Arkolith/Funds/Old Second National Bank Of Aurora

Old Second National Bank Of Aurora

CIK 903783Bank / broker
Holdings as of Jun 30, 2026·disclosed Jul 21, 2026·~21-day 13F lag·13F-HR
Active Filer

Old Second National Bank Of Aurora holds a diversified book of 275 reported positions worth $530.5M as of Q2 2026 (disclosed Jul 21, 2026, a ~21-day 13F lag). This quarter they opened Blackstone Secured Lending F and trimmed MFS Active International. Their largest long position is MFS Active International at 8% of the reported non-option book. Cloning the disclosed picks since 2024 would be +33% (+16.4%/yr). That is a simulation of the disclosed long book, not audited returns.

Old Second National Bank Of Aurora files as a bank or broker: much of this book is custody and client positions, not a proprietary portfolio.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+32.6%
+16.4%/yr · since Nov '24
Their reported book
+27.3%
held from quarter-end
S&P 500
+34.9%
same window
$9K$10K$11K$12K$14KNov '24Mar '25Aug '25Dec '25Apr '26Sep '26
Old Second National Bank Of Aurora (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 5.3 points over this window.

Growth of $10,000 cloning Old Second National Bank Of Aurora's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~21 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.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
25%
Top 10 holdings
38%
Top 20 holdings
57%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

62% mapped to company sectors

ETFs / funds
37%
Information Technology
21%
Financials
11%
Industrials
8%
Health Care
6%
Consumer Discretionary
4%
Materials
3%
Energy
3%

+5 sectors below the cut, 7% 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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Old Second National Bank Of Aurora

Manager / fundShared namesTheir $ in those
Swiss Re Ltd42 / 80$1.0B
Uhlmann Price Securities, LLC37 / 80$2.5B
Emerald Advisors, LLC35 / 80$650.2M
Independent Investors Inc27 / 80$420.4M
Greenleaf Trust65 / 80$7.9B
Oakmont Corp13 / 80$384.6M
River Street Advisors LLC73 / 80$259.8M
Marest Capital, LLC11 / 80$151.0M

Ranked by the share of each fund's own book sitting in the names it shares with Old Second National Bank Of Aurora: 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.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

275 positions
#SecurityValueShares% PortLast moveHistory
1MFS Active International ETF
Com
$44.6M1.37M
8.4%
−0.8%
Reduced · −11K sh
2Ishares Core S&P Midcap ETF
Com
$32.1M416.3K
6.1%
−2.1%
Reduced · −9K sh
3Nvidia Corporation
Com
$20.4M102.1K
3.8%
−3.9%
Reduced · −4K sh
4Broadcom Inc
Com
$18.9M50.0K
3.6%
−6.9%
Reduced · −4K sh
5Apple Computer Inc
Com
$15.6M53.9K
2.9%
−3.5%
Reduced · −2K sh
6Alphabet Class A
Com
$15.6M43.6K
2.9%
−7.0%
Reduced · −3K sh
7Invesco Bulletshares 2027 ETF
Com
$15.1M771.9K
2.9%
−3.0%
Reduced · −24K sh
8KLA Corp
Com
$14.6M48.3K
2.7%
+783%
Added · +43K sh
9Microsoft Corp
Com
$14.1M37.8K
2.7%
+4.6%
Added · +2K sh
10Vanguard FTSE Europe ETF
Com
$12.6M141.8K
2.4%
−7.8%
Reduced · −12K sh
11Corning Inc
Com
$11.8M46.2K
2.2%
−41%
Reduced · −32K sh
12J P Morgan Chase & Co
Com
$11.6M35.4K
2.2%
−2.7%
Reduced · −990 sh
13Morgan Stanley
Com
$10.9M52.4K
2.1%
−5.7%
Reduced · −3K sh
14Vanguard MSCI Emerging Markets ETF
Com
$10.9M183.2K
2.1%
43×
Added · +179K sh
15Cummins Inc.
Com
$10.7M15.0K
2.0%
−9.9%
Reduced · −2K sh
16Eli Lilly & Co
Com
$10.2M8.5K
1.9%
−4.0%
Reduced · −358 sh
17Vanguard FTSE Developed Markets ETF
Com
$9.8M138.0K
1.9%
+3.5%
Added · +5K sh
18SPDR S&P 500 ETF
Com
$9.1M12.2K
1.7%
−1.5%
Reduced · −183 sh
19Amazon.com Inc.
Com
$8.0M33.4K
1.5%
−1.9%
Reduced · −646 sh
20Vanguard Total World Stock ETF
Com
$7.5M47.6K
1.4%
−4.2%
Reduced · −2K sh
21Pulte Homes, Inc
Com
$7.2M52.8K
1.4%
−2.3%
Reduced · −1K sh
22Blackrock Financial Class B
Com
$6.9M7.2K
1.3%
−2.6%
Reduced · −197 sh
23Invesco Bulletshares 2028 ETF
Com
$6.9M340.2K
1.3%
~0%
Added · +21 sh
24Johnson & Johnson
Com
$6.9M27.2K
1.3%
−4.3%
Reduced · −1K sh
25SPDR Portfolio S&P 500 ETF
Com
$6.5M73.5K
1.2%
+10%
Added · +7K sh
26Blackstone Inc
Com
$5.4M46.2K
1.0%
+24%
Added · +9K sh
27Invesco Bulletshares 2027 High Yld ETF
Com
$5.3M236.7K
1.0%
−9.2%
Reduced · −24K sh
28Viking Holdings Ltd.
Com
$5.1M48.9K
1.0%
−5.7%
Reduced · −3K sh
29Valero Energy Corp
Com
$5.0M19.3K
0.9%
−7.9%
Reduced · −2K sh
30Abbvie Inc
Com
$4.8M19.2K
0.9%
−1.5%
Reduced · −296 sh
31Fifth Third Bancorp
Com
$4.6M81.5K
0.9%
−0.5%
Reduced · −391 sh
32EOG Resources Inc
Com
$4.5M35.0K
0.9%
+29%
Added · +8K sh
33Chevron Corp
Com
$4.5M27.2K
0.8%
+27%
Added · +6K sh
34Metlife Inc
Com
$4.4M51.8K
0.8%
−1.1%
Reduced · −568 sh
35Sofi Technologies Inc
Com
$4.3M240.9K
0.8%
+39%
Added · +67K sh
36Eaton Corp PLC
Com
$4.3M10.1K
0.8%
−1.4%
Reduced · −143 sh
37Pepsico Inc.
Com
$4.2M31.3K
0.8%
−3.1%
Reduced · −999 sh
38Blackstone Secured Lending Fund
Com
$4.2M175.5K
0.8%
New
New position
39Ares Capital Corporation
Com
$4.2M224.3K
0.8%
New
New position
40Capital One Financial
Com
$3.8M19.0K
0.7%
+4.5%
Added · +819 sh
41Northrop Grumman Corp
Com
$3.7M7.3K
0.7%
−2.3%
Reduced · −171 sh
42Nextera Energy Inc
Com
$3.7M42.1K
0.7%
+7.0%
Added · +3K sh
43Prologis Inc
Com
$3.5M26.1K
0.7%
−3.7%
Reduced · −1K sh
44Norfolk Southern Corp
Com
$3.5M11.0K
0.7%
−1.2%
Reduced · −136 sh
45Mastercard Inc.
Com
$3.3M6.4K
0.6%
+2.1%
Added · +133 sh
46First Trust Cybersecurity ETF
Com
$3.2M35.2K
0.6%
−3.9%
Reduced · −1K sh
47Procter & Gamble Co
Com
$2.9M19.9K
0.5%
−0.1%
Reduced · −22 sh
48United Parcel Service Inc Class B
Com
$2.9M26.8K
0.5%
−0.1%
Reduced · −42 sh
49Welltower Inc
Com
$2.8M12.4K
0.5%
−10.0%
Reduced · −1K sh
50Badger Meter Inc
Com
$2.8M18.6K
0.5%
+8.2%
Added · +1K sh
Showing 50 of 275 positions
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Filing history

As-of date vs the date the SEC received each filing

$530.5M · Q2 2026Q3 2024 · $414.2MQ2 2026 · $530.5M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 21, 202621d387$530.5M13F-HR
Q1 2026Mar 31, 2026Apr 21, 202621d391$483.9M13F-HR
Q4 2025Dec 31, 2025Jan 27, 202627d402$500.0M13F-HR
Q3 2025Sep 30, 2025Oct 22, 202522d401$485.4M13F-HR
Q2 2025Jun 30, 2025Jul 21, 202521d419$458.0M13F-HR
Q1 2025Mar 31, 2025Apr 21, 202521d431$424.7M13F-HR
Q4 2024Dec 31, 2024Jan 23, 202523d640$439.8M13F-HR
Q3 2024Sep 30, 2024Nov 5, 202436d457$414.2M13F-HR

Data source

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.