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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 and exited 1; 36 existing positions rose in reported value and 15 fell.

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.

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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

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
IVV25.8% · -1%BSV7.3% · +5%BND7.2% · +6%AGG7.2% · +6%VXUS3.7% · -1%IWR3.3% · -0%MSFT3.2% · -1%AAPL2.8% · -1%VTIP2.8% · +4%XLK2.6% · +0%IWM2.5% · -3%IJH2.5% · +0%VTI2.1% · 0%GOEPPINGER ENTERPRISES1.9% · 0%GOOG1.8% · -2%IJR1.7% · 0%JNJ1.5% · -1%HD1.4% · -6%JPM1.3% · -2%BRK.B1.3% · 0%TRV0.9% · +614%CSCO0.8% · -5%CVX0.8% · -1%ATLO0.7% · 0%XOM0.7% · 0%MCD0.6% · -2%ADP0.6% · -8%PG0.6% · -14%UNP0.6% · -2%MRK0.6% · 0%CASY0.5% · 0%GOOGL0.5% · -10%WMT0.5% · -2%VOO0.4% · 0%VYM0.3% · 0%GD0.3% · 0%SPY0.3% · 0%UNH0.3% · -3%V0.3% · -22%PPG0.3% · 0%BLK0.3% · -0%QCOM0.3% · -21%BX0.3% · 0%KLAC0.2% · +900%AFL0.2% · 0%RTX0.2% · 0%DE0.2% · -2%NSC0.2% · 0%CAT0.2% · 0%PEP0.2% · -3%KO0.2% · 0%APD0.2% · -2%ABBV0.2% · 0%PFE0.2% · -6%LNT0.2% · 0%VZ0.2% · -3%SYY0.2% · -25%T0.2% · 0%VEA0.1% · 0%WFC0.1% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 65.8%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

Name Title / Status Ownership Type

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 36 →

Top Trims

Show all 15 →

New Positions

Show all 3 →

Exited Positions

Show all 1 →

AMES NATIONAL CORP Holdings (2026-06-30)

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
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