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Who owns ATLOWhat ATLO owns

What AMES NATIONAL CORP owns

The company's own 13F portfolio · as of 2026-06-30 · long US-listed stakes only — private holdings, bonds and cash are not disclosable on a 13F

$181.8M

disclosed stock portfolio

69

positions

25.8%

in IVV

Positions, as of 2026-06-30

ordered by filed value · % of book = share of the disclosed stock portfolio · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1IVViShares Core S&P 500 Index62,673$46.9M25.8%
2BSVVanguard Short-Term Bond170,831$13.3M7.3%
3BNDVanguard Total Bond Market178,648$13.1M7.2%
4AGGiShares Core US Aggregate Bond131,303$13.0M7.1%
5VXUSVanguard Total International Stock77,720$6.6M3.7%
6IWRiShares Russell Mid-Cap Index54,127$6.0M3.3%
7MSFTMicrosoft15,736$5.9M3.2%
8AAPLApple17,539$5.1M2.8%
9VTIPVanguard Short-Term Inflation-Protected Securities100,003$5.0M2.8%
10XLKState Street Technology Select Sector SPDR24,513$4.7M2.6%
11IWMiShares Russell 2000 Index15,410$4.6M2.5%
12IJHiShares Core S&P Mid-Cap57,891$4.5M2.5%
13VTIVanguard Total Stock Market10,169$3.8M2.1%
14GOEPPINGER ENTERPRISES INC1,202$3.4M1.9%
15GOOGAlphabet C9,350$3.3M1.8%
16IJRiShares Core S&P Small-Cap21,151$3.1M1.7%
17JNJJohnson & Johnson11,029$2.8M1.5%
18HDHome Depot7,392$2.6M1.4%
19JPMJPMorgan Chase7,255$2.4M1.3%
20BRK/BBerkshire Hathaway B4,704$2.4M1.3%
21TRVTravelers Companies5,187$1.7M0.9%
22CSCOCisco Systems11,981$1.4M0.8%
23CVXChevron8,372$1.4M0.8%
24ATLOAmes National46,557$1.3M0.7%
25EXMOCExxon Mobil8,765$1.2M0.7%
26MCDMcDonald's4,344$1.2M0.6%
27ADPAutomatic Data Processing5,203$1.2M0.6%
28PGProcter & Gamble7,550$1.1M0.6%
29UNPUnion Pacific3,982$1.1M0.6%
30MRKMerck7,854$1.0M0.6%
31CASYCasey's General Stores1,200$953,7480.5%
32GOOGLAlphabet A2,563$915,9390.5%
33WMTWal-Mart7,791$882,4090.5%
34VOOVanguard S&P 5001,148$788,4580.4%
35VYMVanguard High Dividend Yield3,955$625,0090.3%
36GDGeneral Dynamics1,762$624,1710.3%
37SPYState Street SPDR S&P 500828$618,3260.3%
38UNHUnitedHealth Group1,471$611,3920.3%
39VVisa1,619$555,3020.3%
40PPGPPG Industries4,570$554,2950.3%
41BLKBlackRock561$539,4360.3%
42QCOMQualcomm2,695$498,0090.3%
43KLACKLA Corporation1,500$452,5650.2%
44AFLAflac3,690$432,6530.2%
45RTXRTX Corporation2,228$422,7190.2%
46DEDeere & Co653$414,2170.2%
47NSCNorfolk Southern Corp1,300$408,9670.2%
48CATCaterpillar383$407,8570.2%
49PEPPepsiCo2,938$397,8050.2%
50KOCoca-Cola4,597$373,5980.2%
51APDAir Products & Chemicals1,260$369,4070.2%
52ABBVAbbvie Inc1,465$368,6530.2%
53PFEPfizer15,027$363,9490.2%
54BXBlackstone3,000$353,0100.2%
55LNTAlliant Energy4,185$319,2670.2%
56VZVerizon Communications6,963$294,8030.2%
57SYYSysco3,525$294,6200.2%
58TAT&T14,037$290,5660.2%
59VEAVanguard FTSE Developed Markets3,649$259,9910.1%
60WFCWells Fargo & Co3,000$247,9200.1%
61CRSCarpenter Technology Corp400$246,7360.1%
62PFFiShares Preferred and Income Securities7,450$227,1510.1%
63INTCIntel1,600$223,4080.1%
64NKENike5,412$222,1630.1%
65DISWalt Disney2,244$215,9850.1%
66AMGNAmgen595$215,4610.1%
67VGTVanguard Information Technology1,776$212,2680.1%
68ABTAbbott Laboratories2,325$210,9710.1%
69SYKStryker665$209,3690.1%
70BXBLACKSTONE GROUP INC COM CL A900$105,9030.1%

Source: SEC Form 13F-HR filed by AMES NATIONAL CORP (CIK 1132651), reporting period 2026-06-30. Values are quarter-end filed marks. Research, not investment advice.

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