Security National Bank of Sioux City Iowa

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed September 18, 2026), Security National Bank of Sioux City Iowa reported 321 stock positions worth $243.7 million. Its top holding was BNY Mellon Muni Int ETF (BKMI) at 4.9% of the portfolio, followed by Apple (AAPL, 4.3%) and Alphabet Class A (GOOGL, 4.0%). Compared with Q1 2026, it opened 219 new positions, sold out of 2, added to 80 and reduced 4. The biggest buy was Lam Research (LRCX, shares +25%) and the biggest sale Nike Class B (NKE, shares −99%).

Most Recent 13F
Q2 2026
Location
SIOUX CITY, IA
CIK
0000894309
Portfolio Value
$243.7M (Q2 2026)
SEC Filing
0000894309-26-000003 ↗ filed Sep 18, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $141.9M Q1 2024 Q2 2024: $138.7M Q2 2024 Q3 2024: $163.8M Q3 2024 Q4 2024: $142.9M Q4 2024 Q1 2025: $137.6M Q1 2025 Q2 2025: $142.5M Q2 2025 Q3 2025: $153.6M Q3 2025 Q4 2025: $155.8M Q4 2025 Q1 2026: $169.2M Q1 2026 Q2 2026: $243.7M $243.7M Q2 2026

Holdings 321 stocks · $243.7M
BKMI BNY Mellon Muni Int ETF 4.88% 449,497 $11.9M Add +0.6%
AAPL Apple Inc. 4.35% 36,623 $10.6M Add +19.6%
GOOGL Alphabet Inc. Class A 4.03% 27,451 $9.8M Add +27.8%
MSFT Microsoft Corp. 3.42% 22,364 $8.3M Add +35.9%
BRK.B Berkshire Hathaway Inc. Class B 3.24% 15,788 $7.9M Add +13.9%
LRCX Lam Research Corp. 2.80% 15,734 $6.8M Add +24.9%
WMT Walmart Inc. 2.21% 47,571 $5.4M Add +10.4%
BRK.A Berkshire Hathaway Inc. Class A 2.15% 7 $5.2M No change
CMI Cummins Inc. 1.98% 6,781 $4.8M Add +15.9%
QCOM Qualcomm Inc. 1.98% 26,140 $4.8M Add +35.9%
ORCL Oracle Corp. 1.91% 31,833 $4.7M Add +42.0%
AFL Aflac Inc. 1.90% 39,570 $4.6M Add +24.4%
JNJ Johnson & Johnson 1.89% 18,143 $4.6M Add +27.2%
ABBV Abbvie Inc. 1.75% 16,964 $4.3M Add +13.3%
XOM Exxon Mobil Corp. 1.75% 31,120 $4.3M Add +19.9%
STT State Street Corp. 1.74% 24,958 $4.2M Add +27.1%
TMO Thermo Fisher Scientific Inc. 1.60% 7,783 $3.9M Add +25.1%
TEL Te Connectivity PLC 1.48% 17,918 $3.6M Add +26.6%
VEA Vanguard Ftse Developed ETF 1.39% 47,396 $3.4M Add +17.0%
NUE Nucor Corp. 1.32% 14,393 $3.2M Add +17.0%
AMZN Amazon.com Inc. 1.26% 12,849 $3.1M Add +44.9%
DLR Digital Realty Trust Inc. 1.24% 16,851 $3.0M Add +24.4%
BND Vanguard Total Bond Market 1.23% 40,764 $3.0M Add +272.4%
JPM JPMorgan Chase & Co. 1.20% 8,952 $2.9M Add +27.4%
UNP Union Pacific Corp. 1.18% 10,566 $2.9M Add +26.0%
HD Home Depot Inc. 1.17% 8,093 $2.9M Add +30.9%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 1.13% 24,211 $2.8M Add +39.2%
ADP Automatic Data Processing 1.13% 12,262 $2.7M Add +31.9%
VZ Verizon Communications Inc. 1.09% 63,011 $2.7M Add +33.2%
O Realty Income Corp. 1.07% 42,266 $2.6M Add +27.2%
TGRW T Rowe Price Growth Stock Et 1.05% 53,618 $2.6M Add +82.5%
CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT 1.04% 73,533 $2.5M Add +28.4%
EFA iShares MSCI Eafe ETF 1.04% 24,400 $2.5M New
WAB Wabtec Corp. 1.04% 9,396 $2.5M Add +18.9%
VGT Vanguard Info Tech ETF 1.03% 20,976 $2.5M Add +40.4%
RTX RTX Corp. 1.02% 13,048 $2.5M Add +16.3%
LIN Linde PLC 0.99% 4,633 $2.4M Add +20.5%
IBB iShares Biotechnology ETF 0.95% 12,187 $2.3M Add +31.8%
TKR Timken Co. 0.95% 15,921 $2.3M Add +14.4%
QGRO American Century US Quality 0.94% 19,426 $2.3M Add +103.2%
J Jacobs Solutions Inc. 0.92% 17,869 $2.3M Add +26.1%
LDOS Leidos Holdings Inc. 0.92% 21,836 $2.2M Add +30.6%
ABT Abbott Laboratories 0.90% 24,246 $2.2M Add +34.9%
LOPE Grand Canyon Education Inc. 0.89% 15,074 $2.2M Add +37.9%
DHR Danaher Corp. 0.86% 11,037 $2.1M Add +27.2%
CL Colgate-Palmolive Co. 0.84% 22,198 $2.0M Add +37.5%
PRU Prudential Financial Inc. 0.79% 17,781 $1.9M Add +38.2%
SNA Snap-on Inc. 0.78% 4,732 $1.9M Add +24.5%
VLTO Veralto Corp. 0.75% 20,684 $1.8M Add +33.8%
SLB SLB Ltd. filed as SLB LIMITED 0.73% 38,177 $1.8M Add +23.5%
BAH Booz Allen Hamilton Holdings 0.73% 29,185 $1.8M Add +39.4%
KO The Coca-Cola Co. 0.72% 21,544 $1.8M Add +54.5%
ITW Illinois Tool Works 0.67% 6,006 $1.6M Add +26.5%
CMCSA Comcast Corp. Class A 0.65% 64,290 $1.6M Add +39.4%
PEP Pepsico Inc. 0.64% 11,448 $1.6M Add +24.4%
CTSH Cognizant Tech Solutions-A 0.57% 35,837 $1.4M Add +40.8%
MINT PIMCO Enhanced Short Maturit 0.56% 13,503 $1.4M Add +29.9%
VUG Vanguard Mrngstar GR ETF-Sui 0.56% 15,799 $1.4M Add +35.7%
SCI Service Corp. International 0.56% 17,835 $1.4M New
JEPI JPMorgan Equity Premium Inco 0.55% 23,800 $1.3M Add +0.1%
KMB Kimberly-Clark Corp. 0.54% 11,988 $1.3M Add +37.6%
VXUS Vanguard Total Intl Stock 0.53% 15,165 $1.3M Add +95.0%
VOO Vanguard S&P 500 ETF 0.53% 1,878 $1.3M Add +38.1%
CAT Caterpillar Inc. 0.49% 1,131 $1.2M Add +9.8%
NFLX Netflix Inc. 0.49% 16,735 $1.2M New
FNDF Schwab Fndmn Intl LRG Co. ETF 0.46% 21,399 $1.1M Add +59.8%
BOND PIMCO Active Bond Exchange-T 0.43% 11,492 $1.1M New
VTV Vanguard Mrngstr Val ETF-Aui 0.40% 4,506 $982K Add +51.9%
DFLV Dim US Large Cap Value ETF 0.40% 24,585 $972K Add +111.6%
EMEQ Nomura Focused Emerging Mark 0.37% 12,509 $911K Add +43.3%
IP International Paper Co. 0.37% 23,885 $910K Add +23.1%
JAVA JPMorgan Active Value ETF 0.36% 11,022 $875K Add +94.4%
FTV Fortive Corp. 0.35% 13,954 $852K Add +28.0%
VNQ Vanguard Real Estate ETF 0.29% 7,323 $706K Add +60.8%
FBND Fidelity Total Bond ETF 0.29% 15,290 $696K New
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.28% 8,616 $694K Add +68.8%
LMT Lockheed Martin Corp. 0.24% 1,126 $574K No change
MUNI PIMCO Intermediate Municipal 0.23% 10,800 $568K No change
TMSL T.rowe PRC Small-Mid Cap ETF 0.22% 12,253 $537K Add +76.6%
VB Vanguard Most SM-Cap ETF-Usd 0.21% 1,687 $511K Add +52.0%
PYLD PIMCO Multisector Bond Actv 0.21% 19,281 $511K New
VCRB Vanguard Core Bond ETF 0.21% 6,611 $511K New
VWO Vanguard Ftse Emerging Marke 0.21% 8,548 $510K Add +32.5%
NVDA Nvidia Corp. 0.20% 2,415 $483K No change
AMTM Amentum Holdings Inc. 0.20% 23,326 $482K Add +31.3%
LNT Alliant Energy Corp. 0.20% 6,304 $481K No change
GLW Corning Inc. 0.20% 1,880 $480K No change
MRK Merck & Co. Inc. 0.19% 3,514 $452K Add +6.8%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.18% 1,836 $446K Add +57.5%
PFG Principal Financial Group 0.17% 3,899 $420K New
DFIS Dimensional International SM 0.16% 11,421 $400K Add +62.3%
SCHD Schwab US DVD Equity ETF 0.16% 12,537 $398K Add +14.7%
SPY SS SPDR S&P 500 ETF Trust-US 0.16% 530 $396K No change
JNK SS SPDR BB High Yield Bond 0.16% 3,991 $385K Add +15.4%
DVY iShares Select Dividend ETF 0.16% 2,455 $384K Add +28.9%
XLK SS Technology Select Sector 0.16% 2,000 $381K No change
ORI Old Republic Intl Corp. 0.16% 9,265 $379K No change
CSCO Cisco Systems Inc. 0.15% 3,156 $371K New
PMBS PIMCO MBS Active ETF 0.14% 6,870 $339K New
GOOG Alphabet Inc. Class C 0.14% 945 $334K Reduce -2.1%

Show all 321 holdings

Portfolio Sells Q1 2026 → Q2 2026
NKE Nike Inc. Class B Reduce -99.3% 0.00% −1.02
PYPL PayPal Holdings Inc. Sold out 0.00% −0.61
EA Electronic Arts Inc. Sold out 0.00% −0.21
TSN Tyson Foods Inc. Class A Reduce -13.1% 0.12% −0.10
META Meta Platforms Inc. Class A Reduce -8.8% 0.12% −0.07
GOOG Alphabet Inc. Class C Reduce -2.1% 0.14% −0.03

Portfolio Buys Q1 2026 → Q2 2026
LRCX Lam Research Corp. Add +24.9% 2.80% +1.21
EFA iShares MSCI Eafe ETF New 1.04% +1.04
BND Vanguard Total Bond Market Add +272.4% 1.23% +0.75
SCI Service Corp. International New 0.56% +0.56
QCOM Qualcomm Inc. Add +35.9% 1.98% +0.52
NFLX Netflix Inc. New 0.49% +0.49
BOND PIMCO Active Bond Exchange-T New 0.43% +0.43
GOOGL Alphabet Inc. Class A Add +27.8% 4.03% +0.37
QGRO American Century US Quality Add +103.2% 0.94% +0.35
TGRW T Rowe Price Growth Stock Et Add +82.5% 1.05% +0.35
FBND Fidelity Total Bond ETF New 0.29% +0.29
STT State Street Corp. Add +27.1% 1.74% +0.27
VGT Vanguard Info Tech ETF Add +40.4% 1.03% +0.26
PYLD PIMCO Multisector Bond Actv New 0.21% +0.21
VCRB Vanguard Core Bond ETF New 0.21% +0.21
TROW T Rowe Price Group Inc. Add +39.2% 1.13% +0.20
VXUS Vanguard Total Intl Stock Add +95.0% 0.53% +0.18
PFG Principal Financial Group New 0.17% +0.17
AMZN Amazon.com Inc. Add +44.9% 1.26% +0.16
DFLV Dim US Large Cap Value ETF Add +111.6% 0.40% +0.15
CSCO Cisco Systems Inc. New 0.15% +0.15
EMEQ Nomura Focused Emerging Mark Add +43.3% 0.37% +0.14
PMBS PIMCO MBS Active ETF New 0.14% +0.14
CMI Cummins Inc. Add +15.9% 1.98% +0.12
TKR Timken Co. Add +14.4% 0.95% +0.12
JAVA JPMorgan Active Value ETF Add +94.4% 0.36% +0.12
VCIT Vanguard Int-Term Corporate New 0.12% +0.12
IGIB iShares 5-10Y Inv Grade Corp. New 0.12% +0.12
HSY The Hershey Co. New 0.11% +0.11
JPLD JPMorgan Ltd. Duration ETF New 0.10% +0.10
JCPB JPMorgan Core Plus Bond ETF New 0.10% +0.10
IVV iShares Core S&P 500 ETF New 0.10% +0.10
IWD iShares Russell 1000 Value E New 0.09% +0.09
AVGO Broadcom Inc. New 0.09% +0.09
DFIP Dimensional Inflation-Protec New 0.09% +0.09
KO The Coca-Cola Co. Add +54.5% 0.72% +0.09
NUE Nucor Corp. Add +17.0% 1.32% +0.09
IWF iShares Russell 1000 Growth New 0.08% +0.08
FNDF Schwab Fndmn Intl LRG Co. ETF Add +59.8% 0.46% +0.08
PG The Procter & Gamble Co. New 0.07% +0.07
BSV Vanguard Short-Term Bond ETF New 0.07% +0.07
TMSL T.rowe PRC Small-Mid Cap ETF Add +76.6% 0.22% +0.07
VWOB Vanguard Emerg MKTS Gov BND New 0.07% +0.07
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +68.8% 0.28% +0.07
CAT Caterpillar Inc. Add +9.8% 0.49% +0.06
DUK Duke Energy Corp. New 0.06% +0.06
FXR First Trust Indst/Producers New 0.06% +0.06
VTV Vanguard Mrngstr Val ETF-Aui Add +51.9% 0.40% +0.06
VUG Vanguard Mrngstar GR ETF-Sui Add +35.7% 0.56% +0.06
SRLN SS Blackstone Sr Loan ETF New 0.06% +0.06

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 321$243.7MBKMI, AAPL, GOOGL, MSFT, BRK.B
Q1 2026 104$169.2MBKMI, AAPL, BRK.B, GOOGL, MSFT
Q4 2025 90$155.8MAAPL, MSFT, GOOGL, BRK.B, WMT
Q3 2025 84$153.6MMSFT, AAPL, ORCL, BRK.B, GOOGL
Q2 2025 87$142.5MMSFT, AAPL, BRK.B, ORCL, BRK.A
Q1 2025 88$137.6MAAPL, BRK.B, MSFT, BRK.A, GOOGL
Q4 2024 92$142.9MAAPL, MSFT, BRK.B, BRK.A, GOOGL
Q3 2024 105$163.8MAAPL, MSFT, BRK.B, BRK.A, XOM
Q2 2024 92$138.7MMSFT, AAPL, BRK.B, GOOGL, BRK.A
Q1 2024 90$141.9MMSFT, BRK.B, AAPL, BRK.A, XOM