MondegarAI
ANB BANK

Q4 2024 · 13F-HR

ANB BANKholdings as filed

Filed 2025-05-06 · accession 0002067126-25-000001

$227.8M
Reported value
115
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287507IJHiShares Core S&P Mid-Cap ETF$21.6M9.48%346,397CommonSOLE
78462F103SPYSPDR S&P 500 ETF Trust$14.2M6.25%24,283CommonSOLE
464287465EFAiShares MSCI Eafe ETF$13.4M5.87%176,975CommonSOLE
037833100AAPLApple Inc$12.0M5.27%47,897CommonSOLE
594918104MSFTMicrosoft Corp$9.9M4.37%23,606CommonSOLE
084670702BRK/BBerkshire Hathaway Inc Cl B$6.9M3.01%15,132CommonSOLE
02079K107GOOGAlphabet Inc Class C$6.7M2.92%34,933CommonSOLE
92826C839VVisa Inc Cl A$6.5M2.85%20,508CommonSOLE
464287804IJRiShares Core S&P Small-Cap ETF$5.4M2.38%47,131CommonSOLE
002824100ABTAbbott Labs$4.5M1.99%40,160CommonSOLE
464287606IJKiShares S&P Midcap 400/Grwth ETF$4.5M1.96%49,129CommonSOLE
023135106AMZNAmazon.Com Inc$4.4M1.93%20,022CommonSOLE
464287705IJJiShares S&P Midcap 400/Value ETF$4.3M1.88%34,269CommonSOLE
742718109PGProcter & Gamble CO$4.0M1.74%23,573CommonSOLE
464287655IWMiShares Russell 2000 ETF$3.6M1.57%16,217CommonSOLE
863667101SYKStryker Corporation$3.4M1.49%9,445CommonSOLE
478160104JNJJohnson & Johnson$3.3M1.47%23,078CommonSOLE
437076102HDHome Depot Inc$3.3M1.45%8,510CommonSOLE
452308109ITWIllinois Tool Works Inc$3.3M1.45%12,993CommonSOLE
235851102DHRDanaher Corp$3.2M1.43%14,143CommonSOLE
053015103ADPAutomatic Data Processing Inc$3.2M1.41%10,944CommonSOLE
713448108PEPPepsico Inc$3.0M1.33%19,926CommonSOLE
22160K105COSTCostco Wholesale Corp$3.0M1.32%3,286CommonSOLE
166764100CVXChevron Corporation$2.7M1.17%18,342CommonSOLE
30231G102XOMExxon Mobil Corp$2.6M1.12%23,770CommonSOLE
38141G104GSGoldman Sachs Group Inc$2.5M1.09%4,350CommonSOLE
855244109SBUXStarbucks Corp$2.5M1.09%27,261CommonSOLE
654106103NKENike Inc Cl B$2.5M1.09%32,841CommonSOLE
931142103WMTWalmart Inc$2.4M1.06%26,749CommonSOLE
337738108FISVFiserv Inc$2.3M1.00%11,110CommonSOLE
91324P102UNHUnitedhealth Group Inc$2.3M1.00%4,485CommonSOLE
46625H100JPMJPMorgan Chase & CO$2.2M0.96%9,101CommonSOLE
30303M102METAMeta Platforms Inc Cl A$2.1M0.92%3,571CommonSOLE
67066G104NVDANvidia Corp$2.1M0.91%15,473CommonSOLE
191216100KOCoca Cola CO$2.1M0.91%33,259CommonSOLE
G54950103LINLinde PLC$2.0M0.86%4,681CommonSOLE
883556102TMOThermo Fisher Scientific Inc$1.8M0.79%3,444CommonSOLE
254687106DISDisney Walt Co New$1.8M0.77%15,732CommonSOLE
02079K305GOOGLAlphabet Inc Class A$1.7M0.75%9,036CommonSOLE
09260D107BXBlackstone Inc$1.6M0.70%9,195CommonSOLE
94106L109WMWaste Management Inc$1.6M0.68%7,695CommonSOLE
060505104BACBank of America Corp$1.5M0.66%34,162CommonSOLE
532457108LLYEli Lilly & CO$1.5M0.65%1,915CommonSOLE
291011104EMREmerson Electric CO$1.5M0.64%11,840CommonSOLE
882508104TXNTexas Instruments Inc$1.4M0.62%7,493CommonSOLE
911312106UPSUnited Parcel Service Cl B$1.3M0.58%10,540CommonSOLE
464287119ILCGiShares Morningstar Growth ETF$1.3M0.56%14,210CommonSOLE
79466L302CRMSalesforce Inc$1.3M0.55%3,754CommonSOLE
03027X100AMTAmerican Tower Corp REIT$1.2M0.55%6,802CommonSOLE
464288109ILCViShares Morningstar Value ETF$1.2M0.51%14,394CommonSOLE
921910733ESGVVanguard Esg US Stock ETF$1.1M0.49%10,602CommonSOLE
579780206MKCMccormick & Co Inc$1.1M0.48%14,310CommonSOLE
17275R102CSCOCisco Systems Inc$1.0M0.46%17,736CommonSOLE
031162100AMGNAmgen Inc$994,8630.44%3,817CommonSOLE
458140100INTCIntel Corp$943,2320.41%47,044CommonSOLE
075887109BDXBecton Dickinson And CO$912,0170.40%4,020CommonSOLE
00724F101ADBEAdobe Inc$909,8150.40%2,046CommonSOLE
194162103CLColgate-Palmolive CO$851,2810.37%9,364CommonSOLE
75513E101RTXRTX Corporation$820,2230.36%7,088CommonSOLE
25243Q205DEODiageo PLC Spons ADR$803,7160.35%6,322CommonSOLE
21036P108STZConstellation Brands Inc$772,8370.34%3,497CommonSOLE
46435U549EAGGiShares Esg Aware US Aggregate ETF$699,2940.31%15,058CommonSOLE
464287234EEMiShares MSCI Emerging Mkt ETF$695,6340.31%16,634CommonSOLE
009158106APDAir Products & Chemicals Inc$680,4340.30%2,346CommonSOLE
74144T108TROWT Rowe Price Group Inc$678,8790.30%6,003CommonSOLE
92206C409VCSHVanguard Short Term Corp Bond ETF$650,9930.29%8,345CommonSOLE
459200101IBMInternational Business Machines$604,7520.27%2,751CommonSOLE
345370860FFord Motor CO$583,2590.26%58,915CommonSOLE
92343V104VZVerizon Communications Inc.$575,3360.25%14,387CommonSOLE
464287168DVYiShares DJ Select Dividend ETF$557,8510.24%4,249CommonSOLE
921910725VSGXVanguard Esg International Stock ETF$545,4540.24%9,620CommonSOLE
097023105BABoeing CO$528,5220.23%2,986CommonSOLE
806857108SLBSchlumberger Ltd ADR$520,7720.23%13,583CommonSOLE
11135F101AVGOBroadcom Inc$506,3380.22%2,184CommonSOLE
773903109ROKRockwell Automation Inc$498,7030.22%1,745CommonSOLE
443201108HWMHowmet Aerospace Inc$432,2300.19%3,952CommonSOLE
199908104FIXComfort Systems USA Inc$402,8570.18%950CommonSOLE
85208M102SFMSprouts Farmers Market Inc$395,6960.17%3,114CommonSOLE
21044C107ROADConstruction Partners Inc$348,6210.15%3,941CommonSOLE
760759100RSGRepublic Services Inc$333,1540.15%1,656CommonSOLE
29977A105EVREvercore Inc Cl A$330,1330.14%1,191CommonSOLE
29084Q100EMEEmcor Group Inc$328,6240.14%724CommonSOLE
81762P102NOWServicenow Inc$321,2170.14%303CommonSOLE
377322102GKOSGlaukos Corporation$305,8780.13%2,040CommonSOLE
169656105CMGChipotle Mexican Grill Inc$299,9920.13%4,975CommonSOLE
441593100HLIHoulihan Lokey/sh Cl B$299,7370.13%1,726CommonSOLE
03820C105AITApplied Industrial Technologies Inc$291,1960.13%1,216CommonSOLE
053604104AVPTAvePoint Inc$288,8590.13%17,496CommonSOLE
632307104NTRANatera Inc/sh Sh$285,8900.13%1,806CommonSOLE
57636Q104MAMastercard Inc Cl A$285,4010.13%542CommonSOLE
913915104UTIUniversal Technical Institute Inc$283,1960.12%11,015CommonSOLE
29082A107EMBJEmbraer ADR$278,4750.12%7,592CommonSOLE
204166102CVLTCommvault Systems Inc$268,1670.12%1,777CommonSOLE
464287408IVEiShares S&P 500 Value ETF$263,2230.12%1,379CommonSOLE
184496107CLHClean Harbors Inc$262,8200.12%1,142CommonSOLE
40171V100GWREGuidewire Software Inc$258,9390.11%1,536CommonSOLE
74736L109QTWOQ2 Holdings Inc/sh$257,6640.11%2,560CommonSOLE
315616102FFIVF5 Networks Inc/sh$256,2480.11%1,019CommonSOLE
G7S00T104PNRPentair ADR$255,6260.11%2,540CommonSOLE
50155Q100KDKyndryl Holdings Inc$253,6180.11%7,330CommonSOLE
62482R10707WAMr. Cooper Group Inc$250,9700.11%2,614CommonSOLE
90353T100UBERUber Technologies Inc$246,7090.11%4,090CommonSOLE
M2682V108CYBRCyberark Software Ltd$244,1990.11%733CommonSOLE
74164M108PRIPrimerica Inc$242,3780.11%893CommonSOLE
72147K108PPCPilgrim`s Pride Corp.$234,9840.10%5,177CommonSOLE
464287309IVWiShares S&P 500 Growth ETF$229,8640.10%2,264CommonSOLE
830879102SKYWSkywest Inc$228,3970.10%2,281CommonSOLE
902788108UMBFUMB Financial Inc$228,0900.10%2,021CommonSOLE
144285103CRSCarpenter Technology Corp$222,6600.10%1,312CommonSOLE
46284V101IRMIron Mtn Inc$222,4130.10%2,116CommonSOLE
147528103CASYCasey`s General Stores, Inc.$221,4930.10%559CommonSOLE
26969P108EXPEagle Materials Inc$218,1360.10%884CommonSOLE
493267108KEYKeyCorp$217,4040.10%12,684CommonSOLE
H5919C104ONONOn Holding/regsh Cl-a Chf0.1$214,9720.09%3,925CommonSOLE
358039105FRPTFreshpet Inc$213,7230.09%1,443CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.