Security National Bank Portfolio Holdings

Security National Bank

  • $564 Million
  • Q2 2025

Security National Bank has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $564 Million distributed in 397 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $73.5M, Berkshire Hathaway Inc with a value of $45.2M, Berkshire Hathaway Inc Class B with a value of $32.3M, Microsoft Corp with a value of $24.2M, and Apple Inc. with a value of $22.7M.

Examining the 13F form we can see an increase of $47.7M in the current position value, from $516M to 564M.

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

Portfolio value $564 Million
Technology: $187 Million
Financial Services: $120 Million
ETFs: $71.3 Million
Consumer Cyclical: $65.8 Million
Healthcare: $37.3 Million
Industrials: $32.8 Million
Communication Services: $11.5 Million
Energy: $11.5 Million
Other: $27 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$409B
$73.5 Million 13.04% of portfolio
465,408
Q2 2025 Reduced 3.34%
$427B
$45.2 Million 8.02% of portfolio
62
Q1 2025 Added 16.98%
$631B
$32.3 Million 5.73% of portfolio
66,453
Q2 2025 Added 2.15%
$3.75T
$24.2 Million 4.3% of portfolio
48,692
Q2 2025 Reduced 0.8%
$3.35T
$22.7 Million 4.03% of portfolio
110,858
Q2 2025 Reduced 4.96%
$9.8B
$21.4 Million 3.8% of portfolio
52,675
Q2 2025 Reduced 1.01%
$2.3T
$16.2 Million 2.87% of portfolio
73,769
Q2 2025 Reduced 0.83%
$57.1B
$15.9 Million 2.83% of portfolio
77,831
Q2 2025 Added 0.41%
$573B
$13.8 Million 2.45% of portfolio
38,825
Q2 2025 Added 0.39%
$0
$11.5 Million 2.04% of portfolio
600,823
Q2 2025 Reduced 4.58%
$0
$11.4 Million 2.02% of portfolio
200,425
Q2 2025 Added 1.33%
$847B
$10.9 Million 1.93% of portfolio
37,485
Q2 2025 Added 1.88%
$148B
$10.7 Million 1.9% of portfolio
27,032
Q2 2025 Added 2.08%
$138B
$9.81 Million 1.74% of portfolio
44,201
Q2 2025 Reduced 2.07%
$320B
$8.58 Million 1.52% of portfolio
10,708
Q2 2025 Added 7.09%
$2.66B
$8.27 Million 1.47% of portfolio
123,500
Q1 2025 Added 108.44%
$1.07T
$7.69 Million 1.36% of portfolio
43,610
Q2 2025 Added 1.82%
$116B
$7.27 Million 1.29% of portfolio
48,599
Q2 2025 Reduced 0.74%
$1.17B
$7.19 Million 1.28% of portfolio
225,509
Q2 2025 Added 348.25%
$219B
$7.16 Million 1.27% of portfolio
49,033
Q2 2025 Added 120.39%
$0
$6.9 Million 1.22% of portfolio
11,112
Q2 2025 Added 23.11%
$147B
$6.45 Million 1.14% of portfolio
92,870
Q2 2025 Added 0.3%
$434B
$6.35 Million 1.13% of portfolio
6,418
Q2 2025 Added 5.47%
$194B
$6.26 Million 1.11% of portfolio
6,088
Q2 2025 Added 14.52%
$112B
$6.12 Million 1.09% of portfolio
22,218
Q2 2025 Reduced 0.2%
$84B
$5.59 Million 0.99% of portfolio
10,912
Q2 2025 Added 8.47%
$131B
$5.23 Million 0.93% of portfolio
5,841
Q2 2025 Added 7.33%
$19.9B
$5.14 Million 0.91% of portfolio
67,689
Q2 2025 Added 2.13%
$0
$5.08 Million 0.9% of portfolio
26,355
Q1 2025 Reduced 0.23%
$149B
$4.86 Million 0.86% of portfolio
45,271
Q2 2025 Added 15.58%
$77.3B
$4.82 Million 0.86% of portfolio
47,656
Q2 2025 Added 6.12%
$176B
$4.67 Million 0.83% of portfolio
15,624
Q2 2025 Reduced 3.91%
$0
$4.63 Million 0.82% of portfolio
8,146
Q2 2025 Added 8.87%
$0
$4.56 Million 0.81% of portfolio
89,922
Q2 2025 Added 11,196.73%
$4.03B
$4.5 Million 0.8% of portfolio
199,857
Q1 2025 Added 0.71%
$153B
$4.48 Million 0.8% of portfolio
8,816
Q2 2025 Added 10.34%
$2.57B
$4.43 Million 0.79% of portfolio
79,504
Q2 2025 Added 4.14%
$36.5B
$4.19 Million 0.74% of portfolio
17,228
Q2 2025 Reduced 10.75%
$6.18B
$4.12 Million 0.73% of portfolio
84,550
Q2 2025 Added 57.64%
$167B
$4.08 Million 0.72% of portfolio
10,063
Q2 2025 Added 2.42%
$25.2B
$3.98 Million 0.71% of portfolio
28,951
Q2 2025 Added 1.17%
$22.3B
$3.85 Million 0.68% of portfolio
9,438
Q2 2025 Added 17.53%
$7.11B
$3.67 Million 0.65% of portfolio
11,240
Q1 2025 Added 4.4%
$12.5B
$3.28 Million 0.58% of portfolio
44,800
Q2 2025 Reduced 3.79%
$0
$3.23 Million 0.57% of portfolio
10,637
Q2 2025 Added 3.37%
$19.5B
$2.99 Million 0.53% of portfolio
5,851
Q2 2025 Added 3.12%
$527B
$2.51 Million 0.45% of portfolio
4,471
Q1 2025 Reduced 2.08%
$410B
$2.4 Million 0.43% of portfolio
15,713
Q2 2025 Reduced 2.26%
$116B
$2.41 Million 0.43% of portfolio
8,333
Q2 2025 Added 2.75%

Summary

  • Portfolio
  • No. of Stocks 397
  • Current Value $564 Million
  • Prior Value $516 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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