Filed: 8/12/2025ACC: 0001437749-25-026065
📋 What this filing means
AMES NATIONAL CORP filed this quarterly 13F‑HR report disclosing 66 equity positions with a total reported market value of $154.64M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
66
Positions
$154.64M
Total AUM (reported)
1.17M
Total Shares
Allocation by class
COM$48.99M31.7%
CORE S&P500 ETF$34.33M22.2%
TOTAL BND MRKT$10.42M6.7%
CORE US AGGBD ET$10.40M6.7%
SHORT TRM BOND$8.39M5.4%
RUS MID CAP ETF$5.52M3.6%
VG TL INTL STK F$5.17M3.3%
Portfolio Concentration
Top 3$55.15M35.7%
4–10$39.50M25.5%
11–25$35.70M23.1%
Rest$24.29M15.7%
Top 3 weight
35.7%
Top 10 weight
61.2%
Voting Authority Distribution
Total shares with voting rights: 1.17M
Sole
Full voting authority
1.17M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other66
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings66
Rows:
iShares Core S&P 500 Index
DFNDShares55.28K
TypeSH
Market value$34.33M
22.20%
Sole
55.28K
Shared
0.00
None
0.00
Vanguard Total Bond Market
DFNDShares141.56K
TypeSH
Market value$10.42M
6.74%
Sole
141.56K
Shared
0.00
None
0.00
iShares Core US Aggregate Bond
DFNDShares104.84K
TypeSH
Market value$10.40M
6.73%
Sole
104.84K
Shared
0.00
None
0.00
Microsoft
DFNDShares17.23K
TypeSH
Market value$8.57M
5.54%
Sole
17.23K
Shared
0.00
None
0.00
Vanguard Short-Term Bond
DFNDShares106.59K
TypeSH
Market value$8.39M
5.42%
Sole
106.59K
Shared
0.00
None
0.00
iShares Russell Mid-Cap Index
DFNDShares59.97K
TypeSH
Market value$5.52M
3.57%
Sole
59.97K
Shared
0.00
None
0.00
Vanguard Total International Stock
DFNDShares74.77K
TypeSH
Market value$5.17M
3.34%
Sole
74.77K
Shared
0.00
None
0.00
Vanguard Short-Term Inflation-Protected Securities
DFNDShares86.65K
TypeSH
Market value$4.36M
2.82%
Sole
86.65K
Shared
0.00
None
0.00
iShares Russell 2000 Index
DFNDShares17.45K
TypeSH
Market value$3.77M
2.44%
Sole
17.45K
Shared
0.00
None
0.00
Apple
DFNDShares18.23K
TypeSH
Market value$3.74M
2.42%
Sole
18.23K
Shared
0.00
None
0.00
Technology Select Sector SPDR
DFNDShares13.51K
TypeSH
Market value$3.42M
2.21%
Sole
13.51K
Shared
0.00
None
0.00
GOEPPINGER ENTERPRISES INC
DFNDShares1.20K
TypeSH
Market value$3.34M
2.16%
Sole
1.20K
Shared
0.00
None
0.00
Vanguard Total Stock Market
DFNDShares10.27K
TypeSH
Market value$3.12M
2.02%
Sole
10.27K
Shared
0.00
None
0.00
Home Depot
DFNDShares8.20K
TypeSH
Market value$3.01M
1.94%
Sole
8.20K
Shared
0.00
None
0.00
iShares Core S&P Mid-Cap
DFNDShares46.99K
TypeSH
Market value$2.91M
1.88%
Sole
46.99K
Shared
0.00
None
0.00
JPMorgan Chase
DFNDShares8.49K
TypeSH
Market value$2.46M
1.59%
Sole
8.49K
Shared
0.00
None
0.00
Vanguard Short-Term Bond
DFNDShares31.17K
TypeSH
Market value$2.45M
1.59%
Sole
31.17K
Shared
0.00
None
0.00
Berkshire Hathaway B
DFNDShares4.67K
TypeSH
Market value$2.27M
1.47%
Sole
4.67K
Shared
0.00
None
0.00
Johnson & Johnson
DFNDShares12.63K
TypeSH
Market value$2.02M
1.30%
Sole
12.63K
Shared
0.00
None
0.00
Alphabet C
DFNDShares10.86K
TypeSH
Market value$1.93M
1.25%
Sole
10.86K
Shared
0.00
None
0.00
iShares Core S&P Small-Cap
DFNDShares16.85K
TypeSH
Market value$1.84M
1.19%
Sole
16.85K
Shared
0.00
None
0.00
Automatic Data Processing
DFNDShares5.94K
TypeSH
Market value$1.83M
1.18%
Sole
5.94K
Shared
0.00
None
0.00
Vanguard S&P 500
DFNDShares3.09K
TypeSH
Market value$1.76M
1.14%
Sole
3.09K
Shared
0.00
None
0.00
Travelers Companies
DFNDShares6.41K
TypeSH
Market value$1.71M
1.11%
Sole
6.41K
Shared
0.00
None
0.00
Procter & Gamble
DFNDShares10.25K
TypeSH
Market value$1.63M
1.06%
Sole
10.25K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares Core S&P 500 IndexDFND | CORE S&P500 ETF | 55.28K | SH | $34.33M 22.20% | 55.28K | 0.00 | 0.00 |
Vanguard Total Bond MarketDFND | TOTAL BND MRKT | 141.56K | SH | $10.42M 6.74% | 141.56K | 0.00 | 0.00 |
iShares Core US Aggregate BondDFND | CORE US AGGBD ET | 104.84K | SH | $10.40M 6.73% | 104.84K | 0.00 | 0.00 |
MicrosoftDFND | COM | 17.23K | SH | $8.57M 5.54% | 17.23K | 0.00 | 0.00 |
Vanguard Short-Term BondDFND | SHORT TRM BOND | 106.59K | SH | $8.39M 5.42% | 106.59K | 0.00 | 0.00 |
iShares Russell Mid-Cap IndexDFND | RUS MID CAP ETF | 59.97K | SH | $5.52M 3.57% | 59.97K | 0.00 | 0.00 |
Vanguard Total International StockDFND | VG TL INTL STK F | 74.77K | SH | $5.17M 3.34% | 74.77K | 0.00 | 0.00 |
Vanguard Short-Term Inflation-Protected SecuritiesDFND | STRM INFPROIDX | 86.65K | SH | $4.36M 2.82% | 86.65K | 0.00 | 0.00 |
iShares Russell 2000 IndexDFND | RUSSELL 2000 ETF | 17.45K | SH | $3.77M 2.44% | 17.45K | 0.00 | 0.00 |
AppleDFND | COM | 18.23K | SH | $3.74M 2.42% | 18.23K | 0.00 | 0.00 |
Technology Select Sector SPDRDFND | TECHNOLOGY | 13.51K | SH | $3.42M 2.21% | 13.51K | 0.00 | 0.00 |
GOEPPINGER ENTERPRISES INCDFND | COM | 1.20K | SH | $3.34M 2.16% | 1.20K | 0.00 | 0.00 |
Vanguard Total Stock MarketDFND | TOTAL STK MKT | 10.27K | SH | $3.12M 2.02% | 10.27K | 0.00 | 0.00 |
Home DepotDFND | COM | 8.20K | SH | $3.01M 1.94% | 8.20K | 0.00 | 0.00 |
iShares Core S&P Mid-CapDFND | CORE S&P MCP ETF | 46.99K | SH | $2.91M 1.88% | 46.99K | 0.00 | 0.00 |
JPMorgan ChaseDFND | COM | 8.49K | SH | $2.46M 1.59% | 8.49K | 0.00 | 0.00 |
Vanguard Short-Term BondDFND | SHORT TERM BOND | 31.17K | SH | $2.45M 1.59% | 31.17K | 0.00 | 0.00 |
Berkshire Hathaway BDFND | CL B NEW | 4.67K | SH | $2.27M 1.47% | 4.67K | 0.00 | 0.00 |
Johnson & JohnsonDFND | COM | 12.63K | SH | $2.02M 1.30% | 12.63K | 0.00 | 0.00 |
Alphabet CDFND | CAP STK CL C | 10.86K | SH | $1.93M 1.25% | 10.86K | 0.00 | 0.00 |
iShares Core S&P Small-CapDFND | CORE S&P SCP ETF | 16.85K | SH | $1.84M 1.19% | 16.85K | 0.00 | 0.00 |
Automatic Data ProcessingDFND | COM | 5.94K | SH | $1.83M 1.18% | 5.94K | 0.00 | 0.00 |
Vanguard S&P 500DFND | S&P 500 ETF SHS | 3.09K | SH | $1.76M 1.14% | 3.09K | 0.00 | 0.00 |
Travelers CompaniesDFND | COM | 6.41K | SH | $1.71M 1.11% | 6.41K | 0.00 | 0.00 |
Procter & GambleDFND | COM | 10.25K | SH | $1.63M 1.06% | 10.25K | 0.00 | 0.00 |
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