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
$3.13B
$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
$260B
$264,000 0.05% of portfolio
2,703
Q1 2025 Reduced 8.15%
$169B
$255,000 0.05% of portfolio
3,000
Q1 2025 New
$89.2B
$255,000 0.05% of portfolio
521
Q2 2025 Added 55.06%
$300B
$244,000 0.04% of portfolio
3,450
Q1 2024 Reduced 33.19%
$0
$243,000 0.04% of portfolio
4,267
Q2 2025 Added 6.86%
$51.8B
$210,000 0.04% of portfolio
1,074
Q2 2025 Added 2.48%
$229B
$231,000 0.04% of portfolio
40
Q4 2023 New
$58.1B
$212,000 0.04% of portfolio
375
Q4 2023 Reduced 19.18%
$24.6B
$218,000 0.04% of portfolio
13,015
Q4 2024 New
$124B
$240,000 0.04% of portfolio
520
Q2 2025 Reduced 59.38%
$0
$229,000 0.04% of portfolio
10,399
Q1 2025 Added 179.39%
$36.4B
$216,000 0.04% of portfolio
1,668
Q4 2024 Reduced 27.29%
$69.9B
$241,000 0.04% of portfolio
5,335
Q4 2024 Added 177.86%
$28.5B
$170,000 0.03% of portfolio
1,663
Q2 2025 Added 2.72%
$0
$197,000 0.03% of portfolio
450
Q1 2024 Reduced 30.23%
$48B
$155,000 0.03% of portfolio
500
Q4 2023 New
$18.2B
$159,000 0.03% of portfolio
4,875
Q4 2023 New
$0
$178,000 0.03% of portfolio
509
Q1 2025 Added 90.64%
$175B
$152,000 0.03% of portfolio
3,519
Q2 2025 Added 2.95%
$0
$197,000 0.03% of portfolio
4,064
Q2 2025 Reduced 3.95%
$0
$151,000 0.03% of portfolio
600
Q4 2023 New
$144B
$152,000 0.03% of portfolio
770
Q1 2025 Added 1.85%
$0
$177,000 0.03% of portfolio
1,951
Q4 2023 New
$173B
$176,000 0.03% of portfolio
335
Q4 2023 New
$240B
$173,000 0.03% of portfolio
544
Q1 2025 Reduced 2.86%
$0
$161,000 0.03% of portfolio
3,700
Q4 2024 New
$212B
$163,000 0.03% of portfolio
2,060
Q2 2025 Reduced 92.9%
$0
$142,000 0.03% of portfolio
2,080
Q2 2025 New
$18.5B
$191,000 0.03% of portfolio
1,180
Q1 2024 Added 100.0%
$0
$152,000 0.03% of portfolio
865
Q2 2025 Reduced 25.3%
$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
$1.19T
$142,000 0.03% of portfolio
628
Q2 2025 Added 25.6%
$91.5B
$162,000 0.03% of portfolio
3,578
Q2 2025 Added 205.29%
$7.81B
$89,000 0.02% of portfolio
2,075
Q2 2025 Added 5.28%
$5.85B
$108,000 0.02% of portfolio
1,200
Q2 2025 Added 1,400.0%
$33.3B
$139,000 0.02% of portfolio
1,470
Q2 2025 Added 3.3%
$26.6B
$106,000 0.02% of portfolio
5,215
Q2 2025 Added 4.82%
$0
$93,000 0.02% of portfolio
1,013
Q2 2025 New
$7.6B
$109,000 0.02% of portfolio
3,018
Q2 2025 Added 4.21%
$24.6B
$119,000 0.02% of portfolio
255
Q2 2024 Added 2.0%
$0
$124,000 0.02% of portfolio
3,012
Q1 2025 Reduced 4.74%
$52B
$93,000 0.02% of portfolio
640
Q1 2025 Reduced 5.19%
$62.1B
$125,000 0.02% of portfolio
1,054
Q4 2024 Reduced 17.53%
$0
$118,000 0.02% of portfolio
2,392
Q2 2025 Reduced 2.21%
$0
$114,000 0.02% of portfolio
955
Q2 2025 Reduced 9.13%
$11.9B
$88,000 0.02% of portfolio
1,194
Q2 2025 Added 5.2%

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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