MondegarAI
ANB BANK

Q2 2025 · 13F-HR

ANB BANKholdings as filed

Filed 2025-08-11 · accession 0002067126-25-000003

$222.7M
Reported value
125
Positions
2025-06-30
Period end
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The Brief · ANB BANK · Q2 2025

AI · grounded in 13F

ANB BANK established a new position in the iShares Core S&P Mid-Cap ETF IJH with a purchase of $22.2M. The fund also initiated new stakes in the SPDR S&P 500 ETF Trust SPY for $17.4M and the iShares MSCI Eafe ETF EFA for $14.1M. Additional new positions include Microsoft Corp MSFT at $10.4M and Apple Inc AAPL at $8.4M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287507IJHiShares Core S&P Mid-Cap ETF$22.2M9.97%358,152CommonSOLE
78462F103SPYSPDR S&P 500 ETF Trust$17.4M7.82%28,181CommonSOLE
464287465EFAiShares MSCI Eafe ETF$14.1M6.34%157,964CommonSOLE
594918104MSFTMicrosoft Corp$10.4M4.65%20,830CommonSOLE
037833100AAPLApple Inc$8.4M3.75%40,750CommonSOLE
92826C839VVisa Inc Cl A$6.6M2.96%18,544CommonSOLE
084670702BRK/BBerkshire Hathaway Inc Cl B$6.5M2.92%13,392CommonSOLE
464287804IJRiShares Core S&P Small-Cap ETF$4.9M2.22%45,281CommonSOLE
002824100ABTAbbott Labs$4.9M2.18%35,702CommonSOLE
02079K107GOOGAlphabet Inc Class C$4.8M2.17%27,213CommonSOLE
023135106AMZNAmazon.Com Inc$4.1M1.84%18,664CommonSOLE
67066G104NVDANvidia Corp$3.8M1.69%23,778CommonSOLE
464287606IJKiShares S&P Midcap 400/Grwth ETF$3.6M1.62%39,650CommonSOLE
464287705IJJiShares S&P Midcap 400/Value ETF$3.4M1.53%27,640CommonSOLE
742718109PGProcter & Gamble CO$3.4M1.53%21,354CommonSOLE
478160104JNJJohnson & Johnson$3.3M1.46%21,339CommonSOLE
464287655IWMiShares Russell 2000 ETF$3.2M1.44%14,836CommonSOLE
863667101SYKStryker Corporation$3.1M1.40%7,896CommonSOLE
38141G104GSGoldman Sachs Group Inc$2.9M1.31%4,116CommonSOLE
437076102HDHome Depot Inc$2.9M1.30%7,878CommonSOLE
452308109ITWIllinois Tool Works Inc$2.8M1.27%11,480CommonSOLE
053015103ADPAutomatic Data Processing Inc$2.8M1.27%9,175CommonSOLE
22160K105COSTCostco Wholesale Corp$2.6M1.15%2,586CommonSOLE
166764100CVXChevron Corporation$2.5M1.13%17,598CommonSOLE
46625H100JPMJPMorgan Chase & CO$2.5M1.12%8,636CommonSOLE
713448108PEPPepsico Inc$2.5M1.12%18,842CommonSOLE
30231G102XOMExxon Mobil Corp$2.4M1.09%22,519CommonSOLE
235851102DHRDanaher Corp$2.4M1.06%11,966CommonSOLE
30303M102METAMeta Platforms Inc Cl A$2.2M1.00%3,018CommonSOLE
855244109SBUXStarbucks Corp$2.2M1.00%24,294CommonSOLE
931142103WMTWalmart Inc$2.1M0.94%21,299CommonSOLE
191216100KOCoca Cola CO$2.0M0.91%28,779CommonSOLE
G54950103LINLinde PLC$1.8M0.82%3,906CommonSOLE
254687106DISDisney Walt Co New$1.8M0.81%14,563CommonSOLE
654106103NKENike Inc Cl B$1.8M0.80%25,109CommonSOLE
94106L109WMWaste Management Inc$1.7M0.75%7,329CommonSOLE
337738108FISVFiserv Inc$1.7M0.75%9,685CommonSOLE
882508104TXNTexas Instruments Inc$1.6M0.73%7,880CommonSOLE
02079K305GOOGLAlphabet Inc Class A$1.6M0.72%9,126CommonSOLE
060505104BACBank of America Corp$1.5M0.68%32,240CommonSOLE
532457108LLYEli Lilly & CO$1.5M0.68%1,937CommonSOLE
03027X100AMTAmerican Tower Corp REIT$1.4M0.61%6,166CommonSOLE
09260D107BXBlackstone Inc$1.4M0.61%9,032CommonSOLE
464287119ILCGiShares Morningstar Growth ETF$1.3M0.59%13,648CommonSOLE
79466L302CRMSalesforce Inc$1.3M0.59%4,849CommonSOLE
291011104EMREmerson Electric CO$1.3M0.58%9,752CommonSOLE
459200101IBMInternational Business Machines$1.3M0.57%4,270CommonSOLE
921910733ESGVVanguard Esg US Stock ETF$1.2M0.55%11,152CommonSOLE
464288109ILCViShares Morningstar Value ETF$1.2M0.54%14,548CommonSOLE
883556102TMOThermo Fisher Scientific Inc$1.2M0.54%2,980CommonSOLE
17275R102CSCOCisco Systems Inc$1.2M0.53%16,956CommonSOLE
91324P102UNHUnitedhealth Group Inc$1.1M0.51%3,672CommonSOLE
911312106UPSUnited Parcel Service Cl B$1.1M0.50%10,978CommonSOLE
031162100AMGNAmgen Inc$1.1M0.48%3,860CommonSOLE
75513E101RTXRTX Corporation$991,9140.45%6,793CommonSOLE
11135F101AVGOBroadcom Inc$937,4850.42%3,401CommonSOLE
579780206MKCMccormick & Co Inc$894,6760.40%11,800CommonSOLE
21036P108STZConstellation Brands Inc$848,7010.38%5,217CommonSOLE
N07059210ASMLAsml Holding NV Spons ADR$796,5820.36%994CommonSOLE
46435U549EAGGiShares Esg Aware US Aggregate ETF$765,7740.34%16,108CommonSOLE
92206C409VCSHVanguard Short Term Corp Bond ETF$699,2030.31%8,795CommonSOLE
921910725VSGXVanguard Esg International Stock ETF$685,5890.31%10,467CommonSOLE
345370860FFord Motor CO$645,8250.29%59,523CommonSOLE
194162103CLColgate-Palmolive CO$643,9360.29%7,084CommonSOLE
443201108HWMHowmet Aerospace Inc$628,5610.28%3,377CommonSOLE
097023105BABoeing CO$619,3710.28%2,956CommonSOLE
92343V104VZVerizon Communications Inc.$609,1560.27%14,078CommonSOLE
009158106APDAir Products & Chemicals Inc$608,1210.27%2,156CommonSOLE
776696106ROPRoper Technologies Inc$578,1770.26%1,020CommonSOLE
773903109ROKRockwell Automation Inc$570,0040.26%1,716CommonSOLE
464287168DVYiShares DJ Select Dividend ETF$554,3490.25%4,174CommonSOLE
65339F101NEENextera Energy$533,4930.24%7,685CommonSOLE
458140100INTCIntel Corp$514,3940.23%22,964CommonSOLE
806857108SLBSchlumberger Ltd ADR$492,8040.22%14,580CommonSOLE
29082A107EMBJEmbraer ADR$469,3940.21%8,248CommonSOLE
00724F101ADBEAdobe Inc$468,5110.21%1,211CommonSOLE
21044C107ROADConstruction Partners Inc$457,9610.21%4,309CommonSOLE
85208M102SFMSprouts Farmers Market Inc$457,5350.21%2,779CommonSOLE
913915104UTIUniversal Technical Institute Inc$412,4750.19%12,171CommonSOLE
760759100RSGRepublic Services Inc$405,6730.18%1,645CommonSOLE
40171V100GWREGuidewire Software Inc$396,9690.18%1,686CommonSOLE
90353T100UBERUber Technologies Inc$386,7280.17%4,145CommonSOLE
053604104AVPTAvePoint Inc$373,4170.17%19,338CommonSOLE
144285103CRSCarpenter Technology Corp$360,4000.16%1,304CommonSOLE
204166102CVLTCommvault Systems Inc$347,7880.16%1,995CommonSOLE
231561101CWCurtiss-wright Corp.$341,0080.15%698CommonSOLE
632307104NTRANatera Inc/sh Sh$337,0350.15%1,995CommonSOLE
441593100HLIHoulihan Lokey/sh Cl B$335,0670.15%1,862CommonSOLE
81762P102NOWServicenow Inc$334,1260.15%325CommonSOLE
M2682V108CYBRCyberark Software Ltd$322,6560.14%793CommonSOLE
50155Q100KDKyndryl Holdings Inc$317,8050.14%7,574CommonSOLE
756109104ORealty Income Corp$308,0980.14%5,348CommonSOLE
629377508NRGNrg Energy Inc/sh$304,7810.14%1,898CommonSOLE
147528103CASYCasey`s General Stores, Inc.$303,6110.14%595CommonSOLE
57636Q104MAMastercard Inc Cl A$303,4480.14%540CommonSOLE
315616102FFIVF5 Networks Inc/sh$298,1460.13%1,013CommonSOLE
10948W103AAMIAcadian Asset Management Inc$296,8970.13%8,425CommonSOLE
917047102URBNUrban Outfitters Inc$282,3260.13%3,892CommonSOLE
450056106IRTCIrhythm Technologies Inc$281,1310.13%1,826CommonSOLE
296315104ESEEsco Technologies Inc$279,9380.13%1,459CommonSOLE
75524B104RBCRBC Bearings$276,2860.12%718CommonSOLE
861896108SNEXStonex Group$269,8660.12%2,961CommonSOLE
05945F103BANFBancfirst Corp$269,4920.12%2,180CommonSOLE
928254101VIRTVirtu Financial$265,6490.12%5,931CommonSOLE
29261A100EHCEncompass Health Corp$260,7110.12%2,126CommonSOLE
86333M108LRNStride Inc/sh Pp$258,4380.12%1,780CommonSOLE
163086101CHEFChefs Warehouse$258,1750.12%4,046CommonSOLE
74736L109QTWOQ2 Holdings Inc/sh$253,6290.11%2,710CommonSOLE
65473P105NINisource Inc$251,4390.11%6,233CommonSOLE
464287408IVEiShares S&P 500 Value ETF$250,9190.11%1,284CommonSOLE
38526M106LOPEGrand Canyon Education Inc$244,3770.11%1,293CommonSOLE
464287309IVWiShares S&P 500 Growth ETF$240,5690.11%2,185CommonSOLE
830879102SKYWSkywest Inc$233,8450.10%2,271CommonSOLE
169656105CMGChipotle Mexican Grill Inc$233,6960.10%4,162CommonSOLE
42226A107HQYHealthequity In/sh$230,8910.10%2,204CommonSOLE
147448104CWSTCasella Waste Systems Inc$219,4530.10%1,902CommonSOLE
902788108UMBFUMB Financial Inc$216,6300.10%2,060CommonSOLE
00206R102TAT&T Inc$215,8630.10%7,459CommonSOLE
780287108RGLDRoyal Gold$208,7840.09%1,174CommonSOLE
464287234EEMiShares MSCI Emerging Mkt ETF$206,9010.09%4,289CommonSOLE
457669307INSMInsmed Inc$206,4130.09%2,051CommonSOLE
26701L100BROSDutch Bros Inc/sh Cl A$205,0420.09%2,999CommonSOLE
97717W802DTHWisdomtree International High$204,7490.09%4,419CommonSOLE
008492100ADCAgree Realty$204,4950.09%2,799CommonSOLE
09058V103BCRXBiocryst Pharmaceuticals Inc$171,5120.08%19,142CommonSOLE

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.