13F-HR: Ames National Corp Discloses Q2 2025 Holdings

Ames National Corp filed its Q2 2025 13F-HR report, detailing its institutional investment holdings totaling over $154 million across a diversified portfolio of equities and fixed income.

Summary

• Ames National Corp, an institutional investment manager, filed its Form 13F-HR report for the calendar quarter ended June 30, 2025.
• The report details 123 distinct holdings entries, encompassing a wide range of publicly traded securities.
• The total fair market value of the reported holdings is $154,641,627.
• The filing includes holdings managed by Ames National Corp and one other included manager, First National Bank, Ames, Iowa.
• The portfolio is broadly diversified, including significant allocations to major equity ETFs such as iShares Core S&P 500 Index, iShares Core S&P Mid-Cap, iShares Core S&P Small-Cap, and Vanguard Total Stock Market.
• Fixed income exposure is notable through holdings in iShares Core US Aggregate Bond, Vanguard Short-Term Bond, and Vanguard Total Bond Market.
• Individual stock holdings span various sectors, featuring prominent companies like Apple, Microsoft, Alphabet (Class A and C), Home Depot, Johnson & Johnson, JPMorgan Chase, and Exxon Mobil.

Sentiment

Score: 5

Explanation: The filing is a neutral, factual disclosure of investment holdings, providing no inherent positive or negative sentiment regarding the filing entity's operational performance or future prospects.

Positives

• The filing demonstrates transparency and compliance with SEC regulations by disclosing institutional investment holdings.
• The portfolio exhibits broad diversification across various asset classes, including large-cap, mid-cap, and small-cap equities, as well as fixed income, which is a sound investment practice.
• Inclusion of major index ETFs suggests a strategy aimed at achieving broad market exposure and potentially lower management fees.

Risks

• The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete; readers should not assume the information is accurate and complete.

Future Outlook

This Form 13F-HR filing is a historical disclosure of investment holdings and does not contain any forward-looking statements or guidance regarding future investment strategies or financial performance from Ames National Corp.

Management Comments

• John P. Nelson, President/CEO, signed the report on behalf of Ames National Corp, affirming that the information contained is true, correct, and complete.

Industry Context

Form 13F-HR filings are mandatory quarterly disclosures by institutional investment managers with at least $100 million in assets under management. These reports provide transparency into the equity and certain other holdings of large investment firms, offering insights into their investment strategies and market positions. This filing by Ames National Corp is a routine compliance disclosure within the financial industry.

Comparison to Industry Standards

• The portfolio's composition, featuring a mix of individual large-cap stocks and broad market exchange-traded funds (ETFs) across various market capitalizations (S&P 500, Mid-Cap, Small-Cap) and fixed income, aligns with common institutional investment strategies focused on diversification and broad market exposure.
• The inclusion of both equity and bond ETFs, such as iShares Core S&P 500 Index and Vanguard Total Bond Market, reflects a balanced approach often seen in institutional portfolios aiming for risk management and diversified returns.
• While specific performance results or strategic projects are not detailed in a 13F, the reported holdings indicate a conventional, well-diversified investment approach consistent with established practices for institutional asset managers.

Stakeholder Impact

• Shareholders and potential investors of Ames National Corp can gain insight into the types of securities the company holds and manages.
• Financial analysts and researchers can use this data to track institutional investment trends and specific portfolio allocations.
• Regulatory bodies utilize these filings to monitor market activity and ensure compliance with disclosure requirements.

Key Dates

Keywords

13F, institutional holdings, investment portfolio, SEC filing, Ames National Corp, Q2 2025, equity holdings, fixed income, ETFs, asset management