AI Portfolio Summary
In 2025 Q4, AMES NATIONAL CORP maintained a portfolio of 71 distinct positions. They heavily accumulated shares in iShares Core S&P 500, increasing their position by 6.1%. Conversely, AMES NATIONAL CORP completely exited their position in Stryker.
Total Positions
71
Quarter
2025 Q4
Top Holding
IVV (25.0%)
Top 10 Concentration
64.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 71
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
iShares Core S&...
|
ETF | 24.96% | 23.32% |
#1
Prev: #1
|
10.0 | 3,562 | 6.1% |
P
S
|
62,254 | $42,640,255 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BSV
Vanguard Short-...
|
Bond/Debt | 6.93% | 6.75% |
#2
Prev: #2
|
4.8 | 5,939 | 4.1% |
P
S
|
150,086 | $11,828,278 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BND
Vanguard Total ...
|
ETF | 6.69% | 6.45% |
#3
Prev: #3
|
4.7 | 8,215 | 5.6% |
P
S
|
154,369 | $11,434,112 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AGG
iShares Core US...
|
ETF | 6.66% | 6.41% |
#4
Prev: #4
|
4.7 | 6,079 | 5.6% |
P
S
|
113,858 | $11,372,137 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
Microsoft
|
Unknown | 4.47% | 5.17% |
#5
Prev: #5
|
1.8 | -1,038 | -6.2% |
P
S
|
15,783 | $7,632,974 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VXUS
Vanguard Total ...
|
Bond/Debt | 3.47% | 3.42% |
#6
Prev: #6
|
3.4 | 325 | 0.4% |
P
S
|
78,640 | $5,932,602 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWR
iShares Russell...
|
ETF | 3.10% | 3.34% |
#7
Prev: #7
|
1.3 | -3,140 | -5.4% |
P
S
|
55,062 | $5,300,819 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
Apple
|
Unknown | 2.81% | 2.74% |
#8
Prev: #8
|
1.1 | -453 | -2.5% |
P
S
|
17,681 | $4,806,656 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTIP
Vanguard Short-...
|
ETF | 2.62% | 2.62% |
#9
Prev: #9
|
3.1 | 3,300 | 3.8% |
P
S
|
90,564 | $4,479,295 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWM
iShares Russell...
|
ETF | 2.32% | 2.47% |
#10
Prev: #10
|
0.9 | -1,100 | -6.4% |
P
S
|
16,122 | $3,968,592 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJH
iShares Core S&...
|
ETF | 2.14% | 1.95% |
#11
4
Prev: #15
|
2.9 | 4,945 | 9.8% |
P
S
|
55,355 | $3,653,430 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLK
State Street Te...
|
Unknown | 2.06% | 2.23% |
#12
1
Prev: #11
|
3.1 | 11,165 | 83.8% |
P
S
|
24,490 | $3,525,825 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTI
Vanguard Total ...
|
ETF | 2.01% | 2.00% |
#13
1
Prev: #12
|
0.8 | -39 | -0.4% |
P
S
|
10,230 | $3,429,812 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
N/A
Goeppinger Ente...
|
—
|
Unknown | 2.00% | 1.98% |
#14
1
Prev: #13
|
0.8 | no change | no change |
P
S
|
1,202 | $3,421,180 | — | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
GOOG
Alphabet C
|
Unknown | 1.78% | 1.61% |
#15
1
Prev: #16
|
0.8 | -1,430 | -12.9% |
P
S
|
9,685 | $3,039,153 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HD
Home Depot
|
Unknown | 1.63% | 1.96% |
#16
2
Prev: #14
|
0.7 | -67 | -0.8% |
P
S
|
8,074 | $2,778,300 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JNJ
Johnson & Johns...
|
Unknown | 1.49% | 1.44% |
#17
1
Prev: #18
|
0.6 | -796 | -6.1% |
P
S
|
12,295 | $2,544,450 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMorgan Chase
|
Unknown | 1.46% | 1.55% |
#18
1
Prev: #17
|
0.6 | -566 | -6.8% |
P
S
|
7,730 | $2,490,761 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJR
iShares Core S&...
|
ETF | 1.43% | 1.29% |
#19
1
Prev: #20
|
2.6 | 2,035 | 11.2% |
P
S
|
20,276 | $2,436,770 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
Berkshire Hatha...
|
Unknown | 1.38% | 1.40% |
#20
1
Prev: #19
|
0.6 | no change | no change |
P
S
|
4,674 | $2,349,386 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TRV
Travelers Compa...
|
Unknown | 1.03% | 1.06% |
#21
1
Prev: #22
|
0.4 | -335 | -5.2% |
P
S
|
6,052 | $1,755,444 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ADP
Automatic Data ...
|
Unknown | 0.90% | 1.05% |
#22
1
Prev: #23
|
0.4 | -70 | -1.2% |
P
S
|
5,953 | $1,531,291 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LNT
Alliant Energy
|
Unknown | 0.85% | 0.17% |
#23
39
Prev: #62
|
2.6 | 18,133 | 423.2% |
P
S
|
22,418 | $1,457,422 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MCD
McDonald's
|
Unknown | 0.80% | 0.94% |
#24
Prev: #24
|
0.4 | -780 | -14.9% |
P
S
|
4,455 | $1,361,582 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CVX
Chevron
|
Unknown | 0.80% | 0.86% |
#25
1
Prev: #26
|
0.3 | -430 | -4.6% |
P
S
|
8,932 | $1,361,327 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SYK
Stryker
|
Unknown | 0.00% | 0.16% |
Sold All 😨
(Was: #63) |
0.3 | -745 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVGO
Broadcom Inc
|
Unknown | 0.00% | 0.14% |
Sold All 😨
(Was: #64) |
0.3 | -700 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBM
International B...
|
Unknown | 0.00% | 0.13% |
Sold All 😨
(Was: #66) |
0.3 | -779 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KMB
Kimberly-Clark
|
Unknown | 0.00% | 0.12% |
Sold All 😨
(Was: #67) |
0.3 | -1,635 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DOW
Dow
|
Unknown | 0.00% | 0.05% |
Sold All 😨
(Was: #69) |
0.3 | -3,807 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 71 holdings