SEC 13F Intelligence

Managers / Q4 2025 · view latest →

AMES NATIONAL CORP

CIK 0001132651 · PO BOX 846, AMES, IA, 50010 · 5152326251

Reported Value
$171M
Q4 2025
Positions
124
Filings on Record
6
2019–present window
Filed
Feb 13, 2026
original filing

Summary

Ames National Corp reported $171M in U.S.-listed holdings across 124 positions for Q4 2025.

Its largest position, Ishares Core S P 500 Index, represents 17.1% of the portfolio.

Compared with Q3 2025, the fund opened 2 new positions and exited 5.

Portfolio Metrics

Turnover
+3.8%
vs prior filed quarter
Top-10 Concentration
+52.0%
share of reported value
Largest Position
+17.1%
Ishares Core S P 500 Index
New / Exited
2 / 5
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $149MQ4 ’24Q1 ’25: $149MQ1 ’25Q2 ’25: $155MQ2 ’25Q3 ’25: $168MQ3 ’25Q4 ’25: $171MQ4 ’25Q1 ’26: $167MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 65.8%Common Stock: 32.1%Other: 2.0%Closed-End Fund: 0.1%
  • ETP · 65.8% · $112M
  • Common Stock · 32.1% · $55M
  • Other · 2.0% · $3M
  • Closed-End Fund · 0.1% · $179,820

Quarter-over-Quarter Changes full breakdown →

vs Q3 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
CATCaterpillarNEW+383383+$219,410$219,410
COFCapital One Financial CorpNEW+647647+$156,807$156,807
LNTAlliant EnergyADDED+18.1K22.4K+$1M$1M
SYKStrykerSOLD OUT7450$275,404$0
AVGOBroadcom IncSOLD OUT7000$230,937$0
IBMInternational Business MachinesSOLD OUT7790$219,802$0
KMBKimberly-ClarkSOLD OUT1.6K0$203,296$0
DOWDowSOLD OUT3.8K0$87,295$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2025

34 positions
#IssuerClass% PortfolioValueShares
1iShares Core S&P 500 IndexCORE S&P500 ETF24.96%$43M62.3K
2Vanguard Short-Term BondSHORT TRM BOND6.93%$12M150.1K
3Vanguard Total Bond MarketTOTAL BND MRKT6.69%$11M154.4K
4iShares Core US Aggregate BondCORE US AGGBD ET6.66%$11M113.9K
5MSFTMicrosofthistory →COM4.47%$8M15.8K
6Vanguard Total International StockVG TL INTL STK F3.47%$6M78.6K
7iShares Russell Mid-Cap IndexRUS MID CAP ETF3.10%$5M55.1K
8AAPLApplehistory →COM2.81%$5M17.7K
9Vanguard Short-Term Inflation-Protected SecuritiesSTRM INFPROIDX2.62%$4M90.6K
10iShares Russell 2000 IndexRUSSELL 2000 ETF2.32%$4M16.1K
11iShares Core S&P Mid-CapCORE S&P MCP ETF2.14%$4M55.4K
12State Street Technology Select Sector SPDRSTATE STREET TEC2.06%$4M24.5K
13Vanguard Total Stock MarketTOTAL STK MKT2.01%$3M10.2K
14Goeppinger Enterprises IncCOM2.00%$3M1.2K
15GOOGAlphabet Chistory →CAP STK CL C1.78%$3M9.7K
16JPMJPMorgan Chasehistory →COM1.46%$2M7.7K
17iShares Core S&P Small-CapCORE S&P SCP ETF1.43%$2M20.3K
18JNJJohnson & Johnsonhistory →COM1.28%$2M10.6K
19HDHome Depothistory →COM1.20%$2M6.0K
20BRK/BBerkshire Hathaway Bhistory →CL B NEW1.08%$2M3.7K
21TRVTravelers CompaniesCOM0.90%$2M5.3K
22MCDMcDonald'sCOM0.80%$1M4.5K
23CHVChevronCOM0.80%$1M8.9K
24LNTAlliant EnergyCOM0.74%$1M19.4K
25ADPAutomatic Data ProcessingCOM0.73%$1M4.9K
26ATLOAmes NationalCOM0.54%$929,16840.5K
27PGProcter & GambleCOM0.54%$925,9266.5K
28TAT&TCOM0.52%$895,28336.0K
29GOOGLAlphabet ACAP STK CL A0.48%$813,1742.6K
30CSCOCisco SystemsCOM0.47%$801,65110.4K
31WFCWells FargoCOM0.44%$745,6008.0K
32MRKMerckCOM0.40%$690,7166.6K
33CASYCasey's General StoresCOM0.39%$663,2521.2K
34State Street SPDR S&P 500TR UNIT0.35%$598,726878

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$167M120May 12, 202613F-HRchanges · EDGAR ↗
Q4 2025$171M124Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$168M128Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$155M123Aug 12, 202513F-HRchanges · EDGAR ↗
Q1 2025$149M115May 6, 202513F-HRchanges · EDGAR ↗
Q4 2024$149M121Feb 18, 202513F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • First National Bank, Ames, Iowa028-25528

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.