Fund HoldingsAllied Investment Advisors, LLC

Total Portfolio Value
$571.94M
Total Bought
$44.94M
Total Sold
$16.72M
Net Transaction
+$28.22M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
AAON INC COM PAR $0.004115,411242,984+127,5739,01717,9203.13%+8,903
MICROSOFT CORP COM(MSFT)62,41262,277-13523,42930,9775.42%+7,548
GOLDMAN SACHS GROUP INC COM(GS)22,10522,176+7112,07615,6952.74%+3,619
JPMORGAN CHASE & CO. COM(JPM)70,15369,418-73517,20920,1253.52%+2,916
CATERPILLAR INC COM(CAT)42,98443,731+74714,17616,9772.97%+2,801
EMERSON ELEC CO COM(EMR)103,625105,167+1,54211,36114,0222.45%+2,660
VANGUARD TOTAL STOCK MARKET ETF14,85421,420+6,5664,0826,5101.14%+2,428
STATE STR CORP COM(STT)121,128124,385+3,25710,84513,2272.31%+2,383
BANK AMERICA CORP COM307,498310,436+2,93812,83214,6902.57%+1,858
VANGUARD FTSE EUROPE ETF55,66174,237+18,5763,9085,7531.01%+1,845
WELLS FARGO CO NEW COM(WFC)197,419196,443-97614,17315,7392.75%+1,566
ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF
MSCI GBL ETF NEW
32,42767,916+35,4891,1632,5540.45%+1,390
US BANCORP DEL COM NEW(USB)234,965249,266+14,3019,92011,2791.97%+1,359
DEERE & CO COM(DE)26,87527,369+49412,61413,9172.43%+1,303
RTX CORPORATION COM(RTX)105,654104,349-1,30513,99515,2372.66%+1,242
GENUINE PARTS CO COM(GPC)66,80574,535+7,7307,9599,0421.58%+1,083
VANGUARD UTILITIES ETF
UTILITIES ETF
137,094138,765+1,67123,41724,4934.28%+1,076
TARGET CORP COM(TGT)69,56183,931+14,3707,2598,2801.45%+1,020
LOCKHEED MARTIN CORP COM(LMT)20,54421,160+6169,1779,8001.71%+623
EAGLE BANCORP MONT INC COM031,769+31,76905300.09%+530
SYSCO CORP COM(SYY)137,864142,544+4,68010,34510,7961.89%+451
SCHWAB US DIVIDEND EQUITY ETF1,531,3161,632,590+101,27442,81643,2647.56%+448
3M CO COM(MMM)80,94380,632-31111,88712,2752.15%+388
NVIDIA CORPORATION COM(NVDA)5,0905,609+5195528860.15%+335
WALMART INC COM(WMT)19,16320,476+1,3131,6822,0020.35%+320
PFIZER INC COM(PFE)303,884330,727+26,8437,7008,0171.40%+316
ABBOTT LABS COM90,07089,648-42211,94812,1932.13%+245
BROADCOM INC COM(AVGO)0884+88402440.04%+244
SPDR GOLD SHARES(GLD)6,1856,635+4501,7822,0230.35%+240
VANGUARD VALUE ETF4,0215,246+1,2256959270.16%+233
ALPHABET INC CAP STK CL C(GOOG)01,211+1,21102150.04%+215
ADVANCED MICRO DEVICES INC COM(AMD)01,443+1,44302050.04%+205
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF04,014+4,01402020.04%+202
DIAGEO PLC SPON ADR NEW(DEO)74,82979,526+4,6977,8418,0191.40%+178
INTERNATIONAL BUSINESS MACHS COM(IBM)5,1284,876-2521,2751,4370.25%+162
ORACLE CORP COM(ORCL)2,0502,05002874480.08%+162
EVERUS CONSTR GROUP COM(ECG)5,5495,54902063530.06%+147
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
2,1871,966-2211,1861,3040.23%+118
META PLATFORMS INC CL A(META)489535+462823950.07%+113
COSTCO WHSL CORP NEW COM(COST)1,5321,577+451,4491,5610.27%+112
AMAZON COM INC COM(AMZN)2,4342,527+934635540.10%+91
BOEING CO COM(BA)1,8841,88403213950.07%+73
SPDR S&P 500 ETF TRUST(SPY)1,1521,15206447120.12%+67
ALPHABET INC CAP STK CL A(GOOG)3,7013,629-725726390.11%+67
CITIGROUP INC COM NEW(C)3,5523,652+1002523110.05%+59
DIMENSIONAL U.S. EQUITY MARKET ETF
US EQUI MARK ETF
7,7527,75204695200.09%+51
AMERICAN EXPRESS CO COM(AXP)98998902663150.06%+49
VANGUARD INDUSTRIALS ETF
INDUSTRIAL ETF
1,0631,06302632980.05%+35
VANGUARD FINANCIALS ETF
FINANCIALS ETF
3,8303,83004584880.09%+30
CARLISLE COS INC COM(CSL)82082002793060.05%+27
SCHWAB U.S. LARGE-CAP VALUE ETF12,18212,18203243370.06%+13
FORD MTR CO COM(F)12,33012,33001241340.02%+10
FIRST INTST BANCSYSTEM INC COM(FIBK)12,69912,722+233643670.06%+3
AUTOMATIC DATA PROCESSING INC COM80080002442470.04%+2
ISHARES CORE U.S. AGGREGATE BOND ETF2,2692,26902242250.04%+1
HOME DEPOT INC COM(HD)1,8951,893-26946940.12%-0
RYVYL INC COM14,68414,684015120.00%-2
ISHARES CORE S&P 500 ETF627563-643523500.06%-3
GERON CORP COM(GERN)20,95920,959033300.01%-4
MDU RES GROUP INC COM(MDU)22,06922,06903733680.06%-5
ISHARES S&P MID-CAP 400 VALUE ETF1,9091,784-1252292200.04%-8
MCDONALDS CORP COM(MCD)1,2771,332+553993890.07%-10
ELI LILLY & CO COM(LLY)270267-32232080.04%-15
GLACIER BANCORP INC NEW COM(GBCI)14,83114,83106566390.11%-17
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
S&P 500 DV ARIST
16,26516,282+171,6621,6400.29%-22
INVESCO S&P 500 LOW VOLATILITY ETF12,20012,20009128880.16%-23
KNIFE RIVER CORP COMMON STOCK(KNF)4,5164,51604073690.06%-39
ABBVIE INC COM(ABBV)1,8401,84003863420.06%-44
STARBUCKS CORP COM(SBUX)6,9926,99206866410.11%-45
MEDTRONIC PLC SHS(MDT)115,412118,192+2,78010,37110,3031.80%-68
FEDEX CORP COM(FDX)43,44546,222+2,77710,59110,5071.84%-84
CONOCOPHILLIPS COM(COP)3,1462,737-4093302460.04%-85
MERCK & CO INC COM(MRK)7,0696,906-1636355470.10%-88
TOTALENERGIES SE SPONSORED ADS(TTE)164,047171,238+7,19110,61210,5121.84%-100
1/100 BERKSHIRE HTWY CLA100 SHS2201,5971,4580.25%-139
OTIS WORLDWIDE CORP COM(OTIS)109,330111,991+2,66111,28311,0891.94%-194
LOWES COS INC COM(LOW)55,22857,089+1,86112,88112,6662.21%-214
BERKSHIRE HATHAWAY INC DEL CL B NEW3,7983,721-772,0231,8080.32%-215
ECOLAB INC COM(ECL)9030-9032290-229
SPDR PORTFOLIO S&P 500 ETF
ST STR P500ETF
3,4960-3,4962300-230
SHELL PLC SPON ADS(SHEL)181,627185,186+3,55913,31013,0392.28%-271
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
ST STR PO EX ETF
7,9160-7,9162880-288
SPDR PORTFOLIO S&P 400 MID CAP ETF
ST STR P400MID
5,7140-5,7142920-292
VANGUARD HEALTH CARE ETF
HEALTH CAR ETF
146,529154,915+8,38638,79138,4726.73%-319
PEPSICO INC COM(PEP)63,86568,168+4,3039,5769,0011.57%-575
PROCTER AND GAMBLE CO COM(PG)65,89866,623+72511,23010,6141.86%-616
JOHNSON & JOHNSON COM(JNJ)68,90570,181+1,27611,42710,7201.87%-707
KIMBERLY-CLARK CORP COM(KMB)74,17976,036+1,85710,5509,8031.71%-747
EXXON MOBIL CORP COM115,323118,095+2,77213,71512,7312.23%-985
APPLE INC COM(AAPL)51,17050,475-69511,36610,3561.81%-1,010
CHEVRON CORP NEW COM(CVX)79,38083,112+3,73213,27911,9012.08%-1,379
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