Fund HoldingsALERUS FINANCIAL NA

Total Portfolio Value
$1.25B
Total Bought
$109.01M
Total Sold
$159.22M
Net Transaction
-$50.21M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
TRUIST FINL CORP(TFC)0142,894+142,89406,5530.52%+6,553
PRUDENTIAL FINANCIAL IN(PFH)2,20550,958+48,7532615,6910.46%+5,430
MARTIN MARIETTA MATLS INC(MLM)010,357+10,35704,9520.40%+4,952
CAPITAL ONE FINL CORP(COF)027,472+27,47204,9260.39%+4,926
BLACKSTONE GROUP INC(BX)1,85935,777+33,9183215,0010.40%+4,680
DIMENSIONAL ETF TRUST
WORLD EX US CORE
03,535,218+3,535,218092,6237.42%+92,623
PRINCIPAL FINANCIAL GROUP IN(PFG)049,170+49,17004,1480.33%+4,148
UNILEVER PLC ADR(UL)0182,308+182,308010,8560.87%+10,856
STATE STR CORP(STT)032,903+32,90302,9460.24%+2,946
MORGAN STANLEY(MS)3,38428,098+24,7144253,2780.26%+2,853
VISTRA CORP(VST)32,61361,676+29,0634,4967,2430.58%+2,747
WINGSTOP INC(WING)011,710+11,71002,6420.21%+2,642
JP MORGAN CHASE & CO(JPM)084,019+84,019020,6101.65%+20,610
SOUTHERN COMPANY(SO)0133,891+133,891012,3110.99%+12,311
AT&T INC(T)402,641410,155+7,5149,16811,5990.93%+2,431
EQUITABLE HLDGS INC046,560+46,56002,4250.19%+2,425
MICROCHIP TECHNOLOGY INC.(MCHP)34,33089,617+55,2871,9694,3380.35%+2,370
MCCORMICK & CO INC(MKC)28,98554,386+25,4012,2104,4770.36%+2,267
KKR & CO INC(KKR)018,108+18,10802,0930.17%+2,093
COSTCO WHSL CORP(COST)8002,978+2,1787332,8170.23%+2,084
NASDAQ INC(NDAQ)027,155+27,15502,0600.16%+2,060
BANK NEW YORK MELLON CORP19,56641,243+21,6771,5033,4590.28%+1,956
CISCO SYSTEMS(CSCO)116,386142,626+26,2406,8908,8010.70%+1,911
SCHWAB CHARLES CORP(SCHW)024,208+24,20801,8950.15%+1,895
ABBVIE INC(ABBV)049,449+49,449010,3610.83%+10,361
IBM(IBM)44,12745,837+1,7109,70011,3980.91%+1,697
UNITED RENTALS INC(URI)3,8126,773+2,9612,6854,2450.34%+1,559
HOME DEPOT INC(HD)5,54710,084+4,5372,1583,6960.30%+1,538
JOHNSON AND JOHNSON(JNJ)056,124+56,12409,3080.75%+9,308
VENTAS INC(VTR)019,607+19,60701,3480.11%+1,348
CENCORA INC032,105+32,10508,9280.71%+8,928
INTUITIVE SURGICAL INC9,67812,696+3,0185,0526,2880.50%+1,236
GENERAL ELECTRIC CO(GE)038,852+38,85207,7760.62%+7,776
KENVUE INC(KVUE)288,088300,770+12,6826,1517,2120.58%+1,062
VERIZON COMMUNICATION(VZ)0160,322+160,32207,2720.58%+7,272
ISHARES TRUST
CORE MSCI TOTAL
01,068,381+1,068,381074,5845.97%+74,584
SANDISK CORP(SNDK)021,191+21,19101,0090.08%+1,009
LILLY ELI & CO(LLY)019,345+19,345015,9771.28%+15,977
3M COMPANY(MMM)047,320+47,32006,9490.56%+6,949
GOLDMAN SACHS PHYSICAL GOLD(AAAU)0351,739+351,739010,8620.87%+10,862
LPL FINL HLDGS INC(LPLA)02,422+2,42207920.06%+792
ISHARES TR0101,379+101,37909,2290.74%+9,229
HASBRO INC(HAS)089,785+89,78505,5210.44%+5,521
TAKE-2 INTERACTIVE SOFTWAR(TTWO)51,88249,395-2,4879,55010,2370.82%+687
INTERCONTINENTAL EXCHAN(ICE)025,372+25,37204,3770.35%+4,377
BOSTON SCIENTIFIC CORP(BSX)90,40085,499-4,9018,0758,6250.69%+551
OREILLY AUTOMOTIVE INC(ORLY)1,5261,646+1201,8102,3580.19%+548
WATSCO INC(WSO)011,021+11,02105,6020.45%+5,602
MEDTRONIC HLDG PLC(MDT)33,96035,755+1,7952,7133,2130.26%+500
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
0405,604+405,604030,7892.46%+30,789
ISHARES GOLD TR(IAU)05,565+5,56503280.03%+328
XCEL ENERGY INC(XEL)03,961+3,96102800.02%+280
LINDE PLC(LIN)5,8575,841-162,4522,7200.22%+268
CHENIERE ENERGY INC(LNG)13,03113,256+2252,8003,0670.25%+267
MARSH & MCLENNAN COS INC(MRSH)015,600+15,60003,8070.30%+3,807
HEICO CORP NEW(HEI)023,693+23,69306,3310.51%+6,331
MASTERCARD INCORPORATED(MA)10,95910,969+105,7716,0120.48%+242
WELLS FARGO & CO NEW CO(WFC)099,522+99,52207,1450.57%+7,145
OKTA INCORPORATION(OKTA)9,1008,873-2277179340.07%+217
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,422+1,42202080.02%+208
MICRON TECHNOLOGY INC(MU)048,121+48,12104,1810.33%+4,181
UNION PAC CORP(UNP)014,592+14,59203,4470.28%+3,447
COCA COLA COMPANY(KO)018,767+18,76701,3440.11%+1,344
DUPONT DE NEMOURS INC(DD)37,78140,763+2,9822,8813,0440.24%+163
NETFLIX INC(NFLX)8,7228,479-2437,7747,9070.63%+133
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
16,06022,470+6,4103124380.04%+126
UNITEDHEALTH GROUP INC(UNH)15,09314,809-2847,6357,7560.62%+121
DEERE & CO(DE)2,1802,179-19241,0230.08%+99
CYBERARK SOFTWARE LTD7,9558,074+1192,6502,7290.22%+79
GLUCOTRACK INC13,855300,000+286,1455520.00%+47
ABBOTT LABORATORIES2,3122,31202623070.02%+45
CHUBB LIMITED
COM
1,5251,52504214610.04%+39
ISHARES TRUST5,3005,30005135300.04%+17
ISHARES TRUST3,3043,30404344440.04%+10
STRYKER CORPORATION(SYK)66566502392480.02%+8
ISHARES TR5,5585,464-945145210.04%+7
NORFOLK SOUTHERN CORP(NSC)1,9041,90404474510.04%+4
ALLETE INC3,1113,11102022040.02%+3
OXFORD SQUARE CAP CORP10,00010,000024260.00%+2
QUALCOMM INC(QCOM)2,8522,85204384380.04%-0
CENTRAL GARDEN & PET CO(CENT)14,42514,42504774720.04%-5
BROADWIND INC13,23913,239025190.00%-6
LOWES COS INC(LOW)96596502382250.02%-13
SELECT SECTOR SPDR ETF
ST STR TECHN ETF
01,064+1,06402200.02%+220
CATERPILLAR INC(CAT)704684-202552260.02%-30
CITIGROUP INC(C)5,1834,601-5823653270.03%-38
WRAP TECHNOLOGIES INC97,76097,76002071670.01%-40
ISHARES TRUST3,7973,79704373970.03%-40
EMERSON ELECTIC CO(EMR)2,5222,467-553132700.02%-42
CANADIAN PACIFIC KANSAS CITY(CP)03,507+3,50702460.02%+246
OMNICOM GROUP INC(OMC)07,353+7,35306100.05%+610
VANGUARD INDEX FDS2,6362,510-1266966490.05%-47
ISHARES TRUST12,35012,35007707210.06%-49
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
9,2718,483-7887446940.06%-51
ISHARES TRUST6,7906,79006175650.05%-52
SPDR S &P 500 ETF TR(SPY)1,9511,95101,1431,0910.09%-52
TEXAS INSTRUMENTS INC(TXN)04,881+4,88108770.07%+877
SELECT SECTOR SPDR TR
ST STR UTIL ETF
04,936+4,93603890.03%+389
ADVANCED MIRCO DEVICES INC(AMD)2,9922,890-1023612970.02%-64
ADOBE SYSTEMS INC(ADBE)635556-792822130.02%-69
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