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CIK: 0000894309
Total reported value
$243.7M
$243.7M
92 檔
12.3%
During the Q4 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 92 reported positions.
During Q4 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 | 5.50% | -0.25% | -2.42% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.68% | -0.18% | -3.23% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.35% | -0.69% | -0.25% | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.34% | -0.82% | — | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.04% | +0.38% | -4.18% | |
| 6 | ORCL | Oracle CORP | Stock-Tech | 2.74% | -0.04% | -0.66% | |
| 7 | AFL | Aflac Inc | Stock-Financials | 2.44% | -0.16% | -0.45% | |
| 8 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.42% | -0.21% | -1.06% | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 2.41% | -0.85% | -18.70% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 2.38% | -0.96% | -2.35% | |
| 11 | QCOM | Qualcomm Inc | Stock-Tech | 2.05% | +0.52% | -2.35% | |
| 12 | ADP | Automatic Data Processing | Stock-Tech | 1.95% | +0.01% | -1.29% | |
| 13 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 1.81% | -0.24% | -0.32% | |
| 14 | LDOS | Leidos Holdings Inc | Stock-Tech | 1.77% | -0.62% | -0.44% | |
| 15 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.77% | -0.20% | -0.70% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.73% | -0.03% | -4.84% | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 1.68% | -0.17% | -31.15% | |
| 18 | CMI | Cummins Inc | Stock-Industrials | 1.62% | +0.12% | -0.69% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.51% | -0.17% | -12.34% | |
| 20 | GIS | General Mills Inc | Stock-Consumer Staples | 1.50% | — | NEW | |
| 21 | DHR | Danaher CORP | Stock-Healthcare | 1.49% | -0.11% | -0.49% | |
| 22 | STT | State Street CORP | Stock-Financials | 1.48% | +0.27% | -0.48% | |
| 23 | J | Jacobs Solutions Inc | Stock-Industrials | 1.43% | -0.15% | -0.68% | |
| 24 | TEL | TE Connectivity plc | Stock-Tech | 1.40% | -0.27% | — | |
| 25 | UNP | Union Pacific CORP | Stock-Industrials | 1.38% | -0.02% | -0.42% | |
| 26 | O | Realty Income CORP | Stock-Real Estate | 1.36% | -0.13% | -1.37% | |
| 27 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 1.34% | -0.35% | -0.50% | |
| 28 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.33% | -1.02% | -1.38% | |
| 29 | ABT | Abbott Laboratories | Stock-Healthcare | 1.33% | -0.19% | -0.33% | |
| 30 | LIN | Linde plc | Stock-Materials | 1.27% | -0.14% | -0.82% | |
| 31 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.26% | -0.31% | -4.81% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.25% | -0.14% | — | |
| 33 | NUE | Nucor CORP | Stock-Materials | 1.21% | +0.09% | -19.56% | |
| 34 | TROW | T Rowe Price Group Inc | Stock-Financials | 1.17% | +0.20% | -0.19% | |
| 35 | WAB | Wabtec CORP | Stock-Industrials | 1.16% | -0.13% | -0.51% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.15% | -0.02% | +41.26% | |
| 37 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.11% | -0.13% | -0.76% | |
| 38 | VLTO | Veralto CORP | Stock-Industrials | 1.11% | -0.06% | -0.58% | |
| 39 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.06% | -0.61% | EXIT | |
| 40 | RTX | Rtx CORP | Stock-Industrials | 1.02% | -0.26% | -0.45% | |
| 41 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.02% | +0.03% | -0.37% | |
| 42 | PRU | Prudential Financial Inc | Stock-Financials | 1.00% | +0.05% | -0.57% | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.99% | -0.20% | -7.92% | |
| 44 | SNA | Snap-on Inc | Stock-Industrials | 0.95% | -0.04% | -0.65% | |
| 45 | TGT | Target CORP | Stock-Consumer Disc | 0.93% | +0.04% | NEW | |
| 46 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 0.91% | -0.11% | — | |
| 47 | EA | Electronic Arts Inc | Stock-Comm Services | 0.89% | -0.21% | EXIT | |
| 48 | SLB | Slb LTD | Stock-Energy | 0.89% | -0.21% | -0.11% | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.88% | -0.05% | -31.67% | |
| 50 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.87% | -0.08% | — |
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 Q4 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 12.3% of total reported equity market value during Q4 2024.
During Q4 2024, Security National Bank Of Sioux City Iowa /ia/'s top holdings by market value included AAPL (5.5%)、MSFT (4.7%)、BRK-B (4.3%). The largest single position, AAPL, represented 5.5% of total portfolio value.
In Q4 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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