Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ (CIK 894309) reported $169.2M across 104 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BKDV ($11.7M, 6.89%), AAPL ($7.8M, 4.60%), BRK/B ($6.6M, 3.93%), GOOGL ($6.2M, 3.65%), MSFT ($6.1M, 3.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BKDV | BNY MELLON MUNI INT ETF | $11.7M | 6.89% | 446,726 | New |
| 2 | AAPL | APPLE INC | $7.8M | 4.60% | 30,634 | Trimmed |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL | $6.6M | 3.93% | 13,861 | Added |
| 4 | GOOGL | ALPHABET INC CL A | $6.2M | 3.65% | 21,486 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $6.1M | 3.60% | 16,459 | Added |
| 6 | WMT | WALMART INC | $5.4M | 3.17% | 43,091 | Trimmed |
| 7 | BRK/A | BERKSHIRE HATHAWAY INC DEL CL | $5.0M | 2.97% | 7 | Hold |
| 8 | XOM | EXXON MOBIL CORP | $4.4M | 2.60% | 25,966 | Trimmed |
| 9 | AFL | AFLAC INC | $3.5M | 2.06% | 31,818 | Trimmed |
| 10 | JNJ | JOHNSON & JOHNSON | $3.5M | 2.06% | 14,265 | Trimmed |
| 11 | ORCL | ORACLE CORP | $3.3M | 1.95% | 22,409 | Added |
| 12 | ABBV | ABBVIE INC | $3.3M | 1.92% | 14,969 | Trimmed |
| 13 | CMI | CUMMINS INC | $3.1M | 1.86% | 5,853 | Trimmed |
| 14 | TMO | THERMO FISHER SCIENTIFIC INC. | $3.1M | 1.81% | 6,223 | Trimmed |
| 15 | TEL | TE CONNECTIVITY PLC | $3.0M | 1.75% | 14,153 | Trimmed |
| 16 | LRCX | LAM RESEARCH CORPORATION | $2.7M | 1.59% | 12,594 | Trimmed |
| 17 | LDOS | LEIDOS HOLDINGS INC | $2.6M | 1.54% | 16,716 | Trimmed |
| 18 | VEA | VANGUARD FTSE DEVELOPED MKTS E | $2.6M | 1.53% | 40,509 | Added |
| 19 | STT | STATE STR CORP | $2.5M | 1.47% | 19,645 | Trimmed |
| 20 | QCOM | QUALCOMM INC | $2.5M | 1.46% | 19,240 | Trimmed |
| 21 | DLR | DIGITAL RLTY TR INC | $2.4M | 1.44% | 13,544 | Trimmed |
| 22 | VZ | VERIZON COMMUNICATIONS INC | $2.4M | 1.40% | 47,297 | Added |
| 23 | RTX | RTX CORP | $2.2M | 1.28% | 11,216 | Trimmed |
| 24 | NUE | NUCOR CORP | $2.1M | 1.23% | 12,303 | Trimmed |
| 25 | JPM | JPMORGAN CHASE & CO | $2.1M | 1.22% | 7,024 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31