Institutional Fund
Security National Bank Of Sioux City Iowa /Ia/
Sioux City, IACIK 8943095 filings on record
Portfolio Value
$169.16M
Q1 2026
Holdings
104
Reported positions
New Buys
17
Opened this quarter
QoQ Change
+8.6%
from $155.78M
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 II6.9%
- Apple Inc4.6%
- Berkshire Hathaway Inc Del3.9%
- Alphabet Inc3.7%
- Microsoft Corp3.6%
- Walmart Inc3.2%
- Other74.2%
Portfolio Holdings
104 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Bny Mellon ETF Trust II | 446.7K | $11.66M | 6.9% | +446.7K | New |
| 2 | Apple Inc | 30.6K | $7.77M | 4.6% | −976 | Reduced |
| 3 | Berkshire Hathaway Inc Del | 13.9K | $6.64M | 3.9% | +674 | Added |
| 4 | Alphabet Inc | 21.5K | $6.18M | 3.7% | −1.7K | Reduced |
| 5 | Microsoft Corp | 16.5K | $6.09M | 3.6% | +155 | Added |
| 6 | Walmart Inc | 43.1K | $5.36M | 3.2% | −7.9K | Reduced |
| 7 | Berkshire Hathaway Inc Del | 7 | $5.03M | 3.0% | 0 | Held |
| 8 | Exxon Mobil Corp | 26.0K | $4.41M | 2.6% | −1.3K | Reduced |
| 9 | Aflac Inc | 31.8K | $3.49M | 2.1% | −708 | Reduced |
| 10 | Johnson & Johnson | 14.3K | $3.49M | 2.1% | −322 | Reduced |
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