13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000894309
Total reported value
$243.7M
$243.7M
90 檔
11.2%
During the Q1 2024 filing period, Security National Bank Of Sioux City Iowa /ia/ (CIK: 0000894309) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $243.7M across 90 reported positions.
During Q1 2024, Security National Bank Of Sioux City Iowa /ia/'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.96% | -0.18% | -3.76% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.18% | -0.69% | -2.62% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.01% | -0.25% | +3.60% | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.13% | -0.82% | — | |
| 5 | XOM | Exxon Mobil CORP | Stock-Energy | 2.92% | -0.85% | -4.18% | |
| 6 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.91% | -0.21% | -0.81% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.59% | +0.38% | +4.43% | |
| 8 | QCOM | Qualcomm Inc | Stock-Tech | 2.41% | +0.52% | -2.06% | |
| 9 | ORCL | Oracle CORP | Stock-Tech | 2.16% | -0.04% | -4.07% | |
| 10 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 2.13% | -0.24% | -2.41% | |
| 11 | NUE | Nucor CORP | Stock-Materials | 2.12% | +0.09% | -2.98% | |
| 12 | AFL | Aflac Inc | Stock-Financials | 2.08% | -0.16% | -2.85% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 1.83% | -0.03% | -1.84% | |
| 14 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.76% | -1.02% | +9.36% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 1.75% | -0.17% | -0.63% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.74% | -0.17% | +0.80% | |
| 17 | J | Jacobs Solutions Inc | Stock-Industrials | 1.73% | -0.15% | -2.57% | |
| 18 | ADP | Automatic Data Processing | Stock-Tech | 1.72% | +0.01% | -1.83% | |
| 19 | LDOS | Leidos Holdings Inc | Stock-Tech | 1.68% | -0.62% | -3.32% | |
| 20 | IBM | Intl Business Machines CORP | Stock-Tech | 1.68% | — | NEW | |
| 21 | DHR | Danaher CORP | Stock-Healthcare | 1.67% | -0.11% | -6.24% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 1.67% | -0.96% | +191.75% | |
| 23 | UNP | Union Pacific CORP | Stock-Industrials | 1.56% | -0.02% | -4.23% | |
| 24 | LIN | Linde plc | Stock-Materials | 1.53% | -0.14% | -3.99% | |
| 25 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.46% | -0.20% | -2.75% | |
| 26 | O | Realty Income CORP | Stock-Real Estate | 1.40% | -0.13% | +18.54% | |
| 27 | CMI | Cummins Inc | Stock-Industrials | 1.38% | +0.12% | -2.25% | |
| 28 | ABT | Abbott Laboratories | Stock-Healthcare | 1.36% | -0.19% | +18826.67% | |
| 29 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.35% | -0.31% | -3.42% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.33% | -0.14% | -28.56% | |
| 31 | SLB | Slb LTD | Stock-Energy | 1.29% | -0.21% | +1.16% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.29% | -0.20% | -1.16% | |
| 33 | TROW | T Rowe Price Group Inc | Stock-Financials | 1.29% | +0.20% | +15.20% | |
| 34 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.29% | -0.13% | -1.41% | |
| 35 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 1.29% | -0.35% | -2.44% | |
| 36 | TGT | Target CORP | Stock-Consumer Disc | 1.23% | +0.04% | NEW | |
| 37 | GIS | General Mills Inc | Stock-Consumer Staples | 1.21% | — | NEW | |
| 38 | STT | State Street CORP | Stock-Financials | 1.20% | +0.27% | +12.38% | |
| 39 | OXY | Occidental Petroleum CORP | Stock-Energy | 1.15% | -0.08% | — | |
| 40 | TKR | Timken Co | Stock-Industrials | 1.10% | +0.12% | -7.04% | |
| 41 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.05% | +0.03% | -1.39% | |
| 42 | ITW | Illinois Tool Works | Stock-Industrials | 1.04% | -0.06% | -1.18% | |
| 43 | PRU | Prudential Financial Inc | Stock-Financials | 1.02% | +0.05% | -0.18% | |
| 44 | VLTO | Veralto CORP | Stock-Industrials | 1.01% | -0.06% | +0.17% | |
| 45 | TD | Toronto-dominion Bank | Stock-Financials | 1.00% | — | +1.00% | |
| 46 | WAB | Wabtec CORP | Stock-Industrials | 0.94% | -0.13% | -4.57% | |
| 47 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.91% | +0.03% | +0.38% | |
| 48 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 0.90% | -0.11% | -14.28% | |
| 49 | RTX | Rtx CORP | Stock-Industrials | 0.89% | -0.26% | -5.08% | |
| 50 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.85% | -0.61% | EXIT |
According to official SEC Form 13F filings, Security National Bank Of Sioux City Iowa /ia/ reported a total U.S. public equity portfolio value of $243.7M across 90 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, BRK-B, AAPL) accounted for 11.2% of total reported equity market value during Q1 2024.
During Q1 2024, Security National Bank Of Sioux City Iowa /ia/'s top holdings by market value included MSFT (5.0%)、BRK-B (4.2%)、AAPL (4.0%). The largest single position, MSFT, represented 5.0% of total portfolio value.
In Q1 2024, Security National Bank Of Sioux City Iowa /ia/ made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.