Dakota Community Bank & Trust NA

Other Low signal CIK 1950556
Long book
$29.6M
Q1 2026
Positions
96
Top-10 weight
43%
concentration
Last quarter
+8.6%
SPY +14.8%
Turnover
11%
of book per quarter

Strategy in plain words

auto-generated from filings

Dakota Community Bank & Trust NA is an institutional manager, running a $29.6M US long book across 96 positions.

The portfolio is moderately concentrated (top 10 ≈ 43% of the book). Turnover is modest: positions are typically held for years.

Over the last 9 quarters its long book ran on average 0.7pp per quarter behind the S&P 500, beating the index in 5 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+1.7%
Q2 2024
+8.3%
Q3 2024
+0.2%
Q4 2024
-1.4%
Q1 2025
+6.8%
Q2 2025
+8.8%
Q3 2025
+2.7%
Q4 2025
-1.6%
Q1 2026
+8.6%

Sector allocation

No sector data

Long book by quarter

$18.5M
Q1 2024
$18.6M
Q2 2024
$19.9M
Q3 2024
$21.0M
Q4 2024
$20.7M
Q1 2025
$22.3M
Q2 2025
$25.4M
Q3 2025
$29.1M
Q4 2025
$29.6M
Q1 2026

What does Dakota Community own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRJun 10, 202696$295.6M canonicalSEC ↗
Q4 202513F-HRJan 26, 2026101$29.1M canonicalSEC ↗
Q3 202513F-HROct 9, 2025122$25.4M canonicalSEC ↗
Q2 202513F-HRSep 23, 2025103$199K canonicalSEC ↗
Q1 202513F-HRApr 9, 2025116$20.7M canonicalSEC ↗
Q4 202413F-HRJan 15, 2025106$21.0M canonicalSEC ↗
Q3 202413F-HROct 8, 2024103$19.9M canonicalSEC ↗
Q2 202413F-HRJul 16, 2024104$18.6M canonicalSEC ↗
Q1 202413F-HRApr 11, 2024105$18.5M canonicalSEC ↗