American State Bank (Iowa)
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 59.8%; sector active share 22.0% against the combined 13F book's sector weights.
Over time 23 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.
View clone backtestPortfolio Concentration
139 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 32.3% | $77,788,321 |
| Unclassified | 30.5% | $73,553,925 |
| Financial Services | 9.2% | $22,105,582 |
| Industrials | 7.5% | $17,998,425 |
| Healthcare | 5.8% | $14,082,068 |
| Communication Services | 3.0% | $7,280,918 |
| Consumer Defensive | 3.0% | $7,229,681 |
| Consumer Cyclical | 2.7% | $6,594,002 |
| Utilities | 2.6% | $6,245,364 |
| Energy | 1.8% | $4,413,803 |
| Real Estate | 1.1% | $2,568,249 |
| Basic Materials | 0.5% | $1,262,561 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| — | +83,610 | 105,028 | $2,878,817 | ||
| IWF | iShares Russell 1000 Growth ETF | +82,336 | 115,412 | $14,330,708 | |
| VUG | VANGUARD GROWTH INDEX FUND | +4,630 | 5,388 | $464,122 | |
| T | At&T Inc. | +4,593 | 68,456 | $1,417,039 | |
| — | +3,610 | 19,042 | $572,402 | ||
| MDT | Medtronic plc | +2,682 | 12,100 | $946,583 | |
| DOW | Dow Inc. | +2,480 | 27,086 | $741,072 | |
| SPBO | State Street(R) SPDR Portfolio Corporate Bond ETF | +2,297 | 10,197 | $296,120 | |
| VZ | Verizon Communications Inc | +2,170 | 31,082 | $1,316,011 | |
| IWD | iShares Russell 1000 Value ETF | +2,163 | 34,311 | $8,318,015 | |
| VEA | Vanguard FTSE Developed Markets ETF | +1,669 | 14,574 | $1,038,397 | |
| NFLX | Netflix Inc | +1,496 | 15,519 | $1,108,056 | |
| BAC | Bank Of America Corp | +1,303 | 63,987 | $3,645,979 | |
| PG | PROCTER & GAMBLE Co | +1,173 | 12,579 | $1,844,584 | |
| ADBE | Adobe Inc. | +1,040 | 4,674 | $958,263 | |
| MSFT | Microsoft Corp | +893 | 15,196 | $5,668,411 | |
| JNJ | Johnson & Johnson | +885 | 13,519 | $3,433,420 | |
| NEE | Nextera Energy Inc | +820 | 13,227 | $1,160,933 | |
| MCD | Mcdonalds Corp | +746 | 5,195 | $1,404,260 | |
| AAPL | Apple Inc. | +699 | 25,381 | $7,344,246 | |
| ED | Consolidated Edison Inc | +652 | 16,865 | $1,865,774 | |
| WMT | Walmart Inc. | +650 | 23,660 | $2,679,731 | |
| PEP | Pepsico Inc | +638 | 7,709 | $1,043,798 | |
| SPGI | S&P Global Inc. | +595 | 5,614 | $2,286,357 | |
| AMZN | Amazon Com Inc | +579 | 8,290 | $1,975,838 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CVS | CVS HEALTH Corp | −4,290 | 3,501 | $362,178 | |
| IWV | iShares Russell 3000 ETF | −3,472 | 2,999 | $1,278,773 | |
| — | −2,841 | 2,706 | $598,567 | ||
| IWO | iShares Russell 2000 Growth ETF | −2,744 | 2,448 | $964,414 | |
| XLF | State Street Corp | −1,894 | 7,997 | $428,719 | |
| APD | Air Products & Chemicals, Inc. | −925 | 888 | $260,343 | |
| IJR | iShares Core S&P Small-Cap ETF | −834 | 11,957 | $1,773,342 | |
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | −761 | 4,046 | $770,843 | |
| AGG | iShares Core U.S. Aggregate Bond ETF | −744 | 27,621 | $2,733,926 | |
| TMO | Thermo Fisher Scientific Inc. | −532 | 628 | $314,854 | |
| USRT | iShares Core U.S. REIT ETF | −428 | 19,224 | $1,277,434 | |
| NVDA | Nvidia Corp | −309 | 111,541 | $22,318,238 | |
| XSD | State Street(R) SPDR(R) S&P(R) Semiconductor ETF | −291 | 358 | $223,284 | |
| INTC | Intel Corp | −246 | 78,985 | $11,028,675 | |
| AVGO | Broadcom Inc. | −98 | 6,626 | $2,502,971 | |
| DBP | Invesco DB Precious Metals Fund | −52 | 5,918 | $547,237 | |
| LRCX | Lam Research Corp | −50 | 11,950 | $5,178,293 | |
| DGRO | iShares Core Dividend Growth ETF | −50 | 11,987 | $908,494 | |
| CASY | Caseys General Stores Inc | −47 | 271 | $215,388 | |
| DELL | Dell Technologies Inc. | −44 | 6,187 | $2,669,443 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | −40 | 1,017 | $376,330 | |
| IJH | iShares Core S&P Mid-Cap ETF | −39 | 9,666 | $745,345 | |
| GOOGL | Alphabet Inc. | −19 | 997 | $356,297 | |
| IUSV | iShares Core S&P U.S. Value ETF | −17 | 11,979 | $1,319,486 | |
| IUSG | iShares Core S&P U.S. Growth ETF | −16 | 7,895 | $1,484,970 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CRWD | CrowdStrike Holdings, Inc. | 627 | $478,488 | |
| DIS | Walt Disney Co | 4,112 | $395,780 | |
| LLY | ELI LILLY & Co | 317 | $380,219 | |
| MCK | Mckesson Corp | 397 | $299,973 | |
| NEM | NEWMONT Corp | 2,796 | $261,146 | |
| GLW | Corning Inc | 900 | $229,887 | |
| VOO | VANGUARD 500 INDEX FUND | 325 | $223,213 | |
| VBR | VANGUARD SMALL-CAP VALUE INDEX FUND | 913 | $221,849 | |
| ESS | Essex Property Trust, Inc. | 748 | $218,109 | |
| VEU | Vanguard International Equity Index Funds | 2,565 | $214,818 | |
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND | 550 | $201,135 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SNY | Sanofi | 12,434 | $599,070 | |
| CRM | Salesforce, Inc. | 2,143 | $400,033 | |
| CMCSA | Comcast Corp | 13,924 | $399,758 | |
| XLY | State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF | 2,527 | $275,392 | |
| XLI | State Street(R) Industrial Select Sector SPDR(R) ETF | 1,393 | $225,289 | |
| XBI | State Street(R) SPDR(R) S&P(R) Biotech ETF | 1,601 | $204,495 | |
| XAR | State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF | 799 | $202,930 | |
| GLD | Spdr Gold Trust | 471 | $202,666 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 111,541 | $22,318,238 | 9.26% | |
| IWF |
iShares Russell 1000 Growth ETF
|
Added | 115,412 | $14,330,708 | 5.94% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 15,429 | $11,361,915 | 4.71% | |
| INTC |
Intel Corp
Technology
|
Reduced | 78,985 | $11,028,675 | 4.57% | |
| IWD |
iShares Russell 1000 Value ETF
|
Added | 34,311 | $8,318,015 | 3.45% | |
| AAPL |
Apple Inc.
Technology
|
Added | 25,381 | $7,344,246 | 3.05% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Held | 7,000 | $6,755,000 | 2.80% | |
| AMAT |
Applied Materials Inc
Technology
|
Added | 9,314 | $6,734,022 | 2.79% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 15,196 | $5,668,411 | 2.35% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 11,950 | $5,178,293 | 2.15% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 6,507 | $4,859,232 | 2.02% | |
| BAC |
Bank Of America Corp
Financial Services
|
Added | 63,987 | $3,645,979 | 1.51% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 13,519 | $3,433,420 | 1.42% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 28,834 | $3,386,841 | 1.40% | |
| GE |
General Electric Co
Industrials
|
Added | 8,478 | $3,168,482 | 1.31% | |
| C |
Citigroup Inc
Financial Services
|
Added | 21,941 | $3,070,862 | 1.27% | |
| WM |
Waste Management Inc
Industrials
|
Added | 13,263 | $2,956,057 | 1.23% | |
|
|
Added | 105,028 | $2,878,817 | 1.19% | ||
| AGG |
iShares Core U.S. Aggregate Bond ETF
|
Reduced | 27,621 | $2,733,926 | 1.13% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 23,660 | $2,679,731 | 1.11% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 7,398 | $2,678,963 | 1.11% | |
| DELL |
Dell Technologies Inc.
Technology
|
Reduced | 6,187 | $2,669,443 | 1.11% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Held | 4,992 | $2,607,770 | 1.08% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 7,939 | $2,598,672 | 1.08% | |
| BA |
Boeing Co
Industrials
|
Added | 11,910 | $2,578,157 | 1.07% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 6,626 | $2,502,971 | 1.04% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Added | 5,614 | $2,286,357 | 0.95% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 5,968 | $2,108,673 | 0.87% | |
| HIG |
Hartford Insurance Group, Inc.
Financial Services
|
Added | 15,664 | $2,075,793 | 0.86% | |
| GD |
General Dynamics Corp
Industrials
|
Added | 5,659 | $2,004,644 | 0.83% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 8,290 | $1,975,838 | 0.82% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 1,949 | $1,971,160 | 0.82% | |
| ED |
Consolidated Edison Inc
Utilities
|
Added | 16,865 | $1,865,774 | 0.77% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 12,579 | $1,844,584 | 0.76% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 13,099 | $1,790,895 | 0.74% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Reduced | 11,957 | $1,773,342 | 0.74% | |
| WFC |
Wells Fargo & Company
Financial Services
|
Added | 21,368 | $1,765,851 | 0.73% | |
| PLD |
Prologis, Inc.
Real Estate
|
Added | 11,367 | $1,539,887 | 0.64% | |
| RTX |
RTX Corp
Industrials
|
Added | 8,014 | $1,520,496 | 0.63% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 3,589 | $1,491,696 | 0.62% | |
| IUSG |
iShares Core S&P U.S. Growth ETF
|
Reduced | 7,895 | $1,484,970 | 0.62% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 1,550 | $1,449,978 | 0.60% | |
| VIG |
Vanguard Specialized Funds
|
Held | 6,020 | $1,424,452 | 0.59% | |
| IEFA |
iShares Core MSCI EAFE ETF
|
Added | 14,705 | $1,420,208 | 0.59% | |
| T |
At&T Inc.
Communication Services
|
Added | 68,456 | $1,417,039 | 0.59% | |
| MU |
Micron Technology Inc
Technology
|
Added | 1,222 | $1,410,542 | 0.58% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 5,195 | $1,404,260 | 0.58% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Added | 10,775 | $1,361,313 | 0.56% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 4,928 | $1,340,416 | 0.56% | |
| CVX |
Chevron Corp
Energy
|
Added | 8,073 | $1,338,180 | 0.55% |
Showing the top 50 of 139 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.