Fund HoldingsAllied Investment Advisors, LLC

Total Portfolio Value
$796.51M
Total Bought
$139.31M
Total Sold
$44.78M
Net Transaction
+$94.53M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
VANGUARD SHORT-TERM BOND ETF0273,991+273,991021,3472.68%+21,347
EXXONMOBIL HOLDINGS CORP COM SHS0128,268+128,268017,5372.20%+17,537
VANGUARD SHORT-TERM CORPORATE BOND ETF
SHRT TRM CORP BD
0153,415+153,415012,1241.52%+12,124
VANGUARD INTERMEDIATE-TERM BOND ETF0155,473+155,473011,9251.50%+11,925
BOEING CO COM(BA)1,83450,917+49,08336511,0221.38%+10,657
VANGUARD HEALTH CARE ETF
HEALTH CAR ETF
171,706180,940+9,23446,76154,1036.79%+7,342
AAON INC COM PAR $0.004160,040149,761-10,27913,24318,9992.39%+5,755
STATE STR CORP COM(STT)128,020122,745-5,27516,20220,8182.61%+4,615
SCHWAB US DIVIDEND EQUITY ETF1,816,6251,871,398+54,77355,73459,3427.45%+3,608
VANGUARD FTSE EUROPE ETF143,411171,665+28,25411,82115,1991.91%+3,378
GOLDMAN SACHS GROUP INC COM(GS)20,77120,549-22217,57220,7832.61%+3,211
BANK OF AMER CORP COM0334,060+334,060019,0352.39%+19,035
SYSCO CORP COM(SYY)162,588172,615+10,02711,59714,4271.81%+2,830
US BANCORP COM NEW(USB)272,447279,232+6,78514,17016,8662.12%+2,696
JPMORGAN CHASE & CO COM(JPM)070,656+70,656023,1282.90%+23,128
KIMBERLY-CLARK CORP COM(KMB)102,510114,079+11,5699,88912,5221.57%+2,633
DEERE & CO COM(DE)29,44230,107+66516,58519,0982.40%+2,513
GENUINE PARTS CO COM(GPC)90,689102,470+11,7819,59012,0891.52%+2,499
3M CO COM(MMM)86,99890,579+3,58112,63514,6661.84%+2,031
APPLE INC COM(AAPL)48,19547,590-60512,23113,7711.73%+1,539
TARGET CORP COM(TGT)100,352104,850+4,49812,16313,6941.72%+1,532
DIAGEO PLC SPON ADR NEW(DEO)113,421123,872+10,4518,4449,9571.25%+1,513
REALTY INCOME CORP COM(O)197,732215,880+18,14812,09713,3761.68%+1,279
WELLS FARGO & CO COM(WFC)0209,957+209,957017,3512.18%+17,351
PROCTER & GAMBLE CO COM(PG)85,20291,467+6,26512,30713,4131.68%+1,106
VANGUARD TOTAL STOCK MARKET ETF21,82921,872+437,0038,0941.02%+1,091
JOHNSON & JOHNSON COM(JNJ)74,48375,978+1,49518,20719,2962.42%+1,090
MICROSOFT CORP COM(MSFT)068,125+68,125025,4123.19%+25,412
FEDEX FGHT HLDG CO INC COMMON STOCK04,806+4,80607260.09%+726
ADVANCED MICRO DEVICES INC COM(AMD)1,4431,44302948380.11%+545
OTIS WORLDWIDE CORP COM(OTIS)132,978150,535+17,55710,25010,7781.35%+528
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
1,92415,392+13,4681,3421,8400.23%+497
AMRIZE LTD SHS(AMRZ)220,267240,449+20,18212,33912,8161.61%+477
ABBOTT LABORATORIES COM0123,081+123,081011,1681.40%+11,168
EVERUS CONSTR GROUP COM(ECG)5,6075,656+496629390.12%+277
TESLA INC COM(TSLA)0644+64402710.03%+271
ALPHABET INC CAP STK CL A(GOOG)3,7213,72101,0701,3300.17%+260
UNITEDHEALTH GROUP INC COM(UNH)0612+61202550.03%+255
VANGUARD VALUE ETF8,2188,449+2311,6121,8410.23%+229
SPACE EXPLORATION TECHN CORP CLASS A COM STK01,302+1,30202220.03%+222
DELTA AIR LINES INC COM NEW(DAL)02,303+2,30302160.03%+216
BANK OF NY MELLON CORP COM01,480+1,48002140.03%+214
EATON CORP PLC SHS(ETN)0491+49102090.03%+209
DIMENSIONAL INTERNATIONAL VALUE ETF
INTERNATNAL VAL
03,752+3,75202030.03%+203
ALTRIA GROUP INC COM(MO)02,800+2,80002010.03%+201
CISCO SYS INC COM(CSCO)4,4284,508+803445300.07%+186
CORNING INC COM(GLW)1,5441,54402103940.05%+184
INTERNATIONAL BUSINESS MACHS COM(IBM)5,0995,007-921,2361,4080.18%+172
ALPHABET INC CAP STK CL C(GOOG)2,4242,430+66958590.11%+163
VANGUARD UTILITIES ETF
UTILITIES ETF
89,61291,546+1,93417,75617,9182.25%+163
GLACIER BANCORP INC NEW COM(GBCI)18,52718,577+508289580.12%+131
BERKSHIRE HATHAWAY INC DEL CL B NEW3,5363,636+1001,6941,8190.23%+125
RTX CORPORATION COM(RTX)98,897101,187+2,29019,07719,1982.41%+121
VANGUARD MEGA CAP GROWTH ETF7344,436+3,7022703900.05%+120
STATE STREET SPDR S&P 500 ETF(SPY)1,2731,247-268289310.12%+103
CITIGROUP INC COM NEW(C)3,7143,732+184215220.07%+101
EAGLE BANCORP MONT INC COM29,66929,66906117100.09%+99
ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF
MSCI GBL ETF NEW
70,37470,114-2603,9824,0770.51%+95
AMAZON COM INC COM(AMZN)3,2483,223-256767680.10%+92
STEEL DYNAMICS INC COM(STLD)1,8271,82703294190.05%+90
STARBUCKS CORP COM(SBUX)7,1177,11706387270.09%+90
ELI LILLY & CO COM(LLY)312311-12873740.05%+87
DIMENSIONAL U.S. EQUITY MARKET ETF
US EQUI MARK ETF
7,7527,75205506350.08%+86
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
S&P 500 DV ARIST
12,60225,204+12,6021,3361,4150.18%+80
ABBVIE INC COM(ABBV)2,2922,29204985770.07%+78
FIRST INTST BANCSYSTEM INC COM(FIBK)14,07814,158+804705460.07%+76
CUMMINS INC COM(CMI)41341302222950.04%+72
1/100 BERKSHIRE HTWY CLA100 SHS2201,4361,4980.19%+61
ISHARES CORE S&P 500 ETF428446+182803340.04%+54
SCHWAB U.S. LARGE-CAP VALUE ETF12,45112,439-123804330.05%+53
BROADCOM INC COM(AVGO)2,9382,539-3999099590.12%+50
HOME DEPOT INC COM(HD)1,9711,97106486950.09%+47
MERCK & CO INC COM(MRK)6,3876,342-457688150.10%+47
ISHARES RUSSELL 2000 ETF948908-402352730.03%+38
VANGUARD INDUSTRIALS ETF
INDUSTRIAL ETF
77877802432800.04%+37
AMERICAN EXPRESS CO COM(AXP)98998902993350.04%+35
FORD MTR CO COM(F)12,33012,435+1051421730.02%+31
CARLISLE COS INC COM(CSL)82082002742970.04%+24
MUELLER INDS INC COM(MLI)1,9671,96702182420.03%+24
INVESCO S&P 500 LOW VOLATILITY ETF12,20012,20008929140.11%+21
VANGUARD FINANCIALS ETF
FINANCIALS ETF
1,8631,86302252450.03%+20
INVESCO QQQ TRUST SERIES I472396-762722920.04%+19
EMERSON ELEC CO COM(EMR)26,32324,226-2,0973,4493,4680.44%+19
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF4,0144,318+3042002170.03%+16
MDU RES GROUP INC COM(MDU)22,30422,501+1974624770.06%+15
KNIFE RIVER CORP COMMON STOCK(KNF)4,5724,621+493733870.05%+13
ISHARES CORE U.S. AGGREGATE BOND ETF2,3092,449+1402292420.03%+13
WP CAREY INC COM(WPC)3,2813,28102232350.03%+12
ORACLE CORP COM(ORCL)2,0502,05003023000.04%-1
GERON CORP COM(GERN)15,95915,959024200.00%-3
SCHWAB CHARLES CORP COM(SCHW)2,6392,63902482440.03%-5
MCKESSON CORP COM(MCK)47947904153620.05%-53
ISHARES SILVER TRUST(SLV)4,1074,10702802200.03%-60
CONOCOPHILLIPS COM(COP)2,7372,73703612850.04%-77
COSTCO WHOLESALE CORPORATION COM(COST)1,3981,39801,3931,3080.16%-85
MCDONALDS CORP COM(MCD)1,3661,116-2504253020.04%-123
LOWES COS INC COM(LOW)62,49466,389+3,89514,76614,6381.84%-128
MEDTRONIC PLC SHS(MDT)135,603148,273+12,67011,75011,5991.46%-151
NVIDIA CORPORATION COM(NVDA)11,1978,870-2,3271,9531,7750.22%-178
FIRST SOLAR INC COM(FSLR)1,0270-1,0272030-203
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