First PREMIER Bank
SEC Form 13F institutional filer · CIK 0001653926
13F-HR · 190 reported holdings · 2026-03-31
Reported long-US-equity value
$0.00B
Top-10 concentration
48.5%
First PREMIER Bank — $259K AUM allocation strategy
First PREMIER Bank files SEC Form 13F and reports $259K of long US equity value across 190 reported holdings for 2026-03-31.
Its largest sector bet is Financials 13.4%, followed by Information Technology 12.3% and Utilities 9.8%.
The top 10 holdings account for 48% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
First PREMIER Bank — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$259K
total across 190 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
48% of value
higher = narrower conviction; lower = spread / hedging
Biggest trims (shares)
−$IVZ −43.7K sh · −$765−$VTI −5.71K sh · −$3.48K−$BAC −5K sh · −$431
Added from nil (new positions)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals8.9%—
- Electric Utilities7.5%—
- Asset Management & Custody Banks4.7%—
- Pharmaceuticals3.5%—
- Systems Software3.4%—
- Diversified Banks3.0%—
- Multi-Sector Holdings2.9%—
- Transaction & Payment Processing Services2.8%—
- Other holdings63.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 90.6K | $23K | -1.28K | 8.9% |
| $IVZ | Invesco Ltd | 287K | $12.3K | -43.7K | 4.7% |
| $JNJ | Johnson & Johnson | 36.4K | $8.9K | -795 | 3.4% |
| $MSFT | Microsoft Corporation | 23.6K | $8.73K | -175 | 3.4% |
| $JPM | JP Morgan Chase & Co | 26.5K | $7.78K | -140 | 3.0% |
| $DUK | Duke Energy Corporation | 59K | $7.72K | -1.59K | 3.0% |
| $SO | Southern Company | 77.5K | $7.48K | -2.01K | 2.9% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 15.6K | $7.46K | -33 | 2.9% |
…and 182 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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