Security National Bank Of So Dak Portfolio Holdings

Security National Bank Of So Dak

  • $186 Million
  • Q3 2025

Security National Bank Of So Dak has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $186 Million distributed in 166 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $11.3M, Microsoft Corp with a value of $11M, Oracle Corp with a value of $8.85M, Berkshire Hathaway Inc Class B with a value of $8.09M, and Alphabet Inc. with a value of $7.59M.

Examining the 13F form we can see an increase of $14M in the current position value, from $172M to 186M.

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

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

Portfolio value $186 Million
Technology: $47.9 Million
Industrials: $24.4 Million
Financial Services: $24.4 Million
ETFs: $21.9 Million
Healthcare: $18.6 Million
Communication Services: $14.2 Million
Consumer Defensive: $13.6 Million
Consumer Cyclical: $10.4 Million
Other: $10.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.32T
$11.3 Million 6.07% of portfolio
44,286
Q3 2025 Reduced 0.93%
$3.96T
$11 Million 5.92% of portfolio
21,251
Q3 2025 Reduced 0.23%
$759B
$8.85 Million 4.76% of portfolio
31,452
Q3 2025 Reduced 1.71%
$646B
$8.09 Million 4.35% of portfolio
16,083
Q3 2025 Reduced 0.19%
$1.5T
$7.59 Million 4.08% of portfolio
31,213
Q3 2025 Added 0.01%
$0
$5.69 Million 3.06% of portfolio
41,275
Q3 2025 Added 3.07%
$284B
$4.8 Million 2.58% of portfolio
46,610
Q3 2025 Added 0.15%
$211B
$4.6 Million 2.48% of portfolio
27,657
Q3 2025 Reduced 0.13%
$221B
$4.18 Million 2.25% of portfolio
8,616
Q3 2025 Added 0.17%
$68B
$3.91 Million 2.1% of portfolio
34,969
Q3 2025 Reduced 0.3%
$263B
$3.9 Million 2.1% of portfolio
23,281
Q3 2025 Reduced 1.06%
$403B
$3.84 Million 2.07% of portfolio
16,587
Q3 2025 Reduced 1.16%
$477B
$3.72 Million 2.0% of portfolio
19,944
Q3 2025 Reduced 0.85%
$25.8B
$3.33 Million 1.79% of portfolio
17,607
Q3 2025 Reduced 0.53%
$223B
$3.27 Million 1.76% of portfolio
24,442
Q3 2025 Reduced 0.51%
$498B
$3.2 Million 1.72% of portfolio
17,259
Q3 2025 Reduced 2.27%
$116B
$3.09 Million 1.66% of portfolio
10,543
Q3 2025 Added 0.43%
$394B
$3.04 Million 1.63% of portfolio
7,495
Q3 2025 Reduced 1.12%
$892B
$2.99 Million 1.61% of portfolio
9,471
Q3 2025 Added 0.11%
$483B
$2.9 Million 1.56% of portfolio
25,700
Q3 2025 Reduced 0.83%
$2.31T
$2.67 Million 1.44% of portfolio
12,155
Q3 2025 Added 2.42%
$51.2B
$2.64 Million 1.42% of portfolio
15,273
Q3 2025 Reduced 0.46%
$134B
$2.6 Million 1.4% of portfolio
11,015
Q3 2025 Reduced 0.23%
$42.9B
$2.49 Million 1.34% of portfolio
21,423
Q3 2025 Reduced 0.49%
$86.4B
$2.38 Million 1.28% of portfolio
34,139
Q3 2025 Reduced 1.03%
$161B
$2.29 Million 1.23% of portfolio
11,558
Q3 2025 Reduced 0.04%
$37B
$2.1 Million 1.13% of portfolio
15,480
Q3 2025 Reduced 2.06%
$36.4B
$2.01 Million 1.08% of portfolio
10,036
Q3 2025 Reduced 1.33%
$64.9B
$1.99 Million 1.07% of portfolio
24,886
Q3 2025 Added 0.3%
$76.1B
$1.9 Million 1.02% of portfolio
7,271
Q3 2025 Reduced 0.34%
$210B
$1.85 Million 0.99% of portfolio
13,161
Q3 2025 Reduced 1.72%
$11.5B
$1.82 Million 0.98% of portfolio
18,184
Q3 2025 Added 0.61%
$0
$1.83 Million 0.98% of portfolio
3,813
Q3 2025 Reduced 0.73%
$55.7B
$1.77 Million 0.95% of portfolio
8,754
Q3 2025 Reduced 0.23%
$0
$1.71 Million 0.92% of portfolio
29,885
Q2 2025 Added 46.24%
$35.2B
$1.66 Million 0.89% of portfolio
24,785
Q3 2025 Added 0.61%
$303B
$1.62 Million 0.87% of portfolio
24,403
Q3 2025 Reduced 0.12%
$28.7B
$1.6 Million 0.86% of portfolio
31,829
Q3 2025 Reduced 1.65%
$165B
$1.6 Million 0.86% of portfolio
36,506
Q3 2025 Reduced 2.67%
$0
$1.58 Million 0.85% of portfolio
49,413
Q3 2025 Reduced 0.51%
$147B
$1.54 Million 0.83% of portfolio
4,674
Q1 2025 Added 16.27%
$37.3B
$1.54 Million 0.83% of portfolio
25,348
Q3 2025 Reduced 1.92%
$18.4B
$1.53 Million 0.82% of portfolio
4,425
Q3 2025 Reduced 0.56%
$0
$1.48 Million 0.79% of portfolio
10,225
Q3 2025 Added 0.54%
$38B
$1.47 Million 0.79% of portfolio
14,175
Q3 2025 Added 0.64%
$5.46B
$1.44 Million 0.78% of portfolio
19,213
Q3 2025 Reduced 4.21%
$23.7B
$1.44 Million 0.78% of portfolio
14,052
Q3 2025 Reduced 0.21%
$0
$1.38 Million 0.74% of portfolio
22,949
Q3 2025 Added 8.51%
$130B
$1.11 Million 0.6% of portfolio
35,327
Q3 2025 Reduced 0.34%

Summary

  • Portfolio
  • No. of Stocks 166
  • Current Value $186 Million
  • Prior Value $172 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
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