Iowa State Bank
Sector Allocation
- Other29.8%$176.3M
- Technology27.6%$163.4M
- Financials13.0%$76.9M
- Healthcare7.0%$41.3M
- Industrials6.7%$39.9M
- Consumer Discretionary5.3%$31.7M
- Consumer Staples4.5%$26.4M
- Materials1.8%$10.4M
- Energy1.5%$8.8M
- Communication Services1.4%$8.5M
AUM History
13fpro.ai/research/fund/iowa-state-bank-1546967
Conviction and streaks
Concentrating · top 10 = 41.4%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 — Q3 2026
- iShares$35.4M
- State$34.7M
AAPL
$28.5M- iShares$28.2M
- iShares$23.2M
MSFT
$22.3MNVDA
$21.5MJPM
$19.4MGOOGL
$18.1M- iShares$14.0M
CSCO
$13.2MABBV
$11.5MAMZN
$11.3MMS
$10.0MEMR
$9.6MMETA
$9.0MCVX
$8.8M- iShares$8.8M
PANW
$8.4MCAH
$8.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/iowa-state-bank-1546967
Iowa State Bank 13F holdings — Q3 2026
$591.7M portfolio (-1.1% QoQ) · 116 holdings · Q3 2026 13F · top 10 are 41% of the stock portfolio
- 1
iShares Core MSCI EAFE ETF - Com
$35.4M
6.0% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
State Street SPDR Portfolio High Yield ETF - Com
$34.7M
5.9% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— $28.5M
4.8% of stocks
+14%This quarter+3.1%Since filed11+ qtrsHeld- 4
iShares Core S&P Mid Cap 400 Index ETF - Com
$28.2M
4.8% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
iShares Core MSCI Emerging Mkts ETF - Com
$23.2M
3.9% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— $22.3M
3.8% of stocks
+8%This quarter+0.6%Since filed11+ qtrsHeld$21.5M
3.6% of stocks
+0.6%This quarter-9.7%Since filed11+ qtrsHeld$19.4M
3.3% of stocks
-5%This quarter+0.8%Since filed11+ qtrsHeldAIQuality71.9#171Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$18.1M
3.1% of stocks
-12%This quarter-8.8%Since filed11+ qtrsHeld- 10
iShares Core S&P Small Cap 600 ETF - Com
$14.0M
2.4% of stocks
+0.2%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | iShares Core MSCI EAFE ETF - Com | $35.4M | 6.0% | +4% | — | — | — | — | |
| 2 | State Street SPDR Portfolio High Yield ETF - Com | $34.7M | 5.9% | +7% | — | — | — | — | |
| 3 | $28.5M | 4.8% | +14% | +3.1% | 11+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | iShares Core S&P Mid Cap 400 Index ETF - Com | $28.2M | 4.8% | +2% | — | — | — | — | |
| 5 | iShares Core MSCI Emerging Mkts ETF - Com | $23.2M | 3.9% | +1% | — | — | — | — | |
| 6 | $22.3M | 3.8% | +8% | +0.6% | 11+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | $21.5M | 3.6% | +0.6% | -9.7% | 11+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | $19.4M | 3.3% | -5% | +0.8% | 11+ qtrsTrimmed 2 qtrs in a row | 71.9#171 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $18.1M | 3.1% | -12% | -8.8% | 11+ qtrs | 77.7#61 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | iShares Core S&P Small Cap 600 ETF - Com | $14.0M | 2.4% | +0.2% | — | — | — | — |
All holdings — Iowa State Bank (Q3 2026)
116 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 | CISCO SYSTEMS, INC. | Technology | $13.2M | 2.2% | 123K | -1% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | AbbVie Inc. | Healthcare | $11.5M | 1.9% | 44K | -3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | AMAZON COM INC | Consumer Discretionary | $11.3M | 1.9% | 45K | -4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | MORGAN STANLEY | Financials | $10.0M | 1.7% | 53K | +0.7% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | EMERSON ELECTRIC CO | Industrials | $9.6M | 1.6% | 62K | -2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Meta Platforms, Inc. | Technology | $9.0M | 1.5% | 12K | -15% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | CHEVRON CORP | Energy | $8.8M | 1.5% | 43K | +2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | iShares Russell 2000 Index ETF - Cometf/fund | — | $8.8M | 1.5% | 32K | +3% | — | — | 13F |
| 19 | Palo Alto Networks Inc | Technology | $8.4M | 1.4% | 21K | -0.2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | CARDINAL HEALTH INC | Consumer Staples | $8.4M | 1.4% | 38K | -1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | JOHNSON & JOHNSON | Healthcare | $8.3M | 1.4% | 31K | -6% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Eaton Corp plc | Industrials | $8.1M | 1.4% | 19K | -2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | State Street SPDR Dow Jones Indl Average - Cometf/fund | — | $7.5M | 1.3% | 15K | — | — | — | 13F |
| 24 | BERKSHIRE HATHAWAY INC | Financials | $7.4M | 1.3% | 15K | -3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | SPDR S&P 500 ETF TRUSTetf/fund | — | $7.3M | 1.2% | 9,569 | -3% | 11+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $PLTR | Palantir Technologies Inc. | Technology | $7.1M | 1.2% | 38K | +0.5% | |||
| 27 | $MU | MICRON TECHNOLOGY INC | Technology | $6.4M | 1.1% | 6,047 | +3% | |||
| 28 | $AVGO | Broadcom Inc. | Technology | $6.3M | 1.1% | 18K | +0.9% | |||
| 29 | $RTX | RTX Corp | Industrials | $6.2M | 1.1% | 33K | -5% | |||
| 30 | $V | VISA INC. | Financials | $5.9M | 1.0% | 16K | -3% | |||
| 31 | $LLY | ELI LILLY & Co | Healthcare | $5.8M | 1.0% | 4,995 | -2% | |||
| 32 | $CAT | CATERPILLAR INC | Industrials | $5.6M | 0.9% | 6,967 | -22% | |||
| 33 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $5.2M | 0.9% | 7 | — | |||
| 34 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $5.0M | 0.8% | 23K | -11% | |||
| 35 | $ORCL | ORACLE CORP | Technology | $4.9M | 0.8% | 36K | +1% | |||
| 36 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $4.8M | 0.8% | 87K | -7% | |||
| 37 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $4.5M | 0.8% | 40K | -4% | |||
| 38 | $CRM | Salesforce, Inc. | Technology | $4.5M | 0.8% | 20K | +2% | |||
| 39 | $DUK | Duke Energy CORP | Utilities | $4.3M | 0.7% | 38K | -10% | |||
| 40 | $AMGN | AMGEN INC | Healthcare | $4.0M | 0.7% | 9,548 | -1% | |||
| 41 | $ADI | ANALOG DEVICES INC | Technology | $4.0M | 0.7% | 10K | +2% | |||
| 42 | $KO | COCA COLA CO | Consumer Staples | $3.9M | 0.7% | 46K | +2% | |||
| 43 | $YUM | YUM BRANDS INC | Consumer Discretionary | $3.9M | 0.7% | 28K | -7% | |||
| 44 | $BLK | BlackRock, Inc. | Financials | $3.7M | 0.6% | 3,473 | -2% | |||
| 45 | $DIS | Walt Disney Co | Communication Services | $3.6M | 0.6% | 35K | -6% | |||
| 46 | $FCX | FREEPORT-MCMORAN INC | Materials | $3.5M | 0.6% | 50K | +51% | |||
| 47 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $3.3M | 0.6% | 23K | -4% | |||
| 48 | $MET | METLIFE INC | Financials | $3.3M | 0.6% | 35K | -2% | |||
| 49 | $DD | DuPont de Nemours, Inc. | Materials | $3.3M | 0.6% | 25K | +9% | |||
| 50 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $3.2M | 0.5% | 34K | New | |||
| 51 | $ICE | Intercontinental Exchange, Inc. | Financials | $3.1M | 0.5% | 21K | -6% | |||
| 52 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $3.1M | 0.5% | 68K | -27% | |||
| 53 | $SCHW | SCHWAB CHARLES CORP | Financials | $3.0M | 0.5% | 31K | +2% | |||
| 54 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $3.0M | 0.5% | 32K | -0.4% | |||
| 55 | $JCI | Johnson Controls International plc | Industrials | $3.0M | 0.5% | 20K | +0.6% | |||
| 56 | — | State Street SPDR S&P 500 Growth ETF - Com | — | $2.9M | 0.5% | 24K | -0.1% | |||
| 57 | $TFC | TRUIST FINANCIAL CORP | Financials | $2.9M | 0.5% | 63K | -10% | |||
| 58 | $HONA | Honeywell Aerospace Inc. | Industrials | $2.9M | 0.5% | 18K | New | |||
| 59 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $2.7M | 0.5% | 18K | -2% | |||
| 60 | $WMT | Walmart Inc. | Consumer Staples | $2.7M | 0.5% | 26K | +12% | |||
| 61 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $2.5M | 0.4% | 14K | -1% | |||
| 62 | $LIN | LINDE PLC | Materials | $2.5M | 0.4% | 5,289 | -0.7% | |||
| 63 | — | iShares Core S&P 500 ETF - Com | — | $2.5M | 0.4% | 3,273 | — | |||
| 64 | $PFE | PFIZER INC | Healthcare | $2.4M | 0.4% | 85K | -3% | |||
| 65 | $PEP | PEPSICO INC | Consumer Staples | $2.3M | 0.4% | 18K | -43% | |||
| 66 | $MCD | MCDONALDS CORP | Consumer Discretionary | $2.3M | 0.4% | 9,844 | -2% | |||
| 67 | $CASY | CASEYS GENERAL STORES INC | Consumer Discretionary | $2.3M | 0.4% | 3,710 | +72% | |||
| 68 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $2.1M | 0.4% | 12K | -6% | |||
| 69 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $2.1M | 0.4% | 14K | New | |||
| 70 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $2.1M | 0.3% | 16K | +4% | |||
| 71 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $2.0M | 0.3% | 2,235 | +6% | |||
| 72 | $COR | Cencora, Inc. | Consumer Staples | $2.0M | 0.3% | 6,692 | -0.6% | |||
| 73 | — | Vanguard Morningstar Value Index Fund ETF - Com | — | $1.9M | 0.3% | 8,891 | — | |||
| 74 | $ABT | ABBOTT LABORATORIES | Healthcare | $1.8M | 0.3% | 18K | +11% | |||
| 75 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $1.8M | 0.3% | 28K | -4% | |||
| 76 | $NFLX | NETFLIX INC | Communication Services | $1.8M | 0.3% | 25K | +3% | |||
| 77 | $CVS | CVS HEALTH Corp | Healthcare | $1.7M | 0.3% | 20K | -3% | |||
| 78 | $TXN | TEXAS INSTRUMENTS INC | Technology | $1.7M | 0.3% | 6,082 | -4% | |||
| 79 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $1.7M | 0.3% | 29K | -3% | |||
| 80 | — | iShares Core U.S. Agg Bond ETF - Com | — | $1.6M | 0.3% | 17K | -0.3% | |||
| 81 | — | Vanguard Morningstar Total Stock Market - Com | — | $1.5M | 0.3% | 4,115 | -0.7% | |||
| 82 | $DRI | DARDEN RESTAURANTS INC | Consumer Discretionary | $1.4M | 0.2% | 7,413 | New | |||
| 83 | $SYY | SYSCO CORP | Consumer Discretionary | $1.4M | 0.2% | 18K | -2% | |||
| 84 | $NKE | NIKE, Inc. | Consumer Discretionary | $1.3M | 0.2% | 36K | -24% | |||
| 85 | $PH | Parker-Hannifin Corp | Industrials | $1.3M | 0.2% | 1,335 | New | |||
| 86 | $EXC | EXELON CORP | Utilities | $1.3M | 0.2% | 31K | -5% | |||
| 87 | $MDT | Medtronic plc | Healthcare | $1.1M | 0.2% | 13K | -5% | |||
| 88 | $ING | ING GROEP NV | Financials | $1.1M | 0.2% | 32K | — | |||
| 89 | $APD | Air Products & Chemicals, Inc. | Materials | $1.1M | 0.2% | 4,000 | New | |||
| 90 | — | Dimensional International Value Fund ETF - Com | — | $858K | 0.1% | 15K | -3% | |||
| 91 | $PFG | PRINCIPAL FINANCIAL GROUP INC | Financials | $760K | 0.1% | 6,790 | +24% | |||
| 92 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $745K | 0.1% | 1,007 | — | |||
| 93 | $STT | STATE STREET CORP | Financials | $692K | 0.1% | 17K | -1% | |||
| 94 | — | iShares Dow Jones US Health Care Prov Index - Com | — | $549K | 0.1% | 10K | — | |||
| 95 | — | Vanguard FTSE Dev Mkt ETF - Com | — | $543K | 0.1% | 7,693 | — | |||
| 96 | — | Dimensional National ETF - Com | — | $519K | 0.1% | 11K | — | |||
| 97 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $514K | 0.1% | 1,808 | — | |||
| 98 | — | Vanguard Morningstar Small Cap Value ETF - Com | — | $485K | 0.1% | 2,099 | — | |||
| 99 | — | iShares National Muni Bond ETF - Com | — | $428K | 0.1% | 4,235 | — | |||
| 100 | — | State Street SPDR Portfolio S&P 500 Value ETF - Com | — | $427K | 0.1% | 6,990 | -2% | |||
| 101 | — | State Street Health Care Select Sec SPDR ETF - Com | — | $337K | 0.1% | 2,000 | — | |||
| 102 | — | iShares Russell 1000 ETF - Com | — | $333K | 0.1% | 800 | — | |||
| 103 | $RY | ROYAL BANK OF CANADA | Financials | $305K | 0.1% | 1,553 | — | |||
| 104 | $QCOM | QUALCOMM INC/DE | Technology | $301K | 0.1% | 1,635 | -4% | |||
| 105 | — | Vanguard Intermediate-Term Treas Fd ETF - Com | — | $299K | 0.1% | 5,271 | — | |||
| 106 | $AFL | AFLAC INC | Financials | $282K | 0.1% | 2,523 | — | |||
| 107 | — | State Street Energy Select Sector SPDR ETF - Com | — | $282K | 0.1% | 4,584 | — | |||
| 108 | — | iShares US ETF Tr Blackrock Short - Com | — | $280K | 0.1% | 5,649 | -15% | |||
| 109 | — | Vanguard Dividend Appreciation ETF - Com | — | $275K | 0.1% | 1,179 | — | |||
| 110 | $IVZ | Invesco Ltd. | Financials | $259K | 0.0% | 4,750 | — | |||
| 111 | — | iShares Russell Top 200 ETF - Com | — | $232K | 0.0% | 1,222 | — | |||
| 112 | $INTC | INTEL CORP | Technology | $213K | 0.0% | 1,770 | — | |||
| 113 | $MAS | MASCO CORP /DE/ | Industrials | $211K | 0.0% | 3,135 | -91% | |||
| 114 | $GLD | SPDR GOLD TRUST | Financials | $200K | 0.0% | 526 | New | |||
| 115 | $BDJ | BlackRock Enhanced Equity Dividend Trust | — | $138K | 0.0% | 15K | — | |||
| 116 | $CATX | Perspective Therapeutics, Inc. | Healthcare | $52K | 0.0% | 19K | — |
What changed in Q3 2026
Against the previous quarter's 13F: 7 new, 29 added to, 56 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.
New positions (7)
$SBUXSTARBUCKS CORP$3.2M
first bought this quarter
$HONAHoneywell Aerospace Inc.$2.9M
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$2.1Mfirst bought this quarter
$DRIDARDEN RESTAURANTS INC$1.4M
first bought this quarter
$PHParker-Hannifin Corp$1.3M
first bought this quarter
$APDAir Products & Chemicals, Inc.$1.1M
first bought this quarter
+1 more in the Excel export
Added to (29)
now $28.5M · held 11+ qtrs
- State Street SPDR Portfolio High Yield ETF - Com+7%
now $34.7M
now $22.3M · held 11+ qtrs
- iShares Core MSCI EAFE ETF - Com+4%
now $35.4M
$FCXFREEPORT-MCMORAN INC+51%
now $3.5M · held 11+ qtrs
$CASYCASEYS GENERAL STORES INC+72%
now $2.3M · held 2 qtrs, 2 adds in a row
+23 more in the Excel export
Trimmed (56)
now $18.1M · held 11+ qtrs
$MASMASCO CORP /DE/-91%
now $211K · held 11+ qtrs, 2 trims in a row
$PEPPEPSICO INC-43%
now $2.3M · held 11+ qtrs
$CATCATERPILLAR INC-22%
now $5.6M · held 11+ qtrs
now $9.0M · held 11+ qtrs
$VZVERIZON COMMUNICATIONS INC-27%
now $3.1M · held 11+ qtrs
+50 more in the Excel export
Sold out (9)
$XOM.R34088EXXON MOBIL CORPwas $9.6M
held 10+ qtrs
$WMWASTE MANAGEMENT INCwas $3.0M
held 8 qtrs
$HONHONEYWELL INTERNATIONAL INCwas $3.0M
held 10+ qtrs
$AMTAMERICAN TOWER CORP /MA/was $2.6M
held 10+ qtrs
$TAT&T INC.was $1.8M
held 4 qtrs
- Vanguard Real Estate ETF - Comwas $305K
+3 more in the Excel export
Holdings by quarter
Every 13F Iowa State Bank has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow Iowa State Bank?
Q3 2026 13F filed with the SEC on Oct 6, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Iowa State Bank's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-1.9%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 12% over the last 4
Top 10 weight
41%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
93%
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 Q1 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
Iowa State Bank disclosed 116 positions worth $591.7M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 7 new positions and exited 9 — including a new stake in $SBUX and a full exit from $XOM.R34088. The portfolio is most concentrated in Other (29.8% of disclosed assets). All figures are sourced directly from Iowa State Bank’s Form 13F-HR filing with the SEC under CIK 1546967.
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AI-Powered Hedge Fund Analysis: Iowa State Bank
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Every holding in Iowa State Bank'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.