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

About Security National Bank

Investment Activity

Security National Bank has $837.91 million in total holdings as of June 30, 2026.
Security National Bank owns shares of 392 different stocks, but just 42 companies or ETFs make up 80% of its holdings.
Approximately 11.77% of the portfolio was purchased this quarter.
About 2.50% of the portfolio was sold this quarter.
This quarter, Security National Bank has purchased 411 new stocks and bought additional shares in 89 stocks.
Security National Bank sold shares of 70 stocks and completely divested from 57 stocks this quarter.

Largest Holdings

NVIDIA: $83,659,430
Berkshire Hathaway: $46,428,700
Berkshire Hathaway: $35,121,873
Apple: $32,121,275
Murphy USA: $29,822,682

Largest New Holdings this Quarter

34631F102 - FORGENT POWER SOLUTIONS INC: $11,155,801 Holding
922908629 - Vanguard Mid-Cap ETF: $5,544,827 Holding
46438F101 - ISHARES BITCOIN TRUST ETF: $2,472,648 Holding
34988V106 - Fossil Group: $2,041,865 Holding
G0593M107 - AstraZeneca: $1,699,754 Holding

Largest Purchases this Quarter

KLA: 62,329 shares (about $18.81M)
FORGENT POWER SOLUTIONS INC: 199,710 shares (about $11.16M)
Vanguard Mid-Cap ETF: 68,820 shares (about $5.54M)
Broadcom: 8,040 shares (about $3.04M)
iShares MSCI ACWI ex U.S. ETF: 35,590 shares (about $2.71M)

Largest Sales this Quarter

T1 ENERGY INC: 390,000 shares (about $3.70M)
ServiceNow: 28,505 shares (about $2.83M)
J P MORGAN EXCHANGE TRADED F: 45,496 shares (about $2.52M)
Broadridge Financial Solutions: 16,334 shares (about $2.24M)
NVIDIA: 5,968 shares (about $1.19M)

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	$83,659,430	$1,194,137 â–¼	-1.4%	418,109	10.0%	Computer and Technology
BRK.A Berkshire Hathaway	$46,428,700		0.0%	62	5.5%	Finance
BRK.B Berkshire Hathaway	$35,121,873	$506,895 â–²	1.5%	70,189	4.2%	Finance
AAPL Apple	$32,121,275	$164,067 â–¼	-0.5%	111,008	3.8%	Computer and Technology
MUSA Murphy USA	$29,822,682	$1,481,892 â–²	5.2%	55,343	3.6%	Retail/Wholesale
PANW Palo Alto Networks	$28,942,027	$782,641 â–²	2.8%	84,869	3.5%	Computer and Technology
ASML ASML	$23,859,354	$461,550 â–²	2.0%	11,993	2.8%	Computer and Technology
GLW Corning	$21,218,570	$727,720 â–²	3.6%	83,070	2.5%	Computer and Technology
KLAC KLA	$20,817,386	$18,805,282 â–²	934.6%	68,998	2.5%	Computer and Technology
AMZN Amazon.com	$19,756,241	$767,216 â–²	4.0%	82,891	2.4%	Retail/Wholesale
MSFT Microsoft	$19,674,940	$942,249 â–²	5.0%	52,745	2.3%	Computer and Technology
GOOGL Alphabet	$17,810,606	$824,453 â–²	4.9%	49,838	2.1%	Computer and Technology
RTX RTX	$15,238,165	$1,383,511 â–²	10.0%	80,315	1.8%	Aerospace
V Visa	$14,997,836	$985,011 â–²	7.0%	43,714	1.8%	Business Services
JPM JPMorgan Chase & Co.	$14,281,408	$1,347,945 â–²	10.4%	43,630	1.7%	Finance
OUNZ VanEck Merk Gold ETF	$12,424,321	$1,502,347 â–²	13.8%	321,957	1.5%	ETF
TIPX SPDR Bloomberg 1-10 Year TIPS ETF	$12,309,744	$30,686 â–²	0.2%	650,277	1.5%	ETF
J P MORGAN EXCHANGE TRADED F	$11,878,217	$2,519,177 â–¼	-17.5%	214,519	1.4%	INTL HDGD EQT LA
AVGO Broadcom	$11,656,232	$3,037,110 â–²	35.2%	30,857	1.4%	Computer and Technology
IVV iShares Core S&P 500 ETF	$11,493,964	$777,348 â–²	7.3%	15,348	1.4%	ETF
FORGENT POWER SOLUTIONS INC	$11,155,801	$11,155,801 â–²	New Holding	199,710	1.3%	COM SHS CL A
LOW Lowe's Companies	$10,993,852	$893,205 â–²	8.8%	49,861	1.3%	Retail/Wholesale
2023 ETF SERIES TRUST	$10,758,040	$1,262,073 â–²	13.3%	256,388	1.3%	BRANDES INTERNAT
MTH Meritage Homes	$10,355,475		0.0%	123,500	1.2%	Construction
SCCO Southern Copper	$10,246,837	$818,848 â–²	8.7%	58,802	1.2%	Basic Materials
SYK Stryker	$9,888,810	$791,508 â–²	8.7%	31,409	1.2%	Medical
NEE NextEra Energy	$9,880,971	$969,420 â–²	10.9%	112,578	1.2%	Utilities
BLACKROCK INC	$9,395,403	$842,327 â–²	9.8%	9,771	1.1%	COM
DIVO Amplify CWP Enhanced Dividend Income ETF	$8,683,549	$631,528 â–²	7.8%	190,012	1.0%	ETF
VMI Valmont Industries	$8,653,026	$2,196,613 â–²	34.0%	14,981	1.0%	Industrials
IBM International Business Machines	$8,465,827	$1,735,909 â–²	25.8%	30,105	1.0%	Computer and Technology
GRBK Green Brick Partners	$8,385,631	$970,965 â–²	13.1%	104,768	1.0%	Finance
COST Costco Wholesale	$7,837,367	$967,276 â–²	14.1%	8,378	0.9%	Retail/Wholesale
DE Deere & Company	$7,651,923	$1,159,555 â–²	17.9%	12,063	0.9%	Industrials
FANG Diamondback Energy	$7,521,626	$1,645,477 â–²	28.0%	42,790	0.9%	Energy
HUBB Hubbell	$7,350,960	$1,295,443 â–²	21.4%	14,050	0.9%	Industrials
NVT nVent Electric	$7,314,771	$853,647 â–¼	-10.5%	43,127	0.9%	Computer and Technology
TMO Thermo Fisher Scientific	$7,066,669	$1,105,499 â–²	18.5%	14,095	0.8%	Medical
JPST JPMorgan Ultra-Short Income ETF	$6,797,569	$308,679 â–²	4.8%	134,419	0.8%	ETF
SNPS Synopsys	$6,727,628	$988,491 â–²	17.2%	15,082	0.8%	Computer and Technology
MUR Murphy Oil	$6,459,383	$17,908 â–²	0.3%	198,384	0.8%	Energy
VXF Vanguard Extended Market ETF	$6,447,501	$29,299 â–¼	-0.5%	26,187	0.8%	ETF
SN SharkNinja	$6,351,639	$1,776,077 â–²	38.8%	41,713	0.8%	Retail/Wholesale
CAT Caterpillar	$5,909,130	$44,726 â–¼	-0.8%	5,549	0.7%	Industrials
VO Vanguard Mid-Cap ETF	$5,544,827	$5,544,827 â–²	New Holding	68,820	0.7%	ETF
CASY Casey's General Stores	$4,898,290	$241,616 â–¼	-4.7%	6,163	0.6%	Retail/Wholesale
TRMB Trimble	$4,770,232	$848,206 â–²	21.6%	93,205	0.6%	Industrials
VOO Vanguard S&P 500 ETF	$4,105,750	$148,351 â–¼	-3.5%	5,978	0.5%	ETF
VTI Vanguard Total Stock Market ETF	$3,966,459	$82,889 â–¼	-2.0%	10,719	0.5%	ETF
JEPI JPMorgan Equity Premium Income ETF	$3,919,825	$3,615 â–¼	-0.1%	69,402	0.5%	ETF
JNJ Johnson & Johnson	$3,831,137	$60,953 â–¼	-1.6%	15,085	0.5%	Medical
T1 ENERGY INC	$3,709,666	$3,697,200 â–¼	-49.9%	391,315	0.4%	COM NEW
CDX Simplify High Yield ETF	$3,661,532	$950,822 â–¼	-20.6%	173,368	0.4%	ETF
ACWX iShares MSCI ACWI ex U.S. ETF	$3,644,984	$2,708,755 â–²	289.3%	47,891	0.4%	Manufacturing
CB Chubb	$3,426,481	$39,867 â–¼	-1.2%	10,056	0.4%	Finance
BSX Boston Scientific	$3,187,428	$1,094,913 â–²	52.3%	74,682	0.4%	Medical
WM Waste Management	$3,081,985	$182,985 â–²	6.3%	13,828	0.4%	Business Services
IVW iShares S&P 500 Growth ETF	$3,029,923	$81,418 â–²	2.8%	22,031	0.4%	ETF
MA Mastercard	$2,985,043	$13,867 â–¼	-0.5%	5,812	0.4%	Business Services
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$2,800,732	$437,534 â–²	18.5%	45,570	0.3%	ETF
LLY Eli Lilly and Company	$2,789,874	$209,900 â–²	8.1%	2,326	0.3%	Medical
QQQ Invesco QQQ	$2,734,989	$492,651 â–¼	-15.3%	3,714	0.3%	Finance
ISHARES BITCOIN TRUST ETF	$2,472,648	$2,472,648 â–²	New Holding	74,276	0.3%	SHS BEN INT
TSLA Tesla	$2,387,326	$1,969,670 â–²	471.6%	5,676	0.3%	Auto/Tires/Trucks
GOOG Alphabet	$2,353,531	$63,953 â–¼	-2.6%	6,661	0.3%	Computer and Technology
MSI Motorola Solutions	$2,252,533	$90,533 â–²	4.2%	5,424	0.3%	Computer and Technology
MO Altria Group	$2,241,027		0.0%	31,147	0.3%	Consumer Staples
J P MORGAN EXCHANGE TRADED F	$2,221,152	$311,679 â–²	16.3%	32,867	0.3%	HEDGED EQUITY LA
DXJS WisdomTree Japan Hedged SmallCap Equity Fund	$2,119,892	$1,226,426 â–²	137.3%	36,762	0.3%	Manufacturing
FOSL Fossil Group	$2,041,865	$2,041,865 â–²	New Holding	493,204	0.2%	Retail/Wholesale
WEC WEC Energy Group	$2,031,798	$16,231 â–²	0.8%	17,400	0.2%	Utilities
PG Procter & Gamble	$1,926,703	$65,108 â–²	3.5%	13,139	0.2%	Consumer Staples
ABT Abbott Laboratories	$1,908,988	$140,193 â–²	7.9%	21,038	0.2%	Medical
UNP Union Pacific	$1,833,008	$652,528 â–¼	-26.3%	6,739	0.2%	Transportation
RPM RPM International	$1,767,841	$1,778 â–¼	-0.1%	15,905	0.2%	Basic Materials
AZNCF AstraZeneca	$1,699,754	$1,699,754 â–²	New Holding	8,964	0.2%	Medical
IPAC iShares Core MSCI Pacific ETF	$1,644,007	$1,121,867 â–²	214.9%	20,066	0.2%	ETF
SPROTT ASSET MANAGEMENT LP	$1,569,986	$33,036 â–²	2.1%	52,038	0.2%	PHYSICAL GOLD TR
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF	$1,512,703	$498,443 â–²	49.1%	16,021	0.2%	ETF
HBAN Huntington Bancshares	$1,505,827		0.0%	84,931	0.2%	Finance
MPLX Mplx	$1,477,085	$1,477,085 â–²	New Holding	26,222	0.2%	Energy
HD Home Depot	$1,459,390	$101,219 â–²	7.5%	4,138	0.2%	Retail/Wholesale
WISDOMTREE TR	$1,423,315	$578,168 â–¼	-28.9%	52,347	0.2%	EUROPE DEFENSE F
CRWD CrowdStrike	$1,402,651	$853,190 â–²	155.3%	1,838	0.2%	Computer and Technology
PGIM ETF TR	$1,307,590	$1,307,590 â–²	New Holding	25,504	0.2%	AAA CLO ETF
FTRI First Trust Indxx Global Natural Resources Income ETF	$1,253,460	$254,063 â–²	25.4%	78,983	0.1%	ETF
XOM ExxonMobil	$1,187,413	$1,094 â–¼	-0.1%	8,685	0.1%	Energy
SIVR abrdn Physical Silver Shares ETF	$1,154,421		0.0%	20,534	0.1%	ETF
MAR Marriott International	$1,134,376	$32,612 â–¼	-2.8%	3,061	0.1%	Consumer Discretionary
RCL Royal Caribbean Cruises	$967,514	$23,815 â–¼	-2.4%	3,047	0.1%	Consumer Discretionary
IJH iShares Core S&P Mid-Cap ETF	$955,624		0.0%	12,393	0.1%	ETF
EMXC iShares MSCI Emerging Markets ex China ETF	$926,633	$926,633 â–²	New Holding	9,058	0.1%	Manufacturing
IJR iShares Core S&P Small-Cap ETF	$910,623	$30,552 â–¼	-3.2%	6,140	0.1%	ETF
SPY SPDR S&P 500 ETF Trust	$892,390	$49,287 â–²	5.8%	1,195	0.1%	Finance
TSM Taiwan Semiconductor Manufacturing	$849,597	$297,526 â–²	53.9%	1,779	0.1%	Computer and Technology
RYN Rayonier	$771,166		0.0%	36,239	0.1%	Construction
SBUX Starbucks	$735,053	$65,708 â–¼	-8.2%	7,193	0.1%	Retail/Wholesale
DVN Devon Energy	$706,820	$36,196 â–²	5.4%	17,106	0.1%	Energy
BSV Vanguard Short-Term Bond ETF	$703,527	$35,371 â–¼	-4.8%	9,030	0.1%	ETF
CVX Chevron	$636,353	$14,587 â–²	2.3%	3,839	0.1%	Energy

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

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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