Arkolith/Funds/Iowa State Bank

Iowa State Bank

CIK 1546967Bank / broker
Holdings as of Jun 30, 2026·disclosed Jul 28, 2026·~28-day 13F lag·13F-HR
Active Filer

Iowa State Bank holds a diversified book of 118 stocks worth $598.4M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened DuPont De Nemours Inc and trimmed Apple Inc. Their largest long position is Ishares Core Msci Eafe ETF at 6% of the equity book. Cloning the disclosed picks since 2024 would be +19% (+10.0%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Iowa State Bank's latest
holdings, largest changes, and filing provenance.
Opened
29
new positions
Added to
41
existing
Trimmed
41
reduced
Sold out
5
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+18.8%
+10.0%/yr · since Oct '24
Their reported book
+26.1%
held from quarter-end
S&P 500
+30.4%
same window
$8K$10K$11K$12K$13KOct '24Feb '25Jul '25Nov '25Mar '26Jul '26
Iowa State Bank (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +26.1%, a 7.4-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Iowa State Bank's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
24%
Top 10 holdings
39%
Top 20 holdings
56%

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

ETF / fund or unclassified
31%
Information Technology
26%
Financials
13%
Industrials
8%
Health Care
6%
Consumer Discretionary
6%
Energy
3%
Consumer Staples
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.

118 positions
#SecurityValueShares% PortLast moveHistory
1iShares Core MSCI EAFE ETF
Com
$34.1M352.9K
5.7%
+2.2%
Added · +7K sh
2State Street SPDR Portfolio High Yield ETF
Com
$33.6M1.44M
5.6%
+3.1%
Added · +43K sh
3iShares Core S&P Mid Cap 400 Index ETF
Com
$29.6M384.0K
4.9%
+0.9%
Added · +4K sh
4iShares Core MSCI Emerging Mkts ETF
Com
$23.4M281.9K
3.9%
+1.4%
Added · +4K sh
5Apple Inc
Com
$21.6M74.7K
3.6%
−1.6%
Reduced · −1K sh
6Alphabet Inc Class A
Com
$21.5M60.2K
3.6%
+0.1%
Added · +86 sh
7JP Morgan Chase & Co
Com
$20.1M61.5K
3.4%
−6.2%
Reduced · −4K sh
8Nvidia Corp
Com
$18.7M93.4K
3.1%
+0.4%
Added · +407 sh
9iShares Core S&P Small Cap 600 ETF
Com
$15.2M102.4K
2.5%
+0.8%
Added · +830 sh
10Microsoft Corp
Com
$15.0M40.2K
2.5%
−0.2%
Reduced · −73 sh
11Cisco Systems Inc
Com
$14.6M124.4K
2.4%
−6.4%
Reduced · −9K sh
12Abbvie Inc
Com
$11.4M45.3K
1.9%
−0.1%
Reduced · −60 sh
13Amazon Inc
Com
$11.2M47.0K
1.9%
−0.8%
Reduced · −402 sh
14Morgan Stanley
Com
$11.1M53.0K
1.9%
−10%
Reduced · −6K sh
15Exxon Mobil Corp
Com
$9.6M70.1K
1.6%
+0.7%
Added · +521 sh
16Caterpillar Inc
Com
$9.5M9.0K
1.6%
+0.8%
Added · +72 sh
17iShares Russell 2000 Index ETF
Com
$9.2M30.6K
1.5%
+6.4%
Added · +2K sh
18Emerson Electric Co
Com
$9.1M63.4K
1.5%
−0.2%
Reduced · −116 sh
19Cardinal Health Inc
Com
$9.1M38.1K
1.5%
−0.1%
Reduced · −58 sh
20Johnson & Johnson
Com
$8.5M33.4K
1.4%
+0.3%
Added · +96 sh
21Eaton Corp PLC
Com
$8.3M19.4K
1.4%
+0.5%
Added · +97 sh
22Meta Platforms Inc
Com
$8.2M14.5K
1.4%
+8.9%
Added · +1K sh
23State Street SPDR Dow Jones Indl Average
Com
$7.8M14.8K
1.3%
Held
24Berkshire Hathaway Inc Cl B
Com
$7.7M15.4K
1.3%
−1.0%
Reduced · −150 sh
25State Street SPDR S&P 500 ETF Trust
Com
$7.3M9.8K
1.2%
−1.1%
Reduced · −105 sh
26Palo Alto Networks Inc
Com
$7.3M21.3K
1.2%
−0.7%
Reduced · −159 sh
27IBM Corp
Com
$7.1M25.2K
1.2%
+1.2%
Added · +295 sh
28Chevron Corp
Com
$7.0M42.3K
1.2%
+0.9%
Added · +380 sh
29Micron Tech
Com
$6.8M5.9K
1.1%
+35%
Added · +2K sh
30Broadcom Inc
Com
$6.7M17.7K
1.1%
+0.1%
Added · +14 sh
31RTX Corporation
Com
$6.7M35.2K
1.1%
+0.5%
Added · +165 sh
32Eli Lilly & Co
Com
$6.1M5.1K
1.0%
−0.3%
Reduced · −18 sh
33Visa Inc
Com
$5.8M17.0K
1.0%
−2.0%
Reduced · −355 sh
34Duke Energy Corp
Com
$5.4M42.5K
0.9%
+1.5%
Added · +643 sh
35Bank of America Corp
Com
$5.3M93.7K
0.9%
+0.5%
Added · +444 sh
36Berkshire Hathaway Inc Cl A
Com
$5.2M7
0.9%
Held
37Oracle Corp
Com
$5.2M35.3K
0.9%
−0.3%
Reduced · −100 sh
38Yum Brands Inc
Com
$4.9M30.5K
0.8%
−0.4%
Reduced · −129 sh
39Prudential Financial
Com
$4.5M41.3K
0.7%
−12%
Reduced · −6K sh
40Palantir Technologies Inc
Com
$4.4M37.6K
0.7%
−0.3%
Reduced · −101 sh
41Pepsico Inc
Com
$4.3M31.8K
0.7%
+0.5%
Added · +144 sh
42Verizon Communications Inc
Com
$4.0M93.4K
0.7%
+3.5%
Added · +3K sh
43Analog Devices Inc
Com
$3.9M9.9K
0.7%
−0.5%
Reduced · −53 sh
44Coca Cola Co
Com
$3.7M45.0K
0.6%
+3.9%
Added · +2K sh
45Walt Disney Company
Com
$3.5M36.8K
0.6%
+0.4%
Added · +140 sh
46Truist Financial Corp
Com
$3.5M70.4K
0.6%
−1.9%
Reduced · −1K sh
47Amgen Inc
Com
$3.5M9.7K
0.6%
+1.3%
Added · +127 sh
48Procter & Gamble Co
Com
$3.5M23.8K
0.6%
−33%
Reduced · −12K sh
49United Parcel Service
Com
$3.4M32.1K
0.6%
Held
50BlackRock, Inc.
Com
$3.4M3.5K
0.6%
+0.5%
Added · +17 sh
Showing 50 of 118 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 28, 2026120$598.4M13F-HR
Q1 2026Mar 31, 2026Apr 15, 2026124$543.4M13F-HR
Q4 2025Dec 31, 2025Jan 6, 2026126$533.3M13F-HR
Q3 2025Sep 30, 2025Oct 3, 2025126$525.3M13F-HR
Q2 2025Jun 30, 2025Jul 22, 2025125$502.1M13F-HR
Q1 2025Mar 31, 2025Apr 9, 2025120$471.0M13F-HR
Q4 2024Dec 31, 2024Jan 6, 2025108$480.6M13F-HR
Q3 2024Sep 30, 2024Oct 9, 2024112$486.4M13F-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. The performance line is a simulation of the disclosed long book, not an audited return.