Fund Holdings

ALERUS FINANCIAL NA

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
DIMENSIONAL ETF TRUST08,416,314+8,416,3140285,902,186+285,902,186
EXXON MOBIL CORP0121,871+121,871020,676,634+20,676,634
UNILEVER PLC0102,522+102,52205,840,678+5,840,678
SELECT SECTOR SPDR TR079,535+79,53504,872,314+4,872,314
SELECT SECTOR SPDR TR0105,287+105,28704,831,620+4,831,620
JOHNSON & JOHNSON062,506+62,506015,278,967+15,278,967
VERIZON COMMUNICATIONS INC0239,532+239,532012,024,506+12,024,506
SELECT SECTOR SPDR TR034,831+34,83102,855,445+2,855,445
CHEVRON CORPORATION041,183+41,18308,520,763+8,520,763
ISHARES TR0979,450+979,450095,231,969+95,231,969
MERCK & CO INC053,203+53,20306,399,789+6,399,789
SELECT SECTOR SPDR TR043,485+43,48502,172,945+2,172,945
ADVANCED MICRO DEVICES INC012,997+12,99702,643,980+2,643,980
CISCO SYS INC0160,198+160,198012,429,763+12,429,763
DOW HLDGS INC044,127+44,12701,837,890+1,837,890
EOG RES INC012,201+12,20101,763,899+1,763,899
RTX CORPORATION08,675+8,67501,673,408+1,673,408
ALERUS FINL CORP02,241,741+2,241,741053,151,679+53,151,679
COCA COLA CO036,297+36,29702,760,387+2,760,387
PROCTER & GAMBLE CO042,390+42,39006,122,812+6,122,812
VERTIV HOLDINGS CO033,946+33,94608,506,189+8,506,189
CONOCOPHILLIPS011,596+11,59601,530,672+1,530,672
VANGUARD SCOTTSDALE FDS0272,285+272,285021,584,032+21,584,032
KINDER MORGAN INC DEL040,453+40,45301,356,389+1,356,389
PALANTIR TECHNOLOGIES INC09,944+9,94401,454,608+1,454,608
COMCAST CORP NEW047,077+47,07701,351,581+1,351,581
WALMART INC090,513+90,513011,248,956+11,248,956
PFIZER INC048,583+48,58301,364,211+1,364,211
MICRON TECHNOLOGY INC028,573+28,57309,653,102+9,653,102
LOCKHEED MARTIN CORP02,358+2,35801,425,152+1,425,152
SEAGATE TECHNOLOGY HLDNGS PL011,098+11,09804,347,752+4,347,752
BRISTOL-MYERS SQUIBB CO019,760+19,76001,198,444+1,198,444
EDISON INTL016,275+16,27501,191,005+1,191,005
GILEAD SCIENCES INC08,331+8,33101,161,091+1,161,091
TARGET CORP09,749+9,74901,181,579+1,181,579
MCDONALDS CORP08,892+8,89202,763,545+2,763,545
GOLDMAN SACHS PHYSICAL GOLD0306,513+306,513014,157,835+14,157,835
ALTRIA GROUP INC018,194+18,19401,200,622+1,200,622
TEXAS INSTRS INC07,940+7,94001,541,472+1,541,472
SMURFIT WESTROCK PLC027,168+27,16801,082,645+1,082,645
FIRSTENERGY CORP021,112+21,11201,069,534+1,069,534
ONEOK INC NEW011,932+11,93201,078,533+1,078,533
T-MOBILE US INC05,004+5,00401,050,990+1,050,990
EVERGY INC012,755+12,75501,044,890+1,044,890
DARDEN RESTAURANTS INC05,291+5,29101,037,248+1,037,248
KRAFT HEINZ CO045,838+45,83801,030,897+1,030,897
BANK AMERICA CORP094,204+94,20404,592,445+4,592,445
KENVUE INC064,256+64,25601,107,773+1,107,773
CVS HEALTH CORP013,956+13,95601,002,320+1,002,320
EVERSOURCE ENERGY014,250+14,2500987,240+987,240
SNAP ON INC02,685+2,6850975,246+975,246
OMNICOM GROUP INC015,446+15,44601,163,238+1,163,238
LAM RESEARCH CORP05,179+5,17901,106,545+1,106,545
M & T BK CORP04,684+4,6840968,276+968,276
STARBUCKS CORP011,133+11,1330997,405+997,405
GENERAL MILLS INC025,833+25,8330961,504+961,504
PAYCHEX INC010,430+10,4300960,812+960,812
DOMINION ENERGY INC015,353+15,3530949,122+949,122
INTERNATIONAL PAPER CO026,128+26,1280932,770+932,770
KEYCORP048,194+48,1940966,290+966,290
COSTCO WHOLESALE CORPORATION04,264+4,26404,248,778+4,248,778
PRICE T ROWE GROUP INC09,957+9,9570897,524+897,524
US BANCORP024,158+24,15801,256,458+1,256,458
FORD MTR CO075,562+75,5620871,985+871,985
VANGUARD SCOTTSDALE FDS0408,354+408,354030,512,211+30,512,211
HP INC042,002+42,0020806,858+806,858
HOME DEPOT INC021,914+21,91407,207,295+7,207,295
CHENIERE ENERGY INC020,679+20,67905,867,873+5,867,873
GENUINE PARTS CO07,103+7,1030751,142+751,142
VISA INC013,427+13,42704,058,176+4,058,176
NEXTERA ENERGY INC08,828+8,8280819,945+819,945
LOEWS CORP05,911+5,9110630,940+630,940
DUKE ENERGY CORP NEW05,748+5,7480752,643+752,643
SALESFORCE INC03,305+3,3050616,944+616,944
AT&T INC0296,694+296,69408,601,159+8,601,159
GOLDMAN SACHS GROUP INC01,037+1,0370877,292+877,292
MICROCHIP TECHNOLOGY INC.031,080+31,08002,008,079+2,008,079
ABBVIE INC044,234+44,23409,620,453+9,620,453
ACCENTURE PLC IRELAND06,038+6,03801,197,275+1,197,275
HARTFORD INSURANCE GROUP INC03,996+3,9960540,379+540,379
DEERE & CO02,711+2,71101,527,106+1,527,106
CATERPILLAR INC08,662+8,66206,136,681+6,136,681
DISNEY WALT CO06,145+6,1450592,255+592,255
NETFLIX INC.081,792+81,79207,864,301+7,864,301
BOOKING HOLDINGS INC0131+1310551,552+551,552
ANALOG DEVICES INC01,569+1,5690499,162+499,162
TRAVELERS COMPANIES INC01,590+1,5900463,771+463,771
ALPHABET INC02,841+2,8410814,969+814,969
ISHARES TR0124,161+124,161010,763,517+10,763,517
HONEYWELL INTL INC02,457+2,4570555,356+555,356
REALTY INCOME CORP07,401+7,4010452,793+452,793
AMPHENOL CORP03,553+3,5530448,922+448,922
PROGRESSIVE CORP02,235+2,2350443,066+443,066
VANGUARD MALVERN FDS0948,779+948,779073,416,519+73,416,519
UNITED PARCEL SVCS INC019,077+19,07701,876,795+1,876,795
ISHARES TR03,930+3,9300390,131+390,131
WELLTOWER INC01,923+1,9230380,196+380,196
HCA HEALTHCARE INC0738+7380349,251+349,251
LOWES COS INC02,386+2,3860563,764+563,764
CANADIAN PACIFIC KANSAS CITY05,195+5,1950408,639+408,639
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