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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 3 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RTX RTX CORPORATION Industrials 8,014.0 $1.5M 0.62% +78.0 +1.0% $189.73 +5.8%
42 UNH UNITEDHEALTH GROUP INC Healthcare 3,589.0 $1.5M 0.60% +450.0 +14.3% $415.63 -4.4%
43 IUSG ISHARES TR 7,895.0 $1.5M 0.60% $188.09 +2.0%
44 COST COSTCO WHSL CORP NEW Consumer Defensive 1,550.0 $1.4M 0.59% +125.0 +8.8% $935.47 -2.1%
45 VIG VANGUARD SPECIALIZED FUNDS 6,020.0 $1.4M 0.58% $236.62 +2.3%
46 IEFA ISHARES TR 14,705.0 $1.4M 0.58% +95.0 +0.7% $96.58 +4.7%
47 T AT&T INC Communication Services 68,456.0 $1.4M 0.57% +5K +7.2% $20.70 +24.0%
48 MU MICRON TECHNOLOGY INC Technology 1,222.0 $1.4M 0.57% +22.0 +1.8% $1154.29 -11.9%
49 MCD MCDONALDS CORP Consumer Cyclical 5,195.0 $1.4M 0.57% +746.0 +16.8% $270.31 -5.4%
50 GILD GILEAD SCIENCES INC Healthcare 10,775.0 $1.4M 0.55% +529.0 +5.2% $126.34 +19.5%
51 UNP UNION PAC CORP Industrials 4,928.0 $1.3M 0.54% +494.0 +11.1% $272.00 +6.5%
52 CVX CHEVRON CORP NEW Energy 8,073.0 $1.3M 0.54% +328.0 +4.2% $165.76 +25.8%
53 IUSV ISHARES TR 11,979.0 $1.3M 0.54% $110.15 +4.1%
54 VZ VERIZON COMMUNICATIONS INC Communication Services 31,082.0 $1.3M 0.53% +2K +7.5% $42.34 +18.4%
55 V VISA INC Financial Services 3,794.0 $1.3M 0.53% +428.0 +12.7% $343.09 +9.3%
56 GEV GE VERNOVA INC Utilities 1,094.0 $1.3M 0.52% $1174.86 -19.8%
57 IWV ISHARES TR 2,999.0 $1.3M 0.52% -3K -53.6% $426.40 +2.7%
58 USRT ISHARES TR 19,224.0 $1.3M 0.52% -428.0 -2.2% $66.45 -1.7%
59 CAT CATERPILLAR INC Industrials 1,175.0 $1.3M 0.51% +67.0 +6.0% $1064.90 -23.6%
60 EFG ISHARES TR 9,974.0 $1.2M 0.50% +353.0 +3.7% $124.42 +0.1%
Page 3 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%