AMES NATIONAL CORP

CIK 1132651 · Lihat di SEC EDGAR ↗

Nilai portofolio QoQ: -2.4% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas65,70%

Bobot 25 kepemilikan teratas87,42%

Posisi di atas 1%21

Jumlah posisi efektif11,3

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q1 2026: 3,95% Perkiraan pembelian $6.665.756 · penjualan $7.442.130

Kepemilikan median: 5,0 kuartal Dilacak Q1 2025–Q1 2026 · 89,3% masih dipegang

Posisi baru4

Meningkat13

Menurun31

Tertutup3

Nilai Portofolio $166.6M #7.101 dari 9.337 berdasarkan nilai 13F · top 76.1%

Posisi 67

Per tanggal 31 Maret 2026 Data per Q1 2026

Rincian sektor

Technology 6,6%

Financials 4,9%

Healthcare 4,1%

Communication Services 3,3%

Retail 2,9%

Industrials 2,5%

Energy 2,0%

Consumer Discretionary 1,0%

Consumer products 0,8%

Materials 0,5%

Consumer Staples 0,5%

Utilities 0,2%

Lainnya/Tidak terpetakan 70,8%

Portofolio lengkap 67 posisi

					Rentetan
IVV iShares Trust	$41.526.519	24,92%	63.573	$-1.113.736	Naik ×5
BSV VANGUARD BOND INDEX FUNDS	$12.786.281	7,67%	163.072	$958.003	Naik ×3
BND Vanguard Total Bond Market ETF	$12.462.392	7,48%	169.234	$1.028.280	Naik ×3
AGG iShares Trust	$12.293.895	7,38%	123.843	$921.758	Naik ×3
VXUS Vanguard Total International Stock ETF	$6.027.689	3,62%	78.170	$95.087	Turun ×1
MSFT Microsoft Corporation - Common Stock	$5.865.087	3,52%	15.856	$-1.767.887	Naik ×1
IWR iShares Russell Mid-Cap ETF	$5.280.755	3,17%	54.312	$-20.064	Turun ×5
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares	$4.807.388	2,88%	96.244	$328.093	Naik ×3
AAPL Apple Inc. - Common Stock	$4.486.342	2,69%	17.681	$-320.314
IWM iShares Russell 2000 Index Fund	$3.948.160	2,37%	15.920	$-20.432	Turun ×5
IJH iShares Trust	$3.904.315	2,34%	57.816	$250.885	Naik ×5
Penerbit tidak dikenal (CUSIP: GEI001202)	$3.421.180	2,05%	1.202	$0
VTI Vanguard Morningstar Total Stock Market ETF	$3.261.784	1,96%	10.169	$-168.028	Turun ×2
XLK SELECT SECTOR SPDR TRUST	$3.254.721	1,95%	24.490	$-271.104
GOOG Alphabet Inc. - Class C Capital Stock	$2.738.079	1,64%	9.545	$-301.074	Turun ×2
JNJ Johnson & Johnson Common Stock	$2.710.008	1,63%	11.096	$165.558	Turun ×2
IJR iShares Trust	$2.628.659	1,58%	21.146	$191.889	Naik ×5
HD Home Depot, Inc. (The) Common Stock	$2.580.596	1,55%	7.868	$-197.704	Turun ×5
BRK-B (diajukan sebagai BRKB) Berkshire Hathaway Inc. Class B	$2.237.331	1,34%	4.704	$-112.055	Naik ×1
JPM JP Morgan Chase & Co. Common Stock	$2.169.867	1,30%	7.405	$-320.894	Turun ×5
CVX Chevron Corporation Common Stock	$1.762.920	1,06%	8.492	$401.593	Turun ×2
XOM Exxon Mobil Corporation Common Stock	$1.490.927	0,89%	8.765	$436.026
MCD McDonald's Corporation Common Stock	$1.384.569	0,83%	4.455	$22.987
WHWK Whitehawk Therapeutics, Inc. - Common Stock	$1.333.269	0,80%	4.571		Naik ×1
ATLO Ames National Corporation - Common Stock	$1.313.838	0,79%	46.557	$-30.630	Turun ×2
PG Procter & Gamble Company (The) Common Stock	$1.266.945	0,76%	8.777	$-66.125	Turun ×5
ADP Automatic Data Processing, Inc. - Common Stock	$1.154.672	0,69%	5.683	$-376.619	Turun ×2
WMT Walmart Inc. - Common Stock	$990.885	0,59%	7.973	$52.478	Turun ×5
UNP Union Pacific Corporation Common Stock	$982.527	0,59%	4.082	$-292.509	Turun ×2
CSCO Cisco Systems, Inc. - Common Stock	$978.290	0,59%	12.606	$7.250
MRK Merck & Company, Inc. Common Stock (new)	$944.016	0,57%	7.854	$90.989	Turun ×2
CASY Caseys General Stores, Inc. - Common Stock	$873.432	0,52%	1.200	$210.180
GOOGL Alphabet Inc. - Class A Common Stock	$819.781	0,49%	2.863	$-76.338
VOO Vanguard S&P 500 ETF	$685.331	0,41%	1.148	$14.302	Naik ×2
V Visa Inc.	$627.808	0,38%	2.082	$-52.610	Naik ×1
GD General Dynamics Corporation Common Stock	$604.754	0,36%	1.762	$11.559
VYM Vanguard High Dividend Yield ETF	$585.736	0,35%	3.955	$18.114
BLK BlackRock, Inc. Common Stock	$542.405	0,33%	564	$-114.784	Turun ×2
SPY SPY	$538.482	0,32%	828	$-60.244	Turun ×1
PPG PPG Industries, Inc. Common Stock	$488.442	0,29%	4.570	$20.200
PEP PepsiCo, Inc. - Common Stock	$468.975	0,28%	3.020	$34.827	Turun ×5
BX Blackstone Inc. Common Stock	$448.461	0,27%	3.900	$-152.685
PFE Pfizer, Inc. Common Stock	$446.914	0,27%	15.942	$67.612	Naik ×1
QCOM QUALCOMM Incorporated - Common Stock	$439.655	0,26%	3.414	$-144.310
RTX RTX Corporation Common Stock	$429.781	0,26%	2.228	$21.166
UNH UnitedHealth Group Incorporated Common Stock (DE)	$410.215	0,25%	1.516	$-101.125	Turun ×3
T AT&T Inc.	$407.022	0,24%	14.037	$-629.725	Turun ×1
AFL AFLAC Incorporated Common Stock	$404.830	0,24%	3.690	$-23.569	Turun ×1
DE Deere & Company Common Stock	$373.579	0,22%	663	$73.287	Naik ×1
APD Air Products and Chemicals, Inc. Common Stock	$373.280	0,22%	1.285	$55.859
NSC Norfolk Southern Corporation Common Stock	$368.225	0,22%	1.300	$-266.959	Turun ×1
VZ Verizon Communications Inc. Common Stock	$359.610	0,22%	7.163	$-180.344	Turun ×2
KO Coca-Cola Company (The) Common Stock	$349.602	0,21%	4.597	$14.244	Turun ×1
SYY Sysco Corporation Common Stock	$337.034	0,20%	4.725	$-23.679	Turun ×1
ABBV AbbVie Inc. Common Stock	$311.221	0,19%	1.465	$-23.517
LNT Alliant Energy Corporation - Common Stock	$299.898	0,18%	4.185	$-1.157.524	Turun ×1
NKE Nike, Inc. Common Stock	$290.352	0,17%	5.497	$-99.426	Turun ×1
PFF iShares Preferred and Income Securities ETF	$285.008	0,17%	9.400	$-74.902	Turun ×4
CAT Caterpillar, Inc. Common Stock	$271.340	0,16%	383	$51.930
DIS Walt Disney Company (The) Common Stock	$243.263	0,15%	2.524	$-49.354	Turun ×3
ABT Abbott Laboratories Common Stock	$239.764	0,14%	2.325	$-51.535
VEA Vanguard FTSE Developed Markets ETF	$233.828	0,14%	3.649	$5.875
WFC Wells Fargo & Company Common Stock	$231.570	0,14%	3.000	$-793.630	Turun ×2
KLAC KLA Corporation - Common Stock	$220.862	0,13%	150		Naik ×1
SYK Stryker Corporation Common Stock	$218.167	0,13%	665
TRV The Travelers Companies, Inc. Common Stock	$211.760	0,13%	726	$-1.543.684	Turun ×4
AMGN Amgen Inc. - Common Stock	$209.058	0,13%	595		Naik ×1
Tidak ada hasil

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas	Nilai	% dari portofolio	Rentetan
IVV	$41.526.519	24,92%	naik ×5
BSV	$12.786.281	7,67%	naik ×3
BND	$12.462.392	7,48%	naik ×3
AGG	$12.293.895	7,38%	naik ×3
VTIP	$4.807.388	2,88%	naik ×3
IJH	$3.904.315	2,34%	naik ×5
IJR	$2.628.659	1,58%	naik ×5

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas	Nilai	Saham	% dari portofolio
WHWK	$1.333.269	4.571	0,80%
KLAC	$220.862	150	0,13%
SYK	$218.167	665	0,13%
AMGN	$209.058	595	0,13%

Penggerak teratas (QoQ)

Sekuritas	Aksi	Saham Δ	Nilai Δ
MSFT	Beli lebih banyak	+73	-$1.8M
LNT	Dipangkas	-18K	-$1.2M
IVV	Beli lebih banyak	+1K	-$1.1M
BND	Beli lebih banyak	+15K	+$1.0M
BSV	Beli lebih banyak	+13K	+$958K
AGG	Beli lebih banyak	+10K	+$922K
WFC	Dipangkas	-8K	-$794K
T	Dipangkas	-28K	-$630K
XOM	Hanya pergerakan harga	+0	+$436K
CVX	Dipangkas	-440	+$402K

1 position hidden — reported move looks larger than the position itself (data completeness check)

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

Sekuritas	Kuartal	Saham sebelumnya	Nilai sebelumnya	Harga sejak keluar
CASY	30 Juni 2025	1.200	$520.848	21,1%
COP	31 Maret 2026	3.787	$354.501	-4,0%
SYK	31 Des. 2025	745	$275.404	-21,6%
EMR	30 Juni 2025	2.200	$241.208	21,2%
AVGO	31 Des. 2025	700	$230.937	2,6%
IBM	31 Des. 2025	779	$219.802	-24,8%
KMB	31 Des. 2025	1.635	$203.296	-6,5%
DNP	31 Maret 2026	18.000	$179.820	-7,1%
COF	31 Maret 2026	647	$156.807	6,7%
DOW	31 Des. 2025	3.807	$87.295	19,6%