Security National Bank Top Holdings and 13F Report (2026)

About Security National Bank

Investment Activity

Security National Bank has $686.66 million in total holdings as of March 31, 2026.
Security National Bank owns shares of 411 different stocks, but just 42 companies or ETFs make up 80% of its holdings.
Approximately 3.48% of the portfolio was purchased this quarter.
About 2.81% of the portfolio was sold this quarter.
This quarter, Security National Bank has purchased 373 new stocks and bought additional shares in 102 stocks.
Security National Bank sold shares of 50 stocks and completely divested from 27 stocks this quarter.

Largest Holdings

NVIDIA: $73,959,029
Berkshire Hathaway: $44,524,680
Berkshire Hathaway: $33,149,139
Apple: $28,316,620
Murphy USA: $25,979,365

Largest New Holdings this Quarter

97717Y337 - WISDOMTREE TR: $2,277,524 Holding
97717W521 - WisdomTree Japan Hedged SmallCap Equity Fund: $842,254 Holding
754907103 - Rayonier: $747,248 Holding
91232N207 - United States Oil Fund: $142,011 Holding
91167Q100 - United States Brent Oil Fund: $136,266 Holding

Largest Purchases this Quarter

WISDOMTREE TR: 73,611 shares (about $2.28M)
BLACKROCK INC: 1,418 shares (about $1.36M)
Altria Group: 20,210 shares (about $1.33M)
Huntington Bancshares: 71,916 shares (about $1.13M)
Corning: 7,698 shares (about $1.05M)

Largest Sales this Quarter

Blackstone: 49,068 shares (about $5.64M)
GXO Logistics: 91,290 shares (about $4.73M)
NVIDIA: 7,932 shares (about $1.38M)
J P MORGAN EXCHANGE TRADED F: 21,884 shares (about $1.15M)
ServiceNow: 10,876 shares (about $1.14M)

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
NVDA NVIDIA	$73,959,029	$1,383,341 ▼	-1.8%	424,077	10.8%	Computer and Technology
BRK.A Berkshire Hathaway	$44,524,680		0.0%	62	6.5%	Finance
BRK.B Berkshire Hathaway	$33,149,139	$278,415 ▼	-0.8%	69,176	4.8%	Finance
AAPL Apple	$28,316,620	$208,362 ▼	-0.7%	111,575	4.1%	Computer and Technology
MUSA Murphy USA	$25,979,365	$13,337 ▼	-0.1%	52,593	3.8%	Retail/Wholesale
MSFT Microsoft	$18,589,568	$134,742 ▲	0.7%	50,219	2.7%	Computer and Technology
AMZN Amazon.com	$16,593,287	$169,115 ▲	1.0%	79,672	2.4%	Retail/Wholesale
ASML ASML	$15,534,281	$97,741 ▲	0.6%	11,761	2.3%	Computer and Technology
RTX RTX	$14,086,137	$303,046 ▲	2.2%	73,023	2.1%	Aerospace
J P MORGAN EXCHANGE TRADED F	$13,676,789	$1,151,098 ▼	-7.8%	260,015	2.0%	INTL HDGD EQT LA
GOOGL Alphabet	$13,668,014	$292,161 ▲	2.2%	47,531	2.0%	Computer and Technology
PANW Palo Alto Networks	$13,238,264	$31,262 ▲	0.2%	82,574	1.9%	Computer and Technology
OUNZ VanEck Merk Gold ETF	$12,750,321	$702,825 ▲	5.8%	283,026	1.9%	ETF
TIPX SPDR Bloomberg 1-10 Year TIPS ETF	$12,447,708	$291,534 ▲	2.4%	648,656	1.8%	ETF
V Visa	$12,344,388	$317,654 ▲	2.6%	40,843	1.8%	Business Services
JPM JPMorgan Chase & Co.	$11,622,850	$280,629 ▲	2.5%	39,512	1.7%	Finance
GLW Corning	$10,907,649	$1,046,697 ▲	10.6%	80,221	1.6%	Computer and Technology
LOW Lowe's Companies	$10,823,987	$147,911 ▲	1.4%	45,810	1.6%	Retail/Wholesale
KLAC KLA	$9,819,502	$117,793 ▲	1.2%	6,669	1.4%	Computer and Technology
SYK Stryker	$9,494,608	$127,822 ▲	1.4%	28,895	1.4%	Medical
NEE NextEra Energy	$9,430,385	$193,469 ▲	2.1%	101,533	1.4%	Utilities
IVV iShares Core S&P 500 ETF	$9,347,436	$546,084 ▲	6.2%	14,310	1.4%	ETF
2023 ETF SERIES TRUST	$9,328,498	$598,308 ▲	6.9%	226,310	1.4%	BRANDES INTERNAT
SCCO Southern Copper	$9,308,963	$163,113 ▲	1.8%	54,103	1.4%	Basic Materials
BLACKROCK INC	$8,554,410	$1,363,705 ▲	19.0%	8,895	1.2%	COM
MUR Murphy Oil	$8,160,653	$67,526 ▼	-0.8%	197,834	1.2%	Energy
DIVO Amplify CWP Enhanced Dividend Income ETF	$7,902,256	$218,554 ▲	2.8%	176,193	1.2%	ETF
MTH Meritage Homes	$7,637,240		0.0%	123,500	1.1%	Construction
COST Costco Wholesale	$7,317,782	$263,058 ▲	3.7%	7,344	1.1%	Retail/Wholesale
AVGO Broadcom	$7,062,090	$102,757 ▼	-1.4%	22,817	1.0%	Computer and Technology
FANG Diamondback Energy	$6,611,922	$666,948 ▲	11.2%	33,429	1.0%	Energy
JPST JPMorgan Ultra-Short Income ETF	$6,494,022	$491,170 ▲	8.2%	128,315	0.9%	ETF
GRBK Green Brick Partners	$5,970,455	$195,155 ▲	3.4%	92,637	0.9%	Finance
TMO Thermo Fisher Scientific	$5,844,292	$87,984 ▲	1.5%	11,890	0.9%	Medical
IBM International Business Machines	$5,800,878	$465,631 ▲	8.7%	23,932	0.8%	Computer and Technology
DE Deere & Company	$5,765,375	$190,395 ▲	3.4%	10,235	0.8%	Industrials
NVT nVent Electric	$5,696,364	$452,776 ▲	8.6%	48,160	0.8%	Computer and Technology
HUBB Hubbell	$5,679,825	$255,676 ▲	4.7%	11,574	0.8%	Industrials
VXF Vanguard Extended Market ETF	$5,413,775	$10,084 ▼	-0.2%	26,306	0.8%	ETF
SNPS Synopsys	$5,101,112	$86,829 ▲	1.7%	12,866	0.7%	Computer and Technology
TRMB Trimble	$4,998,705	$180,100 ▲	3.7%	76,632	0.7%	Industrials
CASY Casey's General Stores	$4,707,071	$61,140 ▲	1.3%	6,467	0.7%	Retail/Wholesale
CDX Simplify High Yield ETF	$4,660,400	$411,350 ▲	9.7%	218,388	0.7%	ETF
VMI Valmont Industries	$4,466,393	$24,773 ▼	-0.6%	11,178	0.7%	Industrials
CAT Caterpillar	$3,961,000	$40,382 ▼	-1.0%	5,591	0.6%	Industrials
JEPI JPMorgan Equity Premium Income ETF	$3,937,333	$186,477 ▲	5.0%	69,466	0.6%	ETF
JNJ Johnson & Johnson	$3,746,043	$27,377 ▲	0.7%	15,325	0.5%	Medical
VOO Vanguard S&P 500 ETF	$3,701,225	$769,047 ▼	-17.2%	6,194	0.5%	ETF
VTI Vanguard Total Stock Market ETF	$3,510,624	$35,931 ▲	1.0%	10,943	0.5%	ETF
T1 ENERGY INC	$3,429,973		0.0%	781,315	0.5%	COM NEW
CB Chubb	$3,315,686	$41,719 ▲	1.3%	10,173	0.5%	Finance
SN SharkNinja	$3,182,190	$839,999 ▲	35.9%	30,049	0.5%	Retail/Wholesale
BSX Boston Scientific	$3,076,507	$22,151 ▲	0.7%	49,028	0.4%	Medical
NOW ServiceNow	$2,998,494	$1,137,086 ▼	-27.5%	28,680	0.4%	Computer and Technology
WM Waste Management	$2,988,879	$54,690 ▲	1.9%	13,007	0.4%	Business Services
MA Mastercard	$2,917,514	$50,466 ▼	-1.7%	5,839	0.4%	Business Services
BR Broadridge Financial Solutions	$2,765,085	$12,998 ▼	-0.5%	17,018	0.4%	Computer and Technology
QQQ Invesco QQQ	$2,529,780	$651,059 ▲	34.7%	4,383	0.4%	Finance
IVW iShares S&P 500 Growth ETF	$2,424,965	$170,344 ▲	7.6%	21,439	0.4%	ETF
WISDOMTREE TR	$2,277,524	$2,277,524 ▲	New Holding	73,611	0.3%	EUROPE DEFENSE F
MSI Motorola Solutions	$2,259,248	$203,532 ▲	9.9%	5,206	0.3%	Computer and Technology
UNP Union Pacific	$2,217,062	$15,285 ▼	-0.7%	9,138	0.3%	Transportation
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$2,134,800	$19,154 ▲	0.9%	38,451	0.3%	ETF
MO Altria Group	$2,055,390	$1,333,658 ▲	184.8%	31,147	0.3%	Consumer Staples
ABT Abbott Laboratories	$2,001,346	$120,740 ▲	6.4%	19,493	0.3%	Medical
WEC WEC Energy Group	$1,998,306	$27,090 ▲	1.4%	17,261	0.3%	Utilities
LLY Eli Lilly and Company	$1,978,425	$19,315 ▼	-1.0%	2,151	0.3%	Medical
GOOG Alphabet	$1,962,696	$8,893 ▼	-0.5%	6,842	0.3%	Computer and Technology
PG Procter & Gamble	$1,833,666	$129,707 ▲	7.6%	12,695	0.3%	Consumer Staples
J P MORGAN EXCHANGE TRADED F	$1,805,777	$319,870 ▲	21.5%	28,255	0.3%	HEDGED EQUITY LA
SPROTT ASSET MANAGEMENT LP	$1,805,420		0.0%	50,943	0.3%	PHYSICAL GOLD TR
RPM RPM International	$1,582,547	$122,560 ▲	8.4%	15,921	0.2%	Basic Materials
XOM ExxonMobil	$1,474,854	$22,225 ▲	1.5%	8,693	0.2%	Energy
SIVR abrdn Physical Silver Shares ETF	$1,470,440		0.0%	20,534	0.2%	ETF
HBAN Huntington Bancshares	$1,329,170	$1,125,485 ▲	552.6%	84,931	0.2%	Finance
HD Home Depot	$1,266,556	$4,933 ▲	0.4%	3,851	0.2%	Retail/Wholesale
FTRI First Trust Indxx Global Natural Resources Income ETF	$1,124,086	$350,413 ▲	45.3%	62,974	0.2%	ETF
MAR Marriott International	$1,029,943	$12,429 ▼	-1.2%	3,149	0.1%	Consumer Discretionary
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF	$909,418	$69,760 ▲	8.3%	10,742	0.1%	ETF
RCL Royal Caribbean Cruises	$859,112	$1,651 ▼	-0.2%	3,122	0.1%	Consumer Discretionary
DXJS WisdomTree Japan Hedged SmallCap Equity Fund	$842,254	$842,254 ▲	New Holding	15,494	0.1%	Manufacturing
ACWX iShares MSCI ACWI ex U.S. ETF	$842,250	$70,730 ▲	9.2%	12,301	0.1%	Manufacturing
IJH iShares Core S&P Mid-Cap ETF	$836,899	$11,548 ▲	1.4%	12,393	0.1%	ETF
DVN Devon Energy	$816,694	$4,076 ▼	-0.5%	16,230	0.1%	Energy
PEP PepsiCo	$810,148	$45,189 ▼	-5.3%	5,217	0.1%	Consumer Staples
IJR iShares Core S&P Small-Cap ETF	$788,871	$19,019 ▲	2.5%	6,346	0.1%	ETF
CVX Chevron	$776,082	$3,104 ▲	0.4%	3,751	0.1%	Energy
RYN Rayonier	$747,248	$747,248 ▲	New Holding	36,239	0.1%	Construction
BSV Vanguard Short-Term Bond ETF	$743,640	$461,207 ▲	163.3%	9,484	0.1%	ETF
SPY SPDR S&P 500 ETF Trust	$734,234		0.0%	1,129	0.1%	Finance
SBUX Starbucks	$702,027	$5,734 ▲	0.8%	7,836	0.1%	Retail/Wholesale
ISRG Intuitive Surgical	$698,399	$2,766 ▼	-0.4%	1,515	0.1%	Medical
VTS Vitesse Energy	$681,799	$98,718 ▲	16.9%	37,544	0.1%	Energy
AMGN Amgen	$602,719	$16,185 ▼	-2.6%	1,713	0.1%	Medical
IDV iShares International Select Dividend ETF	$582,944		0.0%	13,697	0.1%	ETF
META Meta Platforms	$560,115	$177,932 ▲	46.6%	979	0.1%	Computer and Technology
IWB iShares Russell 1000 ETF	$544,824	$67,033 ▼	-11.0%	1,528	0.1%	ETF
MCD McDonald's	$530,208	$2,797 ▲	0.5%	1,706	0.1%	Retail/Wholesale
SKY HARBOUR GROUP CORPORATIO	$501,126		0.0%	52,038	0.1%	COM CL A
HON Honeywell International	$495,684		0.0%	2,193	0.1%	Multi-Sector Conglomerates

Showing largest 100 holdings. View all holdings.

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Security National Bank Top Holdings and 13F Report (2026)

About Security National Bank

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

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Security National Bank Top Holdings and 13F Report (2026)

About Security National Bank

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

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