STAR Financial Bank

Q4 2025 13F-HR Holdings

Location
Fort Wayne, IN
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
107
Total value ($000)
$195,713
Net value change ($000)
+26,629 (15.7%)
New positions
7
Sold out positions
18
Turnover %
9.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
VTV 5,451 37.5%
VO 4,230 NEW
XHLF 4,137 550.1%
VUG 4,063 NEW
VEA 3,558 961.6%
GOVT 2,800 NEW
BINC 2,465 32.1%
CLOA 1,958 25.7%
CAAA 1,932 27.2%
IJR 1,903 53.2%
Top Reduces (Value $000, Stocks/ETFs)
AVGO -819 -55.6%
IBDQ -748 -100.0%
AVUV -718 -100.0%
MSFT -558 -15.9%
APH -533 -100.0%
AAPL -482 -12.9%
V -418 -52.0%
BLK -395 -34.4%
JPM -395 -21.7%
ORCL -394 -62.8%
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