AMES NATIONAL CORP
Sector Allocation
- Other64.6%$117.5M
- Technology17.7%$32.2M
- Financials5.5%$10.0M
- Healthcare3.2%$5.8M
- Consumer Discretionary2.9%$5.3M
- Industrials1.9%$3.4M
- Consumer Staples1.5%$2.8M
- Energy1.4%$2.6M
- Materials0.6%$1.2M
- Communication Services0.4%$801,354
AUM History
13fpro.ai/research/fund/ames-national-corp-1132651
Conviction and streaks
Stable · top 10 = 65.8%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
- iShares$46.9M
META
$13.3M- Vanguard$13.1M
- iShares$13.0M
- Vanguard$6.6M
- iShares$6.0M
MSFT
$5.9MAAPL
$5.1M- Vanguard$5.0M
- State$4.7M
- iShares$4.6M
- iShares$4.5M
- Vanguard$3.8M
- GOEPPINGER$3.4M
GOOG
$3.3M- iShares$3.1M
JNJ
$2.8MHD
$2.6MJPM
$2.4MBRK.B
$2.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/ames-national-corp-1132651
AMES NATIONAL CORP 13F holdings — Q2 2026
$181.8M portfolio (+9.1% QoQ) · 69 holdings · Q2 2026 13F · top 10 are 66% of the stock portfolio
- 1
iShares Core S&P 500 Index - CORE S&P500 ETF
$46.9M
25.8% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— $13.3M
7.3% of stocks
+5%This quarter+6.0%Since filed7+ qtrsHeld- 3
Vanguard Total Bond Market - TOTAL BND MRKT
$13.1M
7.2% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
iShares Core US Aggregate Bond - CORE US AGGBD ET
$13.0M
7.2% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
Vanguard Total International Stock - VG TL INTL STK F
$6.6M
3.7% of stocks
-0.6%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
iShares Russell Mid-Cap Index - RUS MID CAP ETF
$6.0M
3.3% of stocks
-0.3%This quarter—Since filed—HeldAIQuality—Est. buy— $5.9M
3.2% of stocks
-0.8%This quarter+7.2%Since filed7+ qtrsHeld$5.1M
2.8% of stocks
-0.8%This quarter+12.7%Since filed7+ qtrsHeld- 9
Vanguard Short-Term Inflation-Protected Securities - STRM INFPROIDX
$5.0M
2.8% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
State Street Technology Select Sector SPDR - ST STR TECHN ETF
$4.7M
2.6% of stocks
+0.1%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | iShares Core S&P 500 Index - CORE S&P500 ETF | $46.9M | 25.8% | -1% | — | — | — | — | |
| 2 | $13.3M | 7.3% | +5% | +6.0% | 7+ qtrsAdded 4 qtrs in a row | 78.0#57 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | Vanguard Total Bond Market - TOTAL BND MRKT | $13.1M | 7.2% | +6% | — | — | — | — | |
| 4 | iShares Core US Aggregate Bond - CORE US AGGBD ET | $13.0M | 7.2% | +6% | — | — | — | — | |
| 5 | Vanguard Total International Stock - VG TL INTL STK F | $6.6M | 3.7% | -0.6% | — | — | — | — | |
| 6 | iShares Russell Mid-Cap Index - RUS MID CAP ETF | $6.0M | 3.3% | -0.3% | — | — | — | — | |
| 7 | $5.9M | 3.2% | -0.8% | +7.2% | 7+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | $5.1M | 2.8% | -0.8% | +12.7% | 7+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | Vanguard Short-Term Inflation-Protected Securities - STRM INFPROIDX | $5.0M | 2.8% | +4% | — | — | — | — | |
| 10 | State Street Technology Select Sector SPDR - ST STR TECHN ETF | $4.7M | 2.6% | +0.1% | — | — | — | — |
All holdings — AMES NATIONAL CORP (Q2 2026)
69 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 | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | iShares Russell 2000 Index - RUSSELL 2000 ETFetf/fund | — | $4.6M | 2.5% | 15K | -3% | — | — | 13F |
| 12 | — | iShares Core S&P Mid-Cap - CORE S&P MCP ETFetf/fund | — | $4.5M | 2.5% | 58K | +0.1% | — | — | 13F |
| 13 | — | Vanguard Total Stock Market - TOTAL STK MKTetf/fund | — | $3.8M | 2.1% | 10K | — | — | — | 13F |
| 14 | — | GOEPPINGER ENTERPRISES INC - COM | — | $3.4M | 1.9% | 1,202 | — | — | — | 13F |
| 15 | Alphabet Inc. | Technology | $3.3M | 1.8% | 9,350 | -2% | 7+ qtrsTrimmed 3 qtrs in a row | 77.7 | 13F | |
| 16 | — | iShares Core S&P Small-Cap - CORE S&P SCP ETFetf/fund | — | $3.1M | 1.7% | 21K | +0.0% | — | — | 13F |
| 17 | JOHNSON & JOHNSON | Healthcare | $2.8M | 1.5% | 11K | -0.6% | 7+ qtrs | 69.2 | 13F | |
| 18 | HOME DEPOT, INC. | Consumer Discretionary | $2.6M | 1.4% | 7,392 | -6% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | JPMORGAN CHASE & CO | Financials | $2.4M | 1.3% | 7,255 | -2% | 7+ qtrsTrimmed 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | BERKSHIRE HATHAWAY INC | Financials | $2.4M | 1.3% | 4,704 | — | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | TRAVELERS COMPANIES, INC. | Financials | $1.7M | 0.9% | 5,187 | +614% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | CISCO SYSTEMS, INC. | Technology | $1.4M | 0.8% | 12K | -5% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | CHEVRON CORP | Energy | $1.4M | 0.8% | 8,372 | -1% | 7+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | AMES NATIONAL CORP | Financials | $1.3M | 0.7% | 47K | — | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | EXXON MOBIL CORP | Energy | $1.2M | 0.7% | 8,765 | — | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.2M | 0.7% | 4,344 | -2% | |||
| 27 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $1.2M | 0.6% | 5,203 | -8% | |||
| 28 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.1M | 0.6% | 7,550 | -14% | |||
| 29 | $UNP | UNION PACIFIC CORP | Industrials | $1.1M | 0.6% | 3,982 | -2% | |||
| 30 | $MRK | Merck & Co., Inc. | Healthcare | $1.0M | 0.6% | 7,854 | — | |||
| 31 | $CASY | CASEYS GENERAL STORES INC | Consumer Discretionary | $954K | 0.5% | 1,200 | — | |||
| 32 | $GOOGL | Alphabet Inc. | Technology | $916K | 0.5% | 2,563 | -10% | |||
| 33 | $WMT | Walmart Inc. | Consumer Staples | $882K | 0.5% | 7,791 | -2% | |||
| 34 | — | Vanguard S&P 500 - S&P 500 ETF SHS | — | $788K | 0.4% | 1,148 | — | |||
| 35 | — | Vanguard High Dividend Yield - HIGH DIV YLD | — | $625K | 0.3% | 3,955 | — | |||
| 36 | $GD | GENERAL DYNAMICS CORP | Industrials | $624K | 0.3% | 1,762 | — | |||
| 37 | $SPY | SPDR S&P 500 ETF TRUST | — | $618K | 0.3% | 828 | — | |||
| 38 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $611K | 0.3% | 1,471 | -3% | |||
| 39 | $V | VISA INC. | Financials | $555K | 0.3% | 1,619 | -22% | |||
| 40 | $PPG | PPG INDUSTRIES INC | Materials | $554K | 0.3% | 4,570 | — | |||
| 41 | $BLK | BlackRock, Inc. | Financials | $539K | 0.3% | 561 | -0.5% | |||
| 42 | $QCOM | QUALCOMM INC/DE | Technology | $498K | 0.3% | 2,695 | -21% | |||
| 43 | $BX | Blackstone Inc. | Financials | $459K | 0.3% | 3,900 | — | |||
| 44 | $KLAC | KLA CORP | Technology | $453K | 0.3% | 1,500 | +900% | |||
| 45 | $AFL | AFLAC INC | Financials | $433K | 0.2% | 3,690 | — | |||
| 46 | $RTX | RTX Corp | Industrials | $423K | 0.2% | 2,228 | — | |||
| 47 | $DE | DEERE & CO | Industrials | $414K | 0.2% | 653 | -2% | |||
| 48 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $409K | 0.2% | 1,300 | — | |||
| 49 | $CAT | CATERPILLAR INC | Industrials | $408K | 0.2% | 383 | — | |||
| 50 | $PEP | PEPSICO INC | Consumer Staples | $398K | 0.2% | 2,938 | -3% | |||
| 51 | $KO | COCA COLA CO | Consumer Staples | $374K | 0.2% | 4,597 | — | |||
| 52 | $APD | Air Products & Chemicals, Inc. | Materials | $369K | 0.2% | 1,260 | -2% | |||
| 53 | $ABBV | AbbVie Inc. | Healthcare | $369K | 0.2% | 1,465 | — | |||
| 54 | $PFE | PFIZER INC | Healthcare | $364K | 0.2% | 15K | -6% | |||
| 55 | $LNT | ALLIANT ENERGY CORP | Utilities | $319K | 0.2% | 4,185 | — | |||
| 56 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $295K | 0.2% | 6,963 | -3% | |||
| 57 | $SYY | SYSCO CORP | Consumer Discretionary | $295K | 0.2% | 3,525 | -25% | |||
| 58 | $T | AT&T INC. | Communication Services | $291K | 0.2% | 14K | — | |||
| 59 | — | Vanguard FTSE Developed Markets - VAN FTSE DEV MKT | — | $260K | 0.1% | 3,649 | — | |||
| 60 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $248K | 0.1% | 3,000 | — | |||
| 61 | $CRS | CARPENTER TECHNOLOGY CORP | Materials | $247K | 0.1% | 400 | New | |||
| 62 | — | iShares Preferred and Income Securities - PFD AND INCM SEC | — | $227K | 0.1% | 7,450 | -21% | |||
| 63 | $INTC | INTEL CORP | Technology | $223K | 0.1% | 1,600 | New | |||
| 64 | $NKE | NIKE, Inc. | Consumer Discretionary | $222K | 0.1% | 5,412 | -2% | |||
| 65 | $DIS | Walt Disney Co | Communication Services | $216K | 0.1% | 2,244 | -11% | |||
| 66 | $AMGN | AMGEN INC | Healthcare | $215K | 0.1% | 595 | — | |||
| 67 | — | Vanguard Information Technology - INF TECH ETF | — | $212K | 0.1% | 1,776 | New | |||
| 68 | $ABT | ABBOTT LABORATORIES | Healthcare | $211K | 0.1% | 2,325 | — | |||
| 69 | $SYK | STRYKER CORP | Healthcare | $209K | 0.1% | 665 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 3 new, 9 added to, 31 trimmed, 1 sold out. Share-count changes; largest moves by dollar size first.
New positions (3)
Added to (9)
$TRVTRAVELERS COMPANIES, INC.+614%
now $1.7M · held 7+ qtrs
- iShares Core US Aggregate Bond - CORE US AGGBD ET+6%
now $13.0M
- Vanguard Total Bond Market - TOTAL BND MRKT+6%
now $13.1M
now $13.3M · held 7+ qtrs, 4 adds in a row
$KLACKLA CORP+900%
now $453K · held 2 qtrs
- Vanguard Short-Term Inflation-Protected Securities - STRM INFPROIDX+4%
now $5.0M
+3 more in the Excel export
Trimmed (31)
- iShares Core S&P 500 Index - CORE S&P500 ETF-1%
now $46.9M
$PGPROCTER & GAMBLE Co-14%
now $1.1M · held 7+ qtrs, 6 trims in a row
now $2.6M · held 7+ qtrs, 2 trims in a row
$VVISA INC.-22%
now $555K · held 7+ qtrs
- iShares Russell 2000 Index - RUSSELL 2000 ETF-3%
now $4.6M
$QCOMQUALCOMM INC/DE-21%
now $498K · held 7+ qtrs
+25 more in the Excel export
Sold out (1)
$WHWKWhitehawk Therapeutics, Inc.was $1.3M
held 1 qtr
Holdings by quarter
Every 13F AMES NATIONAL CORP has filed, 6 earlier quarters. Pick one to see what it held then.
Is it too late to follow AMES NATIONAL?
Q2 2026 13F filed with the SEC on Aug 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of AMES NATIONAL's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
+3.5%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 11% over the last 4
Top 10 weight
66%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
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 2024 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
AMES NATIONAL CORP disclosed 69 positions worth $181.8M in its Form 13F-HR for Q2 2026, followed by $META. During the quarter the fund opened 3 new positions and exited 1 — including a new stake in $CRS and a full exit from $WHWK. The portfolio is most concentrated in Other (64.6% of disclosed assets). All figures are sourced directly from AMES NATIONAL CORP’s Form 13F-HR filing with the SEC under CIK 1132651.
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