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American State Bank (Iowa)

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2122473
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Sector Allocation

  • Technology32.7%$80.6M
  • Other31.3%$77.2M
  • Financials9.7%$23.8M
  • Industrials6.1%$15.0M
  • Healthcare5.6%$13.8M
  • Utilities3.7%$9.2M
  • Consumer Staples3.0%$7.5M
  • Consumer Discretionary2.7%$6.6M
  • Energy1.8%$4.4M
  • Communication Services1.7%$4.2M

AUM History

13fpro.ai/research/fund/american-state-bank-iowa-2122473

Conviction and streaks

Concentrating · top 10 = 40.2%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/american-state-bank-iowa-2122473

American State Bank (Iowa) 13F holdings — Q2 2026

$246.5M portfolio (+18.4% QoQ) · 139 holdings · Q2 2026 13F · top 10 are 40% of the stock portfolio

All holdings — American State Bank (Iowa) (Q2 2026)

139 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
SPY$SPYSPDR S&P 500 ETF TRUSTetf/fund$4.9M—
BAC$BACBANK OF AMERICA CORP /DE/$3.6M+2%
JNJ$JNJJOHNSON & JOHNSON$3.4M+7%
CSCO$CSCOCISCO SYSTEMS, INC.$3.4M+2%
GE$GEGENERAL ELECTRIC CO$3.2M+2%
C$CCITIGROUP INC$3.1M+2%
WM$WMWASTE MANAGEMENT INC$3.0M+3%
— ISHARES TR - CORE HIGH DV ETFetf/fund$2.9M+390%
— ISHARES TR - CORE US AGGBD ETetf/fund$2.7M-3%
WMT$WMTWalmart Inc.$2.7M+3%
AMGN$AMGNAMGEN INC$2.7M+3%
DELL$DELLDell Technologies Inc.$2.7M-0.7%
— SPDR DOW JONES INDL AVERAGE - UT SER 1etf/fund$2.6M—
JPM$JPMJPMORGAN CHASE & CO$2.6M+2%
BA$BABOEING CO$2.6M+2%

What changed in Q2 2026

Against the previous quarter's 13F: 11 new, 70 added to, 28 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.

New positions (11)

  • CRWD$CRWDCrowdStrike Holdings, Inc.$478K

    first bought this quarter

  • DIS$DISWalt Disney Co$396K

    first bought this quarter

  • LLY$LLYELI LILLY & Co$380K

    first bought this quarter

  • MCK$MCKMCKESSON CORP$300K

    first bought this quarter

  • NEM$NEMNEWMONT Corp /DE/$261K

    first bought this quarter

  • GLW$GLWCORNING INC /NY$230K

    first bought this quarter

+5 more in the Excel export

Added to (70)

  • ISHARES TR - RUS 1000 GRW ETF+249%

    now $14.3M

  • ISHARES TR - CORE HIGH DV ETF+390%

    now $2.9M

  • ISHARES TR - RUS 1000 VAL ETF+7%

    now $8.3M

  • VANGUARD INDEX FDS - GROWTH ETF+611%

    now $464K

  • MSFT$MSFTMICROSOFT CORP+6%

    now $5.7M · held 23+ qtrs, 2 adds in a row

  • SPGI$SPGIS&P Global Inc.+12%

    now $2.3M · held 23+ qtrs, 3 adds in a row

+64 more in the Excel export

Trimmed (28)

  • ISHARES TR - RUSSELL 3000 ETF-54%

    now $1.3M

  • ISHARES TR - RUS 2000 GRW ETF-53%

    now $964K

  • ISHARES TR - RUS 2000 VAL ETF-51%

    now $599K

  • CVS$CVSCVS HEALTH Corp-55%

    now $362K · held 23+ qtrs

  • APD$APDAir Products & Chemicals, Inc.-51%

    now $260K · held 23+ qtrs

  • TMO$TMOTHERMO FISHER SCIENTIFIC INC.-46%

    now $315K · held 23+ qtrs

+22 more in the Excel export

Sold out (6)

  • SNY$SNYSanofiwas $599K

    held 10 qtrs

  • CRM$CRMSalesforce, Inc.was $400K

    held 11 qtrs

  • CCZ$CCZCOMCAST CORPwas $400K

    held 11 qtrs

  • SELECT SECTOR SPDR TR - STATE STREET CONwas $275K
  • SELECT SECTOR SPDR TR - STATE STREET INDwas $225K
  • GLD$GLDSPDR GOLD TRUSTwas $203K

Holdings by quarter

Every 13F American State Bank (Iowa) has filed, 22 earlier quarters. Pick one to see what it held then.

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Is it too late to follow American State Bank (Iowa)?

Q2 2026 13F filed with the SEC on Jul 9, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of American State Bank (Iowa)'s top 20 holdings: 73/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)

Top 10 since filing

-5.1%

Value-weighted move of the 10 largest stock positions

Turnover

3%

Last quarter; 8% over the last 4

Top 10 weight

40%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

99%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2020 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

American State Bank (Iowa) disclosed 139 positions worth $246.5M in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 9.1% of the equity portfolio. During the quarter the fund opened 11 new positions and exited 6 — including a new stake in $CRWD and a full exit from $SNY. The portfolio is most concentrated in Technology (32.7% of disclosed assets). All figures are sourced directly from American State Bank (Iowa)’s Form 13F-HR filing with the SEC under CIK 2122473.

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AI-Powered Hedge Fund Analysis: American State Bank (Iowa)

13F Pro is an AI hedge fund tracker and stock research platform. For American State Bank (Iowa) (SEC CIK: 2122473), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in American State Bank (Iowa)'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.