Institutional Manager · CIK 0000894309
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/
SIOUX CITY, IA · File #028-05013
Latest AUM
$155.8M
Positions
146
Top-10 Concentration
41.1%
Filings
11
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025146 pos · $155.8M
- 13F HOLDINGS REPORTQ/E Sep 2025140 pos · $153.6M
- 13F HOLDINGS REPORTQ/E Jun 2025143 pos · $142.5M
- 13F HOLDINGS REPORTQ/E Mar 2025144 pos · $137.6M
- 13F HOLDINGS REPORTQ/E Dec 2024148 pos · $142.9M
- 13F HOLDINGS REPORTQ/E Sep 2024159 pos · $163.8M
- 13F HOLDINGS REPORTQ/E Jun 2024147 pos · $138.7M
- 13F HOLDINGS REPORTQ/E Mar 2024146 pos · $141.9M
- 13F HOLDINGS REPORTQ/E Dec 2023151 pos · $132.6M
- 13F HOLDINGS REPORTQ/E Dec 2023149 pos · $128.2M
- 13F HOLDINGS REPORTQ/E Mar 2023161 pos · $130,830
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 31,510 | $8.6M | 6.25% |
| 2 | MICROSOFT CORP | MSFT | 16,259 | $7.9M | 5.74% |
| 3 | ALPHABET INC CL A | GOOG | 23,098 | $7.2M | 5.28% |
| 4 | BERKSHIRE HATHAWAY INC DEL CL | BRK-A | 13,137 | $6.6M | 4.82% |
| 5 | WALMART INC | WMT | 50,844 | $5.7M | 4.13% |
| 6 | BERKSHIRE HATHAWAY INC DEL CL | BRK-A | 7 | $5.3M | 3.86% |
| 7 | ORACLE CORP | ORCL-PD | 22,114 | $4.3M | 3.15% |
| 8 | THERMO FISHER SCIENTIFIC INC. | TMO | 6,449 | $3.7M | 2.73% |
| 9 | AFLAC INC | AFL | 32,501 | $3.6M | 2.62% |
| 10 | ABBVIE INC | ABBV | 15,272 | $3.5M | 2.55% |
| 11 | QUALCOMM INC | QCOM | 19,233 | $3.3M | 2.40% |
| 12 | CUMMINS INC | CMI | 6,380 | $3.3M | 2.38% |
| 13 | TE CONNECTIVITY PLC | TEL | 14,303 | $3.3M | 2.38% |
| 14 | EXXON MOBIL CORP | XOM | 26,592 | $3.2M | 2.34% |
| 15 | LEIDOS HOLDINGS INC | LDOS | 16,950 | $3.1M | 2.23% |
| 16 | JOHNSON & JOHNSON | JNJ | 14,492 | $3.0M | 2.19% |
| 17 | STATE STR CORP | STT-PG | 20,438 | $2.6M | 1.92% |
| 18 | AUTOMATIC DATA PROCESSING INC | ADP | 9,297 | $2.4M | 1.75% |
| 19 | LAM RESEARCH CORPORATION | LRCX | 13,966 | $2.4M | 1.75% |
| 20 | NUCOR CORP | NUE | 14,010 | $2.3M | 1.67% |