Security National Bank of Sioux City Iowa
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 15, 2025), Security National Bank of Sioux City Iowa reported 87 stock positions worth $142.5 million. Its top holding was Microsoft (MSFT) at 5.6% of the portfolio, followed by Apple (AAPL, 4.5%) and Berkshire Hathaway Class B (BRK.B, 4.2%). Compared with Q1 2025, it opened 2 new positions, sold out of 3, added to 35 and reduced 36. The biggest buy was Microsoft (MSFT, shares +2%) and the biggest sale an exit from Occidental Petroleum (OXY).
- Most Recent 13F
- Q2 2026
- Location
- SIOUX CITY, IA
- CIK
- 0000894309
- Portfolio Value
- $142.5M (Q2 2025)
- SEC Filing
- 0001105909-25-000003 ↗ filed Aug 15, 2025
Holdings Value
Holdings 87 stocks · $142.5M
| MSFT Microsoft Corp. | 5.63% | 16,132 | $8.0M | Add +2.3% |
| AAPL Apple Inc. | 4.52% | 31,361 | $6.4M | Reduce -0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.25% | 12,456 | $6.1M | Reduce -4.6% |
| ORCL Oracle Corp. | 3.61% | 23,519 | $5.1M | Add +0.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 3.58% | 7 | $5.1M | No change |
| GOOGL Alphabet Inc. Class A | 2.93% | 23,669 | $4.2M | Add +0.6% |
| WMT Walmart Inc. | 2.47% | 36,052 | $3.5M | Add +1.0% |
| AFL Aflac Inc. | 2.40% | 32,416 | $3.4M | Reduce -0.5% |
| JPM JPMorgan Chase & Co. | 2.35% | 11,549 | $3.3M | Add +64.3% |
| QCOM Qualcomm Inc. | 2.16% | 19,318 | $3.1M | Add +1.2% |
| XOM Exxon Mobil Corp. | 2.10% | 27,782 | $3.0M | Add +2.5% |
| ADP Automatic Data Processing | 2.01% | 9,265 | $2.9M | Add +0.1% |
| ABBV Abbvie Inc. | 2.00% | 15,337 | $2.8M | Add +14.6% |
| LDOS Leidos Holdings Inc. | 1.90% | 17,120 | $2.7M | Reduce -0.7% |
| TMO Thermo Fisher Scientific Inc. | 1.86% | 6,549 | $2.7M | Add +0.3% |
| ABT Abbott Laboratories | 1.79% | 18,705 | $2.5M | Add +8.9% |
| DLR Digital Realty Trust Inc. | 1.75% | 14,275 | $2.5M | Add +0.1% |
| TEL Te Connectivity PLC | 1.72% | 14,535 | $2.5M | Add +0.7% |
| HD Home Depot Inc. | 1.63% | 6,322 | $2.3M | Add +0.3% |
| NKE Nike Inc. Class B | 1.58% | 31,709 | $2.3M | Add +4.9% |
| STT State Street Corp. | 1.55% | 20,714 | $2.2M | Reduce -0.1% |
| JNJ Johnson & Johnson | 1.54% | 14,389 | $2.2M | Reduce -0.1% |
| BAH Booz Allen Hamilton Holdings | 1.49% | 20,332 | $2.1M | Add +0.2% |
| CMI Cummins Inc. | 1.47% | 6,404 | $2.1M | Reduce -0.2% |
| O Realty Income Corp. | 1.45% | 35,815 | $2.1M | Add +0.2% |
| VZ Verizon Communications Inc. | 1.45% | 47,578 | $2.1M | Add +2.4% |
| VEA Vanguard Ftse Developed ETF | 1.40% | 35,059 | $2.0M | Reduce -3.3% |
| UNP Union Pacific Corp. | 1.38% | 8,516 | $2.0M | Reduce -0.1% |
| J Jacobs Solutions Inc. | 1.36% | 14,777 | $1.9M | Reduce -0.5% |
| CTSH Cognizant Tech Solutions-A | 1.35% | 24,737 | $1.9M | Add +0.2% |
| LIN Linde PLC | 1.34% | 4,055 | $1.9M | Reduce -0.8% |
| GIS General Mills Inc. | 1.33% | 36,665 | $1.9M | Add +0.8% |
| NUE Nucor Corp. | 1.28% | 14,057 | $1.8M | Reduce -0.3% |
| DHR Danaher Corp. | 1.24% | 8,976 | $1.8M | Add +0.0% |
| RTX RTX Corp. | 1.22% | 11,949 | $1.7M | Reduce -1.1% |
| WAB Wabtec Corp. | 1.21% | 8,244 | $1.7M | Reduce -0.7% |
| CMCSA Comcast Corp. Class A | 1.17% | 46,734 | $1.7M | Add +1.3% |
| VLTO Veralto Corp. | 1.11% | 15,673 | $1.6M | Reduce -0.2% |
| PYPL PayPal Holdings Inc. | 1.10% | 21,092 | $1.6M | Add +7.6% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 1.10% | 16,194 | $1.6M | Add +2.9% |
| EA Electronic Arts Inc. | 1.05% | 9,389 | $1.5M | Reduce -0.3% |
| CL Colgate-Palmolive Co. | 1.03% | 16,111 | $1.5M | Reduce -0.3% |
| LRCX Lam Research Corp. | 0.96% | 14,061 | $1.4M | Add +20.0% |
| JEPI JPMorgan Equity Premium Inco | 0.94% | 23,645 | $1.3M | Add +140.2% |
| PRU Prudential Financial Inc. | 0.92% | 12,210 | $1.3M | Add +0.2% |
| IBB iShares Biotechnology ETF | 0.86% | 9,709 | $1.2M | Add +0.5% |
| SNA Snap-on Inc. | 0.85% | 3,900 | $1.2M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 0.85% | 5,530 | $1.2M | New |
| PEP Pepsico Inc. | 0.85% | 9,174 | $1.2M | Reduce -0.5% |
| ITW Illinois Tool Works | 0.84% | 4,844 | $1.2M | Add +0.2% |
| TKR Timken Co. | 0.77% | 15,195 | $1.1M | Reduce -0.7% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.77% | 32,414 | $1.1M | Add +0.5% |
| MINT PIMCO Enhanced Short Maturit | 0.73% | 10,398 | $1.0M | No change |
| KO The Coca-Cola Co. | 0.69% | 13,989 | $990K | Reduce -13.4% |
| IP International Paper Co. | 0.68% | 20,730 | $971K | Add +0.2% |
| KMB Kimberly-Clark Corp. | 0.65% | 7,230 | $932K | Add +0.1% |
| BND Vanguard Total Bond Market | 0.53% | 10,200 | $751K | Reduce -1.4% |
| ET Energy Transfer LP | 0.42% | 32,825 | $595K | No change |
| FTV Fortive Corp. | 0.39% | 10,700 | $558K | Reduce -0.6% |
| NVDA Nvidia Corp. | 0.38% | 3,415 | $540K | Reduce -56.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.38% | 1,228 | $538K | Reduce -0.4% |
| LMT Lockheed Martin Corp. | 0.37% | 1,126 | $521K | No change |
| META Meta Platforms Inc. Class A | 0.33% | 645 | $476K | No change |
| AMTM Amentum Holdings Inc. | 0.32% | 19,273 | $455K | Add +12.9% |
| LNT Alliant Energy Corp. | 0.30% | 7,084 | $428K | New |
| CAT Caterpillar Inc. | 0.29% | 1,064 | $413K | Add +23.1% |
| SUN Sunoco LP | 0.26% | 7,000 | $375K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.26% | 2,103 | $372K | Reduce -0.7% |
| TSN Tyson Foods Inc. Class A | 0.25% | 6,488 | $363K | Reduce -71.4% |
| ORI Old Republic Intl Corp. | 0.25% | 9,265 | $356K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 530 | $327K | No change |
| EPD Enterprise Products Partners | 0.21% | 9,878 | $306K | Reduce -8.8% |
| JNK SS SPDR BB High Yield Bond | 0.21% | 3,130 | $304K | Reduce -5.5% |
| SCHD Schwab US DVD Equity ETF | 0.21% | 11,070 | $293K | No change |
| FISV Fiserv Inc. | 0.21% | 1,700 | $293K | Reduce -1.2% |
| DVY iShares Select Dividend ETF | 0.20% | 2,165 | $288K | Reduce -15.3% |
| VWO Vanguard Ftse Emerging Marke | 0.19% | 5,496 | $272K | Reduce -0.8% |
| V Visa Inc. Class A | 0.19% | 761 | $270K | No change |
| MRK Merck & Co. Inc. | 0.18% | 3,283 | $260K | Add +13.9% |
| NNI Nelnet Inc. Class A | 0.18% | 2,100 | $254K | No change |
| XLK SS Technology Select Sector | 0.18% | 1,000 | $253K | No change |
| VOO Vanguard S&P 500 ETF | 0.17% | 424 | $241K | Reduce -1.6% |
| PAA Plains All Amer Pipeline LP | 0.16% | 12,400 | $227K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.16% | 936 | $222K | Reduce -0.4% |
| VNQ Vanguard Real Estate ETF | 0.14% | 2,284 | $203K | Reduce -0.3% |
| DE Deere & Co. | 0.14% | 394 | $200K | Reduce -9.6% |
| NGL NGL Energy Partners LP | 0.06% | 21,100 | $90K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| OXY Occidental Petroleum Corp. | Sold out | 0.00% | −0.90 |
| TGT Target Corp. | Sold out | 0.00% | −0.81 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.6% | 4.25% | −0.80 |
| TSN Tyson Foods Inc. Class A | Reduce -71.4% | 0.25% | −0.80 |
| AAPL Apple Inc. | Reduce -0.1% | 4.52% | −0.55 |
| NVDA Nvidia Corp. | Reduce -56.6% | 0.38% | −0.24 |
| AFL Aflac Inc. | Reduce -0.5% | 2.40% | −0.23 |
| JNJ Johnson & Johnson | Reduce -0.1% | 1.54% | −0.19 |
| FTV Fortive Corp. | Reduce -0.6% | 0.39% | −0.18 |
| PEP Pepsico Inc. | Reduce -0.5% | 0.85% | −0.15 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.15 |
| KO The Coca-Cola Co. | Reduce -13.4% | 0.69% | −0.15 |
| SNA Snap-on Inc. | Reduce -0.1% | 0.85% | −0.10 |
| UNP Union Pacific Corp. | Reduce -0.1% | 1.38% | −0.09 |
| CL Colgate-Palmolive Co. | Reduce -0.3% | 1.03% | −0.07 |
| FISV Fiserv Inc. | Reduce -1.2% | 0.21% | −0.07 |
| EPD Enterprise Products Partners | Reduce -8.8% | 0.21% | −0.05 |
| LIN Linde PLC | Reduce -0.8% | 1.34% | −0.05 |
| DVY iShares Select Dividend ETF | Reduce -15.3% | 0.20% | −0.05 |
| BND Vanguard Total Bond Market | Reduce -1.4% | 0.53% | −0.03 |
| TKR Timken Co. | Reduce -0.7% | 0.77% | −0.02 |
| JNK SS SPDR BB High Yield Bond | Reduce -5.5% | 0.21% | −0.02 |
| DE Deere & Co. | Reduce -9.6% | 0.14% | −0.01 |
| VNQ Vanguard Real Estate ETF | Reduce -0.3% | 0.14% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.7% | 0.26% | −0.00 |
| VLTO Veralto Corp. | Reduce -0.2% | 1.11% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.4% | 0.16% | +0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -1.6% | 0.17% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.8% | 0.19% | +0.01 |
| CMI Cummins Inc. | Reduce -0.2% | 1.47% | +0.01 |
| NUE Nucor Corp. | Reduce -0.3% | 1.28% | +0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.4% | 0.38% | +0.05 |
| J Jacobs Solutions Inc. | Reduce -0.5% | 1.36% | +0.06 |
| RTX RTX Corp. | Reduce -1.1% | 1.22% | +0.06 |
| VEA Vanguard Ftse Developed ETF | Reduce -3.3% | 1.40% | +0.06 |
| EA Electronic Arts Inc. | Reduce -0.3% | 1.05% | +0.06 |
| WAB Wabtec Corp. | Reduce -0.7% | 1.21% | +0.12 |
| STT State Street Corp. | Reduce -0.1% | 1.55% | +0.20 |
| LDOS Leidos Holdings Inc. | Reduce -0.7% | 1.90% | +0.21 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +2.3% | 5.63% | +1.33 |
| ORCL Oracle Corp. | Add +0.2% | 3.61% | +1.22 |
| JPM JPMorgan Chase & Co. | Add +64.3% | 2.35% | +1.10 |
| AMZN Amazon.com Inc. | New | 0.85% | +0.85 |
| JEPI JPMorgan Equity Premium Inco | Add +140.2% | 0.94% | +0.53 |
| LRCX Lam Research Corp. | Add +20.0% | 0.96% | +0.34 |
| LNT Alliant Energy Corp. | New | 0.30% | +0.30 |
| GOOGL Alphabet Inc. Class A | Add +0.6% | 2.93% | +0.28 |
| DLR Digital Realty Trust Inc. | Add +0.1% | 1.75% | +0.26 |
| TEL Te Connectivity PLC | Add +0.7% | 1.72% | +0.24 |
| WMT Walmart Inc. | Add +1.0% | 2.47% | +0.20 |
| NKE Nike Inc. Class B | Add +4.9% | 1.58% | +0.19 |
| PYPL PayPal Holdings Inc. | Add +7.6% | 1.10% | +0.17 |
| ABT Abbott Laboratories | Add +8.9% | 1.79% | +0.13 |
| AMTM Amentum Holdings Inc. | Add +12.9% | 0.32% | +0.09 |
| CAT Caterpillar Inc. | Add +23.1% | 0.29% | +0.08 |
| TROW T Rowe Price Group Inc. | Add +2.9% | 1.10% | +0.05 |
| QCOM Qualcomm Inc. | Add +1.2% | 2.16% | +0.03 |
| MRK Merck & Co. Inc. | Add +13.9% | 0.18% | −0.01 |
| CTSH Cognizant Tech Solutions-A | Add +0.2% | 1.35% | −0.02 |
| ITW Illinois Tool Works | Add +0.2% | 0.84% | −0.03 |
| IBB iShares Biotechnology ETF | Add +0.5% | 0.86% | −0.04 |
| ABBV Abbvie Inc. | Add +14.6% | 2.00% | −0.04 |
| ADP Automatic Data Processing | Add +0.1% | 2.01% | −0.05 |
| HD Home Depot Inc. | Add +0.3% | 1.63% | −0.05 |
| BAH Booz Allen Hamilton Holdings | Add +0.2% | 1.49% | −0.06 |
| O Realty Income Corp. | Add +0.2% | 1.45% | −0.06 |
| CMCSA Comcast Corp. Class A | Add +1.3% | 1.17% | −0.07 |
| PRU Prudential Financial Inc. | Add +0.2% | 0.92% | −0.07 |
| VZ Verizon Communications Inc. | Add +2.4% | 1.45% | −0.09 |
| KMB Kimberly-Clark Corp. | Add +0.1% | 0.65% | −0.09 |
| DHR Danaher Corp. | Add +0.0% | 1.24% | −0.09 |
| IP International Paper Co. | Add +0.2% | 0.68% | −0.12 |
| SLB SLB Ltd. | Add +0.5% | 0.77% | −0.21 |
| XOM Exxon Mobil Corp. | Add +2.5% | 2.10% | −0.24 |
| GIS General Mills Inc. | Add +0.8% | 1.33% | −0.25 |
| TMO Thermo Fisher Scientific Inc. | Add +0.3% | 1.86% | −0.50 |
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 |