Security National Bank
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 23, 2025), Security National Bank reported 315 stock positions worth $529.3 million. Its top holding was Nvidia (NVDA) at 9.9% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 9.4%) and Berkshire Hathaway Class B (BRK.B, 6.5%). Compared with Q4 2024, it opened 25 new positions, sold out of 28, added to 74 and reduced 51. The biggest buy was Berkshire Hathaway Class A (BRK.A, shares +17%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −96%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0001719739
- Portfolio Value
- $529.3M (Q1 2025)
- SEC Filing
- 0001719739-25-000002 ↗ filed Apr 23, 2025
Holdings Value
Holdings 315 stocks · $529.3M
| NVDA Nvidia Corp. | 9.86% | 481,477 | $52.2M | Reduce -1.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 9.35% | 62 | $49.5M | Add +17.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 6.55% | 65,056 | $34.6M | Reduce -1.1% |
| AAPL Apple Inc. | 4.89% | 116,638 | $25.9M | Reduce -0.7% |
| MUSA Murphy USA Inc. | 4.72% | 53,215 | $25.0M | Add +5.9% |
| MSFT Microsoft Corp. | 3.48% | 49,087 | $18.4M | Add +11.7% |
| AMZN Amazon.com Inc. | 2.67% | 74,384 | $14.2M | Add +3.6% |
| V Visa Inc. Class A | 2.56% | 38,676 | $13.6M | Add +0.9% |
| PANW Palo Alto Networks Inc. | 2.50% | 77,512 | $13.2M | Add +1.8% |
| TIPX SS SPDR BB 1-10YR Tips ETF | 2.28% | 629,650 | $12.1M | Add +0.8% |
| JEPI JPMorgan Equity Premium Inco | 2.14% | 197,798 | $11.3M | Reduce -0.1% |
| LOW Lowe's Cos Inc. | 1.99% | 45,134 | $10.5M | Add +0.6% |
| SYK Stryker Corp. | 1.86% | 26,481 | $9.9M | Add +2.6% |
| UNH Unitedhealth Group Inc. | 1.71% | 17,278 | $9.0M | Add +0.7% |
| JPM JPMorgan Chase & Co. | 1.71% | 36,793 | $9.0M | Add +4.1% |
| MTH Meritage Homes Corp. | 1.65% | 123,500 | $8.8M | Add +4.2% |
| ZTS Zoetis Inc. | 1.56% | 50,040 | $8.2M | Add +4.5% |
| BX Blackstone Inc. | 1.29% | 48,959 | $6.8M | Add +0.6% |
| BLK BlackRock Inc. | 1.26% | 7,035 | $6.7M | New |
| ASML ASML Holding NV-NY Reg SHS | 1.25% | 9,999 | $6.6M | Add +1.0% |
| GOOGL Alphabet Inc. Class A | 1.25% | 42,832 | $6.6M | Add +10.6% |
| NEE Nextera Energy Inc. | 1.24% | 92,590 | $6.6M | Add +1.7% |
| COST Costco Wholesale Corp. | 1.09% | 6,085 | $5.8M | Add +638.5% |
| MUR Murphy Oil Corp. | 1.07% | 199,857 | $5.7M | Add +0.7% |
| ACN Accenture PLC Class A | 0.96% | 16,260 | $5.1M | Reduce -0.7% |
| IVV iShares Core S&P 500 ETF | 0.96% | 9,026 | $5.1M | Reduce -96.4% |
| TMO Thermo Fisher Scientific Inc. | 0.92% | 9,825 | $4.9M | Reduce -0.8% |
| BR Broadridge Financial Solutio | 0.88% | 19,303 | $4.7M | Reduce -2.2% |
| FANG Diamondback Energy Inc. | 0.86% | 28,617 | $4.6M | Add +1.6% |
| VXF Vanguard Extended Market ETF | 0.86% | 26,355 | $4.5M | Reduce -0.2% |
| GRBK Green Brick Partners Inc. | 0.84% | 76,346 | $4.5M | Add +4.6% |
| TRMB Trimble Inc. | 0.82% | 66,278 | $4.4M | Reduce -0.2% |
| SNPS Synopsys Inc. | 0.82% | 10,060 | $4.3M | Add +7.3% |
| NOW ServiceNow Inc. | 0.80% | 5,316 | $4.2M | Add +20.7% |
| SCCO Southern Copper Corp. | 0.79% | 44,906 | $4.2M | Reduce -7.6% |
| BSX Boston Scientific Corp. | 0.75% | 39,169 | $4.0M | Add +1744.1% |
| VOO Vanguard S&P 500 ETF | 0.73% | 7,482 | $3.8M | Add +2.8% |
| DE Deere & Co. | 0.71% | 7,990 | $3.8M | Add +30.2% |
| AVGO Broadcom Inc. | 0.70% | 22,263 | $3.7M | Add +5.5% |
| KLAC KLA Corp. | 0.70% | 5,442 | $3.7M | Add +18.0% |
| PEP Pepsico Inc. | 0.62% | 21,921 | $3.3M | Reduce -3.4% |
| VMI Valmont Industries | 0.61% | 11,240 | $3.2M | Add +4.4% |
| RTX RTX Corp. | 0.56% | 22,248 | $2.9M | Add +1283.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.53% | 10,290 | $2.8M | Add +0.3% |
| JNJ Johnson & Johnson | 0.50% | 16,076 | $2.7M | Reduce -0.8% |
| HUBB Hubbell Inc. | 0.50% | 8,030 | $2.7M | Add +18.2% |
| MRK Merck & Co. Inc. | 0.49% | 29,025 | $2.6M | Reduce -59.0% |
| CASY Casey's General Stores Inc. | 0.47% | 5,674 | $2.5M | Add +9.8% |
| MA Mastercard Inc. Class A | 0.46% | 4,471 | $2.5M | Reduce -2.1% |
| CB Chubb Ltd. | 0.46% | 8,110 | $2.4M | Add +3.9% |
| NVT Nvent Electric PLC | 0.46% | 46,567 | $2.4M | Reduce -3.1% |
| UNP Union Pacific Corp. | 0.42% | 9,375 | $2.2M | Reduce -4.7% |
| GXO Gxo Logistics Inc. | 0.40% | 53,636 | $2.1M | Reduce -27.7% |
| VTS Vitesse Energy Inc. | 0.33% | 71,944 | $1.8M | Add +26.6% |
| META Meta Platforms Inc. Class A | 0.30% | 2,765 | $1.6M | Add +943.4% |
| MSI Motorola Solutions Inc. | 0.30% | 3,591 | $1.6M | Add +18.0% |
| RPM RPM International Inc. | 0.29% | 13,298 | $1.5M | New |
| OUNZ Vaneck Merk Gold ETF | 0.29% | 50,309 | $1.5M | No change |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.28% | 28,450 | $1.5M | Add +382.9% |
| CAT Caterpillar Inc. | 0.25% | 4,014 | $1.3M | No change |
| XLI SS Industrial Select Sector | 0.25% | 10,098 | $1.3M | New |
| LLY Eli Lilly & Co. | 0.23% | 1,502 | $1.2M | Add +643.6% |
| PHYS Sprott Physical Gold Trust | 0.23% | 50,943 | $1.2M | No change |
| HELO JPMorgan Hedged Equity ETF | 0.23% | 20,234 | $1.2M | Add +0.0% |
| WEC WEC Energy Group Inc. | 0.20% | 9,931 | $1.1M | Reduce -0.8% |
| XOM Exxon Mobil Corp. | 0.20% | 8,866 | $1.1M | Reduce -0.5% |
| GOOG Alphabet Inc. Class C | 0.20% | 6,609 | $1.0M | Reduce -0.8% |
| CPT Camden Property Trust | 0.19% | 8,434 | $1.0M | Add +1.9% |
| KVUE Kenvue Inc. | 0.19% | 41,971 | $1.0M | Reduce -4.1% |
| IVW iShares S&P 500 Growth ETF | 0.19% | 10,832 | $1.0M | Add +5.4% |
| TE T1 Energy Inc. | 0.19% | 781,315 | $984K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 2,068 | $970K | Add +43.2% |
| PCH Potlatchdeltic Corp. | 0.17% | 20,324 | $917K | No change |
| CADE Cadence Bank | 0.17% | 29,829 | $906K | No change |
| HD Home Depot Inc. | 0.15% | 2,155 | $790K | Reduce -13.7% |
| AMGN Amgen Inc. | 0.14% | 2,440 | $760K | Add +69.4% |
| IJR iShares Core S&P Small-Cap E | 0.14% | 7,078 | $740K | Add +2.3% |
| IJH iShares Core S&P Midcap ETF | 0.13% | 12,051 | $703K | Add +1.7% |
| CVX Chevron Corp. | 0.13% | 4,085 | $683K | Add +0.1% |
| HON Honeywell International Inc. | 0.11% | 2,818 | $597K | Reduce -91.0% |
| IWB iShares Russell 1000 ETF | 0.11% | 1,925 | $590K | Add +291.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.11% | 1,044 | $584K | No change |
| LMT Lockheed Martin Corp. | 0.11% | 1,280 | $572K | Reduce -90.8% |
| MCD McDonald's Corp. | 0.10% | 1,717 | $536K | Reduce -3.6% |
| HYD Vaneck High Yield Muni ETF | 0.10% | 10,000 | $512K | New |
| VYM Vanguard High DVD Yield ETF | 0.09% | 3,571 | $461K | Reduce -5.9% |
| TXN Texas Instruments Inc. | 0.08% | 2,497 | $449K | No change |
| SIVR Abrdn Physical Silver Shares | 0.08% | 13,500 | $439K | No change |
| ABT Abbott Laboratories | 0.08% | 3,268 | $434K | Reduce -25.8% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.08% | 9,759 | $432K | No change |
| IDV iShares International Select | 0.08% | 13,443 | $417K | Add +0.1% |
| RF Regions Financial Corp. | 0.07% | 16,916 | $368K | No change |
| ABBV Abbvie Inc. | 0.07% | 1,698 | $356K | Reduce -15.7% |
| ETN Eaton Corp. PLC | 0.07% | 1,300 | $353K | No change |
| FELG Fidelity Enh LRG Cap GWTH | 0.07% | 11,175 | $352K | No change |
| VGT Vanguard Info Tech ETF | 0.07% | 642 | $348K | Reduce -2.4% |
| UNG US Natural Gas Fund LP | 0.07% | 16,030 | $346K | No change |
| KOS Kosmos Energy Ltd. | 0.06% | 146,000 | $333K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.06% | 1,320 | $328K | No change |
| VLO Valero Energy Corp. | 0.06% | 2,481 | $328K | Add +67.5% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $132K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| T1 ENERGY INC | *W EXP 07/09/202 | 1,035,484 | $132K | No change |
Total filed on the 13F, all lines: $529.4M.
Portfolio Sells Q4 2024 → Q1 2025
| IVV iShares Core S&P 500 ETF | Reduce -96.4% | 0.96% | −19.93 |
| IWR iShares Russell Mid-Cap ETF | Reduce -99.9% | 0.01% | −4.02 |
| HON Honeywell International Inc. | Reduce -91.0% | 0.11% | −0.90 |
| LMT Lockheed Martin Corp. | Reduce -90.8% | 0.11% | −0.86 |
| ADBE Adobe Inc. | Reduce -98.7% | 0.01% | −0.85 |
| MRK Merck & Co. Inc. | Reduce -59.0% | 0.49% | −0.51 |
| BHP BHP Group Ltd.-Spon ADR | Sold out | 0.00% | −0.15 |
| GXO Gxo Logistics Inc. | Reduce -27.7% | 0.40% | −0.06 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.04 |
| SW Smurfit Westrock PLC | Sold out | 0.00% | −0.03 |
| S Sentinelone Inc. Class A | Sold out | 0.00% | −0.02 |
| NBIS Nebius Group NV | Sold out | 0.00% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -42.9% | 0.04% | −0.01 |
| KGS Kodiak Gas Services Inc. | Sold out | 0.00% | −0.01 |
| SHE SS SPDR MSCI U Gend Div ETF | Sold out | 0.00% | −0.01 |
| EOG EOG Resources Inc. | Reduce -51.0% | 0.02% | −0.01 |
| QDEF NT Qual Div Def ETF | Sold out | 0.00% | −0.01 |
| SLF Sun Life Financial Inc. | Sold out | 0.00% | −0.01 |
| NVT Nvent Electric PLC | Reduce -3.1% | 0.46% | −0.01 |
| ETHE Grayscale Ethereum Staking E | Reduce -20.4% | 0.01% | −0.01 |
| KSS Kohls Corp. | Sold out | 0.00% | −0.01 |
| VHT Vanguard Health Care ETF | Reduce -54.2% | 0.01% | −0.00 |
| VGIT Vanguard Intermediate-Term T | Sold out | 0.00% | −0.00 |
| SDG Ish MSCI Glob Sust Deve Goal | Sold out | 0.00% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Reduce -33.9% | 0.02% | −0.00 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Sold out | 0.00% | −0.00 |
| NFRA NT GLBL BRD Infra ETF | Sold out | 0.00% | −0.00 |
| GUNR NT Mstar GLBL NR ETF | Sold out | 0.00% | −0.00 |
| JPST JPMorgan Ultra-Short Income | Reduce -37.4% | 0.01% | −0.00 |
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −0.00 |
| BAC Bank of America Corp. | Reduce -50.0% | 0.00% | −0.00 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Sold out | 0.00% | −0.00 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.00 |
| SCHD Schwab US DVD Equity ETF | Reduce -63.5% | 0.00% | −0.00 |
| SCZ iShares MSCI Eafe Small-Cap | Sold out | 0.00% | −0.00 |
| SCHO Schwab Short-Term US Treas | Sold out | 0.00% | −0.00 |
| VGLT Vanguard Long-Term Treasury | Sold out | 0.00% | −0.00 |
| PDBC Invesco Optimum Yield Divers | Sold out | 0.00% | −0.00 |
| STIP iShares 0-5 Year Tips Bond E | Sold out | 0.00% | −0.00 |
| XME SS SPDR S&P Metals Mining | Sold out | 0.00% | −0.00 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −0.00 |
| WBD Warner Bros Discovery Inc. | Reduce -95.0% | 0.00% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.00 |
| AAL American Airlines Group Inc. | Sold out | 0.00% | 0.00 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Sold out | 0.00% | 0.00 |
| NKE Nike Inc. Class B | Reduce -7.3% | 0.01% | +0.00 |
| ILCB iShares Morningstar U.S. Equ | Reduce -10.9% | 0.02% | +0.00 |
| T AT&T Inc. | Reduce -30.5% | 0.02% | +0.00 |
| AXP American Express Co. | Reduce -2.9% | 0.03% | +0.00 |
| MCHP Microchip Technology Inc. | Reduce -3.0% | 0.05% | +0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| BRK.A Berkshire Hathaway Inc. Class A | Add +17.0% | 9.35% | +4.20 |
| BLK BlackRock Inc. | New | 1.26% | +1.26 |
| MUSA Murphy USA Inc. | Add +5.9% | 4.72% | +1.13 |
| COST Costco Wholesale Corp. | Add +638.5% | 1.09% | +0.98 |
| MSFT Microsoft Corp. | Add +11.7% | 3.48% | +0.84 |
| V Visa Inc. Class A | Add +0.9% | 2.56% | +0.83 |
| BSX Boston Scientific Corp. | Add +1744.1% | 0.75% | +0.72 |
| TIPX SS SPDR BB 1-10YR Tips ETF | Add +0.8% | 2.28% | +0.63 |
| SYK Stryker Corp. | Add +2.6% | 1.86% | +0.54 |
| RTX RTX Corp. | Add +1283.6% | 0.56% | +0.53 |
| PANW Palo Alto Networks Inc. | Add +1.8% | 2.50% | +0.52 |
| JPM JPMorgan Chase & Co. | Add +4.1% | 1.71% | +0.50 |
| UNH Unitedhealth Group Inc. | Add +0.7% | 1.71% | +0.47 |
| ZTS Zoetis Inc. | Add +4.5% | 1.56% | +0.44 |
| AMZN Amazon.com Inc. | Add +3.6% | 2.67% | +0.43 |
| LOW Lowe's Cos Inc. | Add +0.6% | 1.99% | +0.41 |
| MTH Meritage Homes Corp. | Add +4.2% | 1.65% | +0.35 |
| DE Deere & Co. | Add +30.2% | 0.71% | +0.34 |
| NEE Nextera Energy Inc. | Add +1.7% | 1.24% | +0.31 |
| RPM RPM International Inc. | New | 0.29% | +0.29 |
| KLAC KLA Corp. | Add +18.0% | 0.70% | +0.28 |
| META Meta Platforms Inc. Class A | Add +943.4% | 0.30% | +0.28 |
| ASML ASML Holding NV-NY Reg SHS | Add +1.0% | 1.25% | +0.27 |
| GRBK Green Brick Partners Inc. | Add +4.6% | 0.84% | +0.25 |
| XLI SS Industrial Select Sector | New | 0.25% | +0.25 |
| JEPQ JPM Nasdaq Equity Premium | Add +382.9% | 0.28% | +0.23 |
| MUR Murphy Oil Corp. | Add +0.7% | 1.07% | +0.22 |
| LLY Eli Lilly & Co. | Add +643.6% | 0.23% | +0.21 |
| FANG Diamondback Energy Inc. | Add +1.6% | 0.86% | +0.21 |
| GOOGL Alphabet Inc. Class A | Add +10.6% | 1.25% | +0.21 |
| CASY Casey's General Stores Inc. | Add +9.8% | 0.47% | +0.17 |
| VOO Vanguard S&P 500 ETF | Add +2.8% | 0.73% | +0.17 |
| SNPS Synopsys Inc. | Add +7.3% | 0.82% | +0.17 |
| CB Chubb Ltd. | Add +3.9% | 0.46% | +0.15 |
| VMI Valmont Industries | Add +4.4% | 0.61% | +0.13 |
| NOW ServiceNow Inc. | Add +20.7% | 0.80% | +0.13 |
| VTS Vitesse Energy Inc. | Add +26.6% | 0.33% | +0.13 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.3% | 0.53% | +0.11 |
| HYD Vaneck High Yield Muni ETF | New | 0.10% | +0.10 |
| MSI Motorola Solutions Inc. | Add +18.0% | 0.30% | +0.10 |
| HUBB Hubbell Inc. | Add +18.2% | 0.50% | +0.10 |
| BX Blackstone Inc. | Add +0.6% | 1.29% | +0.10 |
| AMGN Amgen Inc. | Add +69.4% | 0.14% | +0.09 |
| IWB iShares Russell 1000 ETF | Add +291.3% | 0.11% | +0.09 |
| QQQ Invesco QQQ Trust Series 1 | Add +43.2% | 0.18% | +0.08 |
| CPT Camden Property Trust | Add +1.9% | 0.19% | +0.06 |
| HELO JPMorgan Hedged Equity ETF | Add +0.0% | 0.23% | +0.05 |
| CVX Chevron Corp. | Add +0.1% | 0.13% | +0.04 |
| UBER Uber Technologies Inc. | Add +3000.0% | 0.04% | +0.04 |
| IVW iShares S&P 500 Growth ETF | Add +5.4% | 0.19% | +0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 392 | $837.9M | NVDA, BRK.A, BRK.B, AAPL, MUSA |
| Q1 2026 | 410 | $686.4M | NVDA, BRK.A, BRK.B, AAPL, MUSA |
| Q4 2025 | 372 | $696.3M | NVDA, BRK.A, BRK.B, AAPL, MSFT |
| Q3 2025 | 377 | $652.8M | NVDA, BRK.A, BRK.B, AAPL, MSFT |
| Q2 2025 | 314 | $577.6M | NVDA, BRK.A, BRK.B, MSFT, AAPL |
| Q1 2025 | 315 | $529.3M | NVDA, BRK.A, BRK.B, AAPL, MUSA |
| Q4 2024 | 318 | $700.6M | IVV, NVDA, BRK.A, BRK.B, AAPL |
| Q3 2024 | 282 | $735.9M | IVV, NVDA, BRK.A, BRK.B, IWR |
| Q2 2024 | 287 | $688.5M | IVV, NVDA, BRK.A, IWR, BRK.B |
| Q1 2024 | 277 | $660.6M | IVV, NVDA, BRK.A, IWR, BRK.B |