AMES NATIONAL CORP
Public Company
AMES NATIONAL CORP is a Public Company based in Ames, IA led by John P. Nelson, managing $165.1M across 68 long positions as of Q3 2025 with 65% ETF concentration, 64% concentrated in top 10 holdings, and 24% allocation to IVV.
CEOJohn P. Nelson
- Portfolio Value
- $165.1M
- Positions
- 68
- Top Holding
- IVV at 23.79%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in AMES NATIONAL CORP's portfolio (64% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $39.3M | 23.79% | +$2.3M Bought | — 58.7K shares | |
ETF ETF | $11.4M | 6.89% | +$504.5K Bought | — 144.1K shares | |
ETF ETF | $10.9M | 6.58% | +$342.0K Bought | — 146.2K shares | |
ETF ETF | $10.8M | 6.54% | +$295.0K Bought | — 107.8K shares | |
Software - Infrastructure Technology | $8.7M | 5.28% | -$209.8K Sold | 0.00% 16.8K shares | |
ETF ETF | $5.8M | 3.48% | +$260.6K Bought | — 78.3K shares | |
ETF ETF | $5.6M | 3.40% | -$170.9K Sold | — 58.2K shares | |
Consumer Electronics Technology | $4.6M | 2.80% | -$25.5K Sold | 0.00% 18.1K shares | |
ETF ETF | $4.4M | 2.68% | +$31.1K Bought | — 87.3K shares | |
ETF ETF | $4.2M | 2.52% | -$56.1K Sold | — 17.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in AMES NATIONAL CORP's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+197.34% | |
+72.74% | |
+66.21% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-66.19% | |
-32.95% | |
-30.4% | |
-28.94% | |
-13.57% |
Analytics
Portfolio insights and performance metrics for AMES NATIONAL CORP
GthenA