Security National Bank
CIK: 0001719739Latest portfolio: $697.5M · Q4 2025
Holdings
373
Total Value
$697.5M
New Positions
372
Closed Positions
0
Top Holdings
View All 373 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 432,009 | $80.6M | 11.55% | NEW | |
| 2 | BRK-BBERKSHIRE HATHAWAY INC DEL | 62 | $46.8M | 6.71% | NEW | |
| 3 | BRK/BBERKSHIRE HATHAWAY INC DEL | 69,757 | $35.1M | 5.03% | NEW | |
| 4 | AAPLAPPLE INC | 112,396 | $30.6M | 4.38% | NEW | |
| 5 | MSFTMICROSOFT CORP | 49,855 | $24.1M | 3.46% | NEW | |
| 6 | MUSAMURPHY USA INC | 52,620 | $21.2M | 3.04% | NEW | |
| 7 | AMZNAMAZON COM INC | 78,860 | $18.2M | 2.61% | NEW | |
| 8 | PANWPALO ALTO NETWORKS INC | 82,379 | $15.2M | 2.18% | NEW | |
| 9 | HOLAJ P MORGAN EXCHANGE TRADED F | 281,899 | $14.7M | 2.11% | NEW | |
| 10 | GOOGLALPHABET INC | 46,515 | $14.6M | 2.09% | NEW | |
| 11 | VVISA INC | 39,792 | $14.0M | 2.00% | NEW | |
| 12 | RTXRTX CORPORATION | 71,452 | $13.1M | 1.88% | NEW | |
| 13 | ASMLASML HOLDING N V | 11,687 | $12.5M | 1.79% | NEW | |
| 14 | JPMJPMORGAN CHASE & CO. | 38,558 | $12.4M | 1.78% | NEW | |
| 15 | TIPXSPDR SERIES TRUST | 633,464 | $12.1M | 1.73% | NEW | |
| 16 | OUNZVANECK MERK GOLD ETF | 267,425 | $11.1M | 1.59% | NEW | |
| 17 | LOWLOWES COS INC | 45,184 | $10.9M | 1.56% | NEW | |
| 18 | SYKSTRYKER CORPORATION | 28,506 | $10.0M | 1.44% | NEW | |
| 19 | IVVISHARES TR | 13,474 | $9.2M | 1.32% | NEW | |
| 20 | BINV2023 ETF SERIES TRUST | 211,795 | $8.5M | 1.22% | NEW | |
| 21 | MTHMERITAGE HOMES CORP | 123,500 | $8.1M | 1.17% | NEW | |
| 22 | AVGOBROADCOM INC | 23,149 | $8.0M | 1.15% | NEW | |
| 23 | KLACKLA CORP | 6,589 | $8.0M | 1.15% | NEW | |
| 24 | BLKBLACKROCK INC | 7,477 | $8.0M | 1.15% | NEW | |
| 25 | NEENEXTERA ENERGY INC | 99,450 | $8.0M | 1.14% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($1.4726139551242313e+292T)
Technology0.0% ($8.056930555241101e+126T)
Industrials0.0% ($1.3103521949084886e+96T)
Consumer Cyclical0.0% ($2.1232182011089582e+74T)
Healthcare0.0% ($1.0018678446403147e+68T)
Unknown0.0% ($4.679735062199817e+60T)
Energy0.0% ($6.233451810306176e+52T)
Consumer Defensive0.0% ($6.10516907906303e+24T)
Basic Materials0.0% ($76251527272118845440.0T)
Communication Services0.0% ($14558215644010086.0T)
Utilities0.0% ($7983179526219.9T)
Real Estate0.0% ($104102.9T)
Filing History
Fund Information
Security National Bank is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $697.5M across 373 holdings. The largest position is NVIDIA CORPORATION (NVDA), representing 11.6% of the portfolio. Compared to the previous quarter, the fund opened 373 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.