1y return+14.6%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $120 against $127 in the S&P 500.2
Ames National CorpS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVViShares Core S&P 500 Index | $46.9M | 25.8% | −1.4% |
| BSVVanguard Short-Term Bond | $13.3M | 7.3% | +4.8% |
| BNDVanguard Total Bond Market | $13.1M | 7.2% | +5.6% |
| AGGiShares Core US Aggregate Bond | $13.0M | 7.1% | +6.0% |
| VXUSVanguard Total International Stock | $6.6M | 3.7% | |
| IWRiShares Russell Mid-Cap Index | $6.0M | 3.3% | |
| MSFTMicrosoft | $5.9M | 3.2% | |
| AAPLApple | $5.1M | 2.8% | |
| VTIPVanguard Short-Term Inflation-Protected Securities | $5.0M | 2.8% | +3.9% |
| XLKState Street Technology Select Sector SPDR | $4.7M | 2.6% | |
| IWMiShares Russell 2000 Index | $4.6M | 2.5% | −3.2% |
| IJHiShares Core S&P Mid-Cap | $4.5M | 2.5% | |
| VTIVanguard Total Stock Market | $3.8M | 2.1% | |
| Goeppinger Enterprises IncCUSIP GEI001202 | $3.4M | 1.9% | |
| GOOGAlphabet C | $3.3M | 1.8% | −2.0% |
| IJRiShares Core S&P Small-Cap | $3.1M | 1.7% | |
| JNJJohnson & Johnson | $2.8M | 1.5% | |
| HDHome Depot | $2.6M | 1.4% | −6.0% |
| JPMJPMorgan Chase | $2.4M | 1.3% | −2.0% |
| BRK/BBerkshire Hathaway B | $2.4M | 1.3% | |
| TRVTravelers Companies | $1.7M | 0.9% | +614.5% |
| CSCOCisco Systems | $1.4M | 0.8% | −5.0% |
| CVXChevron | $1.4M | 0.8% | −1.4% |
| ATLOAmes National | $1.3M | 0.7% | |
| Exxon MobilCUSIP 30231G102 | $1.2M | 0.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CSCOCisco Systems | December 31, 2024 | +98.4% | $1.4M |
| GOOGLAlphabet A | December 31, 2024 | +88.8% | $916K |
| GOOGAlphabet C | December 31, 2024 | +85.5% | $3.3M |
| ATLOAmes National | December 31, 2024 | +80.2% | $1.3M |
| JNJJohnson & Johnson | December 31, 2024 | +75.6% | $2.8M |
| XLKState Street Technology Select Sector SPDR | December 31, 2024 | +63.9% | $4.7M |
| VXUSVanguard Total International Stock | December 31, 2024 | +45.1% | $6.6M |
| CASYCasey's General Stores | September 30, 2025 | +40.6% | $954K |
| TRVTravelers Companies | December 31, 2024 | +37.0% | $1.7M |
| JPMJPMorgan Chase | December 31, 2024 | +36.6% | $2.4M |
Sold off last quarter
- WHWKTravelers Companies was $1.3M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.8% | +14.8% |
| March 31, 2026 | −1.9% | −4.6% |
| December 31, 2025 | +1.1% | +2.4% |
| September 30, 2025 | +6.2% | +7.8% |
| June 30, 2025 | +5.4% | +10.5% |
| March 31, 2025 | −0.5% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Ames National Corp Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1132651&type=13F-HR&dateb=&owner=include&count=40CIK 1132651
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1132651/000143774926027735/Filed August 13, 2026 · accession 0001437749-26-027735