AMES NATIONAL CORP

CIK

1132651

Location

AMES, IA

Portfolio Value

Micro $58,526,316

Diversification

Diversified

Reports for

First National Bank, Ames, Iowa

Filing Date

Global Rank

#6,769 / 8,517 ▲ 403

Top Industry

Software - Infrastructure 11.5%

3Y Alpha vs SPY

+1.1%

Period ended 47 days ago

Filed Aug 13, 2026 · 3d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+29.0%

SPY

+27.3%

Annualised alpha

+1.1%

Max drawdown

−13.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

52 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

11.4%

+0.2 pts

Top 5

42.0%

+0.3 pts

Top 10

59.9%

−0.8 pts

HHI

500

Diversified−5

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	25.1%	$14,691,405	7
Financial Services	17.2%	$10,053,876	9
Unclassified	12.9%	$7,522,598	3
Healthcare	9.9%	$5,787,964	8
Communication Services	8.6%	$5,020,936	4
Consumer Cyclical	8.5%	$4,957,145	4
Industrials	6.2%	$3,607,767	7
Consumer Defensive	5.2%	$3,055,559	5
Energy	4.4%	$2,586,092	2
Basic Materials	1.6%	$923,701	2
Utilities	0.5%	$319,273	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
TRV	Travelers Companies, Inc.	+4,461	5,187	$1,712,332
KLAC	Kla Corp	+1,350	1,500	$452,565
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PG	PROCTER & GAMBLE Co	−1,227	7,550	$1,107,131
SYY	Sysco Corp	−1,200	3,525	$294,619
PFE	Pfizer Inc	−915	15,027	$361,849
QCOM	Qualcomm Inc/De	−719	2,695	$498,008
CSCO	Cisco Systems, Inc.	−625	11,981	$1,407,287
GOOGL	Alphabet Inc.	−495	11,913	$4,219,574
ADP	Automatic Data Processing Inc	−480	5,203	$1,165,211
HD	Home Depot, Inc.	−476	7,392	$2,607,009
V	Visa Inc.	−463	1,619	$555,461
VXUS	Vanguard Total International Stock ETF	−450	77,720	$6,644,282
DIS	Walt Disney Co	−280	2,244	$215,985
VZ	Verizon Communications Inc	−200	6,963	$294,812
WMT	Walmart Inc.	−182	7,791	$882,407
JPM	Jpmorgan Chase & Co	−150	7,255	$2,374,778
AAPL	Apple Inc.	−142	17,539	$5,075,084
CVX	Chevron Corp	−120	8,372	$1,387,742
MSFT	Microsoft Corp	−120	15,736	$5,869,842
MCD	Mcdonalds Corp	−111	4,344	$1,174,226
UNP	Union Pacific Corp	−100	3,982	$1,083,104
NKE	NIKE, Inc.	−85	5,412	$222,162
PEP	Pepsico Inc	−82	2,938	$397,804
JNJ	Johnson & Johnson	−67	11,029	$2,801,034
UNH	Unitedhealth Group Inc	−45	1,471	$611,391
APD	Air Products & Chemicals, Inc.	−25	1,260	$369,406
DE	Deere & Co	−10	653	$414,217
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
CRS	Carpenter Technology Corp	400	$246,736
INTC	Intel Corp	1,600	$223,408
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
WHWK	Whitehawk Therapeutics, Inc.	4,571	$15,769
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

52 tracked positions · $58,526,316 total · filing declares 124 positions · $181,771,354 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 52 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VXUS	Vanguard Total International Stock ETF	Reduced	77,720	-450	$6,644,282	+10.2%	11.35%
MSFT	Microsoft Corp Technology	Reduced	15,736	-120	$5,869,842	+0.0%	10.03%
AAPL	Apple Inc. Technology	Reduced	17,539	-142	$5,075,084	+13.1%	8.67%
GOOGL	Alphabet Inc. Communication Services	Reduced	11,913	-495	$4,219,574	+18.5%	7.21%
JNJ	Johnson & Johnson Healthcare	Reduced	11,029	-67	$2,801,034	+3.3%	4.79%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	7,392	-476	$2,607,009	+0.7%	4.45%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	7,255	-150	$2,374,778	+9.0%	4.06%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	4,704	0	$2,353,834	+4.4%	4.02%
TRV	Travelers Companies, Inc. Financial Services	Added	5,187	+4,461	$1,712,332	+708.6%	2.93%
CSCO	Cisco Systems, Inc. Technology	Reduced	11,981	-625	$1,407,287	+43.9%	2.40%
CVX	Chevron Corp Energy	Reduced	8,372	-120	$1,387,742	−21.0%	2.37%
ATLO	Ames National Corp Financial Services	Held	46,557	0	$1,378,552	+4.9%	2.36%
XOM	ExxonMobil Holdings Corp Energy	Held	8,765	0	$1,198,350	−19.4%	2.05%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	4,344	-111	$1,174,226	−15.2%	2.01%
ADP	Automatic Data Processing Inc Technology	Reduced	5,203	-480	$1,165,211	+0.9%	1.99%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	7,550	-1,227	$1,107,131	−12.7%	1.89%
UNP	Union Pacific Corp Industrials	Reduced	3,982	-100	$1,083,104	+9.4%	1.85%
MRK	Merck & Co., Inc. Healthcare	Held	7,854	0	$1,009,239	+6.8%	1.72%
CASY	Caseys General Stores Inc Consumer Cyclical	Held	1,200	0	$953,748	+9.2%	1.63%
WMT	Walmart Inc. Consumer Defensive	Reduced	7,791	-182	$882,407	−10.9%	1.51%
GD	General Dynamics Corp Industrials	Held	1,762	0	$624,170	+3.2%	1.07%
SPY	Spdr S&P 500 ETF Trust	Held	828	0	$618,325	+14.8%	1.06%
UNH	Unitedhealth Group Inc Healthcare	Reduced	1,471	-45	$611,391	+49.0%	1.04%
V	Visa Inc. Financial Services	Reduced	1,619	-463	$555,461	−11.7%	0.95%
PPG	Ppg Industries Inc Basic Materials	Held	4,570	0	$554,295	+13.5%	0.95%
BLK	BlackRock, Inc. Financial Services	Reduced	561	-3	$539,434	−0.5%	0.92%
QCOM	Qualcomm Inc/De Technology	Reduced	2,695	-719	$498,008	+13.3%	0.85%
BX	Blackstone Inc. Financial Services	Held	3,900	0	$458,913	+2.3%	0.78%
KLAC	Kla Corp Technology	Added	1,500	+1,350	$452,565	+104.9%	0.77%
AFL	Aflac Inc Financial Services	Held	3,690	0	$432,652	+6.9%	0.74%
RTX	RTX Corp Industrials	Held	2,228	0	$422,717	−1.6%	0.72%
DE	Deere & Co Industrials	Reduced	653	-10	$414,217	+10.9%	0.71%
NSC	Norfolk Southern Corp Industrials	Held	1,300	0	$408,967	+9.6%	0.70%
CAT	Caterpillar Inc Industrials	Held	383	0	$407,856	+50.3%	0.70%
PEP	Pepsico Inc Consumer Defensive	Reduced	2,938	-82	$397,804	−15.2%	0.68%
KO	Coca Cola Co Consumer Defensive	Held	4,597	0	$373,598	+6.9%	0.64%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	1,260	-25	$369,406	−1.0%	0.63%
ABBV	AbbVie Inc. Healthcare	Held	1,465	0	$368,652	+15.7%	0.63%
PFE	Pfizer Inc Healthcare	Reduced	15,027	-915	$361,849	−19.2%	0.62%
LNT	Alliant Energy Corp Utilities	Held	4,185	0	$319,273	+6.3%	0.55%
VZ	Verizon Communications Inc Communication Services	Reduced	6,963	-200	$294,812	−18.0%	0.50%
SYY	Sysco Corp Consumer Defensive	Reduced	3,525	-1,200	$294,619	−12.6%	0.50%
T	At&T Inc. Communication Services	Held	14,037	0	$290,565	−28.6%	0.50%
VEA	Vanguard FTSE Developed Markets ETF	Held	3,649	0	$259,991	+11.2%	0.44%
WFC	Wells Fargo & Company/Mn Financial Services	Held	3,000	0	$247,920	+3.8%	0.42%
CRS	Carpenter Technology Corp Industrials	NEW	400	NEW	$246,736	NEW	0.42%
INTC	Intel Corp Technology	NEW	1,600	NEW	$223,408	NEW	0.38%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	5,412	-85	$222,162	−23.5%	0.38%
DIS	Walt Disney Co Communication Services	Reduced	2,244	-280	$215,985	−11.2%	0.37%
AMGN	Amgen Inc Healthcare	Held	595	0	$215,461	+2.9%	0.37%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.