Security National Bank Of Sioux City Iowa Portfolio Holdings

Security National Bank Of Sioux City Iowa

  • $133 Million
  • Q2 2025

Security National Bank Of Sioux City Iowa has filed its 13F form on August 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $133 Million distributed in 143 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $8.02M, Apple Inc. with a value of $6.43M, Berkshire Hathaway Inc Class B with a value of $6.05M, Oracle Corp with a value of $5.14M, and Berkshire Hathaway Inc with a value of $5.1M.

Examining the 13F form we can see an increase of $3.65M in the current position value, from $129M to 133M.

Security National Bank Of Sioux City Iowa is based out at Sioux City, IA

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

Portfolio value $133 Million
Technology: $28.6 Million
Financial Services: $25.4 Million
Industrials: $17.1 Million
Healthcare: $12.3 Million
Consumer Defensive: $10.4 Million
Communication Services: $9.87 Million
ETFs: $9.67 Million
Consumer Cyclical: $6.75 Million
Other: $12.5 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$8.02 Million 6.05% of portfolio
16,132
Q2 2025 Added 2.3%
$3.69T
$6.43 Million 4.85% of portfolio
31,361
Q2 2025 Reduced 0.07%
$621B
$6.05 Million 4.56% of portfolio
12,456
Q2 2025 Reduced 4.56%
$684B
$5.14 Million 3.88% of portfolio
23,519
Q2 2025 Added 0.18%
$423B
$5.1 Million 3.85% of portfolio
7
Q2 2023 Reduced 22.22%
$1.21T
$4.17 Million 3.14% of portfolio
23,669
Q2 2025 Added 0.6%
$281B
$3.53 Million 2.66% of portfolio
36,052
Q2 2025 Added 1.03%
$859B
$3.35 Million 2.52% of portfolio
11,549
Q2 2025 Added 64.31%
$442B
$2.99 Million 2.26% of portfolio
27,782
Q2 2025 Added 2.53%
$351B
$2.85 Million 2.15% of portfolio
15,337
Q2 2025 Added 14.55%
$229B
$2.54 Million 1.92% of portfolio
18,705
Q2 2025 Added 8.88%
$405B
$2.32 Million 1.75% of portfolio
6,322
Q2 2025 Added 0.27%
$452B
$2.2 Million 1.66% of portfolio
14,389
Q2 2025 Reduced 0.1%
$229B
$1.74 Million 1.31% of portfolio
11,949
Q2 2025 Reduced 1.11%
$2.26T
$1.21 Million 0.91% of portfolio
5,530
Q2 2025 New
$202B
$1.21 Million 0.91% of portfolio
9,174
Q2 2025 Reduced 0.54%
$456B
$539,000 0.41% of portfolio
3,415
Q2 2025 Reduced 56.61%
$1.78T
$476,000 0.36% of portfolio
645
Q1 2025 Reduced 5.43%
$218B
$413,000 0.31% of portfolio
1,064
Q2 2025 Added 23.15%
$203B
$259,000 0.2% of portfolio
3,283
Q2 2025 Added 13.87%
$551B
$270,000 0.2% of portfolio
761
Q1 2025 Reduced 8.97%

Summary

  • Portfolio
  • No. of Stocks 143
  • Current Value $133 Million
  • Prior Value $129 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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