13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001085041
Total reported value
$365.5M
$365.5M
126 檔
16.0%
At the close of Q2 2024, First National Bank Sioux Falls disclosed equity holdings valued at approximately $365.5M, spread across 126 reported holdings.
During Q2 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 | 9.70% | — | +14.68% | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 6.04% | — | +11.67% | |
| 3 | AVDE | Avantis International Equity | ETF-Other | 5.97% | — | +11.21% | |
| 4 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 4.43% | — | +12.45% | |
| 5 | DFAX | Dimensional World Ex US Core | ETF-Other | 4.12% | — | -0.16% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.66% | — | +17.15% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 3.07% | — | +26.36% | |
| 8 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.74% | — | -0.59% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.72% | — | +15.32% | |
| 10 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.70% | — | +6.48% | |
| 11 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.48% | — | +37.10% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.48% | — | — | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.40% | — | +0.77% | |
| 14 | APO | Apollo Global Management Inc | Stock-Financials | 1.76% | — | — | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.75% | — | — | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.67% | — | — | |
| 17 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.64% | — | +32.10% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.47% | — | +0.38% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.36% | — | -6.58% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.34% | — | — | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.31% | — | — | |
| 22 | BX | Blackstone Inc | Stock-Financials | 1.07% | — | — | |
| 23 | CAT | Caterpillar Inc | Stock-Industrials | 1.03% | — | — | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.96% | — | -0.39% | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 0.94% | — | — | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.90% | — | — | |
| 27 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.88% | — | — | |
| 28 | ✓ | Minnehaha Banshares Inc-Common | Stock-Other | 0.76% | — | — | |
| 29 | KKR | Kkr & Co Inc | Stock-Financials | 0.76% | — | — | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.74% | — | — | |
| 31 | CSX | Csx CORP | Stock-Industrials | 0.70% | — | — | |
| 32 | MUB | Ishares National Muni Bond E | ETF-Other | 0.69% | — | — | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.67% | — | — | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.67% | — | — | |
| 35 | UNP | Union Pacific CORP | Stock-Industrials | 0.59% | — | — | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.59% | — | — | |
| 37 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.57% | — | — | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.54% | — | — | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | — | -0.02% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.52% | — | — | |
| 41 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.51% | — | — | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.51% | — | +122.91% | |
| 43 | BHK | Blackrock Core Bond Trust | Stock-Other | 0.50% | — | -18.89% | |
| 44 | BBN | Blackrock Taxable Muni Bnd | Stock-Other | 0.50% | — | -5.45% | |
| 45 | WFC | Wells Fargo & Co | Stock-Financials | 0.44% | — | — | |
| 46 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.43% | — | — | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.43% | — | — | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.42% | — | — | |
| 49 | UBER | Uber Technologies Inc | Stock-Industrials | 0.42% | — | +28.65% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.41% | — | -21.62% |
According to official SEC Form 13F filings, First National Bank Sioux Falls reported a total U.S. public equity portfolio value of $365.5M across 126 disclosed positions in Q2 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 VOO, IDEV, AVDE) accounted for 16.0% of total reported equity market value during Q2 2024.
During Q2 2024, First National Bank Sioux Falls's top holdings by market value included VOO (9.7%)、IDEV (6.0%)、AVDE (6.0%). The largest single position, VOO, represented 9.7% of total portfolio value.
In Q2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.