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CIK: 0000894309
Total reported value
$243.7M
$243.7M
105 檔
12.4%
The Q3 2024 SEC filing reveals that Security National Bank Of Sioux City Iowa /ia/ held a total portfolio value of $243.7M, covering 105 public equity positions.
During Q3 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 | AAPL | Apple Inc | Stock-Tech | 4.58% | -0.25% | +1.63% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.31% | -0.18% | +0.80% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.86% | -0.69% | -0.29% | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.95% | -0.82% | — | |
| 5 | XOM | Exxon Mobil CORP | Stock-Energy | 2.82% | -0.85% | +16.72% | |
| 6 | PGR | Progressive CORP | Stock-Financials | 2.63% | — | — | |
| 7 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.54% | -0.21% | +1.36% | |
| 8 | ORCL | Oracle CORP | Stock-Tech | 2.46% | -0.04% | -0.33% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.42% | +0.38% | +1.47% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 2.37% | -0.17% | +46.78% | |
| 11 | AFL | Aflac Inc | Stock-Financials | 2.31% | -0.16% | +0.01% | |
| 12 | QCOM | Qualcomm Inc | Stock-Tech | 2.03% | +0.52% | +0.92% | |
| 13 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 2.00% | -0.24% | +0.02% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 1.90% | -0.96% | -0.57% | |
| 15 | LDOS | Leidos Holdings Inc | Stock-Tech | 1.75% | -0.62% | -0.28% | |
| 16 | NUE | Nucor CORP | Stock-Materials | 1.69% | +0.09% | +24.81% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.68% | -0.17% | +11.60% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.65% | -0.03% | +0.10% | |
| 19 | ADP | Automatic Data Processing | Stock-Tech | 1.63% | +0.01% | +0.02% | |
| 20 | DHR | Danaher CORP | Stock-Healthcare | 1.58% | -0.11% | -0.33% | |
| 21 | GIS | General Mills Inc | Stock-Consumer Staples | 1.51% | — | NEW | |
| 22 | O | Realty Income CORP | Stock-Real Estate | 1.43% | -0.13% | +0.17% | |
| 23 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.42% | -0.20% | -0.10% | |
| 24 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.38% | -1.02% | +0.44% | |
| 25 | CMI | Cummins Inc | Stock-Industrials | 1.32% | +0.12% | +1.56% | |
| 26 | UNP | Union Pacific CORP | Stock-Industrials | 1.30% | -0.02% | +0.05% | |
| 27 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.30% | -0.31% | +3.79% | |
| 28 | LIN | Linde plc | Stock-Materials | 1.27% | -0.14% | +0.05% | |
| 29 | J | Jacobs Solutions Inc | Stock-Industrials | 1.23% | -0.15% | -0.13% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.20% | -0.14% | -0.14% | |
| 31 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 1.18% | -0.35% | +0.15% | |
| 32 | STT | State Street CORP | Stock-Financials | 1.17% | +0.27% | +0.29% | |
| 33 | ABT | Abbott Laboratories | Stock-Healthcare | 1.17% | -0.19% | +0.15% | |
| 34 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.08% | -0.13% | +0.20% | |
| 35 | VLTO | Veralto CORP | Stock-Industrials | 1.07% | -0.06% | -0.19% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.04% | -0.20% | +0.75% | |
| 37 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.02% | +0.03% | -0.19% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 1.01% | -0.05% | +130.41% | |
| 39 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.98% | +0.20% | +0.31% | |
| 40 | WAB | Wabtec CORP | Stock-Industrials | 0.97% | -0.13% | -0.22% | |
| 41 | RLI | Rli CORP | Stock-Financials | 0.96% | — | — | |
| 42 | RTX | Rtx CORP | Stock-Industrials | 0.94% | -0.26% | +0.53% | |
| 43 | TGT | Target CORP | Stock-Consumer Disc | 0.93% | +0.04% | NEW | |
| 44 | TD | Toronto-dominion Bank | Stock-Financials | 0.93% | — | +4.51% | |
| 45 | PRU | Prudential Financial Inc | Stock-Financials | 0.90% | +0.05% | +0.89% | |
| 46 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.86% | -0.61% | EXIT | |
| 47 | TKR | Timken Co | Stock-Industrials | 0.86% | +0.12% | +1.20% | |
| 48 | SLB | Slb LTD | Stock-Energy | 0.85% | -0.21% | +0.07% | |
| 49 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 0.83% | -0.11% | -0.44% | |
| 50 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.82% | +0.03% | +0.02% |
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 105 disclosed positions in Q3 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 AAPL, MSFT, BRK-B) accounted for 12.4% of total reported equity market value during Q3 2024.
During Q3 2024, Security National Bank Of Sioux City Iowa /ia/'s top holdings by market value included AAPL (4.6%)、MSFT (4.3%)、BRK-B (3.9%). The largest single position, AAPL, represented 4.6% of total portfolio value.
In Q3 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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