Security National Bank Of Sioux City Iowa Portfolio Holdings

Security National Bank Of Sioux City Iowa

  • $142 Million
  • Q3 2025

Security National Bank Of Sioux City Iowa has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $142 Million distributed in 140 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $8.52M, Apple Inc. with a value of $7.96M, Oracle Corp with a value of $6.53M, Berkshire Hathaway Inc Class B with a value of $6.29M, and Alphabet Inc. with a value of $5.7M.

Examining the 13F form we can see an increase of $9.61M in the current position value, from $133M to 142M.

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 $142 Million
Technology: $32.5 Million
Financial Services: $25.1 Million
Industrials: $18 Million
Healthcare: $13.8 Million
Consumer Defensive: $12 Million
Communication Services: $11.6 Million
ETFs: $11 Million
Consumer Cyclical: $6.98 Million
Other: $11.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.83T
$8.52 Million 5.99% of portfolio
16,458
Q3 2025 Added 2.02%
$3.98T
$7.96 Million 5.59% of portfolio
31,243
Q3 2025 Reduced 0.38%
$806B
$6.53 Million 4.59% of portfolio
23,204
Q3 2025 Reduced 1.34%
$636B
$6.29 Million 4.42% of portfolio
12,520
Q3 2025 Added 0.51%
$1.41T
$5.7 Million 4.01% of portfolio
23,459
Q3 2025 Reduced 0.89%
$291B
$5.37 Million 3.77% of portfolio
52,085
Q3 2025 Added 44.47%
$446B
$5.28 Million 3.71% of portfolio
7
Q2 2023 Reduced 22.22%
$69.7B
$3.64 Million 2.56% of portfolio
32,586
Q3 2025 Added 0.52%
$405B
$3.56 Million 2.5% of portfolio
15,382
Q3 2025 Added 0.29%
$182B
$3.23 Million 2.27% of portfolio
19,386
Q3 2025 Added 0.35%
$25.4B
$3.22 Million 2.26% of portfolio
17,025
Q3 2025 Reduced 0.55%
$206B
$3.16 Million 2.22% of portfolio
6,514
Q3 2025 Reduced 0.53%
$468B
$3.06 Million 2.15% of portfolio
27,157
Q3 2025 Reduced 2.25%
$119B
$2.74 Million 1.92% of portfolio
9,327
Q3 2025 Added 0.67%
$57.7B
$2.71 Million 1.91% of portfolio
6,417
Q3 2025 Added 0.2%
$499B
$2.68 Million 1.88% of portfolio
14,439
Q3 2025 Added 0.35%
$49.3B
$2.48 Million 1.74% of portfolio
14,335
Q3 2025 Added 0.42%
$41.9B
$2.4 Million 1.69% of portfolio
20,687
Q3 2025 Reduced 0.13%
$233B
$2.32 Million 1.63% of portfolio
17,315
Q3 2025 Reduced 7.43%
$886B
$2.23 Million 1.57% of portfolio
7,084
Q3 2025 Reduced 38.66%
$85.2B
$2.22 Million 1.56% of portfolio
31,794
Q3 2025 Added 0.27%
$36.3B
$2.18 Million 1.53% of portfolio
35,905
Q3 2025 Added 0.25%
$0
$2.1 Million 1.47% of portfolio
34,986
Q3 2025 Reduced 0.21%
$170B
$2.08 Million 1.46% of portfolio
47,315
Q3 2025 Reduced 0.55%
$12.7B
$2.05 Million 1.44% of portfolio
20,487
Q3 2025 Added 0.76%
$140B
$2.03 Million 1.42% of portfolio
8,571
Q3 2025 Added 0.65%
$234B
$2 Million 1.4% of portfolio
11,932
Q3 2025 Reduced 0.14%
$35.2B
$1.91 Million 1.34% of portfolio
14,077
Q3 2025 Added 0.14%
$55.7B
$1.89 Million 1.33% of portfolio
9,394
Q3 2025 Added 0.05%
$28.6B
$1.87 Million 1.31% of portfolio
36,995
Q3 2025 Added 0.9%
$150B
$1.77 Million 1.24% of portfolio
8,931
Q3 2025 Reduced 0.5%
$23.8B
$1.68 Million 1.18% of portfolio
16,379
Q3 2025 Added 1.14%
$34.3B
$1.67 Million 1.18% of portfolio
24,947
Q3 2025 Added 0.85%
$35.2B
$1.66 Million 1.17% of portfolio
8,274
Q3 2025 Added 0.36%
$132B
$1.48 Million 1.04% of portfolio
47,214
Q3 2025 Added 1.03%
$80B
$1.44 Million 1.01% of portfolio
21,452
Q3 2025 Added 1.71%
$0
$1.41 Million 0.99% of portfolio
9,759
Q3 2025 Added 0.51%
$17.6B
$1.36 Million 0.95% of portfolio
3,918
Q3 2025 Added 0.46%
$0
$1.35 Million 0.95% of portfolio
23,645
Q2 2025 Added 140.17%
$65.4B
$1.3 Million 0.91% of portfolio
16,241
Q3 2025 Added 0.81%
$37.7B
$1.28 Million 0.9% of portfolio
12,305
Q3 2025 Added 0.78%
$209B
$1.29 Million 0.9% of portfolio
9,169
Q3 2025 Reduced 0.05%
$76.2B
$1.27 Million 0.89% of portfolio
4,879
Q3 2025 Added 0.72%
$2.2T
$1.23 Million 0.86% of portfolio
5,595
Q3 2025 Added 1.18%
$5.28B
$1.14 Million 0.8% of portfolio
15,205
Q3 2025 Added 0.07%
$45.8B
$1.12 Million 0.79% of portfolio
32,609
Q3 2025 Added 0.6%
$0
$1.05 Million 0.74% of portfolio
10,398
Q2 2024 Reduced 2.3%
$16.2B
$968,000 0.68% of portfolio
20,870
Q3 2025 Added 0.68%
$292B
$934,000 0.66% of portfolio
14,089
Q3 2025 Added 0.71%

Summary

  • Portfolio
  • No. of Stocks 140
  • Current Value $142 Million
  • Prior Value $133 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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