Latest WEST BANCORPORATION INC Stock Portfolio

WEST BANCORPORATION INC Performance:

2025 Q2: 4.65%YTD: 1.85%2024: 9.19%

Performance for 2025 Q2 is 4.65%, and YTD is 1.85%, and 2024 is 9.19%.

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 $158.3 Millions as of 30 Jun, 2025.

The top stock holdings of WEST BANCORPORATION INC are IJR, IJR, IJR. The fund has invested 8.5% of it's portfolio in ISHARES TR and 7.8% of portfolio in ISHARES TR.

The fund managers got completely rid off UNITEDHEALTH GROUP INC (UNH), DUPONT DE NEMOURS INC (DD) and FISERV INC stocks. They significantly reduced their stock positions in PACER FDS TR (AFTY), FIRST TRUST ENHANCED EQUITY INCOME FUND and SPDR SER TR (BIL). WEST BANCORPORATION INC opened new stock positions in VANGUARD INTERNATL HIGH DIV YIELD INDEX FUND INTERNATNL HGH YLD ETF (VIGI), META PLATFORMS INC A (META) and CASEYS GENERAL STORES INC (CASY). The fund showed a lot of confidence in some stocks as they added substantially to FASTENAL CO (FAST), EXXON MOBIL CORP (XOM) and ELI LILLY AND CO (LLY).

WEST BANCORPORATION INC Annual Return Estimates Vs S&P 500

Our best estimate is that WEST BANCORPORATION INC made a return of 4.65% in the last quarter. In trailing 12 months, it's portfolio return was 6.22%.

New Buys

Ticker	$ Bought
vanguard internatl high div yield index fund internatnl hgh yld etf	5,526,630
meta platforms inc a	625,162
caseys general stores inc	278,097
ishares tr	247,575
pure storage inc a	247,536
lam research corp.	245,686
generac holdings inc	208,800

New stocks bought by WEST BANCORPORATION INC

Additions

Ticker	% Inc.
fastenal co	98.36
exxon mobil corp	26.63
eli lilly and co	24.07
invesco exchange traded fd t	23.43
servicenow inc	18.77
berkshire hathaway inc	7.24
vanguard whitehall fds	7.19
vanguard index fds	5.76

Additions to existing portfolio by WEST BANCORPORATION INC

Reductions

Ticker	% Reduced
pacer fds tr	-85.59
pacer fds tr	-61.1
first trust enhanced equity income fund	-24.43
spdr ser tr	-20.09
anheuser busch inbev sa/nv	-19.97
invesco qqq trust	-14.29
j p morgan exchange traded f	-12.68
altria group inc	-12.42

WEST BANCORPORATION INC reduced stake in above stock

Sold off

Ticker	$ Sold
dupont de nemours inc	-317,390
fiserv inc	-258,371
unitedhealth group inc	-399,621

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
Financial Services	7.8
Technology	7.3
Consumer Defensive	2.6
Healthcare	1.9
Consumer Cyclical	1.9
Communication Services	1.3
Utilities	1.1
Industrials	1.1

Market Cap. Distribution

WEST BANCORPORATION INC has about 20.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	73.7
MEGA-CAP	11.5
LARGE-CAP	9.4
SMALL-CAP	5.3

Stocks belong to which Index?

About 25.9% of the stocks held by WEST BANCORPORATION INC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	74.1
S&P 500	20.6
RUSSELL 2000	5.3

Top 5 Winners (%)		%
APH	amphenol corp a	50.3 %
NVDA	nvidia corp	43.0 %
MSFT	microsoft corp	32.3 %
INTU	intuit	28.1 %
NOW	servicenow inc	24.6 %

Top 5 Winners ($)		$
IJR	ishares tr	2.0 M
MSFT	microsoft corp	1.0 M
IJR	ishares tr	0.8 M
IJR	ishares tr	0.7 M
SPY	spdr s&p 500 eft trust	0.7 M

Top 5 Losers (%)		%
FAST	fastenal co	-44.7 %
CVX	chevron corp	-14.4 %
PEP	pepsico inc	-11.9 %
HPQ	hp inc	-11.7 %
ABBV	abbvie inc	-11.4 %

Top 5 Losers ($)		$
FAST	fastenal co	-0.4 M
AAPL	apple inc	-0.3 M
WTBA	west bancorporation inc	-0.1 M
ABBV	abbvie inc	-0.1 M
PEP	pepsico inc	-0.1 M

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 97 stocks in it's portfolio. About 55.1% of the portfolio is in top 10 stocks. FAST 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: 24 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	IJR	ishares tr	8.54	31,855	13,525,000	reduced	-6.98
Historical Trend of ISHARES TR Position Held By WEST BANCORPORATION INC What % of Portfolio is IJR?: Number of IJR shares held: Change in No. of Shares Held:
	IJR	ishares tr	7.80	63,614	12,355,700	reduced	-1.55

	IJR	ishares tr	5.70	98,183	9,029,890	reduced	-7.89

	VB	vanguard index fds	5.62	15,647	8,887,960	reduced	-3.65

	VIGI	vanguard whitehall fds	5.52	65,490	8,730,470	added	7.19

	WTBA	west bancorporation inc	5.30	427,722	8,396,180	reduced	-0.66

	IJR	ishares tr	5.29	13,492	8,377,180	reduced	-5.98

	SPY	spdr s&p 500 eft trust	4.39	11,246	6,948,340	reduced	-5.67

	VIGI	vanguard internatl high div yield index fund internatnl hgh yld etf	3.49	68,988	5,526,630	new

	VB	vanguard index fds	3.47	23,198	5,497,460	reduced	-3.63

		brookfield asset management ltd mngmt a	3.25	93,091	5,146,070	unchanged	0.00

	VB	vanguard index fds	2.82	10,164	4,455,900	reduced	-2.17

	VEA	vanguard tax-managed fds	2.69	74,723	4,259,960	reduced	-2.22

	MSFT	microsoft corp	2.57	8,174	4,065,830	reduced	-1.74

	IJR	ishares tr	1.96	14,350	3,096,590	reduced	-7.38

	AAPL	apple inc	1.90	14,617	2,998,970	reduced	-1.61

	VB	vanguard index fds	1.73	9,761	2,731,420	reduced	-0.71

	VB	vanguard index fds	1.54	13,783	2,436,010	added	5.76

	VIG	vanguard specialized funds	1.51	11,712	2,397,100	reduced	-0.31

	JPM	jpmorgan chase & co	0.98	5,375	1,558,270	reduced	-0.46