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Security National Bank

Portfolio Manager
Security National Bank
Performance
-3.94% (2026 Q1)
AUM (13F)
$686.66M
# of Holdings
411
Performance Rank
Allocation (Top 20)
58.47%

Security National Bank Holdings Map

Top 50 Security National Bank Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
10.77%424.1K$74.0M
-1.84%(-7.93K)
2025-Q1: 481.5K shares2025-Q2: 465.4K shares2025-Q3: 457.6K shares2025-Q4: 432.0K shares2026-Q1: 424.1K shares
$3.82(+5044.05%)
2026-03-31
BRK.A
BERKSHIRE HATHAWAY INC DEL
6.48%62$44.5M
+0.00%(+0)
2025-Q1: 62 shares2025-Q2: 62 shares2025-Q3: 62 shares2025-Q4: 62 shares2026-Q1: 62 shares
$531619.37(+31.67%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
4.83%69.2K$33.1M
-0.83%(-581)
2025-Q1: 65.1K shares2025-Q2: 66.5K shares2025-Q3: 69.7K shares2025-Q4: 69.8K shares2026-Q1: 69.2K shares
$221.11(+110.54%)
2026-03-31
AAPL
APPLE INC
4.12%111.6K$28.3M
-0.73%(-821)
2025-Q1: 116.6K shares2025-Q2: 110.9K shares2025-Q3: 112.2K shares2025-Q4: 112.4K shares2026-Q1: 111.6K shares
$52.57(+440.60%)
2026-03-31
MUSA
MURPHY USA INC
3.78%52.6K$26.0M
-0.05%(-27)
2025-Q1: 53.2K shares2025-Q2: 52.7K shares2025-Q3: 52.6K shares2025-Q4: 52.6K shares2026-Q1: 52.6K shares
$101.66(+494.64%)
2026-03-31
MSFT
MICROSOFT CORP
2.71%50.2K$18.6M
+0.73%(+364)
2025-Q1: 49.1K shares2025-Q2: 48.7K shares2025-Q3: 49.6K shares2025-Q4: 49.9K shares2026-Q1: 50.2K shares
$125.60(+227.52%)
2026-03-31
AMZN
AMAZON COM INC
2.42%79.7K$16.6M
+1.03%(+812)
2025-Q1: 74.4K shares2025-Q2: 73.8K shares2025-Q3: 77.2K shares2025-Q4: 78.9K shares2026-Q1: 79.7K shares
$85.22(+220.99%)
2026-03-31
ASML
ASML HLDG NV
2.26%11.8K$15.5M
+0.63%(+74)
2025-Q1: 10.0K shares2025-Q2: 10.7K shares2025-Q3: 11.6K shares2025-Q4: 11.7K shares2026-Q1: 11.8K shares
$726.52(+98.61%)
2026-03-31
RTX
RTX CORPORATION
2.05%73.0K$14.1M
+2.20%(+1.57K)
2025-Q1: 22.2K shares2025-Q2: 49.0K shares2025-Q3: 56.0K shares2025-Q4: 71.5K shares2026-Q1: 73.0K shares
$144.14(+19.93%)
2026-03-31
HOLA
J P MORGAN EXCHANGE TRADED F
1.99%260.0K$13.7M
-7.76%(-21.88K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 281.9K shares2026-Q1: 260.0K shares
$52.75(+2.17%)
2026-03-31

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