Security National Bank of Sioux City Iowa

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Security National Bank of Sioux City Iowa reported 92 stock positions worth $142.9 million. Its top holding was Apple (AAPL) at 5.5% of the portfolio, followed by Microsoft (MSFT, 4.7%) and Berkshire Hathaway Class B (BRK.B, 4.3%). Compared with Q3 2024, it opened 6 new positions, sold out of 19, added to 1 and reduced 64. The biggest buy was a new position in Te Connectivity (TEL) and the biggest sale an exit from Progressive (PGR).

Most Recent 13F: Q2 2026
Location: SIOUX CITY, IA
CIK: 0000894309
Portfolio Value: $142.9M (Q4 2024)
SEC Filing: 0000894309-25-000001 ↗ filed Feb 14, 2025

Holdings Value

Holdings 92 stocks · $142.9M


AAPL Apple Inc.	5.50%	31,388	$7.9M	Reduce -2.4%
MSFT Microsoft Corp.	4.68%	15,868	$6.7M	Reduce -3.2%
BRK.B Berkshire Hathaway Inc. Class B	4.35%	13,705	$6.2M	Reduce -0.3%
BRK.A Berkshire Hathaway Inc. Class A	3.34%	7	$4.8M	No change
GOOGL Alphabet Inc. Class A	3.04%	22,943	$4.3M	Reduce -4.2%
ORCL Oracle Corp.	2.74%	23,456	$3.9M	Reduce -0.7%
AFL Aflac Inc.	2.44%	33,724	$3.5M	Reduce -0.5%
TMO Thermo Fisher Scientific Inc.	2.42%	6,648	$3.5M	Reduce -1.1%
XOM Exxon Mobil Corp.	2.41%	32,068	$3.4M	Reduce -18.7%
WMT Walmart Inc.	2.38%	37,598	$3.4M	Reduce -2.4%
QCOM Qualcomm Inc.	2.05%	19,063	$2.9M	Reduce -2.4%
ADP Automatic Data Processing	1.95%	9,525	$2.8M	Reduce -1.3%
BAH Booz Allen Hamilton Holdings	1.81%	20,082	$2.6M	Reduce -0.3%
LDOS Leidos Holdings Inc.	1.77%	17,557	$2.5M	Reduce -0.4%
DLR Digital Realty Trust Inc.	1.77%	14,239	$2.5M	Reduce -0.7%
HD Home Depot Inc.	1.73%	6,350	$2.5M	Reduce -4.8%
ABBV Abbvie Inc.	1.68%	13,517	$2.4M	Reduce -31.1%
CMI Cummins Inc.	1.62%	6,647	$2.3M	Reduce -0.7%
JNJ Johnson & Johnson	1.51%	14,913	$2.2M	Reduce -12.3%
GIS General Mills Inc.	1.50%	33,558	$2.1M	Reduce -0.1%
DHR Danaher Corp.	1.49%	9,292	$2.1M	Reduce -0.5%
STT State Street Corp.	1.48%	21,551	$2.1M	Reduce -0.5%
J Jacobs Solutions Inc.	1.43%	15,269	$2.0M	Reduce -0.7%
TEL Te Connectivity PLC	1.40%	14,017	$2.0M	New
UNP Union Pacific Corp.	1.38%	8,625	$2.0M	Reduce -0.4%
O Realty Income Corp.	1.36%	36,422	$1.9M	Reduce -1.4%
CTSH Cognizant Tech Solutions-A	1.34%	24,837	$1.9M	Reduce -0.5%
NKE Nike Inc. Class B	1.33%	25,193	$1.9M	Reduce -1.4%
ABT Abbott Laboratories	1.33%	16,737	$1.9M	Reduce -0.3%
LIN Linde PLC	1.27%	4,332	$1.8M	Reduce -0.8%
VZ Verizon Communications Inc.	1.26%	44,983	$1.8M	Reduce -4.8%
VEA Vanguard Ftse Developed ETF	1.25%	37,368	$1.8M	No change
NUE Nucor Corp.	1.21%	14,832	$1.7M	Reduce -19.6%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC	1.17%	14,761	$1.7M	Reduce -0.2%
WAB Wabtec Corp.	1.16%	8,716	$1.7M	Reduce -0.5%
JPM JPMorgan Chase & Co.	1.15%	6,827	$1.6M	Add +41.3%
CMCSA Comcast Corp. Class A	1.11%	42,186	$1.6M	Reduce -0.8%
VLTO Veralto Corp.	1.11%	15,529	$1.6M	Reduce -0.6%
PYPL PayPal Holdings Inc.	1.06%	17,719	$1.5M	Reduce -2.2%
RTX RTX Corp.	1.02%	12,637	$1.5M	Reduce -0.5%
CL Colgate-Palmolive Co.	1.02%	16,068	$1.5M	Reduce -0.4%
PRU Prudential Financial Inc.	1.00%	12,113	$1.4M	Reduce -0.6%
PEP Pepsico Inc.	0.99%	9,257	$1.4M	Reduce -7.9%
SNA Snap-on Inc.	0.95%	4,002	$1.4M	Reduce -0.7%
TGT Target Corp.	0.93%	9,782	$1.3M	Reduce -0.3%
TSN Tyson Foods Inc. Class A	0.91%	22,691	$1.3M	No change
EA Electronic Arts Inc.	0.89%	8,674	$1.3M	Reduce -0.9%
SLB SLB Ltd. filed as SCHLUMBERGER LTD	0.89%	32,979	$1.3M	Reduce -0.1%
NVDA Nvidia Corp.	0.88%	9,320	$1.3M	Reduce -31.7%
OXY Occidental Petroleum Corp.	0.87%	25,108	$1.2M	No change
IBB iShares Biotechnology ETF	0.85%	9,237	$1.2M	Reduce -0.3%
ITW Illinois Tool Works	0.85%	4,814	$1.2M	Reduce -3.8%
TKR Timken Co.	0.83%	16,715	$1.2M	Reduce -0.3%
IP International Paper Co.	0.83%	22,108	$1.2M	Reduce -0.5%
VT Vanguard Tot World STK ETF	0.76%	9,221	$1.1M	New
MINT PIMCO Enhanced Short Maturit	0.73%	10,398	$1.0M	No change
KO The Coca-Cola Co.	0.72%	16,425	$1.0M	Reduce -1.2%
KMB Kimberly-Clark Corp.	0.64%	6,961	$912K	Reduce -0.4%
FTV Fortive Corp.	0.62%	11,809	$886K	Reduce -0.3%
BND Vanguard Total Bond Market	0.48%	9,536	$686K	Reduce -2.4%
ET Energy Transfer LP	0.45%	32,825	$643K	No change
MUNI PIMCO Intermediate Municipal	0.39%	10,805	$559K	New
LMT Lockheed Martin Corp.	0.38%	1,126	$547K	No change
LRCX Lam Research Corp.	0.37%	7,307	$528K	New
USB US Bancorp	0.32%	9,439	$451K	No change
META Meta Platforms Inc. Class A	0.28%	682	$399K	No change
JNK SS SPDR BB High Yield Bond	0.26%	3,944	$377K	Reduce -0.4%
EPD Enterprise Products Partners	0.26%	11,814	$370K	No change
SUN Sunoco LP	0.25%	7,000	$360K	No change
FISV Fiserv Inc.	0.25%	1,730	$355K	Reduce -1.1%
DVY iShares Select Dividend ETF	0.24%	2,655	$349K	No change
ORI Old Republic Intl Corp.	0.23%	9,265	$335K	No change
VUG Vanguard Mrngstar GR ETF-Sui	0.23%	813	$334K	Reduce -2.5%
CAT Caterpillar Inc.	0.23%	904	$328K	No change
VTV Vanguard Mrngstr Val ETF-Aui	0.23%	1,918	$325K	Reduce -0.8%
AMTM Amentum Holdings Inc.	0.22%	15,269	$321K	New
SPY SS SPDR S&P 500 ETF Trust-US	0.22%	530	$311K	No change
CVX Chevron Corp.	0.22%	2,129	$308K	No change
MRK Merck & Co. Inc.	0.21%	2,969	$295K	Reduce -9.2%
BMY Bristol-Myers Squibb Co.	0.20%	5,022	$284K	No change
AMZN Amazon.com Inc.	0.19%	1,235	$271K	Reduce -40.5%
V Visa Inc. Class A	0.18%	836	$264K	Reduce -0.6%
VOO Vanguard S&P 500 ETF	0.18%	487	$262K	Reduce -3.0%
SCHD Schwab US DVD Equity ETF	0.18%	9,450	$258K	Reduce -5.5%
DE Deere & Co.	0.17%	581	$246K	No change
VWO Vanguard Ftse Emerging Marke	0.17%	5,581	$246K	Reduce -0.2%
VB Vanguard Most SM-Cap ETF-Usd	0.17%	989	$238K	Reduce -1.9%
PG The Procter & Gamble Co.	0.17%	1,410	$236K	Reduce -6.6%
NNI Nelnet Inc. Class A	0.16%	2,100	$224K	No change
PAA Plains All Amer Pipeline LP	0.15%	12,400	$212K	No change
XLK SS Technology Select Sector	0.14%	864	$201K	New
NGL NGL Energy Partners LP	0.07%	21,100	$105K	No change

Portfolio Sells Q3 2024 → Q4 2024


PGR Progressive Corp.	Sold out	0.00%	−2.63
RLI Rli Corp.	Sold out	0.00%	−0.96
TD Toronto-Dominion Bank	Sold out	0.00%	−0.93
PM Philip Morris International	Sold out	0.00%	−0.76
ABBV Abbvie Inc.	Reduce -31.1%	1.68%	−0.69
IBM Intl Business Machines Corp.	Sold out	0.00%	−0.63
NUE Nucor Corp.	Reduce -19.6%	1.21%	−0.48
SHEL Shell PLC-ADR	Sold out	0.00%	−0.46
PII Polaris Inc.	Sold out	0.00%	−0.45
XOM Exxon Mobil Corp.	Reduce -18.7%	2.41%	−0.41
BX Blackstone Inc.	Sold out	0.00%	−0.38
WOR Worthington Enterprises Inc.	Sold out	0.00%	−0.38
WS Worthington Steel Inc.	Sold out	0.00%	−0.31
MO Altria Group Inc.	Sold out	0.00%	−0.26
CWI State Street SPDR MSCI Acwi	Sold out	0.00%	−0.24
MKC McCormick & Co.-Non VTG SHRS	Sold out	0.00%	−0.21
WFC Wells Fargo & Co.	Sold out	0.00%	−0.20
BAH Booz Allen Hamilton Holdings	Reduce -0.3%	1.81%	−0.19
JNJ Johnson & Johnson	Reduce -12.3%	1.51%	−0.17
HSBC HSBC Holdings PLC-Spons ADR	Sold out	0.00%	−0.16
AVGO Broadcom Inc.	Sold out	0.00%	−0.15
NVDA Nvidia Corp.	Reduce -31.7%	0.88%	−0.14
MDLZ Mondelez International Inc. Class A	Sold out	0.00%	−0.13
UDR Udr Inc.	Sold out	0.00%	−0.13
VNQI Vanguard GLBL Ex-US Real Est	Sold out	0.00%	−0.12
TMO Thermo Fisher Scientific Inc.	Reduce -1.1%	2.42%	−0.12
DHR Danaher Corp.	Reduce -0.5%	1.49%	−0.09
O Realty Income Corp.	Reduce -1.4%	1.36%	−0.07
PEP Pepsico Inc.	Reduce -7.9%	0.99%	−0.06
AMZN Amazon.com Inc.	Reduce -40.5%	0.19%	−0.05
NKE Nike Inc. Class B	Reduce -1.4%	1.33%	−0.04
VZ Verizon Communications Inc.	Reduce -4.8%	1.26%	−0.04
TKR Timken Co.	Reduce -0.3%	0.83%	−0.03
MRK Merck & Co. Inc.	Reduce -9.2%	0.21%	−0.02
GIS General Mills Inc.	Reduce -0.1%	1.50%	−0.02
KO The Coca-Cola Co.	Reduce -1.2%	0.72%	−0.01
TGT Target Corp.	Reduce -0.3%	0.93%	−0.01
LIN Linde PLC	Reduce -0.8%	1.27%	−0.00
CL Colgate-Palmolive Co.	Reduce -0.4%	1.02%	+0.00
PG The Procter & Gamble Co.	Reduce -6.6%	0.17%	+0.01
SCHD Schwab US DVD Equity ETF	Reduce -5.5%	0.18%	+0.01
VWO Vanguard Ftse Emerging Marke	Reduce -0.2%	0.17%	+0.01
LDOS Leidos Holdings Inc.	Reduce -0.4%	1.77%	+0.02
VB Vanguard Most SM-Cap ETF-Usd	Reduce -1.9%	0.17%	+0.02
VTV Vanguard Mrngstr Val ETF-Aui	Reduce -0.8%	0.23%	+0.02
VOO Vanguard S&P 500 ETF	Reduce -3.0%	0.18%	+0.02
QCOM Qualcomm Inc.	Reduce -2.4%	2.05%	+0.02
CMCSA Comcast Corp. Class A	Reduce -0.8%	1.11%	+0.02
JNK SS SPDR BB High Yield Bond	Reduce -0.4%	0.26%	+0.03
IBB iShares Biotechnology ETF	Reduce -0.3%	0.85%	+0.03

Portfolio Buys Q3 2024 → Q4 2024


TEL Te Connectivity PLC	New	1.40%	+1.40
VT Vanguard Tot World STK ETF	New	0.76%	+0.76
JPM JPMorgan Chase & Co.	Add +41.3%	1.15%	+0.52
MUNI PIMCO Intermediate Municipal	New	0.39%	+0.39
LRCX Lam Research Corp.	New	0.37%	+0.37
AMTM Amentum Holdings Inc.	New	0.22%	+0.22
XLK SS Technology Select Sector	New	0.14%	+0.14

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	321	$243.7M	BKMI, AAPL, GOOGL, MSFT, BRK.B
Q1 2026	104	$169.2M	BKMI, AAPL, BRK.B, GOOGL, MSFT
Q4 2025	90	$155.8M	AAPL, MSFT, GOOGL, BRK.B, WMT
Q3 2025	84	$153.6M	MSFT, AAPL, ORCL, BRK.B, GOOGL
Q2 2025	87	$142.5M	MSFT, AAPL, BRK.B, ORCL, BRK.A
Q1 2025	88	$137.6M	AAPL, BRK.B, MSFT, BRK.A, GOOGL
Q4 2024	92	$142.9M	AAPL, MSFT, BRK.B, BRK.A, GOOGL
Q3 2024	105	$163.8M	AAPL, MSFT, BRK.B, BRK.A, XOM
Q2 2024	92	$138.7M	MSFT, AAPL, BRK.B, GOOGL, BRK.A
Q1 2024	90	$141.9M	MSFT, BRK.B, AAPL, BRK.A, XOM