Filed: 2/13/2026ACC: 0001437749-26-004091
📋 What this filing means
AMES NATIONAL CORP filed this quarterly 13F‑HR report disclosing 66 equity positions with a total reported market value of $170.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
66
Positions
$170.80M
Total AUM (reported)
1.25M
Total Shares
Allocation by class
COM$51.02M29.9%
CORE S&P500 ETF$42.64M25.0%
SHORT TRM BOND$11.83M6.9%
TOTAL BND MRKT$11.43M6.7%
CORE US AGGBD ET$11.37M6.7%
VG TL INTL STK F$5.93M3.5%
RUS MID CAP ETF$5.30M3.1%
Portfolio Concentration
Top 3$65.90M38.6%
4–10$43.49M25.5%
11–25$37.14M21.7%
Rest$24.27M14.2%
Top 3 weight
38.6%
Top 10 weight
64.0%
Voting Authority Distribution
Total shares with voting rights: 1.25M
Sole
Full voting authority
1.25M
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
DFNDShares62.25K
TypeSH
Market value$42.64M
24.96%
Sole
62.25K
Shared
0.00
None
0.00
Vanguard Short-Term Bond
DFNDShares150.09K
TypeSH
Market value$11.83M
6.93%
Sole
150.09K
Shared
0.00
None
0.00
Vanguard Total Bond Market
DFNDShares154.37K
TypeSH
Market value$11.43M
6.69%
Sole
154.37K
Shared
0.00
None
0.00
iShares Core US Aggregate Bond
DFNDShares113.86K
TypeSH
Market value$11.37M
6.66%
Sole
113.86K
Shared
0.00
None
0.00
Microsoft
DFNDShares15.78K
TypeSH
Market value$7.63M
4.47%
Sole
15.78K
Shared
0.00
None
0.00
Vanguard Total International Stock
DFNDShares78.64K
TypeSH
Market value$5.93M
3.47%
Sole
78.64K
Shared
0.00
None
0.00
iShares Russell Mid-Cap Index
DFNDShares55.06K
TypeSH
Market value$5.30M
3.10%
Sole
55.06K
Shared
0.00
None
0.00
Apple
DFNDShares17.68K
TypeSH
Market value$4.81M
2.81%
Sole
17.68K
Shared
0.00
None
0.00
Vanguard Short-Term Inflation-Protected Securities
DFNDShares90.56K
TypeSH
Market value$4.48M
2.62%
Sole
90.56K
Shared
0.00
None
0.00
iShares Russell 2000 Index
DFNDShares16.12K
TypeSH
Market value$3.97M
2.32%
Sole
16.12K
Shared
0.00
None
0.00
iShares Core S&P Mid-Cap
DFNDShares55.35K
TypeSH
Market value$3.65M
2.14%
Sole
55.35K
Shared
0.00
None
0.00
State Street Technology Select Sector SPDR
DFNDShares24.49K
TypeSH
Market value$3.53M
2.06%
Sole
24.49K
Shared
0.00
None
0.00
Vanguard Total Stock Market
DFNDShares10.23K
TypeSH
Market value$3.43M
2.01%
Sole
10.23K
Shared
0.00
None
0.00
Goeppinger Enterprises Inc
DFNDShares1.20K
TypeSH
Market value$3.42M
2.00%
Sole
1.20K
Shared
0.00
None
0.00
Alphabet C
DFNDShares9.69K
TypeSH
Market value$3.04M
1.78%
Sole
9.69K
Shared
0.00
None
0.00
Home Depot
DFNDShares8.07K
TypeSH
Market value$2.78M
1.63%
Sole
8.07K
Shared
0.00
None
0.00
Johnson & Johnson
DFNDShares12.29K
TypeSH
Market value$2.54M
1.49%
Sole
12.29K
Shared
0.00
None
0.00
JPMorgan Chase
DFNDShares7.73K
TypeSH
Market value$2.49M
1.46%
Sole
7.73K
Shared
0.00
None
0.00
iShares Core S&P Small-Cap
DFNDShares20.28K
TypeSH
Market value$2.44M
1.43%
Sole
20.28K
Shared
0.00
None
0.00
Berkshire Hathaway B
DFNDShares4.67K
TypeSH
Market value$2.35M
1.38%
Sole
4.67K
Shared
0.00
None
0.00
Travelers Companies
DFNDShares6.05K
TypeSH
Market value$1.76M
1.03%
Sole
6.05K
Shared
0.00
None
0.00
Automatic Data Processing
DFNDShares5.95K
TypeSH
Market value$1.53M
0.90%
Sole
5.95K
Shared
0.00
None
0.00
Alliant Energy
DFNDShares22.42K
TypeSH
Market value$1.46M
0.85%
Sole
22.42K
Shared
0.00
None
0.00
McDonald's
DFNDShares4.46K
TypeSH
Market value$1.36M
0.80%
Sole
4.46K
Shared
0.00
None
0.00
Chevron
DFNDShares8.93K
TypeSH
Market value$1.36M
0.80%
Sole
8.93K
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 | 62.25K | SH | $42.64M 24.96% | 62.25K | 0.00 | 0.00 |
Vanguard Short-Term BondDFND | SHORT TRM BOND | 150.09K | SH | $11.83M 6.93% | 150.09K | 0.00 | 0.00 |
Vanguard Total Bond MarketDFND | TOTAL BND MRKT | 154.37K | SH | $11.43M 6.69% | 154.37K | 0.00 | 0.00 |
iShares Core US Aggregate BondDFND | CORE US AGGBD ET | 113.86K | SH | $11.37M 6.66% | 113.86K | 0.00 | 0.00 |
MicrosoftDFND | COM | 15.78K | SH | $7.63M 4.47% | 15.78K | 0.00 | 0.00 |
Vanguard Total International StockDFND | VG TL INTL STK F | 78.64K | SH | $5.93M 3.47% | 78.64K | 0.00 | 0.00 |
iShares Russell Mid-Cap IndexDFND | RUS MID CAP ETF | 55.06K | SH | $5.30M 3.10% | 55.06K | 0.00 | 0.00 |
AppleDFND | COM | 17.68K | SH | $4.81M 2.81% | 17.68K | 0.00 | 0.00 |
Vanguard Short-Term Inflation-Protected SecuritiesDFND | STRM INFPROIDX | 90.56K | SH | $4.48M 2.62% | 90.56K | 0.00 | 0.00 |
iShares Russell 2000 IndexDFND | RUSSELL 2000 ETF | 16.12K | SH | $3.97M 2.32% | 16.12K | 0.00 | 0.00 |
iShares Core S&P Mid-CapDFND | CORE S&P MCP ETF | 55.35K | SH | $3.65M 2.14% | 55.35K | 0.00 | 0.00 |
State Street Technology Select Sector SPDRDFND | STATE STREET TEC | 24.49K | SH | $3.53M 2.06% | 24.49K | 0.00 | 0.00 |
Vanguard Total Stock MarketDFND | TOTAL STK MKT | 10.23K | SH | $3.43M 2.01% | 10.23K | 0.00 | 0.00 |
Goeppinger Enterprises IncDFND | COM | 1.20K | SH | $3.42M 2.00% | 1.20K | 0.00 | 0.00 |
Alphabet CDFND | CAP STK CL C | 9.69K | SH | $3.04M 1.78% | 9.69K | 0.00 | 0.00 |
Home DepotDFND | COM | 8.07K | SH | $2.78M 1.63% | 8.07K | 0.00 | 0.00 |
Johnson & JohnsonDFND | COM | 12.29K | SH | $2.54M 1.49% | 12.29K | 0.00 | 0.00 |
JPMorgan ChaseDFND | COM | 7.73K | SH | $2.49M 1.46% | 7.73K | 0.00 | 0.00 |
iShares Core S&P Small-CapDFND | CORE S&P SCP ETF | 20.28K | SH | $2.44M 1.43% | 20.28K | 0.00 | 0.00 |
Berkshire Hathaway BDFND | CL B NEW | 4.67K | SH | $2.35M 1.38% | 4.67K | 0.00 | 0.00 |
Travelers CompaniesDFND | COM | 6.05K | SH | $1.76M 1.03% | 6.05K | 0.00 | 0.00 |
Automatic Data ProcessingDFND | COM | 5.95K | SH | $1.53M 0.90% | 5.95K | 0.00 | 0.00 |
Alliant EnergyDFND | COM | 22.42K | SH | $1.46M 0.85% | 22.42K | 0.00 | 0.00 |
McDonald'sDFND | COM | 4.46K | SH | $1.36M 0.80% | 4.46K | 0.00 | 0.00 |
ChevronDFND | COM | 8.93K | SH | $1.36M 0.80% | 8.93K | 0.00 | 0.00 |
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