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 stocks worth $530.5M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2024 would be +30% (+16.4%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show OLD SECOND NATIONAL BANK OF AURORA's latest
holdings, largest changes, and filing provenance.
Opened
288
new positions
Added to
37
existing
Trimmed
93
reduced
Sold out
12
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+30.0%
+16.4%/yr · since Nov '24
Their reported book
+24.3%
held from quarter-end
S&P 500
+30.8%
same window
$9K$10K$11K$12K$13KNov '24Mar '25Jul '25Nov '25Mar '26Jul '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 5.7 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 the ~45-day reporting lag, 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.

Concentration

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.

Direct sector allocation

62% mapped to company sectors

ETF / fund or unclassified
38%
Information Technology
21%
Financials
11%
Industrials
7%
Health Care
6%
Consumer Discretionary
4%
Materials
3%
Energy
3%

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, 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
BANK OF AMERICA CORP /DE/80 / 80$379.6B
ROYAL BANK OF CANADA80 / 80$160.9B
RAYMOND JAMES FINANCIAL INC80 / 80$84.3B
ENVESTNET ASSET MANAGEMENT INC80 / 80$80.2B
LPL Financial LLC80 / 80$71.1B
JONES FINANCIAL COMPANIES LLLP80 / 80$51.8B
STIFEL FINANCIAL CORP80 / 80$33.0B
Cetera Investment Advisers80 / 80$18.4B

Ranked by how many of Old Second National Bank Of Aurora's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock'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

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 21, 2026387$530.5M13F-HR
Q1 2026Mar 31, 2026Apr 21, 2026391$483.9M13F-HR
Q4 2025Dec 31, 2025Jan 27, 2026402$500.0M13F-HR
Q3 2025Sep 30, 2025Oct 22, 2025401$485.4M13F-HR
Q2 2025Jun 30, 2025Jul 21, 2025419$458.0M13F-HR
Q1 2025Mar 31, 2025Apr 21, 2025431$424.7M13F-HR
Q4 2024Dec 31, 2024Jan 23, 2025640$439.8M13F-HR
Q3 2024Sep 30, 2024Nov 5, 2024457$414.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.