StockDrifts LogoStockDrifts

Security National Bank 13F Portfolio

Portfolio Manager
Security National Bank
Performance
+1.82% (2026 Q3)
AUM (13F)
$864.98M
# of Holdings
473
Performance Rank
Allocation (Top 20)
57.38%
Latest filing
Q3 2026

Security National Bank Holdings Map

Top 50 Security National Bank Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
10.91%413.3K$94.4M
-1.15%(-4.82K)
2025-Q3: 457.6K shares2025-Q4: 432.0K shares2026-Q1: 424.1K shares2026-Q2: 418.1K shares2026-Q3: 413.3K shares
$3.82(+5605.31%)
2026-09-30
BRK.A
BERKSHIRE HATHAWAY INC DEL
5.35%62$46.3M
+0.00%(+0)
2025-Q3: 62 shares2025-Q4: 62 shares2026-Q1: 62 shares2026-Q2: 62 shares2026-Q3: 62 shares
$530542.41(+52.69%)
2026-09-30
AAPL
APPLE INC
4.37%113.6K$37.8M
+2.29%(+2.55K)
2025-Q3: 112.2K shares2025-Q4: 112.4K shares2026-Q1: 111.6K shares2026-Q2: 111.0K shares2026-Q3: 113.6K shares
$58.38(+494.60%)
2026-09-30
BRK.B
BERKSHIRE HATHAWAY INC DEL
4.08%70.9K$35.3M
+1.00%(+705)
2025-Q3: 69.7K shares2025-Q4: 69.8K shares2026-Q1: 69.2K shares2026-Q2: 70.2K shares2026-Q3: 70.9K shares
$227.26(+138.93%)
2026-09-30
PANW
PALO ALTO NETWORKS INC
3.85%83.9K$33.3M
-1.16%(-983)
2025-Q3: 82.7K shares2025-Q4: 82.4K shares2026-Q1: 82.6K shares2026-Q2: 84.9K shares2026-Q3: 83.9K shares
$49.45(+712.32%)
2026-09-30
MSFT
MICROSOFT CORP
3.23%54.5K$28.0M
+3.35%(+1.77K)
2025-Q3: 49.6K shares2025-Q4: 49.9K shares2026-Q1: 50.2K shares2026-Q2: 52.7K shares2026-Q3: 54.5K shares
$147.04(+261.35%)
2026-09-30
MUSA
MURPHY USA INC
3.21%55.1K$27.8M
-0.45%(-250)
2025-Q3: 52.6K shares2025-Q4: 52.6K shares2026-Q1: 52.6K shares2026-Q2: 55.3K shares2026-Q3: 55.1K shares
$122.37(+334.03%)
2026-09-30
ASML
ASML HLDG NV
2.51%12.0K$21.7M
-0.08%(-9)
2025-Q3: 11.6K shares2025-Q4: 11.7K shares2026-Q1: 11.8K shares2026-Q2: 12.0K shares2026-Q3: 12.0K shares
$743.84(+119.88%)
2026-09-30
AMZN
AMAZON COM INC
2.45%85.2K$21.2M
+2.75%(+2.28K)
2025-Q3: 77.2K shares2025-Q4: 78.9K shares2026-Q1: 79.7K shares2026-Q2: 82.9K shares2026-Q3: 85.2K shares
$94.54(+167.71%)
2026-09-30
GOOGL
ALPHABET INC
2.07%52.0K$17.9M
+4.30%(+2.15K)
2025-Q3: 45.8K shares2025-Q4: 46.5K shares2026-Q1: 47.5K shares2026-Q2: 49.8K shares2026-Q3: 52.0K shares
$163.50(+96.07%)
2026-09-30

About Security National Bankโ€™s portfolio

Security National Bank reports $864.98M in US-listed equity holdings across 473 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (10.9%), BRK.A (5.3%) and AAPL (4.4%). The top 20 holdings account for 57.38% of reported assets. Its disclosed equity book has returned +90.38% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.

Portfolio concentration

Portfolio concentration
NVDA โ€” 13.1% ($94.39M)BRK.A โ€” 6.4% ($46.31M)AAPL โ€” 5.2% ($37.82M)BRK.B โ€” 4.9% ($35.30M)PANW โ€” 4.6% ($33.33M)MSFT โ€” 3.9% ($27.96M)MUSA โ€” 3.9% ($27.77M)ASML โ€” 3.0% ($21.71M)AMZN โ€” 2.9% ($21.22M)GOOGL โ€” 2.5% ($17.89M)Other โ€” 49.6% ($357.38M)
50%in top 10
  • NVDA13.1%
  • BRK.A6.4%
  • AAPL5.2%
  • BRK.B4.9%
  • PANW4.6%
  • MSFT3.9%
  • MUSA3.9%
  • ASML3.0%
  • AMZN2.9%
  • GOOGL2.5%
  • Other49.6%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
1
GLDMWORLD GOLD TR0.5%
Added to
36
JPSTJ P MORGAN EXCHANGE TRADED F+49.9%
MSFTMICROSOFT CORP+3.4%
VOVANGUARD INDEX FDS+16.1%
AAPLAPPLE INC+2.3%
+32 more
Trimmed
9
OUNZVANECK MERK GOLD ETF-27.4%
NVDANVIDIA CORPORATION-1.2%
PANWPALO ALTO NETWORKS INC-1.2%
TIPXSPDR SERIES TRUST-3.0%
+5 more

Unlock alerts, watchlists & AI chat

Sign up free to track Security National Bank, compare funds side by side, and get alerts the moment positions change.

Source filings

Holdings on this page are parsed from Security National Bankโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1719739). View Security National Bankโ€™s 13F filings on SEC

Other funds whose largest position is NVDA

Browse all

More 13F analyses

View all