Busey Wealth Management
Sector Allocation
- Technology37.7%$1.6B
- Other21.2%$882.3M
- Financials9.6%$398.6M
- Industrials8.1%$339.4M
- Healthcare7.6%$317.8M
- Consumer Discretionary5.3%$221.7M
- Consumer Staples3.5%$145.5M
- Energy2.9%$120.2M
- Utilities1.5%$60.8M
- Materials1.3%$54.6M
AUM History
13fpro.ai/research/fund/busey-wealth-management-1427202
Conviction and streaks
Concentrating · top 10 = 39.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
AAPL
$314.6MMSFT
$250.9MNVDA
$223.4MGOOG
$187.4MAMZN
$144.4M- VANGUARD$126.5M
AVGO
$101.6MMETA
$94.5M- BLACKROCK$93.9M
SPY
$89.1M- VANGUARD$87.4M
- VANGUARD$86.9M
CAT
$73.1M- VANGUARD$73.1M
JPM
$72.1MAMAT
$66.2MJNJ
$65.8MBRK.B
$65.4MMU
$60.3MGOOGL
$53.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/busey-wealth-management-1427202
Busey Wealth Management 13F holdings — Q3 2026
$4.2B portfolio (+1.1% QoQ) · 387 holdings · Q3 2026 13F · top 10 are 39% of the stock portfolio
$314.6M
7.5% of stocks
-0.9%This quarter0.0%Since filed11+ qtrsHeld$250.9M
6.0% of stocks
-1%This quarter0.0%Since filed11+ qtrsHeld$223.4M
5.4% of stocks
-0.2%This quarter0.0%Since filed11+ qtrsHeld$187.4M
4.5% of stocks
-0.8%This quarter0.0%Since filed11+ qtrsHeld$144.4M
3.5% of stocks
-1%This quarter0.0%Since filed11+ qtrsHeld- 6
VANGUARD - ETF-EQUITY
$126.5M
3.0% of stocks
+0.5%This quarter—Since filed—HeldAIQuality—Est. buy— $101.6M
2.4% of stocks
-1.0%This quarter0.0%Since filed11+ qtrsHeld$94.5M
2.3% of stocks
-0.8%This quarter0.0%Since filed11+ qtrsHeld- 9
BLACKROCK INSTITUTIONAL TRUST CO - ETF-FIXED INCOM
$93.9M
2.3% of stocks
+0.1%This quarter—Since filed—HeldAIQuality—Est. buy— $89.1M
2.1% of stocks
-12%This quarter0.0%Since filed11+ qtrsHeld
All holdings — Busey Wealth Management (Q3 2026)
387 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD - ETF-EQUITYetf/fund | — | $87.4M | 2.1% | 299K | +5% | — | — | 13F |
| 12 | — | VANGUARD GROUP INC - ETF-FIXED INCOMetf/fund | — | $86.9M | 2.1% | 1.13M | +3% | — | — | 13F |
| 13 | CATERPILLAR INC | Industrials | $73.1M | 1.8% | 90K | +4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | VANGUARD GROUP INC - ETF-FIXED INCOMetf/fund | — | $73.1M | 1.8% | 933K | +2% | — | — | 13F |
| 15 | JPMORGAN CHASE & CO | Financials | $72.1M | 1.7% | 218K | -0.9% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | APPLIED MATERIALS INC /DE | Technology | $66.2M | 1.6% | 130K | -1% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | JOHNSON & JOHNSON | Healthcare | $65.8M | 1.6% | 248K | -10% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | BERKSHIRE HATHAWAY INC | Financials | $65.4M | 1.6% | 131K | -1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | MICRON TECHNOLOGY INC | Technology | $60.3M | 1.4% | 57K | +36% | 11+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Alphabet Inc. | Technology | $53.0M | 1.3% | 154K | -0.9% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Mastercard Inc | Financials | $47.6M | 1.1% | 86K | -1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | BLACKROCK - ETF-EQUITYetf/fund | — | $46.6M | 1.1% | 328K | +1% | — | — | 13F |
| 23 | — | BLACKROCK - ETF-EQUITYetf/fund | — | $42.9M | 1.0% | 103K | -1.0% | — | — | 13F |
| 24 | ELI LILLY & Co | Healthcare | $39.3M | 0.9% | 34K | +0.5% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | RTX Corp | Industrials | $37.6M | 0.9% | 202K | -0.8% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $AMGN | AMGEN INC | Healthcare | $34.4M | 0.8% | 82K | -0.8% | |||
| 27 | $GS | GOLDMAN SACHS GROUP INC | Financials | $34.1M | 0.8% | 38K | -0.3% | |||
| 28 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $33.3M | 0.8% | 205K | -1% | |||
| 29 | $APH | AMPHENOL CORP /DE/ | Technology | $33.0M | 0.8% | 392K | +99% | |||
| 30 | $CMI | CUMMINS INC | Industrials | $32.5M | 0.8% | 63K | -1% | |||
| 31 | $PM | Philip Morris International Inc. | Consumer Staples | $31.9M | 0.8% | 167K | -0.6% | |||
| 32 | $VLO | VALERO ENERGY CORP/TX | Energy | $31.5M | 0.8% | 81K | -1% | |||
| 33 | $JCI | Johnson Controls International plc | Industrials | $29.7M | 0.7% | 200K | -0.5% | |||
| 34 | $QCOM | QUALCOMM INC/DE | Technology | $28.9M | 0.7% | 157K | -0.8% | |||
| 35 | $ORCL | ORACLE CORP | Technology | $27.7M | 0.7% | 202K | -2% | |||
| 36 | $PEP | PEPSICO INC | Consumer Staples | $27.2M | 0.7% | 215K | -0.2% | |||
| 37 | $C | CITIGROUP INC | Financials | $27.0M | 0.7% | 209K | +0.4% | |||
| 38 | — | BLACKROCK - ETF-EQUITY | — | $26.8M | 0.6% | 96K | -0.9% | |||
| 39 | $CVX | CHEVRON CORP | Energy | $26.5M | 0.6% | 130K | -1% | |||
| 40 | $SCHW | SCHWAB CHARLES CORP | Financials | $25.6M | 0.6% | 262K | -0.9% | |||
| 41 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $25.5M | 0.6% | 175K | -0.7% | |||
| 42 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $24.8M | 0.6% | 37K | -2% | |||
| 43 | $MSBI | Midland States Bancorp, Inc. | Financials | $24.4M | 0.6% | 759K | — | |||
| 44 | $NVT | nVent Electric plc | Industrials | $23.9M | 0.6% | 149K | -2% | |||
| 45 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $23.2M | 0.6% | 31 | — | |||
| 46 | $DHR | DANAHER CORP /DE/ | Healthcare | $22.1M | 0.5% | 100K | -0.6% | |||
| 47 | $CBRE | CBRE GROUP, INC. | Real Estate | $21.9M | 0.5% | 170K | -2% | |||
| 48 | $LIN | LINDE PLC | Materials | $21.9M | 0.5% | 46K | +0.4% | |||
| 49 | $ABBV | AbbVie Inc. | Healthcare | $19.7M | 0.5% | 75K | +0.7% | |||
| 50 | $DIS | Walt Disney Co | Communication Services | $19.6M | 0.5% | 187K | -0.8% | |||
| 51 | $LH | LABCORP HOLDINGS INC. | Healthcare | $19.5M | 0.5% | 63K | -2% | |||
| 52 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $19.2M | 0.5% | 104K | -1% | |||
| 53 | $TXN | TEXAS INSTRUMENTS INC | Technology | $19.2M | 0.5% | 69K | -3% | |||
| 54 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $19.0M | 0.5% | 99K | -0.8% | |||
| 55 | $CEG | Constellation Energy Corp | Utilities | $18.9M | 0.5% | 74K | -2% | |||
| 56 | $PFE | PFIZER INC | Healthcare | $18.6M | 0.5% | 654K | -0.8% | |||
| 57 | $NUE | NUCOR CORP | Materials | $18.5M | 0.4% | 79K | -16% | |||
| 58 | $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | Industrials | $18.1M | 0.4% | 98K | -0.9% | |||
| 59 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $17.2M | 0.4% | 38K | -0.4% | |||
| 60 | $SLB | SLB LIMITED/NV | Energy | $17.0M | 0.4% | 349K | -0.5% | |||
| 61 | $CI | Cigna Group | Healthcare | $16.2M | 0.4% | 60K | -1% | |||
| 62 | $ZBRA | ZEBRA TECHNOLOGIES CORP | Industrials | $16.1M | 0.4% | 43K | -0.4% | |||
| 63 | $ED | CONSOLIDATED EDISON INC | Utilities | $16.1M | 0.4% | 157K | +0.0% | |||
| 64 | $EXC | EXELON CORP | Utilities | $15.5M | 0.4% | 383K | +2% | |||
| 65 | $GD | GENERAL DYNAMICS CORP | Industrials | $15.4M | 0.4% | 47K | -1% | |||
| 66 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $15.3M | 0.4% | 227K | +2% | |||
| 67 | $CSCO | CISCO SYSTEMS, INC. | Technology | $15.2M | 0.4% | 141K | -3% | |||
| 68 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $14.9M | 0.4% | 174K | -0.5% | |||
| 69 | $ACN | Accenture plc | Technology | $14.3M | 0.3% | 78K | +0.3% | |||
| 70 | $MDT | Medtronic plc | Healthcare | $14.1M | 0.3% | 164K | -2% | |||
| 71 | — | BLACKROCK - ETF-EQUITY | — | $14.0M | 0.3% | 18K | +8% | |||
| 72 | — | BLACKROCK - ETF-EQUITY | — | $13.0M | 0.3% | 104K | — | |||
| 73 | $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | Industrials | $12.4M | 0.3% | 146K | -0.8% | |||
| 74 | — | SPDR/SSGA FUNDS - ETF-EQUITY | — | $11.3M | 0.3% | 184K | -2% | |||
| 75 | — | SPDR/SSGA FUNDS - ETF-EQUITY | — | $11.0M | 0.3% | 206K | -2% | |||
| 76 | $MRK | Merck & Co., Inc. | Healthcare | $10.9M | 0.3% | 75K | -2% | |||
| 77 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $10.8M | 0.3% | 127K | +0.0% | |||
| 78 | $FCX | FREEPORT-MCMORAN INC | Materials | $10.4M | 0.3% | 148K | +1% | |||
| 79 | $VTR | Ventas, Inc. | Real Estate | $10.3M | 0.3% | 121K | +1% | |||
| 80 | — | TORTOISE - ETF-EQUITY | — | $10.1M | 0.2% | 254K | -5% | |||
| 81 | $PSIX | POWER SOLUTIONS INTERNATIONAL, INC. | Industrials | $10.1M | 0.2% | 220K | — | |||
| 82 | — | SPDR/SSGA FUNDS - ETF-EQUITY | — | $9.7M | 0.2% | 58K | -0.7% | |||
| 83 | $ASML | ASML HOLDING NV | Technology | $9.7M | 0.2% | 5,329 | +3% | |||
| 84 | $MCD | MCDONALDS CORP | Consumer Discretionary | $9.6M | 0.2% | 42K | -2% | |||
| 85 | $EMR | EMERSON ELECTRIC CO | Industrials | $9.5M | 0.2% | 62K | -1% | |||
| 86 | $BWA | BORGWARNER INC | Industrials | $9.5M | 0.2% | 157K | -4% | |||
| 87 | $USB | US BANCORP DE | Financials | $9.3M | 0.2% | 161K | -0.1% | |||
| 88 | $AJG | Arthur J. Gallagher & Co. | Financials | $9.2M | 0.2% | 40K | -8% | |||
| 89 | $MCK | MCKESSON CORP | Consumer Staples | $9.2M | 0.2% | 11K | -0.7% | |||
| 90 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $9.1M | 0.2% | 12K | +2% | |||
| 91 | $PNR | PENTAIR plc | Industrials | $8.7M | 0.2% | 165K | -1% | |||
| 92 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $8.5M | 0.2% | 13K | — | |||
| 93 | $WMT | Walmart Inc. | Consumer Staples | $8.1M | 0.2% | 78K | -2% | |||
| 94 | $DELL | Dell Technologies Inc. | Technology | $8.0M | 0.2% | 15K | +1% | |||
| 95 | $ABT | ABBOTT LABORATORIES | Healthcare | $7.7M | 0.2% | 78K | -1% | |||
| 96 | $DECK | DECKERS OUTDOOR CORP | Consumer Discretionary | $7.5M | 0.2% | 95K | -0.1% | |||
| 97 | $TSLA | Tesla, Inc. | Consumer Discretionary | $7.1M | 0.2% | 20K | +3% | |||
| 98 | $INTC | INTEL CORP | Technology | $6.9M | 0.2% | 58K | -2% | |||
| 99 | — | SPDR/SSGA FUNDS - ETF-EQUITY | — | $6.9M | 0.2% | 41K | +0.2% | |||
| 100 | — | ISHARES - ETF-EQUITY | — | $6.8M | 0.2% | 70K | -0.4% | |||
| 101 | $CRM | Salesforce, Inc. | Technology | $6.6M | 0.2% | 29K | +3% | |||
| 102 | $SYK | STRYKER CORP | Healthcare | $6.5M | 0.2% | 24K | -5% | |||
| 103 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $6.4M | 0.1% | 69K | -5% | |||
| 104 | — | VANGUARD - ETF-EQUITY | — | $6.4M | 0.1% | 51K | +0.1% | |||
| 105 | $UBER | Uber Technologies, Inc | Technology | $6.1M | 0.1% | 89K | +2% | |||
| 106 | $CME | CME GROUP INC. | Financials | $6.0M | 0.1% | 23K | -2% | |||
| 107 | — | VANGUARD - ETF-EQUITY | — | $5.9M | 0.1% | 8,485 | -78% | |||
| 108 | — | VANGUARD - ETF-EQUITY | — | $5.9M | 0.1% | 38K | -3% | |||
| 109 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $5.6M | 0.1% | 15K | -0.1% | |||
| 110 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $5.4M | 0.1% | 33K | New | |||
| 111 | — | BLACKROCK - ETF-EQUITY | — | $5.3M | 0.1% | 74K | -3% | |||
| 112 | $V | VISA INC. | Financials | $4.9M | 0.1% | 14K | -3% | |||
| 113 | $ETN | Eaton Corp plc | Industrials | $4.8M | 0.1% | 11K | -2% | |||
| 114 | $FDX | FEDEX CORP | Industrials | $4.8M | 0.1% | 17K | -0.6% | |||
| 115 | $MPC | Marathon Petroleum Corp | Energy | $4.7M | 0.1% | 12K | -3% | |||
| 116 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $4.7M | 0.1% | 21K | +1% | |||
| 117 | — | BLACKROCK - ETF-EQUITY | — | $4.6M | 0.1% | 18K | +0.3% | |||
| 118 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $4.6M | 0.1% | 18K | -0.5% | |||
| 119 | $DE | DEERE & CO | Industrials | $4.5M | 0.1% | 6,762 | -0.4% | |||
| 120 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $4.2M | 0.1% | 15K | -2% | |||
| 121 | — | CHARLES SCHWAB - ETF-EQUITY | — | $4.1M | 0.1% | 138K | +1480% | |||
| 122 | $LMT | LOCKHEED MARTIN CORP | Industrials | $4.1M | 0.1% | 8,104 | -4% | |||
| 123 | $NEE | NEXTERA ENERGY INC | Utilities | $4.1M | 0.1% | 54K | -1% | |||
| 124 | — | VANGUARD - ETF-EQUITY | — | $3.9M | 0.1% | 44K | -3% | |||
| 125 | $KO | COCA COLA CO | Consumer Staples | $3.7M | 0.1% | 42K | +0.0% | |||
| 126 | $GE | GENERAL ELECTRIC CO | Industrials | $3.6M | 0.1% | 12K | +0.2% | |||
| 127 | — | BLACKROCK INSTITUTIONAL TRUST CO - ETF-EQUITY | — | $3.3M | 0.1% | 41K | -0.7% | |||
| 128 | — | SPDR/SSGA FUNDS - ETF-EQUITY | — | $3.2M | 0.1% | 16K | +0.8% | |||
| 129 | $LRCX | LAM RESEARCH CORP | Technology | $3.0M | 0.1% | 9,235 | -2% | |||
| 130 | $ADM | Archer-Daniels-Midland Co | Consumer Staples | $2.9M | 0.1% | 37K | -0.3% | |||
| 131 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $2.8M | 0.1% | 4,644 | -2% | |||
| 132 | $GEV | GE Vernova Inc. | Industrials | $2.8M | 0.1% | 2,946 | +0.4% | |||
| 133 | — | BLACKROCK - ETF-EQUITY | — | $2.8M | 0.1% | 20K | +0.6% | |||
| 134 | $NTRS | NORTHERN TRUST CORP | Financials | $2.7M | 0.1% | 16K | — | |||
| 135 | $BDX | BECTON DICKINSON & CO | Healthcare | $2.6M | 0.1% | 15K | -10% | |||
| 136 | $UNP | UNION PACIFIC CORP | Industrials | $2.6M | 0.1% | 9,500 | +1.0% | |||
| 137 | $AON | Aon plc | Financials | $2.5M | 0.1% | 8,988 | -0.4% | |||
| 138 | — | BLACKROCK - ETF-EQUITY | — | $2.3M | 0.1% | 22K | — | |||
| 139 | $SYY | SYSCO CORP | Consumer Discretionary | $2.3M | 0.1% | 30K | -1% | |||
| 140 | — | BLACKROCK - ETF-EQUITY | — | $2.3M | 0.1% | 22K | -1% | |||
| 141 | $BLK | BlackRock, Inc. | Financials | $2.2M | 0.1% | 2,094 | -0.1% | |||
| 142 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $2.1M | 0.1% | 47K | -3% | |||
| 143 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $2.1M | 0.1% | 10K | New | |||
| 144 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $2.1M | 0.1% | 2,345 | -4% | |||
| 145 | — | SPDR/SSGA FUNDS - ETF-EQUITY | — | $2.1M | 0.1% | 26K | -1% | |||
| 146 | $MMM | 3M CO | Healthcare | $2.1M | 0.1% | 13K | +0.0% | |||
| 147 | — | CHARLES SCHWAB - ETF-EQUITY | — | $2.1M | 0.1% | 62K | +519% | |||
| 148 | — | BLACKROCK INSTITUTIONAL TRUST CO - ETF-FIXED INCOM | — | $2.1M | 0.1% | 41K | -0.1% | |||
| 149 | $GLD | SPDR GOLD TRUST | Financials | $2.0M | 0.1% | 5,313 | +9% | |||
| 150 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.9M | 0.1% | 35K | -6% |
What changed in Q3 2026
Against the previous quarter's 13F: 11 new, 102 added to, 207 trimmed, 15 sold out. Share-count changes; largest moves by dollar size first.
New positions (11)
$BKNGBooking Holdings Inc.$5.4M
first bought this quarter
$HONHONEYWELL INTERNATIONAL INC$2.1M
first bought this quarter
$HONAHoneywell Aerospace Inc.$1.5M
first bought this quarter
$KRKROGER CO$414K
first bought this quarter
$ETEnergy Transfer LP$277K
first bought this quarter
- GLOBAL X FUNDS - ETF-EQUITY$252K
first bought this quarter
+5 more in the Excel export
Added to (102)
$APHAMPHENOL CORP /DE/+99%
now $33.0M · held 6 qtrs
now $60.3M · held 11+ qtrs, 2 adds in a row
- CHARLES SCHWAB - ETF-EQUITY+1480%
now $4.1M
now $73.1M · held 11+ qtrs
- VANGUARD GROUP INC - ETF-FIXED INCOM+3%
now $86.9M
- VANGUARD - ETF-EQUITY+0.5%
now $126.5M
+96 more in the Excel export
Trimmed (207)
now $89.1M · held 11+ qtrs
$LDOSLeidos Holdings, Inc.-97%
now $314K
now $65.8M · held 11+ qtrs
$NUENUCOR CORP-16%
now $18.5M · held 11+ qtrs, 2 trims in a row
now $314.6M · held 11+ qtrs
now $250.9M · held 11+ qtrs
+201 more in the Excel export
Holdings by quarter
Every 13F Busey Wealth Management has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow Busey Wealth Management?
Q3 2026 13F filed with the SEC on Oct 26, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Busey Wealth Management's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
0.0%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 6% over the last 4
Top 10 weight
39%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Busey Wealth Management disclosed 387 positions worth $4.2B in its Form 13F-HR for Q3 2026, led by $AAPL (Apple Inc.) at 7.5% of the equity portfolio, followed by $MSFT and $NVDA. During the quarter the fund opened 11 new positions and exited 15 — including a new stake in $BKNG and a full exit from $CCI. The portfolio is most concentrated in Technology (37.7% of disclosed assets). All figures are sourced directly from Busey Wealth Management’s Form 13F-HR filing with the SEC under CIK 1427202.
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AI-Powered Hedge Fund Analysis: Busey Wealth Management
13F Pro is an AI hedge fund tracker and stock research platform. For Busey Wealth Management (SEC CIK: 1427202), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Busey Wealth Management's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.