STAR Financial Bank

13F filer · CIK 0001965329

Reported Aug 7, 2026

Net buyer this quarter

13F portfolio value$245MU.S. long equity reported on 13F

Positions547 new · 5 closed

Net flow last quarter+$2.93MBuys minus sells

Top 10 positions weight8.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 7, 202654 positions
AAPLApple Inc.	$3.7M	1.51%	0.00%	+16.3%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$3.46M	1.41%	Not reported	Not reported	Q3 2024
STLDSteel Dynamics Inc	$3.41M	1.39%	0.01%	-0.7%	Q4 2022
MSFTMicrosoft Corp	$2.39M	0.97%	0.00%	+9.8%	Q4 2022
NVDANvidia Corp	$2.14M	0.87%	0.00%	+39.8%	Q1 2023
GOOGLAlphabet Inc.	$1.66M	0.68%	0.00%	+55.2%	Q4 2022
JPMJPMorgan Chase & Co	$1.53M	0.62%	0.00%	+5.9%	Q4 2022
LLYELI LILLY & Co	$1.27M	0.52%	0.00%	-15.2%	Q3 2023
JNJJohnson & Johnson	$1.19M	0.49%	0.00%	+5.2%	Q4 2022
AMZNAmazon Com Inc	$1.1M	0.45%	0.00%	+58.4%	Q4 2022
IWSImageware Systems Inc	$1.02M	0.41%	Not reported	-2.1%	Q4 2022
CATCaterpillar Inc	$899K	0.37%	0.00%	-0.7%	Q1 2023
PEPPepsico Inc	$833K	0.34%	0.00%	-23.4%	Q4 2022
MDYSPDR S&P Midcap 400 ETF Trust	$814K	0.33%	Not reported	-0.9%	Q4 2022
CSCOCisco Systems, Inc.	$798K	0.33%	0.00%	+11.9%	Q4 2022
ABBVAbbVie Inc.	$712K	0.29%	0.00%	+8.2%	Q4 2022
WFCWells Fargo & Company	$709K	0.29%	0.00%	+7.1%	Q4 2022
AMATApplied Materials Inc	$675K	0.27%	0.00%	-11.8%	Q4 2022
AVGOBroadcom Inc.	$639K	0.26%	0.00%	+6.8%	Q2 2024
BLKBlackRock, Inc.	$624K	0.25%	0.00%	+1.3%	Q4 2022
HDHome Depot, Inc.	$590K	0.24%	0.00%	-21.0%	Q4 2022
PGPROCTER & GAMBLE Co	$525K	0.21%	0.00%	-3.1%	Q4 2022
CVXChevron Corp	$518K	0.21%	0.00%	+24.0%	Q4 2022
MCDMcdonalds Corp	$492K	0.20%	0.00%	+16.7%	Q4 2022
GOOGAlphabet Inc.	$491K	0.20%	Not reported	+8.3%	Q4 2022
WMTWalmart Inc.	$486K	0.20%	0.00%	+26.2%	Q4 2023
CMICummins Inc	$423K	0.17%	0.00%	+2.6%	Q4 2022
GLGlobe Life Inc.	$411K	0.17%	0.00%	-21.6%	Q1 2026
EMREmerson Electric Co	$386K	0.16%	0.00%	+0.7%	Q4 2022
LMTLockheed Martin Corp	$372K	0.15%	0.00%	-2.4%	Q4 2022
WMWaste Management Inc	$349K	0.14%	0.00%	-7.3%	Q4 2022
MCHPMicrochip Technology Inc	$335K	0.14%	0.00%	-1.3%	Q4 2022
BRK.BBerkshire Hathaway Inc	$334K	0.14%	Not reported	Not reported	Q2 2025
GSGoldman Sachs Group Inc	$326K	0.13%	0.00%	-0.9%	Q4 2024
MSMorgan Stanley	$316K	0.13%	0.00%	+2.0%	Q4 2022
VVisa Inc.	$315K	0.13%	0.00%	+7.0%	Q4 2022
METAMeta Platforms, Inc.	$306K	0.12%	Not reported	+16.2%	Q4 2023
SOSouthern Co	$293K	0.12%	0.00%	+1.9%	Q4 2022
COSTCostco Wholesale Corp	$292K	0.12%	0.00%	New	Q2 2026
BABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust	$282K	0.12%	Not reported	-16.3%	Q3 2024
INTCIntel Corp	$278K	0.11%	0.00%	New	Q2 2026
IBMInternational Business Machines Corp	$274K	0.11%	0.00%	-27.0%	Q4 2025
NEENextera Energy Inc	$274K	0.11%	0.00%	+4.4%	Q3 2023
RTXRTX Corp	$273K	0.11%	0.00%	New	Q2 2026
LINLinde PLC	$262K	0.11%	0.00%	New	Q2 2026
GDGeneral Dynamics Corp	$260K	0.11%	0.00%	+3.2%	Q4 2022
PAYXPaychex Inc	$252K	0.10%	0.00%	Not reported	Q4 2022
MARMarriott International Inc	$245K	0.10%	0.00%	+4.4%	Q2 2023
AEPAmerican Electric Power Co Inc	$245K	0.10%	0.00%	Not reported	Q2 2023
MOAltria Group, Inc.	$241K	0.10%	0.00%	+3.9%	Q4 2022

Q1 2026Reported May 8, 202651 positions
AAPLApple Inc.	$2.79M	1.32%	0.00%	-8.1%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$2.72M	1.28%	Not reported	-12.1%	Q3 2024
STLDSteel Dynamics Inc	$2.7M	1.27%	0.01%	Not reported	Q4 2022
MSFTMicrosoft Corp	$2.16M	1.02%	0.00%	-4.7%	Q4 2022
NVDANvidia Corp	$1.33M	0.63%	0.00%	-1.2%	Q1 2023
JPMJPMorgan Chase & Co	$1.3M	0.61%	0.00%	-0.3%	Q4 2022
PEPPepsico Inc	$1.25M	0.59%	0.00%	+90.9%	Q4 2022
LLYELI LILLY & Co	$1.15M	0.54%	0.00%	+80.0%	Q3 2023
JNJJohnson & Johnson	$1.09M	0.51%	0.00%	+38.2%	Q4 2022
IWSImageware Systems Inc	$920K	0.43%	Not reported	-8.0%	Q4 2022
GOOGLAlphabet Inc.	$860K	0.41%	0.00%	-17.7%	Q4 2022
MDYSPDR S&P Midcap 400 ETF Trust	$720K	0.34%	Not reported	-6.3%	Q4 2022
HDHome Depot, Inc.	$697K	0.33%	0.00%	+16.2%	Q4 2022
WFCWells Fargo & Company	$637K	0.30%	0.00%	+76.4%	Q4 2022
BLKBlackRock, Inc.	$616K	0.29%	0.00%	-8.8%	Q4 2022
AMZNAmazon Com Inc	$605K	0.29%	0.00%	-13.2%	Q4 2022
CATCaterpillar Inc	$602K	0.28%	0.00%	-1.5%	Q1 2023
ABBVAbbVie Inc.	$569K	0.27%	0.00%	-8.2%	Q4 2022
PGPROCTER & GAMBLE Co	$534K	0.25%	0.00%	-9.8%	Q4 2022
CVXChevron Corp	$521K	0.25%	0.00%	-2.6%	Q4 2022
AVGOBroadcom Inc.	$490K	0.23%	0.00%	-16.2%	Q2 2024
MCDMcdonalds Corp	$485K	0.23%	0.00%	-11.4%	Q4 2022
CSCOCisco Systems, Inc.	$471K	0.22%	0.00%	-3.0%	Q4 2022
LMTLockheed Martin Corp	$453K	0.21%	0.00%	-5.9%	Q4 2022
WMTWalmart Inc.	$422K	0.20%	0.00%	-19.0%	Q4 2023
GLGlobe Life Inc.	$408K	0.19%	0.00%	New	Q1 2026
HONHoneywell International Inc	$399K	0.19%	0.00%	-12.1%	Q4 2022
WMWaste Management Inc	$389K	0.18%	0.00%	-2.9%	Q4 2022
GOOGAlphabet Inc.	$368K	0.17%	Not reported	-5.7%	Q4 2022
AMATApplied Materials Inc	$362K	0.17%	0.00%	Not reported	Q4 2022
EMREmerson Electric Co	$351K	0.17%	0.00%	-7.2%	Q4 2022
BABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust	$339K	0.16%	Not reported	-80.8%	Q3 2024
IBMInternational Business Machines Corp	$324K	0.15%	0.00%	+37.6%	Q4 2025
CMICummins Inc	$311K	0.15%	0.00%	-3.3%	Q4 2022
SOSouthern Co	$290K	0.14%	0.00%	-1.3%	Q4 2022
NEENextera Energy Inc	$278K	0.13%	0.00%	-11.0%	Q3 2023
GSGoldman Sachs Group Inc	$275K	0.13%	0.00%	-4.4%	Q4 2024
METAMeta Platforms, Inc.	$268K	0.13%	Not reported	-22.5%	Q4 2023
VVisa Inc.	$259K	0.12%	0.00%	-22.1%	Q4 2022
MSMorgan Stanley	$244K	0.12%	0.00%	-3.9%	Q4 2022
GDGeneral Dynamics Corp	$244K	0.12%	0.00%	-4.1%	Q4 2022
PFEPfizer Inc	$243K	0.11%	0.00%	Not reported	Q4 2022
MCHPMicrochip Technology Inc	$241K	0.11%	0.00%	-4.4%	Q4 2022
PAYXPaychex Inc	$236K	0.11%	0.00%	-5.6%	Q4 2022
AEPAmerican Electric Power Co Inc	$234K	0.11%	0.00%	-0.6%	Q2 2023
MOAltria Group, Inc.	$213K	0.10%	0.00%	Not reported	Q4 2022
VZVerizon Communications Inc	$213K	0.10%	0.00%	Not reported	Q4 2022
MRKMerck & Co., Inc.	$212K	0.10%	0.00%	Not reported	Q4 2022
XOMExxonMobil Holdings Corp	$208K	0.10%	0.00%	New	Q1 2026
MARMarriott International Inc	$207K	0.10%	0.00%	-12.5%	Q2 2023

Q4 2025Reported Feb 13, 202648 positions
QQQInvesco QQQ Trust, Series 1	$3.29M	1.68%	Not reported	Not reported	Q3 2024
AAPLApple Inc.	$3.25M	1.66%	0.00%	Not reported	Q4 2022
MSFTMicrosoft Corp	$2.96M	1.51%	0.00%	Not reported	Q4 2022
STLDSteel Dynamics Inc	$2.54M	1.30%	0.01%	Not reported	Q4 2022
BABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust	$1.78M	0.91%	Not reported	Not reported	Q3 2024
NVDANvidia Corp	$1.44M	0.74%	0.00%	Not reported	Q1 2023
JPMJPMorgan Chase & Co	$1.42M	0.73%	0.00%	Not reported	Q4 2022
GOOGLAlphabet Inc.	$1.14M	0.58%	0.00%	Not reported	Q4 2022
IWSImageware Systems Inc	$968K	0.49%	Not reported	Not reported	Q4 2022
AMZNAmazon Com Inc	$772K	0.39%	0.00%	Not reported	Q4 2022
BLKBlackRock, Inc.	$752K	0.38%	0.00%	Not reported	Q4 2022
MDYSPDR S&P Midcap 400 ETF Trust	$751K	0.38%	Not reported	Not reported	Q4 2022
LLYELI LILLY & Co	$748K	0.38%	0.00%	Not reported	Q3 2023
JNJJohnson & Johnson	$668K	0.34%	0.00%	Not reported	Q4 2022
AVGOBroadcom Inc.	$654K	0.33%	0.00%	Not reported	Q2 2024
ABBVAbbVie Inc.	$651K	0.33%	0.00%	Not reported	Q4 2022
HDHome Depot, Inc.	$627K	0.32%	0.00%	Not reported	Q4 2022
PEPPepsico Inc	$604K	0.31%	0.00%	Not reported	Q4 2022
PGPROCTER & GAMBLE Co	$587K	0.30%	0.00%	Not reported	Q4 2022
MCDMcdonalds Corp	$538K	0.28%	0.00%	Not reported	Q4 2022
CATCaterpillar Inc	$494K	0.25%	0.00%	Not reported	Q1 2023
CSCOCisco Systems, Inc.	$482K	0.25%	0.00%	Not reported	Q4 2022
WMTWalmart Inc.	$467K	0.24%	0.00%	Not reported	Q4 2023
GOOGAlphabet Inc.	$427K	0.22%	Not reported	Not reported	Q4 2022
WFCWells Fargo & Company	$423K	0.22%	0.00%	Not reported	Q4 2022
METAMeta Platforms, Inc.	$399K	0.20%	Not reported	Not reported	Q4 2023
CVXChevron Corp	$394K	0.20%	0.00%	Not reported	Q4 2022
HONHoneywell International Inc	$392K	0.20%	0.00%	Not reported	Q4 2022
VVisa Inc.	$386K	0.20%	0.00%	Not reported	Q4 2022
LMTLockheed Martin Corp	$385K	0.20%	0.00%	Not reported	Q4 2022
EMREmerson Electric Co	$383K	0.20%	0.00%	Not reported	Q4 2022
WMWaste Management Inc	$383K	0.20%	0.00%	Not reported	Q4 2022
IBTGInternational Building Technologies Group, Inc.	$312K	0.16%	Not reported	Not reported	Q2 2024
CMICummins Inc	$305K	0.16%	0.00%	Not reported	Q4 2022
PAYXPaychex Inc	$304K	0.16%	0.00%	Not reported	Q4 2022
GSGoldman Sachs Group Inc	$299K	0.15%	0.00%	Not reported	Q4 2024
IBMInternational Business Machines Corp	$288K	0.15%	0.00%	New	Q4 2025
MSMorgan Stanley	$274K	0.14%	0.00%	Not reported	Q4 2022
NEENextera Energy Inc	$270K	0.14%	0.00%	Not reported	Q3 2023
SOSouthern Co	$265K	0.14%	0.00%	Not reported	Q4 2022
GDGeneral Dynamics Corp	$249K	0.13%	0.00%	Not reported	Q4 2022
MCHPMicrochip Technology Inc	$248K	0.13%	0.00%	Not reported	Q4 2022
ORCLOracle Corp	$233K	0.12%	0.00%	Not reported	Q2 2024
SYKStryker Corp	$228K	0.12%	0.00%	Not reported	Q2 2024
MARMarriott International Inc	$224K	0.11%	0.00%	Not reported	Q2 2023
BRK.BBerkshire Hathaway Inc	$222K	0.11%	Not reported	Not reported	Q2 2025
AEPAmerican Electric Power Co Inc	$207K	0.11%	0.00%	Not reported	Q2 2023
GPCGenuine Parts Co	$204K	0.10%	0.00%	Not reported	Q4 2022
Q2 2025Reported Aug 14, 202552 positions
QQQInvesco QQQ Trust, Series 1	$3.25M	2.06%	Not reported	-48.3%	Q3 2024
MSFTMicrosoft Corp	$3.07M	1.95%	0.00%	-5.6%	Q4 2022
AAPLApple Inc.	$2.69M	1.71%	0.00%	-3.2%	Q4 2022
IBTGInternational Building Technologies Group, Inc.	$2.08M	1.32%	Not reported	+9.7%	Q2 2024
STLDSteel Dynamics Inc	$1.91M	1.21%	0.01%	Not reported	Q4 2022
BABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust	$1.59M	1.01%	Not reported	+39.2%	Q3 2024
JPMJPMorgan Chase & Co	$1.56M	0.99%	0.00%	-3.9%	Q4 2022
NVDANvidia Corp	$1.19M	0.75%	0.00%	-0.2%	Q1 2023
IWSImageware Systems Inc	$1.15M	0.73%	Not reported	-9.2%	Q4 2022
BLKBlackRock, Inc.	$866K	0.55%	0.00%	-9.5%	Q4 2022
HDHome Depot, Inc.	$836K	0.53%	0.00%	-0.3%	Q4 2022
AMZNAmazon Com Inc	$726K	0.46%	0.00%	-16.8%	Q4 2022
PGPROCTER & GAMBLE Co	$717K	0.45%	0.00%	-7.5%	Q4 2022
MDYSPDR S&P Midcap 400 ETF Trust	$709K	0.45%	Not reported	Not reported	Q4 2022
PEPPepsico Inc	$665K	0.42%	0.00%	-9.2%	Q4 2022
ABBVAbbVie Inc.	$653K	0.41%	0.00%	-3.6%	Q4 2022
GOOGLAlphabet Inc.	$589K	0.37%	0.00%	-11.6%	Q4 2022
MCDMcdonalds Corp	$584K	0.37%	0.00%	-4.6%	Q4 2022
WFCWells Fargo & Company	$573K	0.36%	0.00%	-4.4%	Q4 2022
JNJJohnson & Johnson	$563K	0.36%	0.00%	-8.3%	Q4 2022
HONHoneywell International Inc	$535K	0.34%	0.00%	-5.4%	Q4 2022
CSCOCisco Systems, Inc.	$534K	0.34%	0.00%	-4.3%	Q4 2022
WMWaste Management Inc	$519K	0.33%	0.00%	-5.6%	Q4 2022
EMREmerson Electric Co	$513K	0.33%	0.00%	-6.4%	Q4 2022
PAYXPaychex Inc	$485K	0.31%	0.00%	-4.0%	Q4 2022
LMTLockheed Martin Corp	$471K	0.30%	0.00%	-11.3%	Q4 2022
CVXChevron Corp	$427K	0.27%	0.00%	-12.9%	Q4 2022
CATCaterpillar Inc	$427K	0.27%	0.00%	+3.9%	Q1 2023
METAMeta Platforms, Inc.	$413K	0.26%	Not reported	-6.7%	Q4 2023
LLYELI LILLY & Co	$407K	0.26%	0.00%	+3.6%	Q3 2023
WMTWalmart Inc.	$397K	0.25%	0.00%	-7.9%	Q4 2023
AVGOBroadcom Inc.	$389K	0.25%	0.00%	Not reported	Q2 2024
SOSouthern Co	$372K	0.24%	0.00%	+0.9%	Q4 2022
VVisa Inc.	$362K	0.23%	0.00%	-17.1%	Q4 2022
MCHPMicrochip Technology Inc	$340K	0.22%	0.00%	-18.4%	Q4 2022
PSAPublic Storage	$313K	0.20%	0.00%	-9.3%	Q2 2023
GOOGAlphabet Inc.	$294K	0.19%	Not reported	+1.9%	Q4 2022
ORCLOracle Corp	$282K	0.18%	0.00%	Not reported	Q2 2024
GPCGenuine Parts Co	$279K	0.18%	0.00%	-5.0%	Q4 2022
GSGoldman Sachs Group Inc	$276K	0.18%	0.00%	Not reported	Q4 2024
INGRIngredion Inc	$261K	0.17%	0.00%	-3.0%	Q4 2022
VZVerizon Communications Inc	$242K	0.15%	0.00%	+1.5%	Q4 2022
UNHUnitedhealth Group Inc	$239K	0.15%	0.00%	-17.6%	Q4 2022
GDGeneral Dynamics Corp	$239K	0.15%	0.00%	-11.8%	Q4 2022
MSMorgan Stanley	$238K	0.15%	0.00%	-12.7%	Q4 2022
PRUPrudential Financial Inc	$238K	0.15%	0.00%	-2.2%	Q4 2022
PFEPfizer Inc	$237K	0.15%	0.00%	-14.4%	Q4 2022
MARMarriott International Inc	$221K	0.14%	0.00%	-16.1%	Q2 2023
BRK.BBerkshire Hathaway Inc	$221K	0.14%	Not reported	New	Q2 2025
NEENextera Energy Inc	$208K	0.13%	0.00%	-10.3%	Q3 2023

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