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Security National Bank Of Sioux City Iowa

Latest statistics and disclosures from Security National Bank Of Sioux City Iowa's latest quarterly 13F-HR filing:

Top 5 stock holdings are MSFT, AAPL, ORCL, BRK.B, GOOGL, and represent 22.79% of Security National Bank Of Sioux City Iowa's stock portfolio.
Added to shares of these 10 stocks: WMT, MUNI, IVV, AVGO, MSFT, BRK.B, PYPL, AFL, TROW, ADP.
Started 3 new stock positions in MUNI, AVGO, IVV.
Reduced shares in these 10 stocks: JPM, , SUN, EPD, PAA, DE, NVDA, ABT, , ORCL.
Sold out of its positions in DE, ET, EPD, NGL, PAA, SUN.
Security National Bank Of Sioux City Iowa was a net seller of stock by $-778k.
Security National Bank Of Sioux City Iowa has $154M in assets under management (AUM), dropping by 7.82%.
Central Index Key (CIK): 0000894309

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Positions held by Security National Bank Of Sioux City Iowa consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Security National Bank Of Sioux City Iowa

Security National Bank Of Sioux City Iowa holds 84 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corp Common Stock (MSFT)	5.6	$8.5M	+2%	17k	517.95	View chart
Apple Common Stock (AAPL)	5.2	$8.0M		31k	254.63	View chart
Oracle Corp Common Stock (ORCL)	4.2	$6.5M		23k	281.24	View chart
Berkshire Hathaway Inc Del Cl Common Stock (BRK.B)	4.1	$6.3M		13k	502.74	View chart
Alphabet Inc Cl A Common Stock (GOOGL)	3.7	$5.7M		24k	243.10	View chart
Walmart Common Stock (WMT)	3.5	$5.4M	+44%	52k	103.06	View chart
Berkshire Hathaway Inc Del Cl Common Stock (BRK.A)	3.4	$5.3M		7.00	754200.00	View chart
Aflac Common Stock (AFL)	2.4	$3.6M		33k	111.70	View chart
Abbvie Common Stock (ABBV)	2.3	$3.6M		15k	231.54	View chart
Qualcomm Common Stock (QCOM)	2.1	$3.2M		19k	166.36	View chart
Leidos Holdings Common Stock (LDOS)	2.1	$3.2M		17k	188.96	View chart
Thermo Fisher Scientific Common Stock (TMO)	2.1	$3.2M		6.5k	485.02	View chart
Te Connectivity Common Stock (TEL)	2.1	$3.2M		14k	219.53	View chart
Exxon Mobil Corp Common Stock (XOM)	2.0	$3.1M	-2%	27k	112.75	View chart
Automatic Data Processing Common Stock (ADP)	1.8	$2.7M		9.3k	293.50	View chart
Cummins Common Stock (CMI)	1.8	$2.7M		6.4k	422.37	View chart
Johnson & Johnson Common Stock (JNJ)	1.7	$2.7M		14k	185.42	View chart
Home Depot Common Stock (HD)	1.7	$2.6M		6.3k	405.19	View chart
Digital Rlty Tr Common Stock (DLR)	1.6	$2.5M		14k	172.88	View chart
State Str Corp Common Stock (STT)	1.6	$2.4M		21k	116.01	View chart
Abbott Labs Common Stock (ABT)	1.5	$2.3M	-7%	17k	133.94	View chart
Jpmorgan Chase & Co Common Stock (JPM)	1.5	$2.2M	-38%	7.1k	315.43	View chart
Nike Inc Cl B Common Stock (NKE)	1.4	$2.2M		32k	69.73	View chart
Jacobs Solutions Common Stock (J)	1.4	$2.2M		15k	149.86	View chart
Realty Income Corp Common Stock (O)	1.4	$2.2M		36k	60.79	View chart
Vanguard Ftse Developed Mkts E Other (VEA)	1.4	$2.1M		35k	59.92	View chart
Verizon Communications Common Stock (VZ)	1.4	$2.1M		47k	43.95	View chart
Booz Allen Hamilton Holding Common Stock (BAH)	1.3	$2.0M		21k	99.95	View chart
Union Pac Corp Common Stock (UNP)	1.3	$2.0M		8.6k	236.37	View chart
Rtx Corp Common Stock (RTX)	1.3	$2.0M		12k	167.33	View chart
Linde Common Stock (LIN)	1.2	$1.9M		4.0k	475.00	View chart
Nucor Corp Common Stock (NUE)	1.2	$1.9M		14k	135.43	View chart
Electronic Arts Common Stock (EA)	1.2	$1.9M		9.4k	201.70	View chart
Lam Research Corporation Common Stock (LRCX)	1.2	$1.9M		14k	133.90	View chart
General Mls Common Stock (GIS)	1.2	$1.9M		37k	50.42	View chart
Danaher Corp Common Stock (DHR)	1.2	$1.8M		8.9k	198.26	View chart
T Rowe Price Group Common Stock (TROW)	1.1	$1.7M		16k	102.64	View chart
Veralto Corporation Common Stock (VLTO)	1.1	$1.7M		16k	106.61	View chart
Cognizant Technology Solutions Common Stock (CTSH)	1.1	$1.7M		25k	67.07	View chart
Wabtec Corp Common Stock (WAB)	1.1	$1.7M		8.3k	200.47	View chart
Comcast Corp New Cl A Common Stock (CMCSA)	1.0	$1.5M		47k	31.42	View chart
Paypal Holdings Common Stock (PYPL)	0.9	$1.4M		22k	67.06	View chart
Ishares Biotechnology Etf Other (IBB)	0.9	$1.4M		9.8k	144.37	View chart
Snap-on Common Stock (SNA)	0.9	$1.4M		3.9k	346.53	View chart
Jp Morgan Equity Premium Etf Other (JEPI)	0.9	$1.4M		24k	57.10	View chart
Colgate Palmolive Common Stock (CL)	0.8	$1.3M		16k	79.94	View chart
Pepsico Common Stock (PEP)	0.8	$1.3M		9.2k	140.44	View chart
Prudential Finl Common Stock (PRU)	0.8	$1.3M		12k	103.74	View chart
Illinois Tool Wks Common Stock (ITW)	0.8	$1.3M		4.9k	260.76	View chart
Amazon Common Stock (AMZN)	0.8	$1.2M		5.6k	219.57	View chart
Timken Common Stock (TKR)	0.7	$1.1M		15k	75.18	View chart
Schlumberger Common Stock (SLB)	0.7	$1.1M		33k	34.37	View chart
Pimco Enhanced Short Maturity Other (MINT)	0.7	$1.0M		10k	100.33	View chart
International Paper Common Stock (IP)	0.6	$968k		21k	46.40	View chart
Coca-cola Common Stock (KO)	0.6	$934k		14k	66.32	View chart
Kimberly Clark Corp Common Stock (KMB)	0.6	$906k		7.3k	124.34	View chart
Vanguard Total Bond Market Etf Other (BND)	0.5	$762k		10k	74.37	View chart
Vanguard Growth Etf Other (VUG)	0.4	$585k		1.2k	479.61	View chart
Pimco Intermediate Muni Bond E Other (MUNI)	0.4	$565k	NEW	11k	52.28	View chart
Lockheed Martin Corp Common Stock (LMT)	0.4	$562k		1.1k	499.21	View chart
Fortive Corp Common Stock (FTV)	0.3	$528k		11k	48.99	View chart
Caterpillar Common Stock (CAT)	0.3	$508k		1.1k	477.15	View chart
Amentum Holdings Common Stock (AMTM)	0.3	$463k		19k	23.95	View chart
Meta Platforms Common Stock (META)	0.3	$455k	-3%	620.00	734.38	View chart
Nvidia Corp Common Stock (NVDA)	0.3	$451k	-29%	2.4k	186.58	View chart
Alliant Energy Corp Common Stock (LNT)	0.3	$425k	-11%	6.3k	67.41	View chart
Old Rep Intl Corp Common Stock (ORI)	0.3	$394k		9.3k	42.47	View chart
Vanguard Value Etf Other (VTV)	0.3	$392k		2.1k	186.49	View chart
Spdr S&p 500 Etf Trust Other (SPY)	0.2	$353k		530.00	666.18	View chart
Tyson Foods Common Stock (TSN)	0.2	$352k		6.5k	54.30	View chart
Ishares Core S&p 500 Etf Other (IVV)	0.2	$309k	NEW	461.00	669.30	View chart
Spdr Bloomberg High Yield Bond Other (JNK)	0.2	$307k		3.1k	97.99	View chart
Schwab Us Dvd Equity Etf Other (SCHD)	0.2	$302k		11k	27.30	View chart
Vanguard Ftse Emerging Markets Other (VWO)	0.2	$296k		5.5k	54.18	View chart
Merck & Co Common Stock (MRK)	0.2	$286k	+3%	3.4k	83.93	View chart
Technology Select Sect Spdr Other (XLK)	0.2	$282k		1.0k	281.86	View chart
Ishares Dow Jones Select Div I Other (DVY)	0.2	$271k	-12%	1.9k	142.10	View chart
Nelnet Inc Cl A Common Stock (NNI)	0.2	$263k		2.1k	125.38	View chart
Vanguard S&p 500 Etf Other (VOO)	0.2	$255k		417.00	612.38	View chart
Visa Inc - Class A Common Stock (V)	0.2	$243k	-6%	711.00	341.38	View chart
Vanguard Small-cap Etf Other (VB)	0.2	$238k		936.00	254.28	View chart
Fiserv Common Stock (FI)	0.1	$219k		1.7k	128.93	View chart
Broadcom Common Stock (AVGO)	0.1	$211k	NEW	640.00	329.91	View chart
Vanguard Real Estate Etf Other (VNQ)	0.1	$209k		2.3k	91.42	View chart

Past Filings by Security National Bank Of Sioux City Iowa

SEC 13F filings are viewable for Security National Bank Of Sioux City Iowa going back to 2011

Security National Bank Of Sioux City Iowa 2025 Q3 filed Oct. 14, 2025
Security National Bank Of Sioux City Iowa 2025 Q2 filed Aug. 15, 2025
Security National Bank Of Sioux City Iowa 2025 Q1 filed May 20, 2025
Security National Bank Of Sioux City Iowa 2024 Q4 filed Feb. 14, 2025
Security National Bank Of Sioux City Iowa 2024 Q3 filed Nov. 12, 2024
Security National Bank Of Sioux City Iowa 2024 Q2 filed Aug. 15, 2024
Security National Bank Of Sioux City Iowa 2024 Q1 filed May 13, 2024
Security National Bank Of Sioux City Iowa 2023 Q4 filed Feb. 16, 2024
Security National Bank Of Sioux City Iowa 2023 Q3 filed Nov. 13, 2023
Security National Bank Of Sioux City Iowa 2023 Q2 filed Nov. 13, 2023
Security National Bank Of Sioux City Iowa 2022 Q4 filed Feb. 16, 2023
Security National Bank Of Sioux City Iowa 2022 Q3 filed Oct. 14, 2022
Security National Bank Of Sioux City Iowa 2022 Q2 filed Aug. 15, 2022
Security National Bank Of Sioux City Iowa 2022 Q1 filed May 2, 2022
Security National Bank Of Sioux City Iowa 2021 Q4 filed Feb. 16, 2022
Security National Bank Of Sioux City Iowa 2021 Q3 filed Nov. 16, 2021

View all past filings

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