SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/

Bank

CIK

894309

Location

SIOUX CITY, IA

Portfolio Value

Small $131,005,278

Diversification

Diversified

Filing Date

Global Rank

#5,137 / 8,617 ▲ 62 · as of Mar 2026

Top Industry

Software - Infrastructure 7.2%

3Y Alpha vs SPY

-6.5%

Period ended 4 months ago

Filed May 15, 2026 · 2mo

24 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+43.6%

SPY

+69.1%

Annualised alpha

-6.3%

Max drawdown

−17.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

5.9%

−0.3 pts

Top 5

24.5%

−1.8 pts

Top 10

38.2%

−1.5 pts

HHI

249

Diversified−16

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	24.9%	$32,620,209	12
Industrials	15.4%	$20,237,779	14
Financial Services	14.8%	$19,394,698	10
Healthcare	10.6%	$13,855,564	10
Consumer Defensive	9.6%	$12,526,299	8
Communication Services	8.1%	$10,553,492	5
Consumer Cyclical	4.8%	$6,302,556	4
Energy	4.8%	$6,257,464	3
Real Estate	3.4%	$4,473,530	2
Basic Materials	3.0%	$3,986,632	2
Utilities	0.3%	$452,375	1
Unclassified	0.3%	$344,680	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
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	13,861	$6,642,191
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
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
NUE	Nucor Corp	−1,717	12,303	$2,080,436
GOOGL	Alphabet Inc.	−1,707	21,486	$6,178,513
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
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
TMO	Thermo Fisher Scientific Inc.	−266	6,223	$3,058,790
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
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

72 positions · $131,005,278 total · 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 72 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	30,634	-976	$7,774,602	−9.5%	5.93%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	13,861	+674	$6,642,191	+0.2%	5.07%
GOOGL	Alphabet Inc. Communication Services	Reduced	21,486	-1,707	$6,178,513	−14.9%	4.72%
MSFT	Microsoft Corp Technology	Added	16,459	+155	$6,092,627	−22.7%	4.65%
WMT	Walmart Inc. Consumer Defensive	Reduced	43,091	-7,908	$5,355,349	−5.7%	4.09%
XOM	ExxonMobil Holdings Corp Energy	Reduced	25,966	-1,349	$4,405,391	+34.0%	3.36%
AFL	Aflac Inc Financial Services	Reduced	31,818	-708	$3,490,752	−2.7%	2.66%
JNJ	Johnson & Johnson Healthcare	Reduced	14,265	-322	$3,486,935	+15.5%	2.66%
ORCL	Oracle Corp Technology	Added	22,409	+190	$3,296,587	−23.9%	2.52%
ABBV	AbbVie Inc. Healthcare	Reduced	14,969	-363	$3,255,607	−7.1%	2.49%
CMI	Cummins Inc Industrials	Reduced	5,853	-532	$3,149,030	−3.4%	2.40%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	6,223	-266	$3,058,790	−18.7%	2.33%
TEL	TE Connectivity plc Technology	Reduced	14,153	-175	$2,958,259	−9.2%	2.26%
LRCX	Lam Research Corp Technology	Reduced	12,594	-1,387	$2,690,833	+12.4%	2.05%
LDOS	Leidos Holdings, Inc. Technology	Reduced	16,716	-249	$2,599,671	−15.1%	1.98%
STT	State Street Corp Financial Services	Reduced	19,645	-933	$2,486,270	−6.3%	1.90%
QCOM	Qualcomm Inc/De Technology	Reduced	19,240	-73	$2,477,726	−25.0%	1.89%
DLR	Digital Realty Trust, Inc. Real Estate	Reduced	13,544	-781	$2,440,764	+10.1%	1.86%
VZ	Verizon Communications Inc Communication Services	Added	47,297	+47	$2,374,309	+23.4%	1.81%
RTX	RTX Corp Industrials	Reduced	11,216	-635	$2,163,566	−0.5%	1.65%
NUE	Nucor Corp Basic Materials	Reduced	12,303	-1,717	$2,080,436	−9.0%	1.59%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	7,024	-56	$2,066,179	−9.4%	1.58%
UNP	Union Pacific Corp Industrials	Reduced	8,386	-240	$2,034,611	+2.0%	1.55%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	6,184	-163	$2,033,855	−6.9%	1.55%
O	Realty Income Corp Real Estate	Reduced	33,226	-2,539	$2,032,766	+0.8%	1.55%
WAB	Westinghouse Air Brake Technologies Corp Industrials	Reduced	7,901	-348	$1,974,538	+12.1%	1.51%
LIN	Linde PLC Basic Materials	Reduced	3,845	-157	$1,906,196	+11.7%	1.46%
ADP	Automatic Data Processing Inc Technology	Reduced	9,297	-40	$1,888,964	−21.4%	1.44%
LOPE	Grand Canyon Education, Inc. Consumer Defensive	Reduced	10,929	-31	$1,858,257	+1.9%	1.42%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,869	+3,158	$1,847,146	+40.1%	1.41%
ABT	Abbott Laboratories Healthcare	Added	17,978	+853	$1,845,800	−14.0%	1.41%
J	Jacobs Solutions Inc. Industrials	Reduced	14,174	-431	$1,804,066	−6.7%	1.38%
NKE	NIKE, Inc. Consumer Cyclical	Added	32,730	+953	$1,728,797	−14.6%	1.32%
DHR	Danaher Corp /De/ Healthcare	Reduced	8,677	-229	$1,645,159	−19.3%	1.26%
BAH	Booz Allen Hamilton Holding Corp Industrials	Added	20,940	+358	$1,633,947	−5.9%	1.25%
SLB	Slb Limited/Nv Energy	Reduced	30,917	-1,632	$1,588,823	+27.2%	1.21%
TROW	Price T Rowe Group Inc Financial Services	Added	17,394	+990	$1,567,894	−6.6%	1.20%
CTSH	Cognizant Technology Solutions Corp Technology	Added	25,452	+570	$1,561,479	−24.4%	1.19%
PEP	Pepsico Inc Consumer Defensive	Reduced	9,200	-79	$1,428,667	+7.3%	1.09%
TKR	Timken Co Industrials	Reduced	13,916	-1,243	$1,399,531	+9.7%	1.07%
SNA	Snap-on Inc Industrials	Reduced	3,802	-104	$1,380,962	+2.6%	1.05%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	16,146	-105	$1,376,123	+7.2%	1.05%
VLTO	Veralto Corp Industrials	Reduced	15,455	-307	$1,366,530	−13.1%	1.04%
CMCSA	Comcast Corp Communication Services	Reduced	46,120	-665	$1,324,104	+1.0%	1.01%
PRU	Prudential Financial Inc Financial Services	Added	12,866	+583	$1,256,879	−9.3%	0.96%
ITW	Illinois Tool Works Inc Industrials	Reduced	4,747	-115	$1,235,596	+3.2%	0.94%
KO	Coca Cola Co Consumer Defensive	Reduced	13,947	-306	$1,060,668	+6.4%	0.81%
PYPL	PayPal Holdings, Inc. Financial Services	Added	22,854	+1,467	$1,033,685	−17.2%	0.79%
KMB	Kimberly Clark Corp Consumer Defensive	Added	8,713	+1,413	$840,542	+14.1%	0.64%
CAT	Caterpillar Inc Industrials	Reduced	1,030	-34	$729,713	+19.7%	0.56%