Top 50 Security National Bank Of So Dak Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BKMI | BNY MELLON MUNI INT ETF | 5.77% | 459.1K | $12.0M | new | $26.10(+0.02%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.3% | 43.4K | $11.0M | -1.69%(-745) | $81.05(+270.42%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CL A | 4.2% | 30.3K | $8.7M | -2.01%(-620) | $83.14(+377.26%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.76% | 21.1K | $7.8M | -0.24%(-51) | $114.40(+268.80%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL | 3.67% | 15.9K | $7.6M | -0.67%(-107) | $200.39(+140.88%) | 2026-03-31 | |
| VT | VANGUARD TOT WORLD STK ETF | 2.76% | 41.4K | $5.7M | -19.19%(-9.83K) | $105.40(+45.66%) | 2026-03-31 | |
| WMT | WALMART INC | 2.6% | 43.4K | $5.4M | -6.10%(-2.82K) | $23.33(+463.38%) | 2026-03-31 | |
| ORCL | ORACLE CORP | 2.08% | 29.3K | $4.3M | +1.23%(+357) | $42.67(+352.15%) | 2026-03-31 | |
| TMO | THERMO FISHER SCIENTIFIC INC. | 2.03% | 8.6K | $4.2M | -0.03%(-3) | $164.34(+166.73%) | 2026-03-31 | |
| RTX | RTX CORP | 2% | 21.5K | $4.1M | -7.35%(-1.71K) | $80.38(+112.98%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.03% | +33.19% | +6.57% | +37.48% |
| Top 20 Holdings Unweighted | +10.12% | +33.53% | +6.80% | +38.95% |
Security National Bank Of So Dak reports $207.49M in US-listed equity holdings across 119 positions in its most recent 13F filing. Its largest disclosed positions are BKMI (5.8%), AAPL (5.3%) and GOOGL (4.2%). The top 20 holdings account for 51.13% of reported assets. Its disclosed equity book has returned +33.19% 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 So Dakโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1105909). View Security National Bank Of So Dakโs 13F filings on SEC