Security National Bank Of So Dak Top Holdings and 13F Report (2025) About Security National Bank Of So DakInvestment ActivitySecurity National Bank Of So Dak has $183.52 million in total holdings as of June 30, 2025.Security National Bank Of So Dak owns shares of 111 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 1.56% of the portfolio was purchased this quarter.About 3.01% of the portfolio was sold this quarter.This quarter, Security National Bank Of So Dak has purchased 112 new stocks and bought additional shares in 22 stocks.Security National Bank Of So Dak sold shares of 64 stocks and completely divested from 5 stocks this quarter.Largest Holdings Microsoft $10,595,330Apple $9,171,304Berkshire Hathaway $7,827,212Oracle $6,996,160Alphabet $5,500,138 Largest New Holdings this Quarter 72201R833 - PIMCO Enhanced Short Maturity Exchange-Traded Fund $285,519 Holding056525108 - Badger Meter $244,950 Holding46120E602 - Intuitive Surgical $220,081 Holding981811102 - Worthington Enterprises $209,948 Holding Largest Purchases this Quarter Amazon.com 5,091 shares (about $1.12M)JPMorgan Equity Premium Income ETF 9,450 shares (about $537.23K)PIMCO Enhanced Short Maturity Exchange-Traded Fund 2,840 shares (about $285.52K)Badger Meter 1,000 shares (about $244.95K)Intuitive Surgical 405 shares (about $220.08K) Largest Sales this Quarter Target 11,345 shares (about $1.12M)iShares Core S&P 500 ETF 1,146 shares (about $711.55K)Invesco QQQ 579 shares (about $319.40K)Carvana 665 shares (about $224.08K)LINDE PLC 268 shares (about $125.74K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSecurity National Bank Of So Dak Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$10,595,330$62,176 ▼-0.6%21,3015.8%Computer and TechnologyAAPLApple$9,171,304$4,514 ▲0.0%44,7015.0%Computer and TechnologyBRK.BBerkshire Hathaway$7,827,212$46,634 ▼-0.6%16,1134.3%FinanceORCLOracle$6,996,160$5,903 ▲0.1%32,0003.8%Computer and TechnologyGOOGLAlphabet$5,500,138$42,119 ▲0.8%31,2103.0%Computer and TechnologyVTVanguard Total World Stock ETF$5,146,583$65,545 ▼-1.3%40,0452.8%ETFWMTWalmart$4,550,681$69,130 ▼-1.5%46,5402.5%Retail/WholesaleQCOMQUALCOMM$4,410,387$1,911 ▲0.0%27,6932.4%Computer and TechnologyAFLAflac$3,698,904$35,224 ▼-0.9%35,0742.0%FinanceTMOThermo Fisher Scientific$3,487,361$22,300 ▼-0.6%8,6011.9%MedicalRTXRTX$3,435,997$68,045 ▼-1.9%23,5311.9%AerospaceABTAbbott Laboratories$3,341,358$6,256 ▼-0.2%24,5671.8%MedicalADPAutomatic Data Processing$3,237,583$23,747 ▼-0.7%10,4981.8%Computer and TechnologyLINDE PLC$3,203,092$125,740 ▼-3.8%6,8271.7%COMMON STOCKNVDANVIDIA$3,177,969$67,778 ▼-2.1%20,1151.7%Computer and TechnologyABBVAbbVie$3,115,075$58,099 ▼-1.8%16,7821.7%MedicalJJacobs Solutions$2,962,226$35,360 ▼-1.2%22,5351.6%Business ServicesXOMExxon Mobil$2,793,637$94,648 ▼-3.3%25,9151.5%EnergyLDOSLeidos$2,792,510$1,420 ▲0.1%17,7011.5%Computer and TechnologyHDHome Depot$2,779,131$8,066 ▲0.3%7,5801.5%Retail/WholesaleJPMJPMorgan Chase & Co.$2,742,838$7,248 ▲0.3%9,4611.5%FinanceJNJJohnson & Johnson$2,697,412$51,477 ▼-1.9%17,6591.5%MedicalDLRDigital Realty Trust$2,674,746$6,973 ▲0.3%15,3431.5%FinanceAMZNAmazon.com$2,603,720$1,116,914 ▲75.1%11,8681.4%Retail/WholesaleUNPUnion Pacific$2,540,083$11,734 ▼-0.5%11,0401.4%TransportationCMICummins$2,486,381$3,275 ▼-0.1%7,5921.4%Auto/Tires/TrucksNKENIKE$2,450,454$5,399 ▲0.2%34,4941.3%Consumer DiscretionarySTTState Street$2,289,288$11,166 ▲0.5%21,5281.2%FinanceDHRDanaher$2,284,155$7,704 ▲0.3%11,5631.2%MedicalCLColgate-Palmolive$2,255,320$9,726 ▼-0.4%24,8111.2%Consumer StaplesWABWabtec$2,129,299$44,173 ▼-2.0%10,1711.2%TransportationNUENucor$2,047,380$39,380 ▼-1.9%15,8051.1%Basic MaterialsVERALTO CORPORATION$1,993,964$28,064 ▼-1.4%19,7521.1%COMMON STOCKCTSHCognizant Technology Solutions$1,922,269$11,704 ▲0.6%24,6351.0%Computer and TechnologyBAHBooz Allen Hamilton$1,882,046$5,207 ▲0.3%18,0741.0%Business ServicesTE CONNECTIVITY PLC$1,832,599$8,433 ▲0.5%10,8651.0%COMMON STOCKITWIllinois Tool Works$1,803,936$48,461 ▼-2.6%7,2961.0%IndustrialsPEPPepsiCo$1,768,148$74,735 ▼-4.1%13,3911.0%Consumer StaplesKOCocaCola$1,728,635$4,528 ▼-0.3%24,4330.9%Consumer StaplesJEPIJPMorgan Equity Premium Income ETF$1,698,962$537,232 ▲46.2%29,8850.9%ETFVUGVanguard Growth ETF$1,683,894$54,800 ▼-3.2%3,8410.9%ETFGISGeneral Mills$1,676,778$18,444 ▼-1.1%32,3640.9%Consumer StaplesVZVerizon Communications$1,622,884$18,260 ▼-1.1%37,5060.9%Computer and TechnologyPRUPrudential Financial$1,513,293$93,580 ▼-5.8%14,0850.8%FinanceORealty Income$1,488,815$7,201 ▼-0.5%25,8430.8%FinanceTKRTimken$1,455,208$64,715 ▼-4.3%20,0580.8%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$1,450,8020.0%49,6680.8%ETFEAElectronic Arts$1,401,208$6,388 ▲0.5%8,7740.8%Consumer DiscretionarySNASnap-On$1,384,751$20,227 ▼-1.4%4,4500.8%Consumer DiscretionaryTROWT. Rowe Price Group$1,358,817$772 ▼-0.1%14,0810.7%FinanceAVGOBroadcom$1,288,3880.0%4,6740.7%Computer and TechnologyIBBiShares Biotechnology ETF$1,286,607$1,265 ▼-0.1%10,1700.7%FinanceCMCSAComcast$1,265,103$9,494 ▼-0.7%35,4470.7%Consumer DiscretionaryVEAVanguard FTSE Developed Markets ETF$1,205,7620.0%21,1500.7%ETFVTVVanguard Value ETF$1,010,4230.0%5,7170.6%ETFLAM RESEARCH CORPORATION$1,006,009$38,449 ▲4.0%10,3350.5%COMMON STOCKPYPLPayPal$998,712$19,323 ▲2.0%13,4380.5%Business ServicesVBVanguard Small-Cap ETF$995,3160.0%4,2000.5%ETFKMBKimberly-Clark$986,496$3,223 ▼-0.3%7,6520.5%Consumer StaplesSLBSchlumberger$955,560$2,873 ▼-0.3%28,2710.5%EnergyDVYiShares Select Dividend ETF$946,935$26,562 ▼-2.7%7,1300.5%ETFIPInternational Paper$943,577$2,576 ▲0.3%20,1490.5%Basic MaterialsWCNWaste Connections$869,742$19,045 ▼-2.1%4,6580.5%Business ServicesGOOGAlphabet$789,208$6,741 ▼-0.8%4,4490.4%Computer and TechnologyAXPAmerican Express$701,7560.0%2,2000.4%FinanceFTVFortive$668,411$469 ▼-0.1%12,8220.4%Computer and TechnologyVVisa$664,654$20,238 ▼-3.0%1,8720.4%Business ServicesLLYEli Lilly and Company$652,467$61,583 ▼-8.6%8370.4%MedicalALNYAlnylam Pharmaceuticals$652,1800.0%2,0000.4%MedicalAMENTUM HOLDINGS INC$633,692$47,598 ▲8.1%26,8400.3%COMMON STOCKIVViShares Core S&P 500 ETF$577,437$711,551 ▼-55.2%9300.3%ETFCASYCasey's General Stores$555,1740.0%1,0880.3%Retail/WholesaleVOVanguard Mid-Cap ETF$554,0630.0%1,9800.3%ETFEFAiShares MSCI EAFE ETF$551,5360.0%6,1700.3%FinanceMETAMeta Platforms$530,6870.0%7190.3%Computer and TechnologyORIOld Republic International$523,7450.0%13,6250.3%FinanceCOSTCostco Wholesale$510,809$29,698 ▼-5.5%5160.3%Retail/WholesaleWFCWells Fargo & Company$456,6040.0%5,6990.2%FinanceCWISPDR MSCI ACWI ex-US ETF$423,8290.0%12,9770.2%ETFPHParker-Hannifin$419,082$4,889 ▼-1.2%6000.2%IndustrialsCSCOCisco Systems$402,335$139 ▼0.0%5,7990.2%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$395,433$73,201 ▼-15.6%7,9950.2%ETFNSCNorfolk Southern$392,4020.0%1,5330.2%TransportationTSLATesla$377,380$3,177 ▼-0.8%1,1880.2%Auto/Tires/TrucksUNHUnitedHealth Group$373,116$45,860 ▼-10.9%1,1960.2%MedicalPGProcter & Gamble$372,809$85,714 ▼-18.7%2,3400.2%Consumer StaplesNFLXNetflix$356,209$4,017 ▼-1.1%2660.2%Consumer DiscretionarySCHDSchwab US Dividend Equity ETF$342,6450.0%12,9300.2%ETFQQQInvesco QQQ$312,780$319,400 ▼-50.5%5670.2%FinanceIJKiShares S&P Mid-Cap 400 Growth ETF$291,1360.0%3,2000.2%ETFHEIHeico$290,280$7,544 ▼-2.5%8850.2%AerospaceGLWCorning$289,981$105 ▼0.0%5,5140.2%Computer and TechnologyVNQVanguard Real Estate ETF$286,328$8,906 ▲3.2%3,2150.2%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$285,519$285,519 ▲New Holding2,8400.2%ETFTGTTarget$266,848$1,119,183 ▼-80.7%2,7050.1%Retail/WholesaleIBMInternational Business Machines$262,059$1,474 ▼-0.6%8890.1%Computer and TechnologySPGIS&P Global$253,099$3,691 ▼-1.4%4800.1%FinanceBNDVanguard Total Bond Market ETF$247,8390.0%3,3660.1%ETFCVNACarvana$247,666$224,079 ▼-47.5%7350.1%Retail/WholesaleHONHoneywell International$247,551$33,535 ▼-11.9%1,0630.1%Multi-Sector ConglomeratesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.