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AMES NATIONAL CORP (ATLO)

Q2 2025 · 13F-HR

AMES NATIONAL CORP (ATLO)holdings as filed

Filed 2025-08-12 · accession 0001437749-25-026065

$154.6M
Reported value
65
Positions
2025-06-30
Period end
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The Brief · AMES NATIONAL CORP (ATLO) · Q2 2025

AI · grounded in 13F

AMES NATIONAL CORP (ATLO) established a new position in the iShares Core S&P 500 Index IVV valued at $34.3M. The fund also added new positions in the Vanguard Short-Term Bond BSV for $10.8M and the Vanguard Total Bond Market BND for $10.4M. Additional new entries include the iShares Core US Aggregate Bond AGG at $10.4M and Microsoft MSFT at $8.6M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVViShares Core S&P 500 Index$34.3M22.2%55,284CommonSOLE
921937827BSVVanguard Short-Term Bond$10.8M7.01%137,754CommonSOLE
921937835BNDVanguard Total Bond Market$10.4M6.74%141,555CommonSOLE
464287226AGGiShares Core US Aggregate Bond$10.4M6.73%104,836CommonSOLE
594918104MSFTMicrosoft$8.6M5.54%17,226CommonSOLE
464287499IWRiShares Russell Mid-Cap Index$5.5M3.57%59,972CommonSOLE
921909768VXUSVanguard Total International Stock$5.2M3.34%74,768CommonSOLE
922020805VTIPVanguard Short-Term Inflation-Protected Securities$4.4M2.82%86,650CommonSOLE
464287655IWMiShares Russell 2000 Index$3.8M2.44%17,454CommonSOLE
037833100AAPLApple$3.7M2.42%18,234CommonSOLE
81369Y803XLKTechnology Select Sector SPDR$3.4M2.21%13,505CommonSOLE
GEI001202GOEPPINGER ENTERPRISES INC$3.3M2.16%1,202CommonSOLE
922908769VTIVanguard Total Stock Market$3.1M2.02%10,269CommonSOLE
437076102HDHome Depot$3.0M1.94%8,196CommonSOLE
464287507IJHiShares Core S&P Mid-Cap$2.9M1.88%46,986CommonSOLE
46625H100JPMJPMorgan Chase$2.5M1.59%8,490CommonSOLE
084670702BRK/BBerkshire Hathaway B$2.3M1.47%4,674CommonSOLE
478160104JNJJohnson & Johnson$2.0M1.30%12,635CommonSOLE
02079K107GOOGAlphabet C$1.9M1.25%10,855CommonSOLE
464287804IJRiShares Core S&P Small-Cap$1.8M1.19%16,846CommonSOLE
053015103ADPAutomatic Data Processing$1.8M1.18%5,940CommonSOLE
922908363VOOVanguard S&P 500$1.8M1.14%3,091CommonSOLE
89417E109TRVTravelers Companies$1.7M1.11%6,407CommonSOLE
742718109PGProcter & Gamble$1.6M1.06%10,250CommonSOLE
580135101MCDMcDonald's$1.6M1.01%5,320CommonSOLE
166764100CVXChevron$1.5M0.94%6,492CommonSOLE
907818108UNPUnion Pacific$1.4M0.89%5,982CommonSOLE
17275R102CSCOCisco Systems$1.0M0.66%14,777CommonSOLE
30231G102XOMExxon Mobil$977,8540.63%9,071CommonSOLE
931142103WMTWal-Mart$961,8620.62%9,837CommonSOLE
031001100ATLOAmes National$918,2300.59%51,557CommonSOLE
949746101WMT2Wells Fargo$892,1360.58%11,135CommonSOLE
369550108GDGeneral Dynamics$801,1900.52%2,747CommonSOLE
58933Y105MRKMerck$737,2970.48%9,314CommonSOLE
464288687PFFiShares Preferred and Income Securities$719,8140.47%23,462CommonSOLE
92826C839VVisa$709,7740.46%1,999CommonSOLE
747525103QCOMQualcomm$702,1770.45%4,409CommonSOLE
09290D101BLKBlackRock$701,9490.45%669CommonSOLE
91324P102UNHUnitedHealth Group$678,2230.44%2,174CommonSOLE
09260D107BXBlackstone$583,3620.38%3,900CommonSOLE
655844108NSCNorfolk Southern$563,1340.36%2,200CommonSOLE
78462F103SPYSPDR S&P 500$542,4720.35%878CommonSOLE
693506107PPGPPG Industries$519,8380.34%4,570CommonSOLE
02079K305GOOGLAlphabet A$504,5470.33%2,863CommonSOLE
654106103NKENike$463,7490.30%6,528CommonSOLE
244199105DEDeere & Co$461,7090.30%908CommonSOLE
921946406VYMVanguard High Dividend Yield$453,2540.29%3,400CommonSOLE
713448108PEPPepsiCo$446,2960.29%3,380CommonSOLE
001055102AFLAflac$425,5310.28%4,035CommonSOLE
00206R102TAT&T$406,2300.26%14,037CommonSOLE
254687106DISWalt Disney$400,8000.26%3,232CommonSOLE
717081103PFEPfizer$391,7670.25%16,162CommonSOLE
871829107SYYSysco$385,8950.25%5,095CommonSOLE
92343V104VZVerizon Communications$379,1690.25%8,763CommonSOLE
009158106APDAir Products & Chemicals$362,4470.23%1,285CommonSOLE
191216100KOCoca-Cola$350,0000.23%4,947CommonSOLE
20825C104COPConocoPhillips$339,8450.22%3,787CommonSOLE
75513E101RTXRTX Corporation$332,6330.22%2,278CommonSOLE
002824100ABTAbbott Laboratories$316,2230.20%2,325CommonSOLE
00287Y109ABBVAbbvie Inc$271,9330.18%1,465CommonSOLE
23325P104DNPDNP Select Income$262,8130.17%26,845CommonSOLE
018802108LNTAlliant Energy$259,0990.17%4,285CommonSOLE
459200101IBMInternational Business Machines$229,6330.15%779CommonSOLE
921943858VEAVanguard FTSE Developed Markets$212,9900.14%3,736CommonSOLE
494368103KMBKimberly-Clark$207,4310.13%1,675CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.