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AMES NATIONAL CORP

Bank
Location
AMES, IA
Portfolio Value
Small $178,393,143
Diversification
Moderately concentrated
Reports for
First National Bank, Ames, Iowa
Filing Date
Global Rank
#6,868 / 8,818 ▼ 126
Top Industry
Software - Infrastructure 11.5%
Period ended 4 months ago
Filed Aug 13, 2026 · 3mo
7 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type
Bank
SEC filer profile, Oct 17, 2026
SIC code
6021

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style
Concentrated
The top 10 positions are 80.5% of the book (60%+)
Turnover
Low turnover
10.0% over the last four quarters (under 30%)
Horizon
Medium horizon
Value-weighted holding period 6.9 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 75.3%; sector active share 58.5% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

68 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
43.9%
+0.8 pts
Top 5
68.6%
−0.4 pts
Top 10
80.5%
+0.4 pts
HHI
2,224
Dec 2024 → Jun 2026 · range 1,753 – 2,224
Moderately concentrated+45

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Unclassified 71.4% $127,389,425
Technology 8.2% $14,691,405
Financial Services 5.6% $10,053,876
Healthcare 3.2% $5,787,964
Communication Services 2.8% $5,020,936
Consumer Cyclical 2.8% $4,957,145
Industrials 2.0% $3,607,767
Consumer Defensive 1.7% $3,055,559
Energy 1.4% $2,586,092
Basic Materials 0.5% $923,701
Utilities 0.2% $319,273

Last Quarter's Activity

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
9 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
3 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
1 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
68 tracked positions · $178,393,143 total · filing declares 124 positions · $181,771,354 · as of Jun 30, 2026
Showing 1–50 of 68 positions by value · page 1 of 2
Ticker Company Shares Value (USD) % of Portfolio History

Showing the top 50 of 68 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.