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Ames National Corp

Portfolio Manager
Ames National Corp
Performance
-3.28% (2026 Q1)
AUM (13F)
$166.64M
# of Holdings
67
Performance Rank
Allocation (Top 20)
82.05%

Ames National Corp Holdings Map

Top 50 Ames National Corp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
iShares Core S&P 500 Index
24.92%63.6K$41.5M
+2.12%(+1.32K)
2025-Q1: 53.8K shares2025-Q2: 55.3K shares2025-Q3: 58.7K shares2025-Q4: 62.3K shares2026-Q1: 63.6K shares
$593.04(+26.20%)
2026-03-31
BSV
Vanguard Short-Term Bond
7.67%163.1K$12.8M
+8.65%(+12.99K)
2025-Q1: 144.5K shares2025-Q2: 137.8K shares2025-Q3: 144.1K shares2025-Q4: 150.1K shares2026-Q1: 163.1K shares
$78.09(-0.43%)
2026-03-31
BND
Vanguard Total Bond Market
7.48%169.2K$12.5M
+9.63%(+14.87K)
2025-Q1: 148.9K shares2025-Q2: 141.6K shares2025-Q3: 146.2K shares2025-Q4: 154.4K shares2026-Q1: 169.2K shares
$73.55(-0.60%)
2026-03-31
AGG
iShares Core US Aggregate Bond
7.38%123.8K$12.3M
+8.77%(+9.98K)
2025-Q1: 110.3K shares2025-Q2: 104.8K shares2025-Q3: 107.8K shares2025-Q4: 113.9K shares2026-Q1: 123.8K shares
$99.14(-0.54%)
2026-03-31
VXUS
Vanguard Total International Stock
3.62%78.2K$6.0M
-0.60%(-470)
2025-Q1: 75.6K shares2025-Q2: 74.8K shares2025-Q3: 78.3K shares2025-Q4: 78.6K shares2026-Q1: 78.2K shares
$62.26(+36.27%)
2026-03-31
MSFT
Microsoft
3.52%15.9K$5.9M
+0.46%(+73)
2025-Q1: 18.9K shares2025-Q2: 17.2K shares2025-Q3: 16.8K shares2025-Q4: 15.8K shares2026-Q1: 15.9K shares
$425.84(-8.30%)
2026-03-31
IWR
iShares Russell Mid-Cap Index
3.17%54.3K$5.3M
-1.36%(-750)
2025-Q1: 61.5K shares2025-Q2: 60.0K shares2025-Q3: 58.2K shares2025-Q4: 55.1K shares2026-Q1: 54.3K shares
$88.27(+25.00%)
2026-03-31
VTIP
Vanguard Short-Term Inflation-Protected Securities
2.88%96.2K$4.8M
+6.27%(+5.68K)
2025-Q1: 92.7K shares2025-Q2: 86.7K shares2025-Q3: 87.3K shares2025-Q4: 90.6K shares2026-Q1: 96.2K shares
$48.98(+1.23%)
2026-03-31
AAPL
Apple
2.69%17.7K$4.5M
+0.00%(+0)
2025-Q1: 18.9K shares2025-Q2: 18.2K shares2025-Q3: 18.1K shares2025-Q4: 17.7K shares2026-Q1: 17.7K shares
$232.35(+32.83%)
2026-03-31
IWM
iShares Russell 2000 Index
2.37%15.9K$3.9M
-1.25%(-202)
2025-Q1: 18.0K shares2025-Q2: 17.5K shares2025-Q3: 17.2K shares2025-Q4: 16.1K shares2026-Q1: 15.9K shares
$220.93(+34.70%)
2026-03-31

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