Iowa State Bank
CIK 1546967 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $598.3M
- Posisi
- 118
- Per tanggal
- 30 Juni 2026
#3.384 dari 9.443 berdasarkan nilai 13F · top 35.8%
Nilai portofolio QoQ: +10.2% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 38,89%
- Bobot 25 kepemilikan teratas
- 62,70%
- Posisi di atas 1%
- 32
- Jumlah posisi efektif
- 44,0
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 2,05% Perkiraan pembelian $15.036.337 · penjualan $11.687.905
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 83,1% masih dipegang
- Posisi baru
- 6
- Meningkat
- 41
- Menurun
- 41
- Tertutup
- 5
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
17,1%
Healthcare
8,6%
Industrials
7,6%
Financials
6,5%
Communication Services
5,8%
Financial Services
4,3%
Retail
4,1%
Energy
2,8%
Communications
2,4%
Consumer Staples
1,7%
Consumer Discretionary
1,6%
Utilities
1,2%
Telecommunication
1,0%
Real Estate
0,9%
Materials
0,8%
Consumer products
0,6%
Logistics & Transportation
0,6%
Lainnya/Tidak terpetakan
32,6%
Portofolio lengkap 118 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| IEFA | $34.085.400 | 5,70% | 352.924 | $2.813.622 | Naik ×4 | ||
| SPHY | $33.551.219 | 5,61% | 1.431.366 | $1.168.787 | Naik ×6 | ||
| IJH | $29.608.852 | 4,95% | 383.982 | $3.922.668 | Naik ×1 | ||
| IEMG | $23.350.774 | 3,90% | 281.878 | $3.963.203 | Naik ×2 | ||
| AAPL Apple Inc. - Common Stock | $21.625.030 | 3,61% | 74.734 | $2.354.755 | Turun ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $21.496.520 | 3,59% | 60.152 | $4.223.941 | Naik ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $20.121.630 | 3,36% | 61.472 | $840.619 | Turun ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $18.697.210 | 3,13% | 93.444 | $2.471.557 | Naik ×3 | ||
| IJR | $15.175.524 | 2,54% | 102.323 | $2.558.929 | Naik ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $14.986.825 | 2,50% | 40.177 | $87.482 | Turun ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $14.607.091 | 2,44% | 124.358 | $4.296.389 | Turun ×1 | ||
| ABBV AbbVie Inc. Common Stock | $11.390.736 | 1,90% | 45.266 | $1.532.784 | Turun ×6 | ||
| AMZN Amazon.com, Inc. - Common Stock | $11.208.177 | 1,87% | 47.026 | $1.330.347 | Turun ×2 | ||
| MS Morgan Stanley Common Stock | $11.086.645 | 1,85% | 53.036 | $1.365.331 | Turun ×5 | ||
| XOM Exxon Mobil Corporation Common Stock | $9.581.201 | 1,60% | 70.079 | $-2.220.009 | Naik ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $9.538.309 | 1,59% | 8.957 | $3.243.642 | Naik ×1 | ||
| IWM | $9.204.586 | 1,54% | 30.636 | $2.062.186 | Naik ×2 | ||
| EMR Emerson Electric Company Common Stock | $9.076.139 | 1,52% | 63.403 | $753.880 | Turun ×6 | ||
| CAH Cardinal Health, Inc. Common Stock | $9.056.025 | 1,51% | 38.121 | $988.421 | Turun ×6 | ||
| JNJ Johnson & Johnson Common Stock | $8.481.074 | 1,42% | 33.394 | $341.711 | Naik ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $8.259.058 | 1,38% | 19.382 | $1.361.392 | Naik ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $8.165.452 | 1,36% | 14.496 | $549.257 | Naik ×3 | ||
| DIA | $7.752.268 | 1,30% | 14.840 | $877.473 | |||
| BRKB | $7.686.491 | 1,28% | 15.361 | $253.620 | Turun ×6 | ||
| SPY SPY | $7.332.535 | 1,23% | 9.819 | $878.561 | Turun ×2 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $7.254.177 | 1,21% | 21.272 | $3.818.359 | Turun ×1 | ||
| IBM International Business Machines Corporation Common Stock | $7.080.868 | 1,18% | 25.180 | $1.048.993 | Naik ×2 | ||
| CVX Chevron Corporation Common Stock | $7.015.295 | 1,17% | 42.322 | $-1.662.505 | Naik ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $6.790.688 | 1,14% | 5.883 | $5.317.368 | Naik ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $6.698.641 | 1,12% | 17.733 | $1.214.433 | Naik ×3 | ||
| RTX RTX Corporation Common Stock | $6.679.824 | 1,12% | 35.207 | $-79.778 | Naik ×1 | ||
| LLY Eli Lilly and Company Common Stock | $6.141.082 | 1,03% | 5.120 | $1.415.304 | Turun ×2 | ||
| V Visa Inc. | $5.831.158 | 0,97% | 16.996 | $586.992 | Turun ×4 | ||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $5.379.777 | 0,90% | 42.501 | $-101.110 | Naik ×2 | ||
| BAC Bank of America Corporation Common Stock | $5.341.248 | 0,89% | 93.739 | $841.867 | Naik ×1 | ||
| BRKA | $5.241.950 | 0,88% | 7 | $214.970 | |||
| ORCL Oracle Corporation Common Stock | $5.172.922 | 0,86% | 35.298 | $-34.478 | Turun ×1 | ||
| YUM Yum! Brands, Inc. | $4.873.972 | 0,81% | 30.489 | $113.485 | Turun ×1 | ||
| PRU Prudential Financial, Inc. Common Stock | $4.462.474 | 0,75% | 41.346 | $-124.365 | Turun ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $4.385.975 | 0,73% | 37.593 | $-1.127.903 | Turun ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $4.309.376 | 0,72% | 31.827 | $-610.677 | Naik ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $3.953.455 | 0,66% | 93.374 | $-546.071 | Naik ×1 | ||
| ADI Analog Devices, Inc. - Common Stock | $3.914.508 | 0,65% | 9.856 | $762.059 | Turun ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $3.653.249 | 0,61% | 44.952 | $363.934 | Naik ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $3.542.770 | 0,59% | 36.808 | $8.708 | Naik ×6 | ||
| TFC Truist Financial Corporation Common Stock | $3.509.022 | 0,59% | 70.434 | $208.698 | Turun ×3 | ||
| AMGN Amgen Inc. - Common Stock | $3.495.544 | 0,58% | 9.653 | $143.821 | Naik ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $3.495.458 | 0,58% | 23.837 | $-1.659.750 | Turun ×6 | ||
| UPS United Parcel Service, Inc. Common Stock | $3.446.450 | 0,58% | 32.060 | $292.387 | |||
| BLK BlackRock, Inc. Common Stock | $3.405.846 | 0,57% | 3.542 | $15.818 | Naik ×1 | ||
| Penerbit tidak dikenal (CUSIP: 26614N201) | $3.122.297 | 0,52% | 23.019 | Naik ×1 | |||
| MET MetLife, Inc. Common Stock | $3.022.100 | 0,51% | 35.718 | $415.785 | Turun ×3 | ||
| WM Waste Management, Inc. Common Stock | $3.007.543 | 0,50% | 13.494 | $-69.115 | Naik ×2 | ||
| HON Honeywell International Inc. - Common Stock | $3.007.175 | 0,50% | 13.516 | $-22.079 | Naik ×2 | ||
| CRM Salesforce, Inc. Common Stock | $2.989.856 | 0,50% | 19.085 | $-618.848 | Turun ×1 | ||
| JCI Johnson Controls International plc Ordinary Share | $2.909.635 | 0,49% | 19.914 | $297.052 | Turun ×2 | ||
| SPYG | $2.841.243 | 0,47% | 23.878 | $510.202 | Naik ×1 | ||
| MAS Masco Corporation Common Stock | $2.785.783 | 0,47% | 34.236 | $691.910 | Turun ×1 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $2.777.235 | 0,46% | 30.099 | $-65.754 | Turun ×2 | ||
| LIN Linde plc - Ordinary Shares | $2.764.912 | 0,46% | 5.328 | $150.770 | Naik ×1 | ||
| LOW Lowe's Companies, Inc. Common Stock | $2.729.225 | 0,46% | 12.378 | $-189.306 | Naik ×1 | ||
| MCD McDonald's Corporation Common Stock | $2.717.697 | 0,45% | 10.054 | $-372.799 | Naik ×1 | ||
| ICE Intercontinental Exchange Inc. Common Stock | $2.681.705 | 0,45% | 21.783 | $-787.892 | Turun ×2 | ||
| AMT American Tower Corporation (REIT) Common Stock | $2.636.912 | 0,44% | 16.121 | $-147.839 | Turun ×1 | ||
| DLR Digital Realty Trust, Inc. Common Stock | $2.614.326 | 0,44% | 14.558 | $34.800 | Naik ×1 | ||
| WMT Walmart Inc. - Common Stock | $2.593.427 | 0,43% | 22.898 | $-260.539 | Turun ×4 | ||
| IVV | $2.451.117 | 0,41% | 3.273 | $313.161 | |||
| GILD Gilead Sciences, Inc. - Common Stock | $2.372.918 | 0,40% | 18.782 | $-228.005 | Naik ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $2.249.927 | 0,38% | 14.851 | $-167.292 | Turun ×2 | ||
| CVS CVS Health Corporation Common Stock | $2.143.277 | 0,36% | 20.718 | $668.525 | Naik ×1 | ||
| PFE Pfizer, Inc. Common Stock | $2.107.024 | 0,35% | 87.501 | $-357.979 | Turun ×5 | ||
| FCX Freeport-McMoRan, Inc. Common Stock | $2.092.728 | 0,35% | 33.276 | $118.190 | Turun ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $1.974.777 | 0,33% | 2.111 | $-134.665 | Turun ×1 | ||
| NKE Nike, Inc. Common Stock | $1.955.786 | 0,33% | 47.644 | $474.766 | Naik ×2 | ||
| VTV | $1.937.616 | 0,32% | 8.891 | $193.202 | |||
| COR Cencora, Inc. Common Stock | $1.904.455 | 0,32% | 6.730 | $-221.016 | Turun ×2 | ||
| TXN Texas Instruments Incorporated - Common Stock | $1.878.735 | 0,31% | 6.303 | Naik ×1 | |||
| T AT&T Inc. | $1.824.125 | 0,30% | 88.122 | $-663.855 | Naik ×2 | ||
| MDLZ Mondelez International, Inc. - Class A Common Stock | $1.752.957 | 0,29% | 30.307 | $29.233 | Naik ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $1.749.728 | 0,29% | 24.506 | $-570.083 | Naik ×1 | ||
| AGG | $1.718.095 | 0,29% | 17.358 | $-306.417 | Turun ×2 | ||
| CASY Caseys General Stores, Inc. - Common Stock | $1.712.772 | 0,29% | 2.155 | Naik ×1 | |||
| BMY Bristol-Myers Squibb Company Common Stock | $1.707.511 | 0,29% | 29.634 | $-137.947 | Turun ×5 | ||
| VTI | $1.533.816 | 0,26% | 4.145 | $204.059 | |||
| EXC Exelon Corporation - Common Stock | $1.531.327 | 0,26% | 32.847 | $-61.284 | Naik ×1 | ||
| SYY Sysco Corporation Common Stock | $1.514.888 | 0,25% | 18.125 | $250.564 | Naik ×2 | ||
| ABT Abbott Laboratories Common Stock | $1.513.725 | 0,25% | 16.682 | $-217.394 | Turun ×1 | ||
| MDT Medtronic plc. Ordinary Shares | $1.084.033 | 0,18% | 13.857 | $-152.896 | Turun ×3 | ||
| ING ING Group, N.V. Common Stock | $988.690 | 0,17% | 31.507 | $167.933 | |||
| DFIV | $854.164 | 0,14% | 15.812 | $19.607 | |||
| QQQ Invesco QQQ Trust, Series 1 | $741.555 | 0,12% | 1.007 | $160.335 | |||
| CWI | $705.462 | 0,12% | 17.346 | $70.772 | |||
| HD Home Depot, Inc. (The) Common Stock | $637.645 | 0,11% | 1.808 | $-13.557 | Turun ×1 | ||
| PFG Principal Financial Group Inc - Common Stock | $590.311 | 0,10% | 5.477 | $94.075 | Turun ×2 | ||
| IHF IHF | $553.300 | 0,09% | 10.000 | $134.800 | |||
| VEA | $548.126 | 0,09% | 7.693 | $55.159 | |||
| DFNM | $544.784 | 0,09% | 11.271 | $4.565 | |||
| VBR | $510.036 | 0,09% | 2.099 | $54.028 | |||
| MUB | $455.771 | 0,08% | 4.235 | $6.226 | |||
| SPYV | $431.609 | 0,07% | 7.100 | $29.891 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| MU | Beli lebih banyak | +2K | +$5.3M |
| CSCO | Dipangkas | -9K | +$4.3M |
| GOOGL | Beli lebih banyak | +86 | +$4.2M |
| IEMG | Beli lebih banyak | +4K | +$4.0M |
| IJH | Beli lebih banyak | +4K | +$3.9M |
| PANW | Dipangkas | -159 | +$3.8M |
| CAT | Beli lebih banyak | +72 | +$3.2M |
| IEFA | Beli lebih banyak | +7K | +$2.8M |
| IJR | Beli lebih banyak | +830 | +$2.6M |
| NVDA | Beli lebih banyak | +407 | +$2.5M |
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 |
|---|---|---|---|---|
| DD | 30 Juni 2026 | 67.257 | $3.080.371 | 3,3% |
| EOG | 31 Maret 2026 | 22.714 | $2.385.197 | 5,7% |
| COP | 30 Sep. 2025 | 22.193 | $1.991.600 | 43,2% |
| PYPL | 31 Maret 2026 | 28.540 | $1.666.165 | 37,6% |
| CMCSA | 31 Des. 2025 | 47.542 | $1.493.770 | -5,5% |
| NSC | 31 Maret 2026 | 4.821 | $1.391.919 | 21,3% |
| OMC | 30 Sep. 2025 | 18.293 | $1.315.998 | 5,9% |
| BBWI | 31 Des. 2025 | 48.287 | $1.243.873 | -3,1% |
| DOW | 30 Sep. 2025 | 35.431 | $938.213 | 43,2% |
| PGX | 30 Sep. 2025 | 65.062 | $724.140 | Tidak lagi dilacak |
| XLK | 31 Maret 2026 | 2.662 | $383.248 | Tidak lagi dilacak |
| USMV | 31 Maret 2025 | 4.101 | $364.128 | Tidak lagi dilacak |
| CHE | 30 Sep. 2025 | 650 | $316.505 | 18,9% |
| XLF | 31 Maret 2026 | 5.750 | $314.928 | Tidak lagi dilacak |
| DE | 30 Juni 2026 | 447 | $251.795 | -1,7% |
| BA | 31 Maret 2025 | 1.370 | $242.490 | 25,8% |
| TGT | 31 Maret 2025 | 1.774 | $239.809 | 55,6% |
| LGLV | 30 Juni 2026 | 1.329 | $236.695 | Tidak lagi dilacak |
| XLP | 31 Maret 2026 | 2.780 | $215.950 | Tidak lagi dilacak |
| IWL | 31 Maret 2026 | 1.222 | $208.510 | Tidak lagi dilacak |
| ED | 30 Juni 2025 | 1.880 | $207.909 | 7,6% |
| RJF | 31 Des. 2025 | 1.187 | $204.876 | 9,2% |
| BA | 30 Sep. 2025 | 975 | $204.292 | -0,6% |
| MRK | 30 Juni 2026 | 1.696 | $204.012 | 18,0% |
| WFC | 30 Juni 2026 | 2.282 | $181.670 | 2,4% |