Arkolith/Funds/American State Bank

American State Bank

CIK 2122473Bank / broker
Holdings as of Jun 30, 2026·disclosed Jul 9, 2026·~9-day 13F lag·13F-HR
Active Filer

American State Bank holds a diversified book of 139 stocks worth $246.5M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Crowdstrike Holdings Inc - A and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 9% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
11
new positions
Added to
70
existing
Trimmed
28
reduced
Sold out
8
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
27%
Top 10 holdings
40%
Top 20 holdings
53%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

69% mapped to company sectors

Information Technology
32%
ETF / fund or unclassified
31%
Financials
10%
Industrials
7%
Health Care
5%
Consumer Discretionary
5%
Utilities
4%
Communication Services
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

139 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$22.3M111.5K
9.1%
−0.3%
Reduced · −309 sh
2Ishares TR
RUS 1000 GRW ETF
$14.3M115.4K
5.8%
+249%
Added · +82K sh
3Invesco QQQ TR
UNIT SER 1
$11.4M15.4K
4.6%
Held
4Intel Corp
COM
$11.0M79.0K
4.5%
−0.3%
Reduced · −246 sh
5Ishares TR
RUS 1000 VAL ETF
$8.3M34.3K
3.4%
+6.7%
Added · +2K sh
6Apple Inc
COM
$7.3M25.4K
3.0%
+2.8%
Added · +699 sh
7Seagate Technology HLDNGS PL
ORD SHS
$6.8M7.0K
2.7%
Held
8Applied Matls Inc
COM
$6.7M9.3K
2.7%
+0.8%
Added · +79 sh
9Microsoft Corp
COM
$5.7M15.2K
2.3%
+6.2%
Added · +893 sh
10Lam Research Corp
COM NEW
$5.2M11.9K
2.1%
−0.4%
Reduced · −50 sh
11SPDR S&P 500 ETF TR
TR UNIT
$4.9M6.5K
2.0%
Held
12Bank America Corp
COM
$3.6M64.0K
1.5%
+2.1%
Added · +1K sh
13Johnson & Johnson
COM
$3.4M13.5K
1.4%
+7.0%
Added · +885 sh
14Cisco Sys Inc
COM
$3.4M28.8K
1.4%
+1.5%
Added · +438 sh
15Ge Aerospace
COM NEW
$3.2M8.5K
1.3%
+2.0%
Added · +170 sh
16Citigroup Inc
COM NEW
$3.1M21.9K
1.2%
+2.2%
Added · +470 sh
17Waste Mgmt Inc Del
COM
$3.0M13.3K
1.2%
+3.4%
Added · +441 sh
18Ishares TR
CORE HIGH DV ETF
$2.9M105.0K
1.2%
+390%
Added · +84K sh
19Ishares TR
CORE US AGGBD ET
$2.7M27.6K
1.1%
−2.6%
Reduced · −744 sh
20Walmart Inc
COM
$2.7M23.7K
1.1%
+2.8%
Added · +650 sh
21Amgen Inc
COM
$2.7M7.4K
1.1%
+3.3%
Added · +238 sh
22Dell Technologies Inc
CL C
$2.7M6.2K
1.1%
−0.7%
Reduced · −44 sh
23SPDR Dow Jones Indl Average
UT SER 1
$2.6M5.0K
1.1%
Held
24JPMorgan Chase & Co.
COM
$2.6M7.9K
1.1%
+2.2%
Added · +173 sh
25Boeing Co
COM
$2.6M11.9K
1.0%
+2.1%
Added · +242 sh
26Broadcom Inc
COM
$2.5M6.6K
1.0%
−1.4%
Reduced · −98 sh
27S&P Global Inc
COM
$2.3M5.6K
0.9%
+12%
Added · +595 sh
28Ishares TR
EAFE VALUE ETF
$2.1M27.8K
0.9%
+1.3%
Added · +350 sh
29Alphabet Inc
CAP STK CL C
$2.1M6.0K
0.9%
+2.1%
Added · +126 sh
30Hartford Insurance Group Inc
COM
$2.1M15.7K
0.8%
+1.2%
Added · +192 sh
31Ishares Inc
CORE MSCI EMKT
$2.0M24.4K
0.8%
+1.2%
Added · +284 sh
32General Dynamics Corp
COM
$2.0M5.7K
0.8%
+2.5%
Added · +141 sh
33Amazon Com Inc
COM
$2.0M8.3K
0.8%
+7.5%
Added · +579 sh
34Goldman Sachs Group Inc
COM
$2.0M1.9K
0.8%
+2.7%
Added · +52 sh
35Consolidated Edison Inc
COM
$1.9M16.9K
0.8%
+4.0%
Added · +652 sh
36Procter And Gamble Co
COM
$1.8M12.6K
0.7%
+10%
Added · +1K sh
37Exxon Mobil Corp
COM
$1.8M13.1K
0.7%
+0.6%
Added · +78 sh
38Ishares TR
CORE S&P SCP ETF
$1.8M12.0K
0.7%
−6.5%
Reduced · −834 sh
39Wells Fargo Co New
COM
$1.8M21.4K
0.7%
+2.6%
Added · +544 sh
40Prologis Inc.
COM
$1.5M11.4K
0.6%
+1.0%
Added · +111 sh
41RTX Corporation
COM
$1.5M8.0K
0.6%
+1.0%
Added · +78 sh
42Unitedhealth Group Inc
COM
$1.5M3.6K
0.6%
+14%
Added · +450 sh
43Ishares TR
CORE S&P US GWT
$1.5M7.9K
0.6%
−0.2%
Reduced · −16 sh
44Costco WHSL Corp New
COM
$1.4M1.6K
0.6%
+8.8%
Added · +125 sh
45Vanguard Specialized Funds
DIV APP ETF
$1.4M6.0K
0.6%
Held
46Ishares TR
CORE MSCI EAFE
$1.4M14.7K
0.6%
+0.7%
Added · +95 sh
47AT&T Inc
COM
$1.4M68.5K
0.6%
+7.2%
Added · +5K sh
48Micron Technology Inc
COM
$1.4M1.2K
0.6%
+1.8%
Added · +22 sh
49McDonalds Corp
COM
$1.4M5.2K
0.6%
+17%
Added · +746 sh
50Gilead Sciences Inc
COM
$1.4M10.8K
0.6%
+5.2%
Added · +529 sh
Showing 50 of 139 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 9, 2026139$246.5M13F-HR
Q1 2026Mar 31, 2026Apr 14, 2026136$208.2M13F-HR
Q4 2025Dec 31, 2025Apr 14, 2026136$208.0M13F-HR
Q3 2025Sep 30, 2025Apr 14, 2026132$196.3M13F-HR
Q2 2025Jun 30, 2025Apr 14, 2026127$180.6M13F-HR
Q1 2025Mar 31, 2025Apr 14, 2026125$165.9M13F-HR
Q4 2024Dec 31, 2024Apr 14, 2026123$165.9M13F-HR
Q3 2024Sep 30, 2024Apr 14, 2026128$164.7M13F-HR
Q2 2024Jun 30, 2024Apr 14, 2026122$156.2M13F-HR
Q1 2024Mar 31, 2024Apr 14, 2026122$149.1M13F-HR
Q4 2023Dec 31, 2023Apr 14, 2026336$157.1M13F-HR
Q3 2023Sep 30, 2023Apr 14, 2026328$139.4M13F-HR
Q2 2023Jun 30, 2023Apr 14, 2026329$143.6M13F-HR
Q1 2023Mar 31, 2023Apr 14, 2026330$137.1M13F-HR
Q4 2022Dec 31, 2022Apr 14, 2026321$129.5M13F-HR
Q3 2022Sep 30, 2022Apr 14, 2026317$115.3M13F-HR
Q2 2022Jun 30, 2022Apr 14, 2026305$126.1M13F-HR
Q1 2022Mar 31, 2022Apr 14, 2026299$144.2M13F-HR
Q3 2021Sep 30, 2021Apr 14, 2026294$129.0M13F-HR
Q2 2021Jun 30, 2021Apr 14, 2026292$128.1M13F-HR
Q1 2021Mar 31, 2021Apr 14, 2026287$117.1M13F-HR
Q4 2020Dec 31, 2020Apr 14, 2026274$105.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.