Institutions / Iowa State Bank

Iowa State Bank

CIK 1546967 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$533.26M
Positions
120
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
iShares Core MSCI EAFE ETFโ€”$28.97M323,8635.4%
iShares Core S&P Mid-Cap 400 Index ETFโ€”$25.47M385,9104.8%
Apple Inc.โ€”$21.36M78,5684.0%
JPMorgan Chase & Coโ€”$20.55M63,7673.9%
Alphabet Inc.โ€”$19.79M63,2413.7%
Microsoft Corpโ€”$19.39M40,0973.6%
iShares Core S&P Small-Cap 600 ETFโ€”$19.07M158,6523.6%
NVIDIA Corpโ€”$16.49M88,4273.1%
iShares Core MSCI Emerging Mkts ETFโ€”$14.35M213,4252.7%
State Street SPDR Portfolio High Yield ETFโ€”$14.13M596,7682.6%
AbbVie Inc.โ€”$11.51M50,3662.2%
Amazon.com Incโ€”$11.22M48,6102.1%
Morgan Stanleyโ€”$10.58M59,6022.0%
Cisco Systems, Inc.โ€”$10.03M130,2261.9%
Cardinal Health Incโ€”$9.72M47,3151.8%
Emerson Electric Coโ€”$8.55M64,4581.6%
Warren E. Buffettโ€”$8.25M16,4161.5%
Exxon Mobil Corpโ€”$7.72M64,1631.4%
Meta Platforms Incโ€”$7.63M11,5551.4%
Johnson & Johnsonโ€”$7.63M36,8461.4%
SPDR Dow Jones Industrial Averageโ€”$7.13M14,8401.3%
SPDR S&P 500 ETFโ€”$7.10M10,4061.3%
International Business Machines Corpโ€”$6.76M22,8051.3%
RTX Corpโ€”$6.50M35,4481.2%
Visa Incโ€”$6.26M17,8481.2%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.