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CIK: 0001085041
Total reported value
$365.5M
$365.5M
134 檔
24.5%
During the Q2 2025 filing period, First National Bank Sioux Falls (CIK: 0001085041) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $365.5M across 134 reported positions.
In Q2 2025, First National Bank Sioux Falls displayed an active expansion posture, initiating 7 new positions and adding to 19 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.75% | — | -10.11% | |
| 2 | AVDE | Avantis International Equity | ETF-Other | 7.29% | — | +6.78% | |
| 3 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 6.79% | — | +1.35% | |
| 4 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 5.21% | — | +4.96% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.80% | — | +4.26% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.79% | — | +37.13% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 3.48% | — | +4.70% | |
| 8 | DFAX | Dimensional World Ex US Core | ETF-Other | 3.32% | — | — | |
| 9 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.02% | — | -1.09% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.93% | — | +3.23% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.40% | — | +1.65% | |
| 12 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.08% | — | — | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.06% | — | +25.49% | |
| 14 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 2.02% | — | +4.54% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.92% | — | -0.59% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.68% | — | -8.69% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.66% | — | -0.66% | |
| 18 | APO | Apollo Global Management Inc | Stock-Financials | 1.52% | — | +3.70% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.34% | — | — | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.33% | — | -17.84% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.10% | — | -0.14% | |
| 22 | DFAI | Dimensional International Co | ETF-Other | 1.03% | — | +15.14% | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 1.01% | — | -1.39% | |
| 24 | BX | Blackstone Inc | Stock-Financials | 0.90% | — | -1.48% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.88% | — | -0.84% | |
| 26 | CAT | Caterpillar Inc | Stock-Industrials | 0.81% | — | -3.38% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.80% | — | +2.62% | |
| 28 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.78% | — | — | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.74% | — | +6.77% | |
| 30 | KKR | Kkr & Co Inc | Stock-Financials | 0.67% | — | -1.54% | |
| 31 | ✓ | Minnehaha Banshares Inc-Common | Stock-Other | 0.66% | — | — | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.65% | — | -2.86% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.62% | — | — | |
| 34 | UBER | Uber Technologies Inc | Stock-Industrials | 0.59% | — | +16.18% | |
| 35 | AVMV | Avantis US Mid Cap Val ETF | ETF-Other | 0.55% | — | +17.20% | |
| 36 | VUG | Vanguard Growth ETF | ETF-Other | 0.55% | — | — | |
| 37 | MTBA | Simplify Mbs ETF | ETF-Other | 0.54% | — | +56.27% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.52% | — | -4.89% | |
| 39 | BAC | Bank Of America CORP | Stock-Financials | 0.51% | — | -9.64% | |
| 40 | CSX | Csx CORP | Stock-Industrials | 0.48% | — | — | |
| 41 | MUB | Ishares National Muni Bond E | ETF-Other | 0.48% | — | — | |
| 42 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.46% | — | — | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.46% | — | -0.63% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.44% | — | — | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.43% | — | +0.17% | |
| 46 | UNP | Union Pacific CORP | Stock-Industrials | 0.42% | — | -1.94% | |
| 47 | WFC | Wells Fargo & Co | Stock-Financials | 0.42% | — | +0.21% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.39% | — | -11.63% | |
| 49 | WST | West Pharmaceutical Services | Stock-Healthcare | 0.38% | — | +121.41% | |
| 50 | PM | Philip Morris International | Stock-Consumer Staples | 0.36% | — | +0.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | +0.9% | +37.13% | Add |
| 2 | AVDE | Avantis International Equity | +0.6% | +6.78% | Add |
| 3 | AMZN | Amazon.com Inc | +0.5% | +25.49% | Add |
| 4 | DHR | Danaher CORP | +0.3% | NEW | New buy |
| 5 | ORCL | Oracle CORP | +0.3% | -1.39% | Trim |
| 6 | ASML | ASML Holding N.V. | +0.3% | NEW | New buy |
| 7 | SCHG | Schwab US Large-cap Growth | +0.3% | +3.23% | Add |
| 8 | WST | West Pharmaceutical Services | +0.2% | +121.41% | Add |
| 9 | MTBA | Simplify Mbs ETF | +0.2% | +56.27% | Add |
| 10 | UBER | Uber Technologies Inc | +0.2% | +16.18% | Add |
| 11 | AVDV | Avantis Intl S/c Value ETF | +0.2% | +4.54% | Add |
| 12 | DFAI | Dimensional International Co | +0.1% | +15.14% | Add |
| 13 | META | Meta Platforms Inc-class A | +0.1% | +6.77% | Add |
| 14 | TMO | Thermo Fisher Scientific Inc | +0.1% | NEW | New buy |
| 15 | VO | Vanguard Mid-cap ETF | +0.1% | +4.26% | Add |
| 16 | NVDA | Nvidia CORP | +0.1% | NEW | New buy |
| 17 | IDEV | Ishares Core Msci Dev Mkts | +0.1% | +1.35% | Add |
| 18 | DLTR | Dollar Tree Inc | +0.1% | +59.35% | Add |
| 19 | CAH | Cardinal Health Inc | +0.1% | NEW | New buy |
| 20 | GEV | GE Vernova Inc | +0.1% | NEW | New buy |
| 21 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | NEW | New buy |
| 22 | IWF | Ishares Russell 1000 Growth | +0.1% | -0.14% | Trim |
| 23 | AVMV | Avantis US Mid Cap Val ETF | +0.1% | +17.20% | Add |
| 24 | DFAX | Dimensional World Ex US Core | +0.1% | — | Unchanged |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | -0.84% | Trim |
| 26 | IWP | Ishares Russell Mid-cap Grow | +0.1% | — | Unchanged |
| 27 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.62% | Add |
| 28 | DIS | Walt Disney Co/the | +0.1% | -0.63% | Trim |
| 29 | VUG | Vanguard Growth ETF | 0% | — | Unchanged |
| 30 | CAT | Caterpillar Inc | 0% | -3.38% | Trim |
| 31 | KKR | Kkr & Co Inc | 0% | -1.54% | Trim |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | — | Unchanged |
| 33 | MSFT | Microsoft CORP | 0% | -17.84% | Trim |
| 34 | AVLV | Avantis US Large Cap Value | 0% | +4.96% | Add |
| 35 | APO | Apollo Global Management Inc | 0% | +3.70% | Add |
| 36 | AVUV | Avantis US Small Cap Value | -0.1% | +1.65% | Add |
| 37 | NKE | Nike Inc -cl B | -0.1% | EXIT | Sold out |
| 38 | SHOO | Steven Madden LTD | -0.1% | EXIT | Sold out |
| 39 | AVEM | Avantis Emerging Markets Eq | -0.1% | EXIT | Sold out |
| 40 | MRK | Merck & Co. Inc. | -0.1% | EXIT | Sold out |
| 41 | VTV | Vanguard Value ETF | -0.1% | +4.70% | Add |
| 42 | TGT | Target CORP | -0.1% | EXIT | Sold out |
| 43 | DFAS | Dimensional US Small Cap ETF | -0.1% | -1.09% | Trim |
| 44 | UNH | Unitedhealth Group Inc | -0.2% | — | Unchanged |
| 45 | XOM | Exxon Mobil CORP | -0.2% | -4.89% | Trim |
| 46 | DBA | Invesco Db Agriculture Fund | -0.2% | EXIT | Sold out |
| 47 | PEP | Pepsico Inc | -0.2% | -11.63% | Trim |
| 48 | CMF | Ishares California Muni Bond | -0.2% | EXIT | Sold out |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | -0.59% | Trim |
| 50 | AAPL | Apple Inc | -0.5% | -8.69% | Trim |
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 134 disclosed positions in Q2 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 VOO, AVDE, IDEV) accounted for 24.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
DHR
市值: $893.1K
Top Position Liquidated / Trimmed
CMF
前期市值: $562.8K
During Q2 2025, First National Bank Sioux Falls's top holdings by market value included VOO (8.8%)、AVDE (7.3%)、IDEV (6.8%). The largest single position, VOO, represented 8.8% of total portfolio value.
In Q2 2025, First National Bank Sioux Falls made 45 total portfolio adjustments, initiating 7 new buys, adding to 19 positions, trimming 12 holdings, and fully liquidating 7 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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