Security National Bank of Sioux City Iowa

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Security National Bank of Sioux City Iowa reported 90 stock positions worth $155.8 million. Its top holding was Apple (AAPL) at 5.5% of the portfolio, followed by Microsoft (MSFT, 5.1%) and Alphabet Class A (GOOGL, 4.7%). Compared with Q3 2025, it opened 9 new positions, sold out of 3, added to 19 and reduced 46. The biggest buy was a new position in Grand Canyon Education (LOPE) and the biggest sale Oracle (ORCL, shares −4%).

Most Recent 13F
Q2 2026
Location
SIOUX CITY, IA
CIK
0000894309
Portfolio Value
$155.8M (Q4 2025)
SEC Filing
0000894309-26-000001 ↗ filed Feb 13, 2026

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 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 $155.8M Q4 2025 Q1 2026: $169.2M Q1 2026 Q2 2026: $243.7M Q2 2026

Holdings 90 stocks · $155.8M

AAPL Apple Inc. 5.52% 31,610 $8.6M Add +1.2%
MSFT Microsoft Corp. 5.06% 16,304 $7.9M Reduce -0.9%
GOOGL Alphabet Inc. Class A 4.66% 23,193 $7.3M Reduce -1.1%
BRK.B Berkshire Hathaway Inc. Class B 4.25% 13,187 $6.6M Add +5.3%
WMT Walmart Inc. 3.65% 50,999 $5.7M Reduce -2.1%
BRK.A Berkshire Hathaway Inc. Class A 3.39% 7 $5.3M No change
ORCL Oracle Corp. 2.78% 22,219 $4.3M Reduce -4.2%
TMO Thermo Fisher Scientific Inc. 2.41% 6,489 $3.8M Reduce -0.4%
AFL Aflac Inc. 2.30% 32,526 $3.6M Reduce -0.2%
ABBV Abbvie Inc. 2.25% 15,332 $3.5M Reduce -0.3%
QCOM Qualcomm Inc. 2.12% 19,313 $3.3M Reduce -0.4%
XOM Exxon Mobil Corp. 2.11% 27,315 $3.3M Add +0.6%
TEL Te Connectivity PLC 2.09% 14,328 $3.3M Reduce -0.4%
CMI Cummins Inc. 2.09% 6,385 $3.3M Reduce -0.5%
LDOS Leidos Holdings Inc. 1.96% 16,965 $3.1M Reduce -0.3%
JNJ Johnson & Johnson 1.94% 14,587 $3.0M Add +1.0%
STT State Street Corp. 1.70% 20,578 $2.7M Reduce -0.5%
ADP Automatic Data Processing 1.54% 9,337 $2.4M Add +0.1%
LRCX Lam Research Corp. 1.54% 13,981 $2.4M Reduce -1.0%
NUE Nucor Corp. 1.47% 14,020 $2.3M Reduce -0.4%
JPM JPMorgan Chase & Co. 1.46% 7,080 $2.3M Reduce -0.1%
DLR Digital Realty Trust Inc. 1.42% 14,325 $2.2M Reduce -0.1%
HD Home Depot Inc. 1.40% 6,347 $2.2M Add +0.0%
RTX RTX Corp. 1.40% 11,851 $2.2M Reduce -0.7%
VEA Vanguard Ftse Developed ETF 1.39% 34,763 $2.2M Reduce -0.6%
ABT Abbott Laboratories 1.38% 17,125 $2.1M Reduce -1.1%
CTSH Cognizant Tech Solutions-A 1.33% 24,882 $2.1M Reduce -0.3%
DHR Danaher Corp. 1.31% 8,906 $2.0M Reduce -0.3%
NKE Nike Inc. Class B 1.30% 31,777 $2.0M Reduce -0.1%
O Realty Income Corp. 1.29% 35,765 $2.0M Reduce -0.4%
UNP Union Pacific Corp. 1.28% 8,626 $2.0M Add +0.6%
J Jacobs Solutions Inc. 1.24% 14,605 $1.9M Reduce -0.9%
VZ Verizon Communications Inc. 1.24% 47,250 $1.9M Reduce -0.1%
LOPE Grand Canyon Education Inc. 1.17% 10,960 $1.8M New
WAB Wabtec Corp. 1.13% 8,249 $1.8M Reduce -0.3%
BAH Booz Allen Hamilton Holdings 1.11% 20,582 $1.7M Add +0.5%
LIN Linde PLC 1.10% 4,002 $1.7M Reduce -0.5%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 1.08% 16,404 $1.7M Add +0.1%
IBB iShares Biotechnology ETF 1.05% 9,707 $1.6M Reduce -0.5%
VLTO Veralto Corp. 1.01% 15,762 $1.6M Add +0.0%
CMCSA Comcast Corp. Class A 0.90% 46,785 $1.4M Reduce -0.9%
PRU Prudential Financial Inc. 0.89% 12,283 $1.4M Reduce -0.2%
JEPI JPMorgan Equity Premium Inco 0.87% 23,645 $1.4M No change
SNA Snap-on Inc. 0.86% 3,906 $1.3M Reduce -0.3%
PEP Pepsico Inc. 0.85% 9,279 $1.3M Add +1.2%
AMZN Amazon.com Inc. 0.85% 5,711 $1.3M Add +2.1%
CL Colgate-Palmolive Co. 0.82% 16,251 $1.3M Add +0.1%
TKR Timken Co. 0.82% 15,159 $1.3M Reduce -0.3%
SLB SLB Ltd. filed as SLB LIMITED 0.80% 32,549 $1.2M Reduce -0.2%
PYPL PayPal Holdings Inc. 0.80% 21,387 $1.2M Reduce -0.3%
ITW Illinois Tool Works 0.77% 4,862 $1.2M Reduce -0.3%
VGT Vanguard Info Tech ETF 0.76% 1,575 $1.2M New
MINT PIMCO Enhanced Short Maturit 0.67% 10,398 $1.0M No change
KO The Coca-Cola Co. 0.64% 14,253 $996K Add +1.2%
IP International Paper Co. 0.53% 20,860 $822K Reduce -0.1%
BND Vanguard Total Bond Market 0.49% 10,279 $761K Add +0.3%
KMB Kimberly-Clark Corp. 0.47% 7,300 $736K Add +0.1%
VT Vanguard Tot World STK ETF 0.45% 5,011 $707K New
CAT Caterpillar Inc. 0.39% 1,064 $610K No change
FTV Fortive Corp. 0.38% 10,745 $593K Reduce -0.4%
VUG Vanguard Mrngstar GR ETF-Sui 0.38% 1,207 $589K Reduce -1.0%
MUNI PIMCO Intermediate Municipal 0.36% 10,800 $566K No change
AMTM Amentum Holdings Inc. 0.36% 19,289 $559K Reduce -0.2%
LMT Lockheed Martin Corp. 0.35% 1,126 $545K No change
NVDA Nvidia Corp. 0.30% 2,465 $460K Add +2.1%
ORI Old Republic Intl Corp. 0.27% 9,265 $423K No change
LNT Alliant Energy Corp. 0.26% 6,304 $410K No change
META Meta Platforms Inc. Class A 0.26% 620 $409K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.26% 2,094 $400K Reduce -0.5%
EA Electronic Arts Inc. 0.25% 1,919 $392K Reduce -79.6%
TSN Tyson Foods Inc. Class A 0.24% 6,370 $373K Reduce -1.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.23% 530 $361K No change
MRK Merck & Co. Inc. 0.23% 3,402 $358K No change
GOOG Alphabet Inc. Class C 0.21% 1,045 $328K New
JNK SS SPDR BB High Yield Bond 0.20% 3,143 $306K Add +0.3%
SCHD Schwab US DVD Equity ETF 0.19% 11,070 $304K No change
VWO Vanguard Ftse Emerging Marke 0.19% 5,408 $291K Reduce -1.1%
XLK SS Technology Select Sector 0.18% 2,000 $288K No change
NNI Nelnet Inc. Class A 0.18% 2,100 $279K No change
DVY iShares Select Dividend ETF 0.17% 1,905 $269K No change
VOO Vanguard S&P 500 ETF 0.16% 407 $255K Reduce -2.4%
V Visa Inc. Class A 0.16% 711 $249K No change
VB Vanguard Most SM-Cap ETF-Usd 0.15% 923 $238K Reduce -1.4%
AVGO Broadcom Inc. 0.14% 652 $226K Add +1.9%
CSCO Cisco Systems Inc. 0.13% 2,632 $203K New
VNQ Vanguard Real Estate ETF 0.13% 2,284 $202K Reduce -0.2%
CGEN Compugen Ltd. 0.02% 25,000 $38K New
CRDL Cardiol Therapeutics Inc. Class A 0.02% 33,000 $31K New
LXRX Lexicon Pharmaceuticals Inc. 0.02% 26,650 $31K New
ONCY Oncolytics Biotech Inc. 0.02% 33,255 $29K New

Portfolio Sells Q3 2025 → Q4 2025

ORCL Oracle Corp. Reduce -4.2% 2.78% −1.47
GIS General Mills Inc. Sold out 0.00% −1.21
EA Electronic Arts Inc. Reduce -79.6% 0.25% −0.98
MSFT Microsoft Corp. Reduce -0.9% 5.06% −0.49
IVV iShares Core S&P 500 ETF Sold out 0.00% −0.20
J Jacobs Solutions Inc. Reduce -0.9% 1.24% −0.20
DLR Digital Realty Trust Inc. Reduce -0.1% 1.42% −0.19
LIN Linde PLC Reduce -0.5% 1.10% −0.15
NKE Nike Inc. Class B Reduce -0.1% 1.30% −0.14
FISV Fiserv Inc. Sold out 0.00% −0.14
PYPL PayPal Holdings Inc. Reduce -0.3% 0.80% −0.14
ABT Abbott Laboratories Reduce -1.1% 1.38% −0.13
LDOS Leidos Holdings Inc. Reduce -0.3% 1.96% −0.13
O Realty Income Corp. Reduce -0.4% 1.29% −0.13
VZ Verizon Communications Inc. Reduce -0.1% 1.24% −0.12
IP International Paper Co. Reduce -0.1% 0.53% −0.10
ABBV Abbvie Inc. Reduce -0.3% 2.25% −0.07
CMCSA Comcast Corp. Class A Reduce -0.9% 0.90% −0.07
AFL Aflac Inc. Reduce -0.2% 2.30% −0.07
ITW Illinois Tool Works Reduce -0.3% 0.77% −0.06
SNA Snap-on Inc. Reduce -0.3% 0.86% −0.02
VNQ Vanguard Real Estate ETF Reduce -0.2% 0.13% −0.01
VWO Vanguard Ftse Emerging Marke Reduce -1.1% 0.19% −0.01
VUG Vanguard Mrngstar GR ETF-Sui Reduce -1.0% 0.38% −0.00
VOO Vanguard S&P 500 ETF Reduce -2.4% 0.16% −0.00
VB Vanguard Most SM-Cap ETF-Usd Reduce -1.4% 0.15% −0.00
VTV Vanguard Mrngstr Val ETF-Aui Reduce -0.5% 0.26% +0.00
JPM JPMorgan Chase & Co. Reduce -0.1% 1.46% +0.01
TSN Tyson Foods Inc. Class A Reduce -1.8% 0.24% +0.01
QCOM Qualcomm Inc. Reduce -0.4% 2.12% +0.02
VEA Vanguard Ftse Developed ETF Reduce -0.6% 1.39% +0.03
TEL Te Connectivity PLC Reduce -0.4% 2.09% +0.04
FTV Fortive Corp. Reduce -0.4% 0.38% +0.04
WAB Wabtec Corp. Reduce -0.3% 1.13% +0.05
AMTM Amentum Holdings Inc. Reduce -0.2% 0.36% +0.06
PRU Prudential Financial Inc. Reduce -0.2% 0.89% +0.06
SLB SLB Ltd. Reduce -0.2% 0.80% +0.07
TKR Timken Co. Reduce -0.3% 0.82% +0.07
RTX RTX Corp. Reduce -0.7% 1.40% +0.10
IBB iShares Biotechnology ETF Reduce -0.5% 1.05% +0.13
STT State Street Corp. Reduce -0.5% 1.70% +0.14
WMT Walmart Inc. Reduce -2.1% 3.65% +0.15
DHR Danaher Corp. Reduce -0.3% 1.31% +0.16
NUE Nucor Corp. Reduce -0.4% 1.47% +0.23
CTSH Cognizant Tech Solutions-A Reduce -0.3% 1.33% +0.24
LRCX Lam Research Corp. Reduce -1.0% 1.54% +0.31
CMI Cummins Inc. Reduce -0.5% 2.09% +0.33
TMO Thermo Fisher Scientific Inc. Reduce -0.4% 2.41% +0.36
GOOGL Alphabet Inc. Class A Reduce -1.1% 4.66% +0.95

Portfolio Buys Q3 2025 → Q4 2025

LOPE Grand Canyon Education Inc. New 1.17% +1.17
VGT Vanguard Info Tech ETF New 0.76% +0.76
VT Vanguard Tot World STK ETF New 0.45% +0.45
AAPL Apple Inc. Add +1.2% 5.52% +0.34
GOOG Alphabet Inc. Class C New 0.21% +0.21
JNJ Johnson & Johnson Add +1.0% 1.94% +0.19
BRK.B Berkshire Hathaway Inc. Class B Add +5.3% 4.25% +0.16
CSCO Cisco Systems Inc. New 0.13% +0.13
XOM Exxon Mobil Corp. Add +0.6% 2.11% +0.12
AMZN Amazon.com Inc. Add +2.1% 0.85% +0.05
KO The Coca-Cola Co. Add +1.2% 0.64% +0.03
CGEN Compugen Ltd. New 0.02% +0.02
CRDL Cardiol Therapeutics Inc. Class A New 0.02% +0.02
LXRX Lexicon Pharmaceuticals Inc. New 0.02% +0.02
ONCY Oncolytics Biotech Inc. New 0.02% +0.02
PEP Pepsico Inc. Add +1.2% 0.85% +0.02
AVGO Broadcom Inc. Add +1.9% 0.14% +0.01
NVDA Nvidia Corp. Add +2.1% 0.30% +0.00
JNK SS SPDR BB High Yield Bond Add +0.3% 0.20% −0.00
BND Vanguard Total Bond Market Add +0.3% 0.49% −0.01
TROW T Rowe Price Group Inc. Add +0.1% 1.08% −0.02
CL Colgate-Palmolive Co. Add +0.1% 0.82% −0.02
UNP Union Pacific Corp. Add +0.6% 1.28% −0.04
VLTO Veralto Corp. Add +0.0% 1.01% −0.08
KMB Kimberly-Clark Corp. Add +0.1% 0.47% −0.12
BAH Booz Allen Hamilton Holdings Add +0.5% 1.11% −0.22
ADP Automatic Data Processing Add +0.1% 1.54% −0.24
HD Home Depot Inc. Add +0.0% 1.40% −0.27

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