Security National Bank Of So Dak Portfolio Holdings

Security National Bank Of So Dak

  • $172 Million
  • Q2 2025

Security National Bank Of So Dak has filed its 13F form on August 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $172 Million distributed in 169 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $10.6M, Apple Inc. with a value of $9.17M, Berkshire Hathaway Inc Class B with a value of $7.83M, Oracle Corp with a value of $7M, and Alphabet Inc. with a value of $5.5M.

Examining the 13F form we can see an increase of $5.87M in the current position value, from $166M to 172M.

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 $172 Million
Technology: $42.7 Million
Financial Services: $23.5 Million
Industrials: $22.8 Million
ETFs: $20.2 Million
Healthcare: $16.8 Million
Consumer Defensive: $14.1 Million
Communication Services: $11.7 Million
Consumer Cyclical: $9.95 Million
Other: $10.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$10.6 Million 6.17% of portfolio
21,301
Q2 2025 Reduced 0.58%
$3.69T
$9.17 Million 5.34% of portfolio
44,701
Q2 2025 Added 0.05%
$621B
$7.83 Million 4.55% of portfolio
16,113
Q2 2025 Reduced 0.59%
$684B
$7 Million 4.07% of portfolio
32,000
Q2 2025 Added 0.08%
$1.21T
$5.5 Million 3.2% of portfolio
31,210
Q2 2025 Added 0.77%
$281B
$4.55 Million 2.65% of portfolio
46,540
Q2 2025 Reduced 1.5%
$173B
$4.41 Million 2.57% of portfolio
27,693
Q2 2025 Added 0.04%
$65.4B
$3.7 Million 2.15% of portfolio
35,074
Q2 2025 Reduced 0.94%
$187B
$3.49 Million 2.03% of portfolio
8,601
Q2 2025 Reduced 0.64%
$229B
$3.44 Million 2.0% of portfolio
23,531
Q2 2025 Reduced 1.94%
$229B
$3.34 Million 1.94% of portfolio
24,567
Q2 2025 Reduced 0.19%
$124B
$3.24 Million 1.88% of portfolio
10,498
Q2 2025 Reduced 0.73%
$456B
$3.18 Million 1.85% of portfolio
20,115
Q2 2025 Reduced 2.09%
$351B
$3.12 Million 1.81% of portfolio
16,782
Q2 2025 Reduced 1.83%
$442B
$2.79 Million 1.63% of portfolio
25,915
Q2 2025 Reduced 3.28%
$24.3B
$2.79 Million 1.62% of portfolio
17,701
Q2 2025 Added 0.05%
$859B
$2.74 Million 1.6% of portfolio
9,461
Q2 2025 Added 0.26%
$452B
$2.7 Million 1.57% of portfolio
17,659
Q2 2025 Reduced 1.87%
$48.7B
$2.67 Million 1.56% of portfolio
15,343
Q2 2025 Added 0.26%
$2.26T
$2.6 Million 1.51% of portfolio
11,868
Q2 2025 Added 75.12%
$135B
$2.54 Million 1.48% of portfolio
11,040
Q2 2025 Reduced 0.46%
$56.3B
$2.49 Million 1.45% of portfolio
7,592
Q2 2025 Reduced 0.13%
$94.4B
$2.45 Million 1.43% of portfolio
34,494
Q2 2025 Added 0.22%
$150B
$2.28 Million 1.33% of portfolio
11,563
Q2 2025 Added 0.34%
$40.9B
$2.29 Million 1.33% of portfolio
21,528
Q2 2025 Added 0.49%
$70.9B
$2.26 Million 1.31% of portfolio
24,811
Q2 2025 Reduced 0.43%
$35.1B
$2.13 Million 1.24% of portfolio
10,171
Q2 2025 Reduced 2.03%
$36.3B
$2.05 Million 1.19% of portfolio
15,805
Q2 2025 Reduced 1.89%
$35.6B
$1.92 Million 1.12% of portfolio
24,635
Q2 2025 Added 0.61%
$14.4B
$1.88 Million 1.1% of portfolio
18,074
Q2 2025 Added 0.28%
$80B
$1.8 Million 1.05% of portfolio
7,296
Q2 2025 Reduced 2.62%
$202B
$1.77 Million 1.03% of portfolio
13,391
Q2 2025 Reduced 4.06%
$306B
$1.73 Million 1.01% of portfolio
24,433
Q2 2025 Reduced 0.26%
$29.2B
$1.68 Million 0.98% of portfolio
32,364
Q2 2025 Reduced 1.09%
$182B
$1.62 Million 0.94% of portfolio
37,506
Q2 2025 Reduced 1.11%
$39.1B
$1.51 Million 0.88% of portfolio
14,085
Q2 2025 Reduced 5.82%
$35.6B
$1.49 Million 0.87% of portfolio
25,843
Q2 2025 Reduced 0.48%
$5.59B
$1.46 Million 0.85% of portfolio
20,058
Q2 2025 Reduced 4.26%
$49.5B
$1.4 Million 0.82% of portfolio
8,774
Q2 2025 Added 0.46%
$17.3B
$1.38 Million 0.81% of portfolio
4,450
Q2 2025 Reduced 1.44%
$24.3B
$1.36 Million 0.79% of portfolio
14,081
Q2 2025 Reduced 0.06%
$127B
$1.29 Million 0.75% of portfolio
4,674
Q1 2025 Added 16.27%
$141B
$1.27 Million 0.74% of portfolio
35,447
Q2 2025 Reduced 0.74%
$78.6B
$998,000 0.58% of portfolio
13,438
Q2 2025 Added 1.97%
$45.1B
$986,000 0.57% of portfolio
7,652
Q2 2025 Reduced 0.33%
$46.7B
$955,000 0.56% of portfolio
28,271
Q2 2025 Reduced 0.3%
$17.2B
$943,000 0.55% of portfolio
20,149
Q2 2025 Added 0.27%
$48.2B
$869,000 0.51% of portfolio
4,658
Q2 2025 Reduced 2.14%
$1.24T
$789,000 0.46% of portfolio
4,449
Q2 2025 Reduced 0.85%

Summary

  • Portfolio
  • No. of Stocks 169
  • Current Value $172 Million
  • Prior Value $166 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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