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AMES NATIONAL CORP — 13F Holdings & Portfolio

CIK 1132651 · latest 13F-HR filed 2026-08-13

Backtest portfolio

AMES NATIONAL CORP manages $181.8M in 13F-reported U.S. long-equity assets across 124 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (17.91%), IVV (7.91%), BSV (5.84%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 1, added to 36, and trimmed 15.

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.

Filer Information
Address
PO BOX 846
AMES, IA 50010
Phone
(515) 232-6251
Filing Manager
AMES NATIONAL CORP
AMES, IA
Signatory
John P. Nelson
President/CEO
Loading holdings…
AUM

$181.8M

Long-equity book

Holdings

124

Distinct positions

Period

2026-06-30

Filed 2026-08-13

Q/Q Activity

+3 / −1 / ↑36 / ↓15

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • iShares Core S&P 500 Index$5.4M +13.0%
  • Travelers Companies$1.5M +708.6%
  • State Street Technology Select Sector SPDR$1.4M +43.5%
  • iShares Core US Aggregate Bond$702.5K +5.7%
  • iShares Russell Mid-Cap Index$690.5K +13.1%
Show all 36 →

Top Trims

  • Chevron-$375.2K -21.3%
  • Exxon Mobil-$292.6K -19.6%
  • McDonald's-$210.3K -15.2%
  • Procter & Gamble-$159.8K -12.6%
  • AT&T-$116.5K -28.6%
Show all 15 →

New Positions

  • Carpenter Technology Corp$246.7K
  • Intel$223.4K
  • Vanguard Information Technology$212.3K
Show all 3 →

Exited Positions

  • Travelers Companies$1.3M
Show all 1 →
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 $32.6M 17.91% 43,475 SH
2 iShares Core S&P 500 Index IVV 464287200 $14.4M 7.91% 19,198 SH
3 Vanguard Short-Term Bond BSV 921937827 $10.6M 5.84% 136,189 SH
4 Vanguard Total Bond Market BND 921937835 $10.5M 5.77% 142,854 SH
5 iShares Core US Aggregate Bond AGG 464287226 $10.3M 5.68% 104,220 SH
6 State Street Technology Select Sector SPDR XLK 81369Y803 $4.7M 2.57% 24,490 SH
7 Microsoft MSFT 594918104 $4.1M 2.26% 11,006 SH
8 Vanguard Total International Stock VXUS 921909768 $4.0M 2.23% 47,370 SH
9 iShares Russell Mid-Cap Index IWR 464287499 $4.0M 2.22% 36,608 SH
10 Vanguard Short-Term Inflation-Protected Securities VTIP 922020805 $3.9M 2.14% 77,408 SH
11 Vanguard Total Stock Market VTI 922908769 $3.7M 2.06% 10,100 SH
12 GOEPPINGER ENTERPRISES INC — GEI001202 $3.4M 1.88% 1,202 SH
13 Apple AAPL 037833100 $3.1M 1.72% 10,834 SH
14 iShares Core S&P Mid-Cap IJH 464287507 $2.9M 1.61% 38,043 SH
15 iShares Russell 2000 Index IWM 464287655 $2.8M 1.56% 9,423 SH
16 Vanguard Short-Term Bond BSV 921937827 $2.7M 1.48% 34,642 SH
17 iShares Core US Aggregate Bond AGG 464287226 $2.7M 1.47% 27,083 SH
18 Vanguard Total Bond Market BND 921937835 $2.6M 1.45% 35,794 SH
19 Vanguard Total International Stock VXUS 921909768 $2.6M 1.43% 30,350 SH
20 Johnson & Johnson JNJ 478160104 $2.2M 1.23% 8,778 SH
21 iShares Core S&P Small-Cap IJR 464287804 $2.0M 1.12% 13,718 SH
22 Apple AAPL 037833100 $1.9M 1.07% 6,705 SH
23 iShares Russell Mid-Cap Index IWR 464287499 $1.9M 1.06% 17,519 SH
24 Alphabet C GOOG 02079K107 $1.9M 1.05% 5,380 SH
25 Home Depot HD 437076102 $1.9M 1.02% 5,282 SH
26 Berkshire Hathaway B BRK.B 084670702 $1.8M 1.01% 3,654 SH
27 iShares Russell 2000 Index IWM 464287655 $1.8M 0.99% 5,987 SH
28 Microsoft MSFT 594918104 $1.8M 0.97% 4,730 SH
29 iShares Core S&P Mid-Cap IJH 464287507 $1.5M 0.84% 19,848 SH
30 Travelers Companies TRV 89417E109 $1.5M 0.81% 4,461 SH
31 Alphabet C GOOG 02079K107 $1.4M 0.77% 3,970 SH
32 JPMorgan Chase JPM 46625H100 $1.3M 0.69% 3,836 SH
33 Cisco Systems CSCO 17275R102 $1.1M 0.63% 9,782 SH
34 Vanguard Short-Term Inflation-Protected Securities VTIP 922020805 $1.1M 0.62% 22,595 SH
35 Ames National ATLO 031001100 $1.1M 0.62% 39,469 SH
36 JPMorgan Chase JPM 46625H100 $1.1M 0.62% 3,419 SH
37 iShares Core S&P Small-Cap IJR 464287804 $1.1M 0.61% 7,433 SH
38 Union Pacific UNP 907818108 $1.0M 0.56% 3,742 SH
39 Casey's General Stores CASY 147528103 $953.7K 0.52% 1,200 SH
40 Automatic Data Processing ADP 053015103 $935.4K 0.51% 4,177 SH
41 Alphabet A GOOGL 02079K305 $821.2K 0.45% 2,298 SH
42 Merck MRK 58933Y105 $811.1K 0.45% 6,312 SH
43 Home Depot HD 437076102 $744.3K 0.41% 2,110 SH
44 Chevron CVX 166764100 $738.8K 0.41% 4,457 SH
45 Procter & Gamble PG 742718109 $651.7K 0.36% 4,444 SH
46 Exxon Mobil XOM 30231G102 $649.3K 0.36% 4,749 SH
47 Chevron CVX 166764100 $649.0K 0.36% 3,915 SH
48 McDonald's MCD 580135101 $631.4K 0.35% 2,336 SH
49 General Dynamics GD 369550108 $624.2K 0.34% 1,762 SH
50 State Street SPDR S&P 500 SPY 78462F103 $618.3K 0.34% 828 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $181.8M 124 0001437749-26-027735
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