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Security National Bank Of Sioux City Iowa Ia

Portfolio Manager
Security National Bank Of Sioux City Iowa Ia
Performance
-4.74% (2026 Q1)
AUM (13F)
$169.16M
# of Holdings
104
Performance Rank
Allocation (Top 20)
52.41%

Security National Bank Of Sioux City Iowa Ia Holdings Map

Top 50 Security National Bank Of Sioux City Iowa Ia Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BKMI
BNY MELLON MUNI INT ETF
6.89%446.7K$11.7Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 446.7K shares
$26.10(+0.02%)
2026-03-31
AAPL
APPLE INC
4.6%30.6K$7.8M
-3.09%(-976)
2025-Q1: 31.4K shares2025-Q2: 31.4K shares2025-Q3: 31.2K shares2025-Q4: 31.6K shares2026-Q1: 30.6K shares
$67.52(+344.64%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL CL
3.93%13.9K$6.6M
+5.11%(+674)
2025-Q1: 13.1K shares2025-Q2: 12.5K shares2025-Q3: 12.5K shares2025-Q4: 13.2K shares2026-Q1: 13.9K shares
$166.16(+190.51%)
2026-03-31
GOOGL
ALPHABET INC CL A
3.65%21.5K$6.2M
-7.36%(-1.71K)
2025-Q1: 23.5K shares2025-Q2: 23.7K shares2025-Q3: 23.5K shares2025-Q4: 23.2K shares2026-Q1: 21.5K shares
$84.21(+371.18%)
2026-03-31
MSFT
MICROSOFT CORP
3.6%16.5K$6.1M
+0.95%(+155)
2025-Q1: 15.8K shares2025-Q2: 16.1K shares2025-Q3: 16.5K shares2025-Q4: 16.3K shares2026-Q1: 16.5K shares
$74.33(+467.64%)
2026-03-31
WMT
WALMART INC
3.17%43.1K$5.4M
-15.51%(-7.91K)
2025-Q1: 35.7K shares2025-Q2: 36.1K shares2025-Q3: 52.1K shares2025-Q4: 51.0K shares2026-Q1: 43.1K shares
$48.25(+172.41%)
2026-03-31
BRK.A
BERKSHIRE HATHAWAY INC DEL CL
2.97%7$5.0M
+0.00%(+0)
2025-Q1: 7 shares2025-Q2: 7 shares2025-Q3: 7 shares2025-Q4: 7 shares2026-Q1: 7 shares
$390611.25(+85.30%)
2026-03-31
XOM
EXXON MOBIL CORP
2.6%26.0K$4.4M
-4.94%(-1.35K)
2025-Q1: 27.1K shares2025-Q2: 27.8K shares2025-Q3: 27.2K shares2025-Q4: 27.3K shares2026-Q1: 26.0K shares
$75.72(+108.55%)
2026-03-31
AFL
AFLAC INC
2.06%31.8K$3.5M
-2.18%(-708)
2025-Q1: 32.6K shares2025-Q2: 32.4K shares2025-Q3: 32.6K shares2025-Q4: 32.5K shares2026-Q1: 31.8K shares
$38.15(+206.22%)
2026-03-31
JNJ
JOHNSON & JOHNSON
2.06%14.3K$3.5M
-2.21%(-322)
2025-Q1: 14.4K shares2025-Q2: 14.4K shares2025-Q3: 14.4K shares2025-Q4: 14.6K shares2026-Q1: 14.3K shares
$99.15(+128.66%)
2026-03-31

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