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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 6 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DBA INVESCO DB MULTI-SECTOR COMM Financial Services 16,534.0 $441K 0.18% +364.0 +2.2% $26.67 +8.2%
102 XLF SELECT SECTOR SPDR TR 7,997.0 $429K 0.17% -2K -19.1% $53.61 +8.4%
103 KIM KIMCO RLTY CORP Real Estate 16,638.0 $422K 0.17% $25.35 -6.9%
104 ALL ALLSTATE CORP Financial Services 1,748.0 $416K 0.17% $237.94 +9.1%
105 AFL AFLAC INC Financial Services 3,540.0 $415K 0.17% $117.25 -0.0%
106 VWO VANGUARD INTL EQUITY INDEX F 6,914.0 $413K 0.17% +574.0 +9.1% $59.69 +2.9%
107 DBC INVESCO DB COMMDY INDX TRCK Financial Services 15,280.0 $407K 0.17% $26.66 +19.7%
108 LECO LINCOLN ELEC HLDGS INC Industrials 1,500.0 $398K 0.16% $265.51 +4.1%
109 DIS DISNEY WALT CO Communication Services 4,112.0 $396K 0.16% NEW $96.25 +9.4%
110 ES EVERSOURCE ENERGY Utilities 5,436.0 $393K 0.16% $72.27 -1.7%
111 SO SOUTHERN CO Utilities 4,081.0 $391K 0.16% $95.71 -7.9%
112 SPG SIMON PPTY GROUP INC NEW Real Estate 1,737.0 $388K 0.16% $223.65 -6.4%
113 LLY ELI LILLY & CO Healthcare 317.0 $380K 0.15% NEW $1199.43 -4.3%
114 DBE INVESCO DB MULTI-SECTOR COMM Financial Services 14,400.0 $378K 0.15% $26.22 +31.9%
115 VTI VANGUARD INDEX FDS 1,017.0 $376K 0.15% -40.0 -3.8% $370.04 +2.6%
116 CVS CVS HEALTH CORP Healthcare 3,501.0 $362K 0.15% -4K -55.1% $103.45 -6.5%
117 GOOGL ALPHABET INC Communication Services 997.0 $356K 0.14% -19.0 -1.9% $357.37 -5.3%
118 DBB INVESCO DB MULTI-SECTOR COMM Financial Services 14,577.0 $351K 0.14% $24.10 +6.8%
119 VB VANGUARD INDEX FDS 1,132.0 $343K 0.14% +108.0 +10.6% $303.12 -1.0%
120 TMO THERMO FISHER SCIENTIFIC INC Healthcare 628.0 $315K 0.13% -532.0 -45.9% $501.36 +22.4%
Page 6 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%