Institutional Fund
Security National Bank Of So Dak
Sioux City, IACIK 11059095 filings on record
Portfolio Value
$207.49M
Q1 2026
Holdings
119
Reported positions
New Buys
14
Opened this quarter
QoQ Change
+2.2%
from $202.98M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Bny Mellon ETF Trust II5.8%
- Apple Inc5.3%
- Alphabet Inc4.2%
- Microsoft Corp3.8%
- Berkshire Hathaway Inc Del3.7%
- Vanguard Intl Equity Index F2.8%
- Other74.5%
Portfolio Holdings
119 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Bny Mellon ETF Trust II | 459.1K | $11.98M | 5.8% | +459.1K | New |
| 2 | Apple Inc | 43.4K | $11.00M | 5.3% | −745 | Reduced |
| 3 | Alphabet Inc | 30.3K | $8.71M | 4.2% | −620 | Reduced |
| 4 | Microsoft Corp | 21.1K | $7.81M | 3.8% | −51 | Reduced |
| 5 | Berkshire Hathaway Inc Del | 15.9K | $7.62M | 3.7% | −107 | Reduced |
| 6 | Vanguard Intl Equity Index F | 41.4K | $5.73M | 2.8% | −9.8K | Reduced |
| 7 | Walmart Inc | 43.4K | $5.40M | 2.6% | −2.8K | Reduced |
| 8 | Oracle Corp | 29.3K | $4.31M | 2.1% | +357 | Added |
| 9 | Thermo Fisher Scientific Inc | 8.6K | $4.22M | 2.0% | −3 | Reduced |
| 10 | Rtx Corporation | 21.5K | $4.15M | 2.0% | −1.7K | Reduced |
109 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio