Alerus Financial NA
Annual return '25
+21.6%
SPY '25
+17.7%
Alpha
+3.9ptsvs SPY
Invested
$2B
Holdings
511
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR
Carry-forward filing.
Latest filing (2026-03-31) contained only unmappable securities. Holdings shown are carried forward from Q4 2025.
01
$VOO
VANGUARD INDEX FDS
Held since at least Q1 2024
22.4%
02
$DFAX
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
14.2%
03
$IWR
ISHARES TR
Held since at least Q1 2024
4.7%
04
$VCRB
VANGUARD MALVERN FDS
Held since at least Q1 2024
3.6%
05
$IXUS
ISHARES TR
Held since at least Q1 2024
3.6%
06
$NVDA
NVIDIA CORPORATION
Held since at least Q1 2024
2.9%
07
$ALRS
ALERUS FINL CORP
Held since at least Q1 2024
2.6%
08
$AAPL
APPLE INC
Held since at least Q1 2024
2.3%
09
$MSFT
MICROSOFT CORP
Held since at least Q1 2024
1.9%
10
$AVGO
BROADCOM INC
Held since at least Q1 2024
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:13 UTC.