Security National Bank

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 15, 2026), Security National Bank reported 392 stock positions worth $837.9 million. Its top holding was Nvidia (NVDA) at 10.0% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 5.5%) and Berkshire Hathaway Class B (BRK.B, 4.2%). Compared with Q1 2026, it opened 38 new positions, sold out of 56, added to 86 and reduced 71. The biggest buy was Palo Alto Networks (PANW, shares +3%) and the biggest sale Nvidia (NVDA, shares −1%).

Most Recent 13F
Q2 2026
Location
OMAHA, NE
CIK
0001719739
Portfolio Value
$837.9M (Q2 2026)
SEC Filing
0001719739-26-000003 ↗ filed Jul 15, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $660.6M Q1 2024 Q2 2024: $688.5M Q2 2024 Q3 2024: $735.9M Q3 2024 Q4 2024: $700.6M Q4 2024 Q1 2025: $529.3M Q1 2025 Q2 2025: $577.6M Q2 2025 Q3 2025: $652.8M Q3 2025 Q4 2025: $696.3M Q4 2025 Q1 2026: $686.4M Q1 2026 Q2 2026: $837.9M $837.9M Q2 2026

Holdings 392 stocks · $837.9M

NVDA Nvidia Corp. 9.98% 418,109 $83.7M Reduce -1.4%
BRK.A Berkshire Hathaway Inc. Class A 5.54% 62 $46.4M No change
BRK.B Berkshire Hathaway Inc. Class B 4.19% 70,189 $35.1M Add +1.5%
AAPL Apple Inc. 3.83% 111,008 $32.1M Reduce -0.5%
MUSA Murphy USA Inc. 3.56% 55,343 $29.8M Add +5.2%
PANW Palo Alto Networks Inc. 3.45% 84,869 $28.9M Add +2.8%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 2.85% 11,993 $23.9M Add +2.0%
GLW Corning Inc. 2.53% 83,070 $21.2M Add +3.5%
KLAC KLA Corp. 2.48% 68,998 $20.8M Add +3.5%
AMZN Amazon.com Inc. 2.36% 82,891 $19.8M Add +4.0%
MSFT Microsoft Corp. 2.35% 52,745 $19.7M Add +5.0%
GOOGL Alphabet Inc. Class A 2.13% 49,838 $17.8M Add +4.8%
RTX RTX Corp. 1.82% 80,315 $15.2M Add +10.0%
V Visa Inc. Class A 1.79% 43,714 $15.0M Add +7.0%
JPM JPMorgan Chase & Co. 1.70% 43,630 $14.3M Add +10.4%
OUNZ Vaneck Merk Gold ETF 1.48% 321,957 $12.4M Add +13.8%
TIPX SS SPDR BB 1-10YR Tips ETF 1.47% 650,277 $12.3M Add +0.3%
HOLA JPM Intll HDG Eq LDDR Ovrly filed as J P MORGAN EXCHANGE TRADED F 1.42% 214,519 $11.9M Reduce -17.5%
AVGO Broadcom Inc. 1.39% 30,857 $11.7M Add +35.2%
IVV iShares Core S&P 500 ETF 1.37% 15,348 $11.5M Add +7.3%
FPS Forgent Power Solutions Class A 1.33% 199,710 $11.2M New
LOW Lowe's Cos Inc. 1.31% 49,861 $11.0M Add +8.8%
BINV Brandes International ETF 1.28% 256,388 $10.8M Add +13.3%
MTH Meritage Homes Corp. 1.24% 123,500 $10.4M No change
SCCO Southern Copper Corp. 1.22% 58,802 $10.2M Add +8.7%
SYK Stryker Corp. 1.18% 31,409 $9.9M Add +8.7%
NEE Nextera Energy Inc. 1.18% 112,578 $9.9M Add +10.9%
BLK BlackRock Inc. 1.12% 9,771 $9.4M Add +9.8%
DIVO Amplify CWP Enhan Divid ETF 1.04% 190,012 $8.7M Add +7.8%
VMI Valmont Industries 1.03% 14,981 $8.7M Add +34.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.01% 30,105 $8.5M Add +25.8%
GRBK Green Brick Partners Inc. 1.00% 104,768 $8.4M Add +13.1%
COST Costco Wholesale Corp. 0.94% 8,378 $7.8M Add +14.1%
DE Deere & Co. 0.91% 12,063 $7.7M Add +17.9%
FANG Diamondback Energy Inc. 0.90% 42,790 $7.5M Add +28.0%
HUBB Hubbell Inc. 0.88% 14,050 $7.4M Add +21.4%
NVT Nvent Electric PLC 0.87% 43,127 $7.3M Reduce -10.4%
TMO Thermo Fisher Scientific Inc. 0.84% 14,095 $7.1M Add +18.5%
JPST JPMorgan Ultra-Short Income 0.81% 134,419 $6.8M Add +4.8%
SNPS Synopsys Inc. 0.80% 15,082 $6.7M Add +17.2%
MUR Murphy Oil Corp. 0.77% 198,384 $6.5M Add +0.3%
VXF Vanguard Extended Market ETF 0.77% 26,187 $6.4M Reduce -0.5%
SN Sharkninja Inc. 0.76% 41,713 $6.4M Add +38.8%
CAT Caterpillar Inc. 0.71% 5,549 $5.9M Reduce -0.8%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.66% 68,820 $5.5M New
CASY Casey's General Stores Inc. 0.58% 6,163 $4.9M Reduce -4.7%
TRMB Trimble Inc. 0.57% 93,205 $4.8M Add +21.6%
VOO Vanguard S&P 500 ETF 0.49% 5,978 $4.1M Reduce -3.5%
VTI VG Morningstar TS MKT ETF-US 0.47% 10,719 $4.0M Reduce -2.0%
JEPI JPMorgan Equity Premium Inco 0.47% 69,402 $3.9M Reduce -0.1%
JNJ Johnson & Johnson 0.46% 15,085 $3.8M Reduce -1.6%
TE T1 Energy Inc. 0.44% 391,315 $3.7M Reduce -49.9%
CDX Simplify High Yield ETF 0.44% 173,368 $3.7M Reduce -20.6%
ACWX iShares MSCI Acwi Ex US ETF 0.43% 47,891 $3.6M Add +289.3%
CB Chubb Ltd. 0.41% 10,056 $3.4M Reduce -1.1%
BSX Boston Scientific Corp. 0.38% 74,682 $3.2M Add +52.3%
WM Waste Management Inc. 0.37% 13,828 $3.1M Add +6.3%
IVW iShares S&P 500 Growth ETF 0.36% 22,031 $3.0M Add +2.8%
MA Mastercard Inc. Class A 0.36% 5,812 $3.0M Reduce -0.5%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.33% 45,570 $2.8M Add +18.5%
LLY Eli Lilly & Co. 0.33% 2,326 $2.8M Add +8.1%
QQQ Invesco QQQ Trust Series 1 0.33% 3,714 $2.7M Reduce -15.3%
IBIT iShares Bitcoin Trust ETF 0.30% 74,276 $2.5M New
TSLA Tesla Inc. 0.28% 5,676 $2.4M Add +471.6%
GOOG Alphabet Inc. Class C 0.28% 6,661 $2.4M Reduce -2.6%
MSI Motorola Solutions Inc. 0.27% 5,424 $2.3M Add +4.2%
MO Altria Group Inc. 0.27% 31,147 $2.2M No change
HELO JPMorgan Hedged Equity ETF 0.27% 32,867 $2.2M Add +16.3%
OPPJ Wisdomtree Japan Opportuniti 0.25% 36,762 $2.1M Add +137.3%
FOSL Fossil Group Inc. 0.24% 493,204 $2.0M New
WEC WEC Energy Group Inc. 0.24% 17,400 $2.0M Add +0.8%
PG The Procter & Gamble Co. 0.23% 13,139 $1.9M Add +3.5%
ABT Abbott Laboratories 0.23% 21,038 $1.9M Add +7.9%
UNP Union Pacific Corp. 0.22% 6,739 $1.8M Reduce -26.3%
RPM RPM International Inc. 0.21% 15,905 $1.8M Reduce -0.1%
AZN Astrazeneca PLC 0.20% 8,964 $1.7M New
IPAC iShares Core MSCI Pacific Et 0.20% 20,066 $1.6M Add +214.9%
PHYS Sprott Physical Gold Trust 0.19% 52,038 $1.6M Add +2.1%
GSEW Goldman Sachs Eql WGHT Large 0.18% 16,021 $1.5M Add +49.1%
HBAN Huntington Bancshares Inc. 0.18% 84,931 $1.5M No change
MPLX MPLX LP 0.18% 26,222 $1.5M New
HD Home Depot Inc. 0.17% 4,138 $1.5M Add +7.5%
WDEF WT Europe Defensed FD 0.17% 52,347 $1.4M Reduce -28.9%
CRWD CrowdStrike Holdings Inc. Class A 0.17% 1,838 $1.4M Add +155.3%
PAAA Pgim Aaa Clo ETF 0.16% 25,504 $1.3M New
FTRI First Trust Indxx Global Nat 0.15% 78,983 $1.3M Add +25.4%
XOM Exxon Mobil Corp. 0.14% 8,685 $1.2M Reduce -0.1%
SIVR Abrdn Physical Silver Shares 0.14% 20,534 $1.2M No change
MAR Marriott International Class A 0.14% 3,061 $1.1M Reduce -2.8%
RCL Royal Caribbean Cruises Ltd. 0.12% 3,047 $968K Reduce -2.4%
IJH iShares Core S&P Midcap ETF 0.11% 12,393 $956K No change
EMXC iShares MSCI Emr MRK Ex Chna 0.11% 9,058 $927K New
IJR iShares Core S&P Small-Cap E 0.11% 6,140 $911K Reduce -3.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.11% 1,195 $892K Add +5.8%
TSM Taiwan Semiconductor-SP ADR 0.10% 1,779 $850K Add +53.9%
RYN Rayonier Inc. 0.09% 36,239 $771K No change
SBUX Starbucks Corp. 0.09% 7,193 $735K Reduce -8.2%
DVN Devon Energy Corp. 0.08% 17,106 $707K Add +5.4%
BSV Vanguard Short-Term Bond ETF 0.08% 9,030 $704K Reduce -4.8%
CVX Chevron Corp. 0.08% 3,839 $636K Add +2.4%

Show all 392 holdings

Portfolio Sells Q1 2026 → Q2 2026

NVDA Nvidia Corp. Reduce -1.4% 9.98% −0.79
HOLA JPM Intll HDG Eq LDDR Ovrly Reduce -17.5% 1.42% −0.57
NOW ServiceNow Inc. Reduce -99.4% 0.00% −0.43
BR Broadridge Financial Solutio Reduce -96.0% 0.01% −0.39
AAPL Apple Inc. Reduce -0.5% 3.83% −0.29
CDX Simplify High Yield ETF Reduce -20.6% 0.44% −0.24
WDEF WT Europe Defensed FD Reduce -28.9% 0.17% −0.16
JEPI JPMorgan Equity Premium Inco Reduce -0.1% 0.47% −0.11
UNP Union Pacific Corp. Reduce -26.3% 0.22% −0.10
CASY Casey's General Stores Inc. Reduce -4.7% 0.58% −0.10
VTS Vitesse Energy Inc. Reduce -97.5% 0.00% −0.10
JNJ Johnson & Johnson Reduce -1.6% 0.46% −0.09
CB Chubb Ltd. Reduce -1.1% 0.41% −0.07
XOM Exxon Mobil Corp. Reduce -0.1% 0.14% −0.07
PEP Pepsico Inc. Reduce -46.8% 0.04% −0.07
HON Honeywell International Inc. Sold out 0.00% −0.07
MA Mastercard Inc. Class A Reduce -0.5% 0.36% −0.07
TE T1 Energy Inc. Reduce -49.9% 0.44% −0.06
VOO Vanguard S&P 500 ETF Reduce -3.5% 0.49% −0.05
QQQ Invesco QQQ Trust Series 1 Reduce -15.3% 0.33% −0.04
VTI VG Morningstar TS MKT ETF-US Reduce -2.0% 0.47% −0.04
ZTS Zoetis Inc. Reduce -19.2% 0.02% −0.03
ISRG Intuitive Surgical Inc. Reduce -0.1% 0.07% −0.03
META Meta Platforms Inc. Class A Reduce -18.5% 0.05% −0.03
GDX Vaneck Gold Miners ETF Reduce -8.2% 0.04% −0.03
MCD McDonald's Corp. Reduce -5.5% 0.05% −0.03
BSV Vanguard Short-Term Bond ETF Reduce -4.8% 0.08% −0.02
CRM Salesforce Inc. Reduce -0.5% 0.05% −0.02
DINO HF Sinclair Corp. Sold out 0.00% −0.02
MCHP Microchip Technology Inc. Reduce -46.9% 0.03% −0.02
IAU iShares Gold Trust Reduce -10.5% 0.03% −0.02
RPM RPM International Inc. Reduce -0.1% 0.21% −0.02
VXF Vanguard Extended Market ETF Reduce -0.5% 0.77% −0.02
SLV iShares Silver Trust Reduce -6.1% 0.03% −0.02
MAR Marriott International Class A Reduce -2.8% 0.14% −0.01
SBUX Starbucks Corp. Reduce -8.2% 0.09% −0.01
ACN Accenture PLC Class A Sold out 0.00% −0.01
VST Vistra Corp. Reduce -25.0% 0.02% −0.01
UBER Uber Technologies Inc. Reduce -21.3% 0.02% −0.01
GXO Gxo Logistics Inc. Sold out 0.00% −0.01
SFD Smithfield Foods Inc. Sold out 0.00% −0.01
ISTB iShares Core 1-5 Year Usd Bo Reduce -24.3% 0.02% −0.01
CTRA Coterra Energy Inc. Sold out 0.00% −0.01
BPRE Bluerock Private Real Estate Sold out 0.00% −0.01
NOBL Proshares S&P 500 Dividend A Sold out 0.00% −0.01
RCL Royal Caribbean Cruises Ltd. Reduce -2.4% 0.12% −0.01
RSG Republic Services Inc. Reduce -0.6% 0.03% −0.01
COF Capital One Financial Corp. Reduce -57.7% 0.01% −0.01
QUAL iShares MSCI USA Quality Fac Reduce -92.7% 0.00% −0.01
PAYX Paychex Inc. Sold out 0.00% −0.01

Portfolio Buys Q1 2026 → Q2 2026

PANW Palo Alto Networks Inc. Add +2.8% 3.45% +1.53
FPS Forgent Power Solutions Class A New 1.33% +1.33
KLAC KLA Corp. Add +3.5% 2.48% +1.05
GLW Corning Inc. Add +3.5% 2.53% +0.94
VO Vngrd Mrngstr MD-Cap ETF-Usd New 0.66% +0.66
ASML ASML Holding NV-NY Reg SHS Add +2.0% 2.85% +0.58
VMI Valmont Industries Add +34.0% 1.03% +0.38
AVGO Broadcom Inc. Add +35.2% 1.39% +0.36
ACWX iShares MSCI Acwi Ex US ETF Add +289.3% 0.43% +0.31
IBIT iShares Bitcoin Trust ETF New 0.30% +0.30
SN Sharkninja Inc. Add +38.8% 0.76% +0.29
FOSL Fossil Group Inc. New 0.24% +0.24
TSLA Tesla Inc. Add +471.6% 0.28% +0.23
AZN Astrazeneca PLC New 0.20% +0.20
MPLX MPLX LP New 0.18% +0.18
IBM Intl Business Machines Corp. Add +25.8% 1.01% +0.17
PAAA Pgim Aaa Clo ETF New 0.16% +0.16
GOOGL Alphabet Inc. Class A Add +4.8% 2.13% +0.13
GRBK Green Brick Partners Inc. Add +13.1% 1.00% +0.13
OPPJ Wisdomtree Japan Opportuniti Add +137.3% 0.25% +0.13
CRWD CrowdStrike Holdings Inc. Class A Add +155.3% 0.17% +0.13
IPAC iShares Core MSCI Pacific Et Add +214.9% 0.20% +0.13
EMXC iShares MSCI Emr MRK Ex Chna New 0.11% +0.11
DE Deere & Co. Add +17.9% 0.91% +0.07
SNPS Synopsys Inc. Add +17.2% 0.80% +0.06
USO United States Oil Fund LP Add +432.1% 0.08% +0.05
BNO United States Brent Oil Fund Add +454.0% 0.07% +0.05
HUBB Hubbell Inc. Add +21.4% 0.88% +0.05
GSEW Goldman Sachs Eql WGHT Large Add +49.1% 0.18% +0.05
IVE iShares S&P 500 Value ETF Add +303.7% 0.06% +0.04
LLY Eli Lilly & Co. Add +8.1% 0.33% +0.04
TSM Taiwan Semiconductor-SP ADR Add +53.9% 0.10% +0.04
NLR Vaneck Urani & Nuclr ETF-Usd New 0.03% +0.03
XOP SS SPDR S&P Og Exp & Prod New 0.03% +0.03
ETHA iShares Ethereum Trust ETF New 0.03% +0.03
RONB Baron First Principles ETF New 0.03% +0.03
QCOM Qualcomm Inc. Add +121.7% 0.04% +0.03
JEPQ JPM Nasdaq Equity Premium Add +18.5% 0.33% +0.02
JTEK JPMorgan US Tech Leaders New 0.02% +0.02
IHI iShares U.S. Medical Devices New 0.02% +0.02
JPM JPMorgan Chase & Co. Add +10.4% 1.70% +0.01
DEO Diageo PLC-Sponsored ADR New 0.01% +0.01
IVV iShares Core S&P 500 ETF Add +7.3% 1.37% +0.01
EPD Enterprise Products Partners Add +268.7% 0.01% +0.01
IVW iShares S&P 500 Growth ETF Add +2.8% 0.36% +0.01
AMCR Amcor PLC New 0.01% +0.01
BBDC Barings BDC Inc. New 0.01% +0.01
GEV GE Vernova Inc. Add +2.6% 0.05% +0.01
FLY Firefly Aerospace Inc. New 0.01% +0.01
OXLC Oxford Lane Capital Corp. New 0.00% +0.00

Notes & Other Activity Q1 2026 → Q2 2026

T1 ENERGY INC *W EXP 07/09/202 Sold out 1,035,484 $242Kbefore exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 392$837.9MNVDA, BRK.A, BRK.B, AAPL, MUSA
Q1 2026 410$686.4MNVDA, BRK.A, BRK.B, AAPL, MUSA
Q4 2025 372$696.3MNVDA, BRK.A, BRK.B, AAPL, MSFT
Q3 2025 377$652.8MNVDA, BRK.A, BRK.B, AAPL, MSFT
Q2 2025 314$577.6MNVDA, BRK.A, BRK.B, MSFT, AAPL
Q1 2025 315$529.3MNVDA, BRK.A, BRK.B, AAPL, MUSA
Q4 2024 318$700.6MIVV, NVDA, BRK.A, BRK.B, AAPL
Q3 2024 282$735.9MIVV, NVDA, BRK.A, BRK.B, IWR
Q2 2024 287$688.5MIVV, NVDA, BRK.A, IWR, BRK.B
Q1 2024 277$660.6MIVV, NVDA, BRK.A, IWR, BRK.B