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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 5 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IJH ISHARES TR 9,666.0 $745K 0.30% $77.11 -1.6%
82 DOW DOW INC Basic Materials 27,086.0 $741K 0.30% +2K +10.1% $27.36 +7.6%
83 XEL XCEL ENERGY INC Utilities 8,954.0 $719K 0.29% $80.30 -5.7%
84 SLB SLB LIMITED Energy 14,626.0 $680K 0.28% +413.0 +2.9% $46.49 +23.7%
85 ISRG INTUITIVE SURGICAL INC Healthcare 1,683.0 $669K 0.27% +236.0 +16.3% $397.68 -7.8%
86 IYH ISHARES TR 9,915.0 $664K 0.27% $67.01 +8.0%
87 BLK BLACKROCK INC Financial Services 652.0 $627K 0.25% +34.0 +5.5% $961.56 +16.7%
88 VTV VANGUARD INDEX FDS 2,830.0 $617K 0.25% +191.0 +7.2% $217.90 +3.9%
89 MS MORGAN STANLEY Financial Services 2,908.0 $608K 0.25% $209.04 +4.1%
90 ENB ENBRIDGE INC Energy 11,156.0 $605K 0.24% +422.0 +3.9% $54.21 -7.6%
91 IWN ISHARES TR 2,706.0 $599K 0.24% -3K -51.2% $221.20 +1.5%
92 AEE AMEREN CORP Utilities 5,282.0 $597K 0.24% $113.04 -5.8%
93 META META PLATFORMS INC Communication Services 1,028.0 $579K 0.23% +193.0 +23.1% $563.29 +9.5%
94 SPTB SPDR SERIES TRUST 19,042.0 $572K 0.23% +4K +23.4% $30.06 -1.9%
95 DBP INVESCO DB MULTI-SECTOR COMM Financial Services 5,918.0 $547K 0.22% -52.0 -0.9% $92.47 +10.9%
96 EMR EMERSON ELEC CO Industrials 3,589.0 $514K 0.21% $143.15 +6.8%
97 CRWD CROWDSTRIKE HLDGS INC Technology 627.0 $478K 0.19% NEW $190.79 +11.7%
98 VUG VANGUARD INDEX FDS 5,388.0 $464K 0.19% +5K +610.8% $86.14 +2.7%
99 NSC NORFOLK SOUTHN CORP Industrials 1,475.0 $464K 0.19% $314.59 +4.7%
100 IVV ISHARES TR 593.0 $444K 0.18% +67.0 +12.7% $748.89 +3.3%
Page 5 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%