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 | 33 | Q2 2024 | 11.1% |
ISHARES TRUST | 33 | Q2 2024 | 8.3% |
MICROSOFT INC | 33 | Q2 2024 | 7.5% |
ISHARES TRUST | 33 | Q2 2024 | 5.3% |
ISHARES RUSSELL MIDCAP | 33 | Q2 2024 | 3.7% |
ALPHABET INC | 33 | Q2 2024 | 2.4% |
SPDR S &P 500 ETF TR | 33 | Q2 2024 | 3.8% |
JP MORGAN CHASE & CO | 33 | Q2 2024 | 2.1% |
META PLATFORMS INC | 33 | Q2 2024 | 2.2% |
VISA INC | 33 | Q2 2024 | 1.6% |
View ALERUS FINANCIAL NA's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-28 |
13F-HR | 2024-08-08 |
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 |
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.