| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 30 | Q3 2023 | 11.1% |
| ISHARES TRUST | 30 | Q3 2023 | 8.3% |
| MICROSOFT INC | 30 | Q3 2023 | 7.5% |
| ISHARES TRUST | 30 | Q3 2023 | 5.3% |
| ISHARES RUSSELL MIDCAP | 30 | Q3 2023 | 3.7% |
| SPDR S &P 500 ETF TR | 30 | Q3 2023 | 3.8% |
| ALPHABET INC | 30 | Q3 2023 | 2.4% |
| JP MORGAN CHASE & CO | 30 | Q3 2023 | 2.1% |
| META PLATFORMS INC | 30 | Q3 2023 | 2.2% |
| VISA INC | 30 | Q3 2023 | 1.6% |
View ALERUS FINANCIAL NA's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-14 |
View ALERUS FINANCIAL NA's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.