STAR Financial Bank

Q3 2025 13F-HR Holdings

Location
Fort Wayne, IN
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
118
Total value ($000)
$169,084
Net value change ($000)
+11,376 (7.2%)
New positions
17
Sold out positions
8
Turnover %
5.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XTWO 7,417 441.8%
CAAA 4,982 234.2%
CLOA 4,362 134.5%
BINC 4,288 126.5%
XTWY 3,366 497.9%
AVGO 1,084 278.7%
AAPL 1,042 38.7%
IWF 971 4.8%
GOOGL 723 122.8%
AVUV 718 NEW
Top Reduces (Value $000, Stocks/ETFs)
IBDU -2,042 -68.5%
IBDX -1,850 -100.0%
IBDT -1,787 -54.7%
IBDV -1,771 -69.6%
IBTK -1,770 -83.4%
IBTJ -1,762 -73.2%
IBTI -1,762 -83.1%
IBDR -1,756 -68.0%
IBTH -1,753 -83.0%
IBDS -1,752 -49.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type