Filed: 5/2/2025ACC: 0001006435-25-000007
📋 What this filing means
PIONEER TRUST BANK N A/OR filed this quarterly 13F‑HR report disclosing 79 equity positions with a total reported market value of $379.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
79
Positions
$379.41M
Total AUM (reported)
2.08M
Total Shares
Allocation by class
COM$379.41M100.0%
Portfolio Concentration
Top 3$79.28M20.9%
4–10$98.24M25.9%
11–25$119.34M31.5%
Rest$82.55M21.8%
Top 3 weight
20.9%
Top 10 weight
46.8%
Voting Authority Distribution
Total shares with voting rights: 2.08M
Sole
Full voting authority
2.06M
shares
% of voting shares99.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
13.25K
shares
% of voting shares0.6%
Investment Discretion (by position count)
Sole76
Shared0
Other3
Dominant voting typeSole · 99.4% of voting shares
Institutional Holdings79
Rows:
Berkshire Hathaway Inc Com Cl B
SOLEShares50.76K
TypeSH
Market value$27.03M
7.13%
Sole
50.76K
Shared
0.00
None
0.00
Microsoft Corp Com
SOLEShares69.65K
TypeSH
Market value$26.15M
6.89%
Sole
69.65K
Shared
0.00
None
0.00
Apple Inc
SOLEShares117.49K
TypeSH
Market value$26.10M
6.88%
Sole
117.49K
Shared
0.00
None
0.00
SPDR S&P 500 ETF
SOLEShares33.18K
TypeSH
Market value$18.56M
4.89%
Sole
33.18K
Shared
0.00
None
0.00
Valmont Inds Inc Com
SOLEShares52.91K
TypeSH
Market value$15.10M
3.98%
Sole
52.91K
Shared
0.00
None
0.00
Alphabet Inc Cl C
SOLEShares93.48K
TypeSH
Market value$14.60M
3.85%
Sole
93.48K
Shared
0.00
None
0.00
UnitedHealth Group Com
SOLEShares27.33K
TypeSH
Market value$14.32M
3.77%
Sole
27.33K
Shared
0.00
None
0.00
Accenture PLC Com
SOLEShares40.48K
TypeSH
Market value$12.63M
3.33%
Sole
40.48K
Shared
0.00
None
0.00
JP Morgan Chase & Co Com
SOLEShares47.83K
TypeSH
Market value$11.73M
3.09%
Sole
47.83K
Shared
0.00
None
0.00
Oracle Corp Com
SOLEShares80.81K
TypeSH
Market value$11.30M
2.98%
Sole
80.81K
Shared
0.00
None
0.00
Amazon Inc Com
SOLEShares59.33K
TypeSH
Market value$11.29M
2.98%
Sole
59.33K
Shared
0.00
None
0.00
Visa Inc Com
SOLEShares28.67K
TypeSH
Market value$10.05M
2.65%
Sole
28.67K
Shared
0.00
None
0.00
BlackRock Inc New Com
SOLEShares9.79K
TypeSH
Market value$9.27M
2.44%
Sole
9.04K
Shared
0.00
None
750.00
Lilly (Eli) & Co Com
SOLEShares10.57K
TypeSH
Market value$8.73M
2.30%
Sole
10.57K
Shared
0.00
None
0.00
Chevron Corp Com
SOLEShares50.67K
TypeSH
Market value$8.48M
2.23%
Sole
50.67K
Shared
0.00
None
0.00
Procter & Gamble Co Com
SOLEShares48.45K
TypeSH
Market value$8.26M
2.18%
Sole
48.45K
Shared
0.00
None
0.00
PepsiCo Inc Com
SOLEShares52.43K
TypeSH
Market value$7.86M
2.07%
Sole
52.43K
Shared
0.00
None
0.00
Abbott Labs Com
SOLEShares57.67K
TypeSH
Market value$7.65M
2.02%
Sole
57.67K
Shared
0.00
None
0.00
Illinois Tool Wks Inc Com
SOLEShares29.89K
TypeSH
Market value$7.41M
1.95%
Sole
27.29K
Shared
0.00
None
2.60K
Cisco Sys Inc Com
SOLEShares118.04K
TypeSH
Market value$7.28M
1.92%
Sole
118.04K
Shared
0.00
None
0.00
ExxonMobil Corp Com
SOLEShares58.92K
TypeSH
Market value$7.01M
1.85%
Sole
58.92K
Shared
0.00
None
0.00
Johnson & Johnson Com
SOLEShares40.55K
TypeSH
Market value$6.72M
1.77%
Sole
40.55K
Shared
0.00
None
0.00
Salesforce Inc Com
SOLEShares24.29K
TypeSH
Market value$6.52M
1.72%
Sole
24.29K
Shared
0.00
None
0.00
Danaher Corp Com
SOLEShares31.67K
TypeSH
Market value$6.49M
1.71%
Sole
31.67K
Shared
0.00
None
0.00
Lowes Cos Inc Com
SOLEShares27.09K
TypeSH
Market value$6.32M
1.67%
Sole
27.09K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Berkshire Hathaway Inc Com Cl BSOLE | Com | 50.76K | SH | $27.03M 7.13% | 50.76K | 0.00 | 0.00 |
Microsoft Corp ComSOLE | Com | 69.65K | SH | $26.15M 6.89% | 69.65K | 0.00 | 0.00 |
Apple IncSOLE | Com | 117.49K | SH | $26.10M 6.88% | 117.49K | 0.00 | 0.00 |
SPDR S&P 500 ETFSOLE | Com | 33.18K | SH | $18.56M 4.89% | 33.18K | 0.00 | 0.00 |
Valmont Inds Inc ComSOLE | Com | 52.91K | SH | $15.10M 3.98% | 52.91K | 0.00 | 0.00 |
Alphabet Inc Cl CSOLE | Com | 93.48K | SH | $14.60M 3.85% | 93.48K | 0.00 | 0.00 |
UnitedHealth Group ComSOLE | Com | 27.33K | SH | $14.32M 3.77% | 27.33K | 0.00 | 0.00 |
Accenture PLC ComSOLE | Com | 40.48K | SH | $12.63M 3.33% | 40.48K | 0.00 | 0.00 |
JP Morgan Chase & Co ComSOLE | Com | 47.83K | SH | $11.73M 3.09% | 47.83K | 0.00 | 0.00 |
Oracle Corp ComSOLE | Com | 80.81K | SH | $11.30M 2.98% | 80.81K | 0.00 | 0.00 |
Amazon Inc ComSOLE | Com | 59.33K | SH | $11.29M 2.98% | 59.33K | 0.00 | 0.00 |
Visa Inc ComSOLE | Com | 28.67K | SH | $10.05M 2.65% | 28.67K | 0.00 | 0.00 |
BlackRock Inc New ComSOLE | Com | 9.79K | SH | $9.27M 2.44% | 9.04K | 0.00 | 750.00 |
Lilly (Eli) & Co ComSOLE | Com | 10.57K | SH | $8.73M 2.30% | 10.57K | 0.00 | 0.00 |
Chevron Corp ComSOLE | Com | 50.67K | SH | $8.48M 2.23% | 50.67K | 0.00 | 0.00 |
Procter & Gamble Co ComSOLE | Com | 48.45K | SH | $8.26M 2.18% | 48.45K | 0.00 | 0.00 |
PepsiCo Inc ComSOLE | Com | 52.43K | SH | $7.86M 2.07% | 52.43K | 0.00 | 0.00 |
Abbott Labs ComSOLE | Com | 57.67K | SH | $7.65M 2.02% | 57.67K | 0.00 | 0.00 |
Illinois Tool Wks Inc ComSOLE | Com | 29.89K | SH | $7.41M 1.95% | 27.29K | 0.00 | 2.60K |
Cisco Sys Inc ComSOLE | Com | 118.04K | SH | $7.28M 1.92% | 118.04K | 0.00 | 0.00 |
ExxonMobil Corp ComSOLE | Com | 58.92K | SH | $7.01M 1.85% | 58.92K | 0.00 | 0.00 |
Johnson & Johnson ComSOLE | Com | 40.55K | SH | $6.72M 1.77% | 40.55K | 0.00 | 0.00 |
Salesforce Inc ComSOLE | Com | 24.29K | SH | $6.52M 1.72% | 24.29K | 0.00 | 0.00 |
Danaher Corp ComSOLE | Com | 31.67K | SH | $6.49M 1.71% | 31.67K | 0.00 | 0.00 |
Lowes Cos Inc ComSOLE | Com | 27.09K | SH | $6.32M 1.67% | 27.09K | 0.00 | 0.00 |
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