Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001132651

AMES NATIONAL CORP

AMES, IA · File #028-25350

Latest AUM
$170.8M
Positions
124
Top-10 Concentration
58.7%
Filings
5

Sector Allocation

Technology
9.1%$15.5M
Healthcare
2.7%$4.6M
Financials
2.4%$4.1M
Industrials
1.6%$2.8M
Energy
1.6%$2.8M
Utilities
0.8%$1.5M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1iShares Core S&P 500 Index46428720042,706$29.3M19.33%
2iShares Core S&P 500 Index46428720019,548$13.4M8.85%
3Vanguard Short-Term Bond921937827115,950$9.1M6.04%
4Vanguard Total Bond Market921937835119,180$8.8M5.83%
5iShares Core US Aggregate Bond46428722686,595$8.6M5.72%
6MicrosoftMSFT11,226$5.4M3.59%
7Vanguard Total International Stock92190976848,065$3.6M2.40%
8iShares Russell Mid-Cap Index46428749937,543$3.6M2.39%
9State Street Technology Select Sector SPDR81369Y80324,490$3.5M2.33%
10Vanguard Total Stock Market92290876910,230$3.4M2.27%
11Goeppinger Enterprises IncGEI0012021,202$3.4M2.26%
12Vanguard Short-Term Inflation-Protected Securities92202080567,724$3.3M2.21%
13AppleAAPL10,834$2.9M1.95%
14iShares Core US Aggregate Bond46428722627,263$2.7M1.80%
15Vanguard Short-Term Bond92193782734,136$2.7M1.78%
16Vanguard Total Bond Market92193783535,189$2.6M1.72%
17iShares Russell 2000 Index4642876559,700$2.4M1.58%
18iShares Core S&P Mid-Cap46428750735,352$2.3M1.54%
19Vanguard Total International Stock92190976830,575$2.3M1.52%
20MicrosoftMSFT4,557$2.2M1.46%