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
$71.9B
$125,000 0.02% of portfolio
2,000
Q1 2025 New
$8.58B
$108,000 0.02% of portfolio
5,702
Q2 2025 Added 2.48%
$76.4B
$121,000 0.02% of portfolio
450
Q4 2023 New
$183B
$122,000 0.02% of portfolio
225
Q2 2024 Reduced 11.76%
$194B
$117,000 0.02% of portfolio
4,062
Q2 2025 Added 3.99%
$53.1B
$110,000 0.02% of portfolio
450
Q4 2023 New
$378B
$118,000 0.02% of portfolio
2,505
Q2 2025 Added 810.91%
$54B
$131,000 0.02% of portfolio
1,267
Q3 2024 New
$5.27B
$85,000 0.02% of portfolio
2,773
Q2 2025 Added 5.24%
$84.8B
$110,000 0.02% of portfolio
520
Q2 2024 Reduced 38.82%
$44.9B
$99,000 0.02% of portfolio
1,891
Q2 2025 Added 4.88%
$9.27B
$119,000 0.02% of portfolio
2,917
Q2 2025 Added 4.18%
$120B
$107,000 0.02% of portfolio
1,193
Q1 2025 Added 0.42%
$7.91B
$96,000 0.02% of portfolio
553
Q4 2023 New
$0
$133,000 0.02% of portfolio
495
Q4 2023 New
$57.5B
$101,000 0.02% of portfolio
191
Q4 2023 New
$0
$111,000 0.02% of portfolio
569
Q2 2024 Reduced 12.46%
$104B
$119,000 0.02% of portfolio
2,032
Q2 2025 Added 3.83%
$4.61B
$86,000 0.02% of portfolio
2,750
Q2 2024 Reduced 89.25%
$0
$132,000 0.02% of portfolio
7,459
Q2 2025 Reduced 43.13%
$20.2B
$54,000 0.01% of portfolio
2,150
Q4 2024 Reduced 98.97%
$71.8B
$77,000 0.01% of portfolio
645
Q1 2025 Reduced 51.03%
$0
$77,000 0.01% of portfolio
944
Q1 2024 New
$0
$80,000 0.01% of portfolio
3,361
Q2 2025 Added 5.96%
$91.5B
$77,000 0.01% of portfolio
111
Q4 2023 New
$9.29B
$45,000 0.01% of portfolio
2,217
Q4 2024 Added 32.2%
$142B
$61,000 0.01% of portfolio
2,522
Q2 2025 Added 7.69%
$704M
$61,000 0.01% of portfolio
3,845
Q2 2025 Added 7.79%
$219B
$71,000 0.01% of portfolio
576
Q1 2025 Added 0.17%
$48.4B
$39,000 0.01% of portfolio
500
Q2 2024 Reduced 23.66%
$19.9B
$48,000 0.01% of portfolio
1,834
Q2 2025 Added 8.58%
$25.7B
$41,000 0.01% of portfolio
390
Q4 2023 New
$23.1B
$57,000 0.01% of portfolio
600
Q4 2023 New
$39.2B
$42,000 0.01% of portfolio
400
Q4 2023 New
$20.2B
$76,000 0.01% of portfolio
960
Q2 2025 Reduced 65.65%
$0
$57,000 0.01% of portfolio
130
Q4 2023 New
$106B
$41,000 0.01% of portfolio
137
Q1 2024 New
$171B
$69,000 0.01% of portfolio
179
Q1 2025 Reduced 98.69%
$0
$51,000 0.01% of portfolio
1,058
Q2 2025 Reduced 73.93%
$103B
$33,000 0.01% of portfolio
150
Q2 2025 Reduced 21.05%
$414M
$39,000 0.01% of portfolio
2,800
Q4 2023 New
$42.8B
$70,000 0.01% of portfolio
800
Q4 2023 New
$8.08B
$30,000 0.01% of portfolio
297
Q2 2025 Added 17.39%
$94.1B
$72,000 0.01% of portfolio
316
Q2 2025 Added 8.59%
$317B
$71,000 0.01% of portfolio
896
Q4 2023 New
$2.32B
$45,000 0.01% of portfolio
3,952
Q2 2025 Added 10.98%
$2.87B
$59,000 0.01% of portfolio
5,109
Q2 2025 New
$0
$76,000 0.01% of portfolio
3,470
Q2 2025 Added 6.05%
$0
$35,000 0.01% of portfolio
487
Q2 2025 Reduced 43.37%

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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