Security National Bank Top Holdings and 13F Report (2025)

About Security National Bank

Investment Activity

Security National Bank has $529.42 million in total holdings as of March 31, 2025.
Security National Bank owns shares of 316 different stocks, but just 36 companies or ETFs make up 80% of its holdings.
Approximately 9.69% of the portfolio was purchased this quarter.
About 35.63% of the portfolio was sold this quarter.
This quarter, Security National Bank has purchased 319 new stocks and bought additional shares in 74 stocks.
Security National Bank sold shares of 51 stocks and completely divested from 28 stocks this quarter.

Largest Holdings

NVIDIA: $52,182,477
Berkshire Hathaway: $49,503,379
Berkshire Hathaway: $34,647,524
Apple: $25,908,799
Murphy USA: $25,000,939

Largest New Holdings this Quarter

09290D101 - BLACKROCK INC: $6,658,487 Holding
749685103 - RPM International: $1,538,313 Holding
81369Y704 - Industrial Select Sector SPDR Fund: $1,323,545 Holding
92189H409 - VanEck High Yield Muni ETF: $511,800 Holding
172967424 - Citigroup: $212,970 Holding

Largest Purchases this Quarter

Berkshire Hathaway: 9 shares (about $7.19M)
BLACKROCK INC: 7,035 shares (about $6.66M)
Costco Wholesale: 5,261 shares (about $4.98M)
Meritage Homes: 64,250 shares (about $4.55M)
Boston Scientific: 37,045 shares (about $3.74M)

Largest Sales this Quarter

iShares Core S&P 500 ETF: 239,641 shares (about $134.65M)
iShares Russell Mid-Cap ETF: 318,356 shares (about $27.08M)
Honeywell International: 28,619 shares (about $6.06M)
Lockheed Martin: 12,659 shares (about $5.65M)
Adobe: 13,480 shares (about $5.17M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$52,182,477	$822,496 ▼	-1.6%	481,477	9.9%	Computer and Technology
BRK.A Berkshire Hathaway	$49,503,379	$7,185,974 ▲	17.0%	62	9.4%	Finance
BRK.B Berkshire Hathaway	$34,647,524	$389,316 ▼	-1.1%	65,056	6.5%	Finance
AAPL Apple	$25,908,799	$176,593 ▼	-0.7%	116,638	4.9%	Computer and Technology
MUSA Murphy USA	$25,000,939	$1,401,443 ▲	5.9%	53,215	4.7%	Retail/Wholesale
MSFT Microsoft	$18,426,769	$1,923,123 ▲	11.7%	49,087	3.5%	Computer and Technology
AMZN Amazon.com	$14,152,300	$498,862 ▲	3.7%	74,384	2.7%	Retail/Wholesale
V Visa	$13,554,391	$126,516 ▲	0.9%	38,676	2.6%	Business Services
PANW Palo Alto Networks	$13,226,647	$231,558 ▲	1.8%	77,512	2.5%	Computer and Technology
TIPX SPDR Bloomberg Barclays 1-10 Year TIPS ETF	$12,082,984	$89,636 ▲	0.7%	629,650	2.3%	ETF
JEPI JPMorgan Equity Premium Income ETF	$11,302,178	$8,971 ▼	-0.1%	197,798	2.1%	ETF
LOW Lowe's Companies	$10,526,603	$64,838 ▲	0.6%	45,134	2.0%	Retail/Wholesale
SYK Stryker	$9,857,552	$250,152 ▲	2.6%	26,481	1.9%	Medical
UNH UnitedHealth Group	$9,049,352	$64,945 ▲	0.7%	17,278	1.7%	Medical
JPM JPMorgan Chase & Co.	$9,025,323	$357,647 ▲	4.1%	36,793	1.7%	Finance
MTH Meritage Homes	$8,753,680	$4,554,040 ▲	108.4%	123,500	1.7%	Construction
ZTS Zoetis	$8,239,086	$353,174 ▲	4.5%	50,040	1.6%	Medical
BX Blackstone	$6,843,489	$40,676 ▲	0.6%	48,959	1.3%	Finance
BLACKROCK INC	$6,658,487	$6,658,487 ▲	New Holding	7,035	1.3%	None
ASML ASML	$6,625,638	$66,926 ▲	1.0%	9,999	1.3%	Computer and Technology
GOOGL Alphabet	$6,623,541	$636,189 ▲	10.6%	42,832	1.3%	Computer and Technology
NEE NextEra Energy	$6,563,705	$109,950 ▲	1.7%	92,590	1.2%	Utilities
COST Costco Wholesale	$5,755,072	$4,975,749 ▲	638.5%	6,085	1.1%	Retail/Wholesale
MUR Murphy Oil	$5,675,939	$39,760 ▲	0.7%	199,857	1.1%	Energy
ACN Accenture	$5,073,770	$36,509 ▼	-0.7%	16,260	1.0%	Computer and Technology
IVV iShares Core S&P 500 ETF	$5,071,709	$134,654,267 ▼	-96.4%	9,026	1.0%	ETF
TMO Thermo Fisher Scientific	$4,888,920	$41,301 ▼	-0.8%	9,825	0.9%	Medical
BR Broadridge Financial Solutions	$4,680,205	$105,955 ▼	-2.2%	19,303	0.9%	Business Services
FANG Diamondback Energy	$4,575,286	$74,344 ▲	1.7%	28,617	0.9%	Energy
VXF Vanguard Extended Market ETF	$4,539,912	$10,680 ▼	-0.2%	26,355	0.9%	ETF
GRBK Green Brick Partners	$4,451,736	$194,814 ▲	4.6%	76,346	0.8%	Finance
TRMB Trimble	$4,351,151	$10,241 ▼	-0.2%	66,278	0.8%	Industrials
SNPS Synopsys	$4,314,231	$293,762 ▲	7.3%	10,060	0.8%	Computer and Technology
NOW ServiceNow	$4,232,280	$726,080 ▲	20.7%	5,316	0.8%	Computer and Technology
SCCO Southern Copper	$4,196,915	$345,989 ▼	-7.6%	44,906	0.8%	Basic Materials
BSX Boston Scientific	$3,951,369	$3,737,100 ▲	1,744.1%	39,169	0.7%	Medical
VOO Vanguard S&P 500 ETF	$3,845,075	$104,838 ▲	2.8%	7,482	0.7%	ETF
DE Deere & Company	$3,750,106	$870,175 ▲	30.2%	7,990	0.7%	Industrials
AVGO Broadcom	$3,727,494	$194,051 ▲	5.5%	22,263	0.7%	Computer and Technology
KLAC KLA	$3,699,472	$564,914 ▲	18.0%	5,442	0.7%	Computer and Technology
PEP PepsiCo	$3,286,835	$114,104 ▼	-3.4%	21,921	0.6%	Consumer Staples
VMI Valmont Industries	$3,207,559	$135,265 ▲	4.4%	11,240	0.6%	Industrials
RTX RTX	$2,946,970	$2,733,974 ▲	1,283.6%	22,248	0.6%	Aerospace
VTI Vanguard Total Stock Market ETF	$2,828,104	$8,520 ▲	0.3%	10,290	0.5%	ETF
JNJ Johnson & Johnson	$2,666,044	$20,564 ▼	-0.8%	16,076	0.5%	Medical
HUBB Hubbell	$2,657,207	$409,997 ▲	18.2%	8,030	0.5%	Industrials
MRK Merck & Co., Inc.	$2,605,284	$3,750,981 ▼	-59.0%	29,025	0.5%	Medical
CASY Casey's General Stores	$2,462,743	$218,756 ▲	9.7%	5,674	0.5%	Retail/Wholesale
MA Mastercard	$2,450,645	$52,071 ▼	-2.1%	4,471	0.5%	Business Services
CB Chubb	$2,449,139	$90,899 ▲	3.9%	8,110	0.5%	Finance
NVT nVent Electric	$2,441,042	$79,102 ▼	-3.1%	46,567	0.5%	Computer and Technology
UNP Union Pacific	$2,214,750	$110,088 ▼	-4.7%	9,375	0.4%	Transportation
GXO GXO Logistics	$2,096,095	$803,407 ▼	-27.7%	53,636	0.4%	Transportation
VTS Vitesse Energy	$1,769,103	$371,235 ▲	26.6%	71,944	0.3%	Energy
META Meta Platforms	$1,593,635	$1,440,900 ▲	943.4%	2,765	0.3%	Computer and Technology
MSI Motorola Solutions	$1,572,176	$239,920 ▲	18.0%	3,591	0.3%	Computer and Technology
RPM RPM International	$1,538,313	$1,538,313 ▲	New Holding	13,298	0.3%	Construction
OUNZ Van Eck Merk Gold Trust	$1,516,313		0.0%	50,309	0.3%	ETF
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$1,473,141	$1,168,105 ▲	382.9%	28,450	0.3%	ETF
CAT Caterpillar	$1,323,817		0.0%	4,014	0.3%	Industrials
XLI Industrial Select Sector SPDR Fund	$1,323,545	$1,323,545 ▲	New Holding	10,098	0.2%	ETF
LLY Eli Lilly and Company	$1,240,517	$1,073,683 ▲	643.6%	1,502	0.2%	Medical
SPROTT PHYSICAL GOLD TR	$1,225,689		0.0%	50,943	0.2%	UNIT
J P MORGAN EXCHANGE TRADED F	$1,207,565	$179 ▲	0.0%	20,234	0.2%	HEDGED EQUITY LA
WEC WEC Energy Group	$1,082,280	$8,827 ▼	-0.8%	9,931	0.2%	Utilities
XOM Exxon Mobil	$1,054,433	$5,114 ▼	-0.5%	8,866	0.2%	Energy
GOOG Alphabet	$1,032,524	$8,124 ▼	-0.8%	6,609	0.2%	Computer and Technology
CPT Camden Property Trust	$1,031,478	$18,834 ▲	1.9%	8,434	0.2%	Finance
KVUE Kenvue	$1,006,465	$42,565 ▼	-4.1%	41,971	0.2%	Consumer Staples
IVW iShares S&P 500 Growth ETF	$1,005,535	$51,428 ▲	5.4%	10,832	0.2%	ETF
T1 ENERGY INC	$984,457		0.0%	781,315	0.2%	COM NEW
QQQ Invesco QQQ	$969,727	$292,606 ▲	43.2%	2,068	0.2%	Finance
PCH PotlatchDeltic	$917,019		0.0%	20,324	0.2%	Construction
CADE Cadence Bank	$905,608		0.0%	29,829	0.2%	Finance
HD Home Depot	$789,786	$125,340 ▼	-13.7%	2,155	0.1%	Retail/Wholesale
AMGN Amgen	$760,183	$311,550 ▲	69.4%	2,440	0.1%	Medical
IJR iShares Core S&P Small-Cap ETF	$740,146	$16,313 ▲	2.3%	7,078	0.1%	ETF
IJH iShares Core S&P Mid-Cap ETF	$703,176	$11,728 ▲	1.7%	12,051	0.1%	ETF
CVX Chevron	$683,380	$335 ▲	0.0%	4,085	0.1%	Energy
HON Honeywell International	$596,712	$6,060,078 ▼	-91.0%	2,818	0.1%	Multi-Sector Conglomerates
IWB iShares Russell 1000 ETF	$590,475	$439,559 ▲	291.3%	1,925	0.1%	ETF
SPY SPDR S&P 500 ETF Trust	$584,003		0.0%	1,044	0.1%	Finance
LMT Lockheed Martin	$571,789	$5,654,904 ▼	-90.8%	1,280	0.1%	Aerospace
MCD McDonald's	$536,339	$20,304 ▼	-3.6%	1,717	0.1%	Retail/Wholesale
HYD VanEck High Yield Muni ETF	$511,800	$511,800 ▲	New Holding	10,000	0.1%	ETF
VYM Vanguard High Dividend Yield ETF	$460,516	$28,887 ▼	-5.9%	3,571	0.1%	ETF
TXN Texas Instruments	$448,711		0.0%	2,497	0.1%	Computer and Technology
SIVR Aberdeen Standard Physical Silver Shares ETF	$438,885		0.0%	13,500	0.1%	ETF
ABT Abbott Laboratories	$433,500	$150,823 ▼	-25.8%	3,268	0.1%	Medical
SPYD SPDR Portfolio S&P 500 High Dividend ETF	$431,933		0.0%	9,759	0.1%	ETF
IDV iShares International Select Dividend ETF	$417,002	$403 ▲	0.1%	13,443	0.1%	ETF
RF Regions Financial	$367,585		0.0%	16,916	0.1%	Finance
ABBV AbbVie	$355,765	$66,208 ▼	-15.7%	1,698	0.1%	Medical
ETN Eaton	$353,379		0.0%	1,300	0.1%	Industrials
FIDELITY COVINGTON TRUST	$352,013		0.0%	11,175	0.1%	ENHANCED LARGE
VGT Vanguard Information Technology ETF	$348,208	$8,678 ▼	-2.4%	642	0.1%	ETF
UNITED STS NAT GAS FD LP	$346,408		0.0%	16,030	0.1%	UNIT PAR
KOS Kosmos Energy	$332,880		0.0%	146,000	0.1%	Energy
IBM International Business Machines	$328,231		0.0%	1,320	0.1%	Computer and Technology
VLO Valero Energy	$327,666	$132,070 ▲	67.5%	2,481	0.1%	Energy

Showing largest 100 holdings. View all holdings.

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Security National Bank Top Holdings and 13F Report (2025)

About Security National Bank

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Security National Bank Top Holdings and 13F Report (2025)

About Security National Bank

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSecurity National Bank

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools