Security National Bank of Sioux City Iowa
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Security National Bank of Sioux City Iowa reported 104 stock positions worth $169.2 million. Its top holding was BNY Mellon Muni Int ETF (BKMI) at 6.9% of the portfolio, followed by Apple (AAPL, 4.6%) and Berkshire Hathaway Class B (BRK.B, 3.9%). Compared with Q4 2025, it opened 17 new positions, sold out of 3, added to 25 and reduced 48. The biggest buy was a new position in BNY Mellon Muni Int ETF (BKMI) and the biggest sale Alphabet Class A (GOOGL, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- SIOUX CITY, IA
- CIK
- 0000894309
- Portfolio Value
- $169.2M (Q1 2026)
- SEC Filing
- 0000894309-26-000002 ↗ filed May 15, 2026
Holdings Value
Holdings 104 stocks · $169.2M
| BKMI BNY Mellon Muni Int ETF | 6.89% | 446,726 | $11.7M | New |
| AAPL Apple Inc. | 4.60% | 30,634 | $7.8M | Reduce -3.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.93% | 13,861 | $6.6M | Add +5.1% |
| GOOGL Alphabet Inc. Class A | 3.65% | 21,486 | $6.2M | Reduce -7.4% |
| MSFT Microsoft Corp. | 3.60% | 16,459 | $6.1M | Add +0.9% |
| WMT Walmart Inc. | 3.17% | 43,091 | $5.4M | Reduce -15.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 2.97% | 7 | $5.0M | No change |
| XOM Exxon Mobil Corp. | 2.60% | 25,966 | $4.4M | Reduce -4.9% |
| AFL Aflac Inc. | 2.06% | 31,818 | $3.5M | Reduce -2.2% |
| JNJ Johnson & Johnson | 2.06% | 14,265 | $3.5M | Reduce -2.2% |
| ORCL Oracle Corp. | 1.95% | 22,409 | $3.3M | Add +0.9% |
| ABBV Abbvie Inc. | 1.92% | 14,969 | $3.3M | Reduce -2.4% |
| CMI Cummins Inc. | 1.86% | 5,853 | $3.1M | Reduce -8.3% |
| TMO Thermo Fisher Scientific Inc. | 1.81% | 6,223 | $3.1M | Reduce -4.1% |
| TEL Te Connectivity PLC | 1.75% | 14,153 | $3.0M | Reduce -1.2% |
| LRCX Lam Research Corp. | 1.59% | 12,594 | $2.7M | Reduce -9.9% |
| LDOS Leidos Holdings Inc. | 1.54% | 16,716 | $2.6M | Reduce -1.5% |
| VEA Vanguard Ftse Developed ETF | 1.53% | 40,509 | $2.6M | Add +16.5% |
| STT State Street Corp. | 1.47% | 19,645 | $2.5M | Reduce -4.5% |
| QCOM Qualcomm Inc. | 1.46% | 19,240 | $2.5M | Reduce -0.4% |
| DLR Digital Realty Trust Inc. | 1.44% | 13,544 | $2.4M | Reduce -5.5% |
| VZ Verizon Communications Inc. | 1.40% | 47,297 | $2.4M | Add +0.1% |
| RTX RTX Corp. | 1.28% | 11,216 | $2.2M | Reduce -5.4% |
| NUE Nucor Corp. | 1.23% | 12,303 | $2.1M | Reduce -12.3% |
| JPM JPMorgan Chase & Co. | 1.22% | 7,024 | $2.1M | Reduce -0.8% |
| UNP Union Pacific Corp. | 1.20% | 8,386 | $2.0M | Reduce -2.8% |
| HD Home Depot Inc. | 1.20% | 6,184 | $2.0M | Reduce -2.6% |
| O Realty Income Corp. | 1.20% | 33,226 | $2.0M | Reduce -7.1% |
| WAB Wabtec Corp. | 1.17% | 7,901 | $2.0M | Reduce -4.2% |
| LIN Linde PLC | 1.13% | 3,845 | $1.9M | Reduce -3.9% |
| ADP Automatic Data Processing | 1.12% | 9,297 | $1.9M | Reduce -0.4% |
| LOPE Grand Canyon Education Inc. | 1.10% | 10,929 | $1.9M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 1.09% | 8,869 | $1.8M | Add +55.3% |
| ABT Abbott Laboratories | 1.09% | 17,978 | $1.8M | Add +5.0% |
| J Jacobs Solutions Inc. | 1.07% | 14,174 | $1.8M | Reduce -3.0% |
| NKE Nike Inc. Class B | 1.02% | 32,730 | $1.7M | Add +3.0% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 1.00% | 57,290 | $1.7M | New |
| DHR Danaher Corp. | 0.97% | 8,677 | $1.6M | Reduce -2.6% |
| BAH Booz Allen Hamilton Holdings | 0.97% | 20,940 | $1.6M | Add +1.7% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.94% | 30,917 | $1.6M | Reduce -5.0% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.93% | 17,394 | $1.6M | Add +6.0% |
| IBB iShares Biotechnology ETF | 0.92% | 9,248 | $1.6M | Reduce -4.7% |
| CTSH Cognizant Tech Solutions-A | 0.92% | 25,452 | $1.6M | Add +2.3% |
| PEP Pepsico Inc. | 0.84% | 9,200 | $1.4M | Reduce -0.8% |
| TKR Timken Co. | 0.83% | 13,916 | $1.4M | Reduce -8.2% |
| SNA Snap-on Inc. | 0.82% | 3,802 | $1.4M | Reduce -2.7% |
| CL Colgate-Palmolive Co. | 0.81% | 16,146 | $1.4M | Reduce -0.7% |
| VLTO Veralto Corp. | 0.81% | 15,455 | $1.4M | Reduce -1.9% |
| JEPI JPMorgan Equity Premium Inco | 0.80% | 23,765 | $1.3M | Add +0.5% |
| CMCSA Comcast Corp. Class A | 0.78% | 46,120 | $1.3M | Reduce -1.4% |
| VGT Vanguard Info Tech ETF | 0.77% | 1,867 | $1.3M | Add +18.5% |
| PRU Prudential Financial Inc. | 0.74% | 12,866 | $1.3M | Add +4.8% |
| ITW Illinois Tool Works | 0.73% | 4,747 | $1.2M | Reduce -2.4% |
| TGRW T Rowe Price Growth Stock Et | 0.70% | 29,387 | $1.2M | New |
| KO The Coca-Cola Co. | 0.63% | 13,947 | $1.1M | Reduce -2.1% |
| MINT PIMCO Enhanced Short Maturit | 0.62% | 10,398 | $1.0M | No change |
| PYPL PayPal Holdings Inc. | 0.61% | 22,854 | $1.0M | Add +6.9% |
| QGRO American Century US Quality | 0.59% | 9,560 | $1.0M | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.50% | 1,940 | $847K | Add +60.7% |
| KMB Kimberly-Clark Corp. | 0.50% | 8,713 | $841K | Add +19.4% |
| VOO Vanguard S&P 500 ETF | 0.48% | 1,360 | $813K | Add +234.2% |
| BND Vanguard Total Bond Market | 0.48% | 10,947 | $806K | Add +6.5% |
| CAT Caterpillar Inc. | 0.43% | 1,030 | $730K | Reduce -3.2% |
| IP International Paper Co. | 0.41% | 19,405 | $693K | Reduce -7.0% |
| LMT Lockheed Martin Corp. | 0.40% | 1,126 | $681K | No change |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.39% | 13,390 | $655K | New |
| FTV Fortive Corp. | 0.36% | 10,902 | $603K | Add +1.5% |
| VXUS Vanguard Total Intl Stock | 0.35% | 7,777 | $600K | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.34% | 2,966 | $582K | Add +41.6% |
| MUNI PIMCO Intermediate Municipal | 0.33% | 10,800 | $564K | No change |
| AMTM Amentum Holdings Inc. | 0.27% | 17,761 | $463K | Reduce -7.9% |
| LNT Alliant Energy Corp. | 0.27% | 6,304 | $452K | No change |
| NVDA Nvidia Corp. | 0.25% | 2,415 | $421K | Reduce -2.0% |
| DFLV Dim US Large Cap Value ETF | 0.25% | 11,618 | $415K | New |
| JAVA JPMorgan Active Value ETF | 0.24% | 5,671 | $407K | New |
| VNQ Vanguard Real Estate ETF | 0.24% | 4,555 | $404K | Add +99.4% |
| MRK Merck & Co. Inc. | 0.23% | 3,289 | $396K | Reduce -3.3% |
| EMEQ Nomura Focused Emerging Mark | 0.23% | 8,732 | $394K | New |
| TSN Tyson Foods Inc. Class A | 0.23% | 5,970 | $382K | Reduce -6.3% |
| ORI Old Republic Intl Corp. | 0.22% | 9,265 | $370K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.22% | 1,276 | $366K | New |
| EA Electronic Arts Inc. | 0.21% | 1,719 | $350K | Reduce -10.4% |
| VWO Vanguard Ftse Emerging Marke | 0.21% | 6,451 | $349K | Add +19.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.20% | 530 | $345K | No change |
| SCHD Schwab US DVD Equity ETF | 0.20% | 10,930 | $335K | Reduce -1.3% |
| JNK SS SPDR BB High Yield Bond | 0.20% | 3,459 | $331K | Add +10.1% |
| META Meta Platforms Inc. Class A | 0.19% | 570 | $326K | Reduce -8.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.17% | 1,110 | $291K | Add +20.3% |
| DVY iShares Select Dividend ETF | 0.17% | 1,905 | $288K | No change |
| GOOG Alphabet Inc. Class C | 0.16% | 965 | $277K | Reduce -7.7% |
| NNI Nelnet Inc. Class A | 0.16% | 2,100 | $271K | No change |
| XLK SS Technology Select Sector | 0.16% | 2,000 | $266K | No change |
| OXY Occidental Petroleum Corp. | 0.16% | 4,050 | $263K | New |
| GLW Corning Inc. | 0.15% | 1,880 | $256K | New |
| TMSL T.rowe PRC Small-Mid Cap ETF | 0.15% | 6,939 | $254K | New |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.15% | 1,166 | $253K | New |
| DFIS Dimensional International SM | 0.14% | 7,038 | $237K | New |
| COST Costco Wholesale Corp. | 0.13% | 225 | $224K | New |
| DE Deere & Co. | 0.13% | 394 | $222K | New |
| V Visa Inc. Class A | 0.12% | 696 | $210K | Reduce -2.1% |
| CGEN Compugen Ltd. | 0.03% | 25,000 | $53K | No change |
| CRDL Cardiol Therapeutics Inc. Class A | 0.03% | 33,000 | $45K | No change |
| LXRX Lexicon Pharmaceuticals Inc. | 0.02% | 26,650 | $42K | No change |
| ONCY Oncolytics Biotech Inc. | 0.02% | 33,255 | $28K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| GOOGL Alphabet Inc. Class A | Reduce -7.4% | 3.65% | −1.01 |
| AAPL Apple Inc. | Reduce -3.1% | 4.60% | −0.92 |
| QCOM Qualcomm Inc. | Reduce -0.4% | 1.46% | −0.66 |
| TMO Thermo Fisher Scientific Inc. | Reduce -4.1% | 1.81% | −0.61 |
| WMT Walmart Inc. | Reduce -15.5% | 3.17% | −0.48 |
| VT Vanguard Tot World STK ETF | Sold out | 0.00% | −0.45 |
| LDOS Leidos Holdings Inc. | Reduce -1.5% | 1.54% | −0.43 |
| ADP Automatic Data Processing | Reduce -0.4% | 1.12% | −0.43 |
| TEL Te Connectivity PLC | Reduce -1.2% | 1.75% | −0.34 |
| DHR Danaher Corp. | Reduce -2.6% | 0.97% | −0.34 |
| ABBV Abbvie Inc. | Reduce -2.4% | 1.92% | −0.32 |
| JPM JPMorgan Chase & Co. | Reduce -0.8% | 1.22% | −0.24 |
| AFL Aflac Inc. | Reduce -2.2% | 2.06% | −0.24 |
| NUE Nucor Corp. | Reduce -12.3% | 1.23% | −0.24 |
| STT State Street Corp. | Reduce -4.5% | 1.47% | −0.23 |
| CMI Cummins Inc. | Reduce -8.3% | 1.86% | −0.23 |
| VLTO Veralto Corp. | Reduce -1.9% | 0.81% | −0.20 |
| HD Home Depot Inc. | Reduce -2.6% | 1.20% | −0.20 |
| J Jacobs Solutions Inc. | Reduce -3.0% | 1.07% | −0.18 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.14 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.13 |
| IBB iShares Biotechnology ETF | Reduce -4.7% | 0.92% | −0.13 |
| IP International Paper Co. | Reduce -7.0% | 0.41% | −0.12 |
| RTX RTX Corp. | Reduce -5.4% | 1.28% | −0.12 |
| CMCSA Comcast Corp. Class A | Reduce -1.4% | 0.78% | −0.11 |
| O Realty Income Corp. | Reduce -7.1% | 1.20% | −0.09 |
| AMTM Amentum Holdings Inc. | Reduce -7.9% | 0.27% | −0.09 |
| UNP Union Pacific Corp. | Reduce -2.8% | 1.20% | −0.08 |
| LOPE Grand Canyon Education Inc. | Reduce -0.3% | 1.10% | −0.07 |
| META Meta Platforms Inc. Class A | Reduce -8.1% | 0.19% | −0.07 |
| SNA Snap-on Inc. | Reduce -2.7% | 0.82% | −0.05 |
| GOOG Alphabet Inc. Class C | Reduce -7.7% | 0.16% | −0.05 |
| NVDA Nvidia Corp. | Reduce -2.0% | 0.25% | −0.05 |
| EA Electronic Arts Inc. | Reduce -10.4% | 0.21% | −0.04 |
| ITW Illinois Tool Works | Reduce -2.4% | 0.73% | −0.04 |
| V Visa Inc. Class A | Reduce -2.1% | 0.12% | −0.04 |
| TSN Tyson Foods Inc. Class A | Reduce -6.3% | 0.23% | −0.01 |
| KO The Coca-Cola Co. | Reduce -2.1% | 0.63% | −0.01 |
| CL Colgate-Palmolive Co. | Reduce -0.7% | 0.81% | −0.01 |
| PEP Pepsico Inc. | Reduce -0.8% | 0.84% | −0.01 |
| SCHD Schwab US DVD Equity ETF | Reduce -1.3% | 0.20% | +0.00 |
| MRK Merck & Co. Inc. | Reduce -3.3% | 0.23% | +0.00 |
| TKR Timken Co. | Reduce -8.2% | 0.83% | +0.01 |
| DLR Digital Realty Trust Inc. | Reduce -5.5% | 1.44% | +0.02 |
| LIN Linde PLC | Reduce -3.9% | 1.13% | +0.03 |
| WAB Wabtec Corp. | Reduce -4.2% | 1.17% | +0.04 |
| CAT Caterpillar Inc. | Reduce -3.2% | 0.43% | +0.04 |
| LRCX Lam Research Corp. | Reduce -9.9% | 1.59% | +0.05 |
| JNJ Johnson & Johnson | Reduce -2.2% | 2.06% | +0.12 |
| SLB SLB Ltd. | Reduce -5.0% | 0.94% | +0.14 |
Portfolio Buys Q4 2025 → Q1 2026
| BKMI BNY Mellon Muni Int ETF | New | 6.89% | +6.89 |
| CGXU Cap Group Intl Focus | New | 1.00% | +1.00 |
| TGRW T Rowe Price Growth Stock Et | New | 0.70% | +0.70 |
| QGRO American Century US Quality | New | 0.59% | +0.59 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | New | 0.39% | +0.39 |
| VXUS Vanguard Total Intl Stock | New | 0.35% | +0.35 |
| VOO Vanguard S&P 500 ETF | Add +234.2% | 0.48% | +0.32 |
| AMZN Amazon.com Inc. | Add +55.3% | 1.09% | +0.25 |
| DFLV Dim US Large Cap Value ETF | New | 0.25% | +0.25 |
| JAVA JPMorgan Active Value ETF | New | 0.24% | +0.24 |
| EMEQ Nomura Focused Emerging Mark | New | 0.23% | +0.23 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.22% | +0.22 |
| VZ Verizon Communications Inc. | Add +0.1% | 1.40% | +0.17 |
| OXY Occidental Petroleum Corp. | New | 0.16% | +0.16 |
| GLW Corning Inc. | New | 0.15% | +0.15 |
| TMSL T.rowe PRC Small-Mid Cap ETF | New | 0.15% | +0.15 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.15% | +0.15 |
| VEA Vanguard Ftse Developed ETF | Add +16.5% | 1.53% | +0.14 |
| DFIS Dimensional International SM | New | 0.14% | +0.14 |
| COST Costco Wholesale Corp. | New | 0.13% | +0.13 |
| DE Deere & Co. | New | 0.13% | +0.13 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +60.7% | 0.50% | +0.12 |
| VNQ Vanguard Real Estate ETF | Add +99.4% | 0.24% | +0.11 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +41.6% | 0.34% | +0.09 |
| KMB Kimberly-Clark Corp. | Add +19.4% | 0.50% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +19.3% | 0.21% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +20.3% | 0.17% | +0.02 |
| VGT Vanguard Info Tech ETF | Add +18.5% | 0.77% | +0.01 |
| JNK SS SPDR BB High Yield Bond | Add +10.1% | 0.20% | −0.00 |
| BND Vanguard Total Bond Market | Add +6.5% | 0.48% | −0.01 |
| FTV Fortive Corp. | Add +1.5% | 0.36% | −0.02 |
| JEPI JPMorgan Equity Premium Inco | Add +0.5% | 0.80% | −0.07 |
| PRU Prudential Financial Inc. | Add +4.8% | 0.74% | −0.15 |
| BAH Booz Allen Hamilton Holdings | Add +1.7% | 0.97% | −0.15 |
| TROW T Rowe Price Group Inc. | Add +6.0% | 0.93% | −0.15 |
| PYPL PayPal Holdings Inc. | Add +6.9% | 0.61% | −0.19 |
| NKE Nike Inc. Class B | Add +3.0% | 1.02% | −0.28 |
| ABT Abbott Laboratories | Add +5.0% | 1.09% | −0.29 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.1% | 3.93% | −0.33 |
| CTSH Cognizant Tech Solutions-A | Add +2.3% | 0.92% | −0.40 |
| ORCL Oracle Corp. | Add +0.9% | 1.95% | −0.83 |
| MSFT Microsoft Corp. | Add +0.9% | 3.60% | −1.46 |
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 |