Iowa State Bank

Est. AUM

$543.4M

13F long equity, this entity only

Positions

124

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	iShares Core MSCI EAFE ETF	Com	$31.3M	345430	5.75%	SOLE
2	iShares Core S&P Mid-Cap 400 Index ETF	Com	$25.7M	380367	4.73%	SOLE
3	iShares Core MSCI Emerging Mkts ETF	Com	$19.4M	277958	3.57%	SOLE
4	JP Morgan Chase & Co	Com	$19.3M	65546	3.55%	SOLE
5	Apple Inc	Com	$19.3M	75930	3.55%	SOLE
6	Alphabet Inc Class A	Com	$17.3M	60066	3.18%	SOLE
7	NVIDIA Corp	Com	$16.2M	93037	2.99%	SOLE
8	Microsoft Corp	Com	$14.9M	40250	2.74%	SOLE
9	Exxon Mobil Corp	Com	$11.8M	69558	2.17%	SOLE
10	Cisco Systems Inc	Com	$10.3M	132887	1.90%	SOLE
11	Amazon Inc	Com	$9.9M	47428	1.82%	SOLE
12	Abbvie Inc	Com	$9.9M	45326	1.81%	SOLE
13	Morgan Stanley	Com	$9.7M	59071	1.79%	SOLE
14	Chevron Corp	Com	$8.7M	41942	1.60%	SOLE
15	Emerson Electric Co	Com	$8.3M	63519	1.53%	SOLE
16	Johnson & Johnson	Com	$8.1M	33298	1.50%	SOLE
17	Cardinal Health Inc	Com	$8.1M	38179	1.48%	SOLE
18	Meta Platforms Inc	Com	$7.6M	13312	1.40%	SOLE
19	Berkshire Hathaway Inc Cl B	Com	$7.4M	15511	1.37%	SOLE
20	iShares Russell 2000 Index ETF	Com	$7.1M	28800	1.31%	SOLE
21	Eaton Corp PLC	Com	$6.9M	19285	1.27%	SOLE
22	State Street SPDR Dow Jones Indl Average	Com	$6.9M	14840	1.27%	SOLE
23	RTX Corporation	Com	$6.8M	35042	1.24%	SOLE
24	State Street SPDR S&P 500 ETF Trust	Com	$6.5M	9924	1.19%	SOLE
25	Caterpillar Inc	Com	$6.3M	8885	1.16%	SOLE
26	IBM Corp	Com	$6.0M	24885	1.11%	SOLE
27	Palantir Technologies Inc	Com	$5.5M	37694	1.01%	SOLE
28	Broadcom Inc	Com	$5.5M	17719	1.01%	SOLE
29	Duke Energy Corp	Com	$5.5M	41858	1.01%	SOLE
30	Visa Inc	Com	$5.2M	17351	0.96%	SOLE
31	Oracle Corp	Com	$5.2M	35398	0.96%	SOLE
32	Procter & Gamble Co	Com	$5.2M	35691	0.95%	SOLE
33	Berkshire Hathaway Inc Cl A	Com	$5.0M	7	0.93%	SOLE
34	Pepsico Inc	Com	$4.9M	31683	0.91%	SOLE
35	Yum Brands Inc	Com	$4.8M	30618	0.88%	SOLE
36	Eli Lilly & Co	Com	$4.7M	5138	0.87%	SOLE
37	Prudential Financial	Com	$4.6M	46953	0.84%	SOLE
38	Salesforce Inc	Com	$3.6M	19332	0.66%	SOLE
39	Walt Disney Company	Com	$3.5M	36668	0.65%	SOLE
40	Intercontinental Exchange Inc	Com	$3.5M	22060	0.64%	SOLE
41	Palo Alto Networks Inc	Com	$3.4M	21431	0.63%	SOLE
42	BlackRock, Inc.	Com	$3.4M	3525	0.62%	SOLE
43	Amgen Inc	Com	$3.4M	9526	0.62%	SOLE
44	Truist Financial Corp	Com	$3.3M	71793	0.61%	SOLE
45	Coca Cola Co	Com	$3.3M	43252	0.61%	SOLE
46	United Parcel Service	Com	$3.2M	32060	0.58%	SOLE
47	Analog Devices Inc	Com	$3.2M	9909	0.58%	SOLE
48	McDonalds Corp	Com	$3.1M	9944	0.57%	SOLE
49	Du Pont De Nemours Inc	Com	$3.1M	67257	0.57%	SOLE
50	Waste Management Inc	Com	$3.1M	13389	0.57%	SOLE

1–50 of 117

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