Iowa State Bank

13F filer · CIK 0001546967

Reported Jul 28, 2026

Net buyer this quarter

13F portfolio value$598MU.S. long equity reported on 13F

Positions904 new · 4 closed

Net flow last quarter+$84.9KBuys minus sells

Top 10 positions weight25.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 28, 202690 positions
AAPLApple Inc.	$21.6M	3.61%	0.00%	-1.6%	Q2 2016
GOOGLAlphabet Inc.	$21.5M	3.59%	0.00%	+0.1%	Q2 2018
JPMJPMorgan Chase & Co	$20.1M	3.36%	0.00%	-6.2%	Q2 2016
NVDANvidia Corp	$18.7M	3.12%	0.00%	+0.4%	Q2 2023
MSFTMicrosoft Corp	$15M	2.50%	0.00%	-0.2%	Q2 2016
CSCOCisco Systems, Inc.	$14.6M	2.44%	0.00%	-6.4%	Q2 2016
ABBVAbbVie Inc.	$11.4M	1.90%	0.00%	-0.1%	Q2 2016
AMZNAmazon Com Inc	$11.2M	1.87%	0.00%	-0.9%	Q3 2019
MSMorgan Stanley	$11.1M	1.85%	0.00%	-10.2%	Q3 2019
XOMExxonMobil Holdings Corp	$9.58M	1.60%	0.00%	+0.8%	Q2 2016
CATCaterpillar Inc	$9.54M	1.59%	0.00%	+0.8%	Q2 2016
EMREmerson Electric Co	$9.08M	1.52%	0.01%	-0.2%	Q2 2016
CAHCardinal Health Inc	$9.06M	1.51%	0.02%	-0.2%	Q2 2016
JNJJohnson & Johnson	$8.48M	1.42%	0.00%	+0.3%	Q2 2016
ETNEaton Corp plc	$8.26M	1.38%	0.01%	+0.5%	Q2 2016
METAMeta Platforms, Inc.	$8.17M	1.36%	Not reported	+8.9%	Q4 2018
DIASPDR Dow Jones Industrial Average ETF Trust	$7.75M	1.30%	Not reported	Not reported	Q2 2016
BRK.BBerkshire Hathaway Inc	$7.69M	1.28%	Not reported	-1.0%	Q2 2016
SPYSPDR S&P 500 ETF Trust	$7.33M	1.23%	Not reported	-1.1%	Q2 2016
PANWPalo Alto Networks Inc	$7.25M	1.21%	0.00%	-0.7%	Q1 2024
IBMInternational Business Machines Corp	$7.08M	1.18%	0.00%	+1.2%	Q3 2019
CVXChevron Corp	$7.02M	1.17%	0.00%	+0.9%	Q2 2016
MUMicron Technology Inc	$6.79M	1.13%	0.00%	+34.9%	Q1 2026
AVGOBroadcom Inc.	$6.7M	1.12%	0.00%	+0.1%	Q2 2024
RTXRTX Corp	$6.68M	1.12%	0.00%	+0.5%	Q1 2024
LLYELI LILLY & Co	$6.14M	1.03%	0.00%	-0.4%	Q2 2017
VVisa Inc.	$5.83M	0.97%	0.00%	-2.1%	Q1 2023
DUKDuke Energy CORP	$5.38M	0.90%	0.01%	+1.5%	Q2 2016
BACBank of America Corp	$5.34M	0.89%	0.00%	+0.5%	Q2 2016
BRK.ABerkshire Hathaway Inc	$5.24M	0.88%	Not reported	Not reported	Q1 2023
ORCLOracle Corp	$5.17M	0.86%	0.00%	-0.3%	Q3 2016
YUMYum Brands Inc	$4.87M	0.81%	0.01%	-0.4%	Q2 2016
PRUPrudential Financial Inc	$4.46M	0.75%	0.01%	-11.9%	Q1 2023
PLTRPalantir Technologies Inc.	$4.39M	0.73%	0.00%	-0.3%	Q4 2024
PEPPepsico Inc	$4.31M	0.72%	0.00%	+0.5%	Q2 2016
VZVerizon Communications Inc	$3.95M	0.66%	0.00%	+3.5%	Q2 2016
ADIAnalog Devices Inc	$3.91M	0.65%	0.00%	-0.5%	Q2 2025
KOCoca Cola Co	$3.65M	0.61%	0.00%	+3.9%	Q2 2016
DISWalt Disney Co	$3.54M	0.59%	0.00%	+0.4%	Q1 2019
TFCTruist Financial Corp	$3.51M	0.59%	0.01%	-1.9%	Q1 2023
AMGNAmgen Inc	$3.5M	0.58%	0.00%	+1.3%	Q1 2023
PGPROCTER & GAMBLE Co	$3.5M	0.58%	0.00%	-33.2%	Q2 2016
UPSUnited Parcel Service Inc	$3.45M	0.58%	0.00%	Not reported	Q2 2016
BLKBlackRock, Inc.	$3.41M	0.57%	0.00%	+0.5%	Q3 2018
DDDuPont de Nemours, Inc.	$3.12M	0.52%	0.02%	+2.7%	Q2 2019
METMetlife Inc	$3.02M	0.51%	0.01%	-3.1%	Q3 2019
WMWaste Management Inc	$3.01M	0.50%	0.00%	+0.8%	Q3 2024
HONHoneywell International Inc	$3.01M	0.50%	0.00%	+101.7%	Q2 2016
CRMSalesforce, Inc.	$2.99M	0.50%	0.00%	-1.3%	Q2 2016
JCIJohnson Controls International plc	$2.91M	0.49%	0.00%	-0.2%	Q1 2025

Q1 2026Reported Apr 15, 202689 positions
JPMJPMorgan Chase & Co	$19.3M	3.55%	0.00%	+2.8%	Q2 2016
AAPLApple Inc.	$19.3M	3.55%	0.00%	-3.4%	Q2 2016
GOOGLAlphabet Inc.	$17.3M	3.18%	0.00%	-5.0%	Q2 2018
NVDANvidia Corp	$16.2M	2.99%	0.00%	+5.2%	Q2 2023
MSFTMicrosoft Corp	$14.9M	2.74%	0.00%	+0.4%	Q2 2016
XOMExxonMobil Holdings Corp	$11.8M	2.17%	0.00%	+8.4%	Q2 2016
CSCOCisco Systems, Inc.	$10.3M	1.90%	0.00%	+2.0%	Q2 2016
AMZNAmazon Com Inc	$9.88M	1.82%	0.00%	-2.4%	Q3 2019
ABBVAbbVie Inc.	$9.86M	1.81%	0.00%	-10.0%	Q2 2016
MSMorgan Stanley	$9.72M	1.79%	0.00%	-0.9%	Q3 2019
CVXChevron Corp	$8.68M	1.60%	0.00%	+5.7%	Q2 2016
EMREmerson Electric Co	$8.32M	1.53%	0.01%	-1.5%	Q2 2016
JNJJohnson & Johnson	$8.14M	1.50%	0.00%	-9.6%	Q2 2016
CAHCardinal Health Inc	$8.07M	1.48%	0.02%	-19.3%	Q2 2016
METAMeta Platforms, Inc.	$7.62M	1.40%	Not reported	+15.2%	Q4 2018
BRK.BBerkshire Hathaway Inc	$7.43M	1.37%	Not reported	-5.5%	Q2 2016
ETNEaton Corp plc	$6.9M	1.27%	0.01%	-0.1%	Q2 2016
DIASPDR Dow Jones Industrial Average ETF Trust	$6.87M	1.27%	Not reported	Not reported	Q2 2016
RTXRTX Corp	$6.76M	1.24%	0.00%	-1.2%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$6.45M	1.19%	Not reported	-4.6%	Q2 2016
CATCaterpillar Inc	$6.29M	1.16%	0.00%	-1.8%	Q2 2016
IBMInternational Business Machines Corp	$6.03M	1.11%	0.00%	+9.1%	Q3 2019
PLTRPalantir Technologies Inc.	$5.51M	1.01%	0.00%	+20.5%	Q4 2024
AVGOBroadcom Inc.	$5.48M	1.01%	0.00%	+6.9%	Q2 2024
DUKDuke Energy CORP	$5.48M	1.01%	0.01%	+3.8%	Q2 2016
VVisa Inc.	$5.24M	0.96%	0.00%	-2.8%	Q1 2023
ORCLOracle Corp	$5.21M	0.96%	0.00%	+11.7%	Q3 2016
PGPROCTER & GAMBLE Co	$5.16M	0.95%	0.00%	-6.1%	Q2 2016
BRK.ABerkshire Hathaway Inc	$5.03M	0.93%	Not reported	Not reported	Q1 2023
PEPPepsico Inc	$4.92M	0.91%	0.00%	-0.1%	Q2 2016
YUMYum Brands Inc	$4.76M	0.88%	0.01%	+0.2%	Q2 2016
LLYELI LILLY & Co	$4.73M	0.87%	0.00%	-9.2%	Q2 2017
PRUPrudential Financial Inc	$4.59M	0.84%	0.01%	+3.6%	Q1 2023
BACBank of America Corp	$4.55M	0.84%	0.00%	-1.9%	Q2 2016
VZVerizon Communications Inc	$4.53M	0.83%	0.00%	-6.2%	Q2 2016
CRMSalesforce, Inc.	$3.61M	0.66%	0.00%	+6.3%	Q2 2016
DISWalt Disney Co	$3.53M	0.65%	0.00%	+0.7%	Q1 2019
ICEIntercontinental Exchange, Inc.	$3.47M	0.64%	0.00%	-0.1%	Q1 2017
PANWPalo Alto Networks Inc	$3.44M	0.63%	0.00%	+2.9%	Q1 2024
BLKBlackRock, Inc.	$3.39M	0.62%	0.00%	-2.1%	Q3 2018
AMGNAmgen Inc	$3.35M	0.62%	0.00%	-1.1%	Q1 2023
TFCTruist Financial Corp	$3.3M	0.61%	0.01%	-17.7%	Q1 2023
KOCoca Cola Co	$3.29M	0.61%	0.00%	Not reported	Q2 2016
UPSUnited Parcel Service Inc	$3.15M	0.58%	0.00%	-0.4%	Q2 2016
ADIAnalog Devices Inc	$3.15M	0.58%	0.00%	+0.6%	Q2 2025
MCDMcdonalds Corp	$3.09M	0.57%	0.00%	-2.0%	Q2 2016
DDDuPont de Nemours, Inc.	$3.08M	0.57%	0.02%	+163.9%	Q2 2019
WMWaste Management Inc	$3.08M	0.57%	0.00%	+0.4%	Q3 2024
HONHoneywell International Inc	$3.03M	0.56%	0.00%	+1.2%	Q2 2016
LOWLowes Companies Inc	$2.92M	0.54%	0.00%	-4.5%	Q2 2017

Q4 2025Reported Jan 6, 202688 positions
AAPLApple Inc.	$21.4M	4.01%	0.00%	+0.1%	Q2 2016
JPMJPMorgan Chase & Co	$20.5M	3.85%	0.00%	-1.2%	Q2 2016
GOOGLAlphabet Inc.	$19.8M	3.71%	0.00%	+11.3%	Q2 2018
MSFTMicrosoft Corp	$19.4M	3.64%	0.00%	-0.8%	Q2 2016
NVDANvidia Corp	$16.5M	3.09%	0.00%	+3.0%	Q2 2023
ABBVAbbVie Inc.	$11.5M	2.16%	0.00%	-0.6%	Q2 2016
AMZNAmazon Com Inc	$11.2M	2.10%	0.00%	+1.4%	Q3 2019
MSMorgan Stanley	$10.6M	1.98%	0.00%	-0.9%	Q3 2019
CSCOCisco Systems, Inc.	$10M	1.88%	0.00%	-1.4%	Q2 2016
CAHCardinal Health Inc	$9.72M	1.82%	0.02%	-0.1%	Q2 2016
EMREmerson Electric Co	$8.55M	1.60%	0.01%	-0.2%	Q2 2016
BRK.BBerkshire Hathaway Inc	$8.25M	1.55%	Not reported	-0.6%	Q2 2016
XOMExxonMobil Holdings Corp	$7.72M	1.45%	0.00%	-1.5%	Q2 2016
METAMeta Platforms, Inc.	$7.63M	1.43%	Not reported	+0.6%	Q4 2018
JNJJohnson & Johnson	$7.63M	1.43%	0.00%	-1.3%	Q2 2016
DIASPDR Dow Jones Industrial Average ETF Trust	$7.13M	1.34%	Not reported	Not reported	Q2 2016
SPYSPDR S&P 500 ETF Trust	$7.1M	1.33%	Not reported	+2.9%	Q2 2016
IBMInternational Business Machines Corp	$6.76M	1.27%	0.00%	-2.9%	Q3 2019
RTXRTX Corp	$6.5M	1.22%	0.00%	-0.6%	Q1 2024
VVisa Inc.	$6.26M	1.17%	0.00%	-1.4%	Q1 2023
ORCLOracle Corp	$6.18M	1.16%	0.00%	+0.5%	Q3 2016
ETNEaton Corp plc	$6.15M	1.15%	0.01%	-0.1%	Q2 2016
LLYELI LILLY & Co	$6.08M	1.14%	0.00%	+1.3%	Q2 2017
CVXChevron Corp	$6.05M	1.13%	0.00%	-3.3%	Q2 2016
AVGOBroadcom Inc.	$5.74M	1.08%	0.00%	+0.1%	Q2 2024
PLTRPalantir Technologies Inc.	$5.56M	1.04%	0.00%	+3.5%	Q4 2024
PGPROCTER & GAMBLE Co	$5.45M	1.02%	0.00%	-3.2%	Q2 2016
BRK.ABerkshire Hathaway Inc	$5.28M	0.99%	Not reported	Not reported	Q1 2023
BACBank of America Corp	$5.23M	0.98%	0.00%	-2.6%	Q2 2016
CATCaterpillar Inc	$5.18M	0.97%	0.00%	-1.9%	Q2 2016
PRUPrudential Financial Inc	$5.12M	0.96%	0.01%	-1.7%	Q1 2023
CRMSalesforce, Inc.	$4.82M	0.90%	0.00%	-6.5%	Q2 2016
DUKDuke Energy CORP	$4.73M	0.89%	0.01%	-1.7%	Q2 2016
YUMYum Brands Inc	$4.62M	0.87%	0.01%	-0.4%	Q2 2016
PEPPepsico Inc	$4.55M	0.85%	0.00%	-3.4%	Q2 2016
TFCTruist Financial Corp	$4.29M	0.81%	0.01%	-3.1%	Q1 2023
DISWalt Disney Co	$4.14M	0.78%	0.00%	+0.5%	Q1 2019
VZVerizon Communications Inc	$3.92M	0.73%	0.00%	-3.3%	Q2 2016
BLKBlackRock, Inc.	$3.85M	0.72%	0.00%	-2.3%	Q3 2018
PANWPalo Alto Networks Inc	$3.84M	0.72%	0.00%	+1.6%	Q1 2024
METMetlife Inc	$3.67M	0.69%	0.01%	-3.1%	Q3 2019
ICEIntercontinental Exchange, Inc.	$3.58M	0.67%	0.00%	+0.2%	Q1 2017
UPSUnited Parcel Service Inc	$3.19M	0.60%	0.00%	-0.6%	Q2 2016
AMGNAmgen Inc	$3.15M	0.59%	0.00%	-2.3%	Q1 2023
LOWLowes Companies Inc	$3.12M	0.58%	0.00%	-2.0%	Q2 2017
MCDMcdonalds Corp	$3.1M	0.58%	0.00%	-1.8%	Q2 2016
SCHWSchwab Charles Corp	$3.02M	0.57%	0.00%	+1.2%	Q2 2024
WMWaste Management Inc	$2.93M	0.55%	0.00%	-0.3%	Q3 2024
GILDGilead Sciences, Inc.	$2.79M	0.52%	0.00%	-2.2%	Q1 2020
WMTWalmart Inc.	$2.76M	0.52%	0.00%	-0.7%	Q2 2016

Q3 2025Reported Oct 3, 202591 positions
MSFTMicrosoft Corp	$20.9M	3.98%	0.00%	-1.0%	Q2 2016
JPMJPMorgan Chase & Co	$20.3M	3.87%	0.00%	-4.1%	Q2 2016
AAPLApple Inc.	$20M	3.81%	0.00%	-2.2%	Q2 2016
NVDANvidia Corp	$16M	3.05%	0.00%	-2.1%	Q2 2023
GOOGLAlphabet Inc.	$13.8M	2.63%	0.00%	+20.1%	Q2 2018
ABBVAbbVie Inc.	$11.7M	2.23%	0.00%	-2.2%	Q2 2016
AMZNAmazon Com Inc	$10.5M	2.00%	0.00%	-1.3%	Q3 2019
MSMorgan Stanley	$9.56M	1.82%	0.00%	-4.6%	Q3 2019
CSCOCisco Systems, Inc.	$9.04M	1.72%	0.00%	-1.1%	Q2 2016
ORCLOracle Corp	$8.87M	1.69%	0.00%	-5.7%	Q3 2016
EMREmerson Electric Co	$8.47M	1.61%	0.01%	-6.2%	Q2 2016
METAMeta Platforms, Inc.	$8.44M	1.61%	Not reported	-19.9%	Q4 2018
BRK.BBerkshire Hathaway Inc	$8.3M	1.58%	Not reported	-0.7%	Q2 2016
CAHCardinal Health Inc	$7.44M	1.42%	0.02%	-5.7%	Q2 2016
XOMExxonMobil Holdings Corp	$7.34M	1.40%	0.00%	+18.9%	Q2 2016
ETNEaton Corp plc	$7.24M	1.38%	0.01%	-7.8%	Q2 2016
JNJJohnson & Johnson	$6.92M	1.32%	0.00%	-16.7%	Q2 2016
DIASPDR Dow Jones Industrial Average ETF Trust	$6.88M	1.31%	Not reported	Not reported	Q2 2016
SPYSPDR S&P 500 ETF Trust	$6.74M	1.28%	Not reported	+0.5%	Q2 2016
IBMInternational Business Machines Corp	$6.63M	1.26%	0.00%	-1.8%	Q3 2019
CVXChevron Corp	$6.37M	1.21%	0.00%	-4.0%	Q2 2016
VVisa Inc.	$6.18M	1.18%	0.00%	-3.4%	Q1 2023
PGPROCTER & GAMBLE Co	$6.03M	1.15%	0.00%	-1.5%	Q2 2016
RTXRTX Corp	$5.97M	1.14%	0.00%	-3.7%	Q1 2024
PLTRPalantir Technologies Inc.	$5.52M	1.05%	0.00%	+1.7%	Q4 2024
AVGOBroadcom Inc.	$5.47M	1.04%	0.00%	-9.3%	Q2 2024
BRK.ABerkshire Hathaway Inc	$5.28M	1.00%	Not reported	Not reported	Q1 2023
DUKDuke Energy CORP	$5.08M	0.97%	0.01%	+86.3%	Q2 2016
BACBank of America Corp	$5.04M	0.96%	0.00%	+0.6%	Q2 2016
PRUPrudential Financial Inc	$4.79M	0.91%	0.01%	+1.1%	Q1 2023
YUMYum Brands Inc	$4.66M	0.89%	0.01%	+44.6%	Q2 2016
PEPPepsico Inc	$4.61M	0.88%	0.00%	-7.8%	Q2 2016
CRMSalesforce, Inc.	$4.61M	0.88%	0.00%	-6.0%	Q2 2016
CATCaterpillar Inc	$4.4M	0.84%	0.00%	-2.5%	Q2 2016
VZVerizon Communications Inc	$4.37M	0.83%	0.00%	+24.0%	Q2 2016
BLKBlackRock, Inc.	$4.29M	0.82%	0.00%	-0.5%	Q3 2018
LLYELI LILLY & Co	$4.26M	0.81%	0.00%	0.0%	Q2 2017
PANWPalo Alto Networks Inc	$4.18M	0.79%	0.00%	-6.9%	Q1 2024
DISWalt Disney Co	$4.15M	0.79%	0.00%	+36.8%	Q1 2019
TFCTruist Financial Corp	$4.12M	0.78%	0.01%	+0.5%	Q1 2023
METMetlife Inc	$3.95M	0.75%	0.01%	+0.3%	Q3 2019
ICEIntercontinental Exchange, Inc.	$3.72M	0.71%	0.00%	-12.1%	Q1 2017
LOWLowes Companies Inc	$3.32M	0.63%	0.00%	-1.5%	Q2 2017
MCDMcdonalds Corp	$3.14M	0.60%	0.00%	-0.5%	Q2 2016
AMTAmerican Tower Corp	$2.96M	0.56%	0.00%	-2.1%	Q3 2016
WMWaste Management Inc	$2.95M	0.56%	0.00%	+0.5%	Q3 2024
SCHWSchwab Charles Corp	$2.86M	0.54%	0.00%	-1.7%	Q2 2024
HONHoneywell International Inc	$2.8M	0.53%	0.00%	-0.5%	Q2 2016
AMGNAmgen Inc	$2.78M	0.53%	0.00%	0.0%	Q1 2023
UPSUnited Parcel Service Inc	$2.7M	0.51%	0.00%	-33.5%	Q2 2016

Premium opens every quarter this fund has filed