AMES NATIONAL CORP
CIK: 0001132651SEC EDGAR →
Portfolio Value
$170.8M
Holdings
66
As of
Q4 2025
New Positions
4
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | iShares Core S&P 500 Index | 62,254 | $42.6M | 24.96% |
| 2 | Vanguard Short-Term Bond | 150,086 | $11.8M | 6.92% |
| 3 | Vanguard Total Bond Market | 154,369 | $11.4M | 6.69% |
| 4 | iShares Core US Aggregate Bond | 113,858 | $11.4M | 6.66% |
| 5 | Microsoft | 15,783 | $7.6M | 4.47% |
| 6 | Vanguard Total International Stock | 78,640 | $5.9M | 3.47% |
| 7 | iShares Russell Mid-Cap Index | 55,062 | $5.3M | 3.10% |
| 8 | Apple | 17,681 | $4.8M | 2.81% |
| 9 | Vanguard Short-Term Inflation-Protected Securities | 90,564 | $4.5M | 2.62% |
| 10 | iShares Russell 2000 Index | 16,122 | $4.0M | 2.32% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 28 | $122.3M | 71.6% |
| Technology | 4 | $14.0M | 8.2% |
| Unknown | 2 | $5.8M | 3.4% |
| Communication Services | 4 | $5.3M | 3.1% |
| Consumer Cyclical | 4 | $5.2M | 3.0% |
| Industrials | 7 | $5.0M | 2.9% |
| Healthcare | 6 | $4.9M | 2.9% |
| Consumer Defensive | 5 | $3.4M | 2.0% |
| Energy | 3 | $2.8M | 1.6% |
| Utilities | 1 | $1.5M | 0.9% |
| Basic Materials | 2 | $785K | 0.5% |