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CIK: 0000894309
Total reported value
$243.7M
$243.7M
92 檔
11.5%
As reported in its official Q2 2024 Form 13F filing, Security National Bank Of Sioux City Iowa /ia/'s tracked investment portfolio stood at $243.7M with 92 total positions.
During Q2 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 | 5.24% | -0.18% | -2.64% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.81% | -0.25% | -4.59% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.04% | -0.69% | -2.30% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.10% | +0.38% | -3.09% | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.09% | -0.82% | — | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 2.80% | -0.85% | -5.16% | |
| 7 | QCOM | Qualcomm Inc | Stock-Tech | 2.78% | +0.52% | -4.08% | |
| 8 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.64% | -0.21% | -6.54% | |
| 9 | ORCL | Oracle CORP | Stock-Tech | 2.41% | -0.04% | -3.10% | |
| 10 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 2.23% | -0.24% | -1.11% | |
| 11 | AFL | Aflac Inc | Stock-Financials | 2.18% | -0.16% | -1.37% | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 1.89% | -0.96% | -1.41% | |
| 13 | LDOS | Leidos Holdings Inc | Stock-Tech | 1.86% | -0.62% | -2.89% | |
| 14 | DHR | Danaher CORP | Stock-Healthcare | 1.69% | -0.11% | -1.40% | |
| 15 | NUE | Nucor CORP | Stock-Materials | 1.68% | +0.09% | -2.55% | |
| 16 | ADP | Automatic Data Processing | Stock-Tech | 1.66% | +0.01% | -1.25% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.65% | -0.03% | -1.59% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 1.65% | -0.17% | -2.14% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.61% | -0.17% | -2.02% | |
| 20 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.57% | -0.20% | -0.09% | |
| 21 | J | Jacobs Solutions Inc | Stock-Industrials | 1.55% | -0.15% | -3.46% | |
| 22 | GIS | General Mills Inc | Stock-Consumer Staples | 1.53% | — | NEW | |
| 23 | TEL | TE Connectivity plc | Stock-Tech | 1.52% | — | — | |
| 24 | UNP | Union Pacific CORP | Stock-Industrials | 1.41% | -0.02% | -3.69% | |
| 25 | O | Realty Income CORP | Stock-Real Estate | 1.40% | -0.13% | +0.61% | |
| 26 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.38% | -1.02% | -4.52% | |
| 27 | LIN | Linde plc | Stock-Materials | 1.38% | -0.14% | -6.37% | |
| 28 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.35% | -0.31% | -0.40% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.33% | -0.14% | -0.20% | |
| 30 | CMI | Cummins Inc | Stock-Industrials | 1.32% | +0.12% | -0.72% | |
| 31 | ABT | Abbott Laboratories | Stock-Healthcare | 1.26% | -0.19% | -1.56% | |
| 32 | TROW | T Rowe Price Group Inc | Stock-Financials | 1.23% | +0.20% | -1.94% | |
| 33 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 1.22% | -0.35% | +0.19% | |
| 34 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.20% | -0.13% | +0.52% | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.19% | -0.20% | -4.79% | |
| 36 | STT | State Street CORP | Stock-Financials | 1.15% | +0.27% | -1.69% | |
| 37 | OXY | Occidental Petroleum CORP | Stock-Energy | 1.14% | -0.08% | — | |
| 38 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.13% | +0.03% | -2.67% | |
| 39 | SLB | Slb LTD | Stock-Energy | 1.12% | -0.21% | -1.56% | |
| 40 | VLTO | Veralto CORP | Stock-Industrials | 1.08% | -0.06% | -3.34% | |
| 41 | TGT | Target CORP | Stock-Consumer Disc | 1.04% | +0.04% | NEW | |
| 42 | PRU | Prudential Financial Inc | Stock-Financials | 1.02% | +0.05% | -1.81% | |
| 43 | WAB | Wabtec CORP | Stock-Industrials | 1.00% | -0.13% | -3.60% | |
| 44 | TKR | Timken Co | Stock-Industrials | 0.96% | +0.12% | -6.93% | |
| 45 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 0.94% | -0.11% | +4.68% | |
| 46 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.92% | +0.03% | -1.04% | |
| 47 | TD | Toronto-dominion Bank | Stock-Financials | 0.92% | — | -1.16% | |
| 48 | RTX | Rtx CORP | Stock-Industrials | 0.91% | -0.26% | -2.67% | |
| 49 | EA | Electronic Arts Inc | Stock-Comm Services | 0.88% | -0.21% | EXIT | |
| 50 | ITW | Illinois Tool Works | Stock-Industrials | 0.85% | -0.06% | -9.28% |
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 92 disclosed positions in Q2 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, AAPL, BRK-B) accounted for 11.5% of total reported equity market value during Q2 2024.
During Q2 2024, Security National Bank Of Sioux City Iowa /ia/'s top holdings by market value included MSFT (5.2%)、AAPL (4.8%)、BRK-B (4.0%). The largest single position, MSFT, represented 5.2% of total portfolio value.
In Q2 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.
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