ANB BANK

CIK: 0002067126SEC EDGAR →

Portfolio Value

$252.1M

Holdings

126

As of

Q4 2025

New Positions

126

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

iShares Core S&P Mid-Cap ETF

346,803$22.9M
9.08%
2

iShares Russell 2000 ETF

83,077$20.4M
8.11%
3

STATE STREET SPDR S&P 500 ETF TRUST

29,144$19.9M
7.88%
4

iShares MSCI Eafe ETF

156,123$15.0M
5.95%
5

Apple Inc

40,080$10.9M
4.32%
6

Microsoft Corp

19,888$9.6M
3.82%
7

Alphabet Inc Class C

26,896$8.4M
3.35%
8

Berkshire Hathaway Inc Cl B

13,686$6.9M
2.73%
9

Visa Inc Cl A

16,955$5.9M
2.36%
10

iShares Core S&P Small-Cap ETF

41,527$5.0M
1.98%

Quarterly Changes

Top Buys

IJHNEW
$22.9M
IWMNEW
$20.4M
SPYNEW
$19.9M
EFANEW
$15.0M
AAPLNEW
$10.9M

Top Sells

No sells this quarter

New Positions (126)

$22.9M · 347K shares
$20.4M · 83K shares
$19.9M · 29K shares
$15.0M · 156K shares
$10.9M · 40K shares
$9.6M · 20K shares
$8.4M · 27K shares
$6.9M · 14K shares
$5.9M · 17K shares
$5.0M · 42K shares
$4.4M · 35K shares
$4.3M · 19K shares
$4.2M · 22K shares
$4.0M · 19K shares
$3.6M · 4K shares
$3.6M · 37K shares
$3.4M · 26K shares
$3.0M · 21K shares
$2.8M · 9K shares
$2.8M · 11K shares
$2.7M · 8K shares
$2.7M · 8K shares
$2.7M · 19K shares
$2.7M · 12K shares
$2.7M · 8K shares
$2.6M · 17K shares
$2.5M · 21K shares
$2.3M · 9K shares
$2.2M · 20K shares
$2.2M · 2K shares
$2.1M · 25K shares
$2.1M · 2K shares
$2.0M · 29K shares
$1.9M · 3K shares
$1.9M · 3K shares
$1.8M · 32K shares
$1.7M · 4K shares
$1.7M · 15K shares
$1.6M · 25K shares
$1.6M · 5K shares
$1.5M · 10K shares
$1.5M · 6K shares
$1.5M · 5K shares
$1.5M · 9K shares
$1.5M · 7K shares
$1.3M · 17K shares
$1.3M · 10K shares
$1.2M · 10K shares
$1.2M · 3K shares
$1.2M · 12K shares
$1.2M · 6K shares
$1.1M · 3K shares
$1.1M · 994 shares
$1.0M · 6K shares
$976K · 9K shares
$927K · 10K shares
$866K · 6K shares
$831K · 17K shares
$791K · 21K shares
$752K · 57K shares
$746K · 11K shares
$696K · 9K shares
$690K · 10K shares
$671K · 12K shares
$642K · 2K shares
$606K · 3K shares
$605K · 15K shares
$577K · 7K shares
$576K · 15K shares
$558K · 7K shares
$558K · 3K shares
$513K · 8K shares
$509K · 3K shares
$492K · 6K shares
$492K · 3K shares
$485K · 2K shares
$447K · 4K shares
$433K · 2K shares
$385K · 1K shares
$384K · 8K shares
$383K · 7K shares
$371K · 673 shares
$355K · 2K shares
$342K · 767 shares
$339K · 2K shares
$336K · 4K shares
$328K · 2K shares
$321K · 912 shares
$317K · 574 shares
$314K · 2K shares
$313K · 12K shares
$312K · 547 shares
$310K · 8K shares
$309K · 2K shares
$300K · 889 shares
$292K · 1K shares
$291K · 649 shares
$278K · 4K shares
$277K · 3K shares
$275K · 3K shares
$272K · 1K shares
$272K · 2K shares
$269K · 2K shares
$267K · 4K shares
$267K · 2K shares
$264K · 2K shares
$261K · 651 shares
$261K · 769 shares
$255K · 1K shares
$252K · 3K shares
$248K · 5K shares
$246K · 19K shares
$243K · 6K shares
$240K · 2K shares
$239K · 2K shares
$239K · 1K shares
$236K · 2K shares
$230K · 723 shares
$227K · 4K shares
$225K · 9K shares
$221K · 8K shares
$220K · 6K shares
$219K · 2K shares
$211K · 6K shares
$211K · 5K shares
$208K · 8K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services33$116.5M46.2%
Technology19$36.5M14.5%
Healthcare11$21.6M8.6%
Industrials21$15.8M6.3%
Communication Services5$15.2M6.0%
Consumer Defensive9$14.0M5.5%
Consumer Cyclical9$12.6M5.0%
Unknown7$8.9M3.5%
Energy4$5.9M2.3%
Basic Materials3$2.4M1.0%
Real Estate3$1.7M0.7%
Utilities2$898K0.4%