Security National Bank Of Sioux City Iowa /I

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$169.2M
Q ending 2026-03-31
Prior quarter
$155.8M
Q ending 2025-12-31
Change
+8.6% QoQ · +22.9% YoY
Positions
104
reported holdings

Largest positions

Top 100 of 104 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Bny Mellon Muni Int EtfBKMIShares$11.7M447K
Apple IncAAPLShares$7.8M31K
Berkshire Hathaway Inc Del ClBRK/BShares$6.6M14K
Alphabet Inc Cl AGOOGLShares$6.2M21K
Microsoft CorpMSFTShares$6.1M16K
Walmart IncWMTShares$5.4M43K
Berkshire Hathaway Inc Del ClBRK/AShares$5.0M7
Exxon Mobil CorpXOMShares$4.4M26K
Aflac IncAFLShares$3.5M32K
Johnson & JohnsonJNJShares$3.5M14K
Oracle CorpORCLShares$3.3M22K
Abbvie IncABBVShares$3.3M15K
Cummins IncCMIShares$3.1M6K
Thermo Fisher Scientific Inc.TMOShares$3.1M6K
Te Connectivity PlcShares$3.0M14K
Lam Research CorporationLRCXShares$2.7M13K
Leidos Holdings IncLDOSShares$2.6M17K
Vanguard Ftse Developed Mkts EVEAShares$2.6M41K
State Str CorpSTTShares$2.5M20K
Qualcomm IncQCOMShares$2.5M19K
Digital Rlty Tr IncDLRShares$2.4M14K
Verizon Communications IncVZShares$2.4M47K
Rtx CorpRTXShares$2.2M11K
Nucor CorpNUEShares$2.1M12K
Jpmorgan Chase & CoJPMShares$2.1M7K
Union Pac CorpUNPShares$2.0M8K
Home Depot IncHDShares$2.0M6K
Realty Income CorpOShares$2.0M33K
Wabtec CorpWABShares$2.0M8K
Linde PlcShares$1.9M4K
Automatic Data Processing IncADPShares$1.9M9K
Grand Canyon Ed IncLOPEShares$1.9M11K
Amazon Com IncAMZNShares$1.8M9K
Abbott LabsABTShares$1.8M18K
Jacobs Solutions IncJShares$1.8M14K
Nike Inc Cl BNKEShares$1.7M33K
Capital Group Intl FocusCGXUShares$1.7M57K
Danaher CorpDHRShares$1.6M9K
Booz Allen Hamilton Holding CoBAHShares$1.6M21K
Slb LimitedSLBShares$1.6M31K
T Rowe Price Group IncTROWShares$1.6M17K
Ishares Biotechnology EtfIBBShares$1.6M9K
Cognizant Technology SolutionsCTSHShares$1.6M25K
Pepsico IncPEPShares$1.4M9K
Timken CoTKRShares$1.4M14K
Snap-On IncSNAShares$1.4M4K
Colgate Palmolive CoCLShares$1.4M16K
Veralto CorporationVLTOShares$1.4M15K
Jp Morgan Equity Premium EtfJEPIShares$1.3M24K
Comcast Corp New Cl ACMCSAShares$1.3M46K
Vanguard Info Tech EtfVGTShares$1.3M2K
Prudential Finl IncPRUShares$1.3M13K
Illinois Tool Wks IncITWShares$1.2M5K
T Rowe Price Growth Stock EtfTGRWShares$1.2M29K
Coca-Cola CoKOShares$1.1M14K
Pimco Enhanced Short MaturityMINTShares$1.0M10K
Paypal Holdings IncPYPLShares$1.0M23K
American Century U.S. QualityQGROShares$1.0M10K
Vanguard Growth EtfVUGShares$847K2K
Kimberly Clark CorpKMBShares$841K9K
Vanguard S&P 500 EtfVOOShares$813K1K
Vanguard Total Bond Market EtfBNDShares$806K11K
Caterpillar IncCATShares$730K1K
International Paper CoIPShares$693K19K
Lockheed Martin CorpLMTShares$681K1K
Schwab Fndmn Intl Lrg Co EtfFNDFShares$655K13K
Fortive CorpFTVShares$603K11K
Vanguard Total Intl Stock EtfVXUSShares$600K8K
Vanguard Value EtfVTVShares$582K3K
Pimco Intermediate Muni Bond EMUNIShares$564K11K
Amentum Holdings IncAMTMShares$463K18K
Alliant Energy CorpLNTShares$452K6K
Nvidia CorpNVDAShares$421K2K
Dim Us Large Cap Value EtfDFLVShares$415K12K
Jpmorgan Active Value EtfJAVAShares$407K6K
Vanguard Real Estate EtfVNQShares$404K5K
Merck & Co Inc NewMRKShares$396K3K
Nomura Focused Emerging MarketEMEQShares$394K9K
Tyson Foods IncTSNShares$382K6K
Old Rep Intl CorpORIShares$370K9K
Vanguard Mid Cap EtfVOShares$366K1K
Electronic Arts IncEAShares$350K2K
Vanguard Ftse Emerging MarketsVWOShares$349K6K
State Street Spdr S&P 500 EtfSPYShares$345K530
Schwab Us Dvd Equity EtfSCHDShares$335K11K
State Street Spdr Bloomberg HiJNKShares$331K3K
Meta Platforms, IncMETAShares$326K570
Vanguard Small-Cap EtfVBShares$291K1K
Ishares Dow Jones Select Div IDVYShares$288K2K
Alphabet Inc Cl CGOOGShares$277K965
Nelnet Inc Cl ANNIShares$271K2K
State Street Technology SelectXLKShares$266K2K
Occidental Pete CorpOXYShares$263K4K
Corning IncGLWShares$256K2K
T.Rowe Prc Small-Mid Cap EtfTMSLShares$254K7K
Vanguard Small-Cap Value EtfVBRShares$253K1K
Dimensional International Sm EDFISShares$237K7K
Costco Whsl Corp NewCOSTShares$224K225
Deere & CoDEShares$222K394
Visa Inc - Class AVShares$210K696

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.