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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CRWD CROWDSTRIKE HLDGS INC Technology 627.0 $478K 0.19% NEW $190.79 +11.7%
2 DIS DISNEY WALT CO Communication Services 4,112.0 $396K 0.16% NEW $96.25 +9.4%
3 LLY ELI LILLY & CO Healthcare 317.0 $380K 0.15% NEW $1199.43 -4.3%
4 MCK MCKESSON CORP Healthcare 397.0 $300K 0.12% NEW $755.60 +20.2%
5 NEM NEWMONT CORP Basic Materials 2,796.0 $261K 0.11% NEW $93.40 +37.1%
6 GLW CORNING INC Technology 900.0 $230K 0.09% NEW $255.43 -39.6%
7 VOO VANGUARD INDEX FDS 325.0 $223K 0.09% NEW $686.81 +3.1%
8 VBR VANGUARD INDEX FDS 913.0 $222K 0.09% NEW $243.08 +1.7%
9 ESS ESSEX PPTY TR INC Real Estate 748.0 $218K 0.09% NEW $291.59 -4.5%
10 VEU VANGUARD INTL EQUITY INDEX F 2,565.0 $215K 0.09% NEW $83.75 +3.2%
11 VBK VANGUARD INDEX FDS 550.0 $201K 0.08% NEW $365.64 -4.4%

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%