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CIK: 0001546967
Total reported value
$598.4M
$598.4M
120 檔
19.1%
In Q3 2025, Iowa State Bank's U.S. equity holdings reached a combined market value of $598.4M, distributed across 120 disclosed stock positions.
In Q3 2025, Iowa State Bank adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 6 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including IEFA, IJH, MSFT) accounted for 19.1% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.35% | -0.05% | +16.36% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.76% | +0.22% | +2.28% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.98% | -0.24% | -0.99% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.87% | -0.19% | -4.08% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.81% | +0.06% | -2.16% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.65% | +0.22% | -10.41% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.05% | +0.13% | -2.12% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.71% | +0.33% | -1.85% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.63% | +0.41% | +20.09% | |
| 10 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 2.62% | -0.36% | +5.01% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 2.23% | +0.09% | -2.24% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.00% | +0.05% | -1.25% | |
| 13 | MS | Morgan Stanley | Stock-Financials | 1.82% | +0.06% | -4.62% | |
| 14 | CSCO | Cisco Systems Inc | Stock-Tech | 1.72% | +0.54% | -1.05% | |
| 15 | ORCL | Oracle CORP | Stock-Tech | 1.69% | -0.10% | -5.73% | |
| 16 | EMR | Emerson Electric Co | Stock-Industrials | 1.61% | -0.01% | -6.24% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.61% | -0.04% | -19.88% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.58% | -0.09% | -0.66% | |
| 19 | CAH | Cardinal Health Inc | Stock-Healthcare | 1.42% | +0.03% | -5.65% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.40% | -0.57% | +18.90% | |
| 21 | ETN | Eaton Corporation plc | Stock-Industrials | 1.38% | +0.11% | -7.83% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.32% | -0.08% | -16.68% | |
| 23 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.31% | +0.03% | — | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.28% | +0.04% | +0.48% | |
| 25 | IBM | Intl Business Machines CORP | Stock-Tech | 1.26% | +0.07% | -1.76% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 1.21% | -0.43% | -4.01% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 1.18% | +0.01% | -3.44% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.15% | -0.37% | -1.50% | |
| 29 | RTX | Rtx CORP | Stock-Industrials | 1.14% | -0.12% | -3.66% | |
| 30 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.05% | -0.28% | +1.74% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 1.04% | +0.11% | -9.29% | |
| 32 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.00% | -0.04% | — | |
| 33 | DUK | Duke Energy CORP | Stock-Utilities | 0.97% | -0.11% | +86.29% | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.96% | +0.05% | +0.61% | |
| 35 | PRU | Prudential Financial Inc | Stock-Financials | 0.91% | -0.09% | +1.05% | |
| 36 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.89% | -0.07% | +44.60% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.88% | -0.19% | -7.82% | |
| 38 | CRM | Salesforce Inc | Stock-Tech | 0.88% | -0.16% | -5.99% | |
| 39 | CAT | Caterpillar Inc | Stock-Industrials | 0.84% | +0.43% | -2.46% | |
| 40 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.83% | -0.17% | +24.03% | |
| 41 | BLK | Blackrock Inc | Stock-Financials | 0.82% | -0.05% | -0.46% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.81% | +0.16% | -0.02% | |
| 43 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.79% | +0.58% | -6.89% | |
| 44 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.79% | -0.06% | +36.79% | |
| 45 | TFC | Truist Financial CORP | Stock-Financials | 0.78% | -0.02% | +0.53% | |
| 46 | MET | Metlife Inc | Stock-Financials | 0.75% | +0.02% | +0.31% | |
| 47 | ICE | Intercontinental Exchange In | Stock-Financials | 0.71% | -0.19% | -12.12% | |
| 48 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.63% | -0.08% | -1.47% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.60% | -0.12% | -0.51% | |
| 50 | AMT | American Tower CORP | Stock-Real Estate | 0.56% | -0.07% | -2.13% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.1% | +20.09% | Add |
| 2 | NVDA | Nvidia CORP | +1.1% | -2.12% | Trim |
| 3 | IEFA | Ishares Core Msci Eafe ETF | +0.8% | +16.36% | Add |
| 4 | MSFT | Microsoft CORP | +0.7% | -0.99% | Trim |
| 5 | ORCL | Oracle CORP | +0.7% | -5.73% | Trim |
| 6 | PLTR | Palantir Technologies Inc-a | +0.5% | +1.74% | Add |
| 7 | AVGO | Broadcom Inc | +0.4% | -9.29% | Trim |
| 8 | DUK | Duke Energy CORP | +0.4% | +86.29% | Add |
| 9 | JPM | Jpmorgan Chase & Co | +0.3% | -4.08% | Trim |
| 10 | DIS | Walt Disney Co/the | +0.2% | +36.79% | Add |
| 11 | MS | Morgan Stanley | +0.2% | -4.62% | Trim |
| 12 | YUM | Yum! Brands Inc | +0.2% | +44.60% | Add |
| 13 | IEMG | Ishares Core Msci Emerging | +0.2% | -1.85% | Trim |
| 14 | HON | Honeywell International Inc | +0.2% | -0.51% | Add |
| 15 | BAC | Bank Of America CORP | +0.1% | +0.61% | Add |
| 16 | WM | Waste Management Inc | +0.1% | +0.50% | Add |
| 17 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +2.28% | Add |
| 18 | RTX | Rtx CORP | +0.1% | -3.66% | Trim |
| 19 | JNJ | Johnson & Johnson | +0.1% | +0.69% | Add |
| 20 | BLK | Blackrock Inc | +0.1% | -0.46% | Trim |
| 21 | AMZN | Amazon.com Inc | +0.1% | -1.25% | Trim |
| 22 | VZ | Verizon Communications Inc | +0.1% | +24.03% | Add |
| 23 | AAPL | Apple Inc | 0% | -2.16% | Trim |
| 24 | XOM | Exxon Mobil CORP | — | +18.90% | Add |
| 25 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | — | Unchanged |
| 26 | ETN | Eaton Corporation plc | 0% | -7.83% | Trim |
| 27 | CSCO | Cisco Systems Inc | 0% | -1.05% | Trim |
| 28 | SPHY | Ss Spdr P High Yield ETF | -0.1% | +5.01% | Add |
| 29 | ABBV | Abbvie Inc | -0.1% | -2.24% | Trim |
| 30 | AGG | Ishares Core U.s. Aggregate | -0.2% | -11.30% | Trim |
| 31 | BMY | Bristol-myers Squibb Co | -0.2% | -0.65% | Trim |
| 32 | IJR | Ishares Core S&p Small-cap E | -0.3% | -10.41% | Trim |
| 33 | PEP | Pepsico Inc | -0.3% | -7.82% | Trim |
| 34 | CRM | Salesforce Inc | -0.3% | -5.99% | Trim |
| 35 | PG | Procter & Gamble Co/the | -0.3% | -1.50% | Trim |
| 36 | CVX | Chevron CORP | -0.3% | -4.01% | Trim |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | -0.66% | Trim |
| 38 | QCOM | Qualcomm Inc | -0.5% | -13.14% | Trim |
| 39 | MRK | Merck & Co. Inc. | -0.5% | -87.96% | Trim |
| 40 | UPS | United Parcel Service-cl B | -0.8% | -33.47% | Trim |
| 41 | T | At&t Inc | — | NEW | New buy |
| 42 | ADI | Analog Devices Inc | — | NEW | New buy |
| 43 | COP | Conocophillips | — | EXIT | Sold out |
| 44 | OMC | Omnicom Group | — | EXIT | Sold out |
| 45 | NSC | Norfolk Southern CORP | — | NEW | New buy |
| 46 | ✓ | Community State Bank Capital Stock | — | EXIT | Sold out |
| 47 | BBWI | Bath & Body Works Inc | — | NEW | New buy |
| 48 | DOW | Dow Inc | — | EXIT | Sold out |
| 49 | PGX | Invesco Preferred ETF | — | EXIT | Sold out |
| 50 | ✓ | Loymar LTD Stock | — | EXIT | Sold out |
According to official SEC Form 13F filings, Iowa State Bank reported a total U.S. public equity portfolio value of $598.4M across 120 disclosed positions in Q3 2025.
During Q3 2025, Iowa State Bank's top holdings by market value included IEFA (5.3%)、IJH (4.8%)、MSFT (4.0%). The largest single position, IEFA, represented 5.3% 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
T
市值: $2.5M
Top Position Liquidated / Trimmed
COP
前期市值: $2.3M
In Q3 2025, Iowa State Bank made 49 total portfolio adjustments, initiating 4 new buys, adding to 14 positions, trimming 25 holdings, and fully liquidating 6 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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