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CIK: 0001132651
Total reported value
$181.8M
$181.8M
68 檔
38.0%
At the close of Q4 2024, Ames National CORP disclosed equity holdings valued at approximately $181.8M, spread across 68 reported holdings.
During Q4 2024, Ames National CORP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IVV, BSV, AGG) accounted for 38.0% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 20.34% | +0.90% | — | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 7.14% | -0.35% | — | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.86% | -0.23% | — | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 6.81% | -0.27% | — | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 5.34% | -0.29% | — | |
| 6 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 3.68% | +0.12% | — | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.21% | +0.10% | — | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.90% | -0.12% | — | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.86% | +0.04% | — | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.70% | +0.18% | — | |
| 11 | ✓ | Goeppinger Enterprises Inc | Stock-Other | 2.25% | -0.17% | — | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 2.25% | -0.12% | — | |
| 13 | XLK | Ss Technology Select Sector | ETF-Tech | 2.15% | +0.62% | — | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.00% | +0.11% | — | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.75% | +0.12% | — | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.49% | +0.01% | — | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.40% | -0.15% | — | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.38% | +0.18% | — | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.28% | -0.09% | — | |
| 20 | ADP | Automatic Data Processing | Stock-Tech | 1.18% | -0.05% | — | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.11% | -0.18% | — | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.09% | +0.15% | — | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.07% | +0.02% | — | |
| 24 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.06% | +0.81% | — | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.03% | -0.05% | — | |
| 26 | UNP | Union Pacific CORP | Stock-Industrials | 0.89% | +0.01% | — | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.87% | -0.30% | — | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.74% | +0.09% | — | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.66% | -0.23% | — | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.65% | -0.01% | — | |
| 31 | PFF | Ishares Preferred & Income S | ETF-Other | 0.62% | -0.05% | — | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.60% | -0.10% | — | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.58% | +0.18% | — | |
| 34 | BLK | Blackrock Inc | Stock-Financials | 0.51% | -0.03% | — | |
| 35 | GD | General Dynamics CORP | Stock-Industrials | 0.49% | -0.02% | — | |
| 36 | BX | Blackstone Inc | Stock-Financials | 0.46% | -0.02% | — | |
| 37 | QCOM | Qualcomm Inc | Stock-Tech | 0.45% | +0.01% | — | |
| 38 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.45% | -0.06% | — | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.43% | -0.07% | — | |
| 40 | AMGN | Amgen Inc | Stock-Healthcare | 0.39% | -0.01% | — | |
| 41 | PPG | Ppg Industries Inc | Stock-Materials | 0.37% | +0.01% | — | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.36% | +0.01% | — | |
| 43 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.35% | — | — | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.35% | +0.02% | — | |
| 45 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.32% | -0.05% | — | |
| 46 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.32% | — | — | |
| 47 | SYY | Sysco CORP | Stock-Consumer Staples | 0.32% | -0.04% | — | |
| 48 | DE | Deere & Co | Stock-Industrials | 0.30% | +0.01% | — | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.29% | -0.01% | — | |
| 50 | PFE | Pfizer Inc | Stock-Healthcare | 0.29% | -0.07% | — |
According to official SEC Form 13F filings, Ames National CORP reported a total U.S. public equity portfolio value of $181.8M across 68 disclosed positions in Q4 2024.
During Q4 2024, Ames National CORP's top holdings by market value included IVV (20.3%)、BSV (7.1%)、AGG (6.9%). The largest single position, IVV, represented 20.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q4 2024, Ames National CORP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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