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CIK: 0001085041
Total reported value
$365.5M
$365.5M
139 檔
32.5%
In Q4 2025, First National Bank Sioux Falls's U.S. equity holdings reached a combined market value of $365.5M, distributed across 139 disclosed stock positions.
In Q4 2025, First National Bank Sioux Falls displayed an active expansion posture, initiating 4 new positions and adding to 22 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 | 9.16% | — | +16.12% | |
| 2 | JMTG | Mortgage-backed Securities | ETF-Other | 8.89% | — | +1.45% | |
| 3 | AVDE | Avantis International Equity | ETF-Other | 6.73% | — | +1.47% | |
| 4 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 5.96% | — | +0.66% | |
| 5 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 4.85% | — | +1.12% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.98% | — | +1.47% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 3.09% | — | +0.74% | |
| 8 | DFAX | Dimensional World Ex US Core | ETF-Other | 3.02% | — | — | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.00% | — | +0.31% | |
| 10 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.81% | — | +2.78% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.65% | — | +0.33% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.25% | — | +1.61% | |
| 13 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 2.22% | — | +16.68% | |
| 14 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.87% | — | — | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.83% | — | -0.25% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.62% | — | -0.24% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.62% | — | +0.32% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.34% | — | — | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.30% | — | +7.03% | |
| 20 | APO | Apollo Global Management Inc | Stock-Financials | 1.26% | — | — | |
| 21 | DFAI | Dimensional International Co | ETF-Other | 1.08% | — | +4.55% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.05% | — | +0.03% | |
| 23 | CAT | Caterpillar Inc | Stock-Industrials | 0.97% | — | — | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.90% | — | +0.38% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.89% | — | -10.74% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.78% | — | -3.99% | |
| 27 | BX | Blackstone Inc | Stock-Financials | 0.76% | — | — | |
| 28 | MTBA | Simplify Mbs ETF | ETF-Other | 0.75% | — | +21.50% | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 0.73% | — | — | |
| 30 | AVMV | Avantis US Mid Cap Val ETF | ETF-Other | 0.65% | — | +10.22% | |
| 31 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.63% | — | — | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.55% | — | — | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 0.54% | — | — | |
| 34 | KKR | Kkr & Co Inc | Stock-Financials | 0.52% | — | — | |
| 35 | BAC | Bank Of America CORP | Stock-Financials | 0.48% | — | — | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.48% | — | -37.22% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.44% | — | -1.58% | |
| 38 | CSX | Csx CORP | Stock-Industrials | 0.44% | — | — | |
| 39 | UBER | Uber Technologies Inc | Stock-Industrials | 0.44% | — | +4.10% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.40% | — | — | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.40% | — | — | |
| 42 | MUB | Ishares National Muni Bond E | ETF-Other | 0.40% | — | — | |
| 43 | WFC | Wells Fargo & Co | Stock-Financials | 0.40% | — | -56.55% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.40% | — | +0.70% | |
| 45 | WST | West Pharmaceutical Services | Stock-Healthcare | 0.39% | — | — | |
| 46 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.36% | — | — | |
| 47 | VUG | Vanguard Growth ETF | ETF-Other | 0.35% | — | -28.34% | |
| 48 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 0.35% | — | +43.33% | |
| 49 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.35% | — | — | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.35% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1.1% | +16.12% | Add |
| 2 | AVDV | Avantis Intl S/c Value ETF | +0.3% | +16.68% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.38% | Add |
| 4 | ELM | Elm Market Navigator ETF | +0.2% | +219.95% | Add |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.2% | +161.69% | Add |
| 6 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 7 | AVDE | Avantis International Equity | +0.1% | +1.47% | Add |
| 8 | MTBA | Simplify Mbs ETF | +0.1% | +21.50% | Add |
| 9 | LLY | Eli Lilly & Co | +0.1% | — | Unchanged |
| 10 | WTV | Wisdomtree U.s. Value Fund | +0.1% | +43.33% | Add |
| 11 | AVLV | Avantis US Large Cap Value | +0.1% | +1.12% | Add |
| 12 | EFA | Ishares Msci Eafe ETF | +0.1% | +113.52% | Add |
| 13 | EXPE | Expedia Group Inc | +0.1% | — | Unchanged |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +7.03% | Add |
| 15 | DFAI | Dimensional International Co | +0.1% | +4.55% | Add |
| 16 | AVMV | Avantis US Mid Cap Val ETF | +0.1% | +10.22% | Add |
| 17 | APO | Apollo Global Management Inc | +0.1% | — | Unchanged |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | -0.31% | Trim |
| 19 | AAPL | Apple Inc | 0% | -0.25% | Trim |
| 20 | CMI | Cummins Inc | 0% | — | Unchanged |
| 21 | DHR | Danaher CORP | 0% | — | Unchanged |
| 22 | DLTR | Dollar Tree Inc | 0% | — | Unchanged |
| 23 | DFAS | Dimensional US Small Cap ETF | 0% | +2.78% | Add |
| 24 | AMZN | Amazon.com Inc | 0% | -0.24% | Trim |
| 25 | DFAX | Dimensional World Ex US Core | — | — | Unchanged |
| 26 | AVUV | Avantis US Small Cap Value | — | +1.61% | Add |
| 27 | DFUV | Dimensional US Marketwide Va | — | — | Unchanged |
| 28 | IDEV | Ishares Core Msci Dev Mkts | 0% | +0.66% | Add |
| 29 | VTV | Vanguard Value ETF | 0% | +0.74% | Add |
| 30 | SCHG | Schwab US Large-cap Growth | -0.1% | +0.33% | Add |
| 31 | GLD | Spdr Gold Shares | -0.1% | -37.32% | Trim |
| 32 | ORLY | O'reilly Automotive Inc | -0.1% | — | Unchanged |
| 33 | META | Meta Platforms Inc-class A | -0.1% | +0.70% | Add |
| 34 | DFCA | Dimensional Calfornia Mb ETF | -0.1% | -50.36% | Trim |
| 35 | UBER | Uber Technologies Inc | -0.1% | +4.10% | Add |
| 36 | BX | Blackstone Inc | -0.1% | — | Unchanged |
| 37 | MSFT | Microsoft CORP | -0.1% | +0.03% | Add |
| 38 | IWF | Ishares Russell 1000 Growth | -0.1% | -10.74% | Trim |
| 39 | VUG | Vanguard Growth ETF | -0.2% | -28.34% | Trim |
| 40 | JMTG | Mortgage-backed Securities | -0.2% | +1.45% | Add |
| 41 | XOM | Exxon Mobil CORP | -0.3% | -37.22% | Trim |
| 42 | ORCL | Oracle CORP | -0.4% | — | Unchanged |
| 43 | WFC | Wells Fargo & Co | -0.5% | -56.55% | Trim |
| 44 | BBN | Blackrock Taxable Muni Bnd | — | EXIT | Sold out |
| 45 | CPB | THE Campbell's Company | — | NEW | New buy |
| 46 | DGRS | Wisdomtree U.s. Smallcap Qua | — | NEW | New buy |
| 47 | SYLD | Cambria Shareholder Yield Et | — | EXIT | Sold out |
| 48 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 49 | W | Wayfair Inc- Class A | — | NEW | New buy |
| 50 | EVRG | Evergy Inc | — | 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 139 disclosed positions in Q4 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, JMTG, AVDE) accounted for 32.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
CPB
市值: $518.5K
Top Position Liquidated / Trimmed
BBN
前期市值: $970.2K
During Q4 2025, First National Bank Sioux Falls's top holdings by market value included VOO (9.2%)、JMTG (8.9%)、AVDE (6.7%). The largest single position, VOO, represented 9.2% of total portfolio value.
In Q4 2025, First National Bank Sioux Falls made 38 total portfolio adjustments, initiating 4 new buys, adding to 22 positions, trimming 9 holdings, and fully liquidating 3 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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