American State Bank (Iowa)
BankFiling 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 SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Technology | 33.7% | $50,751,577 |
| Financial Services | 12.6% | $18,956,072 |
| Unclassified | 11.9% | $17,959,967 |
| Industrials | 10.4% | $15,666,157 |
| Healthcare | 8.7% | $13,029,661 |
| Consumer Defensive | 4.8% | $7,234,152 |
| Utilities | 4.1% | $6,159,294 |
| Consumer Cyclical | 4.0% | $5,958,857 |
| Communication Services | 3.9% | $5,820,727 |
| Energy | 3.4% | $5,123,126 |
| Real Estate | 1.5% | $2,185,675 |
| Basic Materials | 1.0% | $1,551,497 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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. | |||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
6 positions ·
$5,820,727 total
· Communication Services only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| T |
At&T Inc.
Communication Services
|
Added | 63,863 | $1,851,388 | 31.81% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 28,912 | $1,451,382 | 24.93% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 14,023 | $1,348,311 | 23.16% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 835 | $477,728 | 8.21% | |
| CMCSA |
Comcast Corp
Communication Services
|
Added | 13,924 | $399,758 | 6.87% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,016 | $292,160 | 5.02% |