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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 7 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MCK MCKESSON CORP Healthcare 397.0 $300K 0.12% NEW $755.60 +20.2%
122 SPBO SPDR SERIES TRUST 10,197.0 $296K 0.12% +2K +29.1% $29.04 -2.7%
123 VIOO VANGUARD ADMIRAL FDS INC 2,056.0 $283K 0.12% $137.54 -2.0%
124 FDX FEDEX CORP Industrials 875.0 $274K 0.11% $313.13 +3.0%
125 EFA ISHARES TR 2,584.0 $268K 0.11% $103.88 +4.3%
126 VNQ VANGUARD INDEX FDS 2,760.0 $266K 0.11% +332.0 +13.7% $96.43 -0.4%
127 NEM NEWMONT CORP Basic Materials 2,796.0 $261K 0.11% NEW $93.40 +37.1%
128 APD AIR PRODS & CHEMS INC Basic Materials 888.0 $260K 0.11% -925.0 -51.0% $293.18 +2.8%
129 DE DEERE & CO Industrials 384.0 $244K 0.10% $634.33 +9.3%
130 IXUS ISHARES TR 2,525.0 $241K 0.10% $95.44 +3.4%
131 GLW CORNING INC Technology 900.0 $230K 0.09% NEW $255.43 -39.6%
132 XSD SPDR SERIES TRUST 358.0 $223K 0.09% -291.0 -44.8% $623.70 -21.2%
133 VOO VANGUARD INDEX FDS 325.0 $223K 0.09% NEW $686.81 +3.1%
134 VBR VANGUARD INDEX FDS 913.0 $222K 0.09% NEW $243.08 +1.7%
135 ESS ESSEX PPTY TR INC Real Estate 748.0 $218K 0.09% NEW $291.59 -4.5%
136 CASY CASEYS GEN STORES INC Consumer Cyclical 271.0 $215K 0.09% -47.0 -14.8% $794.79 -4.9%
137 VEU VANGUARD INTL EQUITY INDEX F 2,565.0 $215K 0.09% NEW $83.75 +3.2%
138 CLX CLOROX CO DEL Consumer Defensive 2,217.0 $212K 0.09% +200.0 +9.9% $95.44 -2.5%
139 VBK VANGUARD INDEX FDS 550.0 $201K 0.08% NEW $365.64 -4.4%
Page 7 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%