Institutional
American State Bank (Iowa)
CIK 0002122473
$246.5M
Reported AUM
139
Positions
Q2 2026
Period
2026-07-09
Filed
Editorial summary
Summary for American State Bank (Iowa) · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $201.19 | 3.15% | 12.42% | 774.16% | $22.3M | 9.05% | — | HELD |
| 2 | IWF | ISHARES TR | $118.35 | 0.78% | 9.16% | 66.32% | $14.3M | 5.81% | — | HELD |
| 3 | QQQ | INVESCO QQQ TR | $688.22 | 0.68% | 24.01% | 85.38% | $11.4M | 4.61% | — | HELD |
| 4 | INTC | INTEL CORP | $90.20 | -1.02% | 367.12% | 81.15% | $11.0M | 4.47% | — | HELD |
| 5 | IWD | ISHARES TR | $251.78 | 0.43% | 32.19% | 69.23% | $8.3M | 3.37% | — | HELD |
| 6 | AAPL | APPLE INC | $310.42 | -6.90% | 53.24% | 108.42% | $7.3M | 2.98% | — | HELD |
| 7 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $856.13 | 0.52% | 454.69% | 1028.71% | $6.8M | 2.74% | — | HELD |
| 8 | AMAT | APPLIED MATLS INC | $507.67 | 1.18% | 187.89% | 296.32% | $6.7M | 2.73% | — | HELD |
| 9 | MSFT | MICROSOFT CORP | $465.00 | 3.08% | -10.62% | 60.10% | $5.7M | 2.30% | — | HELD |
| 10 | LRCX | LAM RESEARCH CORP | $293.02 | -1.58% | 210.64% | 418.55% | $5.2M | 2.10% | — | HELD |
| 11 | SPY | SPDR S&P 500 ETF TR | $746.85 | 0.70% | 20.62% | 75.74% | $4.9M | 1.97% | — | HELD |
| 12 | BAC | BANK AMERICA CORP | $61.97 | 0.39% | 38.49% | 67.53% | $3.6M | 1.48% | — | HELD |
| 13 | JNJ | JOHNSON & JOHNSON | $256.32 | 0.20% | 58.23% | 70.72% | $3.4M | 1.39% | — | HELD |
| 14 | CSCO | CISCO SYS INC | $115.99 | 2.14% | 73.60% | 122.41% | $3.4M | 1.37% | — | HELD |
| 15 | GE | GE AEROSPACE | $360.33 | 1.49% | 34.35% | 461.56% | $3.2M | 1.29% | — | HELD |
| 16 | C | CITIGROUP INC | $132.44 | 0.09% | 47.36% | 117.15% | $3.1M | 1.25% | — | HELD |
| 17 | WM | WASTE MGMT INC DEL | $226.54 | 0.09% | 0.47% | 57.78% | $3.0M | 1.20% | — | HELD |
| 18 | HDV | ISHARES TR | $28.73 | 0.03% | 25.59% | 76.46% | $2.9M | 1.17% | — | HELD |
| 19 | AGG | ISHARES TR | $97.39 | -0.24% | 1.78% | -1.82% | $2.7M | 1.11% | — | HELD |
| 20 | WMT | WALMART INC | $111.21 | 0.09% | 13.75% | 139.00% | $2.7M | 1.09% | — | HELD |
| 21 | AMGN | AMGEN INC | $385.16 | -0.64% | 34.50% | 99.65% | $2.7M | 1.09% | — | HELD |
| 22 | DELL | DELL TECHNOLOGIES INC | $405.06 | 0.06% | 222.44% | 803.38% | $2.7M | 1.08% | — | HELD |
| 23 | DIA | SPDR DOW JONES INDL AVERAGE | $524.44 | 0.56% | 21.49% | 60.52% | $2.6M | 1.06% | — | HELD |
| 24 | JPM | JPMORGAN CHASE & CO. | $351.86 | 0.29% | 23.57% | 148.58% | $2.6M | 1.05% | — | HELD |
| 25 | BA | BOEING CO | $216.14 | -2.15% | -3.07% | -2.01% | $2.6M | 1.05% | — | HELD |
| 26 | AVGO | BROADCOM INC | $389.53 | 0.44% | 35.65% | 758.72% | $2.5M | 1.02% | — | HELD |
| 27 | SPGI | S&P GLOBAL INC | $411.77 | -0.78% | -18.94% | 2.88% | $2.3M | 0.93% | — | HELD |
| 28 | EFV | ISHARES TR | $80.88 | -0.53% | 34.95% | 95.87% | $2.1M | 0.86% | — | HELD |
| 29 | GOOG | ALPHABET INC | $356.65 | 6.88% | 76.17% | 131.42% | $2.1M | 0.86% | — | HELD |
| 30 | HIG | HARTFORD INSURANCE GROUP INC | $141.91 | -0.80% | 18.11% | 133.61% | $2.1M | 0.84% | — | HELD |
| 31 | IEMG | ISHARES INC | $77.61 | 0.73% | — | — | $2.0M | 0.82% | — | HELD |
| 32 | GD | GENERAL DYNAMICS CORP | $383.39 | 0.31% | — | — | $2.0M | 0.81% | — | HELD |
| 33 | AMZN | AMAZON COM INC | $271.42 | 15.25% | — | — | $2.0M | 0.80% | — | HELD |
| 34 | GS | GOLDMAN SACHS GROUP INC | $1017.98 | -0.67% | — | — | $2.0M | 0.80% | — | HELD |
| 35 | ED | CONSOLIDATED EDISON INC | $108.85 | -0.74% | — | — | $1.9M | 0.76% | — | HELD |
| 36 | PG | PROCTER AND GAMBLE CO | $144.52 | 0.39% | — | — | $1.8M | 0.75% | — | HELD |
| 37 | XOM | EXXON MOBIL CORP | $155.44 | -0.97% | — | — | $1.8M | 0.73% | — | HELD |
| 38 | IJR | ISHARES TR | $145.46 | -0.03% | — | — | $1.8M | 0.72% | — | HELD |
| 39 | WMT2 | WELLS FARGO CO NEW | — | — | — | — | $1.8M | 0.72% | — | HELD |
| 40 | PLD | PROLOGIS INC. | $144.65 | -1.05% | — | — | $1.5M | 0.62% | — | HELD |
| 41 | RTX | RTX CORPORATION | $215.15 | 0.36% | — | — | $1.5M | 0.62% | — | HELD |
| 42 | UNH | UNITEDHEALTH GROUP INC | $414.22 | -1.72% | — | — | $1.5M | 0.61% | — | HELD |
| 43 | IUSG | ISHARES TR | $184.83 | 1.37% | — | — | $1.5M | 0.60% | — | HELD |
| 44 | COST | COSTCO WHSL CORP NEW | $951.89 | -0.24% | — | — | $1.4M | 0.59% | — | HELD |
| 45 | VIG | VANGUARD SPECIALIZED FUNDS | $239.14 | -0.38% | — | — | $1.4M | 0.58% | — | HELD |
| 46 | IEFA | ISHARES TR | $98.26 | -0.63% | — | — | $1.4M | 0.58% | — | HELD |
| 47 | T | AT&T INC | $23.27 | 0.25% | — | — | $1.4M | 0.57% | — | HELD |
| 48 | MU | MICRON TECHNOLOGY INC | $823.03 | -5.90% | — | — | $1.4M | 0.57% | — | HELD |
| 49 | MCD | MCDONALDS CORP | $270.67 | 0.83% | — | — | $1.4M | 0.57% | — | HELD |
| 50 | GILD | GILEAD SCIENCES INC | $130.21 | -0.82% | — | — | $1.4M | 0.55% | — | HELD |
| 51 | UNP | UNION PAC CORP | $292.12 | 0.92% | — | — | $1.3M | 0.54% | — | HELD |
| 52 | CVX | CHEVRON CORP NEW | $196.85 | 2.36% | — | — | $1.3M | 0.54% | — | HELD |
| 53 | IUSV | ISHARES TR | $112.29 | -0.22% | — | — | $1.3M | 0.54% | — | HELD |
| 54 | VZ | VERIZON COMMUNICATIONS INC | $46.82 | 1.54% | — | — | $1.3M | 0.53% | — | HELD |
| 55 | V | VISA INC | $366.16 | -0.03% | — | — | $1.3M | 0.53% | — | HELD |
| 56 | GEV | GE VERNOVA INC | $990.11 | 0.83% | — | — | $1.3M | 0.52% | — | HELD |
| 57 | IWV | ISHARES TR | $424.87 | 0.58% | — | — | $1.3M | 0.52% | — | HELD |
| 58 | USRT | ISHARES TR | $67.89 | -0.54% | — | — | $1.3M | 0.52% | — | HELD |
| 59 | CAT | CATERPILLAR INC | $815.28 | 0.76% | — | — | $1.3M | 0.51% | — | HELD |
| 60 | EFG | ISHARES TR | $121.43 | -0.76% | — | — | $1.2M | 0.50% | — | HELD |
| 61 | ROST | ROSS STORES INC | $251.07 | -0.59% | — | — | $1.2M | 0.49% | — | HELD |
| 62 | ABBV | ABBVIE INC | $250.88 | -2.54% | — | — | $1.2M | 0.48% | — | HELD |
| 63 | SDY | SPDR SERIES TRUST | $155.00 | -0.28% | — | — | $1.2M | 0.47% | — | HELD |
| 64 | NEE | NEXTERA ENERGY INC | $86.93 | -1.14% | — | — | $1.2M | 0.47% | — | HELD |
| 65 | QCOM | QUALCOMM INC | $147.61 | -2.63% | — | — | $1.1M | 0.46% | — | HELD |
| 66 | WEC | WEC ENERGY GROUP INC | $109.42 | -0.57% | — | — | $1.1M | 0.45% | — | HELD |
| 67 | NFLX | NETFLIX INC | $71.69 | -2.02% | — | — | $1.1M | 0.45% | — | HELD |
| 68 | TSLA | TESLA INC | $311.11 | 0.73% | — | — | $1.0M | 0.42% | — | HELD |
| 69 | PEP | PEPSICO INC | $139.56 | -0.46% | — | — | $1.0M | 0.42% | — | HELD |
| 70 | VEA | VANGUARD TAX-MANAGED FDS | $70.63 | -0.65% | — | — | $1.0M | 0.42% | — | HELD |
| 71 | CI | THE CIGNA GROUP | $279.05 | -2.99% | — | — | $968K | 0.39% | — | HELD |
| 72 | IBB | ISHARES TR | $186.41 | -1.87% | — | — | $967K | 0.39% | — | HELD |
| 73 | IWO | ISHARES TR | $370.67 | -0.75% | — | — | $964K | 0.39% | — | HELD |
| 74 | ADBE | ADOBE INC | $250.41 | 1.01% | — | — | $958K | 0.39% | — | HELD |
| 75 | MDT | MEDTRONIC PLC | $85.39 | -0.37% | — | — | $947K | 0.38% | — | HELD |
| 76 | DGRO | ISHARES TR | $78.00 | -0.30% | — | — | $908K | 0.37% | — | HELD |
| 77 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $895K | 0.36% | — | HELD |
| 78 | VYM | VANGUARD WHITEHALL FDS | $161.91 | -0.03% | — | — | $865K | 0.35% | — | HELD |
| 79 | XLK | SELECT SECTOR SPDR TR | $175.28 | -0.26% | — | — | $771K | 0.31% | — | HELD |
| 80 | HD | HOME DEPOT INC | $331.99 | -0.41% | — | — | $747K | 0.30% | — | HELD |
| 81 | IJH | ISHARES TR | $75.29 | -0.08% | — | — | $745K | 0.30% | — | HELD |
| 82 | DOW | DOW INC | $30.29 | 0.66% | — | — | $741K | 0.30% | — | HELD |
| 83 | XEL | XCEL ENERGY INC | $78.20 | -0.04% | — | — | $719K | 0.29% | — | HELD |
| 84 | SLB | SLB LIMITED | $49.59 | 1.39% | — | — | $680K | 0.28% | — | HELD |
| 85 | ISRG | INTUITIVE SURGICAL INC | $353.33 | 0.10% | — | — | $669K | 0.27% | — | HELD |
| 86 | IYH | ISHARES TR | $68.34 | -0.70% | — | — | $664K | 0.27% | — | HELD |
| 87 | BLK | BLACKROCK INC | $1090.39 | -0.73% | — | — | $627K | 0.25% | — | HELD |
| 88 | VTV | VANGUARD INDEX FDS | $219.92 | -0.28% | — | — | $617K | 0.25% | — | HELD |
| 89 | MS | MORGAN STANLEY | $210.56 | 0.24% | — | — | $608K | 0.25% | — | HELD |
| 90 | ENB | ENBRIDGE INC | $54.46 | -1.75% | — | — | $605K | 0.25% | — | HELD |
| 91 | IWN | ISHARES TR | $221.24 | -0.25% | — | — | $599K | 0.24% | — | HELD |
| 92 | AEE | AMEREN CORP | $109.61 | 0.79% | — | — | $597K | 0.24% | — | HELD |
| 93 | META | META PLATFORMS INC | $556.34 | 3.21% | — | — | $579K | 0.23% | — | HELD |
| 94 | SPTB | SPDR SERIES TRUST | $29.63 | -0.22% | — | — | $572K | 0.23% | — | HELD |
| 95 | DBP | INVESCO DB MULTI-SECTOR COMM | $92.93 | -1.56% | — | — | $547K | 0.22% | — | HELD |
| 96 | EMR | EMERSON ELEC CO | $149.82 | 0.79% | — | — | $514K | 0.21% | — | HELD |
| 97 | CRWD | CROWDSTRIKE HLDGS INC | $190.86 | 3.05% | — | — | $478K | 0.19% | — | HELD |
| 98 | VUG | VANGUARD INDEX FDS | $85.18 | 1.08% | — | — | $464K | 0.19% | — | HELD |
| 99 | NSC | NORFOLK SOUTHN CORP | $335.48 | 0.46% | — | — | $464K | 0.19% | — | HELD |
| 100 | IVV | ISHARES TR | $750.46 | 0.71% | — | — | $444K | 0.18% | — | HELD |
| 101 | DBA | INVESCO DB MULTI-SECTOR COMM | — | — | — | — | $441K | 0.18% | — | HELD |
| 102 | XLF | SELECT SECTOR SPDR TR | — | — | — | — | $429K | 0.17% | — | HELD |
| 103 | KIM | KIMCO RLTY CORP | — | — | — | — | $422K | 0.17% | — | HELD |
| 104 | ALL | ALLSTATE CORP | — | — | — | — | $416K | 0.17% | — | HELD |
| 105 | AFL | AFLAC INC | — | — | — | — | $415K | 0.17% | — | HELD |
| 106 | VWO | VANGUARD INTL EQUITY INDEX F | — | — | — | — | $413K | 0.17% | — | HELD |
| 107 | DBC | INVESCO DB COMMDY INDX TRCK | — | — | — | — | $407K | 0.17% | — | HELD |
| 108 | LECO | LINCOLN ELEC HLDGS INC | — | — | — | — | $398K | 0.16% | — | HELD |
| 109 | DIS | DISNEY WALT CO | — | — | — | — | $396K | 0.16% | — | HELD |
| 110 | ES | EVERSOURCE ENERGY | — | — | — | — | $393K | 0.16% | — | HELD |
| 111 | SO | SOUTHERN CO | — | — | — | — | $391K | 0.16% | — | HELD |
| 112 | SPG | SIMON PPTY GROUP INC NEW | — | — | — | — | $388K | 0.16% | — | HELD |
| 113 | LLY | ELI LILLY & CO | — | — | — | — | $380K | 0.15% | — | HELD |
| 114 | DBE | INVESCO DB MULTI-SECTOR COMM | — | — | — | — | $378K | 0.15% | — | HELD |
| 115 | VTI | VANGUARD INDEX FDS | — | — | — | — | $376K | 0.15% | — | HELD |
| 116 | CVS | CVS HEALTH CORP | — | — | — | — | $362K | 0.15% | — | HELD |
| 117 | GOOGL | ALPHABET INC | — | — | — | — | $356K | 0.14% | — | HELD |
| 118 | DBB | INVESCO DB MULTI-SECTOR COMM | — | — | — | — | $351K | 0.14% | — | HELD |
| 119 | VB | VANGUARD INDEX FDS | — | — | — | — | $343K | 0.14% | — | HELD |
| 120 | TMO | THERMO FISHER SCIENTIFIC INC | — | — | — | — | $315K | 0.13% | — | HELD |
| 121 | MCK | MCKESSON CORP | — | — | — | — | $300K | 0.12% | — | HELD |
| 122 | SPBO | SPDR SERIES TRUST | — | — | — | — | $296K | 0.12% | — | HELD |
| 123 | VIOO | VANGUARD ADMIRAL FDS INC | — | — | — | — | $283K | 0.11% | — | HELD |
| 124 | FDX | FEDEX CORP | — | — | — | — | $274K | 0.11% | — | HELD |
| 125 | EFA | ISHARES TR | — | — | — | — | $268K | 0.11% | — | HELD |
| 126 | VNQ | VANGUARD INDEX FDS | — | — | — | — | $266K | 0.11% | — | HELD |
| 127 | NEM | NEWMONT CORP | — | — | — | — | $261K | 0.11% | — | HELD |
| 128 | APD | AIR PRODS & CHEMS INC | — | — | — | — | $260K | 0.11% | — | HELD |
| 129 | DE | DEERE & CO | — | — | — | — | $244K | 0.10% | — | HELD |
| 130 | IXUS | ISHARES TR | — | — | — | — | $241K | 0.10% | — | HELD |
| 131 | GLW | CORNING INC | — | — | — | — | $230K | 0.09% | — | HELD |
| 132 | XSD | SPDR SERIES TRUST | — | — | — | — | $223K | 0.09% | — | HELD |
| 133 | VOO | VANGUARD INDEX FDS | — | — | — | — | $223K | 0.09% | — | HELD |
| 134 | VBR | VANGUARD INDEX FDS | — | — | — | — | $222K | 0.09% | — | HELD |
| 135 | ESS | ESSEX PPTY TR INC | — | — | — | — | $218K | 0.09% | — | HELD |
| 136 | CASY | CASEYS GEN STORES INC | — | — | — | — | $215K | 0.09% | — | HELD |
| 137 | VEU | VANGUARD INTL EQUITY INDEX F | — | — | — | — | $215K | 0.09% | — | HELD |
| 138 | CLX | CLOROX CO DEL | — | — | — | — | $212K | 0.09% | — | HELD |
| 139 | VBK | VANGUARD INDEX FDS | — | — | — | — | $201K | 0.08% | — | HELD |
Source: SEC EDGAR · accession 0002122473-26-000024. 13F discloses long positions only — shorts, foreign equities, and options are excluded.