Security National Bank of Sioux City Iowa
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 14, 2025), Security National Bank of Sioux City Iowa reported 84 stock positions worth $153.6 million. Its top holding was Microsoft (MSFT) at 5.5% of the portfolio, followed by Apple (AAPL, 5.2%) and Oracle (ORCL, 4.2%). Compared with Q2 2025, it opened 3 new positions, sold out of 6, added to 43 and reduced 25. The biggest buy was Walmart (WMT, shares +44%) and the biggest sale JPMorgan Chase (JPM, shares −39%).
- Most Recent 13F
- Q2 2026
- Location
- SIOUX CITY, IA
- CIK
- 0000894309
- Portfolio Value
- $153.6M (Q3 2025)
- SEC Filing
- 0000894309-25-000006 ↗ filed Oct 14, 2025
Holdings Value
Holdings 84 stocks · $153.6M
| MSFT Microsoft Corp. | 5.55% | 16,458 | $8.5M | Add +2.0% |
| AAPL Apple Inc. | 5.18% | 31,243 | $8.0M | Reduce -0.4% |
| ORCL Oracle Corp. | 4.25% | 23,204 | $6.5M | Reduce -1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.10% | 12,520 | $6.3M | Add +0.5% |
| GOOGL Alphabet Inc. Class A | 3.71% | 23,459 | $5.7M | Reduce -0.9% |
| WMT Walmart Inc. | 3.49% | 52,085 | $5.4M | Add +44.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 3.44% | 7 | $5.3M | No change |
| AFL Aflac Inc. | 2.37% | 32,586 | $3.6M | Add +0.5% |
| ABBV Abbvie Inc. | 2.32% | 15,382 | $3.6M | Add +0.3% |
| QCOM Qualcomm Inc. | 2.10% | 19,386 | $3.2M | Add +0.3% |
| LDOS Leidos Holdings Inc. | 2.09% | 17,025 | $3.2M | Reduce -0.6% |
| TMO Thermo Fisher Scientific Inc. | 2.06% | 6,514 | $3.2M | Reduce -0.5% |
| TEL Te Connectivity PLC | 2.06% | 14,390 | $3.2M | Reduce -1.0% |
| XOM Exxon Mobil Corp. | 1.99% | 27,157 | $3.1M | Reduce -2.3% |
| ADP Automatic Data Processing | 1.78% | 9,327 | $2.7M | Add +0.7% |
| CMI Cummins Inc. | 1.76% | 6,417 | $2.7M | Add +0.2% |
| JNJ Johnson & Johnson | 1.74% | 14,439 | $2.7M | Add +0.3% |
| HD Home Depot Inc. | 1.67% | 6,345 | $2.6M | Add +0.4% |
| DLR Digital Realty Trust Inc. | 1.61% | 14,335 | $2.5M | Add +0.4% |
| STT State Street Corp. | 1.56% | 20,687 | $2.4M | Reduce -0.1% |
| ABT Abbott Laboratories | 1.51% | 17,315 | $2.3M | Reduce -7.4% |
| JPM JPMorgan Chase & Co. | 1.45% | 7,084 | $2.2M | Reduce -38.7% |
| NKE Nike Inc. Class B | 1.44% | 31,794 | $2.2M | Add +0.3% |
| J Jacobs Solutions Inc. | 1.44% | 14,745 | $2.2M | Reduce -0.2% |
| O Realty Income Corp. | 1.42% | 35,905 | $2.2M | Add +0.3% |
| VEA Vanguard Ftse Developed ETF | 1.36% | 34,986 | $2.1M | Reduce -0.2% |
| VZ Verizon Communications Inc. | 1.35% | 47,315 | $2.1M | Reduce -0.6% |
| BAH Booz Allen Hamilton Holdings | 1.33% | 20,487 | $2.0M | Add +0.8% |
| UNP Union Pacific Corp. | 1.32% | 8,571 | $2.0M | Add +0.7% |
| RTX RTX Corp. | 1.30% | 11,932 | $2.0M | Reduce -0.1% |
| LIN Linde PLC | 1.24% | 4,023 | $1.9M | Reduce -0.8% |
| NUE Nucor Corp. | 1.24% | 14,077 | $1.9M | Add +0.1% |
| EA Electronic Arts Inc. | 1.23% | 9,394 | $1.9M | Add +0.1% |
| LRCX Lam Research Corp. | 1.23% | 14,116 | $1.9M | Add +0.4% |
| GIS General Mills Inc. | 1.21% | 36,995 | $1.9M | Add +0.9% |
| DHR Danaher Corp. | 1.15% | 8,931 | $1.8M | Reduce -0.5% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 1.09% | 16,379 | $1.7M | Add +1.1% |
| VLTO Veralto Corp. | 1.09% | 15,755 | $1.7M | Add +0.5% |
| CTSH Cognizant Tech Solutions-A | 1.09% | 24,947 | $1.7M | Add +0.8% |
| WAB Wabtec Corp. | 1.08% | 8,274 | $1.7M | Add +0.4% |
| CMCSA Comcast Corp. Class A | 0.97% | 47,214 | $1.5M | Add +1.0% |
| PYPL PayPal Holdings Inc. | 0.94% | 21,452 | $1.4M | Add +1.7% |
| IBB iShares Biotechnology ETF | 0.92% | 9,759 | $1.4M | Add +0.5% |
| SNA Snap-on Inc. | 0.88% | 3,918 | $1.4M | Add +0.5% |
| JEPI JPMorgan Equity Premium Inco | 0.88% | 23,645 | $1.4M | No change |
| CL Colgate-Palmolive Co. | 0.85% | 16,241 | $1.3M | Add +0.8% |
| PEP Pepsico Inc. | 0.84% | 9,169 | $1.3M | Reduce -0.1% |
| PRU Prudential Financial Inc. | 0.83% | 12,305 | $1.3M | Add +0.8% |
| ITW Illinois Tool Works | 0.83% | 4,879 | $1.3M | Add +0.7% |
| AMZN Amazon.com Inc. | 0.80% | 5,595 | $1.2M | Add +1.2% |
| TKR Timken Co. | 0.74% | 15,205 | $1.1M | Add +0.1% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.73% | 32,609 | $1.1M | Add +0.6% |
| MINT PIMCO Enhanced Short Maturit | 0.68% | 10,398 | $1.0M | No change |
| IP International Paper Co. | 0.63% | 20,870 | $968K | Add +0.7% |
| KO The Coca-Cola Co. | 0.61% | 14,089 | $934K | Add +0.7% |
| KMB Kimberly-Clark Corp. | 0.59% | 7,290 | $906K | Add +0.8% |
| BND Vanguard Total Bond Market | 0.50% | 10,251 | $762K | Add +0.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.38% | 1,219 | $585K | Reduce -0.7% |
| MUNI PIMCO Intermediate Municipal | 0.37% | 10,800 | $565K | New |
| LMT Lockheed Martin Corp. | 0.37% | 1,126 | $562K | No change |
| FTV Fortive Corp. | 0.34% | 10,785 | $528K | Add +0.8% |
| CAT Caterpillar Inc. | 0.33% | 1,064 | $508K | No change |
| AMTM Amentum Holdings Inc. | 0.30% | 19,331 | $463K | Add +0.3% |
| META Meta Platforms Inc. Class A | 0.30% | 620 | $455K | Reduce -3.9% |
| NVDA Nvidia Corp. | 0.29% | 2,415 | $451K | Reduce -29.3% |
| LNT Alliant Energy Corp. | 0.28% | 6,304 | $425K | Reduce -11.0% |
| ORI Old Republic Intl Corp. | 0.26% | 9,265 | $393K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.26% | 2,104 | $392K | Add +0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 530 | $353K | No change |
| TSN Tyson Foods Inc. Class A | 0.23% | 6,488 | $352K | No change |
| IVV iShares Core S&P 500 ETF | 0.20% | 461 | $309K | New |
| JNK SS SPDR BB High Yield Bond | 0.20% | 3,133 | $307K | Add +0.1% |
| SCHD Schwab US DVD Equity ETF | 0.20% | 11,070 | $302K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.19% | 5,470 | $296K | Reduce -0.5% |
| MRK Merck & Co. Inc. | 0.19% | 3,402 | $286K | Add +3.6% |
| XLK SS Technology Select Sector | 0.18% | 1,000 | $282K | No change |
| DVY iShares Select Dividend ETF | 0.18% | 1,905 | $271K | Reduce -12.0% |
| NNI Nelnet Inc. Class A | 0.17% | 2,100 | $263K | No change |
| VOO Vanguard S&P 500 ETF | 0.17% | 417 | $255K | Reduce -1.6% |
| V Visa Inc. Class A | 0.16% | 711 | $243K | Reduce -6.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.15% | 936 | $238K | No change |
| FISV Fiserv Inc. | 0.14% | 1,700 | $219K | No change |
| AVGO Broadcom Inc. | 0.14% | 640 | $211K | New |
| VNQ Vanguard Real Estate ETF | 0.14% | 2,289 | $209K | Add +0.2% |
Portfolio Sells Q2 2025 → Q3 2025
| JPM JPMorgan Chase & Co. | Reduce -38.7% | 1.45% | −0.90 |
| ET Energy Transfer LP | Sold out | 0.00% | −0.42 |
| ABT Abbott Laboratories | Reduce -7.4% | 1.51% | −0.28 |
| SUN Sunoco LP | Sold out | 0.00% | −0.26 |
| EPD Enterprise Products Partners | Sold out | 0.00% | −0.21 |
| PAA Plains All Amer Pipeline LP | Sold out | 0.00% | −0.16 |
| DE Deere & Co. | Sold out | 0.00% | −0.14 |
| XOM Exxon Mobil Corp. | Reduce -2.3% | 1.99% | −0.11 |
| DHR Danaher Corp. | Reduce -0.5% | 1.15% | −0.09 |
| LIN Linde PLC | Reduce -0.8% | 1.24% | −0.09 |
| VZ Verizon Communications Inc. | Reduce -0.6% | 1.35% | −0.09 |
| NVDA Nvidia Corp. | Reduce -29.3% | 0.29% | −0.09 |
| NGL NGL Energy Partners LP | Sold out | 0.00% | −0.06 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.2% | 1.36% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -3.9% | 0.30% | −0.04 |
| V Visa Inc. Class A | Reduce -6.6% | 0.16% | −0.03 |
| DVY iShares Select Dividend ETF | Reduce -12.0% | 0.18% | −0.03 |
| LNT Alliant Energy Corp. | Reduce -11.0% | 0.28% | −0.02 |
| PEP Pepsico Inc. | Reduce -0.1% | 0.84% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -1.6% | 0.17% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.5% | 0.19% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.7% | 0.38% | +0.00 |
| STT State Street Corp. | Reduce -0.1% | 1.56% | +0.02 |
| J Jacobs Solutions Inc. | Reduce -0.2% | 1.44% | +0.08 |
| RTX RTX Corp. | Reduce -0.1% | 1.30% | +0.08 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.5% | 2.06% | +0.19 |
| LDOS Leidos Holdings Inc. | Reduce -0.6% | 2.09% | +0.20 |
| TEL Te Connectivity PLC | Reduce -1.0% | 2.06% | +0.34 |
| ORCL Oracle Corp. | Reduce -1.3% | 4.25% | +0.64 |
| AAPL Apple Inc. | Reduce -0.4% | 5.18% | +0.66 |
| GOOGL Alphabet Inc. Class A | Reduce -0.9% | 3.71% | +0.78 |
Portfolio Buys Q2 2025 → Q3 2025
| WMT Walmart Inc. | Add +44.5% | 3.49% | +1.02 |
| MUNI PIMCO Intermediate Municipal | New | 0.37% | +0.37 |
| ABBV Abbvie Inc. | Add +0.3% | 2.32% | +0.32 |
| CMI Cummins Inc. | Add +0.2% | 1.76% | +0.29 |
| LRCX Lam Research Corp. | Add +0.4% | 1.23% | +0.27 |
| IVV iShares Core S&P 500 ETF | New | 0.20% | +0.20 |
| JNJ Johnson & Johnson | Add +0.3% | 1.74% | +0.20 |
| EA Electronic Arts Inc. | Add +0.1% | 1.23% | +0.18 |
| AVGO Broadcom Inc. | New | 0.14% | +0.14 |
| IBB iShares Biotechnology ETF | Add +0.5% | 0.92% | +0.06 |
| HD Home Depot Inc. | Add +0.4% | 1.67% | +0.05 |
| SNA Snap-on Inc. | Add +0.5% | 0.88% | +0.03 |
| MRK Merck & Co. Inc. | Add +3.6% | 0.19% | +0.00 |
| TROW T Rowe Price Group Inc. | Add +1.1% | 1.09% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.1% | 0.26% | −0.01 |
| VNQ Vanguard Real Estate ETF | Add +0.2% | 0.14% | −0.01 |
| ITW Illinois Tool Works | Add +0.7% | 0.83% | −0.01 |
| JNK SS SPDR BB High Yield Bond | Add +0.1% | 0.20% | −0.01 |
| VLTO Veralto Corp. | Add +0.5% | 1.09% | −0.02 |
| AMTM Amentum Holdings Inc. | Add +0.3% | 0.30% | −0.02 |
| O Realty Income Corp. | Add +0.3% | 1.42% | −0.03 |
| TKR Timken Co. | Add +0.1% | 0.74% | −0.03 |
| AFL Aflac Inc. | Add +0.5% | 2.37% | −0.03 |
| BND Vanguard Total Bond Market | Add +0.5% | 0.50% | −0.03 |
| NUE Nucor Corp. | Add +0.1% | 1.24% | −0.04 |
| SLB SLB Ltd. | Add +0.6% | 0.73% | −0.04 |
| FTV Fortive Corp. | Add +0.8% | 0.34% | −0.05 |
| IP International Paper Co. | Add +0.7% | 0.63% | −0.05 |
| AMZN Amazon.com Inc. | Add +1.2% | 0.80% | −0.05 |
| UNP Union Pacific Corp. | Add +0.7% | 1.32% | −0.06 |
| QCOM Qualcomm Inc. | Add +0.3% | 2.10% | −0.06 |
| KMB Kimberly-Clark Corp. | Add +0.8% | 0.59% | −0.06 |
| MSFT Microsoft Corp. | Add +2.0% | 5.55% | −0.08 |
| KO The Coca-Cola Co. | Add +0.7% | 0.61% | −0.09 |
| PRU Prudential Financial Inc. | Add +0.8% | 0.83% | −0.09 |
| GIS General Mills Inc. | Add +0.9% | 1.21% | −0.12 |
| WAB Wabtec Corp. | Add +0.4% | 1.08% | −0.13 |
| DLR Digital Realty Trust Inc. | Add +0.4% | 1.61% | −0.13 |
| NKE Nike Inc. Class B | Add +0.3% | 1.44% | −0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.5% | 4.10% | −0.15 |
| BAH Booz Allen Hamilton Holdings | Add +0.8% | 1.33% | −0.15 |
| PYPL PayPal Holdings Inc. | Add +1.7% | 0.94% | −0.16 |
| CL Colgate-Palmolive Co. | Add +0.8% | 0.85% | −0.18 |
| CMCSA Comcast Corp. Class A | Add +1.0% | 0.97% | −0.20 |
| ADP Automatic Data Processing | Add +0.7% | 1.78% | −0.22 |
| CTSH Cognizant Tech Solutions-A | Add +0.8% | 1.09% | −0.27 |
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 |