Security National Bank Of Sioux City Iowa Portfolio Stock Holdings
According to the SEC 13F filed on September 18, 2026, Security National Bank Of Sioux City Iowa disclosed 316 stock positions valued at approximately $243.69M as of quarter-end June 30, 2026. The largest holdings include BNY MELLON ETF TRUST II, APPLE INC, and ALPHABET INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 316
- Portfolio Value
- $243.69M
Holdings by Sector
Security National Bank Of Sioux City Iowa Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BNY MELLON ETF TRUST II | BKMI | Other | 4.88% | 449,497 | +2,771 | +0.62% | $11,885,554 |
| APPLE INC | AAPL | Technology | 4.35% | 36,623 | +5,989 | +19.55% | $10,597,231 |
| ALPHABET INC | GOOGL | Communication Services | 4.03% | 27,451 | +5,965 | +27.76% | $9,810,164 |
| MICROSOFT CORP | MSFT | Technology | 3.42% | 22,364 | +5,905 | +35.88% | $8,342,033 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 3.24% | 15,788 | +1,927 | +13.90% | $7,899,908 |
| LAM RESEARCH CORP | LRCX | Other | 2.80% | 15,734 | +3,140 | +24.93% | $6,818,014 |
| WALMART INC | WMT | Consumer Defensive | 2.21% | 47,571 | +4,480 | +10.40% | $5,387,892 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 2.15% | 7 | - | - | $5,241,950 |
| CUMMINS INC | CMI | Industrials | 1.98% | 6,781 | +928 | +15.86% | $4,836,277 |
| QUALCOMM INC | QCOM | Technology | 1.98% | 26,140 | +6,900 | +35.86% | $4,830,410 |
| ORACLE CORP | ORCL | Technology | 1.91% | 31,833 | +9,424 | +42.05% | $4,665,127 |
| AFLAC INC | AFL | Financial Services | 1.90% | 39,570 | +7,752 | +24.36% | $4,639,583 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.89% | 18,143 | +3,878 | +27.19% | $4,607,778 |
| ABBVIE INC | ABBV | Healthcare | 1.75% | 16,964 | +1,995 | +13.33% | $4,268,821 |
| EXXON MOBIL CORP | XOM | Energy | 1.75% | 31,120 | +5,154 | +19.85% | $4,254,658 |
| STATE STR CORP | STT | Financial Services | 1.74% | 24,958 | +5,313 | +27.05% | $4,232,877 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 1.60% | 7,783 | +1,560 | +25.07% | $3,901,835 |
| TE CONNECTIVITY PLC | TEL | Other | 1.48% | 17,918 | +3,765 | +26.60% | $3,612,347 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.39% | 47,396 | +6,887 | +17.00% | $3,376,965 |
| NUCOR CORP | NUE | Basic Materials | 1.32% | 14,393 | +2,090 | +16.99% | $3,205,929 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.26% | 12,849 | +3,980 | +44.88% | $3,062,311 |
| DIGITAL RLTY TR INC | DLR | Real Estate | 1.24% | 16,851 | +3,307 | +24.42% | $3,026,102 |
| VANGUARD BD INDEX FDS | BND | Other | 1.23% | 40,764 | +29,817 | +272.38% | $2,992,485 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.20% | 8,952 | +1,928 | +27.45% | $2,930,258 |
| UNION PAC CORP | UNP | Industrials | 1.18% | 10,566 | +2,180 | +26.00% | $2,873,952 |
| HOME DEPOT INC | HD | Consumer Cyclical | 1.17% | 8,093 | +1,909 | +30.87% | $2,854,239 |
| PRICE T ROWE GROUP INC | TROW | Financial Services | 1.13% | 24,211 | +6,817 | +39.19% | $2,752,548 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 1.13% | 12,262 | +2,965 | +31.89% | $2,746,075 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 1.09% | 63,011 | +15,714 | +33.22% | $2,667,886 |
| REALTY INCOME CORP | O | Real Estate | 1.07% | 42,266 | +9,040 | +27.21% | $2,618,801 |
Showing 30 of 316 holdings in the latest reporting period.