Bremer Bank National Association

data from 31/03/2025

Capitalization

$ 561.577 M 11.09 %

Average holding period

17 ans

Performance

$ 252.431 M 65.59 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Bremer Bank National Association

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/03/31 SPY SPDR S&P 500 ETF TR 9.43% 52.942 M $ 94643 2019/03/31 -1.524 M $ -4.55 %
2025/03/31 AGG ISHARES TR 5.54% 31.093 M $ 314328 2019/03/31 630.120 K $ 2.08 %
2025/03/31 ACWI ISHARES TR 4.01% 22.536 M $ 193622 2021/09/30 -214.920 K $ -0.94 %
2025/03/31 AAPL APPLE INC 3.39% 19.031 M $ 85676 2019/03/31 -2.287 M $ -11.30 %
2025/03/31 NVDA NVIDIA CORPORATION 2.50% 14.026 M $ 129415 2019/03/31 -3.434 M $ -19.29 %
2025/03/31 IVV ISHARES TR 2.07% 11.612 M $ 20665 2019/03/31 -562.969 K $ -4.55 %
2025/03/31 IWM ISHARES TR 1.97% 11.076 M $ 55521 2019/03/31 -1.181 M $ -9.72 %
2025/03/31 LLY ELI LILLY & CO 1.96% 11.017 M $ 13339 2019/03/31 689.239 K $ 6.98 %
2025/03/31 VGIT VANGUARD SCOTTSDALE FDS 1.92% 10.760 M $ 181149 2022/12/31 253.608 K $ 2.41 %
2025/03/31 TSM TAIWAN SEMICONDUCTOR MFG LTD 1.77% 9.932 M $ 59832 2021/12/31 -1.822 M $ -15.95 %
2025/03/31 IJH ISHARES TR 1.76% 9.909 M $ 169813 2019/03/31 -643.072 K $ -6.36 %
2025/03/31 MSFT MICROSOFT CORP 1.71% 9.595 M $ 25561 2019/03/31 -1.128 M $ -10.94 %
2025/03/31 NFLX NETFLIX INC 1.69% 9.473 M $ 10158 2019/03/31 403.610 K $ 4.62 %
2025/03/31 IWB ISHARES TR 1.64% 9.230 M $ 30091 2025/03/31 0.000 $ 0.00 %
2025/03/31 EWW ISHARES INC 1.64% 9.194 M $ 180407 2024/12/31 746.884 K $ 8.84 %
2025/03/31 IEFA ISHARES TR 1.57% 8.806 M $ 116403 2019/03/31 629.836 K $ 7.64 %
2025/03/31 IDEV ISHARES TR 1.43% 8.054 M $ 116913 2024/03/31 543.774 K $ 6.86 %
2025/03/31 CMG CHIPOTLE MEXICAN GRILL INC 1.43% 8.040 M $ 160128 2020/06/30 -1.498 M $ -16.73 %
2025/03/31 TMUS T-MOBILE US INC 1.43% 8.020 M $ 30069 2021/12/31 1.295 M $ 20.83 %
2025/03/31 AMP AMERIPRISE FINL INC 1.40% 7.854 M $ 16224 2019/03/31 -740.938 K $ -9.08 %
2025/03/31 VOO VANGUARD INDEX FDS 1.39% 7.814 M $ 15205 2022/03/31 -378.604 K $ -4.62 %
2025/03/31 COST COSTCO WHSL CORP NEW 1.38% 7.761 M $ 8206 2019/03/31 221.413 K $ 3.22 %
2025/03/31 VYM VANGUARD WHITEHALL FDS 1.37% 7.690 M $ 59633 2019/03/31 81.697 K $ 1.07 %
2025/03/31 ANET ARISTA NETWORKS INC 1.33% 7.492 M $ 96698 2025/03/31 0.000 $ 0.00 %
2025/03/31 META META PLATFORMS INC 1.22% 6.843 M $ 11872 2019/03/31 -100.155 K $ -1.56 %
2025/03/31 TT TRANE TECHNOLOGIES PLC 1.21% 6.797 M $ 20173 2024/03/31 -610.981 K $ -8.78 %
2025/03/31 IBM INTERNATIONAL BUSINESS MACHS 1.18% 6.646 M $ 26727 2019/03/31 691.833 K $ 13.11 %
2025/03/31 BX BLACKSTONE INC 1.14% 6.390 M $ 45717 2021/06/30 -1.408 M $ -18.93 %
2025/03/31 AXP AMERICAN EXPRESS CO 1.13% 6.338 M $ 23558 2023/12/31 -622.818 K $ -9.35 %
2025/03/31 DIA SPDR DOW JONES INDL AVERAGE 1.12% 6.270 M $ 14934 2021/06/30 -83.929 K $ -1.32 %
2025/03/31 ORCL ORACLE CORP 1.09% 6.098 M $ 43616 2019/03/31 -113.142 K $ -16.10 %
2025/03/31 GEHC GE HEALTHCARE TECHNOLOGIES I 1.06% 5.968 M $ 73940 2024/12/31 161.497 K $ 3.24 %
2025/03/31 DKS DICKS SPORTING GOODS INC 1.05% 5.918 M $ 29360 2024/06/30 -720.437 K $ -11.92 %
2025/03/31 PG PROCTER AND GAMBLE CO 0.97% 5.461 M $ 32044 2019/03/31 81.277 K $ 1.65 %
2025/03/31 IJR ISHARES TR 0.95% 5.337 M $ 51036 2019/03/31 -508.175 K $ -9.24 %
2025/03/31 PWR QUANTA SVCS INC 0.94% 5.301 M $ 20854 2022/09/30 -1.188 M $ -19.58 %
2025/03/31 ZTS ZOETIS INC 0.94% 5.289 M $ 32120 2025/03/31 0.000 $ 0.00 %
2025/03/31 MA MASTERCARD INCORPORATED 0.94% 5.285 M $ 9642 2019/03/31 195.156 K $ 4.09 %
2025/03/31 KR KROGER CO 0.92% 5.190 M $ 76667 2024/06/30 461.926 K $ 10.70 %
2025/03/31 XLB SELECT SECTOR SPDR TR 0.90% 5.039 M $ 58602 2025/03/31 0.000 $ 0.00 %
2025/03/31 XLI SELECT SECTOR SPDR TR 0.90% 5.035 M $ 38413 2025/03/31 0.000 $ 0.00 %
2025/03/31 PSX PHILLIPS 66 0.89% 5.007 M $ 40553 2023/12/31 353.015 K $ 8.38 %
2025/03/31 SO SOUTHERN CO 0.86% 4.836 M $ 52595 2019/03/31 471.609 K $ 11.70 %
2025/03/31 SHEL SHELL PLC 0.85% 4.758 M $ 64926 2023/12/31 649.865 K $ 16.97 %
2025/03/31 SOXX ISHARES TR 0.84% 4.735 M $ 25166 2025/03/31 0.000 $ 0.00 %
2025/03/31 LULU LULULEMON ATHLETICA INC 0.83% 4.635 M $ 16375 2021/12/31 -1.439 M $ -25.98 %
2025/03/31 DD DUPONT DE NEMOURS INC 0.82% 4.619 M $ 61855 2020/09/30 -91.711 K $ -2.06 %
2025/03/31 XBI SPDR SER TR 0.81% 4.556 M $ 56179 2022/03/31 -503.363 K $ -9.95 %
2025/03/31 FIS FIDELITY NATL INFORMATION SV 0.80% 4.512 M $ 60424 2023/09/30 -340.534 K $ -7.54 %
2025/03/31 UNP UNION PAC CORP 0.79% 4.425 M $ 18731 2019/03/31 140.072 K $ 3.60 %
2025/03/31 AMGN AMGEN INC 0.76% 4.247 M $ 13633 2019/03/31 637.851 K $ 19.53 %
2025/03/31 WCLD WISDOMTREE TR 0.75% 4.188 M $ 129055 2022/03/31 -654.308 K $ -13.51 %
2025/03/31 NXPI NXP SEMICONDUCTORS N V 0.70% 3.922 M $ 20638 2022/06/30 -337.600 K $ -8.56 %
2025/03/31 DGX QUEST DIAGNOSTICS INC 0.70% 3.919 M $ 23161 2025/03/31 0.000 $ 0.00 %
2025/03/31 JPM JPMORGAN CHASE & CO. 0.65% 3.648 M $ 14873 2019/03/31 82.726 K $ 2.33 %
2025/03/31 VYMI VANGUARD WHITEHALL FDS 0.63% 3.562 M $ 48343 2021/06/30 19.713 K $ 8.56 %
2025/03/31 J JACOBS SOLUTIONS INC 0.62% 3.501 M $ 28964 2022/12/31 -340.412 K $ -9.53 %
2025/03/31 TOL TOLL BROTHERS INC 0.58% 3.274 M $ 31008 2023/06/30 -589.666 K $ -16.17 %
2025/03/31 AVB AVALONBAY CMNTYS INC 0.56% 3.125 M $ 14561 2022/12/31 -72.695 K $ -2.43 %
2025/03/31 IEMG ISHARES INC 0.45% 2.516 M $ 46624 2024/03/31 80.496 K $ 3.35 %
2025/03/31 GOOG ALPHABET INC 0.44% 2.452 M $ 15694 2019/03/31 -526.868 K $ -17.96 %
2025/03/31 CATH GLOBAL X FDS 0.43% 2.430 M $ 35974 2019/03/31 -117.470 K $ -4.66 %
2025/03/31 BRK-A BERKSHIRE HATHAWAY INC DEL 0.43% 2.395 M $ 3 2019/03/31 352.564 K $ 17.26 %
2025/03/31 IWR ISHARES TR 0.41% 2.284 M $ 26848 2021/03/31 -75.724 K $ -3.77 %
2025/03/31 AMZN AMAZON COM INC 0.39% 2.176 M $ 11437 2019/03/31 -324.828 K $ -13.28 %
2025/03/31 EFA ISHARES TR 0.38% 2.130 M $ 26059 2019/03/31 164.034 K $ 8.09 %
2025/03/31 EEM ISHARES TR 0.38% 2.115 M $ 48388 2019/03/31 92.588 K $ 4.50 %
2025/03/31 BRK-B BERKSHIRE HATHAWAY INC DEL 0.37% 2.056 M $ 3861 2019/03/31 305.384 K $ 17.49 %
2025/03/31 GOOGL ALPHABET INC 0.35% 1.951 M $ 12619 2019/03/31 -416.058 K $ -18.31 %
2025/03/31 HD HOME DEPOT INC 0.28% 1.581 M $ 4315 2019/03/31 -96.930 K $ -5.78 %
2025/03/31 NVR NVR INC 0.26% 1.471 M $ 203 2019/03/31 -189.705 K $ -11.43 %
2025/03/31 TMO THERMO FISHER SCIENTIFIC INC 0.24% 1.352 M $ 2718 2019/03/31 -58.385 K $ -4.35 %
2025/03/31 UNH UNITEDHEALTH GROUP INC 0.23% 1.273 M $ 2430 2019/03/31 39.000 K $ 3.54 %
2025/03/31 CSCO CISCO SYS INC 0.20% 1.115 M $ 18070 2019/03/31 46.640 K $ 4.24 %
2025/03/31 IJJ ISHARES TR 0.19% 1.073 M $ 8962 2019/03/31 -44.915 K $ -4.19 %
2025/03/31 ABT ABBOTT LABS 0.18% 1.016 M $ 7660 2019/03/31 155.597 K $ 17.28 %
2025/03/31 MDY SPDR S&P MIDCAP 400 ETF TR 0.18% 991.206 K $ 1858 2019/03/31 -67.073 K $ -6.34 %
2025/03/31 V VISA INC 0.16% 902.785 K $ 2576 2019/03/31 84.776 K $ 10.89 %
2025/03/31 VTV VANGUARD INDEX FDS 0.15% 860.937 K $ 4984 2019/03/31 17.144 K $ 2.03 %
2025/03/31 AVGO BROADCOM INC 0.15% 838.155 K $ 5006 2020/12/31 -221.956 K $ -27.78 %
2025/03/31 ELV ELEVANCE HEALTH INC 0.14% 777.708 K $ 1788 2019/03/31 121.814 K $ 17.91 %
2025/03/31 MCD MCDONALDS CORP 0.13% 750.001 K $ 2401 2019/03/31 54.131 K $ 7.75 %
2025/03/31 ON ON SEMICONDUCTOR CORP 0.13% 746.987 K $ 18358 2019/03/31 -416.365 K $ -35.46 %
2025/03/31 VCSH VANGUARD SCOTTSDALE FDS 0.13% 725.064 K $ 9185 2019/03/31 10.116 K $ 1.19 %
2025/03/31 DE DEERE & CO 0.13% 717.167 K $ 1528 2019/03/31 81.713 K $ 10.77 %
2025/03/31 URI UNITED RENTALS INC 0.13% 713.185 K $ 1138 2019/03/31 -88.312 K $ -11.04 %
2025/03/31 WFC WELLS FARGO CO NEW 0.13% 705.696 K $ 9830 2019/03/31 15.236 K $ 2.21 %
2025/03/31 HYG ISHARES TR 0.12% 701.490 K $ 8892 2022/06/30 2.340 K $ 0.31 %
2025/03/31 IWF ISHARES TR 0.12% 689.321 K $ 1909 2019/03/31 -77.295 K $ -10.08 %
2025/03/31 WMT WALMART INC 0.12% 680.899 K $ 7756 2019/03/31 -20.124 K $ -2.83 %
2025/03/31 IAGG ISHARES TR 0.12% 678.915 K $ 13581 2024/03/31 901.000 $ 0.14 %
2025/03/31 HON HONEYWELL INTL INC 0.12% 675.271 K $ 3189 2019/03/31 -42.603 K $ -6.26 %
2025/03/31 OTTR OTTER TAIL CORP 0.12% 673.822 K $ 8384 2021/12/31 54.747 K $ 8.84 %
2025/03/31 ABBV ABBVIE INC 0.12% 670.464 K $ 3200 2019/03/31 103.637 K $ 17.91 %
2025/03/31 BKNG BOOKING HOLDINGS INC 0.12% 649.574 K $ 141 2019/03/31 -50.972 K $ -7.28 %
2025/03/31 ESGV VANGUARD WORLD FD 0.11% 634.912 K $ 6482 2024/03/31 -44.985 K $ -6.62 %
2025/03/31 GS GOLDMAN SACHS GROUP INC 0.11% 617.308 K $ 1130 2019/03/31 -29.673 K $ -4.60 %
2025/03/31 BLK BLACKROCK INC 0.11% 616.158 K $ 651 2025/03/31 0.000 $ 0.00 %
2025/03/31 MRK MERCK & CO INC 0.11% 614.856 K $ 6850 2019/03/31 -502.494 K $ -9.77 %
2025/03/31 CSR CENTERSPACE 0.10% 577.764 K $ 8923 2021/03/31 -12.492 K $ -2.12 %