MondegarAI
ANB BANK

Q3 2025 · 13F-HR

ANB BANKholdings as filed

Filed 2025-10-23 · accession 0002067126-25-000004

$246.6M
Reported value
123
Positions
2025-09-30
Period end
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The Brief · ANB BANK · Q3 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 $22.75M. The fund also initiated new stakes in the iShares Russell 2000 ETF IWM for $20.18M and the SPDR S&P 500 ETF Trust SPY for $18.98M. Additional new positions include the iShares MSCI Eafe ETF EFA, Apple Inc AAPL, and Microsoft Corp MSFT.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287507IJHiShares Core S&P Mid-Cap ETF$22.8M9.23%348,668CommonSOLE
464287655IWMiShares Russell 2000 ETF$20.2M8.18%83,388CommonSOLE
78462F103SPYSPDR S&P 500 ETF Trust$19.0M7.70%28,498CommonSOLE
464287465EFAiShares MSCI Eafe ETF$14.1M5.73%151,385CommonSOLE
037833100AAPLApple Inc$10.3M4.18%40,495CommonSOLE
594918104MSFTMicrosoft Corp$10.3M4.17%19,865CommonSOLE
084670702BRK/BBerkshire Hathaway Inc Cl B$6.9M2.79%13,691CommonSOLE
02079K107GOOGAlphabet Inc Class C$6.6M2.68%27,142CommonSOLE
92826C839VVisa Inc Cl A$5.8M2.35%16,952CommonSOLE
464287804IJRiShares Core S&P Small-Cap ETF$5.0M2.01%41,791CommonSOLE
002824100ABTAbbott Labs$4.7M1.92%35,381CommonSOLE
67066G104NVDANvidia Corp$4.1M1.66%21,909CommonSOLE
023135106AMZNAmazon.Com Inc$4.0M1.64%18,383CommonSOLE
478160104JNJJohnson & Johnson$3.6M1.47%19,592CommonSOLE
464287606IJKiShares S&P Midcap 400/Grwth ETF$3.6M1.45%37,374CommonSOLE
464287705IJJiShares S&P Midcap 400/Value ETF$3.4M1.37%26,142CommonSOLE
38141G104GSGoldman Sachs Group Inc$3.3M1.33%4,125CommonSOLE
742718109PGProcter & Gamble CO$3.2M1.30%20,802CommonSOLE
437076102HDHome Depot Inc$3.2M1.30%7,886CommonSOLE
452308109ITWIllinois Tool Works Inc$3.0M1.21%11,401CommonSOLE
863667101SYKStryker Corporation$2.9M1.18%7,844CommonSOLE
713448108PEPPepsico Inc$2.7M1.08%19,020CommonSOLE
053015103ADPAutomatic Data Processing Inc$2.7M1.08%9,075CommonSOLE
166764100CVXChevron Corporation$2.6M1.07%17,022CommonSOLE
46625H100JPMJPMorgan Chase & CO$2.6M1.07%8,377CommonSOLE
235851102DHRDanaher Corp$2.4M0.95%11,866CommonSOLE
22160K105COSTCostco Wholesale Corp$2.3M0.95%2,528CommonSOLE
30231G102XOMExxon Mobil Corp$2.3M0.95%20,697CommonSOLE
02079K305GOOGLAlphabet Inc Class A$2.2M0.90%9,081CommonSOLE
855244109SBUXStarbucks Corp$2.1M0.87%25,353CommonSOLE
931142103WMTWalmart Inc$2.1M0.84%19,983CommonSOLE
30303M102METAMeta Platforms Inc Cl A$2.0M0.82%2,750CommonSOLE
191216100KOCoca Cola CO$1.9M0.77%28,744CommonSOLE
G54950103LINLinde PLC$1.9M0.77%3,979CommonSOLE
654106103NKENike Inc Cl B$1.8M0.71%25,286CommonSOLE
09260D107BXBlackstone Inc$1.7M0.68%9,832CommonSOLE
254687106DISDisney Walt Co New$1.7M0.68%14,633CommonSOLE
060505104BACBank of America Corp$1.7M0.68%32,393CommonSOLE
532457108LLYEli Lilly & CO$1.6M0.66%2,120CommonSOLE
883556102TMOThermo Fisher Scientific Inc$1.6M0.65%3,293CommonSOLE
882508104TXNTexas Instruments Inc$1.6M0.65%8,691CommonSOLE
91324P102UNHUnitedhealth Group Inc$1.6M0.64%4,540CommonSOLE
459200101IBMInternational Business Machines$1.5M0.63%5,485CommonSOLE
94106L109WMWaste Management Inc$1.5M0.60%6,689CommonSOLE
79466L302CRMSalesforce Inc$1.3M0.55%5,696CommonSOLE
921910733ESGVVanguard Esg US Stock ETF$1.3M0.52%10,741CommonSOLE
291011104EMREmerson Electric CO$1.3M0.51%9,587CommonSOLE
337738108FISVFiserv Inc$1.2M0.51%9,685CommonSOLE
17275R102CSCOCisco Systems Inc$1.2M0.47%17,088CommonSOLE
03027X100AMTAmerican Tower Corp REIT$1.1M0.46%5,877CommonSOLE
11135F101AVGOBroadcom Inc$1.1M0.45%3,353CommonSOLE
75513E101RTXRTX Corporation$1.1M0.43%6,316CommonSOLE
911312106UPSUnited Parcel Service Cl B$989,5800.40%11,847CommonSOLE
031162100AMGNAmgen Inc$986,2890.40%3,495CommonSOLE
464287119ILCGiShares Morningstar Growth ETF$979,3770.40%9,390CommonSOLE
N07059210ASMLAsml Holding NV Spons ADR$962,2810.39%994CommonSOLE
464288109ILCViShares Morningstar Value ETF$913,2530.37%10,145CommonSOLE
21036P108STZConstellation Brands Inc$852,4610.35%6,330CommonSOLE
46435U549EAGGiShares Esg Aware US Aggregate ETF$773,5710.31%16,106CommonSOLE
579780206MKCMccormick & Co Inc$763,1090.31%11,405CommonSOLE
458140100INTCIntel Corp$739,4750.30%22,041CommonSOLE
921910725VSGXVanguard Esg International Stock ETF$708,6840.29%10,216CommonSOLE
92206C409VCSHVanguard Short Term Corp Bond ETF$698,1890.28%8,735CommonSOLE
345370860FFord Motor CO$693,7750.28%58,008CommonSOLE
464287234EEMiShares MSCI Emerging Mkt ETF$656,2320.27%12,289CommonSOLE
443201108HWMHowmet Aerospace Inc$651,0910.26%3,318CommonSOLE
92343V104VZVerizon Communications Inc.$648,2190.26%14,749CommonSOLE
097023105BABoeing CO$596,7700.24%2,765CommonSOLE
773903109ROKRockwell Automation Inc$579,1710.23%1,657CommonSOLE
90353T100UBERUber Technologies Inc$576,7490.23%5,887CommonSOLE
009158106APDAir Products & Chemicals Inc$568,8940.23%2,086CommonSOLE
194162103CLColgate-Palmolive CO$566,2950.23%7,084CommonSOLE
65339F101NEENextera Energy$538,8480.22%7,138CommonSOLE
21044C107ROADConstruction Partners Inc$535,8130.22%4,219CommonSOLE
806857108SLBSLB Limited$515,3090.21%14,993CommonSOLE
464287168DVYiShares DJ Select Dividend ETF$500,7610.20%3,524CommonSOLE
29082A107EMBJEmbraer ADR$493,8770.20%8,170CommonSOLE
776696106ROPRoper Technologies Inc$491,2100.20%985CommonSOLE
756109104ORealty Income Corp$416,5340.17%6,852CommonSOLE
10948W103AAMIAcadian Asset Management Inc$397,3200.16%8,250CommonSOLE
760759100RSGRepublic Services Inc$388,0510.16%1,691CommonSOLE
913915104UTIUniversal Technical Institute Inc$381,2580.15%11,713CommonSOLE
40171V100GWREGuidewire Software Inc$380,4180.15%1,655CommonSOLE
M2682V108CYBRCyberark Software Ltd$379,2730.15%785CommonSOLE
441593100HLIHoulihan Lokey/sh Cl B$375,7360.15%1,830CommonSOLE
231561101CWCurtiss-wright Corp.$371,3710.15%684CommonSOLE
204166102CVLTCommvault Systems Inc$357,7380.15%1,895CommonSOLE
147528103CASYCasey`s General Stores, Inc.$328,4510.13%581CommonSOLE
81762P102NOWServicenow Inc$320,2580.13%348CommonSOLE
315616102FFIVF5 Networks Inc/sh$319,9580.13%990CommonSOLE
144285103CRSCarpenter Technology Corp$317,7290.13%1,294CommonSOLE
57636Q104MAMastercard Inc Cl A$312,2770.13%549CommonSOLE
632307104NTRANatera Inc/sh Sh$308,7400.13%1,918CommonSOLE
629377508NRGNrg Energy Inc/sh$305,9240.12%1,889CommonSOLE
171757206CDTXCidara Therapeutics Inc$305,1870.12%3,187CommonSOLE
450056106IRTCIrhythm Technologies Inc$303,3900.12%1,764CommonSOLE
296315104ESEEsco Technologies Inc$298,9320.12%1,416CommonSOLE
21037T109CEGConstellation Energy Corp$294,8460.12%896CommonSOLE
52661A108DRSLeonardo Drs$293,1930.12%6,458CommonSOLE
861896108SNEXStonex Group$290,2460.12%2,876CommonSOLE
457669307INSMInsmed Inc$285,8600.12%1,985CommonSOLE
053604104AVPTAvePoint Inc$282,0230.11%18,789CommonSOLE
G491BT108IVZInvesco Ltd.$279,0190.11%12,163CommonSOLE
29977A105EVREvercore Inc Cl A$268,8440.11%797CommonSOLE
917047102URBNUrban Outfitters Inc$268,2200.11%3,755CommonSOLE
05945F103BANFBancfirst Corp$266,5570.11%2,108CommonSOLE
609027107MCRIMonarch Casino & Resort, Inc.$266,5050.11%2,518CommonSOLE
29261A100EHCEncompass Health Corp$264,4560.11%2,082CommonSOLE
464287309IVWiShares S&P 500 Growth ETF$263,7740.11%2,185CommonSOLE
75524B104RBCRBC Bearings$263,0550.11%674CommonSOLE
607828100MODModine Manufacturing Co$255,8880.10%1,800CommonSOLE
464287408IVEiShares S&P 500 Value ETF$243,0620.10%1,177CommonSOLE
163086101CHEFChefs Warehouse$234,5450.10%4,021CommonSOLE
169656105CMGChipotle Mexican Grill Inc$229,5750.09%5,858CommonSOLE
G8068L108SNSharkninja, Inc.$227,3430.09%2,204CommonSOLE
830879102SKYWSkywest Inc$223,3760.09%2,220CommonSOLE
50155Q100KDKyndryl Holdings Inc$223,0630.09%7,428CommonSOLE
030111207AMSCAmerican Superconductor Corp$220,9900.09%3,721CommonSOLE
55826T102SPHRSphere Entertainment Co$219,2840.09%3,530CommonSOLE
97717W802DTHWisdomtree International High$217,2020.09%4,419CommonSOLE
00206R102TAT&T Inc$215,4150.09%7,628CommonSOLE
462222100IONSIonis Pharmaceuticals Inc$211,3720.09%3,231CommonSOLE
G87110105FTITechnipfmc Ltd ADR$202,1810.08%5,125CommonSOLE

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.