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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 Q4 2024 · Filed February 12, 2025 · Accession 0000919458-25-000001

Total Value
$1.31B
Positions
158
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (158)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908363263,252$141.8M10.86%
2DIMENSIONAL ETF TRUST25434V8803,548,083$88.2M6.75%
3ISHARES TRUST464287226789,633$76.5M5.86%
4ISHARES TRUST46432F8341,111,883$73.5M5.63%
5APPLE COMPUTERAAPL213,069$53.4M4.09%
6MICROSOFT INCMSFT113,032$47.6M3.65%
7NIVIDIA CORPNVDA352,392$47.3M3.62%
8BROADCOM INCAVGO169,676$39.3M3.01%
9ALERUS FINANCIAL CORP01446U1031,979,496$38.1M2.92%
10ISHARES RUSSELL MIDCAP464287499395,500$35.0M2.68%
11VANGUARD SCOTTSDALE FDS92206C813405,868$30.4M2.32%
12AMAZON.COM INCAMZN122,201$26.8M2.05%
13ALPHABET INCGOOG123,639$23.4M1.79%
14JP MORGAN CHASE & COVYLD75,151$18.0M1.38%
15EATON CORP PLCETN54,266$18.0M1.38%
16TESLA INCTSLA41,965$16.9M1.30%
17META PLATFORMS INCMETA25,651$15.0M1.15%
18LILLY ELI & COLLY19,400$15.0M1.15%
19EXXON MOBIL CORP COMXOM130,394$14.0M1.07%
20BERKSHIRE HATHAWAYBRK-A24,727$11.2M0.86%
21CADENCE DESIGN SYSTEM INCCDNS33,709$10.1M0.78%
22GOLDMAN SACHS PHYSICAL GOLD38150K103385,684$10.0M0.77%
23FIFTH THIRD BANCORPFITBM232,293$9.8M0.75%
24SOUTHERN COMPANYSOMN119,153$9.8M0.75%
25IBMINTR44,127$9.7M0.74%
26TAKE-2 INTERACTIVE SOFTWARTTWO51,882$9.6M0.73%
27METLIFE INCMET-PF112,842$9.2M0.71%
28AT&T INCT-PC402,641$9.2M0.70%
29DIGITAL RLTY TR INC25386810351,362$9.1M0.70%
30CLOROX CO DELCLX56,056$9.1M0.70%
31SELECT SECTOR SPDR ETF81369Y506101,873$8.7M0.67%
32PARKER HANNIFEN CORPORATIONPH13,677$8.7M0.67%
33ABBVIE INCABBV48,087$8.5M0.65%
34ISHARES TR46428743297,459$8.5M0.65%
35CHEVRON TEXACOCVX58,289$8.4M0.65%
36HEWLETT PACKARD ENTERPRISE CHPE-PC391,597$8.4M0.64%
37BOSTON SCIENTIFIC CORPBSX90,400$8.1M0.62%
38BEST BUY INCBBY92,276$7.9M0.61%
39JOHNSON AND JOHNSONJNJ54,185$7.8M0.60%
40NETFLIX INCNFLX8,722$7.8M0.60%
41UNILEVER PLC ADRUNLYF136,875$7.8M0.59%
42UNITEDHEALTH GROUP INCUNH15,093$7.6M0.58%
43CENCORA INCCOR33,896$7.6M0.58%
44SELECT SECTOR SPDR TR81369Y605151,397$7.3M0.56%
45PROCTER AND GAMBLE COMP74271810942,834$7.2M0.55%
46WELLS FARGO & CO NEW CO94974610198,465$6.9M0.53%
47CISCO SYSTEMSCSCO116,386$6.9M0.53%
48S&P GLOBAL INCSPGI13,566$6.8M0.52%
49GENERAL ELECTRIC CO36960430139,575$6.6M0.51%
50WALMART INCWMT70,750$6.4M0.49%
51RESTURANT BRANDS INTERNATIONAL INC76131D10396,301$6.3M0.48%
52VERIZON COMMUNICATIONVZ155,688$6.2M0.48%
53KENVUE INCKVUE288,088$6.2M0.47%
54HEICO CORP NEWHEI-A25,549$6.1M0.47%
553M COMPANYMMM46,380$6.0M0.46%
56MASTERCARD INCORPORATEDMA10,959$5.8M0.44%
57ROCKWELL AUTOMATION INCROK19,139$5.5M0.42%
58SERVICENOW INCNOW4,869$5.2M0.40%
59WATSCO INCWSO-B10,677$5.1M0.39%
60INTUITIVE SURGICAL INCISRG9,678$5.1M0.39%
61VERTIV HOLDINGS COVRT43,564$4.9M0.38%
62SEAGATE TECHNOLOGY HOLDINGS PLSE57,174$4.9M0.38%
63HASBRO INCHAS86,276$4.8M0.37%
64SELECT SECTOR SPDR EFT81369Y10056,642$4.8M0.36%
65BANK OF AMERICA060505104108,305$4.8M0.36%
66SELECT SECTOR SPDR TR81369Y40720,996$4.7M0.36%
67TARGET CORPTGT34,728$4.7M0.36%
68VISTRA CORPVST32,613$4.5M0.34%
69WESTERN DIGITAL CORPORATION DELWDC74,582$4.4M0.34%
70VISA INCV13,555$4.3M0.33%
71PROGRESSIVE CORP74331510317,238$4.1M0.32%
72ZOETIS INCZTS25,037$4.1M0.31%
73MICRON TECHNOLOGY INCMU47,353$4.0M0.31%
74CONSTELLATION ENERGY CORPCEG17,773$4.0M0.30%
75ORACLE CORPORCL-PD22,689$3.8M0.29%
76INTERCONTINENTAL EXCHAN45866F10425,296$3.8M0.29%
77APTARGROUP INCATR23,220$3.6M0.28%
78DISNEY WALT CO25468710632,139$3.6M0.27%
79MARSH & MCLENNAN COS INC57174810216,669$3.5M0.27%
80CHIPOTLE MEXICAN GRILL INCCMG58,508$3.5M0.27%
81ARCH CAP GROUP LTDG0450A10536,700$3.4M0.26%
82UNION PAC CORPUNP14,295$3.3M0.25%
83SHOPIFY INCSHOP30,137$3.2M0.25%
84ALERUS FINANCIAL CORP01446U103151,142$2.9M0.22%
85DUPONT DE NEMOURS INCDD37,781$2.9M0.22%
86ISHARES TRUST4642872004,813$2.8M0.22%
87CHENIERE ENERGY INCLNG13,031$2.8M0.21%
88MEDTRONIC HLDG PLCMDT33,960$2.7M0.21%
89UNITED RENTALS INCURI3,812$2.7M0.21%
90CYBERARK SOFTWARE LTDM2682V1087,955$2.7M0.20%
91PALO ALTO NETWORKS INCPANW13,693$2.5M0.19%
92LINDE PLCLIN5,857$2.5M0.19%
93SELECT SECTOR SPDR TR81369Y30830,170$2.4M0.18%
94ISHARES S&P 500 GROWTH46428730922,464$2.3M0.17%
95MCCORMICK & CO INCMKC-V28,985$2.2M0.17%
96HOME DEPOT INCHD5,547$2.2M0.17%
97MICROCHIP TECHNOLOGY INC.MCHPP34,330$2.0M0.15%
98OREILLY AUTOMOTIVE INC67103H1071,526$1.8M0.14%
99UNITED PARCEL SERVICE INCUPS13,508$1.7M0.13%
100VANGUARD INDEX FDS9229086375,705$1.5M0.12%
101BANK NEW YORK MELLON CORP06405810019,566$1.5M0.12%
102ISHARES TR46428773915,706$1.5M0.11%
103THERMO FISHER SCIENTIFICTMO2,389$1.2M0.10%
104ECOLAB INCECL5,275$1.2M0.09%
105COCA COLA COMPANYKO18,767$1.2M0.09%
106LULULEMON ATHLETICA INCLULU2,993$1.1M0.09%
107SPDR S &P 500 ETF TRSPY1,951$1.1M0.09%
108AMERICAN EXPRESS COAXP3,473$1.0M0.08%
109MERCK & CO INCMRK10,326$1.0M0.08%
110DANAHER CORPORATION2358511024,394$1.0M0.08%
111ACCENTURE PLC IRELANDACN2,697$948,7780.07%
112TEXAS INSTRUMENTS INC8825081044,965$930,9880.07%
113DEERE & CODE2,180$923,6670.07%
114M & T BK CORP55261F1044,783$899,2190.07%
115ALLSTATE CORPALL-PJ4,582$883,3650.07%
116EQUINIX INCEQIX884$833,5160.06%
117ISHARES TRUST4642876553,645$805,3990.06%
118WESCO INTL INC95082P1054,292$776,6780.06%
119ISHARES TRUST46428750712,350$769,5290.06%
120VANGUARD SCOTTSDALE FDS92206C8709,271$744,1860.06%
121COSTCO WHSL CORP22160K105800$733,0160.06%
122OKTA INCORPORATIONOKTA9,100$717,0800.05%
123VANGUARD INDEX FDS9229086292,636$696,2460.05%
124OMNICOM GROUP INCOMC7,593$653,3010.05%
125ISHARES TRUST4642876066,790$617,4150.05%
126ISHARES TR4642874405,558$513,8360.04%
127ISHARES TRUST4642888855,300$513,1990.04%
128FREEPORT-MCMORAN COPPER & GOLDFCX12,905$491,4210.04%
129US BANCORP DELUSB-PS10,171$486,4800.04%
130CENTRAL GARDEN & PET COCENTA14,425$476,7460.04%
131SELECT SECTOR SPDR TR81369Y8865,949$450,2810.03%
132NORFOLK SOUTHERN CORP6558441081,904$446,8690.03%
133QUALCOMM INCQCOM2,852$438,1240.03%
134ISHARES TRUST4642878043,797$437,4900.03%
135ISHARES TRUST4642871683,304$433,7830.03%
136MORGAN STANLEYMS-PQ3,384$425,4400.03%
137CHUBB LIMITEDCB1,525$421,3610.03%
138CITIGROUP INCC-PR5,183$364,8320.03%
139ADVANCED MIRCO DEVICES INCAMD2,992$361,4030.03%
140BLACKSTONE GROUP INCBX1,859$320,5280.02%
141EMERSON ELECTIC COEMR2,522$312,5510.02%
142INVESCO EXCH TRD SLF IDX FDIVZ16,060$312,0460.02%
143CANADIAN PACIFIC KANSAS CITYCP4,005$289,8400.02%
144ADOBE SYSTEMS INCADBE635$282,3730.02%
145ABBOTT LABORATORIESABLZF2,312$261,5090.02%
146PRUDENTIAL FINANCIAL INPUKPF2,205$261,3590.02%
147CATERPILLAR INCCAT704$255,3820.02%
148BUNGE GLOBAL SABG3,189$247,9770.02%
149SELECT SECTOR SPDR ETF81369Y8031,064$247,4010.02%
150STRYKER CORPORATIONSYK665$239,4340.02%
151LOWES COS INC548661107965$238,1620.02%
152ALPHABET INCGOOG1,168$222,4340.02%
153WRAP TECHNOLOGIES INCWRAP97,760$207,2510.02%
154EXPEDIA GROUP INCEXPE1,090$203,1000.02%
155ALLETE INC0185223003,111$201,5930.02%
156BROADWIND INCBWEN13,239$24,8890.00%
157OXFORD SQUARE CAP CORPOXSQH10,000$24,4000.00%
158GLUCOTRACK INCGCTK13,855$5,1680.00%