Security National Bank Incresed Positions in Q2 2025

Security National Bank

  • $564 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HPE
Hewlett Packard Enterprise CO

Technology
240
+ 4.82%
$12.51 - $20.45 $3K - $4.91K
5.22K $106K
DINO
Hf Sinclair Corp

Energy
117
+ 4.18%
$25.91 - $41.85 $3.03K - $4.9K
2.92K $119K
GLW
Corning Inc

Technology
88
+ 4.88%
$39.07 - $52.59 $3.44K - $4.63K
1.89K $99K
SWKS
Skyworks Solutions, Inc.

Technology
59
+ 5.2%
$49.2 - $74.95 $2.9K - $4.42K
1.19K $88K
UGI
Ugi Corp

Utilities
122
+ 4.21%
$30.18 - $36.59 $3.68K - $4.46K
3.02K $109K
WHR
Whirlpool Corp

Consumer Cyclical
51
+ 7.91%
$75.71 - $101.42 $3.86K - $5.17K
696 $70K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
189
+ 5.96%
$19.16 - $23.81 $3.62K - $4.5K
3.36K $80K
AM
Antero Midstream Corp

Energy
138
+ 2.48%
$15.88 - $18.99 $2.19K - $2.62K
5.7K $108K
T
At&T Inc.

Communication Services
156
+ 3.99%
$26.33 - $28.94 $4.11K - $4.51K
4.06K $117K
AGCO
Agco Corp

Industrials
44
+ 17.39%
$75.77 - $108.43 $3.33K - $4.77K
297 $30K
BP
Bp PLC

Energy
200
+ 2857.14%
$26.11 - $33.81 $5.22K - $6.76K
207 $6K
WM
Waste Management Inc

Industrials
25
+ 8.59%
$216.47 - $242.1 $5.41K - $6.05K
316 $72K
NNN
National Retail Properties, Inc.

Real Estate
104
+ 5.28%
$37.56 - $43.42 $3.91K - $4.52K
2.08K $89K
HD
Home Depot, Inc.

Consumer Cyclical
13
+ 0.6%
$335.24 - $380.78 $4.36K - $4.95K
2.17K $794K
DLX
Deluxe Corp

Communication Services
278
+ 7.79%
$13.64 - $16.25 $3.79K - $4.52K
3.85K $61K
ARCC
Ares Capital Corp

Financial Services
198
+ 6.05%
$18.91 - $22.43 $3.74K - $4.44K
3.47K $76K
AINV
Apollo Investment Corp

Financial Services
348
+ 6.11%
N/A
6.04K $67K
PFE
Pfizer Inc

Healthcare
180
+ 7.69%
$21.59 - $24.84 $3.89K - $4.47K
2.52K $61K
MO
Altria Group, Inc.

Consumer Defensive
75
+ 3.83%
$55.56 - $60.91 $4.17K - $4.57K
2.03K $119K
HTGC
Hercules Capital, Inc.

Financial Services
245
+ 6.12%
$16.24 - $19.1 $3.98K - $4.68K
4.25K $77K
PCAR
Paccar Inc

Industrials
47
+ 3.3%
$86.4 - $99.09 $4.06K - $4.66K
1.47K $139K
Kayne Anderson Bdc Inc
280
+ 20.35%
N/A
1.66K $0
Gsk PLC
106
+ 4.7%
N/A
2.36K $0
Oaktree Specialty Lending CO
305
+ 10.53%
N/A
3.2K $0
Vitesse Energy Inc
10.2K
+ 14.14%
N/A
82.1K $0
Kenvue Inc
2.12K
+ 5.06%
N/A
44.1K $0
BXSL
Blackstone Secured Lending Fund

Financial Services
138
+ 5.24%
$26.88 - $32.74 $3.71K - $4.52K
2.77K $85K
Blackrock Inc
18
+ 0.26%
N/A
7.05K $0
IPG
Interpublic Group Of Companies, Inc.

Communication Services
186
+ 7.24%
$22.66 - $26.12 $4.21K - $4.86K
2.76K $67K
VZ
Verizon Communications Inc

Communication Services
101
+ 2.95%
$41.67 - $45.62 $4.21K - $4.61K
3.52K $152K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.12K
+ 1400.0%
$87.84 - $1441.89 $98.4K - $1.61M
1.2K $108K
WEN
Wendy'S CO

Consumer Cyclical
391
+ 10.98%
$11.11 - $14.72 $4.34K - $5.76K
3.95K $45K
DOW
Dow Inc.

Basic Materials
145
+ 8.58%
$25.81 - $34.89 $3.74K - $5.06K
1.83K $48K
LYB
Lyondell Basell Industries N.V.

Basic Materials
73
+ 6.13%
$53.23 - $70.65 $3.89K - $5.16K
1.26K $73K
CRI
Carters Inc

Consumer Cyclical
137
+ 8.14%
$29.83 - $42.12 $4.09K - $5.77K
1.82K $54K
BMY
Bristol Myers Squibb CO

Healthcare
87
+ 7.21%
$44.12 - $59.6 $3.84K - $5.19K
1.29K $59K
CB
Chubb LTD

Financial Services
223
+ 2.75%
$274.32 - $302.46 $61.2K - $67.4K
8.33K $2.41M
ABBV
Abb Vie Inc.

Healthcare
23
+ 1.35%
$170.16 - $206.27 $3.91K - $4.74K
1.72K $319K
LLY
Eli Lilly & CO

Healthcare
40
+ 2.66%
$713.71 - $898.95 $28.5K - $36K
1.54K $1.2M
UNP
Union Pacific Corp

Industrials
19
+ 0.2%
$208.27 - $238.46 $3.96K - $4.53K
9.39K $2.16M
RPM
Rpm International Inc

Basic Materials
124
+ 0.93%
$96.97 - $117.58 $12K - $14.6K
13.4K $1.47M
NEE
Nextera Energy Inc

Utilities
280
+ 0.3%
$64.11 - $75.0 $18K - $21K
92.9K $6.45M
ZTS
Zoetis Inc.

Healthcare
1.39K
+ 2.77%
$144.41 - $170.3 $200K - $236K
51.4K $8.02M
FANG
Diamondback Energy, Inc.

Energy
334
+ 1.17%
$119.25 - $161.49 $39.8K - $53.9K
29K $3.98M
TMO
Thermo Fisher Scientific Inc.

Healthcare
238
+ 2.42%
$390.26 - $489.06 $92.9K - $116K
10.1K $4.08M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.4K
+ 2.15%
$483.48 - $539.8 $675K - $754K
66.5K $32.3M
Activity Summary
Buys All Purchases 110 New Holdings 13 Increased Positions 97 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Security National Bank Portfolio

Follow Security National Bank and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Security National Bank, based on Form 13F filings with the SEC.

News

Stay updated on Security National Bank with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email