Busey Wealth Management

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1427202
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F

13F Reported Value

$4.1B

Holdings

388

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

Busey Wealth Management disclosed 388 positions worth $4.1B in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 6.7% of the equity portfolio, followed by $NVDA and $GOOGL. During the quarter the fund opened 29 new positions and exited 13 — including a new stake in $DELL and a full exit from $HON. The portfolio is most concentrated in Technology (36.2% of disclosed assets). All figures are sourced directly from Busey Wealth Management’s Form 13F-HR filing with the SEC under CIK 1427202.

Sector Allocation

TechnologyOtherFinancialsIndustrialsHealthcareConsumer Discretionary

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q2 2026

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Top Holdings

AI Quality Scored

Unlock AI quality scores for every holding

32-signal composite ranking on each of Busey Wealth Management's 388 positions.

Showing top 10 of 388 holdings.

Sector Allocation

Technology

$1.5B

Other

$917.0M

Financials

$404.7M

Industrials

$394.4M

Healthcare

$266.4M

Consumer Discretionary

$228.6M

Consumer Staples

$135.8M

Energy

$97.3M

Full Holdings — Busey Wealth Management (Q2 2026)

All 388 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

TickerCompanyValue
AAPL$AAPLApple Inc.$275.9M
NVDA$NVDANVIDIA CORP$196.1M
GOOGL$GOOGLAlphabet Inc.$195.9M
MSFT$MSFTMICROSOFT CORP$184.4M
AMZN$AMZNAMAZON COM INC$140.1M
VANGUARD - ETF-EQUITY$124.4M
AVGO$AVGOBroadcom Inc.$110.4M
SPY$SPYSPDR S&P 500 ETF TRUST$99.1M
BLACKROCK INSTITUTIONAL TRUST CO - ETF-FIXED INCOM$96.0M
AMAT$AMATAPPLIED MATERIALS INC /DE$94.7M
CAT$CATCATERPILLAR INC$92.3M
VANGUARD - ETF-EQUITY$87.6M
VANGUARD GROUP INC - ETF-FIXED INCOM$86.6M
VANGUARD GROUP INC - ETF-FIXED INCOM$75.9M
META$METAMeta Platforms, Inc.$74.0M
JPM$JPMJPMORGAN CHASE & CO$72.0M
JNJ$JNJJOHNSON & JOHNSON$70.4M
BRK.B$BRK.BBERKSHIRE HATHAWAY INC$66.5M
GOOG$GOOGAlphabet Inc.$55.5M
MU$MUMICRON TECHNOLOGY INC$48.2M
CMI$CMICUMMINS INC$45.3M
MA$MAMastercard Inc$45.0M
BLACKROCK - ETF-EQUITY$44.6M
BLACKROCK - ETF-EQUITY$42.6M
LLY$LLYELI LILLY & Co$40.6M
RTX$RTXRTX Corp$38.7M
GS$GSGOLDMAN SACHS GROUP INC$38.4M
APH$APHAMPHENOL CORP /DE/$34.6M
PM$PMPhilip Morris International Inc.$30.4M
ORCL$ORCLORACLE CORP$30.0M
AMGN$AMGNAMGEN INC$29.8M
JCI$JCIJohnson Controls International plc$29.3M
QCOM$QCOMQUALCOMM INC/DE$29.3M
BLACKROCK - ETF-EQUITY$29.2M
PEP$PEPPEPSICO INC$29.2M
C$CCITIGROUP INC$29.1M
XOM.R34088$XOM.R34088EXXON MOBIL CORP$28.3M
VANGUARD - ETF-EQUITY$26.6M
PG$PGPROCTER & GAMBLE Co$25.9M
NVT$NVTnVent Electric plc$25.7M
SCHW$SCHWSCHWAB CHARLES CORP$24.4M
LIN$LINLINDE PLC$23.8M
MSBI$MSBIMidland States Bancorp, Inc.$23.6M
LOW$LOWLOWES COMPANIES INC$23.3M
CBRE$CBRECBRE GROUP, INC.$23.3M
BRK.A$BRK.ABERKSHIRE HATHAWAY INC$23.2M
CVX$CVXCHEVRON CORP$21.8M
VLO$VLOVALERO ENERGY CORP/TX$21.4M
TXN$TXNTEXAS INSTRUMENTS INC$21.0M
NUE$NUENUCOR CORP$20.9M
COF$COFCAPITAL ONE FINANCIAL CORP$19.9M
DHR$DHRDANAHER CORP /DE/$19.1M
ABBV$ABBVAbbVie Inc.$18.8M
TMO$TMOTHERMO FISHER SCIENTIFIC INC.$18.8M
CEG$CEGConstellation Energy Corp$18.7M
DIS$DISWalt Disney Co$18.2M
TSM$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$18.1M
LH$LHLABCORP HOLDINGS INC.$18.0M
EXC$EXCEXELON CORP$17.6M
ED$EDCONSOLIDATED EDISON INC$17.4M
CSCO$CSCOCISCO SYSTEMS, INC.$17.0M
GD$GDGENERAL DYNAMICS CORP$16.7M
CI$CICigna Group$16.6M
SLB$SLBSLB LIMITED/NV$16.3M
EXPD$EXPDEXPEDITORS INTERNATIONAL OF WASHINGTON INC$16.1M
CL$CLCOLGATE PALMOLIVE CO$16.1M
MO$MOALTRIA GROUP, INC.$16.1M
PFE$PFEPFIZER INC$15.9M
MDT$MDTMedtronic plc$13.1M
BLACKROCK - ETF-EQUITY$12.9M
PNR$PNRPENTAIR plc$12.8M
CP$CPCANADIAN PACIFIC KANSAS CITY LTD/CN$12.7M
BLACKROCK - ETF-EQUITY$12.7M
ORLY$ORLYO REILLY AUTOMOTIVE INC$11.6M
MCD$MCDMCDONALDS CORP$11.5M
ZBRA$ZBRAZEBRA TECHNOLOGIES CORP$11.4M
SPDR/SSGA FUNDS - ETF-EQUITY$11.2M
TORTOISE - ETF-EQUITY$11.2M
BWA$BWABORGWARNER INC$10.9M
SPDR/SSGA FUNDS - ETF-EQUITY$10.8M
VTR$VTRVentas, Inc.$10.6M
ASML$ASMLASML HOLDING NV$10.3M
AJG$AJGArthur J. Gallagher & Co.$10.1M
LDOS$LDOSLeidos Holdings, Inc.$10.1M
SPDR/SSGA FUNDS - ETF-EQUITY$9.9M
MRK$MRKMerck & Co., Inc.$9.8M
USB$USBUS BANCORP \DE\$9.7M
ACN$ACNAccenture plc$9.6M
DECK$DECKDECKERS OUTDOOR CORP$9.5M
FCX$FCXFREEPORT-MCMORAN INC$9.2M
MDY$MDYSPDR S&P MIDCAP 400 ETF TRUST$9.1M
WMT$WMTWalmart Inc.$9.0M
EMR$EMREMERSON ELECTRIC CO$8.9M
QQQ$QQQINVESCO QQQ TRUST, SERIES 1$8.9M
PSIX$PSIXPOWER SOLUTIONS INTERNATIONAL, INC.$8.6M
INTC$INTCINTEL CORP$8.2M
MCK$MCKMCKESSON CORP$8.2M
TSLA$TSLATesla, Inc.$8.1M
SYK$SYKSTRYKER CORP$7.8M
BLACKROCK INSTITUTIONAL TRUST CO - ETF-FIXED INCOM$7.5M
SBUX$SBUXSTARBUCKS CORP$7.4M
ABT$ABTABBOTT LABORATORIES$7.1M
ISHARES - ETF-EQUITY$6.8M
SPDR/SSGA FUNDS - ETF-EQUITY$6.5M
UBER$UBERUber Technologies, Inc$6.3M
DELL$DELLDell Technologies Inc.$6.3M
UNH$UNHUNITEDHEALTH GROUP INC$6.3M
VANGUARD - ETF-EQUITY$6.2M
VANGUARD - ETF-EQUITY$6.1M
BLACKROCK - ETF-EQUITY$5.9M
IBM$IBMINTERNATIONAL BUSINESS MACHINES CORP$5.9M
HD$HDHOME DEPOT, INC.$5.3M
FDX$FDXFEDEX CORP$5.3M
CME$CMECME GROUP INC.$5.2M
ETN$ETNEaton Corp plc$4.9M
NEE$NEENEXTERA ENERGY INC$4.8M
V$VVISA INC.$4.8M
BLACKROCK - ETF-EQUITY$4.5M
CRM$CRMSalesforce, Inc.$4.4M
LMT$LMTLOCKHEED MARTIN CORP$4.3M
DE$DEDEERE & CO$4.3M
GE$GEGENERAL ELECTRIC CO$4.3M
LRCX$LRCXLAM RESEARCH CORP$4.1M
ADP$ADPAUTOMATIC DATA PROCESSING INC$4.0M
VANGUARD - ETF-EQUITY$3.9M
KO$KOCOCA COLA CO$3.5M
GEV$GEVGE Vernova Inc.$3.4M
BLACKROCK INSTITUTIONAL TRUST CO - ETF-EQUITY$3.4M
MPC$MPCMarathon Petroleum Corp$3.2M
SPDR/SSGA FUNDS - ETF-EQUITY$3.1M
BLACKROCK - ETF-EQUITY$3.0M
AON$AONAon plc$3.0M
ADM$ADMArcher-Daniels-Midland Co$2.8M
NTRS$NTRSNORTHERN TRUST CORP$2.8M
AMD$AMDADVANCED MICRO DEVICES INC$2.7M
UNP$UNPUNION PACIFIC CORP$2.6M
SYY$SYYSYSCO CORP$2.5M
BDX$BDXBECTON DICKINSON & CO$2.5M
BLACKROCK - ETF-EQUITY$2.4M
BLACKROCK - ETF-EQUITY$2.3M
COST$COSTCOSTCO WHOLESALE CORP /NEW$2.3M
SPDR/SSGA FUNDS - ETF-EQUITY$2.2M
BLACKROCK INSTITUTIONAL TRUST CO - ETF-FIXED INCOM$2.2M
BMY$BMYBRISTOL MYERS SQUIBB CO$2.1M
BAC$BACBANK OF AMERICA CORP /DE/$2.1M
MMM$MMM3M CO$2.1M
VZ$VZVERIZON COMMUNICATIONS INC$2.0M
BLK$BLKBlackRock, Inc.$2.0M
VANGUARD - ETF-EQUITY$2.0M
GLW$GLWCORNING INC /NY$1.9M
NSC$NSCNORFOLK SOUTHERN CORP$1.9M
AXP$AXPAMERICAN EXPRESS CO$1.9M
CSX$CSXCSX CORP$1.9M
GLD$GLDSPDR GOLD TRUST$1.8M
SPDR SERIES TRUST - ETF-FIXED INCOM$1.8M
WFC$WFCWELLS FARGO & COMPANY/MN$1.7M
DIMENSIONAL ETF TRUST - ETF-EQUITY$1.7M
BA$BABOEING CO$1.7M
MS$MSMORGAN STANLEY$1.7M
ITW$ITWILLINOIS TOOL WORKS INC$1.7M
VANGUARD - ETF-FIXED INCOM$1.6M
VANGUARD - ETF-EQUITY$1.6M
STX$STXSeagate Technology Holdings plc$1.6M
BLACKROCK - ETF-EQUITY$1.6M
SPDR/SSGA FUNDS - ETF-EQUITY$1.5M
VANGUARD - ETF-EQUITY$1.5M
CASY$CASYCASEYS GENERAL STORES INC$1.4M
EPD$EPDENTERPRISE PRODUCTS PARTNERS L.P.$1.4M
VANGUARD - ETF-EQUITY$1.4M
FITB$FITBFIFTH THIRD BANCORP$1.3M
VANGUARD - ETF-FIXED INCOM$1.3M
FDXF$FDXFFedEx Freight Holding Company, Inc.$1.3M
GWW$GWWW.W. GRAINGER, INC.$1.3M
AEP$AEPAMERICAN ELECTRIC POWER CO INC$1.2M
ADBE$ADBEADOBE INC.$1.2M
T$TAT&T INC.$1.2M
SO$SOSOUTHERN CO$1.2M
WELL$WELLWELLTOWER INC.$1.2M
DIMENSIONAL ETF TRUST - ETF-EQUITY$1.2M
NRG$NRGNRG ENERGY, INC.$1.1M
BLACKROCK - ETF-EQUITY$1.0M
AEE$AEEAMEREN CORP$1.0M
CCI$CCICROWN CASTLE INC.$1.0M
GRMN$GRMNGARMIN LTD$1.0M
BMO$BMOBANK OF MONTREAL /CAN/$989,520
MLM$MLMMARTIN MARIETTA MATERIALS INC$980,969
PWR$PWRQUANTA SERVICES, INC.$979,254
VANGUARD - ETF-EQUITY$970,586
LHX$LHXL3HARRIS TECHNOLOGIES, INC. /DE/$966,503
VANGUARD - ETF-EQUITY$957,346
BLACKROCK INSTITUTIONAL TRUST CO - ETF-EQUITY$951,289
ISHARES - ETF-EQUITY$931,813
VANGUARD - ETF-EQUITY$916,598
AFL$AFLAFLAC INC$896,026
MDLZ$MDLZMondelez International, Inc.$895,422
EFSC$EFSCENTERPRISE FINANCIAL SERVICES CORP$893,135
SPDR SERIES TRUST - ETF-FIXED INCOM$889,583
COR$CORCencora, Inc.$871,016
FLEXSHARES - ETF-EQUITY$862,893
COP$COPCONOCOPHILLIPS$853,408
KMI$KMIKINDER MORGAN, INC.$831,990
EW$EWEdwards Lifesciences Corp$822,735
BLACKROCK - ETF-EQUITY$815,047
BLACKROCK - ETF-EQUITY$784,407
SPDR/SSGA FUNDS - ETF-EQUITY$780,228
HSY$HSYHERSHEY CO$779,876
VANGUARD - ETF-EQUITY$778,942
OKE$OKEONEOK INC /NEW/$773,245
VANGUARD - ETF-EQUITY$763,131
VANGUARD - ETF-EQUITY$759,829
TGT$TGTTARGET CORP$746,699
TFC$TFCTRUIST FINANCIAL CORP$735,791
VANGUARD - ETF-EQUITY$718,041
CARR$CARRCARRIER GLOBAL Corp$708,782
ONB$ONBOLD NATIONAL BANCORP /IN/$708,029
VANGUARD - ETF-EQUITY$703,915
ISHARES - ETF-FIXED INCOM$696,807
BLACKROCK - ETF-EQUITY$688,687
STT$STTSTATE STREET CORP$688,576
SPDR/SSGA FUNDS - ETF-EQUITY$688,400
WM$WMWASTE MANAGEMENT INC$686,024
BX$BXBlackstone Inc.$679,425
CR$CRCrane Co$675,010
ELV$ELVElevance Health, Inc.$664,401
WAT$WATWATERS CORP /DE/$663,063
BLACKROCK INSTITUTIONAL TRUST CO - ETF-FIXED INCOM$659,958
IBIT$IBITiShares Bitcoin Trust ETF$646,025
REGN$REGNREGENERON PHARMACEUTICALS, INC.$642,868
PSX$PSXPhillips 66$635,121
DUK$DUKDuke Energy CORP$632,775
NKE$NKENIKE, Inc.$628,517
PH$PHParker-Hannifin Corp$602,523
BLACKROCK - ETF-FIXED INCOM$593,002
VANGUARD - ETF-EQUITY$590,809
CVS$CVSCVS HEALTH Corp$589,873
VANGUARD - ETF-EQUITY$585,022
BLACKROCK - ETF-EQUITY$569,853
CTVA$CTVACorteva, Inc.$566,324
SHEL$SHELShell plc$559,527
VANGUARD - ETF-EQUITY$557,738
ENB$ENBENBRIDGE INC$552,184
KMB$KMBKIMBERLY CLARK CORP$541,056
NFLX$NFLXNETFLIX INC$536,357
PSA$PSAPublic Storage$528,711
NOC$NOCNORTHROP GRUMMAN CORP /DE/$522,044
TJX$TJXTJX COMPANIES INC /DE/$515,711
TRV$TRVTRAVELERS COMPANIES, INC.$514,327
ISHARES - ETF-EQUITY$510,833
WRB$WRBBERKLEY W R CORP$508,804
RKLB$RKLBRocket Lab Corp$508,250
PLTR$PLTRPalantir Technologies Inc.$506,581
BLACKROCK - ETF-EQUITY$494,765
DIMENSIONAL ETF TRUST - ETF-EQUITY$490,739
BP$BPBP PLC$483,896
GL$GLGLOBE LIFE INC.$483,866
BLACKROCK - ETF-EQUITY$479,053
NXPI$NXPINXP Semiconductors N.V.$473,255
DIMENSIONAL ETF TRUST - ETF-EQUITY$468,331
F$FFORD MOTOR CO$463,509
MCHP$MCHPMICROCHIP TECHNOLOGY INC$454,996
D$DDOMINION ENERGY, INC$448,188
ADVISORSHARES TRUST - ETF-EQUITY$446,898
LNT$LNTALLIANT ENERGY CORP$439,354
QCRH$QCRHQCR HOLDINGS INC$438,075
ZBH$ZBHZIMMER BIOMET HOLDINGS, INC.$431,999
PLD$PLDPrologis, Inc.$431,337
SNA$SNASnap-on Inc$429,361
CAH$CAHCARDINAL HEALTH INC$421,195
BLACKROCK - ETF-EQUITY$420,760
IAU$IAUISHARES GOLD TRUST$414,171
CB$CBChubb Ltd$409,912
SHW$SHWSHERWIN WILLIAMS CO$406,986
HWM$HWMHowmet Aerospace Inc.$405,172
FIDELITY COVINGTON TRUST - ETF-EQUITY$402,097
SRE$SRESEMPRA$399,858
CHARLES SCHWAB - ETF-EQUITY$399,059
TT$TTTrane Technologies plc$393,418
CW$CWCURTISS WRIGHT CORP$391,004
ROK$ROKROCKWELL AUTOMATION, INC$390,618
BLACKROCK INSTITUTIONAL TRUST CO - ETF-FIXED INCOM$385,065
NVS$NVSNOVARTIS AG$384,277
BLACKROCK - ETF-EQUITY$376,563
NVO$NVONOVO NORDISK A S$375,132
WBD$WBDWarner Bros. Discovery, Inc.$372,413
SPCX$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$368,203
IVZ$IVZInvesco Ltd.$366,972
CHARLES SCHWAB - ETF-EQUITY$366,340
ICE$ICEIntercontinental Exchange, Inc.$365,884
GOLDMAN SACHS - ETF-EQUITY$363,097
KLAC$KLACKLA CORP$356,017
YUM$YUMYUM BRANDS INC$355,849
VANGUARD - ETF-EQUITY$353,511
BLACKROCK INSTITUTIONAL TRUST CO - ETF-FIXED INCOM$351,990
VANECK - ETF-EQUITY$341,720
CINF$CINFCINCINNATI FINANCIAL CORP$340,842
BNY$BNYBank of New York Mellon Corp$339,256
VANGUARD - ETF-EQUITY$338,717
AMERICAN CENTURY ETF TRUST - ETF-EQUITY$335,978
DIMENSIONAL ETF TRUST - ETF-EQUITY$329,575
MSI$MSIMotorola Solutions, Inc.$327,251
AMP$AMPAMERIPRISE FINANCIAL INC$326,179
Q$QQnity Electronics, Inc.$323,192
BLACKROCK INSTITUTIONAL TRUST CO - ETF-EQUITY$320,209
SPGI$SPGIS&P Global Inc.$318,884
JPMORGAN EXCHANGE TRADED FUND - ETF-EQUITY$316,192
PFG$PFGPRINCIPAL FINANCIAL GROUP INC$312,454
UAL$UALUnited Airlines Holdings, Inc.$311,146
GILD$GILDGILEAD SCIENCES, INC.$309,281
PNC$PNCPNC FINANCIAL SERVICES GROUP, INC.$305,805
WMB$WMBWILLIAMS COMPANIES, INC.$301,152
BLACKROCK INSTITUTIONAL TRUST CO - ETF-FIXED INCOM$301,024
WEC$WECWEC ENERGY GROUP, INC.$299,165
THG$THGHANOVER INSURANCE GROUP, INC.$298,698
WTW$WTWWILLIS TOWERS WATSON PLC$295,606
IQV$IQVIQVIA HOLDINGS INC.$294,661
BIO$BIOBIO-RAD LABORATORIES, INC.$294,491
VANGUARD GROUP INC - ETF-FIXED INCOM$293,760
RY$RYROYAL BANK OF CANADA$290,792
PFH$PFHPRUDENTIAL FINANCIAL INC$289,359
AWK$AWKAmerican Water Works Company, Inc.$285,528
DIMENSIONAL ETF TRUST - ETF-EQUITY$282,508
CRVL$CRVLCORVEL CORP$277,714
GIS$GISGENERAL MILLS INC$273,771
ADI$ADIANALOG DEVICES INC$272,459
MRVL$MRVLMarvell Technology, Inc.$271,378
SOLS$SOLSSolstice Advanced Materials Inc.$270,763
CHARLES SCHWAB - ETF-EQUITY$269,077
VANGUARD - ETF-EQUITY$265,499
CCZ$CCZCOMCAST CORP$263,887
BLACKROCK INSTITUTIONAL TRUST CO - ETF-EQUITY$263,194
OTIS$OTISOtis Worldwide Corp$260,050
CHARLES SCHWAB - ETF-EQUITY$256,659
MCO$MCOMOODYS CORP /DE/$254,995
ANET$ANETArista Networks, Inc.$253,800
SPDR SERIES TRUST - ETF-EQUITY$253,227
AMPLIFY ETF TRUST - ETF-EQUITY$253,091
WAL$WALWESTERN ALLIANCE BANCORPORATION$251,943
BLACKROCK - ETF-EQUITY$250,624
MAR$MARMARRIOTT INTERNATIONAL INC /MD/$246,812
BWXT$BWXTBWX Technologies, Inc.$245,648
SPDR - ETF-EQUITY$245,579
BLACKROCK - ETF-FIXED INCOM$245,001
RLI$RLIRLI CORP$242,187
VANGUARD - ETF-FIXED INCOM$241,582
DRI$DRIDARDEN RESTAURANTS INC$238,148
DHI$DHIHORTON D R INC /DE/$234,385
FIRST TRUST - ETF-EQUITY$233,188
MELI$MELIMERCADOLIBRE INC$230,845
ALB$ALBALBEMARLE CORP$229,686
BLACKROCK INSTITUTIONAL TRUST CO - ETF-EQUITY$227,194
ISHARES TRUST - ETF-EQUITY$225,504
GSK$GSKGSK plc$225,145
CRWD$CRWDCrowdStrike Holdings, Inc.$223,601
PPL$PPLPPL Corp$221,807
VALE$VALEVale S.A.$220,441
CNI$CNICANADIAN NATIONAL RAILWAY CO$219,759
SOLV$SOLVSolventum Corp$218,953
CHARLES SCHWAB - ETF-EQUITY$216,802
ISHARES - ETF-EQUITY$213,881
APD$APDAir Products & Chemicals, Inc.$212,555
ETR$ETRENTERGY CORP /DE/$212,490
VANGUARD - ETF-EQUITY$210,462
DEFIANCE - ETF-EQUITY$210,364
BLACKROCK - ETF-FIXED INCOM$209,378
AMT$AMTAMERICAN TOWER CORP /MA/$209,371
BLACKROCK INSTITUTIONAL TRUST CO - ETF-EQUITY$208,836
CXT$CXTCrane NXT, Co.$208,375
JXN$JXNJackson Financial Inc.$208,159
IRM$IRMIRON MOUNTAIN INC$206,896
BPOP$BPOPPOPULAR, INC.$205,881
VTRS$VTRSViatris Inc$205,868
TEL$TELTE Connectivity plc$203,826
SPDR/SSGA FUNDS - ETF-EQUITY$203,732
SNPS$SNPSSYNOPSYS INC$203,407
WDC$WDCWESTERN DIGITAL CORP$201,836
DIMENSIONAL ETF TRUST - ETF-EQUITY$200,516
NVG$NVGNuveen AMT-Free Municipal Credit Income Fund$193,973
NUV$NUVNUVEEN MUNICIPAL VALUE FUND INC$169,473
NZF$NZFNuveen Municipal Credit Income Fund$140,976
NUVEEN - ETF-FIXED INCOM$124,644
NMAX$NMAXNewsmax Inc.$124,018
PCN$PCNPIMCO CORPORATE & INCOME STRATEGY FUND$119,751
ONDS$ONDSOndas Inc.$114,124
ETW$ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund$107,129
CLF$CLFCLEVELAND-CLIFFS INC.$94,661
AIRG$AIRGAIRGAIN INC$63,000
NGEN$NGENNERVGEN PHARMA CORP.$51,500
HFFG$HFFGHF Foods Group Inc.$35,848

New Positions (29)

DELL$DELL Dell Technologies Inc.$6.3M
FDXF$FDXF FedEx Freight Holding Company, Inc.$1.3M
CW$CW CURTISS WRIGHT CORP$391,004
SPCX$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$368,203
KLAC$KLAC KLA CORP$356,017
VANECK - ETF-EQUITY$341,720
BLACKROCK INSTITUTIONAL TRUST CO - ETF-EQUITY$320,209
MRVL$MRVL Marvell Technology, Inc.$271,378
VANGUARD - ETF-EQUITY$265,499
ANET$ANET Arista Networks, Inc.$253,800
AMPLIFY ETF TRUST - ETF-EQUITY$253,091
SPDR - ETF-EQUITY$245,579
FIRST TRUST - ETF-EQUITY$233,188
ISHARES TRUST - ETF-EQUITY$225,504
CRWD$CRWD CrowdStrike Holdings, Inc.$223,601

Exited Positions (13)

HON$HON HONEYWELL INTERNATIONAL INC
EA SERIES TRUST
BLACKROCK INSTITUTIONAL TRUST CO
INTU$INTU INTUIT INC.
FISV$FISV FISERV INC
DOW$DOW DOW INC.
BSX$BSX BOSTON SCIENTIFIC CORP
MET$MET METLIFE INC
MRSH$MRSH MARSH & MCLENNAN COMPANIES, INC.
SSGA ACTIVE TRUST
OXY$OXY OCCIDENTAL PETROLEUM CORP /DE/
MPT$MPT MEDICAL PROPERTIES TRUST INC
LAB$LAB STANDARD BIOTOOLS INC.

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Track Busey Wealth Management's Full Portfolio

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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 a 32-signal AI quality ranking (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.