ASSOCIATED BANC-CORP

$3.8B reported 13(f) long value · latest quarter 2026-06-30 · CIK 7789 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $3.8B
ALL retained default holdings for this (filer, period), including NULL-value ones: 332
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 17
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 18

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	TRIM	−$27.5M	−34,719	$215M	$188M	687,596	652,877
position key `pos:15642` · issuer key `iss:1334` COM	ADD	−$11.8M	+142	$182M	$171M	977,591	977,733
position key `pos:11825` · issuer key `iss:1225` COM	TRIM	−$49.7M	−693	$211M	$161M	436,244	435,551
position key `pos:13215` · issuer key `iss:144` COM	TRIM	−$13.0M	−9,772	$158M	$145M	580,600	570,828
position key `pos:10455` · issuer key `iss:1091` COM NEW	TRIM	−$4.7M	−175,971	$133M	$128M	774,930	598,959
position key `pos:14175` · issuer key `iss:95` COM	ADD	−$12.2M	+4,256	$134M	$122M	581,327	585,583
position key `pos:18039` · issuer key `iss:1025` COM	TRIM	−$13.3M	−7,611	$127M	$113M	393,395	385,784
position key `pos:15198` · issuer key `iss:1445` COM	ADD	+$4.3M	+8,856	$91.5M	$95.7M	570,173	579,029
position key `pos:14552` · issuer key `iss:711` COM	TRIM	+$26.0M	−3,439	$64.9M	$91.0M	539,635	536,196
position key `pos:14055` · issuer key `cusip6:922908` MID CAP ETF	ADD	+$4.7M	+18,795	$68.1M	$72.8M	234,703	253,498
position key `pos:11917` · issuer key `iss:177` COM	TRIM	−$860K	−43,419	$67.8M	$66.9M	2,631,339	2,587,920
position key `pos:15863` · issuer key `iss:1123` COM	ADD	−$8.0M	+1,027	$62.4M	$54.3M	58,036	59,063
position key `pos:11205` · issuer key `iss:255` CL B NEW	ADD	+$1.6M	+8,065	$48.3M	$49.9M	96,162	104,227
position key `pos:16131` · issuer key `iss:1632` COM	ADD	−$2.7M	+3,583	$50.4M	$47.7M	504,122	507,705
position key `pos:13683` · issuer key `iss:1648` COM	ADD	−$15.0M	+41,818	$61.2M	$46.1M	399,210	441,028
position key `pos:12696` · issuer key `iss:1845` COM	ADD	−$1.2M	+61,009	$46.6M	$45.4M	570,226	631,235
position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `cusip6:922908` S&P 500 ETF SHS	ADD	−$1.4M	+1,303	$46.6M	$45.1M	74,231	75,534
position key `pos:12725` · issuer key `iss:1615` COM	ADD	−$12.6M	+21,540	$56.2M	$43.7M	212,311	233,851
position key `pos:11588` · issuer key `iss:1058` COM	TRIM	−$2.2M	−2,190	$45.0M	$42.8M	445,707	443,517
position key `pos:10426` · issuer key `iss:1352` COM	ADD	+$21.3M	+84,374	$19.7M	$41.1M	125,788	210,162
position key `pos:16278` · issuer key `iss:390` COM	TRIM	−$16.7M	−14,612	$56.8M	$40.1M	234,478	219,866
position key `pos:11570` · issuer key `iss:1599` TR UNIT	TRIM	−$2.2M	−388	$41.1M	$38.9M	60,199	59,811
position key `pos:15433` · issuer key `iss:1290` COM	ADD	+$28.7M	+296,298	$9.5M	$38.3M	101,542	397,840
position key `pos:11390` · issuer key `iss:720` CL A	TRIM	−$9.0M	−5,010	$46.2M	$37.2M	70,054	65,044
position key `pos:16172` · issuer key `iss:1141` COM	ADD	−$495K	+1,092	$37.2M	$36.7M	154,403	155,495
position key `pos:13599` · issuer key `iss:1035` COM	TRIM	+$4.7M	−3,181	$30.3M	$35.0M	146,492	143,311
position key `pos:17231` · issuer key `cusip6:922908` SMALL CP ETF	ADD	+$4.4M	+15,006	$30.5M	$34.9M	118,078	133,084
position key `pos:15626` · issuer key `iss:1529` COM	TRIM	−$32.2M	−184,470	$65.8M	$33.7M	359,025	174,555
position key `pos:11717` · issuer key `iss:440` COM	ADD	+$8.8M	+758	$24.2M	$33.0M	158,736	159,494
position key `pos:14992` · issuer key `iss:1485` COM	TRIM	−$532K	−5,434	$32.0M	$31.5M	223,550	218,116
position key `pos:16495` · issuer key `iss:1005` COM	ADD	−$8.8M	+4,840	$39.7M	$30.9M	176,163	181,003
position key `pos:14095` · issuer key `iss:307` COM	ADD	−$5.5M	+106,526	$35.6M	$30.1M	373,832	480,358
position key `pos:16096` · issuer key `iss:1206` COM	TRIM	−$175K	−2,195	$30.0M	$29.9M	98,244	96,049
position key `pos:15492` · issuer key `iss:355` COM	TRIM	−$3.0M	−7,462	$32.8M	$29.8M	119,296	111,834
position key `pos:10984` · issuer key `cusip6:921937` SHORT TRM BOND	ADD	+$2.7M	+36,238	$26.9M	$29.6M	340,916	377,154
position key `pos:13994` · issuer key `cusip6:922042` ALLWRLD EX US	ADD	+$4.7M	+56,214	$24.2M	$28.9M	329,094	385,308
position key `pos:13432` · issuer key `iss:411` COM	TRIM	+$4.7M	−1,178	$23.6M	$28.3M	41,160	39,982
position key `pos:17839` · issuer key `iss:2093` SHS	TRIM	+$2.0M	−3,312	$25.9M	$27.9M	81,435	78,123
position key `pos:11610` · issuer key `iss:287` COM	ADD	−$3.0M	+167	$30.9M	$27.9M	28,885	29,052
position key `pos:14206` · issuer key `iss:1193` CL A	TRIM	−$4.2M	−407	$32.1M	$27.9M	56,316	55,909
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	TRIM	−$3.7M	−3,458	$31.1M	$27.5M	99,165	95,707
position key `pos:16525` · issuer key `iss:58` COM	TRIM	+$3.9M	−676	$23.3M	$27.3M	94,521	93,845
position key `pos:11393` · issuer key `iss:545` COM	TRIM	+$1.1M	−363	$24.6M	$25.7M	48,155	47,792
position key `pos:17928` · issuer key `iss:1322` COM	TRIM	+$2.9M	−2,312	$22.8M	$25.7M	39,990	37,678
position key `sid:sec:prov:f1fd766d326ca552a85c000a4415c3d6` · issuer key `cusip6:46432F` CORE MSCI EAFE	ADD	+$1.8M	+16,871	$23.6M	$25.4M	263,556	280,427
position key `pos:11944` · issuer key `iss:454` COM	ADD	+$355K	+2,290	$24.3M	$24.7M	315,942	318,232
position key `pos:14585` · issuer key `iss:1246` CL A	TRIM	−$6.3M	−146,144	$30.6M	$24.3M	568,135	421,991
position key `sid:sec:prov:4bf4a03276865e7070ffcb8527bf98a8` · issuer key `cusip6:922908` MCAP GR IDXVIP	ADD	+$1.5M	+12,493	$22.4M	$23.8M	80,175	92,668
position key `pos:14191` · issuer key `iss:1855` COM	ADD	+$2.0M	+4,022	$20.8M	$22.7M	89,738	93,760
position key `pos:11209` · issuer key `cusip6:922908` GROWTH ETF	ADD	−$2.2M	+860	$24.9M	$22.6M	50,946	51,806
position key `pos:13598` · issuer key `iss:1994` COM	ADD	+$1.9M	+3,960	$20.7M	$22.6M	280,741	284,701
position key `pos:15445` · issuer key `iss:84` COM	TRIM	−$312K	−1,082	$22.5M	$22.2M	107,964	106,882
position key `pos:14514` · issuer key `iss:1987` COM	TRIM	+$3.3M	−216	$18.6M	$21.9M	61,379	61,163
position key `pos:10892` · issuer key `cusip6:81369Y` STATE STREET TEC	TRIM	−$2.3M	−3,298	$24.1M	$21.9M	167,721	164,423
position key `pos:15125` · issuer key `iss:1798` COM	TRIM	−$4.0M	−311	$25.2M	$21.2M	43,471	43,160
position key `pos:13833` · issuer key `iss:1435` COM	TRIM	+$1.1M	−3,519	$19.9M	$21.0M	138,500	134,981
position key `pos:16249` · issuer key `cusip6:921908` DIV APP ETF	TRIM	−$595K	−614	$21.5M	$20.9M	97,982	97,368
position key `pos:10493` · issuer key `iss:471` COM	ADD	+$1.8M	+1,437	$18.8M	$20.5M	268,282	269,719
position key `pos:16809` · issuer key `iss:119` COM	TRIM	−$2.6M	−1,002	$22.7M	$20.2M	46,369	45,367
position key `pos:10986` · issuer key `cusip6:922908` VALUE ETF	ADD	+$2.0M	+8,086	$17.0M	$19.0M	88,951	97,037
position key `pos:10307` · issuer key `iss:1012` CORE S&P500 ETF	ADD	+$31.8K	+1,369	$18.6M	$18.6M	27,182	28,551
position key `pos:13234` · issuer key `iss:230` COM	ADD	−$1.9M	+7,428	$20.0M	$18.1M	364,438	371,866
position key `pos:11609` · issuer key `iss:1447` COM	ADD	+$5.2M	+477	$12.5M	$17.7M	96,842	97,319
position key `pos:13905` · issuer key `iss:1016` CORE MSCI EMKT	ADD	+$1.3M	+9,933	$16.4M	$17.7M	244,123	254,056
position key `pos:10718` · issuer key `iss:1311` COM	TRIM	+$2.3M	−858	$15.3M	$17.6M	190,085	189,227
position key `pos:12549` · issuer key `iss:1013` EAFE VALUE ETF	ADD	+$1.1M	+5,448	$15.9M	$16.9M	222,026	227,474
position key `pos:14990` · issuer key `iss:1602` STATE STREET SPD	TRIM	+$428K	−2,126	$15.2M	$15.6M	108,878	106,752
position key `pos:17965` · issuer key `cusip6:921937` TOTAL BND MRKT	ADD	+$1.8M	+25,539	$13.7M	$15.5M	184,844	210,383
position key `pos:13406` · issuer key `iss:2156` SHS	TRIM	−$2.2M	−5,375	$17.6M	$15.4M	182,964	177,589
position key `pos:12944` · issuer key `cusip6:922908` TOTAL STK MKT	ADD	−$341K	+1,023	$15.5M	$15.2M	46,273	47,296
position key `sid:sec:prov:2727b63284f6235da134480881be8949` · issuer key `cusip6:922042` FTSE EMR MKT ETF	ADD	+$1.6M	+28,439	$13.3M	$14.9M	247,223	275,662
position key `pos:13906` · issuer key `iss:1012` S&P 500 VAL ETF	ADD	+$346K	+1,933	$14.3M	$14.6M	67,226	69,159
position key `sid:sec:prov:37e4995e6b67d5e138767a663c26b870` · issuer key `cusip6:922908` MCAP VL IDXVIP	ADD	+$2.3M	+9,688	$12.3M	$14.5M	69,230	78,918
position key `sid:sec:prov:350119fb274fcd8c7ec4519681c9e3cd` · issuer key `cusip6:921937` INTERMED TERM	ADD	+$272K	+5,169	$14.2M	$14.4M	182,035	187,204
position key `pos:11237` · issuer key `iss:1601` GOLD SHS	TRIM	+$1.0M	−197	$12.9M	$14.0M	32,661	32,464
position key `pos:14916` · issuer key `iss:1946` COM	TRIM	+$490K	−544	$13.4M	$13.9M	61,026	60,482
position key `pos:11173` · issuer key `iss:995` UNIT SER 1	ADD	−$322K	+923	$14.1M	$13.8M	23,010	23,933
position key `pos:17409` · issuer key `cusip6:921943` VAN FTSE DEV MKT	ADD	+$1.9M	+25,619	$11.5M	$13.5M	184,397	210,016
position key `pos:13876` · issuer key `iss:917` COM	ADD	+$7.0M	+26,417	$6.2M	$13.1M	31,696	58,113
position key `pos:13490` · issuer key `iss:1939` COM	TRIM	+$1.2M	−1,030	$11.8M	$13.0M	105,531	104,501
position key `pos:16115` · issuer key `iss:1869` COM	TRIM	−$3.8M	−2,860	$16.7M	$12.9M	50,676	47,816
position key `sid:sec:prov:8cc6d731232d1ac429fb431a7ea6a184` · issuer key `cusip6:92189F` GOLD MINERS ETF	TRIM	−$269K	−12,931	$13.1M	$12.9M	152,991	140,060
position key `pos:11528` · issuer key `iss:1012` RUS 1000 GRW ETF	ADD	−$1.2M	+475	$13.9M	$12.7M	29,373	29,848
position key `pos:15818` · issuer key `iss:1742` COM	ADD	−$305K	+1,427	$12.7M	$12.4M	172,561	173,988
position key `pos:17751` · issuer key `iss:1214` COM	TRIM	+$1.4M	−731	$10.7M	$12.1M	101,341	100,610
position key `pos:12366` · issuer key `iss:22` COM	TRIM	−$3.1M	−3,846	$15.1M	$12.0M	120,607	116,761
position key `pos:15144` · issuer key `iss:556` COM	TRIM	−$2.9M	−2,804	$13.8M	$10.9M	60,231	57,427
position key `pos:12412` · issuer key `cusip6:921946` HIGH DIV YLD	ADD	+$339K	+49	$10.4M	$10.7M	72,355	72,404
position key `pos:15119` · issuer key `iss:489` CL A	ADD	−$313K	+4,142	$10.9M	$10.6M	366,216	370,358
position key `pos:13738` · issuer key `iss:1698` COM	ADD	+$2.4M	+16,101	$8.1M	$10.5M	92,947	109,048
position key `pos:13746` · issuer key `iss:1012` S&P 500 GRWT ETF	TRIM	−$974K	−687	$10.9M	$9.9M	88,264	87,577
position key `pos:16868` · issuer key `iss:1012` CORE S&P MCP ETF	ADD	+$352K	+1,974	$9.4M	$9.8M	143,136	145,110
position key `pos:15702` · issuer key `iss:1012` RUSSELL 2000 ETF	ADD	+$668K	+2,421	$9.1M	$9.8M	36,971	39,392
position key `pos:14143` · issuer key `iss:748` COM	ADD	−$837K	+16,852	$10.5M	$9.7M	156,340	173,192
position key `pos:11897` · issuer key `iss:2010` CL A	ADD	+$283K	+6,842	$8.7M	$9.0M	69,117	75,959
position key `pos:12699` · issuer key `iss:1012` S&P MC 400GR ETF	ADD	+$355K	+278	$8.5M	$8.8M	87,365	87,643
position key `pos:15499` · issuer key `iss:23` COM	TRIM	−$647K	−914	$9.3M	$8.7M	40,775	39,861
position key `pos:11671` · issuer key `iss:122` COM	TRIM	+$394K	−520	$7.7M	$8.1M	23,515	22,995
position key `pos:10554` · issuer key `iss:1747` COM	ADD	+$956K	+3,425	$6.9M	$7.8M	33,865	37,290
position key `pos:15134` · issuer key `iss:1844` COM NEW	TRIM	−$397K	−3,710	$8.1M	$7.7M	150,974	147,264

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 52

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:11506` · issuer key `iss:1628` CL B	NO CHANGE	−$19.5K	$3.0M	$3.0M	114,955	114,955
position key `pos:11020` · issuer key `iss:255` CL A	NO CHANGE	−$110K	$2.3M	$2.2M	3	3
position key `pos:13049` · issuer key `iss:926` COM	NO CHANGE	+$204K	$1.9M	$2.1M	4,379	4,379
position key `sid:sec:prov:a1dbe4b0ff0a06b91f737b25fcffc2ea` · issuer key `cusip6:65406E` COM	NO CHANGE	+$282K	$1.3M	$1.5M	10,312	10,312
position key `pos:10793` · issuer key `iss:195` COM	NO CHANGE	−$383K	$1.8M	$1.4M	7,078	7,078
position key `sid:sec:prov:ea06359f54b707e4fcbe9506e9c31e47` · issuer key `cusip6:962149` COM	NO CHANGE	+$65.3K	$1.4M	$1.4M	44,694	44,694
position key `pos:11354` · issuer key `iss:506` COM	NO CHANGE	+$150K	$1.1M	$1.2M	10,804	10,804
position key `pos:15963` · issuer key `iss:1936` COM	NO CHANGE	+$60.2K	$1.1M	$1.1M	16,725	16,725
position key `pos:16439` · issuer key `iss:520` COM	NO CHANGE	+$363K	$657K	$1.0M	7,500	7,500
position key `pos:13340` · issuer key `iss:666` COM	NO CHANGE	+$144K	$800K	$945K	24,968	24,968
position key `pos:17173` · issuer key `iss:1138` COM	NO CHANGE	+$176K	$706K	$882K	1,460	1,460
position key `pos:15892` · issuer key `iss:7` COM	NO CHANGE	−$4.4K	$866K	$862K	7,857	7,857
position key `pos:18187` · issuer key `iss:1040` COM NEW	NO CHANGE	+$140K	$660K	$800K	543	543
position key `pos:18016` · issuer key `iss:1012` RUS MD CP GR ETF	NO CHANGE	−$51.3K	$797K	$746K	5,819	5,819
position key `pos:17290` · issuer key `iss:39` COM	NO CHANGE	−$327K	$1.1M	$743K	3,055	3,055
position key `pos:13237` · issuer key `iss:1176` COM NEW	NO CHANGE	−$19.4K	$683K	$664K	56,982	56,982
position key `sid:sec:prov:c6c72f204d55ac41f664cbe23f8574fe` · issuer key `cusip6:46435G` ESG AW MSCI EAFE	NO CHANGE	+$3.2K	$573K	$576K	6,027	6,027
position key `pos:17905` · issuer key `iss:1981` US LARGECAP DIVD	NO CHANGE	+$7.2K	$507K	$514K	5,756	5,756
position key `pos:12216` · issuer key `iss:1531` COM	NO CHANGE	+$40.0K	$468K	$508K	8,309	8,309
position key `pos:17104` · issuer key `iss:1535` COM	NO CHANGE	+$125K	$373K	$497K	2,655	2,655
position key `pos:11810` · issuer key `iss:1633` 1000 INDEX ETF	NO CHANGE	−$23.3K	$519K	$496K	15,838	15,838
position key `sid:sec:prov:a169db3bc5c1a1712255fa982183c448` · issuer key `cusip6:315948` SHS	NO CHANGE	−$144K	$637K	$493K	8,352	8,352
position key `pos:10919` · issuer key `iss:1013` ESG OPTIMIZED	NO CHANGE	−$26.1K	$502K	$475K	3,599	3,599
position key `pos:17106` · issuer key `iss:557` COM	NO CHANGE	+$29.1K	$445K	$474K	2,418	2,418
position key `pos:14516` · issuer key `iss:1643` COM	NO CHANGE	+$41.2K	$410K	$451K	4,639	4,639
position key `pos:13088` · issuer key `iss:1633` US LCAP VA ETF	NO CHANGE	+$12.0K	$398K	$410K	13,446	13,446
position key `pos:13420` · issuer key `iss:778` COM	NO CHANGE	−$4.6K	$408K	$404K	17,085	17,085
position key `pos:11170` · issuer key `iss:421` COM	NO CHANGE	+$44.6K	$355K	$399K	9,253	9,253
position key `pos:15311` · issuer key `iss:724` COM	NO CHANGE	+$50.4K	$323K	$373K	8,038	8,038
position key `pos:15521` · issuer key `iss:76` COM	NO CHANGE	+$76.8K	$287K	$364K	2,500	2,500
position key `pos:16680` · issuer key `iss:1336` COM	NO CHANGE	+$64.3K	$289K	$353K	4,680	4,680
position key `pos:17845` · issuer key `iss:455` COM	NO CHANGE	−$39.0K	$387K	$348K	2,060	2,060
position key `pos:11928` · issuer key `iss:948` COM	NO CHANGE	+$42.5K	$301K	$343K	18,251	18,251
position key `pos:11461` · issuer key `iss:102` COM	NO CHANGE	+$38.9K	$284K	$323K	2,467	2,467
position key `pos:17793` · issuer key `iss:1061` COM	NO CHANGE	+$25.0K	$298K	$323K	10,594	10,594
position key `pos:12810` · issuer key `iss:920` COM	NO CHANGE	+$21.3K	$265K	$286K	14,922	14,922
position key `pos:12684` · issuer key `iss:650` COM	NO CHANGE	+$31.5K	$239K	$270K	4,991	4,991
position key `pos:11404` · issuer key `iss:1150` COM	NO CHANGE	−$3.8K	$263K	$260K	3,360	3,360
position key `cusip:69360N108` · issuer key `cusip6:69360N` COM	NO CHANGE	+$15.2K	$242K	$257K	9,270	9,270
position key `pos:10159` · issuer key `iss:185` COM	NO CHANGE	+$3.1K	$252K	$255K	7,146	7,146
position key `pos:17366` · issuer key `iss:932` COM	NO CHANGE	+$26.3K	$224K	$251K	660	660
position key `pos:10854` · issuer key `iss:300` COM	NO CHANGE	−$65.3K	$305K	$240K	57	57
position key `sid:sec:prov:4a997406b20ea1522ab2d0fa175a9142` · issuer key `cusip6:313148` CL A	NO CHANGE	−$27.2K	$265K	$238K	2,000	2,000
position key `pos:12325` · issuer key `iss:1012` RUS MDCP VAL ETF	NO CHANGE	+$7.4K	$222K	$230K	1,575	1,575
position key `pos:10453` · issuer key `iss:919` COM	NO CHANGE	−$10.5K	$237K	$227K	10,000	10,000
position key `pos:15837` · issuer key `iss:1075` COM	NO CHANGE	−$17.4K	$240K	$223K	9,895	9,895
position key `pos:11403` · issuer key `iss:1342` COM	NO CHANGE	+$2.5K	$208K	$210K	2,280	2,280
position key `sid:sec:prov:b5c47f039d2476f11c490f58ad8fe617` · issuer key `cusip6:46435U` ESG AWARE MSCI	NO CHANGE	+$4.6K	$205K	$209K	4,449	4,449
position key `cusip:95556L101` · issuer key `cusip6:95556L` COM	NO CHANGE	+$79	$152K	$152K	204,080	204,080
position key `cusip:Q0226F106` · issuer key `cusip6:Q0226F` SHS	NO CHANGE	+$480	$6.3K	$6.8K	30,000	30,000
position key `sid:sec:prov:0c2c3d82d9aca6f445bb95c645439e33` · issuer key `cusip6:004397` COM	NO CHANGE	−$6.0K	$11.3K	$5.3K	13,675	13,675
position key `cusip:94973A103` · issuer key `cusip6:94973A` COM	NO CHANGE	$0	$0	$0	12,500	12,500

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 255 issuers · $3.8B disclosed value over 332 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

VANGUARD INDEX FDS

12 positions · 12 reported rows

Rows ASSOCIATED BANC-CORP reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$72.8M	253,498
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$45.1M	75,534
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$34.9M	133,084
VANGUARD INDEX FDS · MCAP GR IDXVIP CUSIP 922908538 src ↗	$23.8M	92,668
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$22.6M	51,806
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$19.0M	97,037
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$15.2M	47,296
VANGUARD INDEX FDS · MCAP VL IDXVIP CUSIP 922908512 src ↗	$14.5M	78,918
VANGUARD INDEX FDS · SML CP GRW ETF CUSIP 922908595 src ↗	$7.5M	24,898
VANGUARD INDEX FDS · SM CP VAL ETF CUSIP — src ↗	$7.4M	33,889
VANGUARD INDEX FDS · REAL ESTATE ETF CUSIP 922908553 src ↗	$3.4M	38,573
VANGUARD INDEX FDS · EXTEND MKT ETF CUSIP — src ↗	$2.2M	10,682

ticker not yet mapped

$269M

937,883

7.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows ASSOCIATED BANC-CORP reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$188M	652,877
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$27.5M	95,707

$215M

748,584

5.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$171M

977,733

4.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$161M

435,551

4.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$145M

570,828

3.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LAM RESEARCH CORP · COM NEW CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$128M

598,959

3.4%

—

ISHARES TR

24 positions · 24 reported rows

Rows ASSOCIATED BANC-CORP reported for ISHARES TR, as it reported them
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$18.6M	28,551
ISHARES TR · S&P 500 VAL ETF CUSIP — src ↗	$14.6M	69,159
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$12.7M	29,848
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$9.9M	87,577
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$9.8M	145,110
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$9.8M	39,392
ISHARES TR · S&P MC 400GR ETF CUSIP — src ↗	$8.8M	87,643
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$7.5M	35,152
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$7.0M	56,591
ISHARES TR · S&P MC 400VL ETF CUSIP — src ↗	$5.7M	42,996
ISHARES TR · ISHARES BIOTECH CUSIP — src ↗	$4.1M	24,133
ISHARES TR · S&P SML 600 GWT CUSIP — src ↗	$3.1M	21,717
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$2.5M	25,810
ISHARES TR · CORE S&P TTL STK CUSIP — src ↗	$2.4M	16,814
ISHARES TR · SP SMCP600VL ETF CUSIP — src ↗	$2.3M	19,077
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$1.3M	3,721
ISHARES TR · SELECT DIVID ETF CUSIP — src ↗	$1.1M	7,390
ISHARES TR · RUS MD CP GR ETF CUSIP — src ↗	$746K	5,819
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$622K	6,398
ISHARES TR · CORE US AGGBD ET CUSIP — src ↗	$610K	6,147
ISHARES TR · U.S. TECH ETF CUSIP — src ↗	$362K	1,998
ISHARES TR · IBOXX INV CP ETF CUSIP — src ↗	$298K	2,730
ISHARES TR · 7-10 YR TRSY BD CUSIP — src ↗	$280K	2,933
ISHARES TR · RUS MDCP VAL ETF CUSIP — src ↗	$230K	1,575

ticker not yet mapped

$124M

768,281

3.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$122M

585,583

3.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$113M

385,784

3.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PHILIP MORRIS INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$95.7M

579,029

2.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$91.0M

536,196

2.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ASSOCIATED BANC-CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$66.9M

2,587,920

1.8%

—

VANGUARD BD INDEX FDS

3 positions · 3 reported rows

Rows ASSOCIATED BANC-CORP reported for VANGUARD BD INDEX FDS, as it reported them
VANGUARD BD INDEX FDS · SHORT TRM BOND CUSIP — src ↗	$29.6M	377,154
VANGUARD BD INDEX FDS · TOTAL BND MRKT CUSIP — src ↗	$15.5M	210,383
VANGUARD BD INDEX FDS · INTERMED TERM CUSIP 921937819 src ↗	$14.4M	187,204

ticker not yet mapped

$59.5M

774,741

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$54.3M

59,063

1.4%

BERKSHIRE HATHAWAY INC DEL

2 positions · 2 reported rows

Rows ASSOCIATED BANC-CORP reported for BERKSHIRE HATHAWAY INC DEL, as it reported them
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$49.9M	104,227
BERKSHIRE HATHAWAY INC DEL · CL A CUSIP — src ↗	$2.2M	3

$52.1M

104,230

1.4%

—

SELECT SECTOR SPDR TR

11 positions · 11 reported rows

Rows ASSOCIATED BANC-CORP reported for SELECT SECTOR SPDR TR, as it reported them
SELECT SECTOR SPDR TR · STATE STREET TEC CUSIP — src ↗	$21.9M	164,423
SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y506 src ↗	$5.1M	83,544
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP — src ↗	$4.0M	49,349
SELECT SECTOR SPDR TR · STATE STREET UTI CUSIP — src ↗	$3.4M	73,184
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP 81369Y407 src ↗	$2.9M	26,882
SELECT SECTOR SPDR TR · STATE STREET HEA CUSIP 81369Y209 src ↗	$2.9M	19,833
SELECT SECTOR SPDR TR · STATE STREET IND CUSIP 81369Y704 src ↗	$2.9M	17,809
SELECT SECTOR SPDR TR · STATE STREET FIN CUSIP 81369Y605 src ↗	$2.5M	50,072
SELECT SECTOR SPDR TR · STATE STREET COM CUSIP 81369Y852 src ↗	$1.3M	11,949
SELECT SECTOR SPDR TR · STATE STREET REA CUSIP 81369Y860 src ↗	$1.1M	26,128
SELECT SECTOR SPDR TR · STATE STREET MAT CUSIP 81369Y100 src ↗	$839K	16,793

ticker not yet mapped

$48.8M

539,966

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SCHWAB CHARLES CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$47.7M

507,705

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SERVICENOW INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$46.1M

441,028

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UBER TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$45.4M

631,235

1.2%

—

VANGUARD INTL EQUITY INDEX F

2 positions · 2 reported rows

Rows ASSOCIATED BANC-CORP reported for VANGUARD INTL EQUITY INDEX F, as it reported them
VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US CUSIP — src ↗	$28.9M	385,308
VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 src ↗	$14.9M	275,662

ticker not yet mapped

$43.8M

660,970

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SALESFORCE INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$43.7M

233,851

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KIMBERLY-CLARK CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$42.8M

443,517

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

OLD DOMINION FREIGHT LINE IN · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$41.1M

210,162

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CAPITAL ONE FINL CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$40.1M

219,866

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$38.9M

59,811

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC. · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$38.3M

397,840

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$37.2M

65,044

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOWES COS INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$36.7M

155,495

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$35.0M

143,311

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$33.7M

174,555

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$33.0M

159,494

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$31.5M

218,116

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

IQVIA HLDGS INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$30.9M

181,003

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BOSTON SCIENTIFIC CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$30.1M

480,358

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$29.9M

96,049

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THE CIGNA GROUP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$29.8M

111,834

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$28.3M

39,982

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EATON CORP PLC · SHS CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$27.9M

78,123

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BLACKROCK INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$27.9M

29,052

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED · CL A CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$27.9M

55,909

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AIR PRODUCTS AND CHEMICALS I · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$27.3M

93,845

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CUMMINS INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$25.7M

47,792

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NORTHROP GRUMMAN CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$25.7M

37,678

0.7%

—

ISHARES TR · CORE MSCI EAFE CUSIP 46432F842
2026-03-31 filed 2026-05-01 +31d

src ↗

ticker not yet mapped

$25.4M

280,427

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$24.7M

318,232

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MONDELEZ INTL INC · CL A CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$24.3M

421,991

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNION PAC CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$22.7M

93,760

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

XCEL ENERGY INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$22.6M

284,701

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALLSTATE CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$22.2M

106,882

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WOODWARD INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$21.9M

61,163

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THERMO FISHER SCIENTIFIC INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$21.2M

43,160

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$21.0M

134,981

0.6%

—

VANGUARD SPECIALIZED FUNDS · DIV APP ETF CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

ticker not yet mapped

$20.9M

97,368

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$20.5M

269,719

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERIPRISE FINL INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$20.2M

45,367

0.5%

—

ISHARES TR

12 positions · 12 reported rows

Rows ASSOCIATED BANC-CORP reported for ISHARES TR, as it reported them
ISHARES TR · IBONDS DEC 2030 CUSIP 46436E726 src ↗	$2.4M	108,993
ISHARES TR · IBONDS DEC 29 CUSIP 46436E205 src ↗	$2.2M	93,278
ISHARES TR · IBONDS 26 TRM TS CUSIP — src ↗	$2.0M	89,132
ISHARES TR · IBONDS 27 TRM TS CUSIP 46436E841 src ↗	$1.9M	84,933
ISHARES TR · IBONDS 28 TRM TS CUSIP 46436E833 src ↗	$1.8M	82,547
ISHARES TR · IBONDS DEC 2031 CUSIP 46436E486 src ↗	$1.8M	85,609
ISHARES TR · IBONDS DEC 2032 CUSIP 46436E312 src ↗	$1.8M	69,537
ISHARES TR · IBONDS DEC 2033 CUSIP 46436E130 src ↗	$1.8M	67,913
ISHARES TR · IBONDS 29 TRM TS CUSIP 46436E825 src ↗	$1.5M	68,749
ISHARES TR · IBOND DEC 2030 CUSIP 46436E593 src ↗	$1.2M	59,398
ISHARES TR · IBONDS DEC 2031 CUSIP 46436E460 src ↗	$839K	41,154
ISHARES TR · IBONDS DEC 2032 CUSIP 46436E296 src ↗	$549K	23,943

ticker not yet mapped

$19.7M

875,186

0.5%

—

ISHARES TR

6 positions · 6 reported rows

Rows ASSOCIATED BANC-CORP reported for ISHARES TR, as it reported them
ISHARES TR · EAFE VALUE ETF CUSIP — src ↗	$16.9M	227,474
ISHARES TR · GL CLEAN ENE ETF CUSIP — src ↗	$555K	30,359
ISHARES TR · ESG OPTIMIZED CUSIP — src ↗	$475K	3,599
ISHARES TR · PFD AND INCM SEC CUSIP — src ↗	$473K	15,612
ISHARES TR · EAFE GRWTH ETF CUSIP — src ↗	$425K	3,817
ISHARES TR · NATIONAL MUN ETF CUSIP — src ↗	$328K	3,088

ticker not yet mapped

$19.2M

283,949

0.5%

—

BANK OF AMER CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

ticker not yet mapped

$18.1M

371,866

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PHILLIPS 66 · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$17.7M

97,319

0.5%

—

ISHARES INC · CORE MSCI EMKT CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

ticker not yet mapped

$17.7M

254,056

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEXTERA ENERGY INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$17.6M

189,227

0.5%

—

SPDR SERIES TRUST

3 positions · 3 reported rows

Rows ASSOCIATED BANC-CORP reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$15.6M	106,752
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$868K	6,799
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$270K	2,857

ticker not yet mapped

$16.7M

116,408

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MEDTRONIC PLC · SHS CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$15.4M

177,589

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPDR GOLD TR · GOLD SHS CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$14.0M

32,464

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WASTE MGMT INC DEL · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$13.9M

60,482

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INVESCO QQQ TR · UNIT SER 1 CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$13.8M

23,933

0.4%

—

VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

ticker not yet mapped

$13.5M

210,016

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HONEYWELL INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$13.1M

58,113

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$13.0M

104,501

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNITEDHEALTH GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$12.9M

47,816

0.3%

—

VANECK ETF TRUST · GOLD MINERS ETF CUSIP 92189F106
2026-03-31 filed 2026-05-01 +31d

src ↗

ticker not yet mapped

$12.9M

140,060

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SYSCO CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$12.4M

173,988

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$12.1M

100,610

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBOTT LABORATORIES · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$12.0M

116,761

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DANAHER CORP DEL · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$10.9M

57,427

0.3%

—

VANGUARD WHITEHALL FDS · HIGH DIV YLD CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

ticker not yet mapped

$10.7M

72,404

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COMCAST CORP NEW · CL A CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$10.6M

370,358

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SOUTHERN CO · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$10.5M

109,048

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FISERV INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$9.7M

173,192

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ZOETIS INC · CL A CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$9.0M

75,959

0.2%

—

SCHWAB STRATEGIC TR

5 positions · 5 reported rows

Rows ASSOCIATED BANC-CORP reported for SCHWAB STRATEGIC TR, as it reported them
SCHWAB STRATEGIC TR · SHT TM US TRES CUSIP — src ↗	$6.7M	274,670
SCHWAB STRATEGIC TR · US LCAP GR ETF CUSIP — src ↗	$759K	26,063
SCHWAB STRATEGIC TR · 1000 INDEX ETF CUSIP — src ↗	$496K	15,838
SCHWAB STRATEGIC TR · US LCAP VA ETF CUSIP — src ↗	$410K	13,446
SCHWAB STRATEGIC TR · US LRG CAP ETF CUSIP — src ↗	$398K	15,526

ticker not yet mapped

$8.7M

345,543

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$8.7M

39,861

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMGEN INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$8.1M

22,995

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

T-MOBILE US INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$7.8M

37,290

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

US BANCORP · COM NEW CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$7.7M

147,264

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PAYCOM SOFTWARE INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$7.6M

62,573

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STRYKER CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$7.6M

23,060

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$7.5M

22,874

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TEXAS INSTRS INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$7.5M

38,707

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STARBUCKS CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$7.3M

81,403

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ANALOG DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$7.2M

22,574

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EOG RES INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$6.0M

41,500

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TRUIST FINL CORP · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$5.7M

124,112

0.2%

—

ISHARES TR

3 positions · 3 reported rows

Rows ASSOCIATED BANC-CORP reported for ISHARES TR, as it reported them
ISHARES TR · IBDS DEC28 ETF CUSIP 46435U515 src ↗	$2.7M	107,792
ISHARES TR · IBONDS 27 ETF CUSIP 46435UAA9 src ↗	$2.6M	108,359
ISHARES TR · ESG AWARE MSCI CUSIP 46435U663 src ↗	$209K	4,449

ticker not yet mapped

$5.6M

220,600

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COLGATE PALMOLIVE CO · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$5.6M

65,180

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DISNEY WALT CO · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$5.0M

52,318

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EMERSON ELEC CO · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$4.9M

37,581

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P MIDCAP 40 · UTSER1 S&PDCRP CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$4.7M

7,643

0.1%

—

VANGUARD WORLD FD

2 positions · 2 reported rows

Rows ASSOCIATED BANC-CORP reported for VANGUARD WORLD FD, as it reported them
VANGUARD WORLD FD · INF TECH ETF CUSIP 92204A702 src ↗	$4.2M	6,076
VANGUARD WORLD FD · HEALTH CAR ETF CUSIP 92204A504 src ↗	$358K	1,315

ticker not yet mapped

$4.6M

7,391

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PFIZER INC · COM CUSIP —
2026-03-31 filed 2026-05-01 +31d

src ↗

$4.5M

158,511

0.1%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 51.9%below median 80.0%
Concentration index: 170 bpsbelow median 446 bps
Positions with value: 332 / 332median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 51.9% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 170 · QoQ moves: 350

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗
2026-06-30	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open ASSOCIATED BANC-CORP's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).