Security National Bank Of Sioux City Iowa /Ia/ Top Holdings and 13F Report (2025)

About Security National Bank Of Sioux City Iowa /Ia/

Investment Activity

Security National Bank Of Sioux City Iowa /Ia/ has $153.59 million in total holdings as of June 30, 2025.
Security National Bank Of Sioux City Iowa /Ia/ owns shares of 84 different stocks, but just 40 companies or ETFs make up 80% of its holdings.
Approximately 2.14% of the portfolio was purchased this quarter.
About 2.65% of the portfolio was sold this quarter.
This quarter, Security National Bank Of Sioux City Iowa /Ia/ has purchased 87 new stocks and bought additional shares in 43 stocks.
Security National Bank Of Sioux City Iowa /Ia/ sold shares of 25 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Microsoft: $8,524,421
Apple: $7,955,405
Oracle: $6,525,893
Berkshire Hathaway: $6,294,305
Alphabet: $5,702,883

Largest New Holdings this Quarter

72201R866 - PIMCO Intermediate Municipal Bond Exchange-Traded Fund: $564,624 Holding
464287200 - iShares Core S&P 500 ETF: $308,547 Holding
11135F101 - Broadcom: $211,142 Holding

Largest Purchases this Quarter

Walmart: 16,033 shares (about $1.65M)
PIMCO Intermediate Municipal Bond Exchange-Traded Fund: 10,800 shares (about $564.62K)
iShares Core S&P 500 ETF: 461 shares (about $308.55K)
Broadcom: 640 shares (about $211.14K)
Microsoft: 326 shares (about $168.85K)

Largest Sales this Quarter

JPMorgan Chase & Co.: 4,465 shares (about $1.41M)
NVIDIA: 1,000 shares (about $186.58K)
Abbott Laboratories: 1,390 shares (about $186.18K)
Oracle: 315 shares (about $88.59K)
Exxon Mobil: 625 shares (about $70.47K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$8,524,421	$168,852 ▲	2.0%	16,458	5.6%	Computer and Technology
AAPL Apple	$7,955,405	$30,046 ▼	-0.4%	31,243	5.2%	Computer and Technology
ORCL Oracle	$6,525,893	$88,591 ▼	-1.3%	23,204	4.2%	Computer and Technology
BRK.B Berkshire Hathaway	$6,294,305	$32,175 ▲	0.5%	12,520	4.1%	Finance
GOOGL Alphabet	$5,702,883	$51,051 ▼	-0.9%	23,459	3.7%	Computer and Technology
WMT Walmart	$5,367,880	$1,652,361 ▲	44.5%	52,085	3.5%	Retail/Wholesale
BRK.A Berkshire Hathaway	$5,279,400		0.0%	7	3.4%	Finance
AFL Aflac	$3,639,857	$18,989 ▲	0.5%	32,586	2.4%	Finance
ABBV AbbVie	$3,561,548	$10,419 ▲	0.3%	15,382	2.3%	Medical
QCOM QUALCOMM	$3,225,055	$11,312 ▲	0.4%	19,386	2.1%	Computer and Technology
LDOS Leidos	$3,217,044	$17,951 ▼	-0.6%	17,025	2.1%	Computer and Technology
TMO Thermo Fisher Scientific	$3,159,420	$16,976 ▼	-0.5%	6,514	2.1%	Medical
TE CONNECTIVITY PLC	$3,159,036	$31,832 ▼	-1.0%	14,390	2.1%	COMMON STOCK
XOM Exxon Mobil	$3,061,952	$70,469 ▼	-2.2%	27,157	2.0%	Energy
ADP Automatic Data Processing	$2,737,475	$18,197 ▲	0.7%	9,327	1.8%	Computer and Technology
CMI Cummins	$2,710,348	$5,491 ▲	0.2%	6,417	1.8%	Auto/Tires/Trucks
JNJ Johnson & Johnson	$2,677,279	$9,271 ▲	0.3%	14,439	1.7%	Medical
HD Home Depot	$2,570,931	$9,319 ▲	0.4%	6,345	1.7%	Retail/Wholesale
DLR Digital Realty Trust	$2,478,235	$10,373 ▲	0.4%	14,335	1.6%	Finance
STT State Street	$2,399,898	$3,132 ▼	-0.1%	20,687	1.6%	Finance
ABT Abbott Laboratories	$2,319,171	$186,177 ▼	-7.4%	17,315	1.5%	Medical
JPM JPMorgan Chase & Co.	$2,234,506	$1,408,395 ▼	-38.7%	7,084	1.5%	Finance
NKE NIKE	$2,216,996	$5,927 ▲	0.3%	31,794	1.4%	Consumer Discretionary
J Jacobs Solutions	$2,209,686	$4,796 ▼	-0.2%	14,745	1.4%	Business Services
O Realty Income	$2,182,665	$5,471 ▲	0.3%	35,905	1.4%	Finance
VEA Vanguard FTSE Developed Markets ETF	$2,096,361	$4,374 ▼	-0.2%	34,986	1.4%	ETF
VZ Verizon Communications	$2,079,495	$11,559 ▼	-0.6%	47,315	1.4%	Computer and Technology
BAH Booz Allen Hamilton	$2,047,676	$15,492 ▲	0.8%	20,487	1.3%	Business Services
UNP Union Pacific	$2,025,927	$13,000 ▲	0.6%	8,571	1.3%	Transportation
RTX RTX	$1,996,581	$2,845 ▼	-0.1%	11,932	1.3%	Aerospace
LINDE PLC	$1,910,925	$15,200 ▼	-0.8%	4,023	1.2%	COMMON STOCK
NUE Nucor	$1,906,448	$2,709 ▲	0.1%	14,077	1.2%	Basic Materials
EA Electronic Arts	$1,894,770	$1,009 ▲	0.1%	9,394	1.2%	Consumer Discretionary
LAM RESEARCH CORPORATION	$1,890,133	$7,365 ▲	0.4%	14,116	1.2%	COMMON STOCK
GIS General Mills	$1,865,288	$16,639 ▲	0.9%	36,995	1.2%	Consumer Staples
DHR Danaher	$1,770,660	$8,922 ▼	-0.5%	8,931	1.2%	Medical
TROW T. Rowe Price Group	$1,681,140	$18,988 ▲	1.1%	16,379	1.1%	Finance
VERALTO CORPORATION	$1,679,640	$8,742 ▲	0.5%	15,755	1.1%	COMMON STOCK
CTSH Cognizant Technology Solutions	$1,673,196	$14,085 ▲	0.8%	24,947	1.1%	Computer and Technology
WAB Wabtec	$1,658,688	$6,014 ▲	0.4%	8,274	1.1%	Transportation
CMCSA Comcast	$1,483,464	$15,082 ▲	1.0%	47,214	1.0%	Consumer Discretionary
PYPL PayPal	$1,438,571	$24,142 ▲	1.7%	21,452	0.9%	Business Services
IBB iShares Biotechnology ETF	$1,408,906	$7,218 ▲	0.5%	9,759	0.9%	Finance
SNA Snap-On	$1,357,705	$6,238 ▲	0.5%	3,918	0.9%	Consumer Discretionary
JEPI JPMorgan Equity Premium Income ETF	$1,350,130		0.0%	23,645	0.9%	ETF
CL Colgate-Palmolive	$1,298,306	$10,392 ▲	0.8%	16,241	0.8%	Consumer Staples
PEP PepsiCo	$1,287,694	$702 ▼	-0.1%	9,169	0.8%	Consumer Staples
PRU Prudential Financial	$1,276,521	$9,855 ▲	0.8%	12,305	0.8%	Finance
ITW Illinois Tool Works	$1,272,248	$9,127 ▲	0.7%	4,879	0.8%	Industrials
AMZN Amazon.com	$1,228,494	$14,272 ▲	1.2%	5,595	0.8%	Retail/Wholesale
TKR Timken	$1,143,112	$752 ▲	0.1%	15,205	0.7%	Computer and Technology
SLB SLB	$1,120,771	$6,702 ▲	0.6%	32,609	0.7%	Energy
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$1,043,231		0.0%	10,398	0.7%	ETF
IP International Paper	$968,368	$6,496 ▲	0.7%	20,870	0.6%	Basic Materials
KO CocaCola	$934,383	$6,632 ▲	0.7%	14,089	0.6%	Consumer Staples
KMB Kimberly-Clark	$906,438	$7,460 ▲	0.8%	7,290	0.6%	Consumer Staples
BND Vanguard Total Bond Market ETF	$762,367	$3,793 ▲	0.5%	10,251	0.5%	ETF
VUG Vanguard Growth ETF	$584,645	$4,316 ▼	-0.7%	1,219	0.4%	ETF
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$564,624	$564,624 ▲	New Holding	10,800	0.4%	ETF
LMT Lockheed Martin	$562,110		0.0%	1,126	0.4%	Aerospace
FTV Fortive	$528,357	$4,164 ▲	0.8%	10,785	0.3%	Computer and Technology
CAT Caterpillar	$507,688		0.0%	1,064	0.3%	Industrials
AMENTUM HOLDINGS INC	$462,977	$1,389 ▲	0.3%	19,331	0.3%	COMMON STOCK
META Meta Platforms	$455,316	$18,360 ▼	-3.9%	620	0.3%	Computer and Technology
NVDA NVIDIA	$450,591	$186,580 ▼	-29.3%	2,415	0.3%	Computer and Technology
LNT Alliant Energy	$424,953	$52,580 ▼	-11.0%	6,304	0.3%	Utilities
ORI Old Republic International	$393,485		0.0%	9,265	0.3%	Finance
VTV Vanguard Value ETF	$392,375	$186 ▲	0.0%	2,104	0.3%	ETF
SPY SPDR S&P 500 ETF Trust	$353,075		0.0%	530	0.2%	Finance
TSN Tyson Foods	$352,298		0.0%	6,488	0.2%	Consumer Staples
IVV iShares Core S&P 500 ETF	$308,547	$308,547 ▲	New Holding	461	0.2%	ETF
JNK SPDR Bloomberg High Yield Bond ETF	$307,003	$294 ▲	0.1%	3,133	0.2%	Finance
SCHD Schwab US Dividend Equity ETF	$302,211		0.0%	11,070	0.2%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$296,365	$1,409 ▼	-0.5%	5,470	0.2%	ETF
MRK Merck & Co., Inc.	$285,530	$9,988 ▲	3.6%	3,402	0.2%	Medical
XLK Technology Select Sector SPDR Fund	$281,860		0.0%	1,000	0.2%	ETF
DVY iShares Select Dividend ETF	$270,701	$36,946 ▼	-12.0%	1,905	0.2%	ETF
NNI Nelnet	$263,298		0.0%	2,100	0.2%	Finance
VOO Vanguard S&P 500 ETF	$255,362	$4,287 ▼	-1.7%	417	0.2%	ETF
V Visa	$242,721	$17,069 ▼	-6.6%	711	0.2%	Business Services
VB Vanguard Small-Cap ETF	$238,006		0.0%	936	0.2%	ETF
FI Fiserv	$219,181		0.0%	1,700	0.1%	Business Services
AVGO Broadcom	$211,142	$211,142 ▲	New Holding	640	0.1%	Computer and Technology
VNQ Vanguard Real Estate ETF	$209,260	$457 ▲	0.2%	2,289	0.1%	ETF
ET Energy Transfer	$0	$595,117 ▼	-100.0%	0	0.0%	Energy
SUN Sunoco	$0	$375,130 ▼	-100.0%	0	0.0%	Energy
EPD Enterprise Products Partners	$0	$306,317 ▼	-100.0%	0	0.0%	Energy
PAA Plains All American Pipeline	$0	$227,168 ▼	-100.0%	0	0.0%	Energy
DE Deere & Company	$0	$200,345 ▼	-100.0%	0	0.0%	Industrials
NGL NGL Energy Partners	$0	$90,097 ▼	-100.0%	0	0.0%	Energy

Showing largest 100 holdings. View all holdings.

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Security National Bank Of Sioux City Iowa /Ia/ Top Holdings and 13F Report (2025)

About Security National Bank Of Sioux City Iowa /Ia/

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Security National Bank Of Sioux City Iowa /Ia/ Top Holdings and 13F Report (2025)

About Security National Bank Of Sioux City Iowa /Ia/

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSecurity National Bank Of Sioux City Iowa /Ia/

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools