Ames National Corp.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Ames National Corp. reported 67 stock positions worth $166.6 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 24.9% of the portfolio, followed by Vanguard Short-Term Bond ETF (BSV, 7.7%) and Vanguard Total Bond Market (BND, 7.5%). Compared with Q4 2025, it opened 4 new positions, sold out of 3, added to 13 and reduced 31. The biggest buy was a new position in Whitehawk Therapeutics (WHWK) and the biggest sale Travelers Cos (TRV, shares −88%).
- Most Recent 13F
- Q2 2026
- Location
- AMES, IA
- CIK
- 0001132651
- Portfolio Value
- $166.6M (Q1 2026)
- SEC Filing
- 0001437749-26-016350 ↗ filed May 12, 2026
Holdings Value
Holdings 67 stocks · $166.6M
| IVV iShares Core S&P 500 ETF | 24.92% | 63,573 | $41.5M | Add +2.1% |
| BSV Vanguard Short-Term Bond ETF | 7.67% | 163,072 | $12.8M | Add +8.7% |
| BND Vanguard Total Bond Market | 7.48% | 169,234 | $12.5M | Add +9.6% |
| AGG iShares Core U.S. Aggregate | 7.38% | 123,843 | $12.3M | Add +8.8% |
| VXUS Vanguard Total Intl Stock | 3.62% | 78,170 | $6.0M | Reduce -0.6% |
| MSFT Microsoft Corp. | 3.52% | 15,856 | $5.9M | Add +0.5% |
| IWR iShares Russell Mid-Cap ETF | 3.17% | 54,312 | $5.3M | Reduce -1.4% |
| VTIP Vanguard Short-Term Tips | 2.88% | 96,244 | $4.8M | Add +6.3% |
| AAPL Apple Inc. | 2.69% | 17,681 | $4.5M | No change |
| IWM iShares Russell 2000 ETF | 2.37% | 15,920 | $3.9M | Reduce -1.3% |
| IJH iShares Core S&P Midcap ETF | 2.34% | 57,816 | $3.9M | Add +4.5% |
| GOEPPINGER ENTERPRISES INC | 2.05% | 1,202 | $3.4M | No change |
| VTI VG Morningstar TS MKT ETF-US | 1.96% | 10,169 | $3.3M | Reduce -0.6% |
| XLK SS Technology Select Sector | 1.95% | 24,490 | $3.3M | No change |
| GOOG Alphabet Inc. Class C | 1.64% | 9,545 | $2.7M | Reduce -1.4% |
| JNJ Johnson & Johnson | 1.63% | 11,096 | $2.7M | Reduce -9.8% |
| IJR iShares Core S&P Small-Cap E | 1.58% | 21,146 | $2.6M | Add +4.3% |
| HD Home Depot Inc. | 1.55% | 7,868 | $2.6M | Reduce -2.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.34% | 4,704 | $2.2M | Add +0.6% |
| JPM JPMorgan Chase & Co. | 1.30% | 7,405 | $2.2M | Reduce -4.2% |
| CVX Chevron Corp. | 1.06% | 8,492 | $1.8M | Reduce -4.9% |
| XOM Exxon Mobil Corp. | 0.89% | 8,765 | $1.5M | No change |
| MCD McDonald's Corp. | 0.83% | 4,455 | $1.4M | No change |
| WHWK Whitehawk Therapeutics Inc. | 0.80% | 4,571 | $1.3M | New |
| ATLO Ames National Corp. | 0.79% | 46,557 | $1.3M | Reduce -20.5% |
| PG The Procter & Gamble Co. | 0.76% | 8,777 | $1.3M | Reduce -5.6% |
| ADP Automatic Data Processing | 0.69% | 5,683 | $1.2M | Reduce -4.5% |
| WMT Walmart Inc. | 0.59% | 7,973 | $991K | Reduce -5.3% |
| UNP Union Pacific Corp. | 0.59% | 4,082 | $983K | Reduce -25.9% |
| CSCO Cisco Systems Inc. | 0.59% | 12,606 | $978K | No change |
| MRK Merck & Co. Inc. | 0.57% | 7,854 | $944K | Reduce -3.1% |
| CASY Casey's General Stores Inc. | 0.52% | 1,200 | $873K | No change |
| GOOGL Alphabet Inc. Class A | 0.49% | 2,863 | $820K | No change |
| VOO Vanguard S&P 500 ETF | 0.41% | 1,148 | $685K | Add +7.3% |
| V Visa Inc. Class A | 0.38% | 2,082 | $628K | Add +7.3% |
| GD General Dynamics Corp. | 0.36% | 1,762 | $605K | No change |
| VYM Vanguard High DVD Yield ETF | 0.35% | 3,955 | $586K | No change |
| BLK BlackRock Inc. | 0.33% | 564 | $542K | Reduce -8.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.32% | 828 | $538K | Reduce -5.7% |
| PPG PPG Industries Inc. | 0.29% | 4,570 | $488K | No change |
| PEP Pepsico Inc. | 0.28% | 3,020 | $469K | Reduce -0.2% |
| BX Blackstone Inc. | 0.27% | 3,900 | $448K | No change |
| PFE Pfizer Inc. | 0.27% | 15,942 | $447K | Add +4.7% |
| QCOM Qualcomm Inc. | 0.26% | 3,414 | $440K | No change |
| RTX RTX Corp. | 0.26% | 2,228 | $430K | No change |
| UNH Unitedhealth Group Inc. | 0.25% | 1,516 | $410K | Reduce -2.1% |
| T AT&T Inc. | 0.24% | 14,037 | $407K | Reduce -66.4% |
| AFL Aflac Inc. | 0.24% | 3,690 | $405K | Reduce -5.0% |
| DE Deere & Co. | 0.22% | 663 | $374K | Add +2.8% |
| APD Air Products & Chemicals Inc. | 0.22% | 1,285 | $373K | No change |
| NSC Norfolk Southern Corp. | 0.22% | 1,300 | $368K | Reduce -40.9% |
| VZ Verizon Communications Inc. | 0.22% | 7,163 | $360K | Reduce -46.0% |
| KO The Coca-Cola Co. | 0.21% | 4,597 | $350K | Reduce -4.2% |
| SYY Sysco Corp. | 0.20% | 4,725 | $337K | Reduce -3.5% |
| ABBV Abbvie Inc. | 0.19% | 1,465 | $311K | No change |
| LNT Alliant Energy Corp. | 0.18% | 4,185 | $300K | Reduce -81.3% |
| NKE Nike Inc. Class B | 0.17% | 5,497 | $290K | Reduce -10.2% |
| PFF iShares Preferred & Income S | 0.17% | 9,400 | $285K | Reduce -19.1% |
| CAT Caterpillar Inc. | 0.16% | 383 | $271K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.15% | 2,524 | $243K | Reduce -1.9% |
| ABT Abbott Laboratories | 0.14% | 2,325 | $240K | No change |
| VEA Vanguard Ftse Developed ETF | 0.14% | 3,649 | $234K | No change |
| WFC Wells Fargo & Co. | 0.14% | 3,000 | $232K | Reduce -72.7% |
| KLAC KLA Corp. | 0.13% | 150 | $221K | New |
| SYK Stryker Corp. | 0.13% | 665 | $218K | New |
| TRV The Travelers Cos Inc. | 0.13% | 726 | $212K | Reduce -88.0% |
| AMGN Amgen Inc. | 0.13% | 595 | $209K | New |
Portfolio Sells Q4 2025 → Q1 2026
| TRV The Travelers Cos Inc. | Reduce -88.0% | 0.13% | −0.90 |
| LNT Alliant Energy Corp. | Reduce -81.3% | 0.18% | −0.67 |
| WFC Wells Fargo & Co. | Reduce -72.7% | 0.14% | −0.46 |
| T AT&T Inc. | Reduce -66.4% | 0.24% | −0.36 |
| COP Conocophillips | Sold out | 0.00% | −0.21 |
| ADP Automatic Data Processing | Reduce -4.5% | 0.69% | −0.20 |
| UNP Union Pacific Corp. | Reduce -25.9% | 0.59% | −0.16 |
| JPM JPMorgan Chase & Co. | Reduce -4.2% | 1.30% | −0.16 |
| NSC Norfolk Southern Corp. | Reduce -40.9% | 0.22% | −0.15 |
| GOOG Alphabet Inc. Class C | Reduce -1.4% | 1.64% | −0.14 |
| DNP DNP Select Income Fund Inc. | Sold out | 0.00% | −0.11 |
| VZ Verizon Communications Inc. | Reduce -46.0% | 0.22% | −0.10 |
| COF Capital One Financial Corp. | Sold out | 0.00% | −0.09 |
| HD Home Depot Inc. | Reduce -2.5% | 1.55% | −0.08 |
| BLK BlackRock Inc. | Reduce -8.1% | 0.33% | −0.06 |
| NKE Nike Inc. Class B | Reduce -10.2% | 0.17% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -2.1% | 0.25% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.6% | 1.96% | −0.05 |
| PFF iShares Preferred & Income S | Reduce -19.1% | 0.17% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.7% | 0.32% | −0.03 |
| DIS The Walt Disney Co. | Reduce -1.9% | 0.15% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -5.6% | 0.76% | −0.02 |
| SYY Sysco Corp. | Reduce -3.5% | 0.20% | −0.01 |
| AFL Aflac Inc. | Reduce -5.0% | 0.24% | −0.01 |
| ATLO Ames National Corp. | Reduce -20.5% | 0.79% | +0.00 |
| KO The Coca-Cola Co. | Reduce -4.2% | 0.21% | +0.01 |
| PEP Pepsico Inc. | Reduce -0.2% | 0.28% | +0.03 |
| WMT Walmart Inc. | Reduce -5.3% | 0.59% | +0.05 |
| IWM iShares Russell 2000 ETF | Reduce -1.3% | 2.37% | +0.05 |
| IWR iShares Russell Mid-Cap ETF | Reduce -1.4% | 3.17% | +0.07 |
| MRK Merck & Co. Inc. | Reduce -3.1% | 0.57% | +0.07 |
| JNJ Johnson & Johnson | Reduce -9.8% | 1.63% | +0.14 |
| VXUS Vanguard Total Intl Stock | Reduce -0.6% | 3.62% | +0.14 |
| CVX Chevron Corp. | Reduce -4.9% | 1.06% | +0.26 |
Portfolio Buys Q4 2025 → Q1 2026
| WHWK Whitehawk Therapeutics Inc. | New | 0.80% | +0.80 |
| BND Vanguard Total Bond Market | Add +9.6% | 7.48% | +0.78 |
| BSV Vanguard Short-Term Bond ETF | Add +8.7% | 7.67% | +0.75 |
| AGG iShares Core U.S. Aggregate | Add +8.8% | 7.38% | +0.72 |
| VTIP Vanguard Short-Term Tips | Add +6.3% | 2.88% | +0.26 |
| IJH iShares Core S&P Midcap ETF | Add +4.5% | 2.34% | +0.20 |
| IJR iShares Core S&P Small-Cap E | Add +4.3% | 1.58% | +0.15 |
| KLAC KLA Corp. | New | 0.13% | +0.13 |
| SYK Stryker Corp. | New | 0.13% | +0.13 |
| AMGN Amgen Inc. | New | 0.13% | +0.13 |
| DE Deere & Co. | Add +2.8% | 0.22% | +0.05 |
| PFE Pfizer Inc. | Add +4.7% | 0.27% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +7.3% | 0.41% | +0.02 |
| V Visa Inc. Class A | Add +7.3% | 0.38% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.6% | 1.34% | −0.03 |
| IVV iShares Core S&P 500 ETF | Add +2.1% | 24.92% | −0.05 |
| MSFT Microsoft Corp. | Add +0.5% | 3.52% | −0.95 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 69 | $181.8M | IVV, BSV, BND, AGG, VXUS |
| Q1 2026 | 67 | $166.6M | IVV, BSV, BND, AGG, VXUS |
| Q4 2025 | 66 | $170.8M | IVV, BSV, BND, AGG, MSFT |
| Q3 2025 | 69 | $168.4M | IVV, BSV, BND, AGG, MSFT |
| Q2 2025 | 65 | $154.6M | IVV, BSV, BND, AGG, MSFT |
| Q1 2025 | 62 | $149.0M | IVV, BSV, BND, AGG, MSFT |
| Q4 2024 | 68 | $148.5M | IVV, BSV, AGG, BND, MSFT |