Latest WEST BANCORPORATION INC Stock Portfolio
WEST BANCORPORATION INC Performance:
2025 Q3: 4.28%YTD: 6.39%2024: 10.13%
Performance for 2025 Q3 is 4.28%, and YTD is 6.39%, and 2024 is 10.13%.
About WEST BANCORPORATION INC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, WEST BANCORPORATION INC reported an equity portfolio of $179.9 Millions as of 30 Sep, 2025.
The top stock holdings of WEST BANCORPORATION INC are IJR, IJR, VB. The fund has invested 7.9% of it's portfolio in ISHARES TR and 7.1% of portfolio in ISHARES TR.
The fund managers got completely rid off BOSTON SCIENTIFIC CORP (BSX), CHIPOTLE MEXICAN GRILL INC (CMG) and UNION PACIFIC CORP (UNP) stocks. They significantly reduced their stock positions in ARCHER DANIELS MIDLAND CO (ADM), HONEYWELL INTERNATIONAL INC (HON) and SOUTHERN CO (SO). WEST BANCORPORATION INC opened new stock positions in INVESCO EXCH TRADED FD TR II (CSD), ADAMS DIVERSIFIED EQUITY FD and VANGUARD MID-CAP GROWTH INDEX FUND MID CAP ETF (VB). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO QQQ TRUST (QQQ), META PLATFORMS INC A (META) and PROCTER & GAMBLE CO (PG).
The top stock holdings of WEST BANCORPORATION INC are IJR, IJR, VB. The fund has invested 7.9% of it's portfolio in ISHARES TR and 7.1% of portfolio in ISHARES TR.
The fund managers got completely rid off BOSTON SCIENTIFIC CORP (BSX), CHIPOTLE MEXICAN GRILL INC (CMG) and UNION PACIFIC CORP (UNP) stocks. They significantly reduced their stock positions in ARCHER DANIELS MIDLAND CO (ADM), HONEYWELL INTERNATIONAL INC (HON) and SOUTHERN CO (SO). WEST BANCORPORATION INC opened new stock positions in INVESCO EXCH TRADED FD TR II (CSD), ADAMS DIVERSIFIED EQUITY FD and VANGUARD MID-CAP GROWTH INDEX FUND MID CAP ETF (VB). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO QQQ TRUST (QQQ), META PLATFORMS INC A (META) and PROCTER & GAMBLE CO (PG).
WEST BANCORPORATION INC Annual Return Estimates Vs S&P 500
Our best estimate is that WEST BANCORPORATION INC made a return of 4.28% in the last quarter. In trailing 12 months, it's portfolio return was 7.97%.
New Buys
| Ticker | $ Bought |
|---|---|
| invesco exch traded fd tr ii | 873,276 |
| adams diversified equity fd | 804,807 |
| vanguard mid-cap growth index fund mid cap etf | 695,401 |
| invesco exchange traded fd t | 636,647 |
| alphabet inc | 464,807 |
| vanguard small-cap growth index fund small cap etf | 395,239 |
| vanguard mid-cap value index fund mid cap etf | 371,855 |
| nushares etf tr | 352,183 |
New stocks bought by WEST BANCORPORATION INC
Additions
| Ticker | % Inc. |
|---|---|
| invesco qqq trust | 224 |
| meta platforms inc a | 127 |
| procter & gamble co | 70.59 |
| visa inc | 46.15 |
| vanguard intl equity index f | 40.96 |
| vanguard whitehall fds | 34.41 |
| berkshire hathaway inc | 33.28 |
| amazon com inc | 27.63 |
Additions to existing portfolio by WEST BANCORPORATION INC
Reductions
| Ticker | % Reduced |
|---|---|
| archer daniels midland co | -50.01 |
| honeywell international inc | -50.00 |
| southern co | -40.05 |
| international business machines corp | -33.83 |
| at&t inc | -29.54 |
| caseys general stores inc | -27.34 |
| cadence design systems inc | -25.61 |
| ishares tr | -14.66 |
WEST BANCORPORATION INC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| chipotle mexican grill inc | -219,771 |
| anheuser busch inbev sa/nv | -207,878 |
| boston scientific corp | -308,267 |
| union pacific corp | -219,496 |
| ecolab inc | -212,588 |
| sherwin williams co | -201,209 |
WEST BANCORPORATION INC got rid off the above stocks
Sector Distribution
WEST BANCORPORATION INC has about 73.7% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 73.7 |
| Technology | 8.1 |
| Financial Services | 7.6 |
| Consumer Defensive | 2.4 |
| Communication Services | 2.2 |
| Healthcare | 2 |
| Consumer Cyclical | 1.8 |
Market Cap. Distribution
WEST BANCORPORATION INC has about 21.3% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 73.7 |
| MEGA-CAP | 13.5 |
| LARGE-CAP | 7.8 |
| SMALL-CAP | 4.8 |
Stocks belong to which Index?
About 25.7% of the stocks held by WEST BANCORPORATION INC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 74.3 |
| S&P 500 | 20.9 |
| RUSSELL 2000 | 4.8 |
WEST BANCORPORATION INC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of WEST BANCORPORATION INC
WEST BANCORPORATION INC has 110 stocks in it's portfolio. About 52.3% of the portfolio is in top 10 stocks. COST proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for WEST BANCORPORATION INC last quarter.
Last Reported on: 23 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 2.42 | 17,119 | 4,359,010 | added | 17.12 | ||
| AAXJ | ishares tr | 0.14 | 7,039 | 257,275 | reduced | -1.88 | ||
| ABBV | abbvie inc | 0.70 | 5,450 | 1,261,890 | added | 2.99 | ||
| ABT | abbott laboratories | 0.35 | 4,735 | 634,206 | added | 0.98 | ||
| ACSG | dbx etf tr | 0.14 | 4,035 | 242,221 | new | |||
| ADM | archer daniels midland co | 0.11 | 3,429 | 204,848 | reduced | -50.01 | ||
| AEP | american electric power company inc | 0.17 | 2,649 | 298,013 | reduced | -6.1 | ||
| AFTY | pacer fds tr | 0.45 | 18,480 | 809,054 | reduced | -3.9 | ||
| AFTY | pacer fds tr | 0.17 | 5,355 | 307,752 | unchanged | 0.00 | ||
| AGZD | wisdomtree tr | 0.20 | 7,031 | 367,721 | reduced | -3.43 | ||
| AMZN | amazon com inc | 0.70 | 5,765 | 1,265,820 | added | 27.63 | ||
| ANET | arista networks inc ordinary shares | 0.11 | 1,396 | 203,411 | new | |||
| APH | amphenol corp a | 0.24 | 3,515 | 434,981 | reduced | -6.94 | ||
| ASET | flexshares tr | 0.12 | 2,664 | 213,078 | new | |||
| BBAX | j p morgan exchange traded f | 0.40 | 12,650 | 722,315 | added | 7.43 | ||
| BIL | spdr ser tr | 0.23 | 2,935 | 411,047 | reduced | -5.05 | ||
| BSX | boston scientific corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CASY | caseys general stores inc | 0.12 | 396 | 223,867 | reduced | -27.34 | ||
| CDNS | cadence design systems inc | 0.14 | 726 | 255,015 | reduced | -25.61 | ||
| CHE | chemed corp new | 0.16 | 650 | 291,031 | new | |||