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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 2 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMGN AMGEN INC Healthcare 7,398.0 $2.7M 1.09% +238.0 +3.3% $362.12 +20.7%
22 DELL DELL TECHNOLOGIES INC Technology 6,187.0 $2.7M 1.08% -44.0 -0.7% $431.46 +21.4%
23 DIA SPDR DOW JONES INDL AVERAGE Financial Services 4,992.0 $2.6M 1.06% $522.39 +2.2%
24 JPM JPMORGAN CHASE & CO. Financial Services 7,939.0 $2.6M 1.05% +173.0 +2.2% $327.33 +9.6%
25 BA BOEING CO Industrials 11,910.0 $2.6M 1.05% +242.0 +2.1% $216.47 -1.9%
26 AVGO BROADCOM INC Technology 6,626.0 $2.5M 1.01% -98.0 -1.5% $377.75 -5.3%
27 SPGI S&P GLOBAL INC Financial Services 5,614.0 $2.3M 0.93% +595.0 +11.8% $407.26 +8.9%
28 EFV ISHARES TR 27,785.0 $2.1M 0.86% +350.0 +1.3% $76.55 +8.4%
29 GOOG ALPHABET INC 5,968.0 $2.1M 0.85% +126.0 +2.2% $353.33
30 HIG HARTFORD INSURANCE GROUP INC Financial Services 15,664.0 $2.1M 0.84% +192.0 +1.2% $132.52 +4.4%
31 IEMG ISHARES INC 24,392.0 $2.0M 0.82% +284.0 +1.2% $82.84 +1.0%
32 GD GENERAL DYNAMICS CORP Industrials 5,659.0 $2.0M 0.81% +141.0 +2.6% $354.24 +1.5%
33 AMZN AMAZON COM INC Consumer Cyclical 8,290.0 $2.0M 0.80% +579.0 +7.5% $238.34 +8.5%
34 GS GOLDMAN SACHS GROUP INC Financial Services 1,949.0 $2.0M 0.80% +52.0 +2.7% $1011.37 +2.7%
35 ED CONSOLIDATED EDISON INC Utilities 16,865.0 $1.9M 0.76% +652.0 +4.0% $110.63 -3.0%
36 PG PROCTER AND GAMBLE CO Consumer Defensive 12,579.0 $1.8M 0.75% +1K +10.3% $146.64 -0.1%
37 XOM EXXON MOBIL CORP Energy 13,099.0 $1.8M 0.73% +78.0 +0.6% $136.72 +16.6%
38 IJR ISHARES TR 11,957.0 $1.8M 0.72% -834.0 -6.5% $148.31 -2.0%
39 WFC WELLS FARGO CO NEW Financial Services 21,368.0 $1.8M 0.72% +544.0 +2.6% $82.64 +8.9%
40 PLD PROLOGIS INC. Real Estate 11,367.0 $1.5M 0.62% +111.0 +1.0% $135.47 +1.4%
Page 2 of 7  ·  139 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%