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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

ALERUS FINANCIAL NA

Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0000919458-23-000001

Total Value
$1.09B
Positions
165
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (165)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908363306,870$107.8M9.87%
2DIMENSIONAL ETF TRUST25434V8803,916,236$84.6M7.75%
3ISHARES TRUST464287226676,795$65.6M6.01%
4ISHARES TRUST46432F834994,860$57.6M5.27%
5ALERUS FINANCIAL CORP01446U1032,142,337$50.0M4.58%
6SELECT SECTOR SPDR ETF81369Y803256,402$31.9M2.92%
7VANGUARD SCOTTSDALE FDS92206C813399,849$30.3M2.77%
8APPLE COMPUTERAAPL179,307$23.3M2.13%
9MICROSOFT INCMSFT87,581$21.0M1.92%
10SELECT SECTOR SPDR ETF81369Y506230,028$20.1M1.84%
11ISHARES RUSSELL MIDCAP464287499274,162$18.5M1.69%
12ELEVANCE HEALTH INC ELV28,268$14.5M1.33%
13ADVANCE AUTO PARTS INCAAP93,185$13.7M1.25%
14SELECT SECTOR SPDR ETF81369Y886180,438$12.7M1.16%
15SPDR GOLD TRUSTGLD72,520$12.3M1.13%
16ANHEUSER BUSCH INBEV SA/NVBUDFF191,890$11.5M1.06%
17UNILEVER PLC ADRUNLYF227,681$11.5M1.05%
18SELECT SECTOR SPDR ETF81369Y704113,510$11.1M1.02%
19VISA INCV51,336$10.7M0.98%
20BERKSHIRE HATHAWAYBRK-A34,490$10.7M0.98%
21ORACLE CORPORCL-PD112,656$9.2M0.84%
22WALMART INCWMT63,628$9.0M0.83%
23ELECTRONIC ARTS INC DELEA72,123$8.8M0.81%
24TAKE-2 INTERACTIVE SOFTWARTTWO83,956$8.7M0.80%
25RIO TINTO PLCRTNTF122,536$8.7M0.80%
26BROADCOM INCAVGO15,587$8.7M0.80%
27EATON CORP PLCETN54,290$8.5M0.78%
28JP MORGAN CHASE & COVYLD62,690$8.4M0.77%
29CHUBB LIMITEDCB38,075$8.4M0.77%
30NIKE INCNKE71,365$8.4M0.76%
31LILLY ELI & COLLY22,289$8.2M0.75%
32SNAP INCSNAP899,607$8.1M0.74%
33MERCK & CO INCMRK72,049$8.0M0.73%
34BHP BILLITON LTDBHPLF119,774$7.4M0.68%
35IBMINTR52,022$7.3M0.67%
36NORTHRUP GRUMMAN CORPNOC13,391$7.3M0.67%
37PFIZER INCPFE139,301$7.1M0.65%
38 BURLINGTON STORES INCBURL34,562$7.0M0.64%
39LOCKHEED MARTIN CORPLMT14,109$6.9M0.63%
40US BANCORP DELUSB-PS155,700$6.8M0.62%
41BEST BUY INCBBY81,830$6.6M0.60%
42RESTURANT BRANDS INTERNATIONAL INC76131D103100,931$6.5M0.60%
43NIVIDIA CORPNVDA44,629$6.5M0.60%
44 AMERISOURCEBERGEN CORPCOR38,532$6.4M0.58%
45THERMO FISHER SCIENTIFICTMO11,592$6.4M0.58%
46DUKE ENERGY CORP NEWDUKB61,287$6.3M0.58%
47OMNICOM GROUP INCOMC77,172$6.3M0.58%
48BUNGE LIMITEDBG62,910$6.3M0.57%
49AT&T INCT-PC334,891$6.2M0.56%
50SOUTHERN COMPANYSOMN86,067$6.1M0.56%
51DEERE & CODE14,252$6.1M0.56%
52INTUITIVE SURGICAL INCISRG23,003$6.1M0.56%
53SPDR SER TR78464A87072,771$6.0M0.55%
54PRUDENTIAL FINANCIAL INPUKPF60,250$6.0M0.55%
55OKTA INCORPORATIONOKTA85,748$5.9M0.54%
56RAYTHEON TECHNOLOGIES CORPRTX57,152$5.8M0.53%
57ABBVIE INCABBV35,567$5.7M0.53%
58BALL CORPORATIONBALL111,890$5.7M0.52%
59ILLUMINA INCILMN28,255$5.7M0.52%
60DANAHER CORPORATION23585110221,370$5.7M0.52%
61CVS CORPCVS60,765$5.7M0.52%
62INTEL INCINTC207,694$5.5M0.50%
63IQVIA HOLDINGS INCIQV26,078$5.3M0.49%
64SHOPIFY INCSHOP150,581$5.2M0.48%
65PUBLIC STORAGE INCPSA-PS18,635$5.2M0.48%
66TESLA INCTSLA41,432$5.1M0.47%
67VERIZON COMMUNICATIONVZ129,530$5.1M0.47%
68MEDTRONIC HLDG PLCMDT64,609$5.0M0.46%
69EXXON MOBIL CORP COMXOM45,261$5.0M0.46%
70 CADENCE DESIGN SYSTEM INC CDNS30,993$5.0M0.46%
71NEWELL BRANDS INCNWL376,873$4.9M0.45%
72SELECT SECTOR SPDR ETF81369Y40737,757$4.9M0.45%
73CHENIERE ENERGY INCLNG30,106$4.5M0.41%
74AMERICAN EXPRESS COAXP29,854$4.4M0.40%
75METLIFE INCMET-PF59,793$4.3M0.40%
76SELECT SECTOR SPDR ETF81369Y605125,340$4.3M0.39%
77MARSH & MCLENNAN COS INC57174810225,749$4.3M0.39%
78INTERCONTINENTAL EXCHAN45866F10440,944$4.2M0.38%
79SEAGATE TECHNOLOGY HOLDINGS PLSE76,333$4.0M0.37%
80WELLS FARGO & CO NEW CO94974610197,239$4.0M0.37%
81WESTERN DIGITAL CORPORATION DELWDC121,295$3.8M0.35%
82EMERSON ELECTIC COEMR39,628$3.8M0.35%
83CHEVRON TEXACOCVX20,871$3.7M0.34%
84VANECK ETF TRUST92189F69247,420$3.7M0.34%
85CANADIAN PACIFIC RAILWAY LIMITED13645T10048,751$3.6M0.33%
86ALPHABET INCGOOG38,265$3.4M0.31%
87GALLAGHER ARTHUR J & CO36357610917,286$3.3M0.30%
88UNITEDHEALTH GROUP INCUNH6,055$3.2M0.29%
89PAPA JOHNS INTL INC69881310236,410$3.0M0.27%
90PROLOGIS INCPLDGP25,506$2.9M0.26%
91VICI PPTYS INC92565210988,313$2.9M0.26%
92REGIONS FINANCIAL CORP NEWRF-PF126,741$2.7M0.25%
93CELANESE CORPORATION DELCE26,314$2.7M0.25%
94 ATLASSIAN CORPORATION TEAM20,158$2.6M0.24%
95ALERUS FINANCIAL CORP01446U103105,888$2.5M0.23%
96ACTIVISION BLIZZARD INC00507V10930,392$2.3M0.21%
97CBOE GLOBAL MKTS INC 12503M10818,266$2.3M0.21%
98ISHARES TRUST46428858822,474$2.1M0.19%
99HOME DEPOT INCHD6,486$2.0M0.19%
100 PARAMOUNT GLOBAL 92556H206116,395$2.0M0.18%
101FREEPORT-MCMORAN COPPER & GOLDFCX50,681$1.9M0.18%
102ISHARES TRUST4642872004,760$1.8M0.17%
103AMAZON.COM INCAMZN19,514$1.6M0.15%
104COCA COLA COMPANYKO24,023$1.5M0.14%
105ACCENTURE PLC IRELANDACN5,564$1.5M0.14%
106ISHARES S&P 500 GROWTH46428730922,464$1.3M0.12%
107ADVANCED MIRCO DEVICES INCAMD15,651$1.0M0.09%
108JOHNSON AND JOHNSONJNJ5,714$1.0M0.09%
109VANGUARD INDEX FDS9229086375,705$993,8110.09%
110ABBOTT LABORATORIESABLZF9,015$989,7640.09%
111SPDR S &P 500 ETF TRSPY2,539$970,9890.09%
112ECOLAB INCECL5,336$776,7080.07%
113ISHARES TRUST4642876554,317$752,7120.07%
114COSTCO WHSL CORP22160K1051,588$724,9340.07%
115ISHARES TRUST4642871685,855$706,1130.06%
116SELECT SECTOR SPDR ETF81369Y2094,938$670,8260.06%
117MASTERCARD INCORPORATEDMA1,757$610,9590.06%
118LAUDER ESTEE COS INC5184391042,440$605,3910.06%
119ISHARES TRUST4642875072,470$597,4680.05%
120DOLLAR GEN CORP NEW2566771052,325$572,5390.05%
121TEXAS INSTRUMENTS INC8825081043,433$567,2010.05%
122TARGET CORPTGT3,728$555,6180.05%
123META PLATFORMS INCMETA4,611$554,8870.05%
124BLACKSTONE GROUP INCBX6,908$512,5040.05%
125NORFOLK SOUTHERN CORP6558441081,955$481,7520.04%
126SNOWFLAKE INCSNOW3,314$475,6880.04%
127BERKSHIRE HATHAWAYBRK-A1$468,7110.04%
128ISHARES TRUST4642878044,923$465,9130.04%
129ISHARES TRUST4642876066,784$463,3470.04%
130PROCTER AND GAMBLE COMP7427181092,981$451,8000.04%
131EXPEDIA GROUP INCEXPE5,086$445,5310.04%
132ISHARES TRUST4642888855,300$443,9280.04%
133BANK OF AMERICA06050510413,022$431,2890.04%
134CISCO SYSTEMSCSCO8,794$418,9470.04%
135CENTRAL GARDEN & PET COCENTA11,540$413,1320.04%
136LINDE PLCLIN1,251$408,0520.04%
137AMERICAN TOWER CORP03027X1001,926$408,0410.04%
138NETFLIX INCNFLX1,227$361,8180.03%
139QUALCOMM INCQCOM3,031$333,2280.03%
140MORGAN STANLEYMS-PQ3,750$318,8240.03%
141OLD DOMINION FREIGHT LINE INCODFL1,110$314,9970.03%
142ADOBE SYSTEMS INCADBE920$309,6090.03%
143PHILIP MORRIS7181721093,033$306,9700.03%
144 BRISTOL-MYERS SQUIBB CO CELG-RI4,218$303,4860.03%
145MOLINA HEALTHCARE INCMOH897$296,2080.03%
146PEPSICO INCPEP1,491$269,3630.02%
147 CATERPILLAR INCCAT1,097$262,7970.02%
148ZOETIS INCZTS1,599$234,3380.02%
149OTTER TAIL CORPOTTR3,930$230,7310.02%
150ISHARES TRUST4642877392,740$230,6810.02%
151 MCDONALDS CORP MCD863$227,4260.02%
152CONOCOPHILLIPSCOP1,902$224,4360.02%
153SYSCO CORPORATIONSYY2,922$223,3870.02%
154FORTIVE CORPFTV3,412$219,1650.02%
155XCEL ENERGY INCXELLL3,020$211,7330.02%
156L3HARRIS TECHNOLOGIES INCLHX995$207,1690.02%
157SCHWAB STRATEGIC TR8085247972,720$205,4690.02%
158ISHARES TRUST4642875561,561$204,9430.02%
159NEXTERA ENERGY INCNEE-PW2,414$201,8120.02%
160ALLETE INC0185223003,116$201,0130.02%
161WRAP TECHNOLOGIES INCWRAP97,760$165,2140.02%
162SELECTA BIOSCIENCES, INC81621210430,000$33,9000.00%
163OXFORD SQUARE CAP CORPOXSQH10,000$31,2000.00%
164BROADWIND INCBWEN13,239$23,6980.00%
165GLUCOTRACK INCGCTK11,500$16,2150.00%