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
$1.64T
$1.07 Million 0.57% of portfolio
4,388
Q3 2025 Reduced 1.37%
$0
$1.06 Million 0.57% of portfolio
4,173
Q3 2025 Reduced 0.64%
$0
$1.05 Million 0.57% of portfolio
5,654
Q3 2025 Reduced 1.1%
$0
$1.01 Million 0.55% of portfolio
7,130
Q2 2025 Reduced 2.73%
$51.3B
$956,000 0.51% of portfolio
27,821
Q3 2025 Reduced 1.59%
$17.1B
$923,000 0.5% of portfolio
19,894
Q3 2025 Reduced 1.27%
$40.7B
$938,000 0.5% of portfolio
7,547
Q3 2025 Reduced 1.37%
$58.9B
$912,000 0.49% of portfolio
2,000
Q1 2022 Added 33.33%
$81.2B
$899,000 0.48% of portfolio
13,406
Q3 2025 Reduced 0.24%
$45B
$818,000 0.44% of portfolio
4,658
Q2 2025 Reduced 2.14%
$0
$743,000 0.4% of portfolio
1,111
Q3 2025 Added 19.46%
$270B
$730,000 0.39% of portfolio
2,200
Q1 2025 Added 4.76%
$0
$639,000 0.34% of portfolio
2,177
Q3 2025 Added 9.95%
$17.5B
$617,000 0.33% of portfolio
12,600
Q3 2025 Reduced 1.73%
$20B
$615,000 0.33% of portfolio
1,088
Q4 2024 Added 4.31%
$569B
$597,000 0.32% of portfolio
1,750
Q3 2025 Reduced 6.52%
$12.5B
$578,000 0.31% of portfolio
13,625
Q4 2022 Reduced 0.97%
$785B
$563,000 0.3% of portfolio
738
Q3 2025 Reduced 11.83%
$1.65T
$543,000 0.29% of portfolio
740
Q3 2025 Added 2.92%
$1.43T
$540,000 0.29% of portfolio
1,216
Q3 2025 Added 2.36%
$330B
$477,000 0.26% of portfolio
5,699
Q1 2025 Added 6.38%
$75.6B
$466,000 0.25% of portfolio
5,683
Q3 2025 Added 3.06%
$412B
$472,000 0.25% of portfolio
511
Q3 2025 Reduced 0.97%
$65.2B
$460,000 0.25% of portfolio
1,533
Q1 2025 Added 1.73%
$0
$453,000 0.24% of portfolio
12,977
Q4 2024 New
$99.5B
$445,000 0.24% of portfolio
587
Q3 2025 Reduced 2.17%
$0
$427,000 0.23% of portfolio
7,897
Q3 2025 Reduced 1.23%
$293B
$396,000 0.21% of portfolio
5,799
Q2 2025 Reduced 0.03%
$360B
$353,000 0.19% of portfolio
2,300
Q3 2025 Reduced 1.71%
$0
$352,000 0.19% of portfolio
12,930
Q1 2025 Reduced 0.52%
$0
$340,000 0.18% of portfolio
567
Q2 2025 Reduced 50.52%
$487B
$316,000 0.17% of portfolio
264
Q3 2025 Reduced 0.75%
$304B
$312,000 0.17% of portfolio
2,010
Q3 2025 Added 24.0%
$0
$291,000 0.16% of portfolio
3,190
Q3 2025 Reduced 0.78%
$0
$306,000 0.16% of portfolio
3,200
Q4 2022 Reduced 24.1%
$342B
$300,000 0.16% of portfolio
871
Q3 2025 Reduced 27.17%
$17.2B
$278,000 0.15% of portfolio
864
Q3 2025 Reduced 2.37%
$28.5B
$277,000 0.15% of portfolio
735
Q2 2025 Reduced 47.5%
$0
$260,000 0.14% of portfolio
425
Q3 2025 New
$0
$255,000 0.14% of portfolio
8,781
Q3 2025 Reduced 0.78%
$0
$260,000 0.14% of portfolio
1,838
Q2 2023 New
$125B
$238,000 0.13% of portfolio
971
Q3 2025 Reduced 1.52%
$19.8B
$248,000 0.13% of portfolio
3,000
Q2 2025 Reduced 3.88%
$281B
$236,000 0.13% of portfolio
839
Q3 2025 Reduced 5.62%
$278B
$243,000 0.13% of portfolio
510
Q3 2025 New
$0
$250,000 0.13% of portfolio
3,366
Q1 2025 Reduced 19.95%
$162B
$230,000 0.12% of portfolio
474
Q3 2025 Reduced 1.25%
$145B
$223,000 0.12% of portfolio
1,063
Q2 2025 Reduced 11.93%
$16B
$225,000 0.12% of portfolio
1,700
Q3 2025 New

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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