SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/
BankFiling Date
Global Rank
#5,858
/ 8,794
▲ 356
· as of Jun 2026
Top Industry
Insurance - Diversified
7.1%
Period ended 3 months ago
Filed Sep 18, 2026 · 16d
25 quarters · since Mar 2020
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
252 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
5.4%
−1.6 pts
Top 5
22.2%
−4.0 pts
Top 10
33.4%
−4.8 pts
HHI
199
Diversified−48
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 24.4% | $59,496,625 |
| Technology | 19.7% | $47,948,989 |
| Financial Services | 13.1% | $31,872,685 |
| Industrials | 11.3% | $27,463,063 |
| Healthcare | 7.5% | $18,316,231 |
| Communication Services | 6.5% | $15,922,146 |
| Consumer Defensive | 6.3% | $15,387,938 |
| Consumer Cyclical | 3.5% | $8,500,399 |
| Energy | 2.7% | $6,633,595 |
| Real Estate | 2.3% | $5,708,038 |
| Basic Materials | 2.3% | $5,622,134 |
| Utilities | 0.3% | $831,197 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | +50,439 | 52,344 | $4,887,232 | |
| BILZ | PIMCO Ultra Short Government Active ETF | +40,748 | 61,946 | $3,839,566 | |
| BIV | Vanguard Intermediate-Term Bond ETF | +32,062 | 43,009 | $3,167,392 | |
| TACN | T. Rowe Price Active Core International Equity ETF | +29,545 | 65,871 | $3,095,944 | |
| VB | Vanguard Morningstar Small-Cap ETF | +24,740 | 34,558 | $5,371,758 | |
| DCOR | Dimensional US Core Equity 1 ETF | +22,774 | 41,430 | $1,595,934 | |
| EDV | Vanguard World Funds Extended Duration ETF | +19,883 | 21,750 | $2,656,538 | |
| CMCSA | Comcast Corp | +18,170 | 64,290 | $1,578,319 | |
| BBAG | JPMorgan BetaBuilders U.S. Aggregate Bond ETF | +17,505 | 46,941 | $2,820,400 | |
| CGXU | Capital Group International Focus Equity ETF | +16,243 | 73,533 | $2,545,712 | |
| VZ | Verizon Communications Inc | +15,714 | 63,011 | $2,667,884 | |
| FNDA | Schwab Fundamental U.S. Small Company ETF | +12,406 | 36,726 | $1,623,251 | |
| CTSH | Cognizant Technology Solutions Corp | +10,385 | 35,837 | $1,387,967 | |
| ACSG | American Century Small Cap Growth Insights ETF | +9,866 | 19,426 | $2,293,239 | |
| ORCL | Oracle Corp | +9,424 | 31,833 | $4,665,125 | |
| O | Realty Income Corp | +9,040 | 42,266 | $2,618,801 | |
| BAH | Booz Allen Hamilton Holding Corp | +8,245 | 29,185 | $1,770,653 | |
| AFL | Aflac Inc | +7,752 | 39,570 | $4,639,582 | |
| KO | Coca Cola Co | +7,597 | 21,544 | $1,750,880 | |
| VXUS | Vanguard Total International Stock ETF | +7,388 | 15,165 | $1,296,455 | |
| SLB | Slb Limited/Nv | +7,260 | 38,177 | $1,774,848 | |
| QCOM | Qualcomm Inc/De | +6,900 | 26,140 | $4,830,410 | |
| VEA | Vanguard FTSE Developed Markets ETF | +6,887 | 47,396 | $3,376,965 | |
| TROW | Price T Rowe Group Inc | +6,817 | 24,211 | $2,752,548 | |
| ABT | Abbott Laboratories | +6,268 | 24,246 | $2,200,081 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SCI | Service Corp International | 17,835 | $1,354,746 | |
| NFLX | Netflix Inc | 16,735 | $1,194,879 | |
| FAAA | Fidelity AAA CLO ETF | 15,290 | $695,542 | |
| FAB | First Trust Multi Cap Value AlphaDEX Fund | 5,693 | $532,176 | |
| VCHY | Vanguard U.S. High-Yield Corporate Bond Index ETF | 6,861 | $523,144 | |
| PFG | Principal Financial Group Inc | 3,899 | $420,234 | |
| CSCO | Cisco Systems, Inc. | 3,156 | $370,703 | |
| BNDW | Vanguard Total World Bond ETF | 3,425 | $283,076 | |
| HSY | Hershey Co | 1,525 | $267,561 | |
| AVGO | Broadcom Inc. | 600 | $226,650 | |
| — | 3,114 | $215,795 | ||
| PG | PROCTER & GAMBLE Co | 1,210 | $177,434 | |
| VIGI | Vanguard International Dividend Appreciation ETF | 2,508 | $168,637 | |
| DUK | Duke Energy CORP | 1,199 | $151,769 | |
| ALLW | SSGA Active Trust State Street Bridgewater All Weather ETF | 3,445 | $138,799 | |
| CVX | Chevron Corp | 782 | $129,624 | |
| CASH | Pathward Financial, Inc. | 1,404 | $122,232 | |
| LLY | ELI LILLY & Co | 100 | $119,943 | |
| CASY | Caseys General Stores Inc | 150 | $119,218 | |
| BAC | Bank Of America Corp /De/ | 2,077 | $118,347 | |
| ATI | Ati Inc | 600 | $118,260 | |
| BCLO | iShares BBB-B CLO Active ETF | 2,225 | $113,604 | |
| JA | Janus Henderson AA-A CLO ETF | 2,102 | $113,098 | |
| AMD | Advanced Micro Devices Inc | 185 | $107,468 | |
| TGT | Target Corp | 821 | $107,230 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
2 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PYPL | PayPal Holdings, Inc. | 22,854 | $1,033,685 | |
| — | 1,719 | $350,452 | ||
| No positions match the current search. | ||||
252 tracked positions ·
$243,703,040 total
· filing declares
358 positions · $243,694,383
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 252 positions by value
· page 1 of 6
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 15,795 | $13,142,106 | 5.39% | |
| BEDY |
BNY Mellon Enhanced Dividend and Income ETF
|
Added | 449,497 | $11,885,599 | 4.88% | |
| AAPL |
Apple Inc.
Technology
|
Added | 36,623 | $10,597,230 | 4.35% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 28,396 | $10,144,058 | 4.16% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 22,364 | $8,342,218 | 3.42% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 15,734 | $6,818,014 | 2.80% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 47,571 | $5,387,890 | 2.21% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Added | 34,558 | $5,371,758 | 2.20% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Added | 52,344 | $4,887,232 | 2.01% | |
| CMI |
Cummins Inc
Industrials
|
Added | 6,781 | $4,836,277 | 1.98% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 26,140 | $4,830,410 | 1.98% | |
| ORCL |
Oracle Corp
Technology
|
Added | 31,833 | $4,665,125 | 1.91% | |
| AFL |
Aflac Inc
Financial Services
|
Added | 39,570 | $4,639,582 | 1.90% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 18,143 | $4,607,777 | 1.89% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 16,964 | $4,268,820 | 1.75% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 31,120 | $4,254,726 | 1.75% | |
| STT |
State Street Corp
Financial Services
|
Added | 24,958 | $4,232,876 | 1.74% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Added | 7,783 | $3,902,084 | 1.60% | |
| BILZ |
PIMCO Ultra Short Government Active ETF
|
Added | 61,946 | $3,839,566 | 1.58% | |
| TEL |
TE Connectivity plc
Technology
|
Added | 17,918 | $3,612,447 | 1.48% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 47,396 | $3,376,965 | 1.39% | |
| NUE |
Nucor Corp
Basic Materials
|
Added | 14,393 | $3,206,040 | 1.32% | |
| BIV |
Vanguard Intermediate-Term Bond ETF
|
Added | 43,009 | $3,167,392 | 1.30% | |
| TACN |
T. Rowe Price Active Core International Equity ETF
|
Added | 65,871 | $3,095,944 | 1.27% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 12,849 | $3,062,430 | 1.26% | |
| DLR |
Digital Realty Trust, Inc.
Real Estate
|
Added | 16,851 | $3,026,102 | 1.24% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 8,952 | $2,930,258 | 1.20% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 10,566 | $2,873,952 | 1.18% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 8,093 | $2,854,239 | 1.17% | |
| BBAG |
JPMorgan BetaBuilders U.S. Aggregate Bond ETF
|
Added | 46,941 | $2,820,400 | 1.16% | |
| TROW |
Price T Rowe Group Inc
Financial Services
|
Added | 24,211 | $2,752,548 | 1.13% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 12,262 | $2,746,074 | 1.13% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 63,011 | $2,667,884 | 1.09% | |
| EDV |
Vanguard World Funds Extended Duration ETF
|
Added | 21,750 | $2,656,538 | 1.09% | |
| O |
Realty Income Corp
Real Estate
|
Added | 42,266 | $2,618,801 | 1.07% | |
| CGXU |
Capital Group International Focus Equity ETF
|
Added | 73,533 | $2,545,712 | 1.04% | |
| WAB |
Westinghouse Air Brake Technologies Corp
Industrials
|
Added | 9,396 | $2,533,161 | 1.04% | |
| RTX |
RTX Corp
Industrials
|
Added | 13,048 | $2,475,596 | 1.02% | |
| LIN |
Linde PLC
Basic Materials
|
Added | 4,633 | $2,404,248 | 0.99% | |
|
|
Added | 12,187 | $2,317,845 | 0.95% | ||
| TKR |
Timken Co
Industrials
|
Added | 15,921 | $2,313,639 | 0.95% | |
| ACSG |
American Century Small Cap Growth Insights ETF
|
Added | 19,426 | $2,293,239 | 0.94% | |
| J |
Jacobs Solutions Inc.
Industrials
|
Added | 17,869 | $2,251,494 | 0.92% | |
| LDOS |
Leidos Holdings, Inc.
Technology
|
Added | 21,836 | $2,248,452 | 0.92% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 24,246 | $2,200,081 | 0.90% | |
| LOPE |
Grand Canyon Education, Inc.
Consumer Defensive
|
Added | 15,074 | $2,157,240 | 0.89% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Added | 11,037 | $2,102,326 | 0.86% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Added | 22,198 | $2,035,112 | 0.84% | |
| PRU |
Prudential Financial Inc
Financial Services
|
Added | 17,781 | $1,919,103 | 0.79% | |
| SNA |
Snap-on Inc
Industrials
|
Added | 4,732 | $1,904,156 | 0.78% |
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.