Iowa State Bank
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$543.4M
Q ending 2026-03-31
Prior quarter
$533.3M
Q ending 2025-12-31
Change
+1.9% QoQ · +15.4% YoY
Positions
117
reported holdings
Largest positions
Top 100 of 117 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| State Street Spdr Portfolio High Y | SPHY | Shares | $32.5M | 1.4M |
| Ishares Core Msci Eafe Etf | IEFA | Shares | $31.3M | 345K |
| Ishares Core S&P Mid-Cap 400 Index | IJH | Shares | $25.7M | 380K |
| Ishares Core Msci Emerging Mkts Et | IEMG | Shares | $19.4M | 278K |
| Jp Morgan Chase & Co | JPM | Shares | $19.3M | 66K |
| Apple Inc | AAPL | Shares | $19.3M | 76K |
| Alphabet Inc Class A | GOOGL | Shares | $17.3M | 60K |
| Nvidia Corp | NVDA | Shares | $16.2M | 93K |
| Microsoft Corp | MSFT | Shares | $14.9M | 40K |
| Ishares Core S&P Small-Cap 600 Etf | IJR | Shares | $12.6M | 102K |
| Exxon Mobil Corp | XOM | Shares | $11.8M | 70K |
| Cisco Systems Inc | CSCO | Shares | $10.3M | 133K |
| Amazon Inc | AMZN | Shares | $9.9M | 47K |
| Abbvie Inc | ABBV | Shares | $9.9M | 45K |
| Morgan Stanley | MS | Shares | $9.7M | 59K |
| Chevron Corp | CVX | Shares | $8.7M | 42K |
| Emerson Electric Co | EMR | Shares | $8.3M | 64K |
| Johnson & Johnson | JNJ | Shares | $8.1M | 33K |
| Cardinal Health Inc | CAH | Shares | $8.1M | 38K |
| Meta Platforms Inc | META | Shares | $7.6M | 13K |
| Berkshire Hathaway Inc Cl B | BRK/B | Shares | $7.4M | 16K |
| Ishares Russell 2000 Index Etf | IWM | Shares | $7.1M | 29K |
| Eaton Corp Plc | Shares | $6.9M | 19K | |
| State Street Spdr Dow Jones Indl A | DIA | Shares | $6.9M | 15K |
| Rtx Corporation | RTX | Shares | $6.8M | 35K |
| State Street Spdr S&P 500 Etf Trus | SPY | Shares | $6.5M | 10K |
| Caterpillar Inc | CAT | Shares | $6.3M | 9K |
| Ibm Corp | IBM | Shares | $6.0M | 25K |
| Palantir Technologies Inc | PLTR | Shares | $5.5M | 38K |
| Broadcom Inc | AVGO | Shares | $5.5M | 18K |
| Duke Energy Corp | DUK | Shares | $5.5M | 42K |
| Visa Inc | V | Shares | $5.2M | 17K |
| Oracle Corp | ORCL | Shares | $5.2M | 35K |
| Procter & Gamble Co | PG | Shares | $5.2M | 36K |
| Berkshire Hathaway Inc Cl A | BRK/A | Shares | $5.0M | 7 |
| Pepsico Inc | PEP | Shares | $4.9M | 32K |
| Yum Brands Inc | YUM | Shares | $4.8M | 31K |
| Eli Lilly & Co | LLY | Shares | $4.7M | 5K |
| Prudential Financial | PRU | Shares | $4.6M | 47K |
| Bank Of America Corp | BAC | Shares | $4.5M | 93K |
| Verizon Communications Inc | VZ | Shares | $4.5M | 90K |
| Salesforce Inc | CRM | Shares | $3.6M | 19K |
| Walt Disney Company | DIS | Shares | $3.5M | 37K |
| Intercontinental Exchange Inc | ICE | Shares | $3.5M | 22K |
| Palo Alto Networks Inc | PANW | Shares | $3.4M | 21K |
| Blackrock, Inc. | BLK | Shares | $3.4M | 4K |
| Amgen Inc | AMGN | Shares | $3.4M | 10K |
| Truist Financial Corp | TFC | Shares | $3.3M | 72K |
| Coca Cola Co | KO | Shares | $3.3M | 43K |
| United Parcel Service | UPS | Shares | $3.2M | 32K |
| Analog Devices Inc | ADI | Shares | $3.2M | 10K |
| Mcdonalds Corp | MCD | Shares | $3.1M | 10K |
| Du Pont De Nemours Inc | DDUSD | Shares | $3.1M | 67K |
| Waste Management Inc | WM | Shares | $3.1M | 13K |
| Honeywell Intl Inc | HONGBP | Shares | $3.0M | 13K |
| Lowes Companies Inc | LOW | Shares | $2.9M | 12K |
| Wal-Mart Stores Inc | WMT | Shares | $2.9M | 23K |
| Charles Schwab Corp | SCHW | Shares | $2.8M | 30K |
| American Tower Corp Reit | AMT | Shares | $2.8M | 16K |
| Linde Plc | Shares | $2.6M | 5K | |
| Johnson Ctls Intl Plc | Shares | $2.6M | 20K | |
| Metlife Inc | MET | Shares | $2.6M | 37K |
| Gilead Sciences Inc | GILD | Shares | $2.6M | 19K |
| Digital Realty Trust Inc | DLR | Shares | $2.6M | 14K |
| At&T Inc | T | Shares | $2.5M | 87K |
| Pfizer Inc | PFE | Shares | $2.5M | 88K |
| Tjx Companies Inc | TJX | Shares | $2.4M | 15K |
| State Street Spdr S&P 500 Growth E | SPYG | Shares | $2.3M | 24K |
| Netflix, Inc | NFLX | Shares | $2.3M | 24K |
| Ishares Core S&P 500 Etf | IVV | Shares | $2.1M | 3K |
| Cencora, Inc | COR | Shares | $2.1M | 7K |
| Costco Wholesale Corp | COST | Shares | $2.1M | 2K |
| Masco Corp | MAS | Shares | $2.1M | 35K |
| Ishares Core U.S. Agg Bond Etf | AGG | Shares | $2.0M | 20K |
| Freeport-Mcmoran, Inc | FCX | Shares | $2.0M | 34K |
| Bristol-Myers Squibb Corp | BMY | Shares | $1.8M | 30K |
| Vanguard Value Index Fund Etf | VTV | Shares | $1.7M | 9K |
| Abbott Laboratories | ABT | Shares | $1.7M | 17K |
| Mondelez International Inc | MDLZ | Shares | $1.7M | 30K |
| Exelon Corp | EXC | Shares | $1.6M | 32K |
| Nike Inc Class B | NKE | Shares | $1.5M | 28K |
| Cvs Health Corporation | CVS | Shares | $1.5M | 21K |
| Micron Tech | MU | Shares | $1.5M | 4K |
| Vanguard Total Stock Market | VTI | Shares | $1.3M | 4K |
| Sysco Corp | SYY | Shares | $1.3M | 18K |
| Medtronic Plc | Shares | $1.2M | 14K | |
| Dimensional International Value Fu | DFIV | Shares | $835K | 16K |
| Ing Groep Nv Adr | ING | Shares | $821K | 32K |
| Home Depot Inc | HD | Shares | $651K | 2K |
| State Street Spdr Msci Acwi Ex-Us | CWI | Shares | $635K | 17K |
| Invesco Qqq Trust | QQQ | Shares | $581K | 1K |
| Dimensional National Etf | DFNM | Shares | $540K | 11K |
| Wells Fargo & Co | WFC | Shares | $500K | 6K |
| Principal Financial Group | PFG | Shares | $496K | 6K |
| Vanguard Ftse Dev Mkt Etf | VEA | Shares | $493K | 8K |
| Vanguard Small-Cap Value Etf | VBR | Shares | $456K | 2K |
| Ishares National Muni Bond Etf | MUB | Shares | $450K | 4K |
| Ishares Dow Jones Us Health Care P | IHF | Shares | $419K | 10K |
| State Street Spdr Portfolio S&P 50 | SPYV | Shares | $402K | 7K |
| Deere & Company | DE | Shares | $362K | 642 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.