Pioneer Trust Bank N A

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 2, 2025), Pioneer Trust Bank N A reported 79 stock positions worth $379.4 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 7.1% of the portfolio, followed by Microsoft (MSFT, 6.9%) and Apple (AAPL, 6.9%). Compared with Q4 2024, it opened 2 new positions, sold out of 2, added to 19 and reduced 28. The biggest buy was Unitedhealth (UNH, shares +1%) and the biggest sale Apple (AAPL, shares −2%).

Most Recent 13F
Q2 2026
Location
SALEM, OR
CIK
0001006435
Portfolio Value
$379.4M (Q1 2025)
SEC Filing
0001006435-25-000007 ↗ filed May 2, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $359.5M Q1 2024 Q2 2024: $370.6M Q2 2024 Q3 2024: $391.2M Q3 2024 Q4 2024: $397.4M Q4 2024 Q1 2025: $379.4M $379.4M Q1 2025 Q2 2025: $391.8M Q2 2025 Q3 2025: $426.8M Q3 2025 Q4 2025: $430.9M Q4 2025 Q1 2026: $412.1M Q1 2026 Q2 2026: $441.1M Q2 2026

Holdings 79 stocks · $379.4M
BRK.B Berkshire Hathaway Inc. Class B 7.13% 50,760 $27.0M Reduce -2.3%
MSFT Microsoft Corp. 6.89% 69,654 $26.1M Add +0.9%
AAPL Apple Inc. 6.88% 117,487 $26.1M Reduce -1.7%
SPY SS SPDR S&P 500 ETF Trust-US 4.89% 33,183 $18.6M Add +3.8%
VMI Valmont Industries 3.98% 52,913 $15.1M Reduce -4.8%
GOOG Alphabet Inc. Class C 3.85% 93,477 $14.6M Add +1.4%
UNH Unitedhealth Group Inc. 3.77% 27,332 $14.3M Add +1.4%
ACN Accenture PLC Class A 3.33% 40,475 $12.6M Reduce -0.6%
JPM JPMorgan Chase & Co. 3.09% 47,826 $11.7M Reduce -2.2%
ORCL Oracle Corp. 2.98% 80,806 $11.3M Reduce -3.3%
AMZN Amazon.com Inc. 2.98% 59,330 $11.3M Add +3.8%
V Visa Inc. Class A 2.65% 28,673 $10.0M Reduce -11.2%
BLK BlackRock Inc. 2.44% 9,792 $9.3M Add +0.1%
LLY Eli Lilly & Co. 2.30% 10,569 $8.7M Reduce -1.7%
CVX Chevron Corp. 2.23% 50,670 $8.5M Reduce -4.8%
PG The Procter & Gamble Co. 2.18% 48,454 $8.3M Reduce -3.9%
PEP Pepsico Inc. 2.07% 52,432 $7.9M Reduce -9.7%
ABT Abbott Laboratories 2.02% 57,670 $7.6M Reduce -2.6%
ITW Illinois Tool Works 1.95% 29,888 $7.4M Reduce -3.8%
CSCO Cisco Systems Inc. 1.92% 118,040 $7.3M Add +1.7%
XOM Exxon Mobil Corp. 1.85% 58,916 $7.0M Add +1.6%
JNJ Johnson & Johnson 1.77% 40,546 $6.7M Add +0.2%
CRM Salesforce Inc. 1.72% 24,294 $6.5M Reduce -2.0%
DHR Danaher Corp. 1.71% 31,666 $6.5M Reduce -2.8%
LOW Lowe's Cos Inc. 1.67% 27,095 $6.3M Reduce -8.0%
HON Honeywell International Inc. 1.62% 28,972 $6.1M Add +0.1%
NEE Nextera Energy Inc. 1.57% 83,918 $5.9M Add +3.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 1.49% 57,204 $5.6M Reduce -3.5%
RTX RTX Corp. 1.48% 42,328 $5.6M Reduce -0.9%
MCD McDonald's Corp. 1.41% 17,091 $5.3M Reduce -0.8%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.40% 43,523 $5.3M Reduce -1.9%
NVDA Nvidia Corp. 1.39% 48,515 $5.3M Add +17.4%
ADBE Adobe Inc. 1.38% 13,694 $5.3M Add +1.9%
CMCSA Comcast Corp. Class A 1.21% 124,045 $4.6M Add +2.3%
NKE Nike Inc. Class B 1.19% 70,968 $4.5M Add +0.6%
GOOGL Alphabet Inc. Class A 0.77% 18,790 $2.9M Add +0.1%
COST Costco Wholesale Corp. 0.54% 2,163 $2.0M Add +7.1%
WMT Walmart Inc. 0.47% 20,290 $1.8M Reduce -3.6%
AMGN Amgen Inc. 0.42% 5,120 $1.6M No change
ITOT iShares Core S&P Total U.S. 0.38% 11,750 $1.4M Reduce -0.7%
SBUX Starbucks Corp. 0.29% 11,312 $1.1M No change
IJH iShares Core S&P Midcap ETF 0.29% 18,700 $1.1M No change
USB US Bancorp 0.28% 25,333 $1.1M No change
ABBV Abbvie Inc. 0.26% 4,730 $991K No change
KO The Coca-Cola Co. 0.26% 13,567 $972K No change
LMT Lockheed Martin Corp. 0.22% 1,909 $853K Reduce -1.8%
UNP Union Pacific Corp. 0.20% 3,206 $757K No change
AXP American Express Co. 0.18% 2,600 $700K No change
IJR iShares Core S&P Small-Cap E 0.18% 6,600 $690K No change
CSX CSX Corp. 0.18% 23,385 $688K No change
MRK Merck & Co. Inc. 0.18% 7,558 $678K Add +1.1%
IWM iShares Russell 2000 ETF 0.16% 3,085 $615K No change
AFL Aflac Inc. 0.16% 5,390 $599K No change
LIN Linde PLC 0.13% 1,049 $488K Add +1.8%
EMR Emerson Electric Co. 0.12% 4,239 $465K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.11% 1,748 $435K No change
EFA iShares MSCI Eafe ETF 0.11% 5,200 $425K No change
WFC Wells Fargo & Co. 0.11% 5,900 $424K No change
TT Trane Technologies PLC 0.11% 1,220 $411K Reduce -3.6%
BA The Boeing Co. 0.11% 2,350 $401K No change
SCHX Schwab US Large-Cap ETF 0.10% 18,000 $397K No change
MDY State Street SPDR S&P Midcap 0.10% 735 $392K Reduce -1.1%
AON Aon PLC Class A 0.10% 919 $367K No change
AVGO Broadcom Inc. 0.09% 1,982 $332K No change
PFE Pfizer Inc. 0.08% 12,560 $318K No change
WMB Williams Cos Inc. 0.08% 5,091 $304K No change
VZ Verizon Communications Inc. 0.07% 6,230 $283K Reduce -0.4%
IWP iShares Russell Mid-Cap Grow 0.07% 2,400 $282K No change
SYK Stryker Corp. 0.07% 750 $279K No change
IJT iShares S&P Small-Cap 600 GR 0.07% 2,200 $274K No change
VGT Vanguard Info Tech ETF 0.07% 500 $271K No change
SCHA Schwab US Small-Cap ETF 0.07% 11,200 $262K No change
DUK Duke Energy Corp. 0.07% 2,066 $252K New
T AT&T Inc. 0.07% 8,797 $249K Reduce -0.5%
HD Home Depot Inc. 0.07% 676 $248K Reduce -4.8%
CAT Caterpillar Inc. 0.06% 683 $225K No change
ETN Eaton Corp. PLC 0.06% 810 $220K No change
CSL Carlisle Cos Inc. 0.05% 600 $204K No change
BX Blackstone Inc. 0.05% 1,440 $201K No change

Portfolio Sells Q4 2024 → Q1 2025
AAPL Apple Inc. Reduce -1.7% 6.88% −0.65
ORCL Oracle Corp. Reduce -3.3% 2.98% −0.53
CRM Salesforce Inc. Reduce -2.0% 1.72% −0.37
VMI Valmont Industries Reduce -4.8% 3.98% −0.31
ACN Accenture PLC Class A Reduce -0.6% 3.33% −0.28
DIS The Walt Disney Co. Reduce -3.5% 1.49% −0.17
DHR Danaher Corp. Reduce -2.8% 1.71% −0.17
LOW Lowe's Cos Inc. Reduce -8.0% 1.67% −0.16
PEP Pepsico Inc. Reduce -9.7% 2.07% −0.15
TGT Target Corp. Sold out 0.00% −0.06
PNC PNC Financial Services Group Sold out 0.00% −0.05
ITW Illinois Tool Works Reduce -3.8% 1.95% −0.03
LMT Lockheed Martin Corp. Reduce -1.8% 0.22% −0.01
TT Trane Technologies PLC Reduce -3.6% 0.11% −0.01
WMT Walmart Inc. Reduce -3.6% 0.47% −0.01
ITOT iShares Core S&P Total U.S. Reduce -0.7% 0.38% −0.01
HD Home Depot Inc. Reduce -4.8% 0.07% −0.00
MDY State Street SPDR S&P Midcap Reduce -1.1% 0.10% −0.00
VZ Verizon Communications Inc. Reduce -0.4% 0.07% +0.01
T AT&T Inc. Reduce -0.5% 0.07% +0.01
TJX TJX Companies Inc. Reduce -1.9% 1.40% +0.05
PG The Procter & Gamble Co. Reduce -3.9% 2.18% +0.05
V Visa Inc. Class A Reduce -11.2% 2.65% +0.08
JPM JPMorgan Chase & Co. Reduce -2.2% 3.09% +0.14
MCD McDonald's Corp. Reduce -0.8% 1.41% +0.15
LLY Eli Lilly & Co. Reduce -1.7% 2.30% +0.21
RTX RTX Corp. Reduce -0.9% 1.48% +0.23
CVX Chevron Corp. Reduce -4.8% 2.23% +0.29
ABT Abbott Laboratories Reduce -2.6% 2.02% +0.33
BRK.B Berkshire Hathaway Inc. Class B Reduce -2.3% 7.13% +1.20

Portfolio Buys Q4 2024 → Q1 2025
UNH Unitedhealth Group Inc. Add +1.4% 3.77% +0.34
JNJ Johnson & Johnson Add +0.2% 1.77% +0.30
XOM Exxon Mobil Corp. Add +1.6% 1.85% +0.28
CSCO Cisco Systems Inc. Add +1.7% 1.92% +0.19
SPY SS SPDR S&P 500 ETF Trust-US Add +3.8% 4.89% +0.18
EMR Emerson Electric Co. New 0.12% +0.12
NEE Nextera Energy Inc. Add +3.3% 1.57% +0.10
COST Costco Wholesale Corp. Add +7.1% 0.54% +0.07
DUK Duke Energy Corp. New 0.07% +0.07
CMCSA Comcast Corp. Class A Add +2.3% 1.21% +0.06
LIN Linde PLC Add +1.8% 0.13% +0.02
MRK Merck & Co. Inc. Add +1.1% 0.18% −0.01
NVDA Nvidia Corp. Add +17.4% 1.39% −0.01
HON Honeywell International Inc. Add +0.1% 1.62% −0.03
BLK BlackRock Inc. Add +0.1% 2.44% −0.08
ADBE Adobe Inc. Add +1.9% 1.38% −0.12
GOOGL Alphabet Inc. Class A Add +0.1% 0.77% −0.13
NKE Nike Inc. Class B Add +0.6% 1.19% −0.16
AMZN Amazon.com Inc. Add +3.8% 2.98% −0.18
MSFT Microsoft Corp. Add +0.9% 6.89% −0.43
GOOG Alphabet Inc. Class C Add +1.4% 3.85% −0.57

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 87$441.1MAAPL, MSFT, BRK.B, VMI, GOOG
Q1 2026 83$412.1MAAPL, MSFT, BRK.B, GOOG, SPY
Q4 2025 76$430.9MMSFT, AAPL, GOOG, BRK.B, SPY
Q3 2025 78$426.8MMSFT, AAPL, BRK.B, ORCL, GOOG
Q2 2025 76$391.8MMSFT, AAPL, BRK.B, SPY, ORCL
Q1 2025 79$379.4MBRK.B, MSFT, AAPL, SPY, VMI
Q4 2024 79$397.4MAAPL, MSFT, BRK.B, SPY, GOOG
Q3 2024 76$391.2MMSFT, AAPL, BRK.B, SPY, VMI
Q2 2024 76$370.6MMSFT, AAPL, BRK.B, GOOG, VMI
Q1 2024 75$359.5MMSFT, BRK.B, AAPL, GOOG, ACN