AMES NATIONAL CORP

CIK 1132651 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$116.3M
#8.099 dari 9.443 berdasarkan nilai 13F · top 85.8%
Posisi
67
Per tanggal
31 Maret 2026 Data per Q1 2026

Nilai portofolio QoQ: -2.3% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
68,55%
Bobot 25 kepemilikan teratas
89,82%
Posisi di atas 1%
19
Jumlah posisi efektif
10,9

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

Perputaran Q1 2026: 5,53% Perkiraan pembelian $6.509.281 · penjualan $6.773.960

Kepemilikan median: 6,0 kuartal Dilacak Q4 2024–Q1 2026 · 87,0% masih dipegang

Posisi baru
4
Meningkat
11
Menurun
28
Tertutup
3
Di halaman ini

Rincian sektor

Technology
6,2%
Healthcare
4,2%
Retail
3,1%
Industrials
2,1%
Communication Services
2,0%
Financials
1,8%
Energy
1,4%
Consumer Discretionary
0,8%
Consumer products
0,7%
Financial Services
0,7%
Materials
0,6%
Consumer Staples
0,4%
Telecommunication
0,3%
Communications
0,1%
Utilities
0,1%
Lainnya/Tidak terpetakan
75,4%

Portofolio lengkap 67 posisi

Tipe Rentetan Tren 8 kuartal
IVV $28.760.836 24,73% 44.030 $-490.212 Naik ×5
BSV $9.991.786 8,59% 127.430 $853.766 Naik ×3
BND Vanguard Total Bond Market ETF $9.800.748 8,43% 133.090 $973.085 Naik ×3
AGG $9.524.957 8,19% 95.950 $875.848 Naik ×3
MSFT Microsoft Corporation - Common Stock $4.081.494 3,51% 11.026 $-1.347.624 Turun ×4
VXUS Vanguard Total International Stock ETF $3.678.147 3,16% 47.700 $52.123 Turun ×1
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares $3.643.053 3,13% 72.934 $293.424 Naik ×2
IWR $3.577.383 3,08% 36.793 $-36.882 Turun ×5
Penerbit tidak dikenal (CUSIP: GEI001202) $3.421.180 2,94% 1.202 $0
XLK XLK $3.254.721 2,80% 24.490 $-271.104
VTI $3.240.181 2,79% 10.100 $-189.631 Turun ×1
AAPL Apple Inc. - Common Stock $2.749.561 2,36% 10.834 $-195.770
IJH $2.554.525 2,20% 37.828 $221.293 Naik ×3
IWM $2.353.024 2,02% 9.488 $-34.728 Turun ×5
JNJ Johnson & Johnson Common Stock $2.155.961 1,85% 8.820 $-36.674 Turun ×3
HD Home Depot, Inc. (The) Common Stock $1.893.749 1,63% 5.758 $-160.528 Turun ×5
IJR $1.697.204 1,46% 13.653 $165.750 Naik ×3
GOOG Alphabet Inc. - Class C Capital Stock $1.543.307 1,33% 5.380 $-188.869 Turun ×2
WHWK Whitehawk Therapeutics, Inc. - Common Stock $1.333.269 1,15% 4.571 Naik ×1
JPM JP Morgan Chase & Co. Common Stock $1.005.733 0,86% 3.419 $-200.659 Turun ×2
ADP Automatic Data Processing, Inc. - Common Stock $935.034 0,80% 4.602 $-318.191 Turun ×2
CASY Caseys General Stores, Inc. - Common Stock $873.432 0,75% 1.200 $210.180
CVX Chevron Corporation Common Stock $810.014 0,70% 3.915 $146.268 Turun ×1
XOM Exxon Mobil Corporation Common Stock $805.715 0,69% 4.749 $234.220
PG Procter & Gamble Company (The) Common Stock $790.231 0,68% 5.471 $-135.695 Turun ×5
GOOGL Alphabet Inc. - Class A Common Stock $747.081 0,64% 2.598 $-66.093
MCD McDonald's Corporation Common Stock $624.377 0,54% 2.009 $10.366
GD General Dynamics Corporation Common Stock $604.754 0,52% 1.762 $11.559
WMT Walmart Inc. - Common Stock $569.327 0,49% 4.581 $8.823 Turun ×1
SPY SPY $538.482 0,46% 828 $-60.244 Turun ×1
BRKB $503.160 0,43% 1.050 $-9.543 Naik ×1
PPG PPG Industries, Inc. Common Stock $488.442 0,42% 4.570 $20.200
VOO $481.625 0,41% 806 $-53.317 Turun ×1
AFL AFLAC Incorporated Common Stock $404.830 0,35% 3.690 $-23.569 Turun ×1
PFE Pfizer, Inc. Common Stock $378.743 0,33% 13.488 $42.892
NSC Norfolk Southern Corporation Common Stock $368.225 0,32% 1.300 $108.377 Naik ×1
BX Blackstone Inc. Common Stock $344.970 0,30% 3.000 $-117.450
SYY Sysco Corporation Common Stock $322.768 0,28% 4.525 $-23.207 Turun ×1
ABBV AbbVie Inc. Common Stock $311.221 0,27% 1.465 $-23.517
KO Coca-Cola Company (The) Common Stock $296.367 0,25% 3.897 $9.946 Turun ×1
PFF iShares Preferred and Income Securities ETF $285.008 0,25% 9.400 $229.280 Naik ×1
NKE Nike, Inc. Common Stock $279.788 0,24% 5.297 $-90.176 Turun ×1
VYM $274.726 0,24% 1.855 $8.496
BLK BlackRock, Inc. Common Stock $242.351 0,21% 252 $-80.892 Turun ×1
T AT&T Inc. $241.835 0,21% 8.342 $-653.448 Turun ×1
WFC Wells Fargo & Company Common Stock $231.570 0,20% 3.000 $-514.030 Turun ×2
KLAC KLA Corporation - Common Stock $220.862 0,19% 150 Naik ×1
APD Air Products and Chemicals, Inc. Common Stock $217.868 0,19% 750 $32.603
DE Deere & Company Common Stock $216.871 0,19% 385 $37.627
V Visa Inc. $211.870 0,18% 701 $15.472 Naik ×1
TRV The Travelers Companies, Inc. Common Stock $211.760 0,18% 726 $-1.333.100 Turun ×4
QCOM QUALCOMM Incorporated - Common Stock $202.313 0,17% 1.571 $-66.407
ATLO Ames National Corporation - Common Stock $200.023 0,17% 7.088 $-215.277 Turun ×2
PEP PepsiCo, Inc. - Common Stock $197.839 0,17% 1.274 $14.277 Turun ×5
MRK Merck & Company, Inc. Common Stock (new) $185.487 0,16% 1.542 $23.176
AMGN Amgen Inc. - Common Stock $175.925 0,15% 500
CSCO Cisco Systems, Inc. - Common Stock $170.620 0,15% 2.199 $1.231
CAT Caterpillar, Inc. Common Stock $165.071 0,14% 233 $31.592
ABT Abbott Laboratories Common Stock $146.305 0,13% 1.425 $-32.233
RTX RTX Corporation Common Stock $128.857 0,11% 668 $6.346
VEA $128.416 0,11% 2.004 $3.226
SYK Stryker Corporation Common Stock $119.935 0,10% 365
VZ Verizon Communications Inc. Common Stock $109.486 0,09% 2.181 $-227.799 Turun ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $103.095 0,09% 381 $-22.677
LNT Alliant Energy Corporation - Common Stock $82.739 0,07% 1.153 $-1.177.740 Turun ×1
UNP Union Pacific Corporation Common Stock $58.229 0,05% 240 $-328.075 Turun ×2
DIS Walt Disney Company (The) Common Stock $46.648 0,04% 484 $-8.417

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 $28.760.836 24,73% naik ×5
BSV $9.991.786 8,59% naik ×3
BND $9.800.748 8,43% naik ×3
AGG $9.524.957 8,19% naik ×3
IJH $2.554.525 2,20% naik ×3
IJR $1.697.204 1,46% naik ×3

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
WHWK $1.333.269 4.571 1,15%
KLAC $220.862 150 0,19%
AMGN $175.925 500 0,15%
SYK $119.935 365 0,10%

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
MSFT Dipangkas -200 -$1.3M
BND Beli lebih banyak +14K +$973K
AGG Beli lebih banyak +9K +$876K
BSV Beli lebih banyak +11K +$854K
T Dipangkas -28K -$653K
WFC Dipangkas -5K -$514K
IVV Beli lebih banyak +1K -$490K
ADP Dipangkas -270 -$318K
VTIP Beli lebih banyak +5K +$293K
XLK Hanya pergerakan harga +0 -$271K

3 posisi disembunyikan (pemeriksaan kelengkapan data)

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.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
AMGN 31 Maret 2025 35.409 $581.770 40,0%
CASY 30 Juni 2025 1.200 $520.848 62,2%
SYK 31 Maret 2025 745 $268.237 -8,7%
ABBV 31 Maret 2025 1.465 $260.331 26,6%
EMR 30 Juni 2025 2.200 $241.208 16,6%
SHV 31 Maret 2025 2.161 $237.948
COP 31 Maret 2026 2.500 $234.025 2,2%
AVGO 31 Des. 2025 700 $230.937 5,2%
DNP 31 Maret 2026 18.000 $179.820 6,6%
IBM 31 Des. 2025 590 $166.474 -20,3%
SYK 31 Des. 2025 445 $164.503 -3,3%
KMB 31 Des. 2025 1.000 $124.340 8,2%
COF 31 Maret 2026 489 $118.514 17,1%
VEA 31 Maret 2025 1.679 $80.290 Tidak lagi dilacak
DOW 31 Des. 2025 2.362 $54.161 39,8%
DHR 31 Maret 2025 200 $45.910 4,7%