Security National Bank
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 5, 2026), Security National Bank reported 372 stock positions worth $696.3 million. Its top holding was Nvidia (NVDA) at 11.6% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 6.7%) and Berkshire Hathaway Class B (BRK.B, 5.0%). Compared with Q3 2025, it opened 24 new positions, sold out of 29, added to 89 and reduced 51. The biggest buy was a new position in JPM Intll HDG Eq LDDR Ovrly (HOLA) and the biggest sale Nvidia (NVDA, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0001719739
- Portfolio Value
- $696.3M (Q4 2025)
- SEC Filing
- 0001719739-26-000001 ↗ filed Feb 5, 2026
Holdings Value
Holdings 372 stocks · $696.3M
| NVDA Nvidia Corp. | 11.57% | 432,009 | $80.6M | Reduce -5.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 6.72% | 62 | $46.8M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 5.04% | 69,757 | $35.1M | Add +0.0% |
| AAPL Apple Inc. | 4.39% | 112,396 | $30.6M | Add +0.2% |
| MSFT Microsoft Corp. | 3.46% | 49,855 | $24.1M | Add +0.6% |
| MUSA Murphy USA Inc. | 3.05% | 52,620 | $21.2M | No change |
| AMZN Amazon.com Inc. | 2.61% | 78,860 | $18.2M | Add +2.1% |
| PANW Palo Alto Networks Inc. | 2.18% | 82,379 | $15.2M | Reduce -0.3% |
| HOLA JPM Intll HDG Eq LDDR Ovrly filed as J P MORGAN EXCHANGE TRADED F | 2.12% | 281,899 | $14.7M | New |
| GOOGL Alphabet Inc. Class A | 2.09% | 46,515 | $14.6M | Add +1.5% |
| V Visa Inc. Class A | 2.00% | 39,792 | $14.0M | Add +1.2% |
| RTX RTX Corp. | 1.88% | 71,452 | $13.1M | Add +27.6% |
| ASML ASML Holding NV-NY Reg SHS | 1.80% | 11,687 | $12.5M | Add +0.7% |
| JPM JPMorgan Chase & Co. | 1.78% | 38,558 | $12.4M | Add +0.2% |
| TIPX SS SPDR BB 1-10YR Tips ETF | 1.74% | 633,464 | $12.1M | Add +3.5% |
| OUNZ Vaneck Merk Gold ETF | 1.59% | 267,425 | $11.1M | Add +13.6% |
| LOW Lowe's Cos Inc. | 1.56% | 45,184 | $10.9M | Reduce -0.4% |
| SYK Stryker Corp. | 1.44% | 28,506 | $10.0M | Add +1.4% |
| IVV iShares Core S&P 500 ETF | 1.33% | 13,474 | $9.2M | Add +22.1% |
| BINV Brandes International ETF | 1.22% | 211,795 | $8.5M | New |
| MTH Meritage Homes Corp. | 1.17% | 123,500 | $8.1M | No change |
| AVGO Broadcom Inc. | 1.15% | 23,149 | $8.0M | Add +0.1% |
| KLAC KLA Corp. | 1.15% | 6,589 | $8.0M | Add +2.4% |
| BLK BlackRock Inc. | 1.15% | 7,477 | $8.0M | Add +2.0% |
| NEE Nextera Energy Inc. | 1.15% | 99,450 | $8.0M | Add +1.5% |
| BX Blackstone Inc. | 1.11% | 50,264 | $7.7M | Add +0.1% |
| SCCO Southern Copper Corp. | 1.10% | 53,155 | $7.6M | Add +1.9% |
| DIVO Amplify CWP Enhan Divid ETF | 1.09% | 171,320 | $7.6M | Add +3.5% |
| TMO Thermo Fisher Scientific Inc. | 0.97% | 11,711 | $6.8M | Add +3.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.94% | 22,011 | $6.5M | Add +38.5% |
| GLW Corning Inc. | 0.91% | 72,523 | $6.4M | Add +340.4% |
| MUR Murphy Oil Corp. | 0.90% | 199,471 | $6.2M | No change |
| COST Costco Wholesale Corp. | 0.88% | 7,080 | $6.1M | Add +3.0% |
| NOW ServiceNow Inc. | 0.87% | 39,556 | $6.1M | Add +9.8% |
| JPST JPMorgan Ultra-Short Income | 0.86% | 118,610 | $6.0M | Add +4.0% |
| SNPS Synopsys Inc. | 0.85% | 12,647 | $5.9M | Add +3.3% |
| TRMB Trimble Inc. | 0.83% | 73,871 | $5.8M | Add +0.7% |
| GRBK Green Brick Partners Inc. | 0.81% | 89,609 | $5.6M | Add +5.0% |
| VXF Vanguard Extended Market ETF | 0.79% | 26,355 | $5.5M | No change |
| TE T1 Energy Inc. | 0.75% | 781,315 | $5.2M | No change |
| HUBB Hubbell Inc. | 0.70% | 11,053 | $4.9M | Add +4.3% |
| GXO Gxo Logistics Inc. | 0.70% | 92,824 | $4.9M | Add +2.5% |
| VOO Vanguard S&P 500 ETF | 0.67% | 7,481 | $4.7M | Reduce -8.3% |
| BSX Boston Scientific Corp. | 0.67% | 48,675 | $4.6M | Reduce -2.3% |
| DE Deere & Co. | 0.66% | 9,897 | $4.6M | Add +2.8% |
| VMI Valmont Industries | 0.65% | 11,240 | $4.5M | No change |
| NVT Nvent Electric PLC | 0.65% | 44,332 | $4.5M | Add +0.3% |
| FANG Diamondback Energy Inc. | 0.65% | 30,057 | $4.5M | Reduce -0.2% |
| CDX Simplify High Yield ETF | 0.64% | 199,112 | $4.4M | Add +11.2% |
| BR Broadridge Financial Solutio | 0.55% | 17,098 | $3.8M | Add +1.5% |
| JEPI JPMorgan Equity Premium Inco | 0.54% | 66,176 | $3.8M | Reduce -4.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.52% | 10,831 | $3.6M | Reduce -28.6% |
| CASY Casey's General Stores Inc. | 0.51% | 6,383 | $3.5M | Add +8.8% |
| MA Mastercard Inc. Class A | 0.49% | 5,940 | $3.4M | Add +13.2% |
| CAT Caterpillar Inc. | 0.46% | 5,648 | $3.2M | Add +19.5% |
| JNJ Johnson & Johnson | 0.45% | 15,213 | $3.1M | Reduce -2.6% |
| CB Chubb Ltd. | 0.45% | 10,045 | $3.1M | Add +11.4% |
| WM Waste Management Inc. | 0.40% | 12,769 | $2.8M | Add +6.0% |
| SN Sharkninja Inc. | 0.36% | 22,117 | $2.5M | New |
| IVW iShares S&P 500 Growth ETF | 0.35% | 19,933 | $2.5M | Add +28.6% |
| LLY Eli Lilly & Co. | 0.34% | 2,172 | $2.3M | Add +23.4% |
| ABT Abbott Laboratories | 0.33% | 18,317 | $2.3M | Add +2.2% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.32% | 38,106 | $2.2M | Add +13.4% |
| GOOG Alphabet Inc. Class C | 0.31% | 6,873 | $2.2M | Add +3.0% |
| UNP Union Pacific Corp. | 0.31% | 9,201 | $2.1M | Reduce -0.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.29% | 3,255 | $2.0M | Add +23.1% |
| MSI Motorola Solutions Inc. | 0.26% | 4,737 | $1.8M | Add +18.8% |
| WEC WEC Energy Group Inc. | 0.26% | 17,027 | $1.8M | Add +78.2% |
| PG The Procter & Gamble Co. | 0.24% | 11,797 | $1.7M | Reduce -0.5% |
| PHYS Sprott Physical Gold Trust | 0.24% | 50,943 | $1.7M | No change |
| HELO JPMorgan Hedged Equity ETF | 0.22% | 23,250 | $1.5M | Add +16.9% |
| RPM RPM International Inc. | 0.22% | 14,688 | $1.5M | Add +7.9% |
| SIVR Abrdn Physical Silver Shares | 0.20% | 20,534 | $1.4M | Add +0.3% |
| HD Home Depot Inc. | 0.19% | 3,836 | $1.3M | Add +20.7% |
| CADE Cadence Bank | 0.18% | 29,829 | $1.3M | No change |
| XOM Exxon Mobil Corp. | 0.15% | 8,562 | $1.0M | Reduce -3.4% |
| MAR Marriott International Class A | 0.14% | 3,187 | $989K | Add +84.4% |
| RCL Royal Caribbean Cruises Ltd. | 0.13% | 3,128 | $872K | Add +108.1% |
| ISRG Intuitive Surgical Inc. | 0.12% | 1,521 | $861K | Add +78.5% |
| GSEW Goldman Sachs Eql WGHT Large | 0.12% | 9,918 | $844K | Add +68.8% |
| IJH iShares Core S&P Midcap ETF | 0.12% | 12,222 | $807K | Add +3.1% |
| PCH Potlatchdeltic Corp. | 0.11% | 19,928 | $793K | Reduce -0.0% |
| PEP Pepsico Inc. | 0.11% | 5,508 | $791K | Reduce -13.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.11% | 1,129 | $770K | Add +8.1% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.11% | 11,268 | $756K | Add +31.9% |
| IJR iShares Core S&P Small-Cap E | 0.11% | 6,193 | $744K | Reduce -10.7% |
| CRM Salesforce Inc. | 0.10% | 2,638 | $699K | Add +112.7% |
| FTRI First Trust Indxx Global Nat | 0.10% | 43,343 | $679K | Add +10845.2% |
| SBUX Starbucks Corp. | 0.09% | 7,772 | $654K | Add +94.5% |
| IWB iShares Russell 1000 ETF | 0.09% | 1,716 | $641K | Reduce -7.9% |
| MO Altria Group Inc. | 0.09% | 10,937 | $631K | No change |
| VTS Vitesse Energy Inc. | 0.09% | 32,108 | $618K | Reduce -61.7% |
| DVN Devon Energy Corp. | 0.09% | 16,311 | $597K | Add +94.5% |
| AMGN Amgen Inc. | 0.08% | 1,759 | $576K | No change |
| CVX Chevron Corp. | 0.08% | 3,736 | $569K | No change |
| IDV iShares International Select | 0.08% | 13,697 | $540K | No change |
| MCD McDonald's Corp. | 0.07% | 1,697 | $519K | Reduce -1.2% |
| VGT Vanguard Info Tech ETF | 0.07% | 620 | $467K | Reduce -1.1% |
| SKYH SKY Harbour Group Corp. | 0.07% | 52,038 | $467K | No change |
| RF Regions Financial Corp. | 0.07% | 17,149 | $465K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $1.2M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| T1 ENERGY INC | *W EXP 07/09/202 | 1,035,484 | $1.2M | No change |
Total filed on the 13F, all lines: $697.5M.
Portfolio Sells Q3 2025 → Q4 2025
| NVDA Nvidia Corp. | Reduce -5.6% | 11.57% | −1.51 |
| ZTS Zoetis Inc. | Reduce -93.8% | 0.06% | −1.15 |
| PANW Palo Alto Networks Inc. | Reduce -0.3% | 2.18% | −0.40 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -28.6% | 0.52% | −0.24 |
| VTS Vitesse Energy Inc. | Reduce -61.7% | 0.09% | −0.21 |
| LOW Lowe's Cos Inc. | Reduce -0.4% | 1.56% | −0.18 |
| META Meta Platforms Inc. Class A | Reduce -64.8% | 0.06% | −0.15 |
| CPT Camden Property Trust | Sold out | 0.00% | −0.13 |
| KVUE Kenvue Inc. | Reduce -96.1% | 0.00% | −0.10 |
| VOO Vanguard S&P 500 ETF | Reduce -8.3% | 0.67% | −0.09 |
| BSX Boston Scientific Corp. | Reduce -2.3% | 0.67% | −0.08 |
| JEPI JPMorgan Equity Premium Inco | Reduce -4.4% | 0.54% | −0.06 |
| BFST Business First Bancshares | Sold out | 0.00% | −0.06 |
| VEU Vanguard Ftse All-World Ex-U | Sold out | 0.00% | −0.05 |
| RACE Ferrari NV | Reduce -99.1% | 0.00% | −0.05 |
| VYM Vanguard High DVD Yield ETF | Reduce -54.4% | 0.03% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -0.5% | 0.24% | −0.04 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -57.9% | 0.02% | −0.03 |
| UNP Union Pacific Corp. | Reduce -0.7% | 0.31% | −0.03 |
| OKTA Okta Inc. | Sold out | 0.00% | −0.03 |
| FBND Fidelity Total Bond ETF | Sold out | 0.00% | −0.02 |
| VST Vistra Corp. | Reduce -19.7% | 0.04% | −0.02 |
| PEP Pepsico Inc. | Reduce -13.1% | 0.11% | −0.02 |
| ENB Enbridge Inc. | Reduce -67.2% | 0.01% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -10.7% | 0.11% | −0.02 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Reduce -18.5% | 0.05% | −0.02 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Sold out | 0.00% | −0.02 |
| WMB Williams Cos Inc. | Reduce -66.7% | 0.01% | −0.01 |
| NNN NNN REIT Inc. | Sold out | 0.00% | −0.01 |
| HCA HCA Healthcare Inc. | Sold out | 0.00% | −0.01 |
| IWB iShares Russell 1000 ETF | Reduce -7.9% | 0.09% | −0.01 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.01 |
| IPG Interpublic Group of Cos Inc. | Sold out | 0.00% | −0.01 |
| OPEN Opendoor Technologies Inc. | Sold out | 0.00% | −0.01 |
| MFIC Midcap Financial Investment | Sold out | 0.00% | −0.01 |
| FANG Diamondback Energy Inc. | Reduce -0.2% | 0.65% | −0.01 |
| TSLA Tesla Inc. | Reduce -13.8% | 0.05% | −0.01 |
| VCRB Vanguard Core Bond ETF | Sold out | 0.00% | −0.01 |
| PCH Potlatchdeltic Corp. | Reduce -0.0% | 0.11% | −0.01 |
| BND Vanguard Total Bond Market | Reduce -98.9% | 0.00% | −0.01 |
| XLRE SS Real Estate Select Sector | Reduce -47.3% | 0.01% | −0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -6.3% | 0.05% | −0.01 |
| PCAR Paccar Inc. | Reduce -37.4% | 0.01% | −0.01 |
| VCIT Vanguard Int-Term Corporate | Reduce -8.4% | 0.05% | −0.01 |
| SIRI Sirius XM Holdings Inc. | Sold out | 0.00% | −0.01 |
| MCD McDonald's Corp. | Reduce -1.2% | 0.07% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -10.9% | 0.02% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -3.4% | 0.15% | −0.01 |
| MDY State Street SPDR S&P Midcap | Reduce -52.0% | 0.00% | −0.01 |
| VGT Vanguard Info Tech ETF | Reduce -1.1% | 0.07% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| HOLA JPM Intll HDG Eq LDDR Ovrly | New | 2.12% | +2.12 |
| BINV Brandes International ETF | New | 1.22% | +1.22 |
| GLW Corning Inc. | Add +340.4% | 0.91% | +0.71 |
| RTX RTX Corp. | Add +27.6% | 1.88% | +0.45 |
| GOOGL Alphabet Inc. Class A | Add +1.5% | 2.09% | +0.38 |
| SN Sharkninja Inc. | New | 0.36% | +0.36 |
| OUNZ Vaneck Merk Gold ETF | Add +13.6% | 1.59% | +0.25 |
| IBM Intl Business Machines Corp. | Add +38.5% | 0.94% | +0.25 |
| IVV iShares Core S&P 500 ETF | Add +22.1% | 1.33% | +0.19 |
| TMO Thermo Fisher Scientific Inc. | Add +3.6% | 0.97% | +0.13 |
| LLY Eli Lilly & Co. | Add +23.4% | 0.34% | +0.13 |
| SCCO Southern Copper Corp. | Add +1.9% | 1.10% | +0.13 |
| CAT Caterpillar Inc. | Add +19.5% | 0.46% | +0.12 |
| FTRI First Trust Indxx Global Nat | Add +10845.2% | 0.10% | +0.10 |
| WEC WEC Energy Group Inc. | Add +78.2% | 0.26% | +0.09 |
| KLAC KLA Corp. | Add +2.4% | 1.15% | +0.09 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.7% | 1.80% | +0.07 |
| MAR Marriott International Class A | Add +84.4% | 0.14% | +0.07 |
| IVW iShares S&P 500 Growth ETF | Add +28.6% | 0.35% | +0.07 |
| ISRG Intuitive Surgical Inc. | Add +78.5% | 0.12% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +3.0% | 0.31% | +0.06 |
| CB Chubb Ltd. | Add +11.4% | 0.45% | +0.06 |
| SIVR Abrdn Physical Silver Shares | Add +0.3% | 0.20% | +0.06 |
| CRM Salesforce Inc. | Add +112.7% | 0.10% | +0.06 |
| RCL Royal Caribbean Cruises Ltd. | Add +108.1% | 0.13% | +0.05 |
| GSEW Goldman Sachs Eql WGHT Large | Add +68.8% | 0.12% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | Add +23.1% | 0.29% | +0.04 |
| SBUX Starbucks Corp. | Add +94.5% | 0.09% | +0.04 |
| DVN Devon Energy Corp. | Add +94.5% | 0.09% | +0.04 |
| MA Mastercard Inc. Class A | Add +13.2% | 0.49% | +0.03 |
| IVE iShares S&P 500 Value ETF | Add +174.0% | 0.05% | +0.03 |
| IWF iShares Russell 1000 Growth | Add +391.0% | 0.03% | +0.03 |
| HELO JPMorgan Hedged Equity ETF | Add +16.9% | 0.22% | +0.02 |
| IPAC iShares Core MSCI Pacific Et | Add +82.8% | 0.06% | +0.02 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +31.9% | 0.11% | +0.02 |
| JEPQ JPM Nasdaq Equity Premium | Add +13.4% | 0.32% | +0.02 |
| BAC Bank of America Corp. | Add +71.4% | 0.05% | +0.02 |
| AMZN Amazon.com Inc. | Add +2.1% | 2.61% | +0.02 |
| ET Energy Transfer LP | Add +1649.0% | 0.02% | +0.02 |
| COLD Americold Realty Trust Inc. | New | 0.01% | +0.01 |
| AM Antero Midstream Corp. | Add +89.5% | 0.04% | +0.01 |
| SLV iShares Silver Trust | Add +1.0% | 0.05% | +0.01 |
| AGG iShares Core U.S. Aggregate | New | 0.01% | +0.01 |
| NEE Nextera Energy Inc. | Add +1.5% | 1.15% | +0.01 |
| AAPL Apple Inc. | Add +0.2% | 4.39% | +0.01 |
| OMC Omnicom Group | New | 0.01% | +0.01 |
| GEV GE Vernova Inc. | Add +61.0% | 0.03% | +0.01 |
| ARCC Ares Capital Corp. | New | 0.01% | +0.01 |
| CDX Simplify High Yield ETF | Add +11.2% | 0.64% | +0.01 |
| GLTR Abrdn Precious Metals Basket | Add +0.9% | 0.06% | +0.01 |
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 |