First National Bank Sioux Falls holds a focused book of 147 reported positions worth $365.5M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). Their largest long position is Vanguard S&P 500 ETF at 9% of the reported non-option book. Cloning the disclosed picks since 2024 would be +30% (+15.2%/yr). That is a simulation of the disclosed long book, not audited returns.
First National Bank Sioux Falls files as a bank or broker: much of this book is custody and client positions, not a proprietary portfolio.
Following at the filing date actually beat the quarter-end book by 1.7 points over this window.
Growth of $10,000 cloning First National Bank Sioux Falls's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~24 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
27% mapped to company sectors
+4 sectors below the cut, 3% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Other tracked managers holding the same core names as First National Bank Sioux Falls
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 40 / 80 | $1.0B |
| New World Advisors LLC | 36 / 80 | $520.7M |
| Ardent Capital Management, Inc. | 21 / 80 | $206.1M |
| Independent Investors Inc | 23 / 80 | $409.8M |
| Marest Capital, LLC | 11 / 80 | $152.9M |
| JBF Capital, Inc. | 11 / 80 | $568.8M |
| Founders Capital Management, LLC | 27 / 80 | $498.3M |
| MSA Advisors, LLC | 15 / 80 | $286.9M |
Ranked by the share of each fund's own book sitting in the names it shares with First National Bank Sioux Falls: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard 500 Index Fund ETF Exchange Traded Fund | $32.4M | 50.2K | 8.9% | —Held | |
| 2 | JPMorgan Mortgage-Backed Securities ETF Fixed Income ETF | $31.2M | 611.8K | 8.5% | —Held | |
| 3 | Avantis International Equity ETF Exchange Traded Fund | $25.7M | 285.0K | 7.0% | —Held | |
| 4 | iShares Core MSCI International Exchange Traded Fund | $22.0M | 247.9K | 6.0% | —Held | |
| 5 | Avantis US Large Cap Value ETF Exchange Traded Fund | $19.0M | 225.0K | 5.2% | —Held | |
| 6 | Vanguard Mid-Cap Index ETF Exchange Traded Fund | $14.6M | 48.2K | 4.0% | —Held | |
| 7 | Invesco S&P 500 Equal Weight ETF Exchange Traded Fund | $11.4M | 56.6K | 3.1% | —Held | |
| 8 | Dimensional World EX US Core Equity 2 ETF Exchange Traded Fund | $11.2M | 308.5K | 3.1% | —Held | |
| 9 | Vanguard Value ETF Exchange Traded Fund | $11.2M | 55.4K | 3.1% | —Held | |
| 10 | Dimensional US Small Cap ETF Exchange Traded Fund | $10.9M | 144.8K | 3.0% | —Held | |
| 11 | Schwab U.S. Large-Cap Growth ETF Exchange Traded Fund | $9.1M | 283.9K | 2.5% | —Held | |
| 12 | Avantis Intl Small Cap Value ETF Exchange Traded Fund | $9.0M | 85.0K | 2.5% | —Held | |
| 13 | Avantis US Small Cap Value ETF Exchange Traded Fund | $8.9M | 77.0K | 2.4% | —Held | |
| 14 | Dimensional US Marketwide Value ETF Exchange Traded Fund | $6.8M | 134.3K | 1.9% | —Held | |
| 15 | Amazon Com Inc Common Stock | $5.9M | 23.6K | 1.6% | —Held | |
| 16 | Apple Inc Common Stock | $5.9M | 22.2K | 1.6% | —Held | |
| 17 | Berkshire Hathaway Inc Class B Common Stock | $5.3M | 11.1K | 1.4% | —Held | |
| 18 | Dimensional International Core Equity Market ETF Exchange Traded Fund | $4.6M | 111.6K | 1.3% | —Held | |
| 19 | State Street SPDR S&P 500 ETF Trust Exchange Traded Fund | $4.5M | 6.3K | 1.2% | —Held | |
| 20 | Caterpillar Inc Common Stock | $4.4M | 5.7K | 1.2% | —Held | |
| 21 | Visa Inc Common Stock | $4.0M | 12.6K | 1.1% | —Held | |
| 22 | Apollo Global Management Inc Common Stock | $3.6M | 29.9K | 1.0% | —Held | |
| 23 | Alphabet Inc Capital Stock Class A Common Stock | $3.2M | 9.6K | 0.9% | —Held | |
| 24 | Microsoft Corp Common Stock | $3.1M | 7.4K | 0.8% | —Held | |
| 25 | IShares Russell 1000 Growth Index Fund Exchange Traded Fund | $2.9M | 6.2K | 0.8% | —Held | |
| 26 | Avantis US Mid Cap Value ETF Exchange Traded Fund | $2.8M | 36.7K | 0.8% | —Held | |
| 27 | Cambria US Ew ETF Exchange Traded Fund | $2.7M | 51.1K | 0.7% | —Held | |
| 28 | Simplify MBS ETF Fixed Income ETF | $2.6M | 52.5K | 0.7% | —Held | |
| 29 | J P Morgan Chase & Co Common Stock | $2.5M | 8.0K | 0.7% | —Held | |
| 30 | WisdomTree U.S. Value Fund Exchange Traded Fund | $2.2M | 22.2K | 0.6% | —Held | |
| 31 | Oracle Corp Common Stock | $2.2M | 12.1K | 0.6% | —Held | |
| 32 | Blackstone Inc Common Stock | $2.1M | 16.2K | 0.6% | —Held | |
| 33 | IShares Russell MidCap Growth Exchange Traded Fund | $2.1M | 15.3K | 0.6% | —Held | |
| 34 | Vanguard FTSE Developed Markets Index Fund ETF Exchange Traded Fund | $2.0M | 29.6K | 0.6% | —Held | |
| 35 | Exxon Mobil Corp Common Stock | $2.0M | 13.3K | 0.6% | —Held | |
| 36 | Mastercard Inc Common Stock | $1.9M | 3.6K | 0.5% | —Held | |
| 37 | Elm Market Navigator ETF Exchange Traded Fund | $1.8M | 64.8K | 0.5% | —Held | |
| 38 | CSX Corp Common Stock | $1.7M | 40.5K | 0.5% | —Held | |
| 39 | Bank of America Corp Common Stock | $1.5M | 28.6K | 0.4% | —Held | |
| 40 | Uber Technologies Inc Common Stock | $1.4M | 18.7K | 0.4% | —Held | |
| 41 | iShares S&P 500 Growth ETF Exchange Traded Fund | $1.4M | 11.0K | 0.4% | —Held | |
| 42 | ASML Holding NV Int'l Common Stock | $1.4M | 976 | 0.4% | —Held | |
| 43 | KKR & Company Inc Common Stock | $1.4M | 13.4K | 0.4% | —Held | |
| 44 | AbbVie Inc Common Stock | $1.3M | 6.4K | 0.4% | —Held | |
| 45 | Meta Platforms Inc Common Stock | $1.3M | 2.0K | 0.4% | —Held | |
| 46 | West Pharmaceutical Services Inc Common Stock | $1.3M | 4.7K | 0.3% | —Held | |
| 47 | Pepsico Inc Common Stock | $1.3M | 8.0K | 0.3% | —Held | |
| 48 | IShares National Muni Bond ETF Fixed Income ETF | $1.3M | 11.9K | 0.3% | —Held | |
| 49 | Sherwin Williams Co Common Stock | $1.2M | 3.7K | 0.3% | —Held | |
| 50 | Union Pacific Corp Common Stock | $1.2M | 4.8K | 0.3% | —Held |
This bank page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1085041/holdings"
Use Arkolith to show FIRST NATIONAL BANK SIOUX FALLS's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 24d | 178 | $365.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 17, 2026 | 17d | 178 | $365.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 30, 2026 | 30d | 172 | $334.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 21d | 171 | $320.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 1, 2025 | 1d | 166 | $272.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 15, 2025 | 15d | 162 | $247.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 13, 2025 | 13d | 159 | $234.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 29, 2024 | 29d | 156 | $219.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.