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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$0
$1.76 Million 0.31% of portfolio
32,442
Q2 2025 Added 14.03%
$0
$1.62 Million 0.29% of portfolio
14,730
Q2 2025 Added 35.99%
$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%
$0
$1.51 Million 0.27% of portfolio
10,226
Q2 2025 Added 1.27%
$14.6B
$1.47 Million 0.26% of portfolio
13,422
Q2 2025 Added 0.93%
$0
$1.47 Million 0.26% of portfolio
2,662
Q2 2025 Added 28.72%
$0
$1.29 Million 0.23% of portfolio
50,943
Q2 2024 New
$760B
$1.2 Million 0.21% of portfolio
1,542
Q2 2025 Added 2.66%
$1.11T
$1.2 Million 0.21% of portfolio
6,737
Q2 2025 Added 1.94%
$33.4B
$1.03 Million 0.18% of portfolio
9,912
Q2 2025 Reduced 0.19%
$6.48B
$953,000 0.17% of portfolio
29,829
Q4 2021 New
$187B
$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%
$0
$884,000 0.16% of portfolio
14,259
Q2 2025 Added 18.32%
$379B
$794,000 0.14% of portfolio
2,168
Q2 2025 Added 0.6%
$3.27B
$764,000 0.14% of portfolio
19,929
Q2 2025 Reduced 1.94%
$0
$767,000 0.14% of portfolio
7,025
Q2 2025 Reduced 0.75%
$0
$653,000 0.12% of portfolio
1,925
Q1 2025 Added 291.26%
$0
$645,000 0.11% of portfolio
1,044
Q4 2024 Reduced 5.69%
$222B
$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%
$297B
$535,000 0.09% of portfolio
3,738
Q2 2025 Reduced 8.49%
$1.72B
$464,000 0.08% of portfolio
13,500
Q2 2024 Reduced 48.36%
$144B
$475,000 0.08% of portfolio
1,332
Q2 2025 Added 2.46%
$0
$476,000 0.08% of portfolio
3,571
Q1 2025 Reduced 5.9%
$0
$472,000 0.08% of portfolio
13,697
Q2 2025 Added 1.89%
$0
$459,000 0.08% of portfolio
7,539
Q2 2025 Added 44.54%
$40.9B
$419,000 0.07% of portfolio
5,968
Q1 2025 Reduced 3.04%
$0
$414,000 0.07% of portfolio
9,759
Q3 2023 Added 26.99%
$254B
$393,000 0.07% of portfolio
1,336
Q2 2025 Added 1.21%
$649M
$418,000 0.07% of portfolio
16,965
Q2 2025 New
$159B
$402,000 0.07% of portfolio
1,440
Q2 2025 Reduced 40.98%
$23.1B
$403,000 0.07% of portfolio
17,149
Q2 2025 Added 1.38%
$0
$415,000 0.07% of portfolio
627
Q2 2025 Reduced 2.34%
$102B
$391,000 0.07% of portfolio
768
Q2 2025 Added 0.39%
$339B
$319,000 0.06% of portfolio
1,721
Q2 2025 Added 1.35%
$57.4B
$333,000 0.06% of portfolio
2,481
Q1 2025 Added 67.52%
$1T
$290,000 0.05% of portfolio
913
Q2 2025 Added 3.51%
$0
$283,000 0.05% of portfolio
3,602
Q4 2023 New
$186B
$293,000 0.05% of portfolio
3,145
Q2 2025 Added 1.45%
$0
$310,000 0.05% of portfolio
3,750
Q4 2024 Added 25.0%
$0
$301,000 0.05% of portfolio
2,265
Q4 2023 Reduced 12.14%

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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