Ames National Corp.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Ames National Corp. reported 69 stock positions worth $181.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 25.8% of the portfolio, followed by Vanguard Short-Term Bond ETF (BSV, 7.3%) and Vanguard Total Bond Market (BND, 7.2%). Compared with Q1 2026, it opened 3 new positions, sold out of 1, added to 8 and reduced 31. The biggest buy was Travelers Cos (TRV, shares +614%) and the biggest sale an exit from Whitehawk Therapeutics (WHWK).

Most Recent 13F
Q2 2026
Location
AMES, IA
CIK
0001132651
Portfolio Value
$181.8M (Q2 2026)
SEC Filing
0001437749-26-027735 ↗ filed Aug 13, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q4 2024: $148.5M Q4 2024 Q1 2025: $149.0M Q1 2025 Q2 2025: $154.6M Q2 2025 Q3 2025: $168.4M Q3 2025 Q4 2025: $170.8M Q4 2025 Q1 2026: $166.6M Q1 2026 Q2 2026: $181.8M $181.8M Q2 2026

Holdings 69 stocks · $181.8M
IVV iShares Core S&P 500 ETF 25.82% 62,673 $46.9M Reduce -1.4%
BSV Vanguard Short-Term Bond ETF 7.32% 170,831 $13.3M Add +4.8%
BND Vanguard Total Bond Market 7.21% 178,648 $13.1M Add +5.6%
AGG iShares Core U.S. Aggregate 7.15% 131,303 $13.0M Add +6.0%
VXUS Vanguard Total Intl Stock 3.66% 77,720 $6.6M Reduce -0.6%
IWR iShares Russell Mid-Cap ETF 3.29% 54,127 $6.0M Reduce -0.3%
MSFT Microsoft Corp. 3.23% 15,736 $5.9M Reduce -0.8%
AAPL Apple Inc. 2.79% 17,539 $5.1M Reduce -0.8%
VTIP Vanguard Short-Term Tips 2.76% 100,003 $5.0M Add +3.9%
XLK SS Technology Select Sector 2.57% 24,513 $4.7M Add +0.1%
IWM iShares Russell 2000 ETF 2.55% 15,410 $4.6M Reduce -3.2%
IJH iShares Core S&P Midcap ETF 2.46% 57,891 $4.5M Add +0.1%
VTI VG Morningstar TS MKT ETF-US 2.07% 10,169 $3.8M No change
GOEPPINGER ENTERPRISES INC 1.88% 1,202 $3.4M No change
GOOG Alphabet Inc. Class C 1.82% 9,350 $3.3M Reduce -2.0%
IJR iShares Core S&P Small-Cap E 1.73% 21,151 $3.1M Add +0.0%
JNJ Johnson & Johnson 1.54% 11,029 $2.8M Reduce -0.6%
HD Home Depot Inc. 1.43% 7,392 $2.6M Reduce -6.0%
JPM JPMorgan Chase & Co. 1.31% 7,255 $2.4M Reduce -2.0%
BRK.B Berkshire Hathaway Inc. Class B 1.29% 4,704 $2.4M No change
TRV The Travelers Cos Inc. 0.94% 5,187 $1.7M Add +614.5%
CSCO Cisco Systems Inc. 0.77% 11,981 $1.4M Reduce -5.0%
CVX Chevron Corp. 0.76% 8,372 $1.4M Reduce -1.4%
ATLO Ames National Corp. 0.73% 46,557 $1.3M No change
XOM Exxon Mobil Corp. 0.66% 8,765 $1.2M No change
MCD McDonald's Corp. 0.65% 4,344 $1.2M Reduce -2.5%
ADP Automatic Data Processing 0.64% 5,203 $1.2M Reduce -8.4%
PG The Procter & Gamble Co. 0.61% 7,550 $1.1M Reduce -14.0%
UNP Union Pacific Corp. 0.60% 3,982 $1.1M Reduce -2.5%
MRK Merck & Co. Inc. 0.56% 7,854 $1.0M No change
CASY Casey's General Stores Inc. 0.52% 1,200 $954K No change
GOOGL Alphabet Inc. Class A 0.50% 2,563 $916K Reduce -10.5%
WMT Walmart Inc. 0.49% 7,791 $882K Reduce -2.3%
VOO Vanguard S&P 500 ETF 0.43% 1,148 $788K No change
VYM Vanguard High DVD Yield ETF 0.34% 3,955 $625K No change
GD General Dynamics Corp. 0.34% 1,762 $624K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.34% 828 $618K No change
UNH Unitedhealth Group Inc. 0.34% 1,471 $611K Reduce -3.0%
V Visa Inc. Class A 0.31% 1,619 $555K Reduce -22.2%
PPG PPG Industries Inc. 0.30% 4,570 $554K No change
BLK BlackRock Inc. 0.30% 561 $539K Reduce -0.5%
QCOM Qualcomm Inc. 0.27% 2,695 $498K Reduce -21.1%
BX Blackstone Inc. 0.25% 3,900 $459K No change
KLAC KLA Corp. 0.25% 1,500 $453K No change
AFL Aflac Inc. 0.24% 3,690 $433K No change
RTX RTX Corp. 0.23% 2,228 $423K No change
DE Deere & Co. 0.23% 653 $414K Reduce -1.5%
NSC Norfolk Southern Corp. 0.23% 1,300 $409K No change
CAT Caterpillar Inc. 0.22% 383 $408K No change
PEP Pepsico Inc. 0.22% 2,938 $398K Reduce -2.7%
KO The Coca-Cola Co. 0.21% 4,597 $374K No change
APD Air Products & Chemicals Inc. 0.20% 1,260 $369K Reduce -1.9%
ABBV Abbvie Inc. 0.20% 1,465 $369K No change
PFE Pfizer Inc. 0.20% 15,027 $364K Reduce -5.7%
LNT Alliant Energy Corp. 0.18% 4,185 $319K No change
VZ Verizon Communications Inc. 0.16% 6,963 $295K Reduce -2.8%
SYY Sysco Corp. 0.16% 3,525 $295K Reduce -25.4%
T AT&T Inc. 0.16% 14,037 $291K No change
VEA Vanguard Ftse Developed ETF 0.14% 3,649 $260K No change
WFC Wells Fargo & Co. 0.14% 3,000 $248K No change
CRS Carpenter Technology 0.14% 400 $247K New
PFF iShares Preferred & Income S 0.13% 7,450 $227K Reduce -20.7%
INTC Intel Corp. 0.12% 1,600 $223K New
NKE Nike Inc. Class B 0.12% 5,412 $222K Reduce -1.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.12% 2,244 $216K Reduce -11.1%
AMGN Amgen Inc. 0.12% 595 $215K No change
VGT Vanguard Info Tech ETF 0.12% 1,776 $212K New
ABT Abbott Laboratories 0.12% 2,325 $211K No change
SYK Stryker Corp. 0.12% 665 $209K No change

Portfolio Sells Q1 2026 → Q2 2026
WHWK Whitehawk Therapeutics Inc. Sold out 0.00% −0.80
CVX Chevron Corp. Reduce -1.4% 0.76% −0.29
MSFT Microsoft Corp. Reduce -0.8% 3.23% −0.29
MCD McDonald's Corp. Reduce -2.5% 0.65% −0.18
PG The Procter & Gamble Co. Reduce -14.0% 0.61% −0.15
HD Home Depot Inc. Reduce -6.0% 1.43% −0.11
WMT Walmart Inc. Reduce -2.3% 0.49% −0.11
JNJ Johnson & Johnson Reduce -0.6% 1.54% −0.09
V Visa Inc. Class A Reduce -22.2% 0.31% −0.07
PFE Pfizer Inc. Reduce -5.7% 0.20% −0.07
PEP Pepsico Inc. Reduce -2.7% 0.22% −0.06
VZ Verizon Communications Inc. Reduce -2.8% 0.16% −0.05
NKE Nike Inc. Class B Reduce -1.6% 0.12% −0.05
ADP Automatic Data Processing Reduce -8.4% 0.64% −0.05
PFF iShares Preferred & Income S Reduce -20.7% 0.13% −0.05
SYY Sysco Corp. Reduce -25.4% 0.16% −0.04
BLK BlackRock Inc. Reduce -0.5% 0.30% −0.03
DIS The Walt Disney Co. Reduce -11.1% 0.12% −0.03
APD Air Products & Chemicals Inc. Reduce -1.9% 0.20% −0.02
DE Deere & Co. Reduce -1.5% 0.23% +0.00
JPM JPMorgan Chase & Co. Reduce -2.0% 1.31% +0.00
UNP Union Pacific Corp. Reduce -2.5% 0.60% +0.01
QCOM Qualcomm Inc. Reduce -21.1% 0.27% +0.01
GOOGL Alphabet Inc. Class A Reduce -10.5% 0.50% +0.01
VXUS Vanguard Total Intl Stock Reduce -0.6% 3.66% +0.04
UNH Unitedhealth Group Inc. Reduce -3.0% 0.34% +0.09
AAPL Apple Inc. Reduce -0.8% 2.79% +0.10
IWR iShares Russell Mid-Cap ETF Reduce -0.3% 3.29% +0.12
GOOG Alphabet Inc. Class C Reduce -2.0% 1.82% +0.17
IWM iShares Russell 2000 ETF Reduce -3.2% 2.55% +0.18
CSCO Cisco Systems Inc. Reduce -5.0% 0.77% +0.19
IVV iShares Core S&P 500 ETF Reduce -1.4% 25.82% +0.90

Portfolio Buys Q1 2026 → Q2 2026
TRV The Travelers Cos Inc. Add +614.5% 0.94% +0.81
XLK SS Technology Select Sector Add +0.1% 2.57% +0.62
IJR iShares Core S&P Small-Cap E Add +0.0% 1.73% +0.15
CRS Carpenter Technology New 0.14% +0.14
INTC Intel Corp. New 0.12% +0.12
VGT Vanguard Info Tech ETF New 0.12% +0.12
IJH iShares Core S&P Midcap ETF Add +0.1% 2.46% +0.11
VTIP Vanguard Short-Term Tips Add +3.9% 2.76% −0.12
AGG iShares Core U.S. Aggregate Add +6.0% 7.15% −0.23
BND Vanguard Total Bond Market Add +5.6% 7.21% −0.26
BSV Vanguard Short-Term Bond ETF Add +4.8% 7.32% −0.35

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 69$181.8MIVV, BSV, BND, AGG, VXUS
Q1 2026 67$166.6MIVV, BSV, BND, AGG, VXUS
Q4 2025 66$170.8MIVV, BSV, BND, AGG, MSFT
Q3 2025 69$168.4MIVV, BSV, BND, AGG, MSFT
Q2 2025 65$154.6MIVV, BSV, BND, AGG, MSFT
Q1 2025 62$149.0MIVV, BSV, BND, AGG, MSFT
Q4 2024 68$148.5MIVV, BSV, AGG, BND, MSFT