Institutions / Security National Bank
Security National Bank
CIK 1719739 · Institution · as of Dec 31, 2025
Portfolio value
$697.50M
Positions
373
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 373 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $80.57M | 11.6% |
| Berkshire Hathaway Inc Del | $46.80M | 6.7% |
| Warren E. Buffett | $35.06M | 5.0% |
| Apple Inc. | $30.56M | 4.4% |
| Microsoft Corp | $24.11M | 3.5% |
| Murphy USA Inc. | $21.23M | 3.0% |
| Amazon.com Inc | $18.20M | 2.6% |
| Palo Alto Networks Inc | $15.17M | 2.2% |
| J P Morgan Exchange Traded F | $14.73M | 2.1% |
| Alphabet Inc. | $14.56M | 2.1% |
| Visa Inc | $13.96M | 2.0% |
| RTX Corp | $13.10M | 1.9% |
| Asml Holding N V | $12.50M | 1.8% |
| JPMorgan Chase & Co | $12.42M | 1.8% |
| SPDR Series Trust | $12.09M | 1.7% |
| VanEck Merk Gold ETF | $11.09M | 1.6% |
| Lowes Companies Inc | $10.90M | 1.6% |
| Stryker Corp | $10.02M | 1.4% |
| iShares Tr | $9.23M | 1.3% |
| 2023 ETF Series Trust | $8.50M | 1.2% |
| Meritage Homes CORP | $8.13M | 1.2% |
| Broadcom Inc. | $8.01M | 1.1% |
| Kla Corp | $8.01M | 1.1% |
| BlackRock, Inc. | $8.00M | 1.1% |
| Nextera Energy Inc | $7.98M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.