First PREMIER Bank

CIK: 0001653926SEC EDGAR →

Portfolio Value

$436.2M

Holdings

377

As of

Q4 2025

New Positions

16

Closed Positions

10

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

VANGUARD TOTAL STOCK MARKET ETF

114,105$38.3M
8.77%
2

VANGUARD VALUE ETF

139,344$26.6M
6.10%
3

APPLE COMPUTER INC

91,869$25.0M
5.73%
4

VANGUARD INFORMATION TECHNOLOGY ETF

16,883$12.7M
2.92%
5

VANGUARD GROWTH INDEX ETF

24,732$12.1M
2.77%
6

INVESCO S&P 500 DOWNSIDE HEDGED ETF

314,531$11.8M
2.70%
7

MICROSOFT CORP

23,766$11.5M
2.63%
8

J.P.MORGAN CHASE & CO

26,593$8.6M
1.96%
9

MASTERCARD INC CL A

14,590$8.3M
1.91%
10

BERKSHIRE HATHAWAY INC DEL CL B NEW

15,609$7.8M
1.80%

Quarterly Changes

Top Buys

VUG↑ Increased
$1.2M
VTV↑ Increased
$873K
HSCZ↑ Increased
$807K
VO↑ Increased
$766K
DFAI↑ Increased
$645K

Top Sells

AAPL↓ Decreased
$1.5M
SWAN↓ Decreased
$1.5M
SPYD↓ Decreased
$1.2M
VTI↓ Decreased
$928K
MSFT↓ Decreased
$869K

New Positions (3)

$55K · 500 shares
$37K · 300 shares
$12K · 1K shares

Closed Positions (27)

$64K · 447 shares
$47K · 170 shares
$32K · 526 shares
$28K · 35 shares
$28K · 135 shares
$25K · 95 shares
$20K · 235 shares
$17K · 716 shares
$16K · 300 shares
$16K · 200 shares
$16K · 560 shares
$15K · 80 shares
$14K · 700 shares
$13K · 170 shares
$12K · 200 shares
$10K · 30 shares
$9K · 131 shares
$9K · 207 shares
$9K · 100 shares
$8K · 12 shares
$8K · 474 shares
$7K · 103 shares
$6K · 200 shares
$6K · 138 shares
$2K · 100 shares
$1K · 8 shares
$0 · 1 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services171$241.7M55.4%
Technology40$43.9M10.1%
Utilities17$37.2M8.5%
Industrials36$31.0M7.1%
Unknown20$26.7M6.1%
Healthcare19$18.2M4.2%
Consumer Defensive14$18.0M4.1%
Consumer Cyclical18$9.3M2.1%
Energy17$4.4M1.0%
Basic Materials10$3.1M0.7%
Communication Services10$1.4M0.3%
Real Estate5$1.3M0.3%