American State Bank (Iowa)

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed April 14, 2026), American State Bank (Iowa) reported 123 stock positions worth $165.9 million. Its top holding was Nvidia (NVDA) at 9.2% of the portfolio, followed by iShares Russell 1000 Growth (IWF, 5.3%) and Invesco QQQ Trust Series 1 (QQQ, 4.8%). Compared with Q3 2024, it opened 2 new positions, sold out of 7, added to 51 and reduced 24. The biggest buy was a new position in BlackRock (BLK) and the biggest sale an exit from Occidental Petroleum (OXY).

Most Recent 13F
Q2 2026
Location
SIOUX CENTER, IA
CIK
0002122473
Portfolio Value
$165.9M (Q4 2024)
SEC Filing
0002122473-26-000018 ↗ filed Apr 14, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $149.1M Q1 2024 Q2 2024: $156.2M Q2 2024 Q3 2024: $164.7M Q3 2024 Q4 2024: $165.9M $165.9M Q4 2024 Q1 2025: $165.9M Q1 2025 Q2 2025: $180.6M Q2 2025 Q3 2025: $196.3M Q3 2025 Q4 2025: $208.0M Q4 2025 Q1 2026: $208.2M Q1 2026 Q2 2026: $246.5M Q2 2026

Holdings 123 stocks · $165.9M
NVDA Nvidia Corp. 9.24% 114,174 $15.3M Reduce -1.8%
IWF iShares Russell 1000 Growth 5.33% 22,027 $8.8M Reduce -0.1%
QQQ Invesco QQQ Trust Series 1 4.76% 15,453 $7.9M No change
IWD iShares Russell 1000 Value E 4.13% 37,030 $6.9M Add +4.1%
AAPL Apple Inc. 3.79% 25,140 $6.3M Reduce -1.0%
MSFT Microsoft Corp. 3.43% 13,494 $5.7M Add +0.4%
AGG iShares Core U.S. Aggregate 3.42% 58,635 $5.7M Add +11.4%
HDV iShares Core High Dividend E 2.87% 42,468 $4.8M Add +5.3%
SPY SS SPDR S&P 500 ETF Trust-US 2.28% 6,450 $3.8M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.58% 59,604 $2.6M Reduce -0.5%
IJR iShares Core S&P Small-Cap E 1.56% 22,438 $2.6M Add +2.8%
WM Waste Management Inc. 1.52% 12,497 $2.5M Add +0.7%
USRT iShares Core US REIT ETF 1.45% 41,830 $2.4M Add +3.0%
SPGI S&P Global Inc. 1.37% 4,580 $2.3M Add +0.5%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 1.28% 4,992 $2.1M No change
WMT Walmart Inc. 1.23% 22,612 $2.0M Reduce -1.1%
JPM JPMorgan Chase & Co. 1.16% 8,025 $1.9M Add +0.3%
AMGN Amgen Inc. 1.04% 6,592 $1.7M Add +4.5%
JNJ Johnson & Johnson 1.03% 11,822 $1.7M Add +4.0%
HIG Hartford Insurance Group Inc. 1.03% 15,613 $1.7M Add +0.5%
CSCO Cisco Systems Inc. 1.02% 28,696 $1.7M Reduce -1.6%
BA The Boeing Co. 0.98% 9,220 $1.6M Add +5.3%
AVGO Broadcom Inc. 0.96% 6,893 $1.6M Reduce -3.6%
PG The Procter & Gamble Co. 0.94% 9,289 $1.6M Add +0.6%
C Citigroup Inc. 0.91% 21,341 $1.5M Add +0.1%
XOM Exxon Mobil Corp. 0.88% 13,533 $1.5M Add +0.6%
GD General Dynamics Corp. 0.86% 5,421 $1.4M Add +1.2%
ED Consolidated Edison Inc. 0.86% 15,985 $1.4M Add +1.2%
AMAT Applied Materials Inc. 0.85% 8,682 $1.4M Add +1.2%
GE General Electric filed as GE AEROSPACE 0.85% 8,406 $1.4M Add +1.7%
EFV iShares MSCI Eafe Value ETF 0.84% 26,427 $1.4M No change
AMZN Amazon.com Inc. 0.83% 6,249 $1.4M Reduce -0.9%
WFC Wells Fargo & Co. 0.82% 19,332 $1.4M Add +0.2%
T AT&T Inc. 0.82% 59,437 $1.4M Reduce -0.2%
IUSG iShares Core S&P U.S. Growth 0.81% 9,590 $1.3M Reduce -0.4%
RTX RTX Corp. 0.80% 11,451 $1.3M Reduce -1.1%
IWO iShares Russell 2000 Growth 0.78% 4,496 $1.3M Reduce -1.2%
IEMG iShares Core MSCI Emerging 0.75% 23,951 $1.3M Reduce -2.4%
INTC Intel Corp. 0.75% 61,881 $1.2M Add +4.4%
ADBE Adobe Inc. 0.73% 2,741 $1.2M Add +8.3%
IUSV iShares Core S&P U.S. Value 0.73% 13,063 $1.2M Reduce -0.5%
MCD McDonald's Corp. 0.71% 4,044 $1.2M Add +0.6%
NFLX Netflix Inc. 0.69% 1,276 $1.1M Reduce -1.9%
GS Goldman Sachs Group Inc. 0.69% 1,985 $1.1M Reduce -6.2%
SDY SS SPDR S&P Dividend ETF 0.63% 7,957 $1.1M No change
GOOG Alphabet Inc. Class C 0.63% 5,496 $1.0M Reduce -3.4%
CVX Chevron Corp. 0.62% 7,106 $1.0M Add +1.6%
IEFA iShares Core MSCI Eafe ETF 0.62% 14,639 $1.0M Reduce -3.2%
COST Costco Wholesale Corp. 0.62% 1,119 $1.0M Reduce -1.3%
CI The Cigna Group 0.58% 3,511 $970K No change
VIG Vanguard Dividend Apprec ETF 0.58% 4,873 $954K No change
VZ Verizon Communications Inc. 0.57% 23,599 $944K Add +2.3%
EFG iShares MSCI Eafe Growth ETF 0.56% 9,667 $936K No change
GILD Gilead Sciences Inc. 0.56% 10,013 $925K Add +0.8%
WEC WEC Energy Group Inc. 0.54% 9,584 $901K No change
PLD Prologis Inc. 0.54% 8,515 $900K Add +11.5%
PEP Pepsico Inc. 0.54% 5,891 $896K Add +3.5%
LRCX Lam Research Corp. 0.52% 12,000 $867K No change
V Visa Inc. Class A 0.52% 2,741 $866K Add +4.5%
DGRO iShares Core Dividend Growth 0.51% 13,826 $848K Add +8.5%
QCOM Qualcomm Inc. 0.50% 5,375 $826K Add +1.1%
IWN iShares Russell 2000 Value E 0.50% 5,015 $823K No change
ROST Ross Stores Inc. 0.50% 5,440 $823K Add +3.2%
TSLA Tesla Inc. 0.49% 2,033 $821K Add +1.0%
UNP Union Pacific Corp. 0.47% 3,438 $784K Add +4.7%
ABBV Abbvie Inc. 0.46% 4,281 $761K Add +4.2%
DELL Dell Technologies -C 0.43% 6,231 $718K No change
IJH iShares Core S&P Midcap ETF 0.43% 11,407 $711K Reduce -0.0%
UNH Unitedhealth Group Inc. 0.42% 1,381 $699K Add +1.2%
VYM Vanguard High DVD Yield ETF 0.42% 5,398 $689K Add +18.1%
IBB iShares Biotechnology ETF 0.41% 5,082 $672K No change
HD Home Depot Inc. 0.40% 1,715 $667K Add +1.1%
ISRG Intuitive Surgical Inc. 0.40% 1,274 $665K Add +0.5%
DOW Dow Inc. 0.40% 16,408 $658K Add +0.1%
BRK.B Berkshire Hathaway Inc. Class B 0.37% 1,366 $619K Add +0.7%
STX Seagate Technology Holdings 0.36% 7,000 $604K No change
XLK SS Technology Select Sector 0.36% 2,587 $602K No change
IYH iShares U.S. Healthcare ETF 0.36% 10,215 $595K No change
XEL Xcel Energy Inc. 0.36% 8,809 $595K No change
MDT Medtronic PLC 0.35% 7,341 $586K Add +1.3%
NEE Nextera Energy Inc. 0.33% 7,588 $544K Add +17.9%
XLF SS Financial Select Sector 0.32% 10,984 $531K Reduce -0.1%
APD Air Products & Chemicals Inc. 0.31% 1,749 $507K Reduce -3.7%
DBC Invesco DB Commodity Index T 0.30% 23,130 $495K No change
SNY Sanofi-ADR 0.29% 9,993 $482K Add +12.2%
BLK BlackRock Inc. 0.29% 469 $481K New
TMO Thermo Fisher Scientific Inc. 0.29% 913 $475K Add +17.5%
GEV GE Vernova Inc. 0.29% 1,442 $474K No change
AEE Ameren Corporation 0.28% 5,282 $471K No change
DBA Invesco DB Agriculture Fund 0.28% 17,420 $463K No change
EMR Emerson Electric Co. 0.27% 3,589 $445K No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.26% 11,046 $424K Add +18.6%
CRM Salesforce Inc. 0.25% 1,245 $416K No change
KIM Kimco Realty Corp. 0.24% 17,201 $403K No change
DBP Invesco DB Precious Metals F 0.23% 6,200 $377K No change
AFL Aflac Inc. 0.22% 3,540 $366K No change
MS Morgan Stanley 0.22% 2,908 $366K No change
ENB Enbridge Inc. 0.22% 8,481 $360K Add +9.4%
NSC Norfolk Southern Corp. 0.21% 1,498 $352K No change
VEA Vanguard Ftse Developed ETF 0.21% 7,174 $343K No change
ALL Allstate Corp. 0.20% 1,748 $337K No change
VTI VG Morningstar TS MKT ETF-US 0.20% 1,160 $336K Add +2.9%
SO The Southern Co. 0.20% 4,081 $336K No change
CAT Caterpillar Inc. 0.20% 907 $329K Add +0.4%
CLX Clorox Company 0.20% 2,017 $328K No change
XLY SS Consumer Disc Select Sect 0.20% 1,458 $327K No change
ES Eversource Energy 0.19% 5,436 $312K No change
SPG Simon Property Group Inc. 0.19% 1,804 $310K No change
DBE Invesco DB Energy Fund 0.18% 15,800 $293K No change
DBB Invesco DB Base Metals Fund 0.17% 15,350 $289K No change
LECO Lincoln Electric Holdings 0.17% 1,500 $281K No change
CMCSA Comcast Corp. Class A 0.17% 7,459 $280K Add +7.6%
CVS CVS Health Corp. 0.16% 6,061 $272K Reduce -6.4%
XLI SS Industrial Select Sector 0.16% 1,966 $259K No change
PYPL PayPal Holdings Inc. 0.15% 3,013 $257K Reduce -0.2%
FDX FedEx Corp. 0.15% 875 $246K No change
XAR SS SPDR S&P Aerospace Def 0.14% 1,437 $238K No change
IWP iShares Russell Mid-Cap Grow 0.14% 1,860 $236K No change
GLD SPDR Gold Shares 0.13% 910 $220K No change
XSD SS SPDR S&P Semiconductor 0.13% 882 $219K No change
ESS Essex Property Trust Inc. 0.13% 748 $214K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.13% 517 $212K New
KIE SS SPDR S&P Insurance ETF 0.13% 3,753 $212K No change

Portfolio Sells Q3 2024 → Q4 2024
OXY Occidental Petroleum Corp. Sold out 0.00% −0.17
VGSH Vanguard Short-Term Treasury Sold out 0.00% −0.14
XLV SS Health Care Select Sector Sold out 0.00% −0.13
PEG Public Service Enterprise GP Sold out 0.00% −0.13
VNQ Vanguard Real Estate ETF Sold out 0.00% −0.12
IWS iShares Russell Mid-Cap Valu Sold out 0.00% −0.12
VTV Vanguard Mrngstr Val ETF-Aui Sold out 0.00% −0.12
IEMG iShares Core MSCI Emerging Reduce -2.4% 0.75% −0.10
IEFA iShares Core MSCI Eafe ETF Reduce -3.2% 0.62% −0.10
CVS CVS Health Corp. Reduce -6.4% 0.16% −0.08
RTX RTX Corp. Reduce -1.1% 0.80% −0.05
IUSV iShares Core S&P U.S. Value Reduce -0.5% 0.73% −0.03
APD Air Products & Chemicals Inc. Reduce -3.7% 0.31% −0.02
IWO iShares Russell 2000 Growth Reduce -1.2% 0.78% −0.00
IJH iShares Core S&P Midcap ETF Reduce -0.0% 0.43% −0.00
COST Costco Wholesale Corp. Reduce -1.3% 0.62% +0.01
PYPL PayPal Holdings Inc. Reduce -0.2% 0.15% +0.01
XLF SS Financial Select Sector Reduce -0.1% 0.32% +0.02
T AT&T Inc. Reduce -0.2% 0.82% +0.02
IUSG iShares Core S&P U.S. Growth Reduce -0.4% 0.81% +0.03
GS Goldman Sachs Group Inc. Reduce -6.2% 0.69% +0.05
GOOG Alphabet Inc. Class C Reduce -3.4% 0.63% +0.05
CSCO Cisco Systems Inc. Reduce -1.6% 1.02% +0.08
WMT Walmart Inc. Reduce -1.1% 1.23% +0.11
AMZN Amazon.com Inc. Reduce -0.9% 0.83% +0.11
NFLX Netflix Inc. Reduce -1.9% 0.69% +0.13
BAC Bank of America Corp. Reduce -0.5% 1.58% +0.14
AAPL Apple Inc. Reduce -1.0% 3.79% +0.20
AVGO Broadcom Inc. Reduce -3.6% 0.96% +0.21
IWF iShares Russell 1000 Growth Reduce -0.1% 5.33% +0.30
NVDA Nvidia Corp. Reduce -1.8% 9.24% +0.67

Portfolio Buys Q3 2024 → Q4 2024
BLK BlackRock Inc. New 0.29% +0.29
AGG iShares Core U.S. Aggregate Add +11.4% 3.42% +0.19
BA The Boeing Co. Add +5.3% 0.98% +0.18
TSLA Tesla Inc. Add +1.0% 0.49% +0.18
WFC Wells Fargo & Co. Add +0.2% 0.82% +0.16
JPM JPMorgan Chase & Co. Add +0.3% 1.16% +0.13
VUG Vanguard Mrngstar GR ETF-Sui New 0.13% +0.13
C Citigroup Inc. Add +0.1% 0.91% +0.09
V Visa Inc. Class A Add +4.5% 0.52% +0.08
VYM Vanguard High DVD Yield ETF Add +18.1% 0.42% +0.06
GILD Gilead Sciences Inc. Add +0.8% 0.56% +0.05
IWD iShares Russell 1000 Value E Add +4.1% 4.13% +0.03
DGRO iShares Core Dividend Growth Add +8.5% 0.51% +0.03
ENB Enbridge Inc. Add +9.4% 0.22% +0.03
ISRG Intuitive Surgical Inc. Add +0.5% 0.40% +0.02
SLB SLB Ltd. Add +18.6% 0.26% +0.02
ROST Ross Stores Inc. Add +3.2% 0.50% +0.01
VTI VG Morningstar TS MKT ETF-US Add +2.9% 0.20% +0.01
IJR iShares Core S&P Small-Cap E Add +2.8% 1.56% +0.01
NEE Nextera Energy Inc. Add +17.9% 0.33% −0.00
CVX Chevron Corp. Add +1.6% 0.62% −0.01
TMO Thermo Fisher Scientific Inc. Add +17.5% 0.29% −0.01
BRK.B Berkshire Hathaway Inc. Class B Add +0.7% 0.37% −0.01
CMCSA Comcast Corp. Class A Add +7.6% 0.17% −0.01
HDV iShares Core High Dividend E Add +5.3% 2.87% −0.01
HD Home Depot Inc. Add +1.1% 0.40% −0.02
CAT Caterpillar Inc. Add +0.4% 0.20% −0.02
UNP Union Pacific Corp. Add +4.7% 0.47% −0.02
SNY Sanofi-ADR Add +12.2% 0.29% −0.02
PG The Procter & Gamble Co. Add +0.6% 0.94% −0.03
ABBV Abbvie Inc. Add +4.2% 0.46% −0.03
MCD McDonald's Corp. Add +0.6% 0.71% −0.04
MDT Medtronic PLC Add +1.3% 0.35% −0.04
PLD Prologis Inc. Add +11.5% 0.54% −0.04
WM Waste Management Inc. Add +0.7% 1.52% −0.04
PEP Pepsico Inc. Add +3.5% 0.54% −0.05
QCOM Qualcomm Inc. Add +1.1% 0.50% −0.05
SPGI S&P Global Inc. Add +0.5% 1.37% −0.06
VZ Verizon Communications Inc. Add +2.3% 0.57% −0.06
ADBE Adobe Inc. Add +8.3% 0.73% −0.06
UNH Unitedhealth Group Inc. Add +1.2% 0.42% −0.06
USRT iShares Core US REIT ETF Add +3.0% 1.45% −0.07
XOM Exxon Mobil Corp. Add +0.6% 0.88% −0.08
HIG Hartford Insurance Group Inc. Add +0.5% 1.03% −0.08
MSFT Microsoft Corp. Add +0.4% 3.43% −0.08
JNJ Johnson & Johnson Add +4.0% 1.03% −0.09
INTC Intel Corp. Add +4.4% 0.75% −0.10
GE General Electric Add +1.7% 0.85% −0.10
GD General Dynamics Corp. Add +1.2% 0.86% −0.12
ED Consolidated Edison Inc. Add +1.2% 0.86% −0.14

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 139$246.5MNVDA, IWF, QQQ, INTC, IWD
Q1 2026 136$208.2MNVDA, IWF, QQQ, IWD, AAPL
Q4 2025 136$208.0MNVDA, IWF, QQQ, AAPL, MSFT
Q3 2025 132$196.3MNVDA, IWF, QQQ, MSFT, AAPL
Q2 2025 127$180.6MNVDA, IWF, QQQ, MSFT, IWD
Q1 2025 125$165.9MNVDA, IWF, QQQ, IWD, AGG
Q4 2024 123$165.9MNVDA, IWF, QQQ, IWD, AAPL
Q3 2024 128$164.7MNVDA, IWF, QQQ, IWD, AAPL
Q2 2024 122$156.2MNVDA, IWF, QQQ, IWD, MSFT
Q1 2024 122$149.1MNVDA, IWF, QQQ, IWD, MSFT