MondegarAI
ANB BANK

Q1 2025 · 13F-HR

ANB BANKholdings as filed

Filed 2025-05-06 · accession 0002067126-25-000002

$223.8M
Reported value
116
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287507IJHiShares Core S&P Mid-Cap ETF$21.1M9.44%362,070CommonSOLE
78462F103SPYSPDR S&P 500 ETF Trust$15.3M6.83%27,307CommonSOLE
464287465EFAiShares MSCI Eafe ETF$14.3M6.40%175,283CommonSOLE
037833100AAPLApple Inc$10.1M4.51%45,469CommonSOLE
594918104MSFTMicrosoft Corp$8.9M3.96%23,614CommonSOLE
084670702BRK/BBerkshire Hathaway Inc Cl B$7.9M3.51%14,766CommonSOLE
92826C839VVisa Inc Cl A$6.9M3.10%19,780CommonSOLE
02079K107GOOGAlphabet Inc Class C$5.3M2.36%33,755CommonSOLE
002824100ABTAbbott Labs$5.2M2.34%39,547CommonSOLE
464287804IJRiShares Core S&P Small-Cap ETF$4.9M2.21%47,303CommonSOLE
464287606IJKiShares S&P Midcap 400/Grwth ETF$4.1M1.85%49,719CommonSOLE
464287705IJJiShares S&P Midcap 400/Value ETF$4.1M1.84%34,471CommonSOLE
742718109PGProcter & Gamble CO$4.0M1.77%23,184CommonSOLE
023135106AMZNAmazon.Com Inc$3.8M1.72%20,219CommonSOLE
478160104JNJJohnson & Johnson$3.8M1.70%22,888CommonSOLE
863667101SYKStryker Corporation$3.5M1.55%9,309CommonSOLE
464287655IWMiShares Russell 2000 ETF$3.4M1.50%16,882CommonSOLE
053015103ADPAutomatic Data Processing Inc$3.3M1.47%10,754CommonSOLE
452308109ITWIllinois Tool Works Inc$3.2M1.42%12,835CommonSOLE
437076102HDHome Depot Inc$3.1M1.39%8,469CommonSOLE
166764100CVXChevron Corporation$3.1M1.37%18,364CommonSOLE
713448108PEPPepsico Inc$3.0M1.32%19,735CommonSOLE
235851102DHRDanaher Corp$2.9M1.28%13,938CommonSOLE
30231G102XOMExxon Mobil Corp$2.9M1.28%24,007CommonSOLE
22160K105COSTCostco Wholesale Corp$2.8M1.26%2,978CommonSOLE
855244109SBUXStarbucks Corp$2.6M1.17%26,799CommonSOLE
337738108FISVFiserv Inc$2.4M1.09%11,035CommonSOLE
91324P102UNHUnitedhealth Group Inc$2.4M1.07%4,575CommonSOLE
191216100KOCoca Cola CO$2.3M1.05%32,684CommonSOLE
38141G104GSGoldman Sachs Group Inc$2.3M1.02%4,195CommonSOLE
46625H100JPMJPMorgan Chase & CO$2.2M0.96%8,801CommonSOLE
G54950103LINLinde PLC$2.1M0.96%4,606CommonSOLE
654106103NKENike Inc Cl B$2.0M0.91%32,224CommonSOLE
931142103WMTWalmart Inc$1.9M0.86%21,891CommonSOLE
30303M102METAMeta Platforms Inc Cl A$1.8M0.82%3,187CommonSOLE
67066G104NVDANvidia Corp$1.8M0.81%16,783CommonSOLE
94106L109WMWaste Management Inc$1.7M0.77%7,471CommonSOLE
883556102TMOThermo Fisher Scientific Inc$1.7M0.77%3,450CommonSOLE
532457108LLYEli Lilly & CO$1.6M0.71%1,917CommonSOLE
254687106DISDisney Walt Co New$1.5M0.65%14,813CommonSOLE
882508104TXNTexas Instruments Inc$1.4M0.63%7,830CommonSOLE
02079K305GOOGLAlphabet Inc Class A$1.4M0.63%9,091CommonSOLE
03027X100AMTAmerican Tower Corp REIT$1.4M0.62%6,421CommonSOLE
060505104BACBank of America Corp$1.4M0.61%32,627CommonSOLE
09260D107BXBlackstone Inc$1.3M0.58%9,242CommonSOLE
291011104EMREmerson Electric CO$1.3M0.57%11,737CommonSOLE
031162100AMGNAmgen Inc$1.2M0.54%3,868CommonSOLE
911312106UPSUnited Parcel Service Cl B$1.2M0.53%10,692CommonSOLE
579780206MKCMccormick & Co Inc$1.2M0.52%14,100CommonSOLE
464288109ILCViShares Morningstar Value ETF$1.2M0.52%14,241CommonSOLE
464287119ILCGiShares Morningstar Growth ETF$1.1M0.50%13,701CommonSOLE
17275R102CSCOCisco Systems Inc$1.1M0.49%17,890CommonSOLE
458140100INTCIntel Corp$1.1M0.49%48,500CommonSOLE
921910733ESGVVanguard Esg US Stock ETF$1.1M0.49%11,152CommonSOLE
79466L302CRMSalesforce Inc$1.0M0.46%3,862CommonSOLE
21036P108STZConstellation Brands Inc$960,5440.43%5,234CommonSOLE
75513E101RTXRTX Corporation$918,8750.41%6,937CommonSOLE
075887109BDXBecton Dickinson And CO$891,0430.40%3,890CommonSOLE
194162103CLColgate-Palmolive CO$865,2260.39%9,234CommonSOLE
00724F101ADBEAdobe Inc$846,8340.38%2,208CommonSOLE
46435U549EAGGiShares Esg Aware US Aggregate ETF$758,9200.34%15,984CommonSOLE
464287234EEMiShares MSCI Emerging Mkt ETF$714,4950.32%16,350CommonSOLE
459200101IBMInternational Business Machines$699,9780.31%2,815CommonSOLE
009158106APDAir Products & Chemicals Inc$691,8820.31%2,346CommonSOLE
92206C409VCSHVanguard Short Term Corp Bond ETF$656,3860.29%8,315CommonSOLE
92343V104VZVerizon Communications Inc.$642,9330.29%14,174CommonSOLE
345370860FFord Motor CO$607,6270.27%60,581CommonSOLE
921910725VSGXVanguard Esg International Stock ETF$607,5530.27%10,301CommonSOLE
776696106ROPRoper Technologies Inc$601,3720.27%1,020CommonSOLE
806857108SLBSchlumberger Ltd ADR$588,2510.26%14,073CommonSOLE
464287168DVYiShares DJ Select Dividend ETF$568,8520.25%4,236CommonSOLE
74144T108TROWT Rowe Price Group Inc$550,9440.25%5,997CommonSOLE
097023105BABoeing CO$495,9590.22%2,908CommonSOLE
773903109ROKRockwell Automation Inc$437,9550.20%1,695CommonSOLE
443201108HWMHowmet Aerospace Inc$418,8980.19%3,229CommonSOLE
85208M102SFMSprouts Farmers Market Inc$395,6430.18%2,592CommonSOLE
760759100RSGRepublic Services Inc$381,4020.17%1,575CommonSOLE
11135F101AVGOBroadcom Inc$378,3910.17%2,260CommonSOLE
29082A107EMBJEmbraer ADR$357,5880.16%7,740CommonSOLE
90353T100UBERUber Technologies Inc$322,2600.14%4,423CommonSOLE
62482R10707WAMr. Cooper Group Inc$312,2760.14%2,611CommonSOLE
40171V100GWREGuidewire Software Inc$297,9020.13%1,590CommonSOLE
21044C107ROADConstruction Partners Inc$295,0260.13%4,105CommonSOLE
204166102CVLTCommvault Systems Inc$287,5960.13%1,823CommonSOLE
441593100HLIHoulihan Lokey/sh Cl B$284,4020.13%1,761CommonSOLE
72147K108PPCPilgrim`s Pride Corp.$284,0520.13%5,211CommonSOLE
913915104UTIUniversal Technical Institute Inc$283,8410.13%11,053CommonSOLE
03820C105AITApplied Industrial Technologies Inc$277,1680.12%1,230CommonSOLE
29084Q100EMEEmcor Group Inc$273,8960.12%741CommonSOLE
57636Q104MAMastercard Inc Cl A$271,3190.12%495CommonSOLE
81762P102NOWServicenow Inc$265,9110.12%334CommonSOLE
632307104NTRANatera Inc/sh Sh$261,0430.12%1,846CommonSOLE
053604104AVPTAvePoint Inc$260,3390.12%18,029CommonSOLE
74164M108PRIPrimerica Inc$256,9310.11%903CommonSOLE
65473P105NINisource Inc$255,2530.11%6,367CommonSOLE
315616102FFIVF5 Networks Inc/sh$251,3590.11%944CommonSOLE
M2682V108CYBRCyberark Software Ltd$249,4440.11%738CommonSOLE
464287408IVEiShares S&P 500 Value ETF$248,7070.11%1,305CommonSOLE
147528103CASYCasey`s General Stores, Inc.$245,2330.11%565CommonSOLE
296315104ESEEsco Technologies Inc$241,8620.11%1,520CommonSOLE
861896108SNEXStonex Group$231,6610.10%3,033CommonSOLE
86333M108LRNStride Inc/sh Pp$231,1160.10%1,827CommonSOLE
38526M106LOPEGrand Canyon Education Inc$230,4630.10%1,332CommonSOLE
144285103CRSCarpenter Technology Corp$228,6490.10%1,262CommonSOLE
G7S00T104PNRPentair ADR$226,1360.10%2,585CommonSOLE
75524B104RBCRBC Bearings$223,3080.10%694CommonSOLE
50155Q100KDKyndryl Holdings Inc$220,2080.10%7,013CommonSOLE
169656105CMGChipotle Mexican Grill Inc$215,2000.10%4,286CommonSOLE
231561101CWCurtiss-wright Corp.$210,6670.09%664CommonSOLE
464287309IVWiShares S&P 500 Growth ETF$210,1670.09%2,264CommonSOLE
377322102GKOSGlaukos Corporation$207,3710.09%2,107CommonSOLE
00206R102TAT&T Inc$205,7090.09%7,274CommonSOLE
26969P108EXPEagle Materials Inc$203,0660.09%915CommonSOLE
493267108KEYKeyCorp$202,5930.09%12,670CommonSOLE
74736L109QTWOQ2 Holdings Inc/sh$202,5050.09%2,531CommonSOLE
42226A107HQYHealthequity In/sh$200,4230.09%2,268CommonSOLE

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.