SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/

Bank

CIK

894309

Location

SIOUX CITY, IA

Portfolio Value

Small $141,356,832

Diversification

Diversified

Filing Date

Global Rank

#5,204 / 8,698 ▲ 36 · as of Mar 2026

Top Industry

Insurance - Diversified 8.6%

3Y Alpha vs SPY

-4.4%

Period ended 5 months ago

Filed May 15, 2026 · 3mo

24 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+56.2%

SPY

+75.3%

Annualised alpha

-4.6%

Max drawdown

−16.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.

Portfolio Concentration

76 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.3%

+0.2 pts

Top 5

26.4%

−1.9 pts

Top 10

39.1%

−1.7 pts

HHI

266

Diversified−15

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	23.1%	$32,620,209	12
Financial Services	17.3%	$24,421,678	10
Industrials	14.3%	$20,237,779	14
Healthcare	9.8%	$13,855,564	10
Consumer Defensive	8.9%	$12,526,299	8
Communication Services	7.7%	$10,830,311	5
Consumer Cyclical	4.5%	$6,302,556	4
Energy	4.4%	$6,257,464	3
Unclassified	3.8%	$5,392,435	5
Real Estate	3.2%	$4,473,530	2
Basic Materials	2.8%	$3,986,632	2
Utilities	0.3%	$452,375	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	+5,746	40,509	$2,595,816
AMZN	Amazon Com Inc	+3,158	8,869	$1,847,146
PYPL	PayPal Holdings, Inc.	+1,467	22,854	$1,033,685
KMB	Kimberly Clark Corp	+1,413	8,713	$840,542
TROW	Price T Rowe Group Inc	+990	17,394	$1,567,894
NKE	NIKE, Inc.	+953	32,730	$1,728,797
ABT	Abbott Laboratories	+853	17,978	$1,845,800
BRK-B	Berkshire Hathaway Inc	+674	13,868	$11,669,171
PRU	Prudential Financial Inc	+583	12,866	$1,256,879
CTSH	Cognizant Technology Solutions Corp	+570	25,452	$1,561,479
BAH	Booz Allen Hamilton Holding Corp	+358	20,940	$1,633,947
ORCL	Oracle Corp	+190	22,409	$3,296,587
VB	Vanguard Morningstar Small-Cap ETF	+187	1,110	$290,731
FTV	Fortive Corp	+157	10,902	$602,662
MSFT	Microsoft Corp	+155	16,459	$6,092,627
VZ	Verizon Communications Inc	+47	47,297	$2,374,309
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
WMT	Walmart Inc.	−7,908	43,091	$5,355,349
O	Realty Income Corp	−2,539	33,226	$2,032,766
GOOGL	Alphabet Inc.	−1,787	22,451	$6,455,332
NUE	Nucor Corp	−1,717	12,303	$2,080,436
SLB	Slb Limited/Nv	−1,632	30,917	$1,588,823
AMTM	Amentum Holdings, Inc.	−1,528	17,761	$463,206
IP	International Paper Co /New/	−1,455	19,405	$692,758
LRCX	Lam Research Corp	−1,387	12,594	$2,690,833
XOM	ExxonMobil Holdings Corp	−1,349	25,966	$4,405,391
TKR	Timken Co	−1,243	13,916	$1,399,531
AAPL	Apple Inc.	−976	30,634	$7,774,602
STT	State Street Corp	−933	19,645	$2,486,270
DLR	Digital Realty Trust, Inc.	−781	13,544	$2,440,764
AFL	Aflac Inc	−708	31,818	$3,490,752
CMCSA	Comcast Corp	−665	46,120	$1,324,104
RTX	RTX Corp	−635	11,216	$2,163,566
CMI	Cummins Inc	−532	5,853	$3,149,030
IBB	iShares Biotechnology ETF	−459	9,248	$1,561,524
J	Jacobs Solutions Inc.	−431	14,174	$1,804,066
TSN	Tyson Foods, Inc.	−400	5,970	$382,497
ABBV	AbbVie Inc.	−363	14,969	$3,255,607
WAB	Westinghouse Air Brake Technologies Corp	−348	7,901	$1,974,538
JNJ	Johnson & Johnson	−322	14,265	$3,486,935
VLTO	Veralto Corp	−307	15,455	$1,366,530
KO	Coca Cola Co	−306	13,947	$1,060,668
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
VXUS	Vanguard Total International Stock ETF	7,777	$599,684
OXY	Occidental Petroleum Corp /De/	4,050	$263,250
GLW	Corning Inc /Ny	1,880	$255,623
COST	Costco Wholesale Corp /New	225	$224,196
DE	Deere & Co	394	$221,940
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
AVGO	Broadcom Inc.	652	$225,657
CSCO	Cisco Systems, Inc.	2,632	$202,742
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

76 tracked positions · $141,356,832 total · filing declares 161 positions · $169,162,786 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 76 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Added	13,868	+674	$11,669,171	−2.0%	8.26%
AAPL	Apple Inc. Technology	Reduced	30,634	-976	$7,774,602	−9.5%	5.50%
GOOGL	Alphabet Inc. Communication Services	Reduced	22,451	-1,787	$6,455,332	−14.9%	4.57%
MSFT	Microsoft Corp Technology	Added	16,459	+155	$6,092,627	−22.7%	4.31%
WMT	Walmart Inc. Consumer Defensive	Reduced	43,091	-7,908	$5,355,349	−5.7%	3.79%
XOM	ExxonMobil Holdings Corp Energy	Reduced	25,966	-1,349	$4,405,391	+34.0%	3.12%
AFL	Aflac Inc Financial Services	Reduced	31,818	-708	$3,490,752	−2.7%	2.47%
JNJ	Johnson & Johnson Healthcare	Reduced	14,265	-322	$3,486,935	+15.5%	2.47%
ORCL	Oracle Corp Technology	Added	22,409	+190	$3,296,587	−23.9%	2.33%
ABBV	AbbVie Inc. Healthcare	Reduced	14,969	-363	$3,255,607	−7.1%	2.30%
CMI	Cummins Inc Industrials	Reduced	5,853	-532	$3,149,030	−3.4%	2.23%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	6,223	-266	$3,058,790	−18.7%	2.16%
TEL	TE Connectivity plc Technology	Reduced	14,153	-175	$2,958,259	−9.2%	2.09%
LRCX	Lam Research Corp Technology	Reduced	12,594	-1,387	$2,690,833	+12.4%	1.90%
LDOS	Leidos Holdings, Inc. Technology	Reduced	16,716	-249	$2,599,671	−15.1%	1.84%
VEA	Vanguard FTSE Developed Markets ETF	Added	40,509	+5,746	$2,595,816	+19.5%	1.84%
STT	State Street Corp Financial Services	Reduced	19,645	-933	$2,486,270	−6.3%	1.76%
QCOM	Qualcomm Inc/De Technology	Reduced	19,240	-73	$2,477,726	−25.0%	1.75%
DLR	Digital Realty Trust, Inc. Real Estate	Reduced	13,544	-781	$2,440,764	+10.1%	1.73%
VZ	Verizon Communications Inc Communication Services	Added	47,297	+47	$2,374,309	+23.4%	1.68%
RTX	RTX Corp Industrials	Reduced	11,216	-635	$2,163,566	−0.5%	1.53%
NUE	Nucor Corp Basic Materials	Reduced	12,303	-1,717	$2,080,436	−9.0%	1.47%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	7,024	-56	$2,066,179	−9.4%	1.46%
UNP	Union Pacific Corp Industrials	Reduced	8,386	-240	$2,034,611	+2.0%	1.44%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	6,184	-163	$2,033,855	−6.9%	1.44%
O	Realty Income Corp Real Estate	Reduced	33,226	-2,539	$2,032,766	+0.8%	1.44%
WAB	Westinghouse Air Brake Technologies Corp Industrials	Reduced	7,901	-348	$1,974,538	+12.1%	1.40%
LIN	Linde PLC Basic Materials	Reduced	3,845	-157	$1,906,196	+11.7%	1.35%
ADP	Automatic Data Processing Inc Technology	Reduced	9,297	-40	$1,888,964	−21.4%	1.34%
LOPE	Grand Canyon Education, Inc. Consumer Defensive	Reduced	10,929	-31	$1,858,257	+1.9%	1.31%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,869	+3,158	$1,847,146	+40.1%	1.31%
ABT	Abbott Laboratories Healthcare	Added	17,978	+853	$1,845,800	−14.0%	1.31%
J	Jacobs Solutions Inc. Industrials	Reduced	14,174	-431	$1,804,066	−6.7%	1.28%
NKE	NIKE, Inc. Consumer Cyclical	Added	32,730	+953	$1,728,797	−14.6%	1.22%
DHR	Danaher Corp /De/ Healthcare	Reduced	8,677	-229	$1,645,159	−19.3%	1.16%
BAH	Booz Allen Hamilton Holding Corp Industrials	Added	20,940	+358	$1,633,947	−5.9%	1.16%
SLB	Slb Limited/Nv Energy	Reduced	30,917	-1,632	$1,588,823	+27.2%	1.12%
TROW	Price T Rowe Group Inc Financial Services	Added	17,394	+990	$1,567,894	−6.6%	1.11%
IBB	iShares Biotechnology ETF	Reduced	9,248	-459	$1,561,524	−4.7%	1.10%
CTSH	Cognizant Technology Solutions Corp Technology	Added	25,452	+570	$1,561,479	−24.4%	1.10%
PEP	Pepsico Inc Consumer Defensive	Reduced	9,200	-79	$1,428,667	+7.3%	1.01%
TKR	Timken Co Industrials	Reduced	13,916	-1,243	$1,399,531	+9.7%	0.99%
SNA	Snap-on Inc Industrials	Reduced	3,802	-104	$1,380,962	+2.6%	0.98%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	16,146	-105	$1,376,123	+7.2%	0.97%
VLTO	Veralto Corp Industrials	Reduced	15,455	-307	$1,366,530	−13.1%	0.97%
CMCSA	Comcast Corp Communication Services	Reduced	46,120	-665	$1,324,104	−5.3%	0.94%
PRU	Prudential Financial Inc Financial Services	Added	12,866	+583	$1,256,879	−9.3%	0.89%
ITW	Illinois Tool Works Inc Industrials	Reduced	4,747	-115	$1,235,596	+3.2%	0.87%
KO	Coca Cola Co Consumer Defensive	Reduced	13,947	-306	$1,060,668	+6.4%	0.75%
PYPL	PayPal Holdings, Inc. Financial Services	Added	22,854	+1,467	$1,033,685	−17.2%	0.73%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.