WEST BANCORPORATION INC

FundStock

CIK 0001166928 · Q2 2026

13F Equity AUM

$233.8M

+16.7% QoQ

Positions

-3 QoQ

AUM Rank

#5,773

Top 66%

Skill Alpha (FF)

-3.3%/yr

Underperformer

Rank #7,024 · Top 85%

vs S&P -3.7%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 33.1%Top 10: 57.2%Top 20: 79.6%

IWF7.8%

IWD7.3%

VYM6.4%

VYMI6.2%

IWR5.4%

VO5.4%

VOO5.1%

VUG4.8%

WTBA4.7%

IVV4.1%

Others (85)42.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services86.8%

Technology5.9%

Other7.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 95Median: 0.30%Avg: 1.05%

0–0.5%

65(13.4%)

0.5–1%

9(5.8%)

1–3%

9(16.4%)

3–5%

5(20.8%)

5%+

7(43.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 95vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New5Increased22Decreased43Exited7

New Positions

MU0.2%

+334

BSV0.1%

+3K

FLEX0.1%

+1K

TSM0.1%

+430

VFH0.1%

+2K

Increased

VO5.4%

+140K(+878%)

VUG4.8%

+114K(+730%)

IWF7.8%

+110K(+299%)

VYMI6.2%

+14K(+11%)

IWR5.4%

+9K(+8%)

VEA2.8%

+6K(+7%)

VYM6.4%

+6K(+7%)

VTV2.0%

+6K(+38%)

ADX0.5%

+3K(+6%)

NDQ2.5%

+2K(+34%)

Decreased

JEPI0.1%

-7,800(-65%)

VIG0.4%

-5,573(-57%)

VEU1.3%

-2,953(-7%)

WTBA4.7%

-2,750(-1%)

IWD7.3%

-2,592(-4%)

SCHD0.7%

-2,534(-5%)

PFE0.2%

-1,800(-9%)

FAST0.2%

-1,626(-14%)

SO0.3%

-1,531(-16%)

PG0.1%

-1,365(-40%)

Exited

PEP

-4,640

DON

-7,031

LHX

-849

-9,698

EMR

-1,992

EOG

-1,665

PEG

-3,039

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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