AMES NATIONAL CORP
Filing Date
Global Rank
#6,957
/ 8,586
▼ 72
Top Industry
Software - Infrastructure
13.1%
3Y Alpha vs SPY
-8.7%
Period ended 3 months ago
Filed May 12, 2026 · 35d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+13.7%
SPY
+25.8%
Annualised alpha
-8.7%
Max drawdown
−12.5%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
49 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
13.0%
−1.6 pts
Top 5
39.6%
+1.0 pts
Top 10
57.5%
+2.8 pts
HHI
489
Diversified−4
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 29.1% | $13,149,960 |
| Financial Services | 18.2% | $8,221,793 |
| Healthcare | 12.2% | $5,515,886 |
| Consumer Cyclical | 11.3% | $5,136,057 |
| Consumer Defensive | 7.5% | $3,414,242 |
| Energy | 7.2% | $3,244,063 |
| Industrials | 6.7% | $3,042,815 |
| Communication Services | 4.1% | $1,833,059 |
| Basic Materials | 1.9% | $861,720 |
| Unclassified | 1.2% | $538,481 |
| Utilities | 0.7% | $300,315 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| T | At&T Inc. | −27,700 | 14,037 | $406,932 | |
| LNT | Alliant Energy Corp | −18,233 | 4,185 | $300,315 | |
| ATLO | Ames National Corp | −12,000 | 46,557 | $1,313,838 | |
| WFC | Wells Fargo & Company/Mn | −8,000 | 3,000 | $238,830 | |
| VZ | Verizon Communications Inc | −6,094 | 7,163 | $359,582 | |
| TRV | Travelers Companies, Inc. | −5,326 | 726 | $211,759 | |
| UNP | Union Pacific Corp | −1,430 | 4,082 | $990,374 | |
| JNJ | Johnson & Johnson | −1,199 | 11,096 | $2,712,305 | |
| NSC | Norfolk Southern Corp | −900 | 1,300 | $373,100 | |
| NKE | NIKE, Inc. | −621 | 5,497 | $290,351 | |
| PG | PROCTER & GAMBLE Co | −525 | 8,777 | $1,267,749 | |
| WMT | Walmart Inc. | −450 | 7,973 | $990,883 | |
| CVX | Chevron Corp | −440 | 8,492 | $1,756,994 | |
| JPM | Jpmorgan Chase & Co | −325 | 7,405 | $2,178,254 | |
| ADP | Automatic Data Processing Inc | −270 | 5,683 | $1,154,671 | |
| MRK | Merck & Co., Inc. | −250 | 7,854 | $944,757 | |
| HD | Home Depot, Inc. | −206 | 7,868 | $2,587,705 | |
| KO | Coca Cola Co | −200 | 4,597 | $349,601 | |
| AFL | Aflac Inc | −195 | 3,690 | $404,829 | |
| SYY | Sysco Corp | −170 | 4,725 | $337,034 | |
| SPY | Spdr S&P 500 ETF Trust | −50 | 828 | $538,481 | |
| BLK | BlackRock, Inc. | −50 | 564 | $542,403 | |
| DIS | Walt Disney Co | −48 | 2,524 | $243,262 | |
| UNH | Unitedhealth Group Inc | −33 | 1,516 | $410,213 | |
| PEP | Pepsico Inc | −5 | 3,020 | $468,975 | |
| No positions match the current search. | |||||
6 positions ·
$13,149,960 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Added | 15,856 | $5,869,415 | 44.63% | |
| AAPL |
Apple Inc.
Technology
|
Held | 17,681 | $4,487,260 | 34.12% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 5,683 | $1,154,671 | 8.78% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 12,606 | $978,099 | 7.44% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Held | 3,414 | $439,654 | 3.34% | |
| KLAC |
Kla Corp
Technology
|
NEW | 150 | $220,861 | 1.68% |