Pioneer Trust Bank N A/Or Top Holdings and 13F Report (2025)

About Pioneer Trust Bank N A/Or

Investment Activity

Pioneer Trust Bank N A/Or has $379.41 million in total holdings as of March 31, 2025.
Pioneer Trust Bank N A/Or owns shares of 79 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
Approximately 1.07% of the portfolio was purchased this quarter.
About 2.08% of the portfolio was sold this quarter.
This quarter, Pioneer Trust Bank N A/Or has purchased 79 new stocks and bought additional shares in 19 stocks.
Pioneer Trust Bank N A/Or sold shares of 28 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $27,033,760
Microsoft: $26,147,374
Apple: $26,097,324
SPDR S&P 500 ETF Trust: $18,562,238
Valmont Industries: $15,099,783

Largest New Holdings this Quarter

291011104 - Emerson Electric: $464,764 Holding
26441C204 - Duke Energy: $251,990 Holding

Largest Purchases this Quarter

NVIDIA: 7,205 shares (about $780.88K)
SPDR S&P 500 ETF Trust: 1,224 shares (about $684.69K)
Emerson Electric: 4,239 shares (about $464.76K)
Amazon.com: 2,160 shares (about $410.96K)
Duke Energy: 2,066 shares (about $251.99K)

Largest Sales this Quarter

Visa: 3,607 shares (about $1.26M)
PepsiCo: 5,635 shares (about $844.91K)
Valmont Industries: 2,642 shares (about $753.95K)
Berkshire Hathaway: 1,175 shares (about $625.78K)
Lowe's Companies: 2,365 shares (about $551.59K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BRK.B Berkshire Hathaway	$27,033,760	$625,781 ▼	-2.3%	50,760	7.1%	Finance
MSFT Microsoft	$26,147,374	$227,861 ▲	0.9%	69,654	6.9%	Computer and Technology
AAPL Apple	$26,097,324	$439,594 ▼	-1.7%	117,487	6.9%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$18,562,238	$684,693 ▲	3.8%	33,183	4.9%	Finance
VMI Valmont Industries	$15,099,783	$753,948 ▼	-4.8%	52,913	4.0%	Industrials
GOOG Alphabet	$14,603,912	$203,568 ▲	1.4%	93,477	3.8%	Computer and Technology
UNH UnitedHealth Group	$14,315,135	$196,406 ▲	1.4%	27,332	3.8%	Medical
ACN Accenture	$12,629,819	$78,010 ▼	-0.6%	40,475	3.3%	Computer and Technology
JPM JPMorgan Chase & Co.	$11,731,743	$264,679 ▼	-2.2%	47,826	3.1%	Finance
ORCL Oracle	$11,297,487	$383,079 ▼	-3.3%	80,806	3.0%	Computer and Technology
AMZN Amazon.com	$11,288,126	$410,962 ▲	3.8%	59,330	3.0%	Retail/Wholesale
V Visa	$10,048,733	$1,264,108 ▼	-11.2%	28,673	2.6%	Business Services
BlackRock Inc New Com	$9,267,932	$4,732 ▲	0.1%	9,792	2.4%	Com
LLY Eli Lilly and Company	$8,729,043	$152,793 ▼	-1.7%	10,569	2.3%	Medical
CVX Chevron	$8,476,584	$424,080 ▼	-4.8%	50,670	2.2%	Energy
PG Procter & Gamble	$8,257,523	$330,444 ▼	-3.8%	48,454	2.2%	Consumer Staples
PEP PepsiCo	$7,861,654	$844,912 ▼	-9.7%	52,432	2.1%	Consumer Staples
ABT Abbott Laboratories	$7,649,926	$202,955 ▼	-2.6%	57,670	2.0%	Medical
ITW Illinois Tool Works	$7,412,522	$296,372 ▼	-3.8%	29,888	2.0%	Industrials
CSCO Cisco Systems	$7,284,249	$120,026 ▲	1.7%	118,040	1.9%	Computer and Technology
XOM Exxon Mobil	$7,006,880	$110,605 ▲	1.6%	58,916	1.8%	Energy
JNJ Johnson & Johnson	$6,724,091	$13,101 ▲	0.2%	40,546	1.8%	Medical
CRM Salesforce	$6,519,537	$130,155 ▼	-2.0%	24,294	1.7%	Computer and Technology
DHR Danaher	$6,491,530	$185,525 ▼	-2.8%	31,666	1.7%	Medical
LOW Lowe's Companies	$6,319,367	$551,589 ▼	-8.0%	27,095	1.7%	Retail/Wholesale
HON Honeywell International	$6,134,724	$4,870 ▲	0.1%	28,972	1.6%	Multi-Sector Conglomerates
NEE NextEra Energy	$5,948,947	$187,646 ▲	3.3%	83,918	1.6%	Utilities
DIS Walt Disney	$5,646,034	$207,862 ▼	-3.6%	57,204	1.5%	Consumer Discretionary
RTX RTX	$5,606,760	$49,672 ▼	-0.9%	42,328	1.5%	Aerospace
MCD McDonald's	$5,338,716	$45,294 ▼	-0.8%	17,091	1.4%	Retail/Wholesale
TJX TJX Companies	$5,301,101	$104,748 ▼	-1.9%	43,523	1.4%	Retail/Wholesale
NVDA NVIDIA	$5,258,056	$780,878 ▲	17.4%	48,515	1.4%	Computer and Technology
ADBE Adobe	$5,252,060	$95,883 ▲	1.9%	13,694	1.4%	Computer and Technology
CMCSA Comcast	$4,577,261	$104,427 ▲	2.3%	124,045	1.2%	Consumer Discretionary
NKE NIKE	$4,505,049	$25,392 ▲	0.6%	70,968	1.2%	Consumer Discretionary
GOOGL Alphabet	$2,905,686	$3,093 ▲	0.1%	18,790	0.8%	Computer and Technology
COST Costco Wholesale	$2,045,693	$136,190 ▲	7.1%	2,163	0.5%	Retail/Wholesale
WMT Walmart	$1,781,260	$66,720 ▼	-3.6%	20,290	0.5%	Retail/Wholesale
AMGN Amgen	$1,595,137		0.0%	5,120	0.4%	Medical
ITOT iShares Core S&P Total U.S. Stock Market ETF	$1,433,618	$10,371 ▼	-0.7%	11,750	0.4%	ETF
SBUX Starbucks	$1,109,594		0.0%	11,312	0.3%	Retail/Wholesale
IJH iShares Core S&P Mid-Cap ETF	$1,091,145		0.0%	18,700	0.3%	ETF
USB U.S. Bancorp	$1,069,560		0.0%	25,333	0.3%	Finance
ABBV AbbVie	$991,030		0.0%	4,730	0.3%	Medical
KO Coca-Cola	$971,668		0.0%	13,567	0.3%	Consumer Staples
LMT Lockheed Martin	$852,770	$15,635 ▼	-1.8%	1,909	0.2%	Aerospace
UNP Union Pacific	$757,385		0.0%	3,206	0.2%	Transportation
AXP American Express	$699,530		0.0%	2,600	0.2%	Finance
IJR iShares Core S&P Small-Cap ETF	$690,162		0.0%	6,600	0.2%	ETF
CSX CSX	$688,221		0.0%	23,385	0.2%	Transportation
MRK Merck & Co., Inc.	$678,420	$7,271 ▲	1.1%	7,558	0.2%	Medical
IWM iShares Russell 2000 ETF	$615,427		0.0%	3,085	0.2%	Finance
AFL Aflac	$599,314		0.0%	5,390	0.2%	Finance
Linde Plc	$488,404	$8,381 ▲	1.7%	1,049	0.1%	Com
EMR Emerson Electric	$464,764	$464,764 ▲	New Holding	4,239	0.1%	Industrials
IBM International Business Machines	$434,658		0.0%	1,748	0.1%	Computer and Technology
EFA iShares MSCI EAFE ETF	$424,996		0.0%	5,200	0.1%	Finance
WFC Wells Fargo & Company	$423,561		0.0%	5,900	0.1%	Finance
TT Trane Technologies	$411,042	$15,161 ▼	-3.6%	1,220	0.1%	Construction
BA Boeing	$400,793		0.0%	2,350	0.1%	Aerospace
SCHX Schwab US Large-Cap ETF	$397,440		0.0%	18,000	0.1%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$392,108	$4,268 ▼	-1.1%	735	0.1%	ETF
AON AON	$366,764		0.0%	919	0.1%	Finance
AVGO Broadcom	$331,846		0.0%	1,982	0.1%	Computer and Technology
PFE Pfizer	$318,270		0.0%	12,560	0.1%	Medical
WMB Williams Companies	$304,238		0.0%	5,091	0.1%	Energy
VZ Verizon Communications	$282,593	$1,134 ▼	-0.4%	6,230	0.1%	Computer and Technology
IWP iShares Russell Mid-Cap Growth ETF	$281,976		0.0%	2,400	0.1%	ETF
SYK Stryker	$279,188		0.0%	750	0.1%	Medical
IJT iShares S&P Small-Cap 600 Growth ETF	$273,900		0.0%	2,200	0.1%	ETF
VGT Vanguard Information Technology ETF	$271,190		0.0%	500	0.1%	ETF
SCHA Schwab US Small-Cap ETF	$262,416		0.0%	11,200	0.1%	ETF
DUK Duke Energy	$251,990	$251,990 ▲	New Holding	2,066	0.1%	Utilities
T AT&T	$248,779	$1,131 ▼	-0.5%	8,797	0.1%	Computer and Technology
HD Home Depot	$247,747	$12,461 ▼	-4.8%	676	0.1%	Retail/Wholesale
CAT Caterpillar	$225,253		0.0%	683	0.1%	Industrials
ETN Eaton	$220,182		0.0%	810	0.1%	Industrials
CSL Carlisle Companies	$204,300		0.0%	600	0.1%	Multi-Sector Conglomerates
BX Blackstone	$201,283		0.0%	1,440	0.1%	Finance
TGT Target	$0	$228,725 ▼	-100.0%	0	0.0%	Retail/Wholesale
PNC The PNC Financial Services Group	$0	$217,921 ▼	-100.0%	0	0.0%	Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Pioneer Trust Bank N A/Or Top Holdings and 13F Report (2025)

About Pioneer Trust Bank N A/Or

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Pioneer Trust Bank N A/Or Top Holdings and 13F Report (2025)

About Pioneer Trust Bank N A/Or

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPioneer Trust Bank N A/Or

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools