13F-HR: Ames National Corp Discloses Q1 2025 13F Holdings

Ames National Corp's latest 13F filing reveals its holdings as of March 31, 2025, with a total portfolio value of $149 million.

Summary

• Ames National Corp filed its 13F holdings report for the quarter ended March 31, 2025.
• The total value of their reported holdings is approximately $149 million.
• The filing includes 115 entries detailing their positions in various stocks and ETFs.
• The report indicates sole investment discretion for all reported holdings.
• Top holdings include iShares Core S&P 500 Index, iShares Core US Aggregate Bond, Vanguard Total Bond Market, Microsoft, and Vanguard Total International Stock.
• The filing was signed by John P. Nelson, President/CEO, on May 6, 2025.

Sentiment

Score: 6

Explanation: The document is a factual report of holdings, so the sentiment is neutral. A score of 6 reflects this neutrality.

Industry Context

13F filings provide transparency into the holdings of institutional investment managers, allowing investors to track investment trends and strategies of these firms. This filing shows Ames National Corp's investment strategy as of the end of Q1 2025.

Comparison to Industry Standards

• Without knowing Ames National Corp's specific investment mandate, it's difficult to directly compare their holdings to industry standards.
• However, a diversified portfolio including ETFs like iShares Core S&P 500 and Vanguard Total Bond Market is a common strategy for many institutional investors.
• Comparing the portfolio's sector allocation and individual stock holdings to benchmarks like the S&P 500 or relevant bond indices would provide further insight into their investment performance and risk profile.
• Other regional banks of similar size could be compared to Ames National Corp to see if their holdings are similar.

Key Dates

Keywords

13F filing, holdings, investment, portfolio, equities, Ames National Corp