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Funds / Alerus Financial Na
Institutional Fund

Alerus Financial Na

Grand Forks, NDCIK 9194585 filings on record

Portfolio Value
$2.02B
Q1 2026
Holdings
510
Reported positions
New Buys
54
Opened this quarter
QoQ Change
-1.2%
from $2.04B

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Vanguard Index Fds22.4%
  • Dimensional ETF Trust14.2%
  • Ishares Tr4.7%
  • Vanguard Malvern Fds3.6%
  • Ishares Tr3.6%
  • Nvidia Corporation2.9%
  • Other48.5%

Portfolio Holdings

510 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Vanguard Index Fds758.5K$453.26M22.4%+5.0KAdded
2Dimensional ETF Trust8.42M$285.90M14.2%16.4KReduced
3Ishares Tr979.5K$95.23M4.7%+16.8KAdded
4Vanguard Malvern Fds948.8K$73.42M3.6%+11.8KAdded
5Ishares Tr845.8K$73.28M3.6%47.4KReduced
6Nvidia Corporation337.1K$58.79M2.9%2.2KReduced
7Alerus Finl Corp2.24M$53.15M2.6%47.5KReduced
8Apple Inc186.3K$47.29M2.3%120Reduced
9Microsoft Corp105.8K$39.17M1.9%+363Added
10Broadcom Inc116.7K$36.11M1.8%4.0KReduced

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