SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/
CIK 0000894309 · SIOUX CITY, IA · Quarter end: 2026-06-30 · Filed on: 2026-09-18 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$243.7M
2026 Q2
Positions
321
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
31.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
BKMI
BNY MELLON ETF TRUST II
4.9%
AAPL
APPLE INC
4.3%
GOOGL
ALPHABET INC
4.0%
MSFT
MICROSOFT CORP
3.4%
BRK-B
BERKSHIRE HATHAWAY INC DEL
3.2%
LRCX
LAM RESEARCH CORP
2.8%
WMT
WALMART INC
2.2%
BRK-A
BERKSHIRE HATHAWAY INC DEL
2.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.