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John P. Nelson

Ames National Corp

Assets Managed
$166.643M
Holdings
67
Last Quarter
2026 - Q1
Filed Date
1mo 24d ago
Growth Rate
-2.43%(2Q avg: -0.51%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ames National Corp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 67 positions.

Assets under management

The assets under management (AUM) of Ames National Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 166.643M in assets, with a quarterly growth rate of -2.43% and a 2-quarter average growth rate of -0.51%. The portfolio is managed by John P. Nelson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 2.12%
24.92%
$41.527M
63,573 shares@ $653.21 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 8.66%
7.68%
$12.786M
163,072 shares@ $78.41 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 9.63%
7.48%
$12.462M
169,234 shares@ $73.65 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 8.77%
7.38%
$12.294M
123,843 shares@ $99.28 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Decreased -0.59%
3.62%
$6.028M
78,170 shares@ $77.12 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.47%
3.52%
$5.865M
15,856 shares@ $369.9 avg price
IWR
Ishares Russell Mid-cap Etf
Recent Activity
Decreased -1.36%
3.17%
$5.281M
54,312 shares@ $97.23 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 6.28%
2.89%
$4.807M
96,244 shares@ $49.96 avg price
AAPL
Apple Inc
Recent Activity
2.7%
$4.486M
17,681 shares@ $253.74 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Decreased -1.25%
2.37%
$3.948M
15,920 shares@ $248.0 avg price

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