Oldfather-Financial-Services
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, "BKE", "ABT", "ABBV", "GOOGL", "AXP", "LOW", "MCD", "UNP", "IJH", null, "MA", "MSFT", "AMP", "IWD", "ORCL", null, "EEM", "IWF", "PEP", "PNC", "IJK", "IVV", "UNH", "AAPL", "SPY", "PG", "VZ", null, null, "SCHX", null, null, null, "IBM", "VO", "VWO", "VIG", "IWO", "IWN", "SDY", "GSLC", null, "AMZN", null, null, "USB", "VFH", "VBK", "BND", "VBR", "VB", "VOO", "V", "WFC", "SCHD", "SCHG", null, "SCHF", "SCHA", "BAC", "BRK-A", "BRK-B", "COST", "DE", "IJJ", "EFA", "IWB", "QQQ", "IWM", "MDY", "ETN", "XOM", "JNJ", "XLK", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-01
- Total Holdings
- 78
- Total Value
- 263444452
- Accession Number
- 0001775530-25-000003
- Form Type
- 13F-HR
- Manager Name
- Oldfather-Financial-Services
Data Enrichment
83% identified65 identified13 unidentified
Holdings
78 positions • $263.4M total value
Manager:
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Page 3 of 4
Shares:1.4K
Value:$635.4K
% of Portfolio:0.2% ($635.4K/$263.4M)
464288513
Shares:6.6K
Value:$521.3K
% of Portfolio:0.2% ($521.3K/$263.4M)
Shares:10.9K
Value:$493.0K
% of Portfolio:0.2% ($493.0K/$263.4M)
Shares:10.8K
Value:$450.3K
% of Portfolio:0.2% ($450.3K/$263.4M)
464287101
Shares:1.6K
Value:$425.7K
% of Portfolio:0.2% ($425.7K/$263.4M)
808524706
Shares:14.1K
Value:$388.0K
% of Portfolio:0.1% ($388.0K/$263.4M)
336917109
Shares:8.6K
Value:$375.1K
% of Portfolio:0.1% ($375.1K/$263.4M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
US BANCORP \DE\(USBcusip902973304) | 15.4K | QoQ +2.59% (-390)YoY +2.92% (-439) | All Managers (Combined) | $651.8K | 0.2% ($651.8K/$263.4M) | |
| 1.4K | All Managers (Combined) | $635.4K | 0.2% ($635.4K/$263.4M) | |||
| 21.1K | All Managers (Combined) | $588.9K | 0.2% ($588.9K/$263.4M) | |||
| 28.8K | All Managers (Combined) | $570.1K | 0.2% ($570.1K/$263.4M) | |||
DEERE & CO(DEcusip244199105) | 1.2K | QoQ +0.08% (+1)YoY +1.02% (+12) | All Managers (Combined) | $557.2K | 0.2% ($557.2K/$263.4M) | |
| 2.6K | QoQ +2.89% (-72)YoY +2.89% (+72) | All Managers (Combined) | $528.4K | 0.2% ($528.4K/$263.4M) | ||
(cusip464288513)✕ | 6.6K | All Managers (Combined) | $521.3K | 0.2% ($521.3K/$263.4M) | ||
| 10.9K | QoQ 0.00% (+1)YoY +0.87% (+94) | All Managers (Combined) | $493.0K | 0.2% ($493.0K/$263.4M) | ||
EXXON MOBIL CORP(XOMcusip30231G102) | 3.8K | QoQ +2.13% (+80)YoY +4.55% (+167) | All Managers (Combined) | $455.7K | 0.2% ($455.7K/$263.4M) | |
Mastercard Inc(MAcusip57636Q104) | 822 | QoQ +0.12% (+1)YoY -1.20% (-10) | All Managers (Combined) | $450.6K | 0.2% ($450.6K/$263.4M) | |
| 10.8K | QoQ -0.94% (-103)YoY +0.22% (+24) | All Managers (Combined) | $450.3K | 0.2% ($450.3K/$263.4M) | ||
(cusip464287101)✕ | 1.6K | QoQ 0.00% (-0) | All Managers (Combined) | $425.7K | 0.2% ($425.7K/$263.4M) | |
AMAZON COM INC(AMZNcusip023135106) | 2.1K | All Managers (Combined) | $396.7K | 0.2% ($396.7K/$263.4M) | ||
| 2.1K | QoQ 0.00% (-0)YoY -7.05% (-159) | All Managers (Combined) | $390.5K | 0.1% ($390.5K/$263.4M) | ||
(cusip808524706)✕ | 14.1K | All Managers (Combined) | $388.0K | 0.1% ($388.0K/$263.4M) | ||
(cusip336917109)✕ | 8.6K | All Managers (Combined) | $375.1K | 0.1% ($375.1K/$263.4M) | ||
| 1.4K | All Managers (Combined) | $337.0K | 0.1% ($337.0K/$263.4M) | |||
PEPSICO INC(PEPcusip713448108) | 2.2K | All Managers (Combined) | $333.4K | 0.1% ($333.4K/$263.4M) | ||
AbbVie Inc.(ABBVcusip00287Y109) | 1.5K | All Managers (Combined) | $322.5K | 0.1% ($322.5K/$263.4M) | ||
| 1.8K | QoQ -0.22% (-4)YoY +0.33% (+6) | All Managers (Combined) | $317.4K | 0.1% ($317.4K/$263.4M) |