Security National Bank Portfolio Stock Holdings

According to the SEC 13F filed on October 26, 2026, Security National Bank disclosed 471 stock positions valued at approximately $864.98M as of quarter-end September 30, 2026. The largest holdings include NVIDIA CORPORATION, BERKSHIRE HATHAWAY INC DEL, and APPLE INC.

Report Period
September 30, 2026
No. of Stocks
471
Portfolio Value
$864.98M
Holdings by Sector
Security National Bank Portfolio Holdings in Q3 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPORATIONNVDATechnology10.91%413,286-4,823-1.15%$94,386,256
BERKSHIRE HATHAWAY INC DELBRK-AFinancial Services5.35%62--$46,314,310
APPLE INCAAPLTechnology4.37%113,554+2,546+2.29%$37,815,753
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services4.08%70,894+705+1.00%$35,301,667
PALO ALTO NETWORKS INCPANWTechnology3.85%83,886-983-1.16%$33,328,747
MICROSOFT CORPMSFTTechnology3.23%54,514+1,769+3.35%$27,960,231
MURPHY USA INCMUSAConsumer Cyclical3.21%55,093-250-0.45%$27,768,525
ASML HLDG NVASMLTechnology2.51%11,984-9-0.08%$21,711,053
AMAZON COM INCAMZNConsumer Cyclical2.45%85,170+2,279+2.75%$21,220,105
ALPHABET INCGOOGLCommunication Services2.07%51,983+2,145+4.30%$17,886,311
VISA INCVFinancial Services1.85%44,633+919+2.10%$16,037,976
RTX CORPORATIONRTXIndustrials1.74%80,864+549+0.68%$15,012,402
JPMORGAN CHASE & COJPMFinancial Services1.70%44,501+871+2.00%$14,722,266
KLA CORPKLACTechnology1.60%71,028+2,030+2.94%$13,845,488
CORNING INCGLWTechnology1.52%85,673+2,603+3.13%$13,173,081
SOUTHERN COPPER CORPSCCOBasic Materials1.43%61,045+2,243+3.81%$12,370,158
ISHARES TRIVVOther1.42%16,011+663+4.32%$12,262,024
J P MORGAN EXCHANGE TRADED FHOLAOther1.39%218,262+3,743+1.74%$12,063,319
2023 ETF SERIES TRUSTBINVOther1.37%274,494+18,106+7.06%$11,825,201
SPDR SERIES TRUSTTIPXOther1.33%630,773-19,504-3.00%$11,486,376
BROADCOM INCAVGOTechnology1.29%31,766+909+2.95%$11,155,901
BLACKROCK INCBLKFinancial Services1.24%10,099+328+3.36%$10,687,671
J P MORGAN EXCHANGE TRADED FJPSTOther1.17%201,479+67,060+49.89%$10,148,498
THERMO FISHER SCIENTIFIC INCTMOHealthcare1.14%14,584+489+3.47%$9,844,930
AMPLIFY ETF TRDIVOOther1.11%206,948+16,936+8.91%$9,621,012
LOWES COS INCLOWConsumer Cyclical1.09%51,239+1,378+2.76%$9,442,835
VANECK MERK GOLD ETFOUNZOther1.08%233,627-88,330-27.44%$9,321,717
STRYKER CORPORATIONSYKHealthcare1.05%33,017+1,608+5.12%$9,092,551
NEXTERA ENERGY INCNEEUtilities1.03%117,562+4,984+4.43%$8,904,146
DEERE & CODEIndustrials0.98%12,570+507+4.20%$8,441,384
Showing 30 of 471 holdings in the latest reporting period.