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%	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%	Technology
MUSA Murphy USA	$29,822,682	$1,481,892 â–²	5.2%	55,343	3.6%	Consumer Discretionary
PANW Palo Alto Networks	$28,942,027	$782,641 â–²	2.8%	84,869	3.5%	Technology
ASML ASML	$23,859,354	$461,550 â–²	2.0%	11,993	2.8%	Technology
GLW Corning	$21,218,570	$727,720 â–²	3.6%	83,070	2.5%	Technology
KLAC KLA	$20,817,386	$18,805,282 â–²	934.6%	68,998	2.5%	Technology
AMZN Amazon.com	$19,756,241	$767,216 â–²	4.0%	82,891	2.4%	Consumer Discretionary
MSFT Microsoft	$19,674,940	$942,249 â–²	5.0%	52,745	2.3%	Technology
GOOGL Alphabet	$17,810,606	$824,453 â–²	4.9%	49,838	2.1%	Communication Services
RTX RTX	$15,238,165	$1,383,511 â–²	10.0%	80,315	1.8%	Industrials
V Visa	$14,997,836	$985,011 â–²	7.0%	43,714	1.8%	Finance
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%	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%	Consumer Discretionary
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%	Consumer Discretionary
SCCO Southern Copper	$10,246,837	$818,848 â–²	8.7%	58,802	1.2%	Materials
SYK Stryker	$9,888,810	$791,508 â–²	8.7%	31,409	1.2%	Healthcare
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%	Technology
GRBK Green Brick Partners	$8,385,631	$970,965 â–²	13.1%	104,768	1.0%	Consumer Discretionary
COST Costco Wholesale	$7,837,367	$967,276 â–²	14.1%	8,378	0.9%	Consumer Staples
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%	Industrials
TMO Thermo Fisher Scientific	$7,066,669	$1,105,499 â–²	18.5%	14,095	0.8%	Healthcare
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%	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%	Consumer Discretionary
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%	Consumer Staples
TRMB Trimble	$4,770,232	$848,206 â–²	21.6%	93,205	0.6%	Technology
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%	Healthcare
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%	ETF
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%	Healthcare
WM Waste Management	$3,081,985	$182,985 â–²	6.3%	13,828	0.4%	Industrials
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%	Finance
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%	Healthcare
QQQ Invesco QQQ	$2,734,989	$492,651 â–¼	-15.3%	3,714	0.3%	ETF
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%	Consumer Discretionary
GOOG Alphabet	$2,353,531	$63,953 â–¼	-2.6%	6,661	0.3%	Communication Services
MSI Motorola Solutions	$2,252,533	$90,533 â–²	4.2%	5,424	0.3%	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%	ETF
FOSL Fossil Group	$2,041,865	$2,041,865 â–²	New Holding	493,204	0.2%	Consumer Discretionary
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%	Healthcare
UNP Union Pacific	$1,833,008	$652,528 â–¼	-26.3%	6,739	0.2%	Industrials
RPM RPM International	$1,767,841	$1,778 â–¼	-0.1%	15,905	0.2%	Materials
AZNCF AstraZeneca	$1,699,754	$1,699,754 â–²	New Holding	8,964	0.2%	Healthcare
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%	Consumer Discretionary
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%	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%	ETF
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%	ETF
TSM Taiwan Semiconductor Manufacturing	$849,597	$297,526 â–²	53.9%	1,779	0.1%	Technology
RYN Rayonier	$771,166		0.0%	36,239	0.1%	Real Estate
SBUX Starbucks	$735,053	$65,708 â–¼	-8.2%	7,193	0.1%	Consumer Discretionary
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