OLD SECOND NATIONAL BANK OF AURORA

data from 30/09/2025

Capitalization

$ 485.402 M 5.98 %

Average holding period

29 ans

Performance

$ -6.250 T 666 545.29 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in OLD SECOND NATIONAL BANK OF AURORA

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MFS Active International ETF 8.18% 39.721 M $ 1344642 2024/12/31 1.453 M $ 3.83 %
2025/09/30 IJH Ishares Core S&P Midcap ETF 6.27% 30.431 M $ 466309 2021/09/30 1.585 M $ 5.22 %
2025/09/30 NVDA Nvidia Corporation 4.95% 24.031 M $ 128795 2013/06/30 3.796 M $ 18.10 %
2025/09/30 MSFT Microsoft Corp 3.93% 19.053 M $ 36786 2009/03/31 777.397 K $ 4.13 %
2025/09/30 AVGO Broadcom Inc 3.78% 18.333 M $ 55570 2018/06/30 3.099 M $ 19.68 %
2025/09/30 AAPL Apple Computer Inc 2.97% 14.431 M $ 56675 2009/12/31 2.796 M $ 24.11 %
2025/09/30 GOOGL Alphabet Class A 2.71% 13.175 M $ 54196 2015/12/31 3.633 M $ 37.94 %
2025/09/30 VGK Vanguard FTSE Europe ETF 2.65% 12.885 M $ 161471 2020/09/30 386.457 K $ 2.97 %
2025/09/30 JPM J P Morgan Chase & Co 2.49% 12.095 M $ 38343 2012/06/30 1.010 M $ 8.80 %
2025/09/30 BSCQ Invesco BulletShares 2026 Corp Bond ETF 2.41% 11.674 M $ 596814 2023/03/31 24.763 K $ 0.20 %
2025/09/30 FLIN Franklin FTSE India ETF 2.40% 11.661 M $ 312723 2024/03/31 -783.813 K $ -6.38 %
2025/09/30 BLK Blackrock Financial Class B 1.77% 8.583 M $ 7362 2024/12/31 873.133 K $ 11.11 %
2025/09/30 MS Morgan Stanley 1.72% 8.372 M $ 52666 2019/12/31 961.327 K $ 12.85 %
2025/09/30 VEA Vanguard FTSE Developed Markets ETF 1.58% 7.649 M $ 127646 2016/09/30 367.806 K $ 5.10 %
2025/09/30 KLAC KLA Corp 1.55% 7.523 M $ 6975 2020/09/30 1.296 M $ 20.41 %
2025/09/30 BSCR Invesco Bulletshares 2027 ETF 1.54% 7.484 M $ 379703 2024/09/30 20.599 K $ 0.31 %
2025/09/30 AMZN Amazon.com Inc. 1.53% 7.445 M $ 33908 2013/06/30 5.934 K $ 0.08 %
2025/09/30 VNQ Vanguard REIT-ETF 1.50% 7.280 M $ 79632 2013/06/30 275.747 K $ 2.65 %
2025/09/30 CMI Cummins Inc. 1.48% 7.173 M $ 16982 2017/12/31 1.572 M $ 28.97 %
2025/09/30 LLY Eli Lilly & Co 1.44% 6.979 M $ 9147 2009/03/31 -129.859 K $ -2.12 %
2025/09/30 VT Vanguard Total World Stock ETF 1.43% 6.940 M $ 50366 2025/03/31 470.050 K $ 7.22 %
2025/09/30 SPY SPDR S&P 500 ETF 1.40% 6.796 M $ 10202 2014/12/31 496.010 K $ 7.82 %
2025/09/30 GLW Corning Inc 1.38% 6.721 M $ 81934 2020/03/31 2.375 M $ 55.98 %
2025/09/30 BX Blackstone Inc 1.29% 6.265 M $ 36670 2023/03/31 780.928 K $ 14.22 %
2025/09/30 PHM Pulte Homes, Inc 1.11% 5.370 M $ 40645 2014/03/31 1.111 M $ 25.29 %
2025/09/30 JNJ Johnson & Johnson 1.10% 5.340 M $ 28802 2009/03/31 955.434 K $ 21.39 %
2025/09/30 BSJQ Invesco Bulletshares 2026 High Yld ETF 1.02% 4.975 M $ 212565 2024/06/30 16.860 K $ 0.34 %
2025/09/30 PEP Pepsico Inc. 0.97% 4.706 M $ 33508 2009/03/31 229.093 K $ 6.36 %
2025/09/30 NOC Northrop Grumman Corp 0.94% 4.558 M $ 7481 2023/09/30 827.922 K $ 21.87 %
2025/09/30 SOFI Sofi Technologies Inc 0.93% 4.527 M $ 171330 2022/03/31 2.495 M $ 45.09 %
2025/09/30 ABBV Abbvie Inc 0.93% 4.523 M $ 19536 2013/03/31 930.614 K $ 24.74 %
2025/09/30 ZTS Zoetis Inc 0.90% 4.380 M $ 29933 2020/06/30 -131.863 K $ -6.18 %
2025/09/30 MET Metlife Inc 0.89% 4.332 M $ 52592 2013/03/31 101.905 K $ 2.42 %
2025/09/30 COF Capital One Financial 0.81% 3.932 M $ 18497 2024/12/31 -3.095 K $ -0.08 %
2025/09/30 SPLG SPDR S&P 500 Portfolio ETF 0.81% 3.932 M $ 50192 2021/06/30 273.657 K $ 7.77 %
2025/09/30 ETN Eaton Corp PLC 0.79% 3.823 M $ 10215 2015/03/31 183.646 K $ 4.83 %
2025/09/30 ABT Abbott Laboratories 0.78% 3.774 M $ 28174 2009/03/31 -58.003 K $ -1.52 %
2025/09/30 VLO Valero Energy Corp 0.76% 3.675 M $ 21585 2017/09/30 773.857 K $ 26.66 %
2025/09/30 MA Mastercard Inc. 0.71% 3.470 M $ 6100 2015/03/31 45.396 K $ 1.22 %
2025/09/30 NSC Norfolk Southern Corp 0.69% 3.325 M $ 11068 2011/09/30 491.417 K $ 17.36 %
2025/09/30 VIK Viking Holdings Ltd. 0.67% 3.258 M $ 52407 2025/06/30 420.686 K $ 16.64 %
2025/09/30 PLD Prologis Inc 0.64% 3.109 M $ 27151 2023/09/30 245.556 K $ 8.94 %
2025/09/30 PG Procter & Gamble Co 0.64% 3.107 M $ 20219 2009/03/31 -120.164 K $ -3.56 %
2025/09/30 XLE SPDR Energy Sector ETF 0.63% 3.070 M $ 34368 2020/03/31 155.813 K $ 5.34 %
2025/09/30 BMI Badger Meter Inc 0.63% 3.062 M $ 17144 2021/06/30 -1.112 M $ -27.10 %
2025/09/30 EOG EOG Resources Inc 0.63% 3.056 M $ 27255 2021/09/30 -197.750 K $ -6.26 %
2025/09/30 NEE Nextera Energy Inc 0.58% 2.835 M $ 37561 2013/06/30 218.125 K $ 8.74 %
2025/09/30 HD Home Depot Inc 0.57% 2.755 M $ 6800 2013/06/30 269.425 K $ 10.51 %
2025/09/30 CIBR First Trust Cybersecurity ETF 0.57% 2.753 M $ 36216 2022/06/30 15.792 K $ 0.57 %
2025/09/30 SYK Stryker Corp 0.56% 2.694 M $ 7288 2013/06/30 -189.949 K $ -6.56 %
2025/09/30 CVX Chevron Corp 0.55% 2.676 M $ 17231 2009/03/31 209.184 K $ 8.45 %
2025/09/30 ROP Roper Industries Inc 0.52% 2.525 M $ 5063 2015/12/31 -385.797 K $ -12.02 %
2025/09/30 WMT Wal-Mart Stores Inc 0.52% 2.515 M $ 24400 2009/03/31 133.140 K $ 5.40 %
2025/09/30 WELL Welltower Inc 0.52% 2.504 M $ 14058 2015/12/31 350.771 K $ 15.88 %
2025/09/30 COST Costco Wholesale Corp 0.50% 2.438 M $ 2634 2013/06/30 -171.450 K $ -6.50 %
2025/09/30 PEG Public Service Enterprise Group Inc 0.49% 2.399 M $ 28747 2017/06/30 -20.772 K $ -0.86 %
2025/09/30 DHR Danaher Corp 0.49% 2.384 M $ 12026 2015/12/31 8.561 K $ 0.36 %
2025/09/30 ENB Enbridge Inc 0.48% 2.340 M $ 46378 2017/03/31 242.998 K $ 11.34 %
2025/09/30 UPS United Parcel Service Inc Class B 0.47% 2.271 M $ 27191 2009/03/31 -474.300 K $ -17.25 %
2025/09/30 MCD McDonalds Corp 0.47% 2.269 M $ 7465 2009/03/31 88.333 K $ 4.01 %
2025/09/30 IVV Ishares S & P 500 ETF 0.47% 2.258 M $ 3374 2016/03/31 163.301 K $ 7.80 %
2025/09/30 QCOM Qualcomm Inc 0.46% 2.252 M $ 13539 2010/03/31 94.479 K $ 4.46 %
2025/09/30 MDY SPDR S&P Midcap 400 ETF 0.44% 2.128 M $ 3571 2014/12/31 106.557 K $ 5.22 %
2025/09/30 HON Honeywell Intl Inc 0.44% 2.118 M $ 10062 2013/06/30 -223.553 K $ -9.61 %
2025/09/30 SBUX Starbucks Corp 0.43% 2.099 M $ 24812 2017/03/31 -171.553 K $ -7.67 %
2025/09/30 DIS Walt Disney Co 0.43% 2.079 M $ 18156 2009/03/31 -185.140 K $ -7.67 %
2025/09/30 APTV Aptiv PLC 0.43% 2.071 M $ 24015 2024/12/31 422.352 K $ 26.39 %
2025/09/30 PKG Packaging Corp of America 0.41% 1.975 M $ 9062 2020/03/31 270.685 K $ 15.64 %
2025/09/30 ADBE Adobe Systems Inc. 0.36% 1.725 M $ 4889 2019/09/30 -158.090 K $ -8.82 %
2025/09/30 CMG Chipotle Mexican Grill Inc 0.35% 1.685 M $ 42992 2025/03/31 -656.691 K $ -30.20 %
2025/09/30 VPU Vanguard Utilities ETF 0.32% 1.531 M $ 8081 2020/06/30 106.334 K $ 7.31 %
2025/09/30 INGR Ingredion Inc 0.31% 1.482 M $ 12139 2024/12/31 -160.377 K $ -9.96 %
2025/09/30 ORCL Oracle Corp 0.29% 1.407 M $ 5002 2009/03/31 338.219 K $ 28.64 %
2025/09/30 AES Aes Corp 0.27% 1.334 M $ 101349 2020/03/31 262.152 K $ 25.10 %
2025/09/30 IEFA Ishares Core MSCI Eafe ETF 0.20% 960.061 K $ 10996 2024/06/30 42.114 K $ 4.59 %
2025/09/30 FITB Fifth Third Bancorp 0.18% 892.515 K $ 20034 2013/06/30 67.969 K $ 8.32 %
2025/09/30 VTV Vanguard Value ETF 0.17% 813.842 K $ 4364 2014/12/31 45.474 K $ 5.52 %
2025/09/30 CMCSA Comcast Corp New Class A 0.16% 782.547 K $ 24906 2013/06/30 -106.946 K $ -11.96 %
2025/09/30 VOO Vanguard S&P 500 ETF 0.16% 765.475 K $ 1250 2024/09/30 55.437 K $ 7.81 %
2025/09/30 IWR Ishares Russell Midcap ETF 0.15% 751.159 K $ 7780 2014/12/31 35.632 K $ 4.98 %
2025/09/30 PM Philip Morris Intl Inc 0.14% 679.618 K $ 4190 2009/03/31 -96.261 K $ -10.94 %
2025/09/30 IVW Ishares S&P 500 Growth Index 0.13% 652.009 K $ 5401 2024/06/30 61.606 K $ 9.65 %
2025/09/30 JQUA JP Morgan US Quality Factor ETF 0.13% 629.666 K $ 10009 2024/06/30 28.625 K $ 4.76 %
2025/09/30 DIA SPDR Dow Jones Industrial Average ETF 0.13% 619.557 K $ 1336 2014/12/31 30.848 K $ 5.24 %
2025/09/30 IWM Ishares Russell 2000 ETF 0.13% 611.675 K $ 2528 2014/12/31 66.157 K $ 12.13 %
2025/09/30 VB Vanguard Small Cap ETF 0.12% 606.458 K $ 2385 2014/12/31 41.260 K $ 7.30 %
2025/09/30 XOM Exxon Mobil Corp 0.12% 602.423 K $ 5343 2009/03/31 26.324 K $ 4.59 %
2025/09/30 MRK Merck & Co Inc 0.11% 555.281 K $ 6616 2009/12/31 31.586 K $ 6.03 %
2025/09/30 WM Waste Management Co 0.11% 548.321 K $ 2483 2009/12/31 -20.158 K $ -3.49 %
2025/09/30 SPEM SPDR Emerging Market ETF 0.11% 546.554 K $ 11676 2017/12/31 47.655 K $ 9.52 %
2025/09/30 CMA Comerica Inc 0.11% 540.280 K $ 7885 2013/06/30 69.939 K $ 14.87 %
2025/09/30 TMO Thermo Fisher Scientific Inc. 0.11% 529.157 K $ 1091 2015/09/30 86.799 K $ 19.62 %
2025/09/30 SPMD SPDR S&P 400 Mid Cap ETF 0.11% 520.143 K $ 9095 2018/12/31 25.686 K $ 5.17 %
2025/09/30 CSCO Cisco Systems Inc 0.11% 517.529 K $ 7564 2009/03/31 -7.253 K $ -1.38 %
2025/09/30 BSMQ Invesco BulletShares 2026 Muni Bond ETF 0.11% 514.316 K $ 21770 2023/03/31 402.000 $ 0.30 %
2025/09/30 SPDW SPDR Developed World ETF 0.10% 501.798 K $ 11727 2017/12/31 27.135 K $ 5.68 %
2025/09/30 QQQ Invesco QQQ Trust 0.10% 480.296 K $ 800 2018/06/30 38.984 K $ 8.83 %
2025/09/30 SPSM SPDR S&P 600 Small Cap ETF 0.10% 478.393 K $ 10328 2018/12/31 38.576 K $ 8.73 %
2025/09/30 WEC WEC Energy Group Inc 0.10% 477.955 K $ 4171 2015/09/30 43.336 K $ 9.97 %
2025/09/30 EFA Ishares MSCI EAFE ETF 0.10% 473.386 K $ 5070 2014/12/31 20.178 K $ 4.45 %