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Portfolio (Quarterly) Guide ↗

WEST BANCORPORATION INC

· CIK 0001166928
13F Portfolio $200M AUM 98 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 24 Added 24 Reduced 8 Exited
Page 4 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LRCX Lam Research Corp. Technology 1,942.0 $415K 0.21% -304.0 -13.5% $213.66 +48.2%
62 VBK Vanguard Small-cap Growth Index Fund Small Cap Etf 1,367.0 $413K 0.21% +56.0 +4.3% $302.25 +16.7%
63 GLD SPDR Gold Trust Financial Services 934.0 $402K 0.20% $430.29 -4.7%
64 SDY SPDR SER TR 2,685.0 $392K 0.20% $145.94 +2.9%
65 IBM International Business Machines Corp Technology 1,565.0 $379K 0.19% $242.39 +9.5%
66 DON Wisdomtree TR 7,031.0 $369K 0.18% $52.54 +5.2%
67 VOE Vanguard Mid-cap Value Index Fund Mid Cap Etf 1,991.0 $367K 0.18% $184.28 +5.7%
68 CTVA Corteva INC Basic Materials 4,330.0 $362K 0.18% $83.71 -3.5%
69 VBR Vanguard Small Cap Value Etf 1,662.0 $361K 0.18% NEW $217.25 +8.2%
70 NUSC Nushares ETF Tr 7,986.0 $360K 0.18% $45.06 +10.9%
71 IAU Ishares Gold Trust Financial Services 3,961.0 $349K 0.17% $88.16 -4.7%
72 HON Honeywell International INC Industrials 1,492.0 $337K 0.17% -60.0 -3.9% $226.03 +2.3%
73 AVGO Broadcom INC Technology 1,055.0 $327K 0.16% NEW $309.51 +36.8%
74 AEP American Electric Power Company INC Utilities 2,481.0 $325K 0.16% -116.0 -4.5% $131.08 -2.8%
75 IWS ISHARES Russell Mid-Cap Value ETF 2,208.0 $322K 0.16% NEW $145.74 +9.9%
76 APH Amphenol Corp A Technology 2,520.0 $318K 0.16% -724.0 -22.3% $126.35 +14.5%
77 MA Mastercard INC Financial Services 588.0 $294K 0.15% $499.66 -1.9%
78 LHX L3harris Technologies INC Industrials 849.0 $293K 0.15% $345.15 -9.0%
79 T AT&T INC Communication Services 9,698.0 $281K 0.14% +1K +15.5% $28.99 -14.2%
80 IJR ISHARES Tr 2,258.0 $281K 0.14% $124.31 +12.1%
Page 4 of 5  ·  98 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 47.2%
Technology 19.9%
Consumer Defensive 7.6%
Communication Services 6.3%
Healthcare 5.8%
Consumer Cyclical 5.5%
Utilities 2.6%
Industrials 2.4%
Energy 2.1%
Basic Materials 0.6%