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CIK: 0001006435
Total reported value
$441.1M
$441.1M
76 檔
25.5%
During the Q2 2024 filing period, Pioneer Trust Bank N A/or (CIK: 0001006435) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $441.1M across 76 reported positions.
During Q2 2024, Pioneer Trust Bank N A/or'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 | MSFT | Microsoft CORP | Stock-Tech | 8.41% | -0.38% | -1.97% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.18% | +0.39% | -0.75% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.90% | -0.13% | +0.43% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.60% | +0.12% | +0.08% | |
| 5 | VMI | Valmont Industries | Stock-Industrials | 4.28% | +1.29% | -3.35% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.11% | +0.23% | +107.57% | |
| 7 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.81% | +0.60% | +2.51% | |
| 8 | ORCL | Oracle CORP | Stock-Tech | 3.48% | -0.23% | -2.37% | |
| 9 | ACN | Accenture plc | Stock-Tech | 3.26% | -0.84% | +1.09% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.83% | +0.19% | +5.29% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.78% | +0.12% | -9.30% | |
| 12 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.68% | -0.37% | -1.32% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 2.41% | +0.12% | +0.48% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 2.39% | -0.60% | -1.64% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.31% | +0.44% | +3.22% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.29% | -0.08% | -0.14% | |
| 17 | DHR | Danaher CORP | Stock-Healthcare | 2.26% | -0.10% | -0.15% | |
| 18 | BLKCHF | Blackrock Inc | Stock-Other | 2.01% | — | -9.91% | |
| 19 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.95% | -0.18% | -1.22% | |
| 20 | ITW | Illinois Tool Works | Stock-Industrials | 1.82% | -0.05% | -5.56% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.75% | -0.58% | +0.07% | |
| 22 | ADBE | Adobe Inc | Stock-Tech | 1.74% | -0.16% | +14.93% | |
| 23 | HON | Honeywell International Inc | Stock-Industrials | 1.72% | -1.58% | EXIT | |
| 24 | NEE | Nextera Energy Inc | Stock-Utilities | 1.69% | -0.23% | -1.23% | |
| 25 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.65% | -0.09% | +0.68% | |
| 26 | ABT | Abbott Laboratories | Stock-Healthcare | 1.65% | -0.25% | +0.20% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.64% | -0.06% | -2.26% | |
| 28 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.59% | — | +1.39% | |
| 29 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.58% | -0.13% | -13.43% | |
| 30 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.52% | -0.26% | -3.68% | |
| 31 | CRM | Salesforce Inc | Stock-Tech | 1.50% | -0.23% | +3.25% | |
| 32 | CSCO | Cisco Systems Inc | Stock-Tech | 1.49% | +1.04% | +0.73% | |
| 33 | RTX | Rtx CORP | Stock-Industrials | 1.26% | +0.07% | -0.39% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.03% | -0.24% | -0.37% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.93% | +0.14% | — | |
| 36 | AMGN | Amgen Inc | Stock-Healthcare | 0.46% | -0.01% | -6.77% | |
| 37 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.44% | +0.03% | -4.25% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.38% | -0.02% | — | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.37% | -0.05% | — | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.30% | +0.02% | -0.51% | |
| 41 | USB | US Bancorp | Stock-Financials | 0.29% | +0.02% | -30.53% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.28% | -0.10% | — | |
| 43 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.24% | -0.06% | — | |
| 44 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.24% | -0.01% | +0.09% | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.22% | — | -2.42% | |
| 46 | CSX | Csx CORP | Stock-Industrials | 0.21% | +0.02% | — | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.20% | +0.02% | +11.50% | |
| 48 | UNP | Union Pacific CORP | Stock-Industrials | 0.19% | +0.01% | — | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.19% | +0.01% | — | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.17% | +0.24% | +900.00% |
According to official SEC Form 13F filings, Pioneer Trust Bank N A/or reported a total U.S. public equity portfolio value of $441.1M across 76 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 MSFT, AAPL, BRK-B) accounted for 25.5% of total reported equity market value during Q2 2024.
During Q2 2024, Pioneer Trust Bank N A/or's top holdings by market value included MSFT (8.4%)、AAPL (7.2%)、BRK-B (5.9%). The largest single position, MSFT, represented 8.4% of total portfolio value.
In Q2 2024, Pioneer Trust Bank N A/or 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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