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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.15 Million 2.99% of portfolio
40,045
Q2 2025 Reduced 1.26%
$0
$1.7 Million 0.99% of portfolio
29,885
Q2 2025 Added 46.24%
$0
$1.68 Million 0.98% of portfolio
3,841
Q2 2025 Reduced 3.15%
$0
$1.45 Million 0.84% of portfolio
49,668
Q1 2025 Reduced 0.92%
$0
$1.29 Million 0.75% of portfolio
10,170
Q2 2025 Reduced 0.1%
$0
$1.21 Million 0.7% of portfolio
21,150
Q1 2025 Reduced 37.61%
$0
$1.01 Million 0.59% of portfolio
5,717
Q1 2025 Added 13.46%
$0
$995,000 0.58% of portfolio
4,200
Q1 2025 Reduced 7.22%
$0
$946,000 0.55% of portfolio
7,130
Q2 2025 Reduced 2.73%
$0
$577,000 0.34% of portfolio
930
Q2 2025 Reduced 55.2%
$0
$551,000 0.32% of portfolio
6,170
Q2 2023 Reduced 10.84%
$0
$554,000 0.32% of portfolio
1,980
Q1 2025 Added 5.26%
$0
$423,000 0.25% of portfolio
12,977
Q4 2024 New
$0
$395,000 0.23% of portfolio
7,995
Q2 2025 Reduced 15.62%
$0
$342,000 0.2% of portfolio
12,930
Q1 2025 Reduced 0.52%
$0
$312,000 0.18% of portfolio
567
Q2 2025 Reduced 50.52%
$0
$291,000 0.17% of portfolio
3,200
Q4 2022 Reduced 24.1%
$0
$286,000 0.17% of portfolio
3,215
Q2 2025 Added 3.21%
$0
$244,000 0.14% of portfolio
8,850
Q1 2025 Reduced 0.37%
$0
$244,000 0.14% of portfolio
1,838
Q2 2023 New
$0
$247,000 0.14% of portfolio
3,366
Q1 2025 Reduced 19.95%

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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