Security National Bank has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $636 Million distributed in 474 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $85.4M, Berkshire Hathaway Inc with a value of $46.8M, Berkshire Hathaway Inc Class B with a value of $35.1M, Apple Inc. with a value of $28.6M, and Microsoft Corp with a value of $25.7M.
Examining the 13F form we can see an increase of $71.9M in the current position value, from $564M to 636M.
Below you can find more details about Security National Bank portfolio as well as his latest detailed transactions.
Portfolio value
$636 Million
Technology: $216 Million
Financial Services: $127 Million
ETFs: $83.9 Million
Consumer Cyclical: $70.5 Million
Industrials: $42 Million
Healthcare: $37.3 Million
Communication Services: $14.7 Million
Energy: $13.7 Million
Other: $30.6 Million
Stock Holdings Table Market Cap. of $200 Billions or more