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The Analysis of Emprise Bank's Holdings & P&L

Currently, Emprise Bank holds 107 types of securities in its portfolio with a total value $249.1M. In the most recent quarter, they have increased their positions in DIHP (+108.2K shares, valued at $3.5M), AVDV (+21.4K shares, valued at $2.1M), DUHP (+56.8K shares, valued at $2.1M); decreased their positions in NVDA (-2.9K shares, valued at $504.5K), N/A (-1.6K shares, valued at $496.8K), AAPL (-1.1K shares, valued at $286.8K); initiated new positions in QUAL (+3.8K shares, valued at $727.3K), ED (+2.0K shares, valued at $226.4K), SO (+2.2K shares, valued at $217.0K).

1M P&L

-965.3K-0.39%

3M P&L

-622.0K-0.25%

HY P&L

+17.1M+7.43%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A169.7M

74.0%

2Semiconductors7.2M

3.1%

3Consumer Electronics5.5M

2.4%

Top Industries by Stock Count

1N/A37 stocks

39.4%

2Aerospace & Defense4 stocks

4.3%

3Oil & Gas Integrated4 stocks

4.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VGIT VANGUARD INTERMEDIATE-TERM588.5K shares5.95%2026-03-312026-04-20

AVDV AVANTIS INTERNATIONAL SMALL CAP288.4K shares8.02%2026-03-312026-04-20

DFEM DIMENSIONAL EMERGING MARKETS CO544.6K shares11.27%2026-03-312026-04-20

VTIP VANGUARD SHORT TERM INF PROT SE348.2K shares-1.16%2026-03-312026-04-20

VTI VANGUARD TOTAL STOCK MARKET ETF37.4K shares11.12%2026-03-312026-04-20

VEA VANGUARD FTSE DEVELOPED MARKETS143.6K shares-0.91%2026-03-312026-04-20

SGOV iShares 0-3 Month Treasury Bond76.3K shares-3.28%2026-03-312026-04-20

BROADCOM INC BROADCOM INC21.4K shares-6.98%2026-03-312026-04-20

Sponsored

NVDA NVIDIA CORPORATION37.2K shares-7.22%2026-03-312026-04-20

DIHP Dimensional International High175.9K shares159.78%2026-03-312026-04-20

AAPL APPLE INC21.8K shares-4.94%2026-03-312026-04-20

DUHP Dimensional U.S. High Profitabi126.4K shares81.55%2026-03-312026-04-20

DISV DIMENSIONAL INTERNATIONAL SMALL111.4K shares5.17%2026-03-312026-04-20

MSFT MICROSOFT CORP11.3K shares-2.90%2026-03-312026-04-20

AVUV Avantis US Small Cap Value31.9K shares-1.23%2026-03-312026-04-20

DFAE DFA EMERGING CORE97.2K shares0.00%2026-03-312026-04-20

Sponsored

ALPHABET INC CL A ALPHABET INC CL A11.2K shares-4.61%2026-03-312026-04-20

CAT CATERPILLAR INC4.5K shares-3.17%2026-03-312026-04-20

AMZN AMAZON.COM INC15.3K shares-2.68%2026-03-312026-04-20

RTX RTX CORPORATION16.2K shares-2.19%2026-03-312026-04-20

ALPHABET INC CL C ALPHABET INC CL C9.9K shares0.00%2026-03-312026-04-20

JPM JPMORGAN CHASE & CO9.1K shares-3.06%2026-03-312026-04-20

COST COSTCO WHOLESALE CORPORATION2.5K shares-3.36%2026-03-312026-04-20

DFSV DFA US SMALL CAP VALUE70.5K shares8.73%2026-03-312026-04-20

Sponsored

BERKSHIRE HATHAWAY INC CLASS B BERKSHIRE HATHAWAY INC CLASS B4.4K shares-2.66%2026-03-312026-04-20

IWF ISHARES RUSSELL 1000 GROWTH4.5K shares-1.85%2026-03-312026-04-20

META META PLATFORMS INC CL A3.0K shares-3.30%2026-03-312026-04-20

V VISA INC CL A5.1K shares-6.27%2026-03-312026-04-20

EATON CORP PLC EATON CORP PLC4.1K shares-3.59%2026-03-312026-04-20

EFA ISHARES MSCI EAFE INDEX14.5K shares0.00%2026-03-312026-04-20

MDY SPDR S&P MIDCAP 4002.1K shares-1.18%2026-03-312026-04-20

SPTM SPDR Portfolio Total Stock Mark16.3K shares-0.01%2026-03-312026-04-20

Sponsored

WMT WALMART INC10.3K shares-8.15%2026-03-312026-04-20

PEP PEPSICO INC7.7K shares-12.47%2026-03-312026-04-20

TE CONNECTIVITY PLC TE CONNECTIVITY PLC5.7K shares-4.00%2026-03-312026-04-20

DFLV DIMENSIONAL US LARGE CAP32.2K shares-4.58%2026-03-312026-04-20

CB CHUBB LIMITED3.5K shares-2.95%2026-03-312026-04-20

XOM EXXON MOBIL CORP6.1K shares-1.62%2026-03-312026-04-20

NOC NORTHROP GRUMMAN CORP1.5K shares-3.15%2026-03-312026-04-20

IEI iShares 3-7 Year Treasury Bond8.5K shares0.00%2026-03-312026-04-20

Sponsored

TMO THERMO FISHER SCIENTIFIC INC2.0K shares-4.61%2026-03-312026-04-20

CVX CHEVRON CORPORATION4.8K shares-2.16%2026-03-312026-04-20

HD HOME DEPOT INC3.0K shares-4.91%2026-03-312026-04-20

BAC BANK OF AMERICA CORPORATION19.6K shares0.00%2026-03-312026-04-20

UNP UNION PACIFIC CORP3.8K shares-3.95%2026-03-312026-04-20

IJH ISHARES CORE S&P MIDCAP ETF12.9K shares0.00%2026-03-312026-04-20

JQUA JPMorgan U.S. Quality Factor ET13.8K shares0.00%2026-03-312026-04-20

COP CONOCOPHILLIPS6.4K shares-2.99%2026-03-312026-04-20

Sponsored

IJR ISHARES CORE S&P SMALL-CAP ETF6.6K shares0.00%2026-03-312026-04-20

IWD ISHARES RUSSELL 1000 VALUE INDE3.8K shares0.00%2026-03-312026-04-20

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF1.3K shares-0.16%2026-03-312026-04-20

UNH UNITEDHEALTH GROUP INC2.8K shares-12.09%2026-03-312026-04-20

ECL ECOLAB INC2.9K shares-3.60%2026-03-312026-04-20

CRM SALESFORCE INC4.1K shares-12.10%2026-03-312026-04-20

QUAL iShares Edge MSCI USA Quality F3.8K sharesnew addition2026-03-312026-04-20

TXN TEXAS INSTRUMENTS INC3.7K shares0.00%2026-03-312026-04-20

Sponsored

ORCL ORACLE CORP4.7K shares-0.85%2026-03-312026-04-20

PNC PNC FINANCIAL SERVICES GROUP IN3.3K shares-3.20%2026-03-312026-04-20

IEMG ISHARES CORE MSCI EMERGING9.4K shares-6.01%2026-03-312026-04-20

AA ALCOA UPSTREAM CORP9.4K shares0.00%2026-03-312026-04-20

MERCK & CO INC MERCK & CO INC4.9K shares-4.73%2026-03-312026-04-20

PM PHILIP MORRIS INTERNATIONAL INC3.5K shares0.00%2026-03-312026-04-20

DHR DANAHER CORP2.9K shares-4.41%2026-03-312026-04-20

BA BOEING CO2.8K shares0.00%2026-03-312026-04-20

Sponsored

VWO VANGUARD FTSE EMERGING MARKETS9.8K shares-0.16%2026-03-312026-04-20

SDY SPDR S&P DIVIDEND3.5K shares0.00%2026-03-312026-04-20

NFLX NETFLIX INC5.0K shares-2.34%2026-03-312026-04-20

SBUX STARBUCKS CORP5.2K shares-4.14%2026-03-312026-04-20

IVV ISHARES CORE S&P 500 ETF699 shares0.00%2026-03-312026-04-20

YUM YUM BRANDS INC2.9K shares0.00%2026-03-312026-04-20

GENERAL ELECTRIC CO GENERAL ELECTRIC CO1.5K shares0.00%2026-03-312026-04-20

CFFN CAPITOL FEDERAL FINANCIAL INC57.0K shares0.00%2026-03-312026-04-20

Sponsored

DFAI DFA INTERNATIONAL CORE EQUITY10.0K shares-15.37%2026-03-312026-04-20

AVEM Avantis Emerging Markets Equity4.6K shares28.06%2026-03-312026-04-20

EXPE EXPEDIA GROUP INC1.5K shares0.00%2026-03-312026-04-20

AVIV AVANTIS INT LARGE CAP VAL4.3K shares0.00%2026-03-312026-04-20

MCD MCDONALDS CORP1.0K shares-3.14%2026-03-312026-04-20

GEV GE VERNOVA362 shares0.00%2026-03-312026-04-20

NFG NATIONAL FUEL GAS CO3.3K shares0.00%2026-03-312026-04-20

ABBV ABBVIE INC1.4K shares0.00%2026-03-312026-04-20

Sponsored

MO ALTRIA GROUP INC4.4K shares0.00%2026-03-312026-04-20

H HYATT HOTELS CORP CL A2.0K shares0.00%2026-03-312026-04-20

BP BP PLC SPONSORED ADR6.1K shares0.00%2026-03-312026-04-20

SCHD SCHWAB US DIVIDEND EQUITY ETF8.7K shares0.00%2026-03-312026-04-20

KEY KEYCORP13.2K shares0.00%2026-03-312026-04-20

FTV FORTIVE CORP4.7K shares-4.93%2026-03-312026-04-20

IQDG WISDOMTREE TR INTL QULTY DIV6.3K shares0.00%2026-03-312026-04-20

CW CURTISS WRIGHT CORP371 shares0.00%2026-03-312026-04-20

Sponsored

PG PROCTER & GAMBLE CO1.7K shares-5.44%2026-03-312026-04-20

DFAU DFA US CORE EQUITY5.6K shares0.00%2026-03-312026-04-20

AMP AMERIPRISE FINANCIAL INC551 shares-1.25%2026-03-312026-04-20

SCHG SCHWAB US LARGE CAP GROWTH ETF8.2K shares0.00%2026-03-312026-04-20

VXUS VANGUARD TOTAL INTERNATIONAL3.1K shares-2.46%2026-03-312026-04-20

CCL CARNIVAL CORP9.0K shares0.00%2026-03-312026-04-20

UAL UNITED AIRLINES HOLDINGS INC2.5K shares0.00%2026-03-312026-04-20

ED CONSOLIDATED EDISON INC COMMON2.0K sharesnew addition2026-03-312026-04-20

Sponsored

LLY ELI LILLY & CO244 shares0.00%2026-03-312026-04-20

BKNG BOOKING HOLDINGS INC52 shares0.00%2026-03-312026-04-20

SO SOUTHERN COMPANY2.2K sharesnew addition2026-03-312026-04-20

WMB WILLIAMS COS INC2.9K sharesnew addition2026-03-312026-04-20

AMERICAN WASHNTN MUTUAL INVESTR AMERICAN WASHNTN MUTUAL INVESTR3.4K sharesnew addition2026-03-312026-04-20

WELL WELLTOWER INC1.0K sharesnew addition2026-03-312026-04-20

DOV DOVER975 sharesnew addition2026-03-312026-04-20

AMERICAN INVESTMNT CO OF AMERIC AMERICAN INVESTMNT CO OF AMERIC3.4K shares0.00%2026-03-312026-04-20

Sponsored

IEFA ISHARES CORE MSCI EAFE ETF2.2K shares-6.26%2026-03-312026-04-20

MODESTO CALIF 5.000 09/01/27 MODESTO CALIF 5.000 09/01/2750.0K shares0.00%2026-03-312026-04-20

HEMPSTEAD TOWN 5.000 10/01/27 HEMPSTEAD TOWN 5.000 10/01/2750.0K shares0.00%2026-03-312026-04-20

VGIT

VANGUARD INTERMEDIATE-TERM

5.95%

Shares588.5K

Event2026-03-31

Filed2026-04-20

AVDV

AVANTIS INTERNATIONAL SMALL CAP

8.02%

Shares288.4K

Event2026-03-31

Filed2026-04-20

DFEM

DIMENSIONAL EMERGING MARKETS CO

11.27%

Shares544.6K

Event2026-03-31

Filed2026-04-20

VTIP

VANGUARD SHORT TERM INF PROT SE

-1.16%

Shares348.2K

Event2026-03-31

Filed2026-04-20

VTI

VANGUARD TOTAL STOCK MARKET ETF

11.12%

Shares37.4K

Event2026-03-31

Filed2026-04-20

VEA

VANGUARD FTSE DEVELOPED MARKETS

-0.91%

Shares143.6K

Event2026-03-31

Filed2026-04-20

SGOV

iShares 0-3 Month Treasury Bond

-3.28%

Shares76.3K

Event2026-03-31

Filed2026-04-20

BROADCOM INC

-6.98%

Shares21.4K

Event2026-03-31

Filed2026-04-20

NVDA

NVIDIA CORPORATION

-7.22%

Shares37.2K

Event2026-03-31

Filed2026-04-20

DIHP

Dimensional International High

159.78%

Shares175.9K

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC

-4.94%

Shares21.8K

Event2026-03-31

Filed2026-04-20

DUHP

Dimensional U.S. High Profitabi

81.55%

Shares126.4K

Event2026-03-31

Filed2026-04-20

DISV

DIMENSIONAL INTERNATIONAL SMALL

5.17%

Shares111.4K

Event2026-03-31

Filed2026-04-20

MSFT

MICROSOFT CORP

-2.90%

Shares11.3K

Event2026-03-31

Filed2026-04-20

AVUV

Avantis US Small Cap Value

-1.23%

Shares31.9K

Event2026-03-31

Filed2026-04-20

DFAE

DFA EMERGING CORE

0.00%

Shares97.2K

Event2026-03-31

Filed2026-04-20

ALPHABET INC CL A

-4.61%

Shares11.2K

Event2026-03-31

Filed2026-04-20

CAT

CATERPILLAR INC

-3.17%

Shares4.5K

Event2026-03-31

Filed2026-04-20

AMZN

AMAZON.COM INC

-2.68%

Shares15.3K

Event2026-03-31

Filed2026-04-20

RTX

RTX CORPORATION

-2.19%

Shares16.2K

Event2026-03-31

Filed2026-04-20

ALPHABET INC CL C

0.00%

Shares9.9K

Event2026-03-31

Filed2026-04-20

JPM

JPMORGAN CHASE & CO

-3.06%

Shares9.1K

Event2026-03-31

Filed2026-04-20

COST

COSTCO WHOLESALE CORPORATION

-3.36%

Shares2.5K

Event2026-03-31

Filed2026-04-20

DFSV

DFA US SMALL CAP VALUE

8.73%

Shares70.5K

Event2026-03-31

Filed2026-04-20

BERKSHIRE HATHAWAY INC CLASS B

-2.66%

Shares4.4K

Event2026-03-31

Filed2026-04-20

IWF

ISHARES RUSSELL 1000 GROWTH

-1.85%

Shares4.5K

Event2026-03-31

Filed2026-04-20