Iowa State Bank
13F Reported Value
ⓘ$543.4M
Holdings
117
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Iowa State Bank disclosed 117 positions worth $543.4M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 4 new positions and exited 7 — including a new stake in $KO and a full exit from $EOG. The portfolio is most concentrated in Other (29.1% of disclosed assets). All figures are sourced directly from Iowa State Bank’s Form 13F-HR filing with the SEC under CIK 1546967.
AI Fund Analysis
Stable
$JPM
$DIS
$PLTR
$ADISector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
State Street SPDR Portfolio High Yield ETF
—Quality
$32.5M1,392,819 shiShares Core MSCI EAFE ETF
—Quality
$31.3M345,430 shiShares Core S&P Mid-Cap 400 Index ETF
—Quality
$25.7M380,367 shiShares Core MSCI Emerging Mkts ETF
—Quality
$19.4M277,958 sh- 35.6
Quality
$19.3M65,546 sh - 76.1
Quality
$19.3M75,930 sh - 80.2
Quality
$17.3M60,066 sh - 90.2
Quality
$16.2M93,037 sh - 83.7
Quality
$14.9M40,250 sh iShares Core S&P Small-Cap 600 ETF
—Quality
$12.6M101,538 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| State Street SPDR Portfolio High Yield ETF | — | $32.5M | 1,392,819 |
| iShares Core MSCI EAFE ETF | — | $31.3M | 345,430 |
| iShares Core S&P Mid-Cap 400 Index ETF | — | $25.7M | 380,367 |
| iShares Core MSCI Emerging Mkts ETF | — | $19.4M | 277,958 |
| JPMORGAN CHASE & CO$JPM | 35.6 | $19.3M | 65,546 |
 Apple Inc.$AAPL | 76.1 | $19.3M | 75,930 |
 Alphabet Inc.$GOOG | 80.2 | $17.3M | 60,066 |
 NVIDIA CORP$NVDA | 90.2 | $16.2M | 93,037 |
 MICROSOFT CORP$MSFT | 83.7 | $14.9M | 40,250 |
| iShares Core S&P Small-Cap 600 ETF | — | $12.6M | 101,538 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Iowa State Bank's 117 positions.
Showing top 10 of 117 holdings.
Sector Allocation
Other
$158.1M
Technology
$122.0M
Financials
$74.7M
Healthcare
$37.7M
Industrials
$37.2M
Consumer Discretionary
$31.4M
Consumer Staples
$25.5M
Energy
$20.5M
Full Holdings — Iowa State Bank (Q1 2026)
All 117 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | State Street SPDR Portfolio High Yield ETF | $32.5M | 6.0% | +133% | — |
| 2 | — | iShares Core MSCI EAFE ETF | $31.3M | 5.8% | +7% | — |
| 3 | — | iShares Core S&P Mid-Cap 400 Index ETF | $25.7M | 4.7% | -1% | — |
| 4 | — | iShares Core MSCI Emerging Mkts ETF | $19.4M | 3.6% | +30% | — |
| 5 | $JPM | JPMORGAN CHASE & CO | $19.3M | 3.5% | +3% | 35.6 |
| 6 | $AAPL | Apple Inc. | $19.3M | 3.5% | -3% | 76.1 |
| 7 | $GOOG | Alphabet Inc. | $17.3M | 3.2% | -5% | 80.2 |
| 8 | $NVDA | NVIDIA CORP | $16.2M | 3.0% | +5% | 90.2 |
| 9 | $MSFT | MICROSOFT CORP | $14.9M | 2.7% | +0% | 83.7 |
| 10 | — | iShares Core S&P Small-Cap 600 ETF | $12.6M | 2.3% | -36% | — |
| 11 |  $XOM | EXXON MOBIL CORP | $11.8M | 2.2% | +8% | 61.8 |
| 12 |  $CSCO | CISCO SYSTEMS, INC. | $10.3M | 1.9% | +2% | 72.3 |
| 13 |  $AMZN | AMAZON COM INC | $9.9M | 1.8% | -2% | 74.6 |
| 14 |  $ABBV | AbbVie Inc. | $9.9M | 1.8% | -10% | 59.3 |
| 15 |  $MS | MORGAN STANLEY | $9.7M | 1.8% | -1% | — |
| 16 |  $CVX | CHEVRON CORP | $8.7M | 1.6% | +6% | 54.7 |
| 17 |  $EMR | EMERSON ELECTRIC CO | $8.3M | 1.5% | -1% | 65.9 |
| 18 |  $JNJ | JOHNSON & JOHNSON | $8.1M | 1.5% | -10% | 72.8 |
| 19 |  $CAH | CARDINAL HEALTH INC | $8.1M | 1.5% | -19% | 58.6 |
| 20 |  $META | Meta Platforms, Inc. | $7.6M | 1.4% | +15% | 80.9 |
| 21 |  $BRK.B | BERKSHIRE HATHAWAY INC | $7.4M | 1.4% | -6% | 64.5 |
| 22 | — | iShares Russell 2000 Index ETF | $7.1M | 1.3% | +832% | — |
| 23 |  $ETN | Eaton Corp plc | $6.9M | 1.3% | -0% | — |
| 24 | — | State Street SPDR Dow Jones Indl Average | $6.9M | 1.3% | +0% | — |
| 25 |  $RTX | RTX Corp | $6.8M | 1.2% | -1% | 70 |
| 26 |  $SPY | SPDR S&P 500 ETF TRUST | $6.5M | 1.2% | -5% | — |
| 27 |  $CAT | CATERPILLAR INC | $6.3M | 1.2% | -2% | 67.8 |
| 28 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $6.0M | 1.1% | +9% | 66.7 |
| 29 | $PLTR | Palantir Technologies Inc. | $5.5M | 1.0% | +20% | 85.8 |
| 30 |  $AVGO | Broadcom Inc. | $5.5M | 1.0% | +7% | 86.4 |
| 31 |  $DUK | Duke Energy CORP | $5.5M | 1.0% | +4% | 64 |
| 32 |  $V | VISA INC. | $5.2M | 1.0% | -3% | 83.5 |
| 33 |  $ORCL | ORACLE CORP | $5.2M | 1.0% | +12% | 67.2 |
| 34 |  $PG | PROCTER & GAMBLE Co | $5.2M | 0.9% | -6% | 72.9 |
| 35 |  $BRK.A | BERKSHIRE HATHAWAY INC | $5.0M | 0.9% | +0% | 64.5 |
| 36 |  $PEP | PEPSICO INC | $4.9M | 0.9% | -0% | 62.7 |
| 37 |  $YUM | YUM BRANDS INC | $4.8M | 0.9% | +0% | 71.7 |
| 38 |  $LLY | ELI LILLY & Co | $4.7M | 0.9% | -9% | 89.3 |
| 39 |  $PFH | PRUDENTIAL FINANCIAL INC | $4.6M | 0.8% | +4% | 58.6 |
| 40 |  $BAC | BANK OF AMERICA CORP /DE/ | $4.5M | 0.8% | -2% | 68.4 |
| 41 |  $VZ | VERIZON COMMUNICATIONS INC | $4.5M | 0.8% | -6% | 71.6 |
| 42 |  $CRM | Salesforce, Inc. | $3.6M | 0.7% | +6% | 75.2 |
| 43 | $DIS | Walt Disney Co | $3.5M | 0.7% | +1% | 68.9 |
| 44 |  $ICE | Intercontinental Exchange, Inc. | $3.5M | 0.6% | -0% | 73.8 |
| 45 |  $PANW | Palo Alto Networks Inc | $3.4M | 0.6% | +3% | 66.5 |
| 46 |  $BLK | BlackRock, Inc. | $3.4M | 0.6% | -2% | 70.3 |
| 47 |  $AMGN | AMGEN INC | $3.4M | 0.6% | -1% | 79.5 |
| 48 |  $TFC | TRUIST FINANCIAL CORP | $3.3M | 0.6% | -18% | — |
| 49 |  $KO | COCA COLA CO | $3.3M | 0.6% | NEW | 74 |
| 50 |  $UPS | UNITED PARCEL SERVICE INC | $3.2M | 0.6% | -0% | 58.2 |
| 51 | $ADI | ANALOG DEVICES INC | $3.2M | 0.6% | +1% | 76.2 |
| 52 |  $MCD | MCDONALDS CORP | $3.1M | 0.6% | -2% | 73.9 |
| 53 |  $DD | DuPont de Nemours, Inc. | $3.1M | 0.6% | +164% | 31.1 |
| 54 |  $WM | WASTE MANAGEMENT INC | $3.1M | 0.6% | +0% | 70.7 |
| 55 |  $HON | HONEYWELL INTERNATIONAL INC | $3.0M | 0.6% | +1% | 65.7 |
| 56 |  $LOW | LOWES COMPANIES INC | $2.9M | 0.5% | -4% | 63.5 |
| 57 |  $WMT | Walmart Inc. | $2.9M | 0.5% | -7% | 63.2 |
| 58 |  $SCHW | SCHWAB CHARLES CORP | $2.8M | 0.5% | -0% | 77.2 |
| 59 |  $AMT | AMERICAN TOWER CORP /MA/ | $2.8M | 0.5% | +12% | 69.8 |
| 60 |  $LIN | LINDE PLC | $2.6M | 0.5% | -3% | — |
| 61 |  $JCI | Johnson Controls International plc | $2.6M | 0.5% | -0% | — |
| 62 |  $MET | METLIFE INC | $2.6M | 0.5% | -21% | 73.9 |
| 63 |  $GILD | GILEAD SCIENCES, INC. | $2.6M | 0.5% | -18% | 77.8 |
| 64 |  $DLR | DIGITAL REALTY TRUST, INC. | $2.6M | 0.5% | -0% | 70.2 |
| 65 |  $T | AT&T INC. | $2.5M | 0.5% | +3% | 71.9 |
| 66 |  $PFE | PFIZER INC | $2.5M | 0.5% | -2% | 69 |
| 67 |  $TJX | TJX COMPANIES INC /DE/ | $2.4M | 0.4% | -2% | 70.7 |
| 68 | — | State Street SPDR S&P 500 Growth ETF | $2.3M | 0.4% | -7% | — |
| 69 |  $NFLX | NETFLIX INC | $2.3M | 0.4% | NEW | 86.7 |
| 70 | — | iShares Core S&P 500 ETF | $2.1M | 0.4% | +2% | — |
| 71 |  $COR | Cencora, Inc. | $2.1M | 0.4% | -1% | 59.6 |
| 72 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.1M | 0.4% | +1% | 67 |
| 73 |  $MAS | MASCO CORP /DE/ | $2.1M | 0.4% | +1% | 59.9 |
| 74 | — | iShares Core U.S. Agg Bond ETF | $2.0M | 0.4% | -19% | — |
| 75 |  $FCX | FREEPORT-MCMORAN INC | $2.0M | 0.4% | -32% | 73.1 |
| 76 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.8M | 0.3% | -35% | 70.1 |
| 77 | — | Vanguard Value Index Fund ETF | $1.7M | 0.3% | +0% | — |
| 78 |  $ABT | ABBOTT LABORATORIES | $1.7M | 0.3% | +21% | 67 |
| 79 |  $MDLZ | Mondelez International, Inc. | $1.7M | 0.3% | -6% | 53.9 |
| 80 |  $EXC | EXELON CORP | $1.6M | 0.3% | -1% | 63.9 |
| 81 |  $NKE | NIKE, Inc. | $1.5M | 0.3% | +6% | 53.4 |
| 82 |  $CVS | CVS HEALTH Corp | $1.5M | 0.3% | -3% | 51.3 |
| 83 |  $MU | MICRON TECHNOLOGY INC | $1.5M | 0.3% | NEW | 88.4 |
| 84 | — | Vanguard Total Stock Market | $1.3M | 0.2% | +2% | — |
| 85 |  $SYY | SYSCO CORP | $1.3M | 0.2% | +1% | 58.4 |
| 86 |  $MDT | Medtronic plc | $1.2M | 0.2% | -21% | — |
| 87 | — | Dimensional International Value Fund ETF | $834,557 | 0.1% | +0% | — |
| 88 |  $ING | ING GROEP NV | $820,757 | 0.1% | -0% | — |
| 89 |  $HD | HOME DEPOT, INC. | $651,202 | 0.1% | +0% | 69.2 |
| 90 |  $STT | STATE STREET CORP | $634,690 | 0.1% | -1% | 61.5 |
| 91 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $581,220 | 0.1% | -1% | — |
| 92 | — | Dimensional National ETF | $540,219 | 0.1% | +0% | — |
| 93 |  $WFC | WELLS FARGO & COMPANY/MN | $500,110 | 0.1% | +0% | — |
| 94 |  $PFG | PRINCIPAL FINANCIAL GROUP INC | $496,236 | 0.1% | -4% | 50.6 |
| 95 | — | Vanguard FTSE Dev Mkt ETF | $492,967 | 0.1% | +2% | — |
| 96 | — | Vanguard Small-Cap Value ETF | $456,008 | 0.1% | -17% | — |
| 97 | — | iShares National Muni Bond ETF | $449,545 | 0.1% | +3% | — |
| 98 | — | iShares Dow Jones US Health Care Prov Index | $418,500 | 0.1% | +0% | — |
| 99 | — | State Street SPDR Portfolio S&P 500 Value ETF | $401,718 | 0.1% | +0% | — |
| 100 |  $DE | DEERE & CO | $361,639 | 0.1% | +12% | 57.4 |
| 101 | — | iShares US ETF Tr Blackrock Short | $334,711 | 0.1% | +0% | — |
| 102 | — | Vanguard Intermediate-Term Treas Fd ETF | $313,888 | 0.1% | +0% | — |
| 103 | — | State Street Health Care Select Sec SPDR ETF | $293,220 | 0.1% | +0% | — |
| 104 | — | iShares Russell 1000 ETF | $285,248 | 0.1% | +0% | — |
| 105 | — | Vanguard Real Estate ETF | $281,002 | 0.1% | +4% | — |
| 106 | — | State Street Energy Select Sector SPDR ETF | $280,816 | 0.1% | -33% | — |
| 107 |  $AFL | AFLAC INC | $276,798 | 0.1% | +0% | 60.3 |
| 108 | — | Vanguard Dividend Appreciation ETF | $253,556 | 0.1% | +0% | — |
| 109 |  $RY | ROYAL BANK OF CANADA | $251,244 | 0.1% | +0% | — |
| 110 |  $HSY | HERSHEY CO | $250,092 | 0.1% | -6% | 59.4 |
| 111 | — | State St SPDR US Low Volatility Index ETF | $236,695 | 0.0% | -11% | — |
| 112 |  $QCOM | QUALCOMM INC/DE | $227,683 | 0.0% | -38% | 81.9 |
| 113 |  $IVZ | Invesco Ltd. | $225,768 | 0.0% | +0% | — |
| 114 |  $ED | CONSOLIDATED EDISON INC | $212,778 | 0.0% | NEW | 71.6 |
| 115 |  $MRK | Merck & Co., Inc. | $204,012 | 0.0% | -40% | 70.9 |
| 116 |  $BDJ | BlackRock Enhanced Equity Dividend Trust | $126,680 | 0.0% | +0% | — |
| 117 |  $CATX | Perspective Therapeutics, Inc. | $79,484 | 0.0% | +0% | — |
New Positions (4)
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