IS
Iowa State Bank
分散投資型モメンタム追随型ハイクオリティ型
申告総資産額
$5.4億
報告対象四半期: 2026-03-31 · 銘柄数: 124
Iowa State Bankは最新の13F報告書で124件の保有を開示しました。申告期間は2026-03-31、保有総時価額は約$5.4億、四半期回転率は19.3%です。
機関パーソナリティ・スノーフレーク
- 集中度
- 8.97
- 回転率
- 19.33
- モメンタム／逆張り
- 100
- セクター集中度
- 44.31
- 多様性
- 100
- ポジション規律
- 87.21
直近の動向
増加 SPHY
+133.4% $1835.5万
減少 IJR
-36.0% -$644.5万
増加 IWM
+832.0% $638.2万
減少 MSFT
+0.4% -$449.2万
増加 IEMG
+30.2% $504.1万
増加 XOM
+8.4% $408.0万
保有マップ
新規購入増加変化なし減少
上位10銘柄の比率
今四半期の全保有銘柄
上位117銘柄を表示中（全124銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 5.98% | +3.33% | +133.39% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.75% | +0.32% | +6.66% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.73% | — | -1.44% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.57% | +0.88% | +30.24% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.55% | -0.30% | +2.79% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.55% | -0.46% | -3.36% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.18% | -0.53% | -5.02% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 2.99% | — | +5.21% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.74% | -0.90% | +0.38% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.32% | -1.26% | -36.00% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.17% | +0.72% | +8.41% | |
| 12 | CSCO | Cisco Systems INC | 株式-IT | 1.90% | — | +2.04% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.82% | -0.28% | -2.43% | |
| 14 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.81% | -0.35% | -10.01% | |
| 15 | MS | Morgan Stanley | 株式-金融 | 1.79% | -0.19% | -0.89% | |
| 16 | CVX | Chevron CORP | 株式-エネルギー | 1.60% | +0.47% | +5.71% | |
| 17 | EMR | Emerson Electric Co | 株式-資本財 | 1.53% | — | -1.46% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.50% | +0.07% | -9.63% | |
| 19 | CAH | Cardinal Health INC | 株式-ヘルスケア | 1.48% | -0.34% | -19.31% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.40% | — | +15.21% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.37% | -0.18% | -5.51% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.31% | +1.17% | +832.04% | |
| 23 | ETN | Eaton Corporation plc | 株式-資本財 | 1.27% | +0.12% | -0.13% | |
| 24 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.27% | — | — | |
| 25 | RTX | Rtx CORP | 株式-資本財 | 1.24% | — | -1.15% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.19% | -0.14% | -4.63% | |
| 27 | CAT | Caterpillar INC | 株式-資本財 | 1.16% | +0.19% | -1.82% | |
| 28 | IBM | Intl Business Machines CORP | 株式-IT | 1.11% | -0.16% | +9.12% | |
| 29 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.01% | — | +20.47% | |
| 30 | AVGO | Broadcom INC | 株式-IT | 1.01% | — | +6.85% | |
| 31 | DUK | Duke Energy CORP | 株式-公益事業 | 1.01% | +0.12% | +3.79% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.96% | -0.21% | -2.78% | |
| 33 | ORCL | Oracle CORP | 株式-IT | 0.96% | -0.20% | +11.68% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.95% | — | -6.14% | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.93% | — | — | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.91% | — | -0.08% | |
| 37 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.88% | — | +0.23% | |
| 38 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.87% | -0.27% | -9.16% | |
| 39 | PRU | Prudential Financial INC | 株式-金融 | 0.84% | -0.12% | +3.56% | |
| 40 | BAC | Bank Of America CORP | 株式-金融 | 0.84% | -0.14% | -1.89% | |
| 41 | VZ | Verizon Communications INC | 株式-通信サービス | 0.83% | +0.10% | -6.17% | |
| 42 | CRM | Salesforce INC | 株式-IT | 0.66% | -0.24% | +6.27% | |
| 43 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.65% | -0.13% | +0.71% | |
| 44 | ICE | Intercontinental Exchange In | 株式-金融 | 0.64% | — | -0.14% | |
| 45 | PANW | Palo Alto Networks INC | 株式-IT | 0.63% | -0.09% | +2.87% | |
| 46 | BLK | Blackrock INC | 株式-金融 | 0.62% | -0.10% | -2.08% | |
| 47 | AMGN | Amgen INC | 株式-ヘルスケア | 0.62% | — | -1.09% | |
| 48 | TFC | Truist Financial CORP | 株式-金融 | 0.61% | -0.20% | -17.72% | |
| 49 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.61% | +0.61% | NEW | |
| 50 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.58% | — | -0.40% |
1–50 of 117
申告時価額推移
セクター配分
過去のセクター分布推移
四半期履歴概要
| 四半期 | 銘柄数 | 時価総額 | 安定性 | 主要銘柄 |
|---|---|---|---|---|
| 2026-03-31 | 124 | $5.4億 | 19 | |
| 2025-12-31 | 126 | $5.3億 | 8 | |
| 2025-09-30 | 126 | $5.3億 | 22 | |
| 2025-06-30 | 125 | $5.0億 | 0 | |
| 2025-03-31 | 120 | $4.7億 | 100 | |
| 2024-12-31 | 108 | $4.8億 | 0 | |
| 2024-09-30 | 112 | $4.9億 | 0 | |
| 2024-06-30 | 106 | $4.5億 | 0 | |
| 2024-03-31 | 131 | $4.5億 | 0 | |
| 2023-12-31 | 138 | $4.2億 | 0 | |
| 2023-09-30 | 136 | $3.9億 | 0 | |
| 2023-06-30 | 140 | $4.0億 | 0 | |
| 2023-03-31 | 143 | $4.0億 | 0 | |
| 2022-12-31 | 168 | $4.0億 | 0 | |
| 2022-09-30 | 171 | $3.5億 | 0 | |
| 2022-06-30 | 166 | $3.8億 | 0 | |
| 2022-03-31 | 177 | $4.3億 | 0 | |
| 2021-12-31 | 164 | $4.2億 | 0 | |
| 2021-09-30 | 158 | $3.6億 | 0 | |
| 2021-06-30 | 160 | $3.6億 | 97 | |
| 2021-03-31 | 163 | $3.3億 | 19 | |
| 2020-12-31 | 162 | $3.0億 | 18 | |
| 2020-09-30 | 155 | $2.6億 | 19 | |
| 2020-06-30 | 111 | $2.3億 | 25 | |
| 2020-03-31 | 121 | $2.1億 | 31 | |
| 2019-12-31 | 134 | $2.8億 | 11 | |
| 2019-09-30 | 130 | $2.6億 | 21 | |
| 2019-06-30 | 106 | $2.2億 | 8 | |
| 2019-03-31 | 103 | $2.2億 | 12 | |
| 2018-12-31 | 101 | $2.0億 | 17 | |
| 2018-09-30 | 101 | $2.2億 | 11 | |
| 2018-06-30 | 102 | $2.1億 | 16 | |
| 2018-03-31 | 98 | $2.1億 | 11 | |
| 2017-12-31 | 96 | $2.2億 | 11 | |
| 2017-09-30 | 94 | $2.1億 | 9 | |
| 2017-06-30 | 95 | $2.1億 | 10 | |
| 2017-03-31 | 90 | $2.0億 | 11 | |
| 2016-12-31 | 85 | $1.9億 | 11 | |
| 2016-09-30 | 90 | $1.9億 | 12 | |
| 2016-06-30 | 93 | $1.8億 | 11 | |
| 2016-03-31 | 95 | $1.8億 | 14 | |
| 2015-12-31 | 86 | $1.7億 | 19 | |
| 2015-09-30 | 83 | $1.5億 | 13 | |
| 2015-06-30 | 80 | $1.6億 | 5 | |
| 2015-03-31 | 79 | $1.6億 | 11 | |
| 2014-12-31 | 77 | $1.6億 | 8 | |
| 2014-09-30 | 74 | $1.5億 | 6 | |
| 2014-06-30 | 74 | $1.5億 | 7 | |
| 2014-03-31 | 74 | $1.4億 | 6 | |
| 2013-12-31 | 71 | $1.4億 | 12 | |
| 2013-09-30 | 75 | $1.3億 | 8 | |
| 2013-06-30 | 76 | $1.2億 | 0 |
今四半期の持株変動
Iowa State Bankの2026-03-31時点における主要なポジション変更： 新規購入: Coca-cola Co/the (KO); 全売却: Eog Resources INC (EOG); 新規購入: Netflix INC (NFLX); 全売却: Paypal Holdings INC (PYPL); 新規購入: Micron Technology INC (MU).
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SPHY | Ss Spdr P High Yield ETF | +3.3% | +133.39% | 増加 |
| 2 | IWM | Ishares Russell 2000 ETF | +1.2% | +832.04% | 増加 |
| 3 | IEMG | Ishares Core Msci Emerging | +0.9% | +30.24% | 増加 |
| 4 | XOM | Exxon Mobil CORP | +0.7% | +8.41% | 増加 |
| 5 | CVX | Chevron CORP | +0.5% | +5.71% | 増加 |
| 6 | 6D8 | Dupont De Nemours INC | +0.4% | +163.89% | 増加 |
| 7 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +6.66% | 増加 |
| 8 | CAT | Caterpillar INC | +0.2% | -1.82% | 減少 |
| 9 | DUK | Duke Energy CORP | +0.1% | +3.79% | 増加 |
| 10 | ETN | Eaton Corporation plc | +0.1% | -0.13% | 減少 |
| 11 | VZ | Verizon Communications INC | +0.1% | -6.17% | 減少 |
| 12 | ADI | Analog Devices INC | +0.1% | +0.64% | 増加 |
| 13 | HON | Honeywell International INC | +0.1% | +1.15% | 増加 |
| 14 | T | At&t INC | +0.1% | +3.32% | 増加 |
| 15 | JNJ | Johnson & Johnson | +0.1% | -9.63% | 減少 |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.1% | -7.02% | 減少 |
| 17 | MDT | Medtronic plc | -0.1% | -20.76% | 減少 |
| 18 | PANW | Palo Alto Networks INC | -0.1% | +2.87% | 増加 |
| 19 | AGG | Ishares Core U.s. Aggregate | -0.1% | -18.98% | 減少 |
| 20 | BLK | Blackrock INC | -0.1% | -2.08% | 減少 |
| 21 | FCX | Freeport-mcmoran INC | -0.1% | -31.53% | 減少 |
| 22 | PRU | Prudential Financial INC | -0.1% | +3.56% | 増加 |
| 23 | BMY | Bristol-myers Squibb Co | -0.1% | -34.98% | 減少 |
| 24 | DIS | Walt Disney Co/the | -0.1% | +0.71% | 増加 |
| 25 | BAC | Bank Of America CORP | -0.1% | -1.89% | 減少 |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -4.63% | 減少 |
| 27 | IBM | Intl Business Machines CORP | -0.2% | +9.12% | 増加 |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -5.51% | 減少 |
| 29 | MS | Morgan Stanley | -0.2% | -0.89% | 減少 |
| 30 | TFC | Truist Financial CORP | -0.2% | -17.72% | 減少 |
| 31 | ORCL | Oracle CORP | -0.2% | +11.68% | 増加 |
| 32 | MET | Metlife INC | -0.2% | -20.67% | 減少 |
| 33 | V | Visa Inc-class A Shares | -0.2% | -2.78% | 減少 |
| 34 | CRM | Salesforce INC | -0.2% | +6.27% | 増加 |
| 35 | LLY | Eli Lilly & Co | -0.3% | -9.16% | 減少 |
| 36 | AMZN | Amazon.com INC | -0.3% | -2.43% | 減少 |
| 37 | JPM | Jpmorgan Chase & Co | -0.3% | +2.79% | 増加 |
| 38 | CAH | Cardinal Health INC | -0.3% | -19.31% | 減少 |
| 39 | ABBV | Abbvie INC | -0.4% | -10.01% | 減少 |
| 40 | AAPL | Apple INC | -0.5% | -3.36% | 減少 |
| 41 | GOOGL | Alphabet Inc-cl A | -0.5% | -5.02% | 減少 |
| 42 | MSFT | Microsoft CORP | -0.9% | +0.38% | 増加 |
| 43 | IJR | Ishares Core S&p Small-cap E | -1.3% | -36.00% | 減少 |
| 44 | KO | Coca-cola Co/the | — | NEW | 新規購入 |
| 45 | EOG | Eog Resources INC | — | EXIT | 全売却 |
| 46 | NFLX | Netflix INC | — | NEW | 新規購入 |
| 47 | PYPL | Paypal Holdings INC | — | EXIT | 全売却 |
| 48 | MU | Micron Technology INC | — | NEW | 新規購入 |
| 49 | NSC | Norfolk Southern CORP | — | EXIT | 全売却 |
| 50 | XLK | Ss Technology Select Sector | — | EXIT | 全売却 |
FAQ
Iowa State Bankとはどのような機関投資家ですか？
Iowa State Bankはの投資運用会社で、SEC フォーム 13F を四半期ごとに提出し、米国上場株式の保有状況を開示しています。直近の報告期間（2026-03-31）時点で、同社が追跡する株式ポートフォリオの評価額は約 $5.4億、124 件のポジションが開示されています。
Iowa State Bankの主要ポジションは何ですか？
最新の13Fファイリングによると、Iowa State Bankの時価総額上位の保有銘柄は以下の通りです：
1. Ss Spdr P High Yield ETF (SPHY) — $3248.1万 (6.0%)
2. Ishares Core Msci Eafe ETF (IEFA) — $3127.2万 (5.8%)
3. Ishares Core S&p Midcap ETF (IJH) — $2568.6万 (4.7%)
4. Ishares Core Msci Emerging (IEMG) — $1938.8万 (3.6%)
5. Jpmorgan Chase & Co (JPM) — $1928.1万 (3.5%)
Iowa State Bankは直近のファイリングでどのような変更を行いましたか？
直近の報告四半期において、Iowa State Bankは50件の主要なポジション調整を実施しました：3件の新規ポジション開設、19件の保有増加、24件の一部売却、および4件の完全売却です。 その中でも特に大きな変動：新規購入: Coca-cola Co/the (KO); 全売却: Eog Resources INC (EOG); 新規購入: Netflix INC (NFLX); 全売却: Paypal Holdings INC (PYPL); 新規購入: Micron Technology INC (MU)
Iowa State Bankはどのセクターに重点を置いていますか？
現在開示されている株式ポートフォリオに基づくIowa State Bankの主要セクター配分は以下の通りです：
• Information Technology: 25.2%
• Financials: 18.3%
• Health Care: 13.4%
• Industrials: 10.6%
• Communication Services: 10.1%
• Consumer Discretionary: 6.7%