Pioneer Trust Bank N A/Or Top Holdings and 13F Report (2024) → Look Who Fired the World’s Richest Man (From Banyan Hill Publishing) (Ad) About Pioneer Trust Bank N A/OrInvestment ActivityPioneer Trust Bank N A/Or has $359.54 million in total holdings as of March 31, 2024.Pioneer Trust Bank N A/Or owns shares of 75 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 3.63% of the portfolio was purchased this quarter.About 1.92% of the portfolio was sold this quarter.This quarter, Pioneer Trust Bank N A/Or has purchased 70 new stocks and bought additional shares in 27 stocks.Pioneer Trust Bank N A/Or sold shares of 23 stocks and completely divested from 0 stocks this quarter.Largest Holdings Microsoft $29,917,399Berkshire Hathaway $22,489,410Apple $21,835,406Alphabet $14,144,954Accenture $13,646,036 Largest New Holdings this Quarter Eaton $237,011 HoldingCarlisle Companies $235,110 HoldingVerizon Communications $220,500 HoldingBroadcom $216,042 HoldingHome Depot $200,239 Holding Largest Purchases this Quarter Alphabet 8,390 shares (about $1.28M)Amazon.com 6,495 shares (about $1.17M)Adobe 2,127 shares (about $1.07M)NextEra Energy 14,915 shares (about $953.22K)UnitedHealth Group 1,910 shares (about $944.88K) Largest Sales this Quarter U.S. Bancorp 44,606 shares (about $1.99M)Illinois Tool Works 4,430 shares (about $1.19M)Valmont Industries 2,762 shares (about $630.51K)TJX Companies 4,235 shares (about $429.51K)McDonald's 1,102 shares (about $310.71K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPioneer Trust Bank N A/Or Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$29,917,399$241,914 ▼-0.8%71,1108.3%Computer and TechnologyBRK.BBerkshire Hathaway$22,489,410$590,831 ▲2.7%53,4806.3%FinanceAAPLApple$21,835,406$43,727 ▼-0.2%127,3356.1%Computer and TechnologyGOOGAlphabet$14,144,954$1,277,461 ▲9.9%92,9003.9%Computer and TechnologyACNAccenture$13,646,036$9,358 ▲0.1%39,3703.8%Business ServicesVMIValmont Industries$13,639,502$630,509 ▼-4.4%59,7493.8%Industrial ProductsUNHUnitedHealth Group$13,381,140$944,877 ▲7.6%27,0493.7%MedicalORCLOracle$11,761,493$308,373 ▼-2.6%93,6353.3%Computer and TechnologyJPMJPMorgan Chase & Co.$11,252,053$36,054 ▲0.3%56,1763.1%FinancePEPPepsiCo$10,689,086$102,906 ▲1.0%61,0773.0%Consumer StaplesVVisa$9,455,789$261,219 ▲2.8%33,8822.6%Business ServicesAMZNAmazon.com$9,288,668$1,171,568 ▲14.4%51,4952.6%Retail/WholesaleCVXChevron$9,087,402$55,209 ▲0.6%57,6102.5%Oils/EnergyBLKBlackRock$8,751,349$287,627 ▼-3.2%10,4972.4%FinanceLOWLowe's Companies$8,432,836$445,013 ▲5.6%33,1052.3%Retail/WholesalePGProcter & Gamble$8,373,074$397,999 ▲5.0%51,6062.3%Consumer StaplesDHRDanaher$8,366,868$208,516 ▼-2.4%33,5052.3%Multi-Sector ConglomeratesITWIllinois Tool Works$8,065,732$1,188,702 ▼-12.8%30,0592.2%Industrial ProductsDISWalt Disney$7,469,711$137,655 ▲1.9%61,0472.1%Consumer DiscretionaryNKENIKE$7,310,986$242,750 ▼-3.2%77,7932.0%Consumer DiscretionaryLLYEli Lilly and Company$7,130,004$455,107 ▲6.8%9,1652.0%MedicalSPYSPDR S&P 500 ETF Trust$7,050,460$193,536 ▲2.8%13,4792.0%FinanceJNJJohnson & Johnson$6,723,866$243,613 ▼-3.5%42,5051.9%MedicalABTAbbott Laboratories$6,658,316$141,393 ▲2.2%58,5811.9%MedicalXOMExxon Mobil$6,557,448$93,689 ▲1.4%56,4131.8%Oils/EnergyCMCSAComcast$6,436,781$853,995 ▲15.3%148,4841.8%Consumer DiscretionaryCRMSalesforce$6,296,168$396,052 ▲6.7%20,9051.8%Computer and TechnologyTJXTJX Companies$6,218,871$429,514 ▼-6.5%61,3181.7%Retail/WholesaleHONHoneywell International$6,178,026$222,902 ▼-3.5%30,1001.7%Multi-Sector ConglomeratesCSCOCisco Systems$5,756,569$344,978 ▲6.4%115,3391.6%Computer and TechnologyNEENextEra Energy$5,724,419$953,218 ▲20.0%89,5701.6%UtilitiesADBEAdobe$5,085,863$1,073,284 ▲26.7%10,0791.4%Computer and TechnologyRTXRTX$4,549,287$622,534 ▲15.9%46,6451.3%AerospaceMCDMcDonald's$4,221,637$310,709 ▼-6.9%14,9731.2%Retail/WholesaleGOOGLAlphabet$2,852,577$45,279 ▼-1.6%18,9000.8%Computer and TechnologyUSBU.S. Bancorp$1,760,689$1,993,889 ▼-53.1%39,3890.5%FinanceAMGNAmgen$1,678,910$5,686 ▼-0.3%5,9050.5%MedicalITOTiShares Core S&P Total U.S. Stock Market ETF$1,639,566$205,234 ▼-11.1%14,2200.5%ETFMRKMerck & Co., Inc.$1,493,806$29,029 ▼-1.9%11,3210.4%MedicalCOSTCostco Wholesale$1,186,128$55,680 ▼-4.5%1,6190.3%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$1,141,608$914,440 ▲402.5%18,7950.3%ETFSBUXStarbucks$1,024,4820.0%11,2100.3%Retail/WholesaleWMTWalmart$929,627$449,711 ▲93.7%15,4500.3%Retail/WholesaleLMTLockheed Martin$873,3510.0%1,9200.2%AerospaceCSXCSX$866,8820.0%23,3850.2%TransportationKOCoca-Cola$807,5760.0%13,2000.2%Consumer StaplesUNPUnion Pacific$782,0570.0%3,1800.2%TransportationABBVAbbVie$754,805$18,210 ▼-2.4%4,1450.2%MedicalIJRiShares Core S&P Small-Cap ETF$692,739$2,321 ▲0.3%6,2680.2%ETFIWMiShares Russell 2000 ETF$654,664$5,888 ▲0.9%3,1130.2%FinanceAXPAmerican Express$591,9940.0%2,6000.2%FinanceLinde Plc$471,7490.0%1,0160.1%ComNVDANVIDIA$465,333$22,589 ▼-4.6%5150.1%Computer and TechnologyAFLAflac$462,7850.0%5,3900.1%FinanceEFAiShares MSCI EAFE ETF$425,893$10,621 ▲2.6%5,3330.1%FinanceMDYSPDR S&P MidCap 400 ETF Trust$418,4130.0%7520.1%ETFINTCIntel$408,573$61,838 ▼-13.1%9,2500.1%Computer and TechnologyTTTrane Technologies$390,2600.0%1,3000.1%Business ServicesBABoeing$376,331$106,145 ▼-22.0%1,9500.1%AerospaceSCHXSchwab US Large-Cap ETF$372,3600.0%6,0000.1%ETFTGTTarget$356,1920.0%2,0100.1%Retail/WholesaleWFCWells Fargo & Company$341,9640.0%5,9000.1%FinanceIBMInternational Business Machines$333,7980.0%1,7480.1%Computer and TechnologyAONAON$306,6890.0%9190.1%FinanceIJTiShares S&P Small-Cap 600 Growth ETF$287,6060.0%2,2000.1%ETFPFEPfizer$277,778$9,269 ▼-3.2%10,0100.1%MedicalSCHASchwab US Small-Cap ETF$275,7440.0%5,6000.1%ETFIWPiShares Russell Mid-Cap Growth ETF$273,9360.0%2,4000.1%ETFVGTVanguard Information Technology ETF$262,1700.0%5000.1%ETFKKellanova$241,1910.0%4,2100.1%Consumer DiscretionaryETNEaton$237,011$237,011 ▲New Holding7580.1%Industrial ProductsCSLCarlisle Companies$235,110$235,110 ▲New Holding6000.1%Multi-Sector ConglomeratesVZVerizon Communications$220,500$220,500 ▲New Holding5,2550.1%Computer and TechnologyAVGOBroadcom$216,042$216,042 ▲New Holding1630.1%Computer and TechnologyHDHome Depot$200,239$200,239 ▲New Holding5220.1%Retail/WholesaleShowing largest 100 holdings. 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