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CIK: 0001085041
Total reported value
$365.5M
$365.5M
138 檔
30.3%
At the close of Q3 2025, First National Bank Sioux Falls disclosed equity holdings valued at approximately $365.5M, spread across 138 reported holdings.
In Q3 2025, First National Bank Sioux Falls displayed an active expansion posture, initiating 7 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JMTG | Mortgage-backed Securities | ETF-Other | 9.11% | — | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.03% | — | +0.16% | |
| 3 | AVDE | Avantis International Equity | ETF-Other | 6.62% | — | +0.27% | |
| 4 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 5.99% | — | -1.53% | |
| 5 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 4.76% | — | +1.42% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.14% | — | -3.31% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 3.12% | — | -0.04% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.08% | — | -8.36% | |
| 9 | DFAX | Dimensional World Ex US Core | ETF-Other | 3.02% | — | — | |
| 10 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.80% | — | +1.35% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.70% | — | -0.77% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.25% | — | +1.24% | |
| 13 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.88% | — | -2.25% | |
| 14 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.87% | — | — | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.79% | — | +0.99% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.69% | — | -0.13% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.61% | — | -7.96% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.36% | — | -0.14% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.23% | — | — | |
| 20 | APO | Apollo Global Management Inc | Stock-Financials | 1.21% | — | -0.12% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.17% | — | -0.04% | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 1.10% | — | -0.27% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.02% | — | -0.33% | |
| 24 | DFAI | Dimensional International Co | ETF-Other | 1.02% | — | +11.19% | |
| 25 | BX | Blackstone Inc | Stock-Financials | 0.87% | — | -0.24% | |
| 26 | WFC | Wells Fargo & Co | Stock-Financials | 0.87% | — | +133.82% | |
| 27 | CAT | Caterpillar Inc | Stock-Industrials | 0.84% | — | — | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.83% | — | +1.41% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.74% | — | +59.74% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | — | -21.97% | |
| 31 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.68% | — | — | |
| 32 | MTBA | Simplify Mbs ETF | ETF-Other | 0.65% | — | +40.50% | |
| 33 | AVMV | Avantis US Mid Cap Val ETF | ETF-Other | 0.59% | — | +19.85% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.56% | — | -0.54% | |
| 35 | KKR | Kkr & Co Inc | Stock-Financials | 0.55% | — | -0.27% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.55% | — | — | |
| 37 | UBER | Uber Technologies Inc | Stock-Industrials | 0.52% | — | — | |
| 38 | VUG | Vanguard Growth ETF | ETF-Other | 0.51% | — | — | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.47% | — | +2.83% | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.47% | — | -0.26% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.45% | — | -27.61% | |
| 42 | CSX | Csx CORP | Stock-Industrials | 0.45% | — | — | |
| 43 | MUB | Ishares National Muni Bond E | ETF-Other | 0.42% | — | — | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.41% | — | -0.41% | |
| 45 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.40% | — | — | |
| 46 | WST | West Pharmaceutical Services | Stock-Healthcare | 0.39% | — | — | |
| 47 | UNP | Union Pacific CORP | Stock-Industrials | 0.36% | — | -0.32% | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.36% | — | -0.16% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.35% | — | -0.10% | |
| 50 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.32% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WFC | Wells Fargo & Co | +0.5% | +133.82% | Add |
| 2 | ORCL | Oracle CORP | +0.4% | -0.27% | Trim |
| 3 | MTBA | Simplify Mbs ETF | +0.3% | +40.50% | Add |
| 4 | WST | West Pharmaceutical Services | +0.2% | — | Add |
| 5 | RSP | Invesco S&p 500 Equal Weight | +0.2% | -8.36% | Add |
| 6 | DFAI | Dimensional International Co | +0.1% | +11.19% | Add |
| 7 | AVMV | Avantis US Mid Cap Val ETF | +0.1% | +19.85% | Add |
| 8 | UBER | Uber Technologies Inc | +0.1% | — | Add |
| 9 | XOM | Exxon Mobil CORP | +0.1% | +59.74% | Add |
| 10 | CAT | Caterpillar Inc | +0.1% | — | Trim |
| 11 | AVGO | Broadcom Inc | +0.1% | — | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +2.07% | Add |
| 13 | AMZN | Amazon.com Inc | 0% | -7.96% | Add |
| 14 | SCHG | Schwab US Large-cap Growth | 0% | -0.77% | Add |
| 15 | AVDV | Avantis Intl S/c Value ETF | 0% | -2.25% | Add |
| 16 | JPM | Jpmorgan Chase & Co | — | +1.41% | Add |
| 17 | VUG | Vanguard Growth ETF | — | — | Unchanged |
| 18 | IVW | Ishares S&p 500 Growth ETF | — | -0.41% | Trim |
| 19 | IWF | Ishares Russell 1000 Growth | 0% | -0.33% | Trim |
| 20 | GOOGL | Alphabet Inc-cl A | 0% | -21.97% | Trim |
| 21 | IWP | Ishares Russell Mid-cap Grow | -0.1% | — | Unchanged |
| 22 | VEA | Vanguard Ftse Developed ETF | -0.1% | — | Unchanged |
| 23 | BX | Blackstone Inc | -0.1% | -0.24% | Trim |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | — | Unchanged |
| 25 | AVDE | Avantis International Equity | -0.1% | +0.27% | Add |
| 26 | UNH | Unitedhealth Group Inc | -0.2% | — | Unchanged |
| 27 | MSFT | Microsoft CORP | -0.2% | -0.04% | Trim |
| 28 | AVUV | Avantis US Small Cap Value | -0.2% | +1.24% | Add |
| 29 | DFAX | Dimensional World Ex US Core | -0.3% | — | Unchanged |
| 30 | DFAS | Dimensional US Small Cap ETF | -0.4% | +1.35% | Add |
| 31 | DFUV | Dimensional US Marketwide Va | -0.4% | — | Unchanged |
| 32 | AAPL | Apple Inc | -0.4% | +0.99% | Trim |
| 33 | VTV | Vanguard Value ETF | -0.5% | -0.04% | Add |
| 34 | AVLV | Avantis US Large Cap Value | -0.5% | +1.42% | Add |
| 35 | VO | Vanguard Mid-cap ETF | -0.6% | -3.31% | Add |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | -0.13% | Trim |
| 37 | IDEV | Ishares Core Msci Dev Mkts | -0.7% | -1.53% | Trim |
| 38 | VOO | Vanguard S&p 500 ETF | -1.7% | +0.16% | Trim |
| 39 | JMTG | Mortgage-backed Securities | — | NEW | New buy |
| 40 | ✓ | Minnehaha Banshares Inc-Common | — | EXIT | Sold out |
| 41 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 42 | DHR | Danaher CORP | — | NEW | New buy |
| 43 | WTV | Wisdomtree U.s. Value Fund | — | NEW | New buy |
| 44 | CMF | Ishares California Muni Bond | — | EXIT | Sold out |
| 45 | DBA | Invesco Db Agriculture Fund | — | EXIT | Sold out |
| 46 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 47 | NVDA | Nvidia CORP | — | NEW | New buy |
| 48 | TGT | Target CORP | — | EXIT | Sold out |
| 49 | ELM | Elm Market Navigator ETF | — | NEW | New buy |
| 50 | ICLR | ICON Public Limited Company | — | EXIT | Sold out |
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 138 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including JMTG, VOO, AVDE) accounted for 30.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
JMTG
市值: $29.2M
Top Position Liquidated / Trimmed
Minnehaha Banshares Inc-Common
前期市值: $1.8M
During Q3 2025, First National Bank Sioux Falls's top holdings by market value included JMTG (9.1%)、VOO (8.0%)、AVDE (6.6%). The largest single position, JMTG, represented 9.1% of total portfolio value.
In Q3 2025, First National Bank Sioux Falls made 43 total portfolio adjustments, initiating 7 new buys, adding to 20 positions, trimming 11 holdings, and fully liquidating 5 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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