AMES NATIONAL CORP

Est. AUM

$166.6M

13F long equity, this entity only

Positions

120

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	iShares Core S&P 500 Index	CORE S&P500 ETF	$12.8M	19543	7.66%	DFND
2	Goeppinger Enterprises Inc	COM	$3.4M	1202	2.05%	DFND
3	State Street Technology Select Sector SPDR	STATE STREET TEC	$3.3M	24490	1.95%	DFND
4	Vanguard Short-Term Bond	SHORT TRM BOND	$2.8M	35642	1.68%	DFND
5	iShares Core US Aggregate Bond	CORE US AGGBD ET	$2.8M	27893	1.66%	DFND
6	Vanguard Total Bond Market	TOTAL BND MRKT	$2.7M	36144	1.60%	DFND
7	Vanguard Total International Stock	VG TL INTL STK F	$2.4M	30470	1.41%	DFND
8	Microsoft	COM	$1.8M	4830	1.07%	DFND
9	Apple	COM	$1.7M	6847	1.04%	DFND
10	Berkshire Hathaway B	CL B NEW	$1.7M	3654	1.04%	DFND
11	iShares Russell Mid-Cap Index	RUS MID CAP ETF	$1.7M	17519	1.02%	DFND
12	iShares Russell 2000 Index	RUSSELL 2000 ETF	$1.6M	6432	0.96%	DFND
13	iShares Core S&P Mid-Cap	CORE S&P MCP ETF	$1.4M	19988	0.81%	DFND
14	Travelers Companies	COM	$1.3M	4571	0.80%	DFND
15	Alphabet C	CAP STK CL C	$1.2M	4165	0.72%	DFND
16	Vanguard Short-Term Inflation-Protected Securities	STRM INFPROIDX	$1.2M	23310	0.70%	DFND
17	JPMorgan Chase	COM	$1.2M	3986	0.70%	DFND
18	Ames National	COM	$1.1M	39469	0.67%	DFND
19	Chevron	COM	$953K	4577	0.57%	DFND
20	iShares Core S&P Small-Cap	CORE S&P SCP ETF	$931K	7493	0.56%	DFND
21	Union Pacific	COM	$924K	3842	0.55%	DFND
22	Casey's General Stores	COM	$873K	1200	0.52%	DFND
23	Cisco Systems	COM	$808K	10407	0.48%	DFND
24	McDonald's	COM	$760K	2446	0.46%	DFND
25	Merck	COM	$759K	6312	0.46%	DFND
26	Home Depot	COM	$687K	2110	0.41%	DFND
27	Exxon Mobil	COM	$685K	4016	0.41%	DFND
28	General Dynamics	COM	$605K	1762	0.36%	DFND
29	Johnson & Johnson	COM	$554K	2276	0.33%	DFND
30	State Street SPDR S&P 500	TR UNIT	$538K	828	0.32%	DFND
31	PPG Industries	COM	$488K	4570	0.29%	DFND
32	Procter & Gamble	COM	$477K	3306	0.29%	DFND
33	Wal-Mart	COM	$422K	3392	0.25%	DFND
34	Visa	COM CL A	$416K	1381	0.25%	DFND
35	Aflac	COM	$405K	3690	0.24%	DFND
36	Norfolk Southern Corp	COM	$368K	1300	0.22%	DFND
37	Abbvie Inc	COM	$311K	1465	0.19%	DFND
38	Vanguard High Dividend Yield	HIGH DIV YLD	$311K	2100	0.19%	DFND
39	UnitedHealth Group	COM	$307K	1135	0.18%	DFND
40	RTX Corporation	COM	$301K	1560	0.18%	DFND
41	BlackRock	COM	$300K	312	0.18%	DFND
42	iShares Preferred and Income Securities	PFD AND INCM SEC	$285K	9400	0.17%	DFND
43	PepsiCo	COM	$271K	1746	0.16%	DFND
44	Verizon Communications	COM	$250K	4982	0.15%	DFND
45	Qualcomm	COM	$237K	1843	0.14%	DFND
46	Wells Fargo & Co	COM	$232K	3000	0.14%	DFND
47	KLA Corporation	COM NEW	$221K	150	0.13%	DFND
48	Automatic Data Processing	COM	$220K	1081	0.13%	DFND
49	Alliant Energy	COM	$217K	3032	0.13%	DFND
50	Travelers Companies	COM	$212K	726	0.13%	DFND

1–50 of 67

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.