SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/
BankTop Portfolio Positions
72 positions ·
$131,005,278 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
30,634 | $7,774,602 | 5.93% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
13,861 | $6,642,191 | 5.07% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
21,486 | $6,178,513 | 4.72% | |
| MSFT |
Microsoft Corp
Technology
|
16,459 | $6,092,627 | 4.65% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
43,091 | $5,355,349 | 4.09% | |
| XOM |
Exxon Mobil Corp
Energy
|
25,966 | $4,405,391 | 3.36% | |
| AFL |
Aflac Inc
Financial Services
|
31,818 | $3,490,752 | 2.66% | |
| JNJ |
Johnson & Johnson
Healthcare
|
14,265 | $3,486,935 | 2.66% | |
| ORCL |
Oracle Corp
Technology
|
22,409 | $3,296,587 | 2.52% | |
| ABBV |
AbbVie Inc.
Healthcare
|
14,969 | $3,255,607 | 2.49% |
Portfolio Trend
24 quarters · across all stocks
Holdings in CGEN
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $53,250 | 25,000 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $38,250 | 25,000 | Shares | Defined | 2026-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||