AMES NATIONAL CORP

Q1 2026 13F-HR Holdings

Location
Ames, IA
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
67
Total value ($000)
$166,643
Net value change ($000)
-4,159 (-2.4%)
New positions
4
Sold out positions
3
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
WHWK 1,333 NEW
BND 1,028 9.0%
AGG 922 8.1%
XOM 436 41.3%
CVX 402 29.5%
VTIP 328 7.3%
IJH 251 6.9%
KLAC 221 NEW
SYK 218 NEW
CASY 210 31.7%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -1,768 -23.2%
TRV -1,543 -87.9%
LNT -1,157 -79.4%
IVV -1,113 -2.6%
WFC -793 -77.4%
T -630 -60.8%
ADP -376 -24.6%
COP -355 -100.0%
JPM -321 -12.9%
AAPL -321 -6.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type