Security National Bank of Sioux City Iowa
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 20, 2025), Security National Bank of Sioux City Iowa reported 88 stock positions worth $137.6 million. Its top holding was Apple (AAPL) at 5.1% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 5.1%) and Microsoft (MSFT, 4.3%). Compared with Q4 2024, it opened 2 new positions, sold out of 6, added to 29 and reduced 45. The biggest buy was a new position in JPMorgan Equity Premium Inco (JEPI) and the biggest sale an exit from Vanguard Tot World STK ETF (VT).
- Most Recent 13F
- Q2 2026
- Location
- SIOUX CITY, IA
- CIK
- 0000894309
- Portfolio Value
- $137.6M (Q1 2025)
- SEC Filing
- 0000894309-25-000005 ↗ filed May 20, 2025
Holdings Value
Holdings 88 stocks · $137.6M
| AAPL Apple Inc. | 5.07% | 31,384 | $7.0M | Reduce -0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.05% | 13,051 | $7.0M | Reduce -4.8% |
| MSFT Microsoft Corp. | 4.30% | 15,769 | $5.9M | Reduce -0.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 4.06% | 7 | $5.6M | No change |
| GOOGL Alphabet Inc. Class A | 2.64% | 23,529 | $3.6M | Add +2.5% |
| AFL Aflac Inc. | 2.63% | 32,561 | $3.6M | Reduce -3.5% |
| ORCL Oracle Corp. | 2.39% | 23,477 | $3.3M | Add +0.1% |
| TMO Thermo Fisher Scientific Inc. | 2.36% | 6,527 | $3.2M | Reduce -1.8% |
| XOM Exxon Mobil Corp. | 2.34% | 27,097 | $3.2M | Reduce -15.5% |
| WMT Walmart Inc. | 2.28% | 35,683 | $3.1M | Reduce -5.1% |
| QCOM Qualcomm Inc. | 2.13% | 19,097 | $2.9M | Add +0.2% |
| ADP Automatic Data Processing | 2.05% | 9,255 | $2.8M | Reduce -2.8% |
| ABBV Abbvie Inc. | 2.04% | 13,389 | $2.8M | Reduce -0.9% |
| JNJ Johnson & Johnson | 1.74% | 14,404 | $2.4M | Reduce -3.4% |
| LDOS Leidos Holdings Inc. | 1.69% | 17,235 | $2.3M | Reduce -1.8% |
| HD Home Depot Inc. | 1.68% | 6,305 | $2.3M | Reduce -0.7% |
| ABT Abbott Laboratories | 1.66% | 17,180 | $2.3M | Add +2.6% |
| GIS General Mills Inc. | 1.58% | 36,360 | $2.2M | Add +8.3% |
| BAH Booz Allen Hamilton Holdings | 1.54% | 20,287 | $2.1M | Add +1.0% |
| VZ Verizon Communications Inc. | 1.53% | 46,486 | $2.1M | Add +3.3% |
| O Realty Income Corp. | 1.51% | 35,745 | $2.1M | Reduce -1.9% |
| DLR Digital Realty Trust Inc. | 1.48% | 14,255 | $2.0M | Add +0.1% |
| TEL Te Connectivity PLC | 1.48% | 14,440 | $2.0M | Add +3.0% |
| UNP Union Pacific Corp. | 1.46% | 8,520 | $2.0M | Reduce -1.2% |
| CMI Cummins Inc. | 1.46% | 6,414 | $2.0M | Reduce -3.5% |
| NKE Nike Inc. Class B | 1.39% | 30,224 | $1.9M | Add +20.0% |
| LIN Linde PLC | 1.38% | 4,088 | $1.9M | Reduce -5.6% |
| CTSH Cognizant Tech Solutions-A | 1.37% | 24,692 | $1.9M | Reduce -0.6% |
| STT State Street Corp. | 1.35% | 20,746 | $1.9M | Reduce -3.7% |
| VEA Vanguard Ftse Developed ETF | 1.34% | 36,256 | $1.8M | Reduce -3.0% |
| DHR Danaher Corp. | 1.34% | 8,975 | $1.8M | Reduce -3.4% |
| J Jacobs Solutions Inc. | 1.30% | 14,853 | $1.8M | Reduce -2.7% |
| JPM JPMorgan Chase & Co. | 1.25% | 7,029 | $1.7M | Add +3.0% |
| CMCSA Comcast Corp. Class A | 1.24% | 46,139 | $1.7M | Add +9.4% |
| NUE Nucor Corp. | 1.23% | 14,097 | $1.7M | Reduce -5.0% |
| RTX RTX Corp. | 1.16% | 12,083 | $1.6M | Reduce -4.4% |
| VLTO Veralto Corp. | 1.11% | 15,706 | $1.5M | Add +1.1% |
| CL Colgate-Palmolive Co. | 1.10% | 16,151 | $1.5M | Add +0.5% |
| WAB Wabtec Corp. | 1.09% | 8,300 | $1.5M | Reduce -4.8% |
| TSN Tyson Foods Inc. Class A | 1.05% | 22,691 | $1.4M | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 1.05% | 15,734 | $1.4M | Add +6.6% |
| PEP Pepsico Inc. | 1.00% | 9,224 | $1.4M | Reduce -0.4% |
| EA Electronic Arts Inc. | 0.99% | 9,414 | $1.4M | Add +8.5% |
| PRU Prudential Financial Inc. | 0.99% | 12,182 | $1.4M | Add +0.6% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.98% | 32,269 | $1.3M | Reduce -2.1% |
| SNA Snap-on Inc. | 0.96% | 3,903 | $1.3M | Reduce -2.5% |
| PYPL PayPal Holdings Inc. | 0.93% | 19,602 | $1.3M | Add +10.6% |
| OXY Occidental Petroleum Corp. | 0.90% | 25,108 | $1.2M | No change |
| IBB iShares Biotechnology ETF | 0.90% | 9,659 | $1.2M | Add +4.6% |
| ITW Illinois Tool Works | 0.87% | 4,833 | $1.2M | Add +0.4% |
| KO The Coca-Cola Co. | 0.84% | 16,159 | $1.2M | Reduce -1.6% |
| TGT Target Corp. | 0.81% | 10,657 | $1.1M | Add +8.9% |
| IP International Paper Co. | 0.80% | 20,680 | $1.1M | Reduce -6.5% |
| TKR Timken Co. | 0.80% | 15,295 | $1.1M | Reduce -8.5% |
| MINT PIMCO Enhanced Short Maturit | 0.76% | 10,398 | $1.0M | No change |
| KMB Kimberly-Clark Corp. | 0.75% | 7,220 | $1.0M | Add +3.7% |
| NVDA Nvidia Corp. | 0.62% | 7,870 | $853K | Reduce -15.6% |
| LRCX Lam Research Corp. | 0.62% | 11,716 | $852K | Add +60.3% |
| FTV Fortive Corp. | 0.57% | 10,767 | $788K | Reduce -8.8% |
| BND Vanguard Total Bond Market | 0.55% | 10,350 | $760K | Add +8.5% |
| ET Energy Transfer LP | 0.44% | 32,825 | $610K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.41% | 9,845 | $563K | New |
| LMT Lockheed Martin Corp. | 0.37% | 1,126 | $503K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.33% | 1,233 | $457K | Add +51.7% |
| SUN Sunoco LP | 0.30% | 7,000 | $406K | No change |
| FISV Fiserv Inc. | 0.28% | 1,720 | $380K | Reduce -0.6% |
| META Meta Platforms Inc. Class A | 0.27% | 645 | $372K | Reduce -5.4% |
| EPD Enterprise Products Partners | 0.27% | 10,828 | $370K | Reduce -8.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.27% | 2,118 | $366K | Add +10.4% |
| ORI Old Republic Intl Corp. | 0.26% | 9,265 | $363K | No change |
| DVY iShares Select Dividend ETF | 0.25% | 2,555 | $343K | Reduce -3.8% |
| JNK SS SPDR BB High Yield Bond | 0.23% | 3,311 | $316K | Reduce -16.1% |
| AMTM Amentum Holdings Inc. | 0.23% | 17,069 | $311K | Add +11.8% |
| SCHD Schwab US DVD Equity ETF | 0.22% | 11,070 | $310K | Add +17.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 530 | $296K | No change |
| CAT Caterpillar Inc. | 0.21% | 864 | $285K | Reduce -4.4% |
| V Visa Inc. Class A | 0.19% | 761 | $267K | Reduce -9.0% |
| MRK Merck & Co. Inc. | 0.19% | 2,883 | $259K | Reduce -2.9% |
| VWO Vanguard Ftse Emerging Marke | 0.18% | 5,540 | $251K | Reduce -0.7% |
| PAA Plains All Amer Pipeline LP | 0.18% | 12,400 | $248K | No change |
| NNI Nelnet Inc. Class A | 0.17% | 2,100 | $233K | No change |
| VOO Vanguard S&P 500 ETF | 0.16% | 431 | $221K | Reduce -11.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.15% | 940 | $208K | Reduce -5.0% |
| PG The Procter & Gamble Co. | 0.15% | 1,217 | $207K | Reduce -13.7% |
| VNQ Vanguard Real Estate ETF | 0.15% | 2,290 | $207K | New |
| XLK SS Technology Select Sector | 0.15% | 1,000 | $206K | Add +15.7% |
| DE Deere & Co. | 0.15% | 436 | $205K | Reduce -25.0% |
| NGL NGL Energy Partners LP | 0.07% | 21,100 | $96K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| VT Vanguard Tot World STK ETF | Sold out | 0.00% | −0.76 |
| AAPL Apple Inc. | Reduce -0.0% | 5.07% | −0.44 |
| MUNI PIMCO Intermediate Municipal | Sold out | 0.00% | −0.39 |
| MSFT Microsoft Corp. | Reduce -0.6% | 4.30% | −0.38 |
| USB US Bancorp | Sold out | 0.00% | −0.32 |
| NVDA Nvidia Corp. | Reduce -15.6% | 0.62% | −0.26 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.22 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.20 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −0.19 |
| CMI Cummins Inc. | Reduce -3.5% | 1.46% | −0.16 |
| DHR Danaher Corp. | Reduce -3.4% | 1.34% | −0.16 |
| STT State Street Corp. | Reduce -3.7% | 1.35% | −0.13 |
| J Jacobs Solutions Inc. | Reduce -2.7% | 1.30% | −0.12 |
| WMT Walmart Inc. | Reduce -5.1% | 2.28% | −0.10 |
| LDOS Leidos Holdings Inc. | Reduce -1.8% | 1.69% | −0.08 |
| XOM Exxon Mobil Corp. | Reduce -15.5% | 2.34% | −0.07 |
| WAB Wabtec Corp. | Reduce -4.8% | 1.09% | −0.06 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.8% | 2.36% | −0.06 |
| HD Home Depot Inc. | Reduce -0.7% | 1.68% | −0.05 |
| FTV Fortive Corp. | Reduce -8.8% | 0.57% | −0.05 |
| TKR Timken Co. | Reduce -8.5% | 0.80% | −0.04 |
| JNK SS SPDR BB High Yield Bond | Reduce -16.1% | 0.23% | −0.03 |
| IP International Paper Co. | Reduce -6.5% | 0.80% | −0.03 |
| DE Deere & Co. | Reduce -25.0% | 0.15% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -11.5% | 0.16% | −0.02 |
| CAT Caterpillar Inc. | Reduce -4.4% | 0.21% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -2.9% | 0.19% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -5.0% | 0.15% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -13.7% | 0.15% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -5.4% | 0.27% | −0.01 |
| SNA Snap-on Inc. | Reduce -2.5% | 0.96% | +0.00 |
| DVY iShares Select Dividend ETF | Reduce -3.8% | 0.25% | +0.01 |
| V Visa Inc. Class A | Reduce -9.0% | 0.19% | +0.01 |
| EPD Enterprise Products Partners | Reduce -8.3% | 0.27% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.7% | 0.18% | +0.01 |
| PEP Pepsico Inc. | Reduce -0.4% | 1.00% | +0.02 |
| NUE Nucor Corp. | Reduce -5.0% | 1.23% | +0.02 |
| FISV Fiserv Inc. | Reduce -0.6% | 0.28% | +0.03 |
| CTSH Cognizant Tech Solutions-A | Reduce -0.6% | 1.37% | +0.04 |
| UNP Union Pacific Corp. | Reduce -1.2% | 1.46% | +0.09 |
| VEA Vanguard Ftse Developed ETF | Reduce -3.0% | 1.34% | +0.09 |
| SLB SLB Ltd. | Reduce -2.1% | 0.98% | +0.10 |
| ADP Automatic Data Processing | Reduce -2.8% | 2.05% | +0.10 |
| LIN Linde PLC | Reduce -5.6% | 1.38% | +0.11 |
| KO The Coca-Cola Co. | Reduce -1.6% | 0.84% | +0.13 |
| RTX RTX Corp. | Reduce -4.4% | 1.16% | +0.14 |
| O Realty Income Corp. | Reduce -1.9% | 1.51% | +0.15 |
| AFL Aflac Inc. | Reduce -3.5% | 2.63% | +0.19 |
| JNJ Johnson & Johnson | Reduce -3.4% | 1.74% | +0.23 |
| ABBV Abbvie Inc. | Reduce -0.9% | 2.04% | +0.36 |
Portfolio Buys Q4 2024 → Q1 2025
| JEPI JPMorgan Equity Premium Inco | New | 0.41% | +0.41 |
| ABT Abbott Laboratories | Add +2.6% | 1.66% | +0.33 |
| VZ Verizon Communications Inc. | Add +3.3% | 1.53% | +0.27 |
| LRCX Lam Research Corp. | Add +60.3% | 0.62% | +0.25 |
| VNQ Vanguard Real Estate ETF | New | 0.15% | +0.15 |
| CMCSA Comcast Corp. Class A | Add +9.4% | 1.24% | +0.13 |
| KMB Kimberly-Clark Corp. | Add +3.7% | 0.75% | +0.11 |
| JPM JPMorgan Chase & Co. | Add +3.0% | 1.25% | +0.11 |
| EA Electronic Arts Inc. | Add +8.5% | 0.99% | +0.10 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +51.7% | 0.33% | +0.10 |
| QCOM Qualcomm Inc. | Add +0.2% | 2.13% | +0.08 |
| GIS General Mills Inc. | Add +8.3% | 1.58% | +0.08 |
| TEL Te Connectivity PLC | Add +3.0% | 1.48% | +0.08 |
| CL Colgate-Palmolive Co. | Add +0.5% | 1.10% | +0.08 |
| BND Vanguard Total Bond Market | Add +8.5% | 0.55% | +0.07 |
| NKE Nike Inc. Class B | Add +20.0% | 1.39% | +0.06 |
| SCHD Schwab US DVD Equity ETF | Add +17.1% | 0.22% | +0.04 |
| IBB iShares Biotechnology ETF | Add +4.6% | 0.90% | +0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +10.4% | 0.27% | +0.04 |
| ITW Illinois Tool Works | Add +0.4% | 0.87% | +0.02 |
| XLK SS Technology Select Sector | Add +15.7% | 0.15% | +0.01 |
| VLTO Veralto Corp. | Add +1.1% | 1.11% | +0.01 |
| AMTM Amentum Holdings Inc. | Add +11.8% | 0.23% | +0.00 |
| PRU Prudential Financial Inc. | Add +0.6% | 0.99% | −0.02 |
| TGT Target Corp. | Add +8.9% | 0.81% | −0.12 |
| TROW T Rowe Price Group Inc. | Add +6.6% | 1.05% | −0.12 |
| PYPL PayPal Holdings Inc. | Add +10.6% | 0.93% | −0.13 |
| BAH Booz Allen Hamilton Holdings | Add +1.0% | 1.54% | −0.27 |
| DLR Digital Realty Trust Inc. | Add +0.1% | 1.48% | −0.28 |
| ORCL Oracle Corp. | Add +0.1% | 2.39% | −0.35 |
| GOOGL Alphabet Inc. Class A | Add +2.5% | 2.64% | −0.40 |
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 |