Security National Bank Portfolio Holdings

Security National Bank

  • $636 Million
  • Q3 2025

Security National Bank has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $636 Million distributed in 474 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $85.4M, Berkshire Hathaway Inc with a value of $46.8M, Berkshire Hathaway Inc Class B with a value of $35.1M, Apple Inc. with a value of $28.6M, and Microsoft Corp with a value of $25.7M.

Examining the 13F form we can see an increase of $71.9M in the current position value, from $564M to 636M.

Below you can find more details about Security National Bank portfolio as well as his latest detailed transactions.

Portfolio value $636 Million
Technology: $216 Million
Financial Services: $127 Million
ETFs: $83.9 Million
Consumer Cyclical: $70.5 Million
Industrials: $42 Million
Healthcare: $37.3 Million
Communication Services: $14.7 Million
Energy: $13.7 Million
Other: $30.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$85.4 Million 13.43% of portfolio
457,635
Q3 2025 Reduced 1.67%
$453B
$46.8 Million 7.36% of portfolio
62
Q1 2025 Added 16.98%
$662B
$35.1 Million 5.52% of portfolio
69,736
Q3 2025 Added 4.94%
$4.3T
$28.6 Million 4.49% of portfolio
112,169
Q3 2025 Added 1.18%
$3.78T
$25.7 Million 4.04% of portfolio
49,568
Q3 2025 Added 1.8%
$8.06B
$20.4 Million 3.21% of portfolio
52,620
Q3 2025 Reduced 0.1%
$2.39T
$17 Million 2.67% of portfolio
77,241
Q3 2025 Added 4.71%
$61.4B
$16.8 Million 2.65% of portfolio
82,666
Q3 2025 Added 6.21%
$533B
$13.4 Million 2.11% of portfolio
39,303
Q3 2025 Added 1.23%
$881B
$12.1 Million 1.91% of portfolio
38,497
Q3 2025 Added 2.7%
$0
$11.8 Million 1.86% of portfolio
611,789
Q3 2025 Added 1.83%
$140B
$11.4 Million 1.79% of portfolio
45,362
Q3 2025 Added 2.63%
$405B
$11.2 Million 1.77% of portfolio
11,603
Q3 2025 Added 8.36%
$1.65T
$11.1 Million 1.75% of portfolio
45,842
Q3 2025 Added 5.12%
$136B
$10.4 Million 1.64% of portfolio
28,122
Q3 2025 Added 4.03%
$258B
$9.37 Million 1.47% of portfolio
55,984
Q3 2025 Added 14.18%
$1.44B
$8.76 Million 1.38% of portfolio
235,510
Q3 2025 Added 4.43%
$98.1B
$8.58 Million 1.35% of portfolio
50,235
Q3 2025 Added 3.37%
$55.6B
$7.88 Million 1.24% of portfolio
53,870
Q3 2025 Added 4.75%
$139B
$7.63 Million 1.2% of portfolio
23,117
Q3 2025 Added 4.05%
$168B
$7.4 Million 1.16% of portfolio
98,008
Q3 2025 Added 5.53%
$0
$7.38 Million 1.16% of portfolio
165,499
Q3 2025 New
$0
$7.39 Million 1.16% of portfolio
11,037
Q3 2025 Reduced 0.67%
$161B
$6.94 Million 1.09% of portfolio
6,432
Q3 2025 Added 10.12%
$169B
$6.63 Million 1.04% of portfolio
7,207
Q3 2025 Added 18.38%
$101B
$6.33 Million 1.0% of portfolio
52,185
Q3 2025 Added 9.5%
$404B
$6.36 Million 1.0% of portfolio
6,875
Q3 2025 Added 7.12%
$59.7B
$6.04 Million 0.95% of portfolio
12,245
Q3 2025 Added 12.22%
$19.2B
$5.99 Million 0.94% of portfolio
73,344
Q3 2025 Added 8.35%
$0
$5.78 Million 0.91% of portfolio
114,002
Q3 2025 Added 26.78%
$4.74B
$5.67 Million 0.89% of portfolio
199,471
Q3 2025 Reduced 0.19%
$0
$5.52 Million 0.87% of portfolio
26,355
Q1 2025 Reduced 0.23%
$222B
$5.48 Million 0.86% of portfolio
11,302
Q3 2025 Added 12.31%
$0
$4.99 Million 0.79% of portfolio
8,156
Q3 2025 Added 0.12%
$0
$4.98 Million 0.78% of portfolio
15,174
Q3 2025 Added 42.65%
$147B
$4.86 Million 0.76% of portfolio
49,797
Q3 2025 Added 10.0%
$5.88B
$4.79 Million 0.75% of portfolio
90,570
Q3 2025 Added 7.12%
$2.57B
$4.76 Million 0.75% of portfolio
85,309
Q3 2025 Added 7.3%
$23.2B
$4.56 Million 0.72% of portfolio
10,595
Q3 2025 Added 12.26%
$266B
$4.48 Million 0.71% of portfolio
15,889
Q3 2025 Added 1,089.3%
$8.49B
$4.36 Million 0.69% of portfolio
11,240
Q1 2025 Added 4.4%
$144B
$4.4 Million 0.69% of portfolio
9,632
Q3 2025 Added 9.26%
$17.7B
$4.36 Million 0.69% of portfolio
44,215
Q3 2025 Reduced 1.31%
$26.5B
$4.31 Million 0.68% of portfolio
30,106
Q3 2025 Added 3.99%
$0
$4.1 Million 0.65% of portfolio
179,049
Q3 2025 New
$34.9B
$4.01 Million 0.63% of portfolio
16,852
Q3 2025 Reduced 2.18%
$0
$3.95 Million 0.62% of portfolio
69,235
Q3 2025 Reduced 65.46%
$20.1B
$3.32 Million 0.52% of portfolio
5,867
Q3 2025 Added 0.27%
$512B
$2.98 Million 0.47% of portfolio
5,246
Q3 2025 Added 17.33%

Summary

  • Portfolio
  • No. of Stocks 474
  • Current Value $636 Million
  • Prior Value $564 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 78 stocks
  • Additional Purchases 86 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
Track This Portfolio

Track Security National Bank Portfolio

Follow Security National Bank and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Security National Bank, based on Form 13F filings with the SEC.

News

Stay updated on Security National Bank with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email