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Matt Bollenbach

@Emprise Bank

Latest period2024 - Q4ReportedManaged Assets$177.094MTotal holdings100
Assets growth rate2.02%Assets growth rate (2-Q avg)4.56%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Emprise Bank's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 100 positions.

Assets under management

The assets under management (AUM) of Emprise Bank over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 177.094M in assets, with a quarterly growth rate of 2.02% and a 2-quarter average growth rate of 4.56%. The portfolio is managed by Matt Bollenbach, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BRK.BBerkshire Hathaway Inc Class B
Recent Activity
Decreased -2.43%
1.18%
$2.089M
4,609 shares@ $453.29 avg price
GOOGLAlphabet Inc Cl A
Recent Activity
Decreased -5.16%
1.14%
$2.016M
10,649 shares@ $189.31 avg price
GOOGAlphabet Inc Cl C
Recent Activity
Decreased -4.8%
1.14%
$2.009M
10,550 shares@ $190.44 avg price
METAMeta Platforms Inc Cl A
Recent Activity
Decreased -5.05%
1.04%
$1.836M
3,135 shares@ $585.52 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -3.75%
1.02%
$1.792M
3,542 shares@ $505.86 avg price
VVisa Inc Cl A
Recent Activity
Decreased -4.68%
0.97%
$1.703M
5,388 shares@ $316.05 avg price
CATCaterpillar Inc
Recent Activity
Decreased -3.56%
0.94%
$1.649M
4,545 shares@ $362.76 avg price
ETNEaton Corp Plc
Recent Activity
Decreased -3.72%
0.89%
$1.57M
4,730 shares@ $331.87 avg price
PEPPepsico Inc
Recent Activity
Decreased -16.63%
0.89%
$1.562M
10,271 shares@ $152.06 avg price
CRMSalesforce Inc
Recent Activity
Decreased -3.88%
0.88%
$1.547M
4,628 shares@ $334.33 avg price