AMES NATIONAL CORP — 13F Holdings & Portfolio

CIK 1132651 · latest 13F-HR filed 2026-05-12

AMES NATIONAL CORP manages $166.6M in 13F-reported U.S. long-equity assets across 120 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IVV (17.26%), IVV (7.66%), BSV (6.00%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 4 new positions, exited 3, added to 18, and trimmed 28.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$166.6M

Long-equity book

Holdings

120

Distinct positions

Period

2026-03-31

Filed 2026-05-12

Q/Q Activity

+4 / −3 / ↑18 / ↓28

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Vanguard Total Bond Market$1.0M +9.0%
  • Vanguard Short-Term Bond$958.0K +8.1%
  • iShares Core US Aggregate Bond$921.8K +8.1%
  • Exxon Mobil$436.0K +41.3%
  • Chevron$401.6K +29.5%
Show all 18

Top Trims

  • Microsoft-$1.8M -23.2%
  • Travelers Companies-$1.5M -87.9%
  • Alliant Energy-$1.2M -79.4%
  • Wells Fargo & Co-$793.6K -77.4%
  • AT&T-$629.7K -60.7%
Show all 28

New Positions

  • Travelers Companies$1.3M
  • KLA Corporation$220.9K
  • Stryker$218.2K
  • Amgen$209.1K
Show all 4

Exited Positions

  • ConocoPhillips$354.5K
  • DNP Select Income$179.8K
  • Capital One Financial Corp$156.8K
Show all 3
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 iShares Core S&P 500 Index IVV 464287200 $28.8M 17.26% 44,030 SH
2 iShares Core S&P 500 Index IVV 464287200 $12.8M 7.66% 19,543 SH
3 Vanguard Short-Term Bond BSV 921937827 $10.0M 6.00% 127,430 SH
4 Vanguard Total Bond Market BND 921937835 $9.8M 5.88% 133,090 SH
5 iShares Core US Aggregate Bond AGG 464287226 $9.5M 5.72% 95,950 SH
6 Microsoft MSFT 594918104 $4.1M 2.45% 11,026 SH
7 Vanguard Total International Stock VXUS 921909768 $3.7M 2.21% 47,700 SH
8 Vanguard Short-Term Inflation-Protected Securities VTIP 922020805 $3.6M 2.19% 72,934 SH
9 iShares Russell Mid-Cap Index IWR 464287499 $3.6M 2.15% 36,793 SH
10 Goeppinger Enterprises Inc GEI001202 $3.4M 2.05% 1,202 SH
11 State Street Technology Select Sector SPDR XLK 81369Y803 $3.3M 1.95% 24,490 SH
12 Vanguard Total Stock Market VTI 922908769 $3.2M 1.94% 10,100 SH
13 Vanguard Short-Term Bond BSV 921937827 $2.8M 1.68% 35,642 SH
14 iShares Core US Aggregate Bond AGG 464287226 $2.8M 1.66% 27,893 SH
15 Apple AAPL 037833100 $2.7M 1.65% 10,834 SH
16 Vanguard Total Bond Market BND 921937835 $2.7M 1.60% 36,144 SH
17 iShares Core S&P Mid-Cap IJH 464287507 $2.6M 1.53% 37,828 SH
18 iShares Russell 2000 Index IWM 464287655 $2.4M 1.41% 9,488 SH
19 Vanguard Total International Stock VXUS 921909768 $2.3M 1.41% 30,470 SH
20 Johnson & Johnson JNJ 478160104 $2.2M 1.29% 8,820 SH
21 Home Depot HD 437076102 $1.9M 1.14% 5,758 SH
22 Microsoft MSFT 594918104 $1.8M 1.07% 4,830 SH
23 Apple AAPL 037833100 $1.7M 1.04% 6,847 SH
24 Berkshire Hathaway B BRK.B 084670702 $1.7M 1.04% 3,654 SH
25 iShares Russell Mid-Cap Index IWR 464287499 $1.7M 1.02% 17,519 SH
26 iShares Core S&P Small-Cap IJR 464287804 $1.7M 1.02% 13,653 SH
27 iShares Russell 2000 Index IWM 464287655 $1.6M 0.96% 6,432 SH
28 Alphabet C GOOG 02079K107 $1.5M 0.93% 5,380 SH
29 iShares Core S&P Mid-Cap IJH 464287507 $1.3M 0.81% 19,988 SH
30 Travelers Companies WHWK 00032Q104 $1.3M 0.80% 4,571 SH
31 Alphabet C GOOG 02079K107 $1.2M 0.72% 4,165 SH
32 Vanguard Short-Term Inflation-Protected Securities VTIP 922020805 $1.2M 0.70% 23,310 SH
33 JPMorgan Chase JPM 46625H100 $1.2M 0.70% 3,986 SH
34 Ames National ATLO 031001100 $1.1M 0.67% 39,469 SH
35 JPMorgan Chase JPM 46625H100 $1.0M 0.60% 3,419 SH
36 Chevron CVX 166764100 $952.9K 0.57% 4,577 SH
37 Automatic Data Processing ADP 053015103 $935.0K 0.56% 4,602 SH
38 iShares Core S&P Small-Cap IJR 464287804 $931.5K 0.56% 7,493 SH
39 Union Pacific UNP 907818108 $924.3K 0.55% 3,842 SH
40 Casey's General Stores CASY 147528103 $873.4K 0.52% 1,200 SH
41 Chevron CVX 166764100 $810.0K 0.49% 3,915 SH
42 Cisco Systems CSCO 17275R102 $807.7K 0.48% 10,407 SH
43 Exxon Mobil XOM 30231G102 $805.7K 0.48% 4,749 SH
44 Procter & Gamble PG 742718109 $790.2K 0.47% 5,471 SH
45 McDonald's MCD 580135101 $760.2K 0.46% 2,446 SH
46 Merck MRK 58933Y105 $758.5K 0.46% 6,312 SH
47 Alphabet A GOOGL 02079K305 $747.1K 0.45% 2,598 SH
48 Home Depot HD 437076102 $686.8K 0.41% 2,110 SH
49 Exxon Mobil XOM 30231G102 $685.2K 0.41% 4,016 SH
50 McDonald's MCD 580135101 $624.4K 0.37% 2,009 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-12 $166.6M 120 0001437749-26-016350
2025-12-31 2026-02-13 $170.8M 124 0001437749-26-004091
2025-09-30 2025-11-12 $168.4M 128 0001437749-25-034414