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Portfolio (Quarterly) Guide ↗

American State Bank (Iowa)

· CIK 0002122473
13F Portfolio $247M AUM 139 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 70 Added 18 Reduced 8 Exited
Page 1 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWF ISHARES TR 115,412.0 $14.3M 5.81% +82K +248.9% $124.17 -0.6%
2 IWD ISHARES TR 34,311.0 $8.3M 3.37% +2K +6.7% $242.43 +6.3%
3 AAPL APPLE INC Technology 25,381.0 $7.3M 2.98% +699.0 +2.8% $289.36 +10.6%
4 AMAT APPLIED MATLS INC Technology 9,314.0 $6.7M 2.73% +79.0 +0.9% $723.00 -37.1%
5 MSFT MICROSOFT CORP Technology 15,196.0 $5.7M 2.30% +893.0 +6.2% $373.02 +34.0%
6 BAC BANK AMERICA CORP Financial Services 63,987.0 $3.6M 1.48% +1K +2.1% $56.98 +10.0%
7 JNJ JOHNSON & JOHNSON Healthcare 13,519.0 $3.4M 1.39% +885.0 +7.0% $253.97 +8.4%
8 CSCO CISCO SYS INC Technology 28,834.0 $3.4M 1.37% +438.0 +1.5% $117.46 -7.0%
9 GE GE AEROSPACE Industrials 8,478.0 $3.2M 1.28% +170.0 +2.0% $373.73 -9.8%
10 C CITIGROUP INC Financial Services 21,941.0 $3.1M 1.25% +470.0 +2.2% $139.96 -1.6%
11 WM WASTE MGMT INC DEL Industrials 13,263.0 $3.0M 1.20% +441.0 +3.4% $222.88 -1.7%
12 HDV ISHARES TR 105,028.0 $2.9M 1.17% +84K +390.4% $27.41 +7.3%
13 WMT WALMART INC Consumer Defensive 23,660.0 $2.7M 1.09% +650.0 +2.8% $113.26 -5.4%
14 AMGN AMGEN INC Healthcare 7,398.0 $2.7M 1.09% +238.0 +3.3% $362.12 +20.7%
15 JPM JPMORGAN CHASE & CO. Financial Services 7,939.0 $2.6M 1.05% +173.0 +2.2% $327.33 +9.6%
16 BA BOEING CO Industrials 11,910.0 $2.6M 1.05% +242.0 +2.1% $216.47 -1.9%
17 SPGI S&P GLOBAL INC Financial Services 5,614.0 $2.3M 0.93% +595.0 +11.8% $407.26 +8.9%
18 EFV ISHARES TR 27,785.0 $2.1M 0.86% +350.0 +1.3% $76.55 +8.4%
19 GOOG ALPHABET INC 5,968.0 $2.1M 0.85% +126.0 +2.2% $353.33
20 HIG HARTFORD INSURANCE GROUP INC Financial Services 15,664.0 $2.1M 0.84% +192.0 +1.2% $132.52 +4.4%
Page 1 of 4  ·  70 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
Technology 42.0%
Financial Services 22.5%
Industrials 9.0%
Healthcare 7.6%
Utilities 4.1%
Consumer Defensive 3.9%
Consumer Cyclical 3.6%
Communication Services 2.8%
Energy 2.4%
Real Estate 1.4%