American State Bank (Iowa)

Bank

CIK

2122473

Location

SIOUX CENTER, IA

Portfolio Value

Small $150,396,762

Diversification

Diversified

Filing Date

Global Rank

#4,838 / 8,586 ▲ 168

Top Industry

Semiconductors 19.8%

3Y Alpha vs SPY

+2.3%

Period ended 3 months ago

Filed Apr 14, 2026 · 2mo

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+88.6%

SPY

+78.1%

Annualised alpha

+2.3%

Max drawdown

−18.2%

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

93 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.0%

−1.2 pts

Top 5

29.4%

−3.4 pts

Top 10

39.9%

−2.5 pts

HHI

326

Diversified−45

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.7%	$50,751,577	14
Financial Services	12.6%	$18,956,072	13
Unclassified	11.9%	$17,959,967	9
Industrials	10.4%	$15,666,157	13
Healthcare	8.7%	$13,029,661	11
Consumer Defensive	4.8%	$7,234,152	5
Utilities	4.1%	$6,159,294	7
Consumer Cyclical	4.0%	$5,958,857	6
Communication Services	3.9%	$5,820,727	6
Energy	3.4%	$5,123,126	4
Real Estate	1.5%	$2,185,675	3
Basic Materials	1.0%	$1,551,497	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VZ	Verizon Communications Inc	+1,710	28,912	$1,451,382
T	At&T Inc.	+1,467	63,863	$1,851,388
DOW	Dow Inc.	+1,346	24,606	$1,024,839
BAC	Bank Of America Corp /De/	+1,316	62,684	$3,055,845
WFC	Wells Fargo & Company/Mn	+1,216	20,824	$1,657,798
INTC	Intel Corp	+920	79,231	$3,496,464
CMCSA	Comcast Corp	+779	13,924	$399,758
PG	PROCTER & GAMBLE Co	+446	11,406	$1,647,482
DBB	Invesco Db Base Metals Fund	+427	14,577	$342,559
SNY	Sanofi	+374	12,434	$599,070
NFLX	Netflix Inc	+357	14,023	$1,348,311
UNH	Unitedhealth Group Inc	+334	3,139	$849,382
BA	Boeing Co	+302	11,668	$2,322,282
MDT	Medtronic plc	+288	9,418	$816,069
NEE	Nextera Energy Inc	+284	12,407	$1,152,362
BRK-B	Berkshire Hathaway Inc	+270	1,769	$847,704
CSCO	Cisco Systems, Inc.	+254	28,396	$2,203,245
V	Visa Inc.	+235	3,366	$1,017,339
ENB	Enbridge Inc	+225	10,734	$581,138
ED	Consolidated Edison Inc	+210	16,213	$1,834,987
AMZN	Amazon Com Inc	+208	7,711	$1,605,969
WMT	Walmart Inc.	+206	23,010	$2,859,682
PEP	Pepsico Inc	+204	7,071	$1,098,055
C	Citigroup Inc	+202	21,471	$2,435,026
MSFT	Microsoft Corp	+180	14,303	$5,294,541
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
DBC	Invesco DB Commodity Index Tracking Fund	−6,850	15,280	$442,356
NVDA	Nvidia Corp	−1,509	111,850	$19,506,640
AAPL	Apple Inc.	−1,012	24,682	$6,264,044
GLD	Spdr Gold Trust	−447	471	$202,666
KIM	Kimco Realty Corp	−202	16,638	$373,855
GD	General Dynamics Corp	−75	5,518	$1,893,887
SPG	Simon Property Group Inc.	−42	1,737	$324,002
GOOGL	Alphabet Inc.	−25	1,016	$292,160
QQQ	Invesco Qqq Trust, Series 1	−11	15,429	$8,905,310
MS	Morgan Stanley	−11	2,922	$480,873
SPY	Spdr S&P 500 ETF Trust	−1	6,507	$4,231,762
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
CASY	Caseys General Stores Inc	318	$231,459
DE	Deere & Co	384	$216,307
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

93 positions · $150,396,762 total · as of Mar 31, 2026

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

Showing 1–50 of 93 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	111,850	-1,509	$19,506,640	−7.7%	12.97%
QQQ	Invesco Qqq Trust, Series 1	Reduced	15,429	-11	$8,905,310	−6.1%	5.92%
AAPL	Apple Inc. Technology	Reduced	24,682	-1,012	$6,264,044	−10.3%	4.17%
MSFT	Microsoft Corp Technology	Added	14,303	+180	$5,294,541	−22.5%	3.52%
SPY	Spdr S&P 500 ETF Trust	Reduced	6,507	-1	$4,231,762	−4.6%	2.81%
INTC	Intel Corp Technology	Added	79,231	+920	$3,496,464	+21.0%	2.32%
AMAT	Applied Materials Inc /De Technology	Added	9,235	+50	$3,156,430	+33.7%	2.10%
JNJ	Johnson & Johnson Healthcare	Added	12,634	+112	$3,088,254	+19.2%	2.05%
BAC	Bank Of America Corp /De/ Financial Services	Added	62,684	+1,316	$3,055,845	−9.5%	2.03%
WM	Waste Management Inc Industrials	Added	12,822	+93	$2,946,367	+5.4%	1.96%
WMT	Walmart Inc. Consumer Defensive	Added	23,010	+206	$2,859,682	+12.6%	1.90%
STX	Seagate Technology Holdings plc Technology	Held	7,000	0	$2,742,320	+42.3%	1.82%
LRCX	Lam Research Corp Technology	Held	12,000	0	$2,563,920	+24.8%	1.70%
AMGN	Amgen Inc Healthcare	Added	7,160	+110	$2,519,246	+9.2%	1.68%
C	Citigroup Inc Financial Services	Added	21,471	+202	$2,435,026	−1.9%	1.62%
GE	General Electric Co Industrials	Added	8,308	+92	$2,357,561	−6.8%	1.57%
BA	Boeing Co Industrials	Added	11,668	+302	$2,322,282	−5.9%	1.54%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	4,992	0	$2,312,244	−3.6%	1.54%
JPM	Jpmorgan Chase & Co Financial Services	Added	7,766	+62	$2,284,446	−8.0%	1.52%
XOM	Exxon Mobil Corp Energy	Added	13,021	+67	$2,209,142	+41.7%	1.47%
CSCO	Cisco Systems, Inc. Technology	Added	28,396	+254	$2,203,245	+1.6%	1.46%
SPGI	S&P Global Inc. Financial Services	Added	5,019	+99	$2,134,781	−17.0%	1.42%
HIG	Hartford Insurance Group, Inc. Financial Services	Added	15,472	+106	$2,092,278	−1.2%	1.39%
AVGO	Broadcom Inc. Technology	Added	6,724	+79	$2,081,145	−9.5%	1.38%
GD	General Dynamics Corp Industrials	Reduced	5,518	-75	$1,893,887	+0.6%	1.26%
T	At&T Inc. Communication Services	Added	63,863	+1,467	$1,851,388	+19.5%	1.23%
ED	Consolidated Edison Inc Utilities	Added	16,213	+210	$1,834,987	+15.5%	1.22%
WFC	Wells Fargo & Company/Mn Financial Services	Added	20,824	+1,216	$1,657,798	−9.3%	1.10%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	11,406	+446	$1,647,482	+4.9%	1.10%
AMZN	Amazon Com Inc Consumer Cyclical	Added	7,711	+208	$1,605,969	−7.3%	1.07%
GS	Goldman Sachs Group Inc Financial Services	Added	1,897	+12	$1,604,843	−3.1%	1.07%
CVX	Chevron Corp Energy	Added	7,745	+93	$1,602,440	+37.4%	1.07%
RTX	RTX Corp Industrials	Held	7,936	0	$1,530,854	+5.2%	1.02%
PLD	Prologis, Inc. Real Estate	Added	11,256	+125	$1,487,818	+4.7%	0.99%
VZ	Verizon Communications Inc Communication Services	Added	28,912	+1,710	$1,451,382	+31.0%	0.97%
GILD	Gilead Sciences, Inc. Healthcare	Added	10,246	+160	$1,427,985	+15.4%	0.95%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,425	+47	$1,419,912	+19.5%	0.94%
MCD	Mcdonalds Corp Consumer Cyclical	Added	4,449	+88	$1,382,704	+3.7%	0.92%
NFLX	Netflix Inc Communication Services	Added	14,023	+357	$1,348,311	+5.2%	0.90%
ROST	Ross Stores, Inc. Consumer Cyclical	Added	5,588	+65	$1,210,528	+21.7%	0.80%
NEE	Nextera Energy Inc Utilities	Added	12,407	+284	$1,152,362	+18.4%	0.77%
WEC	Wec Energy Group, Inc. Utilities	Held	9,584	0	$1,109,539	+9.8%	0.74%
PEP	Pepsico Inc Consumer Defensive	Added	7,071	+204	$1,098,055	+11.4%	0.73%
UNP	Union Pacific Corp Industrials	Added	4,434	+120	$1,075,777	+7.8%	0.72%
DOW	Dow Inc. Basic Materials	Added	24,606	+1,346	$1,024,839	+88.5%	0.68%
DELL	Dell Technologies Inc. Technology	Held	6,231	0	$1,022,694	+30.4%	0.68%
V	Visa Inc. Financial Services	Added	3,366	+235	$1,017,339	−7.4%	0.68%
ABBV	AbbVie Inc. Healthcare	Added	4,581	+42	$996,321	−3.9%	0.66%
GEV	GE Vernova Inc. Industrials	Held	1,099	0	$959,317	+33.6%	0.64%
CI	Cigna Group Healthcare	Held	3,511	0	$936,559	−3.1%	0.62%