SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/

Latest statistics and disclosures from SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/'s latest quarterly 13F-HR filing:

  • Top 5 stock holdings are BRK.A, BRK.B, XOM, TMO, NKE, and represent 16.60% of SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/'s stock portfolio.
  • Added to shares of these 10 stocks: XOM, NUE, USB, CCL, TUP, TEVA, BMY, CVX, PFE, QCOM.
  • Started 9 new stock positions in NUE, CCL, TEVA, TUP, MRK, PFE, USB, BA, BMY.
  • Reduced shares in these 10 stocks: VT, FISV, HI, CMI, PRU, CASY, IP, PEP, MAN, UNP.
  • Sold out of its positions in CASY, VT.
  • SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ was a net buyer of stock by $2.79M.
  • SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ has $101.33M in assets under management (AUM), growing by 5.30%.

SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ portfolio companies for March 2017 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Berkshire Hathaway (BRK.A) 3.95 16 249875.00 0.00
Berkshire Hathaway (BRK.B) 3.93 23893 +7.00% 166.66 0.00
Exxon Mobil Corporation (XOM) 3.68 45410 +57.00% 82.02 81.11
Thermo Fisher Scientific (TMO) 2.68 17659 -2.00% 153.59 173.70
NIKE (NKE) 2.38 43212 -2.00% 55.73 52.95
Johnson & Johnson (JNJ) 2.32 18858 -2.00% 124.54 135.01
Medtronic 2.32 29179 80.57 0.00
Digital Realty Trust (DLR) 2.02 19268 -4.00% 106.41 116.64
Danaher Corporation (DHR) 2.02 23900 -2.00% 85.52 84.62
Laboratory Corp. of America Holdings (LH) 1.96 13869 143.44 150.30
Apple (AAPL) 1.89 13327 +9.00% 143.67 143.73
Jacobs Engineering (JEC) 1.82 33307 -2.00% 55.27 53.53
Pepsi (PEP) 1.75 15888 -6.00% 111.83 115.94
AT&T; (T) 1.74 42485 41.55 37.70
Microsoft Corporation (MSFT) 1.68 25830 -3.00% 65.87 69.21
Chevron Corporation (CVX) 1.59 15042 +41.00% 107.40 104.07
Union Pacific Corporation (UNP) 1.55 14840 -6.00% 105.92 107.35
E.I. du Pont de Nemours & Company (DD) 1.55 19577 -3.00% 80.32 80.69
Verizon Communications (VZ) 1.54 32047 +3.00% 48.75 44.84
General Electric Company (GE) 1.51 51170 -2.00% 29.81 27.21
Illinois Tool Works (ITW) 1.47 11263 -3.00% 132.46 142.27
Fiserv (FISV) 1.44 12686 -46.00% 115.29 122.85
Dentsply Sirona 1.42 22979 62.44 0.00
State Street Corporation (STT) 1.41 17961 -3.00% 79.62 87.90
Coca-Cola Company (KO) 1.41 33684 -3.00% 42.44 45.05
iShares Dow Jones Select Dividend (DVY) 1.40 15575 91.11 92.33
Aegion 1.36 60226 -3.00% 22.91 0.00
Colgate-Palmolive Company (CL) 1.32 18243 73.16 75.37
McCormick & Company, Incorporated (MKC) 1.32 13690 97.57 98.53
United Technologies Corporation (UTX) 1.31 11862 112.19 121.59
CVS Caremark Corporation (CVS) 1.28 16578 +10.00% 78.52 80.49
Nucor Corporation (NUE) 1.27 21520 NEW 59.73 56.86
Home Depot (HD) 1.26 8706 -3.00% 146.79 152.24
Apache Corporation (APA) 1.25 24670 +15.00% 51.40 46.21
Schlumberger (SLB) 1.25 16220 +6.00% 78.07 65.36
Oracle Corporation (ORCL) 1.24 28141 44.61 50.75
Occidental Petroleum Corporation (OXY) 1.18 18800 -2.00% 63.35 59.63
AFLAC Incorporated (AFL) 1.09 15187 -6.00% 72.40 77.77
Praxair (PX) 1.08 9198 +5.00% 118.59 132.23
U.S. Ban (USB) 1.07 21000 NEW 51.52 51.42
General Mills (GIS) 1.07 18296 59.03 55.52
International Business Machines (IBM) 1.07 6207 -8.00% 174.07 154.75
Cardinal Health (CAH) 1.06 13215 81.53 79.25
McKesson Corporation (MCK) 1.06 7225 +20.00% 148.22 166.69
QUALCOMM (QCOM) 1.06 18802 +57.00% 57.36 55.43
Timken Company (TKR) 1.03 23172 -3.00% 45.22 43.60
Wal-Mart Stores (WMT) 1.02 14276 +4.00% 72.08 76.01
Omni (OMC) 1.01 11823 86.22 83.05
Wabtec Corporation (WAB) 1.01 13090 -3.00% 78.03 88.46
Tor Dom Bk Cad Com 1.01 20483 50.11 0.00
Abbvie 0.98 15249 -2.00% 65.18 0.00
T. Rowe Price (TROW) 0.97 14363 +11.00% 68.13 74.09
Manpower (MAN) 0.92 9100 -11.00% 102.56 106.93
Advance Auto Parts (AAP) 0.88 6040 -2.00% 148.33 121.96
Investors Real Estate Trust (IRET) 0.88 150045 5.93 6.13
Emerson Electric (EMR) 0.87 14801 59.83 58.64
iShares NASDAQ Biotechnology Index (IBB) 0.86 2954 -2.00% 293.41 310.89
Cummins (CMI) 0.83 5544 -31.00% 151.16 158.20
CA (CA) 0.83 26612 +2.00% 31.72 34.62
Intel Corporation (INTC) 0.82 22972 -3.00% 36.08 33.65
Carnival Corporation (CCL) 0.77 13325 NEW 58.92 65.05
Baker Hughes Incorporated (BHI) 0.77 12988 +4.00% 59.81 53.37
Tupperware Brands Corporation (TUP) 0.75 12100 NEW 62.75 69.16
Target Corporation (TGT) 0.72 13239 +40.00% 55.17 52.07
Fortive 0.70 11726 -2.00% 60.26 0.00
Teva Pharmaceutical Industries (TEVA) 0.69 21701 NEW 32.11 32.16
International Paper Company (IP) 0.67 13291 -22.00% 50.75 56.18
Bristol Myers Squibb (BMY) 0.66 12287 NEW 54.37 55.90
Owens & Minor (OMI) 0.64 18604 34.61 32.25
Polaris Industries (PII) 0.62 7554 +7.00% 83.81 90.86
Lockheed Martin Corporation (LMT) 0.53 2000 267.50 277.83
Prudential Financial (PRU) 0.53 5076 -38.00% 106.69 104.60
Pfizer (PFE) 0.43 12621 NEW 34.23 33.77
iShares S&P; US Pref Stock Idx Fnd (PFF) 0.42 11100 +6.00% 38.71 39.13
Boeing Company (BA) 0.37 2109 NEW 176.86 198.89
Merck & Co (MRK) 0.35 5557 NEW 63.52 65.54
Sunoco Logistics Partners (SXL) 0.26 10850 24.42 23.94
Eversource Energy 0.26 4416 -4.00% 58.88 0.00
SPDR S&P; 500 ETF (SPY) 0.25 1080 +13.00% 236.11 241.33
Hillenbrand (HI) 0.25 7050 -74.00% 35.89 35.90
Proshs Ultrashrt S&p500 Prosha etf 0.24 18000 13.44 0.00
Titan International (TWI) 0.20 20000 10.35 11.53
Abbott Laboratories (ABT) 0.01 140 42.86 48.67
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Past 13F-HR SEC Filings for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/

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