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CIK: 0001006435
Total reported value
$441.1M
$441.1M
79 檔
25.6%
The Q1 2025 SEC filing reveals that Pioneer Trust Bank N A/or held a total portfolio value of $441.1M, covering 79 public equity positions.
In Q1 2025, Pioneer Trust Bank N A/or displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.13% | -0.13% | -2.26% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.89% | -0.38% | +0.88% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.88% | +0.39% | -1.66% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.89% | +0.23% | +3.83% | |
| 5 | VMI | Valmont Industries | Stock-Industrials | 3.98% | +1.29% | -4.76% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.85% | +0.12% | +1.41% | |
| 7 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.77% | +0.60% | +1.39% | |
| 8 | ACN | Accenture plc | Stock-Tech | 3.33% | -0.84% | -0.61% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.09% | +0.12% | -2.21% | |
| 10 | ORCL | Oracle CORP | Stock-Tech | 2.98% | -0.23% | -3.28% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.98% | +0.19% | +3.78% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 2.65% | +0.12% | -11.17% | |
| 13 | BLK | Blackrock Inc | Stock-Financials | 2.44% | -0.14% | +0.05% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.30% | +0.44% | -1.72% | |
| 15 | CVX | Chevron CORP | Stock-Energy | 2.23% | -0.60% | -4.76% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.18% | -0.08% | -3.85% | |
| 17 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.07% | -0.37% | -9.70% | |
| 18 | ABT | Abbott Laboratories | Stock-Healthcare | 2.02% | -0.25% | -2.58% | |
| 19 | ITW | Illinois Tool Works | Stock-Industrials | 1.95% | -0.05% | -3.84% | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 1.92% | +1.04% | +1.68% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.85% | -0.58% | +1.60% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.77% | -0.06% | +0.20% | |
| 23 | CRM | Salesforce Inc | Stock-Tech | 1.72% | -0.23% | -1.96% | |
| 24 | DHR | Danaher CORP | Stock-Healthcare | 1.71% | -0.10% | -2.78% | |
| 25 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.67% | -0.18% | -8.03% | |
| 26 | HON | Honeywell International Inc | Stock-Industrials | 1.62% | -1.58% | EXIT | |
| 27 | NEE | Nextera Energy Inc | Stock-Utilities | 1.57% | -0.23% | +3.26% | |
| 28 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.49% | -0.09% | -3.55% | |
| 29 | RTX | Rtx CORP | Stock-Industrials | 1.48% | +0.07% | -0.88% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.41% | -0.24% | -0.84% | |
| 31 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.40% | -0.13% | -1.94% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 1.39% | +0.24% | +17.44% | |
| 33 | ADBE | Adobe Inc | Stock-Tech | 1.38% | -0.16% | +1.86% | |
| 34 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.21% | — | +2.33% | |
| 35 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.19% | -0.26% | +0.57% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.77% | +0.14% | +0.11% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | -0.05% | +7.13% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.47% | -0.10% | -3.61% | |
| 39 | AMGN | Amgen Inc | Stock-Healthcare | 0.42% | -0.01% | — | |
| 40 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.38% | +0.03% | -0.72% | |
| 41 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.29% | -0.01% | — | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.29% | +0.02% | — | |
| 43 | USB | US Bancorp | Stock-Financials | 0.28% | +0.02% | — | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.26% | +0.01% | — | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.26% | — | — | |
| 46 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.22% | -0.06% | -1.80% | |
| 47 | UNP | Union Pacific CORP | Stock-Industrials | 0.20% | +0.01% | — | |
| 48 | AXP | American Express Co | Stock-Financials | 0.18% | +0.01% | — | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.18% | +0.02% | — | |
| 50 | CSX | Csx CORP | Stock-Industrials | 0.18% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | AAPL | Apple Inc | — | NEW | New buy |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 5 | VMI | Valmont Industries | — | NEW | New buy |
| 6 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 7 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 8 | ACN | Accenture plc | — | NEW | New buy |
| 9 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 10 | ORCL | Oracle CORP | — | NEW | New buy |
| 11 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 12 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 13 | BLK | Blackrock Inc | — | NEW | New buy |
| 14 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 15 | CVX | Chevron CORP | — | NEW | New buy |
| 16 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 17 | PEP | Pepsico Inc | — | NEW | New buy |
| 18 | ABT | Abbott Laboratories | — | NEW | New buy |
| 19 | ITW | Illinois Tool Works | — | NEW | New buy |
| 20 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 21 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 22 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 23 | CRM | Salesforce Inc | — | NEW | New buy |
| 24 | DHR | Danaher CORP | — | NEW | New buy |
| 25 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 26 | HON | Honeywell International Inc | — | NEW | New buy |
| 27 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 28 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 29 | RTX | Rtx CORP | — | NEW | New buy |
| 30 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 31 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 32 | NVDA | Nvidia CORP | — | NEW | New buy |
| 33 | ADBE | Adobe Inc | — | NEW | New buy |
| 34 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 35 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 36 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 37 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 38 | WMT | Walmart Inc | — | NEW | New buy |
| 39 | AMGN | Amgen Inc | — | NEW | New buy |
| 40 | ITOT | Ishares Core S&p Total U.s. | — | NEW | New buy |
| 41 | SBUX | Starbucks CORP | — | NEW | New buy |
| 42 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 43 | USB | US Bancorp | — | NEW | New buy |
| 44 | ABBV | Abbvie Inc | — | NEW | New buy |
| 45 | KO | Coca-cola Co/the | — | NEW | New buy |
| 46 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 47 | UNP | Union Pacific CORP | — | NEW | New buy |
| 48 | AXP | American Express Co | — | NEW | New buy |
| 49 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 50 | CSX | Csx CORP | — | NEW | New buy |
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 79 disclosed positions in Q1 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 BRK-B, MSFT, AAPL) accounted for 25.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRK-B
市值: $27.0M
During Q1 2025, Pioneer Trust Bank N A/or's top holdings by market value included BRK-B (7.1%)、MSFT (6.9%)、AAPL (6.9%). The largest single position, BRK-B, represented 7.1% of total portfolio value.
In Q1 2025, Pioneer Trust Bank N A/or made 50 total portfolio adjustments, initiating 50 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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