ALERUS FINANCIAL NA has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing was submitted on November 9, 2026, and lists Heather Bergantine as the Wealth Management Advisor Support Manager responsible for the report.
The report details a portfolio consisting of 553 separate securities. The largest holding disclosed in the filing is Apple Inc., for which the filer reported ownership of 61,350,276 shares. Other significant positions include Amazon.com Inc. with 27,711,709 shares, Microsoft Corporation with 24,418,300 shares, and Broadcom Inc. with 36,998,920 shares.
The portfolio includes a mix of large-cap technology companies, energy firms, and consumer staples. Notable positions include Alibaba Group Holding Ltd. (33,768 shares), Visa Inc. (19,378,028 shares), and UnitedHealth Group Inc. (6,236,733 shares). The filing also lists several exchange-traded funds, including funds focused on emerging markets and conservative strategies.
