Security National Bank
Top Portfolio Positions
309 positions ·
$502,908,083 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
424,077 | $73,959,028 | 14.71% |
| AAPL |
Apple Inc.
Technology
|
111,575 | $28,316,618 | 5.63% |
| MUSA |
Murphy USA Inc.
Consumer Cyclical
|
52,593 | $25,979,363 | 5.17% |
| MSFT |
Microsoft Corp
Technology
|
50,219 | $18,589,566 | 3.70% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
79,672 | $16,593,286 | 3.30% |
| ASML |
Asml Holding Nv
Technology
|
11,761 | $15,534,281 | 3.09% |
| RTX |
RTX Corp
Industrials
|
73,023 | $14,086,136 | 2.80% |
| GOOGL |
Alphabet Inc.
Communication Services
|
47,531 | $13,668,014 | 2.72% |
| PANW |
Palo Alto Networks Inc
Technology
|
82,574 | $13,238,263 | 2.63% |
| OUNZ |
VanEck Merk Gold ETF
|
283,026 | $12,750,321 | 2.54% |
Portfolio Trend
Holdings in TE
Shares Held
Position Value (USD)
8 of 8 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,429,972 | 781,315 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $5,219,184 | 781,315 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,703,266 | 781,315 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $961,017 | 781,315 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $984,456 | 781,315 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,015,792 | 781,315 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $757,875 | 781,315 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,328,235 | 781,315 | Shares | Sole | 2024-07-22 | |
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