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CIK: 0001132651
Total reported value
$181.8M
$181.8M
69 檔
44.6%
The Q3 2025 SEC filing reveals that Ames National CORP held a total portfolio value of $181.8M, covering 69 public equity positions.
In Q3 2025, Ames National CORP adopted a defensive or profit-taking posture, trimming 34 positions and completely liquidating 1 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including IVV, BSV, BND) accounted for 44.6% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 23.32% | +0.90% | +6.16% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 6.75% | -0.35% | +4.64% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 6.45% | -0.27% | +3.25% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.41% | -0.23% | +2.81% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 5.17% | -0.29% | -2.35% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.42% | +0.04% | +4.74% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 3.34% | +0.12% | -2.95% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.74% | +0.10% | -0.55% | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.62% | -0.12% | +0.71% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.47% | +0.18% | -1.33% | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 2.23% | +0.62% | -1.33% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.00% | +0.11% | — | |
| 13 | ✓ | Goeppinger Enterprises Inc | Stock-Other | 1.98% | -0.17% | — | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 1.96% | -0.12% | -0.67% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.95% | +0.12% | +7.29% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.61% | +0.18% | +2.40% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.55% | +0.01% | -2.29% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.44% | -0.09% | +3.61% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.40% | -0.05% | — | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.29% | +0.15% | +8.28% | |
| 21 | ATLO | Ames National CORP | Stock-Other | 1.07% | -0.06% | +72.73% | |
| 22 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.06% | +0.81% | -0.31% | |
| 23 | ADP | Automatic Data Processing | Stock-Tech | 1.05% | -0.05% | +1.40% | |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.94% | -0.18% | -1.60% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.90% | -0.15% | -3.54% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.86% | -0.30% | +44.21% | |
| 27 | UNP | Union Pacific CORP | Stock-Industrials | 0.84% | +0.01% | — | |
| 28 | T | At&t Inc | Stock-Comm Services | 0.70% | -0.08% | +197.34% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.61% | -0.23% | — | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.60% | +0.18% | -0.82% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.59% | -0.10% | -1.57% | |
| 32 | WFC | Wells Fargo & Co | Stock-Financials | 0.55% | — | — | |
| 33 | BLK | Blackrock Inc | Stock-Financials | 0.51% | -0.03% | +10.46% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.46% | -0.01% | — | |
| 35 | QCOM | Qualcomm Inc | Stock-Tech | 0.42% | +0.01% | -3.29% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.41% | +0.01% | — | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.41% | -0.07% | +1.25% | |
| 38 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.40% | — | — | |
| 39 | BX | Blackstone Inc | Stock-Financials | 0.40% | -0.02% | — | |
| 40 | GD | General Dynamics CORP | Stock-Industrials | 0.40% | -0.02% | -28.94% | |
| 41 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.39% | — | — | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.39% | +0.09% | -13.57% | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.38% | -0.06% | +66.21% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | +0.02% | -66.19% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.35% | +0.02% | — | |
| 46 | PFF | Ishares Preferred & Income S | ETF-Other | 0.31% | -0.05% | -30.40% | |
| 47 | PPG | Ppg Industries Inc | Stock-Materials | 0.29% | +0.01% | — | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.28% | -0.01% | — | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.26% | -0.06% | -6.21% | |
| 50 | AFL | Aflac Inc | Stock-Financials | 0.26% | — | -3.72% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +3% | +6.16% | Add |
| 2 | ATLO | Ames National CORP | +0.6% | +72.73% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.5% | +2.40% | Add |
| 4 | T | At&t Inc | +0.4% | +197.34% | Add |
| 5 | MSFT | Microsoft CORP | +0.4% | -2.35% | Trim |
| 6 | WFC | Wells Fargo & Co | +0.4% | — | Add |
| 7 | VXUS | Vanguard Total Intl Stock | +0.3% | +4.74% | Add |
| 8 | XLK | Ss Technology Select Sector | +0.2% | -1.33% | Trim |
| 9 | IJR | Ishares Core S&p Small-cap E | +0.2% | +8.28% | Add |
| 10 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +7.29% | Add |
| 11 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | — | Unchanged |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Unchanged |
| 13 | VZ | Verizon Communications Inc | +0.1% | +66.21% | Add |
| 14 | IWM | Ishares Russell 2000 ETF | +0.1% | -1.33% | Trim |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -2.29% | Trim |
| 16 | CASY | Casey's General Stores Inc | +0.1% | — | Unchanged |
| 17 | NSC | Norfolk Southern CORP | 0% | — | Unchanged |
| 18 | BX | Blackstone Inc | 0% | — | Unchanged |
| 19 | RTX | Rtx CORP | 0% | — | Unchanged |
| 20 | BLK | Blackrock Inc | 0% | +10.46% | Trim |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 22 | DNP | Dnp Select Income Fund Inc | 0% | -32.95% | Add |
| 23 | WMT | Walmart Inc | 0% | -1.57% | Trim |
| 24 | DIS | Walt Disney Co/the | — | -4.64% | Trim |
| 25 | CSCO | Cisco Systems Inc | 0% | -0.82% | Add |
| 26 | VYM | Vanguard High Dvd Yield ETF | 0% | — | Unchanged |
| 27 | JNJ | Johnson & Johnson | 0% | +3.61% | Trim |
| 28 | NKE | Nike Inc -cl B | 0% | -6.28% | Trim |
| 29 | QCOM | Qualcomm Inc | 0% | -3.29% | Trim |
| 30 | ABT | Abbott Laboratories | 0% | — | Unchanged |
| 31 | PFE | Pfizer Inc | 0% | +0.06% | Add |
| 32 | APD | Air Products & Chemicals Inc | 0% | — | Unchanged |
| 33 | AFL | Aflac Inc | 0% | -3.72% | Trim |
| 34 | SYY | Sysco CORP | 0% | -3.93% | Trim |
| 35 | KO | Coca-cola Co/the | -0.1% | -3.03% | Trim |
| 36 | PPG | Ppg Industries Inc | -0.1% | — | Trim |
| 37 | AAPL | Apple Inc | -0.1% | -0.55% | Trim |
| 38 | LNT | Alliant Energy CORP | -0.1% | — | Trim |
| 39 | UNP | Union Pacific CORP | -0.1% | — | Add |
| 40 | V | Visa Inc-class A Shares | -0.1% | +1.25% | Trim |
| 41 | DE | Deere & Co | -0.1% | -3.85% | Trim |
| 42 | GD | General Dynamics CORP | -0.1% | -28.94% | Trim |
| 43 | XOM | Exxon Mobil CORP | -0.1% | — | Unchanged |
| 44 | TRV | Travelers Cos Inc/the | -0.1% | -0.31% | Trim |
| 45 | MRK | Merck & Co. Inc. | -0.1% | — | Trim |
| 46 | HD | Home Depot Inc | -0.1% | -0.67% | Trim |
| 47 | CVX | Chevron CORP | -0.2% | +44.21% | Add |
| 48 | IWR | Ishares Russell Mid-cap ETF | -0.2% | -2.95% | Trim |
| 49 | PEP | Pepsico Inc | -0.2% | -6.21% | Trim |
| 50 | ADP | Automatic Data Processing | -0.2% | +1.40% | Add |
According to official SEC Form 13F filings, Ames National CORP reported a total U.S. public equity portfolio value of $181.8M across 69 disclosed positions in Q3 2025.
During Q3 2025, Ames National CORP's top holdings by market value included IVV (23.3%)、BSV (6.8%)、BND (6.5%). The largest single position, IVV, represented 23.3% 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.
Top New Position Initiated
COP
市值: $358.2K
Top Position Liquidated / Trimmed
EMR
前期市值: $241.2K
In Q3 2025, Ames National CORP made 58 total portfolio adjustments, initiating 8 new buys, adding to 15 positions, trimming 34 holdings, and fully liquidating 1 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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