Security National Bank Portfolio Holdings

Security National Bank

  • $564 Million
  • Q2 2025

Security National Bank has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $564 Million distributed in 397 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $73.5M, Berkshire Hathaway Inc with a value of $45.2M, Berkshire Hathaway Inc Class B with a value of $32.3M, Microsoft Corp with a value of $24.2M, and Apple Inc. with a value of $22.7M.

Examining the 13F form we can see an increase of $47.7M in the current position value, from $516M to 564M.

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

Portfolio value $564 Million
Technology: $187 Million
Financial Services: $120 Million
ETFs: $71.3 Million
Consumer Cyclical: $65.8 Million
Healthcare: $37.3 Million
Industrials: $32.8 Million
Communication Services: $11.5 Million
Energy: $11.5 Million
Other: $27 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$409B
$73.5 Million 13.04% of portfolio
465,408
Q2 2025 Reduced 3.34%
$427B
$45.2 Million 8.02% of portfolio
62
Q1 2025 Added 16.98%
$631B
$32.3 Million 5.73% of portfolio
66,453
Q2 2025 Added 2.15%
$3.75T
$24.2 Million 4.3% of portfolio
48,692
Q2 2025 Reduced 0.8%
$3.35T
$22.7 Million 4.03% of portfolio
110,858
Q2 2025 Reduced 4.96%
$9.8B
$21.4 Million 3.8% of portfolio
52,675
Q2 2025 Reduced 1.01%
$2.3T
$16.2 Million 2.87% of portfolio
73,769
Q2 2025 Reduced 0.83%
$57.1B
$15.9 Million 2.83% of portfolio
77,831
Q2 2025 Added 0.41%
$573B
$13.8 Million 2.45% of portfolio
38,825
Q2 2025 Added 0.39%
$847B
$10.9 Million 1.93% of portfolio
37,485
Q2 2025 Added 1.88%
$148B
$10.7 Million 1.9% of portfolio
27,032
Q2 2025 Added 2.08%
$138B
$9.81 Million 1.74% of portfolio
44,201
Q2 2025 Reduced 2.07%
$320B
$8.58 Million 1.52% of portfolio
10,708
Q2 2025 Added 7.09%
$2.66B
$8.27 Million 1.47% of portfolio
123,500
Q1 2025 Added 108.44%
$72.9B
$8.02 Million 1.42% of portfolio
51,425
Q2 2025 Added 2.77%
$1.07T
$7.69 Million 1.36% of portfolio
43,610
Q2 2025 Added 1.82%
$219B
$7.16 Million 1.27% of portfolio
49,033
Q2 2025 Added 120.39%
$147B
$6.45 Million 1.14% of portfolio
92,870
Q2 2025 Added 0.3%
$434B
$6.35 Million 1.13% of portfolio
6,418
Q2 2025 Added 5.47%
$194B
$6.26 Million 1.11% of portfolio
6,088
Q2 2025 Added 14.52%
$112B
$6.12 Million 1.09% of portfolio
22,218
Q2 2025 Reduced 0.2%
$84B
$5.59 Million 0.99% of portfolio
10,912
Q2 2025 Added 8.47%
$131B
$5.23 Million 0.93% of portfolio
5,841
Q2 2025 Added 7.33%
$19.9B
$5.14 Million 0.91% of portfolio
67,689
Q2 2025 Added 2.13%
$149B
$4.86 Million 0.86% of portfolio
45,271
Q2 2025 Added 15.58%
$77.3B
$4.82 Million 0.86% of portfolio
47,656
Q2 2025 Added 6.12%
$176B
$4.67 Million 0.83% of portfolio
15,624
Q2 2025 Reduced 3.91%
$4.03B
$4.5 Million 0.8% of portfolio
199,857
Q1 2025 Added 0.71%
$153B
$4.48 Million 0.8% of portfolio
8,816
Q2 2025 Added 10.34%
$2.57B
$4.43 Million 0.79% of portfolio
79,504
Q2 2025 Added 4.14%
$36.5B
$4.19 Million 0.74% of portfolio
17,228
Q2 2025 Reduced 10.75%
$6.18B
$4.12 Million 0.73% of portfolio
84,550
Q2 2025 Added 57.64%
$167B
$4.08 Million 0.72% of portfolio
10,063
Q2 2025 Added 2.42%
$25.2B
$3.98 Million 0.71% of portfolio
28,951
Q2 2025 Added 1.17%
$22.3B
$3.85 Million 0.68% of portfolio
9,438
Q2 2025 Added 17.53%
$7.11B
$3.67 Million 0.65% of portfolio
11,240
Q1 2025 Added 4.4%
$12.5B
$3.28 Million 0.58% of portfolio
44,800
Q2 2025 Reduced 3.79%
$19.5B
$2.99 Million 0.53% of portfolio
5,851
Q2 2025 Added 3.12%
$527B
$2.51 Million 0.45% of portfolio
4,471
Q1 2025 Reduced 2.08%
$410B
$2.4 Million 0.43% of portfolio
15,713
Q2 2025 Reduced 2.26%
$116B
$2.41 Million 0.43% of portfolio
8,333
Q2 2025 Added 2.75%
$231B
$2.41 Million 0.43% of portfolio
17,698
Q2 2025 Added 441.55%
$143B
$2.16 Million 0.38% of portfolio
9,394
Q2 2025 Added 0.2%
$1.62T
$2.06 Million 0.37% of portfolio
2,795
Q2 2025 Added 1.08%
$281B
$1.94 Million 0.34% of portfolio
6,213
Q2 2025 Reduced 64.04%
$364B
$1.91 Million 0.34% of portfolio
11,990
Q2 2025 Added 1,630.16%
$69B
$1.64 Million 0.29% of portfolio
3,898
Q2 2025 Added 8.55%
$214B
$1.56 Million 0.28% of portfolio
4,014
Q4 2024 Added 0.78%
$14.6B
$1.47 Million 0.26% of portfolio
13,422
Q2 2025 Added 0.93%

Summary

  • Portfolio
  • No. of Stocks 397
  • Current Value $564 Million
  • Prior Value $516 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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