUNR | Flexshares Global Upstream N | +1.7% | +2.68% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.5% | -0.24% | Trim |
| 3 | PAVE | Global X US Infrastructure | +0.4% | +0.26% | Trim |
| 4 | XLK | Ss Technology Select Sector | +0.4% | -1.84% | Trim |
| 5 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +0.14% | Add |
| 6 | MSFT | Microsoft CORP | +0.3% | -0.56% | Trim |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | -2.12% | Trim |
| 8 | IJR | Ishares Core S&p Small-cap E | +0.2% | +0.68% | Add |
| 9 | XLI | Ss Industrial Select Sector | +0.2% | +14.29% | Add |
| 10 | XSD | Ss Spdr S&p Semiconductor | +0.2% | -1.30% | Trim |
| 11 | ABT | Abbott Laboratories | +0.1% | +84.89% | Add |
| 12 | NVDA | Nvidia CORP | +0.1% | -7.90% | Trim |
| 13 | SOXX | Ishares Semiconductor ETF | +0.1% | -1.22% | Trim |
| 14 | ORCL | Oracle CORP | +0.1% | -1.12% | Trim |
| 15 | AVGO | Broadcom Inc | +0.1% | — | Trim |
| 16 | PSX | Phillips 66 | +0.1% | +619.20% | Add |
| 17 | XLC | Ss Comm Select Sector Spdr | +0.1% | -2.06% | Trim |
| 18 | AAPL | Apple Inc | +0.1% | +0.45% | Trim |
| 19 | AMZN | Amazon.com Inc | +0.1% | -0.46% | Add |
| 20 | C | Citigroup Inc | +0.1% | -1.59% | Trim |
| 21 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +330.24% | Add |
| 22 | CAT | Caterpillar Inc | +0.1% | +218.75% | Add |
| 23 | META | Meta Platforms Inc-class A | +0.1% | +1.42% | Add |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +1.31% | Add |
| 25 | PANW | Palo Alto Networks Inc | 0% | -1.64% | Trim |
| 26 | AXP | American Express Co | 0% | -2.54% | Trim |
| 27 | WMT | Walmart Inc | 0% | -1.52% | Trim |
| 28 | BX | Blackstone Inc | 0% | -1.11% | Trim |
| 29 | VMBS | Vanguard Mortgage-backed Sec | -0.1% | +2.06% | Add |
| 30 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | -13.24% | Trim |
| 31 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -79.49% | Trim |
| 32 | UNH | Unitedhealth Group Inc | -0.1% | -0.37% | Trim |
| 33 | PEP | Pepsico Inc | -0.2% | -63.89% | Trim |
| 34 | XLV | Ss Health Care Select Sector | -0.2% | -1.81% | Trim |
| 35 | LOW | Lowe's Cos Inc | -0.2% | -36.68% | Trim |
| 36 | VGIT | Vanguard Intermediate-term T | -0.2% | +2.15% | Add |
| 37 | FIBK | First Interstate Bancsys-a | -0.4% | -4.67% | Trim |
| 38 | PFF | Ishares Preferred & Income S | -0.5% | +0.24% | Trim |
| 39 | VCIT | Vanguard Int-term Corporate | -1.6% | +1.99% | Trim |
| 40 | HEFA | Isha Curr Hedged Msci Eafe | -2.3% | -1.30% | Trim |
| 41 | IEF | Ishares 7-10 Year Treasury B | — | NEW | New buy |
| 42 | GSEW | Goldman Sachs Eql Wght Large | — | NEW | New buy |
| 43 | MPC | Marathon Petroleum CORP | — | NEW | New buy |
| 44 | KKR | Kkr & Co Inc | — | NEW | New buy |
| 45 | MAS | Masco CORP | — | EXIT | Sold out |
| 46 | PFFD | Global X US Preferred ETF | — | NEW | New buy |
| 47 | ITOT | Ishares Core S&p Total U.s. | — | NEW | New buy |
| 48 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 49 | GE | General Electric | — | NEW | New buy |
| 50 | BAC | Bank Of America CORP | — | NEW | New buy |
According to official SEC Form 13F filings, First Interstate Bank reported a total U.S. public equity portfolio value of $1.9B across 201 disclosed positions in Q3 2025.
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 VCIT, FIBK, RSP) accounted for 35.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
IEF
市值: $5.8M
Top Position Liquidated / Trimmed
MAS
前期市值: $2.6M
During Q3 2025, First Interstate Bank's top holdings by market value included VCIT (8.3%)、FIBK (8.3%)、RSP (7.8%). The largest single position, VCIT, represented 8.3% of total portfolio value.
In Q3 2025, First Interstate Bank made 50 total portfolio adjustments, initiating 9 new buys, adding to 13 positions, trimming 27 holdings, and fully liquidating 1 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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