Security National Bank of Sioux City Iowa

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Security National Bank of Sioux City Iowa reported 105 stock positions worth $163.8 million. Its top holding was Apple (AAPL) at 4.6% of the portfolio, followed by Microsoft (MSFT, 4.3%) and Berkshire Hathaway Class B (BRK.B, 3.9%). Compared with Q2 2024, it opened 14 new positions, sold out of 1, added to 49 and reduced 23. The biggest buy was a new position in Progressive (PGR) and the biggest sale an exit from Te Connectivity (TEL).

Most Recent 13F
Q2 2026
Location
SIOUX CITY, IA
CIK
0000894309
Portfolio Value
$163.8M (Q3 2024)
SEC Filing
0000894309-24-000007 ↗ filed Nov 12, 2024

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 $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 Q2 2026

Holdings 105 stocks · $163.8M
AAPL Apple Inc. 4.58% 32,165 $7.5M Add +1.6%
MSFT Microsoft Corp. 4.31% 16,397 $7.1M Add +0.8%
BRK.B Berkshire Hathaway Inc. Class B 3.86% 13,740 $6.3M Reduce -0.3%
BRK.A Berkshire Hathaway Inc. Class A 2.95% 7 $4.8M No change
XOM Exxon Mobil Corp. 2.82% 39,444 $4.6M Add +16.7%
PGR Progressive Corp. 2.63% 17,000 $4.3M New
TMO Thermo Fisher Scientific Inc. 2.54% 6,719 $4.2M Add +1.4%
ORCL Oracle Corp. 2.46% 23,611 $4.0M Reduce -0.3%
GOOGL Alphabet Inc. Class A 2.42% 23,944 $4.0M Add +1.5%
ABBV Abbvie Inc. 2.37% 19,633 $3.9M Add +46.8%
AFL Aflac Inc. 2.31% 33,877 $3.8M Add +0.0%
QCOM Qualcomm Inc. 2.03% 19,521 $3.3M Add +0.9%
BAH Booz Allen Hamilton Holdings 2.00% 20,146 $3.3M Add +0.0%
WMT Walmart Inc. 1.90% 38,501 $3.1M Reduce -0.6%
LDOS Leidos Holdings Inc. 1.75% 17,635 $2.9M Reduce -0.3%
NUE Nucor Corp. 1.69% 18,439 $2.8M Add +24.8%
JNJ Johnson & Johnson 1.68% 17,012 $2.8M Add +11.6%
HD Home Depot Inc. 1.65% 6,673 $2.7M Add +0.1%
ADP Automatic Data Processing 1.63% 9,649 $2.7M Add +0.0%
DHR Danaher Corp. 1.58% 9,338 $2.6M Reduce -0.3%
GIS General Mills Inc. 1.51% 33,584 $2.5M Add +0.3%
O Realty Income Corp. 1.43% 36,927 $2.3M Add +0.2%
DLR Digital Realty Trust Inc. 1.42% 14,340 $2.3M Reduce -0.1%
NKE Nike Inc. Class B 1.38% 25,546 $2.3M Add +0.4%
CMI Cummins Inc. 1.32% 6,693 $2.2M Add +1.6%
UNP Union Pacific Corp. 1.30% 8,661 $2.1M Add +0.1%
VZ Verizon Communications Inc. 1.30% 47,255 $2.1M Add +3.8%
LIN Linde PLC 1.27% 4,368 $2.1M Add +0.1%
J Jacobs Solutions Inc. 1.23% 15,374 $2.0M Reduce -0.1%
VEA Vanguard Ftse Developed ETF 1.20% 37,368 $2.0M Reduce -0.1%
CTSH Cognizant Tech Solutions-A 1.18% 24,963 $1.9M Add +0.1%
STT State Street Corp. 1.17% 21,656 $1.9M Add +0.3%
ABT Abbott Laboratories 1.17% 16,793 $1.9M Add +0.1%
CMCSA Comcast Corp. Class A 1.08% 42,510 $1.8M Add +0.2%
VLTO Veralto Corp. 1.07% 15,620 $1.7M Reduce -0.2%
PEP Pepsico Inc. 1.04% 10,053 $1.7M Add +0.8%
CL Colgate-Palmolive Co. 1.02% 16,127 $1.7M Reduce -0.2%
NVDA Nvidia Corp. 1.01% 13,640 $1.7M Add +130.4%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.98% 14,789 $1.6M Add +0.3%
WAB Wabtec Corp. 0.97% 8,761 $1.6M Reduce -0.2%
RLI Rli Corp. 0.96% 10,112 $1.6M New
RTX RTX Corp. 0.94% 12,694 $1.5M Add +0.5%
TGT Target Corp. 0.93% 9,812 $1.5M Add +0.5%
TD Toronto-Dominion Bank 0.93% 24,162 $1.5M Add +4.5%
PRU Prudential Financial Inc. 0.90% 12,183 $1.5M Add +0.9%
PYPL PayPal Holdings Inc. 0.86% 18,111 $1.4M Add +0.3%
TKR Timken Co. 0.86% 16,765 $1.4M Add +1.2%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.85% 33,015 $1.4M Add +0.1%
TSN Tyson Foods Inc. Class A 0.83% 22,691 $1.4M Reduce -0.4%
IBB iShares Biotechnology ETF 0.82% 9,267 $1.3M Add +0.0%
ITW Illinois Tool Works 0.80% 5,006 $1.3M Add +0.2%
OXY Occidental Petroleum Corp. 0.79% 25,108 $1.3M No change
EA Electronic Arts Inc. 0.77% 8,756 $1.3M Add +0.1%
PM Philip Morris International 0.76% 10,199 $1.2M New
KO The Coca-Cola Co. 0.73% 16,630 $1.2M Add +0.2%
SNA Snap-on Inc. 0.71% 4,028 $1.2M Add +2.8%
IP International Paper Co. 0.66% 22,218 $1.1M Add +0.5%
MINT PIMCO Enhanced Short Maturit 0.64% 10,398 $1.0M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.63% 4,656 $1.0M Add +3.5%
JPM JPMorgan Chase & Co. 0.62% 4,833 $1.0M Add +112.6%
KMB Kimberly-Clark Corp. 0.61% 6,986 $994K Add +0.8%
FTV Fortive Corp. 0.57% 11,844 $935K Add +0.1%
SHEL Shell PLC-ADR 0.46% 11,450 $755K New
BND Vanguard Total Bond Market 0.45% 9,771 $734K Add +2.1%
PII Polaris Inc. 0.45% 8,760 $729K Add +0.5%
LMT Lockheed Martin Corp. 0.40% 1,126 $658K No change
BX Blackstone Inc. 0.38% 4,100 $628K New
WOR Worthington Enterprises Inc. 0.38% 15,001 $622K New
ET Energy Transfer LP 0.32% 32,825 $527K Reduce -1.5%
WS Worthington Steel Inc. 0.31% 15,001 $510K New
USB US Bancorp 0.26% 9,439 $432K Reduce -3.1%
MO Altria Group Inc. 0.26% 8,450 $431K New
CWI State Street SPDR MSCI Acwi 0.24% 12,977 $395K No change
META Meta Platforms Inc. Class A 0.24% 682 $390K Reduce -6.8%
JNK SS SPDR BB High Yield Bond 0.24% 3,959 $387K No change
AMZN Amazon.com Inc. 0.24% 2,075 $387K Add +2.5%
SUN Sunoco LP 0.23% 7,000 $376K No change
MRK Merck & Co. Inc. 0.23% 3,269 $371K No change
DVY iShares Select Dividend ETF 0.22% 2,655 $359K No change
CAT Caterpillar Inc. 0.22% 904 $354K No change
MKC McCormick & Co.-Non VTG SHRS 0.21% 4,220 $347K No change
EPD Enterprise Products Partners 0.21% 11,814 $344K Add +9.3%
VTV Vanguard Mrngstr Val ETF-Aui 0.21% 1,933 $337K Reduce -0.8%
ORI Old Republic Intl Corp. 0.20% 9,265 $328K No change
WFC Wells Fargo & Co. 0.20% 5,689 $321K New
VUG Vanguard Mrngstar GR ETF-Sui 0.20% 834 $320K Reduce -6.2%
FISV Fiserv Inc. 0.19% 1,750 $314K No change
CVX Chevron Corp. 0.19% 2,129 $314K Add +13.7%
SPY SS SPDR S&P 500 ETF Trust-US 0.19% 530 $304K No change
SCHD Schwab US DVD Equity ETF 0.17% 3,335 $282K No change
VWO Vanguard Ftse Emerging Marke 0.16% 5,591 $268K Reduce -0.3%
VOO Vanguard S&P 500 ETF 0.16% 502 $265K Reduce -1.9%
PG The Procter & Gamble Co. 0.16% 1,510 $262K Reduce -2.6%
BMY Bristol-Myers Squibb Co. 0.16% 5,022 $260K Reduce -3.3%
HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC 0.16% 5,681 $257K New
AVGO Broadcom Inc. 0.15% 1,460 $252K No change
DE Deere & Co. 0.15% 581 $242K New
VB Vanguard Most SM-Cap ETF-Usd 0.15% 1,008 $239K Reduce -0.5%
NNI Nelnet Inc. Class A 0.15% 2,100 $238K No change
V Visa Inc. Class A 0.14% 841 $231K Reduce -5.6%
MDLZ Mondelez International Inc. Class A 0.13% 2,994 $221K New
UDR Udr Inc. 0.13% 4,755 $216K New
PAA Plains All Amer Pipeline LP 0.13% 12,400 $215K No change
VNQI Vanguard GLBL Ex-US Real Est 0.12% 4,274 $200K New
NGL NGL Energy Partners LP 0.06% 21,100 $95K No change

Portfolio Sells Q2 2024 → Q3 2024
TEL Te Connectivity Ltd. Sold out 0.00% −1.52
J Jacobs Solutions Inc. Reduce -0.1% 1.23% −0.32
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.3% 3.86% −0.18
DLR Digital Realty Trust Inc. Reduce -0.1% 1.42% −0.16
VEA Vanguard Ftse Developed ETF Reduce -0.1% 1.20% −0.13
TSN Tyson Foods Inc. Class A Reduce -0.4% 0.83% −0.11
CL Colgate-Palmolive Co. Reduce -0.2% 1.02% −0.11
LDOS Leidos Holdings Inc. Reduce -0.3% 1.75% −0.10
DHR Danaher Corp. Reduce -0.3% 1.58% −0.10
ET Energy Transfer LP Reduce -1.5% 0.32% −0.07
VUG Vanguard Mrngstar GR ETF-Sui Reduce -6.2% 0.20% −0.04
WAB Wabtec Corp. Reduce -0.2% 0.97% −0.03
META Meta Platforms Inc. Class A Reduce -6.8% 0.24% −0.03
V Visa Inc. Class A Reduce -5.6% 0.14% −0.03
PG The Procter & Gamble Co. Reduce -2.6% 0.16% −0.02
VOO Vanguard S&P 500 ETF Reduce -1.9% 0.16% −0.02
VTV Vanguard Mrngstr Val ETF-Aui Reduce -0.8% 0.21% −0.02
USB US Bancorp Reduce -3.1% 0.26% −0.02
VWO Vanguard Ftse Emerging Marke Reduce -0.3% 0.16% −0.01
VB Vanguard Most SM-Cap ETF-Usd Reduce -0.5% 0.15% −0.01
VLTO Veralto Corp. Reduce -0.2% 1.07% −0.01
BMY Bristol-Myers Squibb Co. Reduce -3.3% 0.16% +0.00
WMT Walmart Inc. Reduce -0.6% 1.90% +0.01
ORCL Oracle Corp. Reduce -0.3% 2.46% +0.04

Portfolio Buys Q2 2024 → Q3 2024
PGR Progressive Corp. New 2.63% +2.63
RLI Rli Corp. New 0.96% +0.96
PM Philip Morris International New 0.76% +0.76
ABBV Abbvie Inc. Add +46.8% 2.37% +0.71
NVDA Nvidia Corp. Add +130.4% 1.01% +0.48
SHEL Shell PLC-ADR New 0.46% +0.46
BX Blackstone Inc. New 0.38% +0.38
WOR Worthington Enterprises Inc. New 0.38% +0.38
WS Worthington Steel Inc. New 0.31% +0.31
JPM JPMorgan Chase & Co. Add +112.6% 0.62% +0.29
MO Altria Group Inc. New 0.26% +0.26
WFC Wells Fargo & Co. New 0.20% +0.20
HSBC HSBC Holdings PLC-Spons ADR New 0.16% +0.16
DE Deere & Co. New 0.15% +0.15
MDLZ Mondelez International Inc. Class A New 0.13% +0.13
UDR Udr Inc. New 0.13% +0.13
AFL Aflac Inc. Add +0.0% 2.31% +0.13
VNQI Vanguard GLBL Ex-US Real Est New 0.12% +0.12
PYPL PayPal Holdings Inc. Add +0.3% 0.86% +0.11
JNJ Johnson & Johnson Add +11.6% 1.68% +0.08
IBM Intl Business Machines Corp. Add +3.5% 0.63% +0.07
O Realty Income Corp. Add +0.2% 1.43% +0.03
RTX RTX Corp. Add +0.5% 0.94% +0.03
XOM Exxon Mobil Corp. Add +16.7% 2.82% +0.02
STT State Street Corp. Add +0.3% 1.17% +0.02
TD Toronto-Dominion Bank Add +4.5% 0.93% +0.02
NUE Nucor Corp. Add +24.8% 1.69% +0.01
CMI Cummins Inc. Add +1.6% 1.32% +0.01
NKE Nike Inc. Class B Add +0.4% 1.38% −0.00
HD Home Depot Inc. Add +0.1% 1.65% −0.00
GIS General Mills Inc. Add +0.3% 1.51% −0.01
EPD Enterprise Products Partners Add +9.3% 0.21% −0.02
CVX Chevron Corp. Add +13.7% 0.19% −0.02
IP International Paper Co. Add +0.5% 0.66% −0.03
SNA Snap-on Inc. Add +2.8% 0.71% −0.03
ADP Automatic Data Processing Add +0.0% 1.63% −0.03
KO The Coca-Cola Co. Add +0.2% 0.73% −0.03
CTSH Cognizant Tech Solutions-A Add +0.1% 1.18% −0.05
AMZN Amazon.com Inc. Add +2.5% 0.24% −0.05
PII Polaris Inc. Add +0.5% 0.45% −0.05
BND Vanguard Total Bond Market Add +2.1% 0.45% −0.05
ITW Illinois Tool Works Add +0.2% 0.80% −0.05
VZ Verizon Communications Inc. Add +3.8% 1.30% −0.06
FTV Fortive Corp. Add +0.1% 0.57% −0.06
KMB Kimberly-Clark Corp. Add +0.8% 0.61% −0.08
ABT Abbott Laboratories Add +0.1% 1.17% −0.09
IBB iShares Biotechnology ETF Add +0.0% 0.82% −0.09
TKR Timken Co. Add +1.2% 0.86% −0.09
TMO Thermo Fisher Scientific Inc. Add +1.4% 2.54% −0.11
TGT Target Corp. Add +0.5% 0.93% −0.11

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