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
$0
$1.29 Million 0.23% of portfolio
50,943
Q2 2024 New
$724B
$1.2 Million 0.21% of portfolio
1,542
Q2 2025 Added 2.66%
$1.12T
$1.2 Million 0.21% of portfolio
6,737
Q2 2025 Added 1.94%
$33.5B
$1.03 Million 0.18% of portfolio
9,912
Q2 2025 Reduced 0.19%
$465B
$955,000 0.17% of portfolio
8,866
Q1 2025 Reduced 0.48%
$6.39B
$953,000 0.17% of portfolio
29,829
Q4 2021 New
$200B
$876,000 0.16% of portfolio
6,636
Q2 2025 Reduced 69.73%
$12.2B
$927,000 0.16% of portfolio
8,232
Q2 2025 Reduced 2.4%
$368B
$794,000 0.14% of portfolio
2,168
Q2 2025 Added 0.6%
$3.28B
$764,000 0.14% of portfolio
19,929
Q2 2025 Reduced 1.94%
$221B
$501,000 0.09% of portfolio
1,717
Q1 2025 Reduced 3.65%
$160B
$510,000 0.09% of portfolio
2,193
Q2 2025 Reduced 22.18%
$177B
$485,000 0.09% of portfolio
2,497
Q4 2024 Added 1.67%
$296B
$535,000 0.09% of portfolio
3,738
Q2 2025 Reduced 8.49%
$152B
$475,000 0.08% of portfolio
1,332
Q2 2025 Added 2.46%
$41B
$419,000 0.07% of portfolio
5,968
Q1 2025 Reduced 3.04%
$649M
$418,000 0.07% of portfolio
16,965
Q2 2025 New
$160B
$402,000 0.07% of portfolio
1,440
Q2 2025 Reduced 40.98%
$22.9B
$403,000 0.07% of portfolio
17,149
Q2 2025 Added 1.38%
$101B
$391,000 0.07% of portfolio
768
Q2 2025 Added 0.39%
$338B
$319,000 0.06% of portfolio
1,721
Q2 2025 Added 1.35%
$55.8B
$333,000 0.06% of portfolio
2,481
Q1 2025 Added 67.52%
$1.01T
$290,000 0.05% of portfolio
913
Q2 2025 Added 3.51%
$179B
$293,000 0.05% of portfolio
3,145
Q2 2025 Added 1.45%
$3.09B
$289,000 0.05% of portfolio
3,269
Q3 2024 Added 444.83%
$145B
$266,000 0.05% of portfolio
1,000
Q4 2023 New
$258B
$264,000 0.05% of portfolio
2,703
Q1 2025 Reduced 8.15%
$180B
$255,000 0.05% of portfolio
3,000
Q1 2025 New
$92.5B
$255,000 0.05% of portfolio
521
Q2 2025 Added 55.06%
$305B
$244,000 0.04% of portfolio
3,450
Q1 2024 Reduced 33.19%
$54.1B
$210,000 0.04% of portfolio
1,074
Q2 2025 Added 2.48%
$226B
$231,000 0.04% of portfolio
40
Q4 2023 New
$57.9B
$212,000 0.04% of portfolio
375
Q4 2023 Reduced 19.18%
$24.5B
$218,000 0.04% of portfolio
13,015
Q4 2024 New
$123B
$240,000 0.04% of portfolio
520
Q2 2025 Reduced 59.38%
$36.2B
$216,000 0.04% of portfolio
1,668
Q4 2024 Reduced 27.29%
$67.2B
$241,000 0.04% of portfolio
5,335
Q4 2024 Added 177.86%
$28.7B
$170,000 0.03% of portfolio
1,663
Q2 2025 Added 2.72%
$47.5B
$155,000 0.03% of portfolio
500
Q4 2023 New
$172B
$152,000 0.03% of portfolio
3,519
Q2 2025 Added 2.95%
$142B
$152,000 0.03% of portfolio
770
Q1 2025 Added 1.85%
$171B
$176,000 0.03% of portfolio
335
Q4 2023 New
$236B
$173,000 0.03% of portfolio
544
Q1 2025 Reduced 2.86%
$207B
$163,000 0.03% of portfolio
2,060
Q2 2025 Reduced 92.9%
$18.1B
$191,000 0.03% of portfolio
1,180
Q1 2024 Added 100.0%
$934M
$152,000 0.03% of portfolio
88,682
Q2 2025 Reduced 39.26%
$79.5B
$150,000 0.03% of portfolio
1,200
Q4 2023 New
$1.27T
$142,000 0.03% of portfolio
628
Q2 2025 Added 25.6%
$90.6B
$162,000 0.03% of portfolio
3,578
Q2 2025 Added 205.29%

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
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