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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 AGG ISHARES TR 27,621.0 $2.7M 1.11% -744.0 -2.6% $98.98 -2.0%
2 DELL DELL TECHNOLOGIES INC Technology 6,187.0 $2.7M 1.08% -44.0 -0.7% $431.46 +21.4%
3 AVGO BROADCOM INC Technology 6,626.0 $2.5M 1.01% -98.0 -1.5% $377.75 -5.3%
4 IJR ISHARES TR 11,957.0 $1.8M 0.72% -834.0 -6.5% $148.31 -2.0%
5 IWV ISHARES TR 2,999.0 $1.3M 0.52% -3K -53.6% $426.40 +2.7%
6 USRT ISHARES TR 19,224.0 $1.3M 0.52% -428.0 -2.2% $66.45 -1.7%
7 IWO ISHARES TR 2,448.0 $964K 0.39% -3K -52.9% $393.96 -4.2%
8 XLK SELECT SECTOR SPDR TR 4,046.0 $771K 0.31% -761.0 -15.8% $190.52 -1.7%
9 IWN ISHARES TR 2,706.0 $599K 0.24% -3K -51.2% $221.20 +1.5%
10 DBP INVESCO DB MULTI-SECTOR COMM Financial Services 5,918.0 $547K 0.22% -52.0 -0.9% $92.47 +10.9%
11 XLF SELECT SECTOR SPDR TR 7,997.0 $429K 0.17% -2K -19.1% $53.61 +8.4%
12 VTI VANGUARD INDEX FDS 1,017.0 $376K 0.15% -40.0 -3.8% $370.04 +2.6%
13 CVS CVS HEALTH CORP Healthcare 3,501.0 $362K 0.15% -4K -55.1% $103.45 -6.5%
14 GOOGL ALPHABET INC Communication Services 997.0 $356K 0.14% -19.0 -1.9% $357.37 -5.3%
15 TMO THERMO FISHER SCIENTIFIC INC Healthcare 628.0 $315K 0.13% -532.0 -45.9% $501.36 +22.4%
16 APD AIR PRODS & CHEMS INC Basic Materials 888.0 $260K 0.11% -925.0 -51.0% $293.18 +2.8%
17 XSD SPDR SERIES TRUST 358.0 $223K 0.09% -291.0 -44.8% $623.70 -21.2%
18 CASY CASEYS GEN STORES INC Consumer Cyclical 271.0 $215K 0.09% -47.0 -14.8% $794.79 -4.9%

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%