StockDriftsStockDriftsTop 50 Security National Bank Of Sioux City Iowa Ia Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BKMI | BNY MELLON MUNI INT ETF | 6.89% | 446.7K | $11.7M | new | $26.10(+0.02%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.6% | 30.6K | $7.8M | -3.09%(-976) | $67.52(+344.64%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL | 3.93% | 13.9K | $6.6M | +5.11%(+674) | $166.16(+190.51%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CL A | 3.65% | 21.5K | $6.2M | -7.36%(-1.71K) | $84.21(+371.18%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.6% | 16.5K | $6.1M | +0.95%(+155) | $74.33(+467.64%) | 2026-03-31 | |
| WMT | WALMART INC | 3.17% | 43.1K | $5.4M | -15.51%(-7.91K) | $48.25(+172.41%) | 2026-03-31 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL CL | 2.97% | 7 | $5.0M | +0.00%(+0) | $390611.25(+85.30%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.6% | 26.0K | $4.4M | -4.94%(-1.35K) | $75.72(+108.55%) | 2026-03-31 | |
| AFL | AFLAC INC | 2.06% | 31.8K | $3.5M | -2.18%(-708) | $38.15(+206.22%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.06% | 14.3K | $3.5M | -2.21%(-322) | $99.15(+128.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.28% | +30.52% | +7.15% | +41.26% |
| Top 20 Holdings Unweighted | +9.32% | +30.65% | +7.11% | +41.00% |
Security National Bank Of Sioux City Iowa Ia reports $169.16M in US-listed equity holdings across 104 positions in its most recent 13F filing. Its largest disclosed positions are BKMI (6.9%), AAPL (4.6%) and BRK.B (3.9%). The top 20 holdings account for 52.41% of reported assets. Its disclosed equity book has returned +30.52% on a three-year cumulative basis. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Security National Bank Of Sioux City Iowa Ia’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 894309). View Security National Bank Of Sioux City Iowa Ia’s 13F filings on SEC