AMES NATIONAL CORP
68 holdingsFiling period: 2026-03-31Current AUM: $183.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&P 500 Index | 63.6K | $41.5M | $47.7M | 25.96% | +1.3K | 2026-03-31 |
| 2 | BSV | Vanguard Short-Term Bond | 163.1K | $12.8M | $12.6M | 6.88% | +13.0K | 2026-03-31 |
| 3 | BND | Vanguard Total Bond Market | 169.2K | $12.5M | $12.2M | 6.65% | +14.9K | 2026-03-31 |
| 4 | AGG | iShares Core US Aggregate Bond | 123.8K | $12.3M | $12.1M | 6.56% | +10.0K | 2026-03-31 |
| 5 | VXUS | Vanguard Total International Stock | 78.2K | $6.0M | $6.6M | 3.60% | -470 | 2026-03-31 |
| 6 | MSFT | Microsoft | 15.9K | $5.9M | $7.4M | 4.01% | +73 | 2026-03-31 |
| 7 | IWR | iShares Russell Mid-Cap Index | 54.3K | $5.3M | $6.0M | 3.24% | -750 | 2026-03-31 |
| 8 | VTIP | Vanguard Short-Term Inflation-Protected Securities | 96.2K | $4.8M | $4.8M | 2.60% | +5.7K | 2026-03-31 |
| 9 | AAPL | Apple | 17.7K | $4.5M | $5.5M | 2.97% | -- | 2026-03-31 |
| 10 | IWM | iShares Russell 2000 Index | 15.9K | $3.9M | $4.6M | 2.52% | -202 | 2026-03-31 |
| 11 | IJH | iShares Core S&P Mid-Cap | 57.8K | $3.9M | $4.4M | 2.37% | +2.5K | 2026-03-31 |
| 12 | — | Goeppinger Enterprises Inc | 1.2K | $3.4M | $3.4M | 1.86% | -- | 2026-03-31 |
| 13 | VTI | Vanguard Total Stock Market | 10.2K | $3.3M | $3.7M | 2.04% | -61 | 2026-03-31 |
| 14 | XLK | State Street Technology Select Sector SPDR | 24.5K | $3.3M | $4.3M | 2.34% | -- | 2026-03-31 |
| 15 | GOOG | Alphabet C | 9.5K | $2.7M | $3.4M | 1.85% | -140 | 2026-03-31 |
| 16 | JNJ | Johnson & Johnson | 11.1K | $2.7M | $2.8M | 1.55% | -1,199 | 2026-03-31 |
| 17 | IJR | iShares Core S&P Small-Cap | 21.1K | $2.6M | $3.1M | 1.67% | +870 | 2026-03-31 |
| 18 | HD | Home Depot | 7.9K | $2.6M | $2.6M | 1.42% | -206 | 2026-03-31 |
| 19 | BRK-B | Berkshire Hathaway B | 4.7K | $2.2M | $2.2M | 1.22% | +30 | 2026-03-31 |
| 20 | JPM | JPMorgan Chase | 7.4K | $2.2M | $2.6M | 1.41% | -325 | 2026-03-31 |
| 21 | CVX | Chevron | 8.5K | $1.8M | $1.7M | 0.91% | -440 | 2026-03-31 |
| 22 | XOM | Exxon Mobil | 8.8K | $1.5M | $1.4M | 0.74% | -- | 2026-03-31 |
| 23 | XOM | Exxon Mobil | 8.8K | $1.5M | $1.4M | 0.74% | -- | 2026-03-31 |
| 24 | MCD | McDonald's | 4.5K | $1.4M | $1.2M | 0.66% | -- | 2026-03-31 |
| 25 | WHWK | Travelers Companies | 4.6K | $1.3M | $1.5M | 0.81% | -- | 2026-03-31 |
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