AB
| |
ANB BANK13F | |
| ANB BANK | |
| Last update 2025-05-07 | 116 Stocks (10 new) |
| Value $224.00 Mil | Turnover 3 % |
ANB BANK Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IJH | iShares Core S&P Mid-Cap ETF | 362,070 | 21,126.8 | +4.52% | 9.440 | +0.41% | 0.020 | +17.05% | +2.42% | 96,994.3 | ||
SPY | SPDR S&P 500 ETF Trust | 27,307 | 15,275.3 | +12.45% | 6.830 | +0.76% | 0.000 | +17.14% | +7.04% | 641,384.0 | ||
EFA | iShares MSCI EAFE ETF | 175,283 | 14,325.9 | -0.96% | 6.400 | -0.06% | 0.020 | +12.64% | +17.64% | 64,151.4 | ||
AAPL | Apple Inc | 45,469 | 10,100.0 | -5.07% | 4.510 | -0.27% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
MSFT | Microsoft Corp | 23,614 | 8,864.5 | +0.03% | 3.960 | 0% | 0.000 | +29.81% | +19.87% | 3,740,948.0 | Software | |
BRK.B | Berkshire Hathaway Inc | 14,766 | 7,864.1 | -2.42% | 3.510 | -0.07% | 0.000 | -9.21% | +4.98% | 1,026,074.7 | Insurance | |
V | Visa Inc | 19,780 | 6,932.1 | -3.55% | 3.100 | -0.10% | 0.000 | +4.53% | +10.46% | 679,681.4 | Credit Services | |
GOOG | Alphabet Inc | 33,755 | 5,273.5 | -3.37% | 2.360 | -0.10% | 0.000 | +13.88% | -4.57% | 2,192,674.9 | Interactive Media | |
ABT | Abbott Laboratories | 39,547 | 5,245.9 | -1.53% | 2.340 | -0.03% | 0.000 | +4.53% | +17.87% | 229,693.3 | Medical Devices & Instruments | |
IJR | iShares Core S&P Small-Cap ETF | 47,303 | 4,946.5 | +0.36% | 2.210 | +0.01% | 0.010 | +18.68% | -1.42% | 81,378.3 |
ANB BANK's Historical Top Holdings Breakdowns
ANB BANK's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +0.76% | 551.42 ($587.78) 612.93 | $623.62 | 6.10% | Add 12.45% | 27,307 | 3,024 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | Add Add | +0.41% | 57.21 ($62.1) 65.8 | $63.44 | 2.16% | Add 4.52% | 362,070 | 15,673 | |
DEO | Diageo PLC | 2025-03-31 | Sold Out Sold Out | -0.35% | 104.79 ($113.02) 126.12 | $103.55 | -8.38% | Sold Out | 0 | -6,322 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.27% | 209.68 ($231.67) 247.1 | $211.16 | -8.85% | Reduce -5.07% | 45,469 | -2,428 | |
ROP | Roper Technologies Inc | 2025-03-31 | New Buy New Buy | +0.27% | 502.71 ($561.16) 593.81 | $547.46 | -2.44% | New holding | 1,020 | 1,020 | |
WMT | Walmart Inc | 2025-03-31 | Reduce Reduce | -0.19% | 84.5 ($93.81) 105.05 | $94.40 | 0.63% | Reduce -18.16% | 21,891 | -4,858 | |
FIX | Comfort Systems USA Inc | 2025-03-31 | Sold Out Sold Out | -0.18% | 313.26 ($403.31) 550.27 | $539.50 | 33.77% | Sold Out | 0 | -950 | |
STZ | Constellation Brands Inc | 2025-03-31 | Add Add | +0.14% | 161.05 ($181.67) 222.93 | $172.19 | -5.22% | Add 49.67% | 5,234 | 1,737 | |
EVR | Evercore Inc | 2025-03-31 | Sold Out Sold Out | -0.14% | 190.28 ($249.15) 291.27 | $291.53 | 17.01% | Sold Out | 0 | -1,191 | |
COST | Costco Wholesale Corp | 2025-03-31 | Reduce Reduce | -0.12% | 890.62 ($974.97) 1076.86 | $970.33 | -0.48% | Reduce -9.37% | 2,978 | -308 |
ANB BANK Total Holding History ($B)
ANB BANK's Asset Allocation
ANB BANK Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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ANB BANK's Hypothetical Growth since 2025-03-31
ANB BANK's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
ANB BANK's Holdings Heat Map
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ANB BANK's Holdings Bubble Chart
ANB BANK News
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