Pioneer Trust Bank N A Portfolio Holdings

Pioneer Trust Bank N A

  • $381 Million
  • Q2 2025

Pioneer Trust Bank N A has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $381 Million distributed in 125 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $34.1M, Apple Inc. with a value of $24.4M, Berkshire Hathaway Inc Class B with a value of $24.3M, Spdr S&P 500 ETF Trust with a value of $19.9M, and Oracle Corp with a value of $17.6M.

Examining the 13F form we can see an increase of $11.5M in the current position value, from $370M to 381M.

Pioneer Trust Bank N A is based out at Salem, OR

Below you can find more details about Pioneer Trust Bank N A portfolio as well as his latest detailed transactions.

Portfolio value $381 Million
Technology: $118 Million
Financial Services: $51.4 Million
Industrials: $41.1 Million
Healthcare: $40.3 Million
Consumer Cyclical: $35.6 Million
Communication Services: $31.6 Million
ETFs: $26.3 Million
Consumer Defensive: $18.3 Million
Other: $18.8 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19.9 Million 5.22% of portfolio
32,203
Q2 2025 Reduced 2.95%
$0
$1.59 Million 0.42% of portfolio
11,750
Q1 2025 Reduced 0.72%
$0
$1.16 Million 0.3% of portfolio
18,700
Q2 2024 Reduced 0.51%
$0
$716,000 0.19% of portfolio
6,560
Q2 2025 Reduced 0.61%
$0
$665,000 0.17% of portfolio
3,085
Q2 2024 Reduced 0.9%
$0
$439,000 0.12% of portfolio
18,000
Q4 2024 Added 200.0%
$0
$464,000 0.12% of portfolio
5,200
Q2 2024 Reduced 2.49%
$0
$416,000 0.11% of portfolio
735
Q1 2025 Reduced 1.08%
$0
$331,000 0.09% of portfolio
500
Q2 2023 New
$0
$332,000 0.09% of portfolio
2,400
Q4 2022 New
$0
$292,000 0.08% of portfolio
2,200
Q4 2020 New

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $381 Million
  • Prior Value $370 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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