AMES NATIONAL CORP
•CIK: 1132651•Filing: Q4 2025
**AMES NATIONAL CORP** manages $171M across a diversified portfolio of 66 positions. The fund exhibits a significant allocation to broad market exposure, notably holding $42.6M in IVV. Core holdings also include substantial positions in fixed income (BND at $11.4M, AGG at $11.4M) and major technology names like MSFT ($7.6M) and AAPL ($4.8M). This structure suggests a tactical blend of core equity market participation and defensive fixed-income ballast.
Total AUM
$170.8M
QoQ Performance
+1.4%
Positions
66
Top 10 Concentration
64.0%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
BSV
BND
AGG
IVV25.0%
BSV6.9%
BND6.7%
AGG6.7%
MSFT4.5%
VXUS3.5%
IWR3.1%
AAPL2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other49.6%
ETF25.7%
Technology10.5%
Financial4.6%
Consumer3.2%
Healthcare2.9%
Industrial1.3%
Energy0.8%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑12 increased
↓34 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024