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CIK: 0001085041
Total reported value
$327.7M
$327.7M
128 檔
16.1%
According to the latest 13F quarterly dataset, First National Bank Sioux Falls managed an equity portfolio of $327.7M at the end of Q1 2024, spanning 128 distinct U.S. exchange-listed positions.
During Q1 2024, First National Bank Sioux Falls's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.55% | -0.73% | +10.17% | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 5.82% | -2.04% | +19.01% | |
| 3 | AVDE | Avantis International Equity | ETF-Other | 5.79% | -1.37% | +11.56% | |
| 4 | DFAX | Dimensional World Ex US Core | ETF-Other | 4.35% | +0.41% | — | |
| 5 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 4.24% | -1.16% | +21.35% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.40% | -1.27% | +9.80% | |
| 7 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.02% | +0.44% | — | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.78% | -0.29% | +20.46% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.59% | +0.50% | -0.32% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 2.59% | -1.11% | +11.59% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.28% | -0.46% | +6.93% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.12% | +0.61% | +13.93% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.97% | -0.91% | +22.35% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.96% | +0.28% | — | |
| 15 | APO | Apollo Global Management Inc | Stock-Financials | 1.76% | +0.06% | +1.40% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.69% | +0.31% | — | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.58% | -1.28% | -0.38% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.45% | +0.28% | — | |
| 19 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.32% | -0.29% | +15.17% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.28% | +0.10% | — | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.28% | +0.20% | -0.07% | |
| 22 | BX | Blackstone Inc | Stock-Financials | 1.20% | -0.02% | — | |
| 23 | CAT | Caterpillar Inc | Stock-Industrials | 1.19% | +0.21% | — | |
| 24 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.95% | +0.17% | — | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.94% | +0.12% | -0.12% | |
| 26 | ORCL | Oracle CORP | Stock-Tech | 0.88% | -0.09% | — | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.86% | +0.08% | — | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.84% | +0.10% | +2.52% | |
| 29 | CSX | Csx CORP | Stock-Industrials | 0.82% | +0.10% | — | |
| 30 | ✓ | Minnehaha Banshares Inc-Common | Stock-Other | 0.80% | — | +2.50% | |
| 31 | KKR | Kkr & Co Inc | Stock-Financials | 0.76% | — | -0.99% | |
| 32 | MUB | Ishares National Muni Bond E | ETF-Other | 0.74% | +0.02% | — | |
| 33 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.70% | +0.02% | — | |
| 34 | UNP | Union Pacific CORP | Stock-Industrials | 0.68% | +0.07% | — | |
| 35 | BAC | Bank Of America CORP | Stock-Financials | 0.68% | +0.05% | -0.14% | |
| 36 | BHK | Blackrock Core Bond Trust | Stock-Other | 0.65% | — | — | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.65% | +0.06% | -0.09% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.61% | +0.14% | -1.61% | |
| 39 | DBA | Invesco Db Agriculture Fund | ETF-Other | 0.61% | — | — | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.56% | +0.01% | +1.71% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.55% | EXIT | |
| 42 | BBN | Blackrock Taxable Muni Bnd | Stock-Other | 0.55% | — | +5.76% | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.55% | +0.03% | +2.54% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.53% | +0.06% | — | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | +0.11% | — | |
| 46 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.52% | +0.03% | — | |
| 47 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.47% | +0.05% | — | |
| 48 | WFC | Wells Fargo & Co | Stock-Financials | 0.45% | +0.24% | -10.34% | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.44% | +0.04% | — | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | +0.32% | -3.47% |
According to official SEC Form 13F filings, First National Bank Sioux Falls reported a total U.S. public equity portfolio value of $327.7M across 128 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, IDEV, AVDE) accounted for 16.1% of total reported equity market value during Q1 2024.
During Q1 2024, First National Bank Sioux Falls's top holdings by market value included VOO (8.6%)、IDEV (5.8%)、AVDE (5.8%). The largest single position, VOO, represented 8.6% of total portfolio value.
In Q1 2024, First National Bank Sioux Falls 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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