American State Bank (Iowa)

Bank

CIK

2122473

Location

SIOUX CENTER, IA

Portfolio Value

Micro $7,234,152

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

5 positions · $7,234,152 total · Consumer Defensive 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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
WMT	Walmart Inc. Consumer Defensive	Added	23,010	+206	$2,859,682	+12.6%	39.53%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	11,406	+446	$1,647,482	+4.9%	22.77%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,425	+47	$1,419,912	+19.5%	19.63%
PEP	Pepsico Inc Consumer Defensive	Added	7,071	+204	$1,098,055	+11.4%	15.18%
CLX	Clorox Co /De/ Consumer Defensive	Held	2,017	0	$209,021	+2.8%	2.89%