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 SO DAK (CIK 1105909) reported $207.5M across 119 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BKDV ($12.0M, 5.77%), AAPL ($11.0M, 5.30%), GOOGL ($8.7M, 4.20%), MSFT ($7.8M, 3.76%), BRK/B ($7.6M, 3.67%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BKDV | BNY MELLON MUNI INT ETF | $12.0M | 5.77% | 459,087 | New |
| 2 | AAPL | APPLE INC | $11.0M | 5.30% | 43,361 | Trimmed |
| 3 | GOOGL | ALPHABET INC CL A | $8.7M | 4.20% | 30,294 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $7.8M | 3.76% | 21,100 | Trimmed |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL | $7.6M | 3.67% | 15,899 | Trimmed |
| 6 | VT | VANGUARD TOT WORLD STK ETF | $5.7M | 2.76% | 41,390 | Trimmed |
| 7 | WMT | WALMART INC | $5.4M | 2.60% | 43,430 | Trimmed |
| 8 | ORCL | ORACLE CORP | $4.3M | 2.08% | 29,279 | Added |
| 9 | TMO | THERMO FISHER SCIENTIFIC INC. | $4.2M | 2.03% | 8,579 | Trimmed |
| 10 | RTX | RTX CORP | $4.1M | 2.00% | 21,506 | Trimmed |
| 11 | XOM | EXXON MOBIL CORP | $4.1M | 1.99% | 24,398 | Trimmed |
| 12 | JNJ | JOHNSON & JOHNSON | $4.1M | 1.98% | 16,781 | Trimmed |
| 13 | AFL | AFLAC INC | $3.8M | 1.83% | 34,530 | Trimmed |
| 14 | CMI | CUMMINS INC | $3.7M | 1.79% | 6,919 | Trimmed |
| 15 | QCOM | QUALCOMM INC | $3.6M | 1.74% | 28,069 | Added |
| 16 | ABBV | ABBVIE INC | $3.6M | 1.73% | 16,474 | Trimmed |
| 17 | NVDA | NVIDIA CORP | $3.3M | 1.58% | 18,848 | Trimmed |
| 18 | LIN | LINDE PLC | $3.3M | 1.57% | 6,569 | Trimmed |
| 19 | AMZN | AMAZON COM INC | $2.9M | 1.41% | 14,011 | Added |
| 20 | JPM | JPMORGAN CHASE & CO | $2.8M | 1.34% | 9,436 | Trimmed |
| 21 | J | JACOBS SOLUTIONS INC | $2.8M | 1.34% | 21,914 | Trimmed |
| 22 | LDOS | LEIDOS HOLDINGS INC | $2.7M | 1.31% | 17,444 | Trimmed |
| 23 | NUE | NUCOR CORP | $2.7M | 1.29% | 15,854 | Added |
| 24 | DLR | DIGITAL RLTY TR INC | $2.6M | 1.28% | 14,692 | Trimmed |
| 25 | UNP | UNION PAC CORP | $2.6M | 1.27% | 10,883 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31