§ 13F · FUND PROFILE
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/.
AUM · $154M (13F)Positions · 140Turnover · n/a · Q1Filed · May 15, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$20M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BKMI | BNY MELLON MUNI INT ETF | 445K | $12M | 6.9% | NEW |
| 2 | AAPL | APPLE INC | 31K | $8M | 4.6% | −3% |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL | 14K | $7M | 3.9% | +5% |
| 4 | GOOGL | ALPHABET INC CL A | 21K | $6M | 3.6% | −7% |
| 5 | MSFT | MICROSOFT CORP | 16K | $6M | 3.6% | +1% |
| 6 | WMT | WALMART INC | 43K | $5M | 3.2% | −16% |
| 7 | BRK/A | BERKSHIRE HATHAWAY INC DEL CL | 7 | $5M | 3.0% | ±0% |
| 8 | XOM | EXXON MOBIL CORP | 25K | $4M | 2.5% | −5% |
| 9 | AFL | AFLAC INC | 32K | $3M | 2.1% | −2% |
| 10 | JNJ | JOHNSON & JOHNSON | 14K | $3M | 2.0% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SECURITY SIGNAL
AC read
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ is a Dealer / Bank fund managing $154 million in assets. The fund runs a portfolio of 140 positions.
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