Emprise Bank

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$249.1M
Q ending 2026-03-31
Prior quarter
$240.6M
Q ending 2025-12-31
Change
+3.5% QoQ · +33.3% YoY
Positions
107
reported holdings

Largest positions

Top 100 of 107 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Vanguard Intermediate-TermVGITShares$35.0M588K
Avantis International Small CapAVDVShares$28.8M288K
Dimensional Emerging Markets CoDFEMShares$18.8M545K
Vanguard Short Term Inf Prot SeVTIPShares$17.4M348K
Vanguard Total Stock Market EtfVTIShares$12.0M37K
Vanguard Ftse Developed MarketsVEAShares$9.2M144K
Ishares 0-3 Month Treasury BondSGOVShares$7.7M76K
Broadcom IncAVGOShares$6.6M21K
Nvidia CorporationNVDAShares$6.5M37K
Dimensional International HighDIHPShares$5.7M176K
Apple IncAAPLShares$5.5M22K
Dimensional U.S. High ProfitabiDUHPShares$4.6M126K
Dimensional International SmallDISVShares$4.4M111K
Microsoft CorpMSFTShares$4.2M11K
Avantis Us Small Cap ValueAVUVShares$3.5M32K
Dfa Emerging CoreDFAEShares$3.3M97K
Alphabet Inc Cl AGOOGLShares$3.2M11K
Caterpillar IncCATShares$3.2M4K
Amazon.Com IncAMZNShares$3.2M15K
Rtx CorporationRTXShares$3.1M16K
Alphabet Inc Cl CGOOGShares$2.8M10K
Jpmorgan Chase & CoJPMShares$2.7M9K
Costco Wholesale CorporationCOSTShares$2.5M3K
Dfa Us Small Cap ValueDFSVShares$2.5M71K
Berkshire Hathaway Inc Class BBRK/BShares$2.1M4K
Ishares Russell 1000 GrowthIWFShares$1.9M5K
Meta Platforms Inc Cl AMETAShares$1.7M3K
Visa Inc Cl AVShares$1.5M5K
Eaton Corp PlcShares$1.4M4K
Ishares Msci Eafe IndexEFAShares$1.4M14K
Spdr S&P Midcap 400MDYShares$1.3M2K
Spdr Portfolio Total Stock MarkSPTMShares$1.3M16K
Walmart IncWMTShares$1.3M10K
Pepsico IncPEPShares$1.2M8K
Te Connectivity PlcShares$1.2M6K
Dimensional Us Large CapDFLVShares$1.2M32K
Chubb LimitedShares$1.1M3K
Exxon Mobil CorpXOMShares$1.0M6K
Northrop Grumman CorpNOCShares$1.0M2K
Ishares 3-7 Year Treasury BondIEIShares$1.0M8K
Thermo Fisher Scientific IncTMOShares$1.0M2K
Chevron CorporationCVXShares$992K5K
Home Depot IncHDShares$980K3K
Bank Of America CorporationBACShares$957K20K
Union Pacific CorpUNPShares$932K4K
Ishares Core S&P Midcap EtfIJHShares$869K13K
Jpmorgan U.S. Quality Factor EtJQUAShares$849K14K
ConocophillipsCOPShares$841K6K
Ishares Core S&P Small-Cap EtfIJRShares$818K7K
Ishares Russell 1000 Value IndeIWDShares$812K4K
Vanguard S&P 500 EtfVOOShares$768K1K
Unitedhealth Group IncUNHShares$765K3K
Ecolab IncECLShares$762K3K
Salesforce IncCRMShares$760K4K
Ishares Edge Msci Usa Quality FQUALShares$727K4K
Texas Instruments IncTXNShares$717K4K
Oracle CorpORCLShares$690K5K
Pnc Financial Services Group InPNCShares$686K3K
Ishares Core Msci EmergingIEMGShares$655K9K
Alcoa Upstream CorpAAShares$624K9K
Merck & Co IncMRKShares$589K5K
Philip Morris International IncPMShares$577K3K
Danaher CorpDHRShares$555K3K
Boeing CoBAShares$548K3K
Vanguard Ftse Emerging MarketsVWOShares$529K10K
Spdr S&P DividendSDYShares$507K3K
Netflix IncNFLXShares$482K5K
Starbucks CorpSBUXShares$465K5K
Ishares Core S&P 500 EtfIVVShares$457K699
Yum Brands IncYUMShares$453K3K
General Electric CoGEShares$421K1K
Capitol Federal Financial IncCFFNShares$406K57K
Dfa International Core EquityDFAIShares$391K10K
Avantis Emerging Markets EquityAVEMShares$369K5K
Expedia Group IncEXPEShares$348K2K
Avantis Int Large Cap ValAVIVShares$321K4K
Mcdonalds CorpMCDShares$316K1K
Ge VernovaGEVShares$315K362
National Fuel Gas CoNFGShares$310K3K
Abbvie IncABBVShares$299K1K
Altria Group IncMOShares$289K4K
Hyatt Hotels Corp Cl AHShares$287K2K
Bp Plc Sponsored AdrBPShares$284K6K
Schwab Us Dividend Equity EtfSCHDShares$266K9K
KeycorpKEYShares$264K13K
Fortive CorpFTVShares$262K5K
Wisdomtree Tr Intl Qulty DivIQDGShares$254K6K
Curtiss Wright CorpCWShares$253K371
Procter & Gamble CoPGShares$251K2K
Dfa Us Core EquityDFAUShares$251K6K
Ameriprise Financial IncAMPShares$245K551
Schwab Us Large Cap Growth EtfSCHGShares$240K8K
Vanguard Total InternationalVXUSShares$238K3K
Carnival CorpCCL1EURShares$233K9K
United Airlines Holdings IncUALShares$232K3K
Consolidated Edison Inc CommonEDShares$226K2K
Eli Lilly & CoLLYShares$224K244
Booking Holdings IncBKNGShares$219K52
Southern CompanySOShares$217K2K
Williams Cos IncWMBShares$214K3K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.