SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/
CIK: 0000894309SEC EDGAR →
Portfolio Value
$155.8M
Holdings
90
As of
Q4 2025
New Positions
3
Closed Positions
6
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 31,610 | $8.6M | 5.52% |
| 2 | MICROSOFT CORP | 16,304 | $7.9M | 5.06% |
| 3 | ALPHABET INC CL A | 23,193 | $7.3M | 4.66% |
| 4 | BERKSHIRE HATHAWAY INC DEL CL | 13,187 | $6.6M | 4.25% |
| 5 | WALMART INC | 50,999 | $5.7M | 3.65% |
| 6 | BERKSHIRE HATHAWAY INC DEL CL | 7 | $5.3M | 3.39% |
| 7 | ORACLE CORP | 22,219 | $4.3M | 2.78% |
| 8 | THERMO FISHER SCIENTIFIC INC. | 6,489 | $3.8M | 2.41% |
| 9 | AFLAC INC | 32,526 | $3.6M | 2.30% |
| 10 | ABBVIE INC | 15,332 | $3.5M | 2.25% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 12 | $36.4M | 23.4% |
| Financial Services | 27 | $28.1M | 18.0% |
| Industrials | 14 | $22.4M | 14.4% |
| Unknown | 6 | $16.5M | 10.6% |
| Healthcare | 10 | $14.9M | 9.6% |
| Consumer Defensive | 6 | $10.4M | 6.7% |
| Communication Services | 5 | $9.8M | 6.3% |
| Consumer Cyclical | 4 | $6.3M | 4.1% |
| Energy | 2 | $4.5M | 2.9% |
| Basic Materials | 2 | $4.0M | 2.6% |
| Real Estate | 1 | $2.0M | 1.3% |
| Utilities | 1 | $409K | 0.3% |