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CIK: 0000894309
Total reported value
$169.2M
$169.2M
88 檔
17.2%
At the close of Q1 2025, Security National Bank Of Sioux City Iowa /ia/ disclosed equity holdings valued at approximately $169.2M, spread across 88 reported holdings.
Security National Bank Of Sioux City Iowa /ia/ executed strategic sector rebalancing during Q1 2025, establishing 11 new positions while fully exiting 12 holdings and trimming 16 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.07% | -0.92% | -0.01% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.05% | -0.32% | -4.77% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.30% | -1.46% | -0.62% | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 4.06% | -0.42% | — | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.64% | -1.01% | +2.55% | |
| 6 | AFL | Aflac Inc | Stock-Financials | 2.63% | -0.24% | -3.45% | |
| 7 | ORCL | Oracle CORP | Stock-Tech | 2.39% | -0.83% | +0.09% | |
| 8 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.36% | -0.60% | -1.82% | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 2.34% | +0.49% | -15.50% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 2.28% | -0.48% | -5.09% | |
| 11 | QCOM | Qualcomm Inc | Stock-Tech | 2.13% | -0.66% | +0.18% | |
| 12 | ADP | Automatic Data Processing | Stock-Tech | 2.05% | -0.42% | -2.83% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 2.04% | -0.33% | -0.95% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.74% | +0.12% | -3.41% | |
| 15 | LDOS | Leidos Holdings Inc | Stock-Tech | 1.69% | -0.42% | -1.83% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.68% | -0.20% | -0.71% | |
| 17 | ABT | Abbott Laboratories | Stock-Healthcare | 1.66% | -0.29% | +2.65% | |
| 18 | GIS | General Mills Inc | Stock-Consumer Staples | 1.58% | — | +8.35% | |
| 19 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 1.54% | -0.14% | +1.02% | |
| 20 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.53% | +0.16% | +3.34% | |
| 21 | O | Realty Income CORP | Stock-Real Estate | 1.51% | -0.09% | -1.86% | |
| 22 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.48% | +0.02% | +0.11% | |
| 23 | TEL | TE Connectivity plc | Stock-Tech | 1.48% | -0.34% | +3.02% | |
| 24 | UNP | Union Pacific CORP | Stock-Industrials | 1.46% | -0.08% | -1.22% | |
| 25 | CMI | Cummins Inc | Stock-Industrials | 1.46% | -0.23% | -3.51% | |
| 26 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.39% | -0.28% | +19.97% | |
| 27 | LIN | Linde plc | Stock-Materials | 1.38% | +0.03% | -5.63% | |
| 28 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 1.37% | -0.41% | -0.58% | |
| 29 | STT | State Street CORP | Stock-Financials | 1.35% | -0.23% | -3.74% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.34% | +0.14% | -2.98% | |
| 31 | DHR | Danaher CORP | Stock-Healthcare | 1.34% | -0.34% | -3.41% | |
| 32 | J | Jacobs Solutions Inc | Stock-Industrials | 1.30% | -0.17% | -2.72% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.25% | -0.24% | +2.96% | |
| 34 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.24% | -0.12% | +9.37% | |
| 35 | NUE | Nucor CORP | Stock-Materials | 1.23% | -0.24% | -4.96% | |
| 36 | RTX | Rtx CORP | Stock-Industrials | 1.16% | -0.12% | -4.38% | |
| 37 | VLTO | Veralto CORP | Stock-Industrials | 1.11% | -0.20% | +1.14% | |
| 38 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.10% | -0.01% | +0.52% | |
| 39 | WAB | Wabtec CORP | Stock-Industrials | 1.09% | +0.04% | -4.77% | |
| 40 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 1.05% | -0.01% | — | |
| 41 | TROW | T Rowe Price Group Inc | Stock-Financials | 1.05% | -0.15% | +6.59% | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.00% | -0.01% | -0.36% | |
| 43 | EA | Electronic Arts Inc | Stock-Comm Services | 0.99% | -0.04% | +8.53% | |
| 44 | PRU | Prudential Financial Inc | Stock-Financials | 0.99% | -0.15% | +0.57% | |
| 45 | SLB | Slb LTD | Stock-Energy | 0.98% | +0.14% | -2.15% | |
| 46 | SNA | Snap-on Inc | Stock-Industrials | 0.96% | -0.04% | -2.47% | |
| 47 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.93% | -0.19% | +10.63% | |
| 48 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.90% | +0.16% | NEW | |
| 49 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.90% | -0.13% | +4.57% | |
| 50 | ITW | Illinois Tool Works | Stock-Industrials | 0.87% | -0.04% | +0.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | +3.7% | — | Add |
| 2 | ABT | Abbott Laboratories | +1.5% | +2.65% | Add |
| 3 | XOM | Exxon Mobil CORP | +1.4% | -15.50% | Add |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +1.3% | -4.77% | Trim |
| 5 | AFL | Aflac Inc | +1.2% | -3.45% | Trim |
| 6 | JPM | Jpmorgan Chase & Co | +0.8% | +2.96% | Add |
| 7 | ABBV | Abbvie Inc | +0.8% | -0.95% | Trim |
| 8 | VEA | Vanguard Ftse Developed ETF | +0.7% | -2.98% | Add |
| 9 | WMT | Walmart Inc | +0.7% | -5.09% | Add |
| 10 | BAH | Booz Allen Hamilton Holdings | +0.6% | +1.02% | Add |
| 11 | ADP | Automatic Data Processing | +0.6% | -2.83% | Trim |
| 12 | WAB | Wabtec CORP | +0.5% | -4.77% | Trim |
| 13 | GIS | General Mills Inc | +0.4% | +8.35% | Add |
| 14 | ORCL | Oracle CORP | +0.4% | +0.09% | Trim |
| 15 | LDOS | Leidos Holdings Inc | +0.4% | -1.83% | Add |
| 16 | MSFT | Microsoft CORP | +0.3% | -0.62% | Trim |
| 17 | AAPL | Apple Inc | +0.3% | -0.01% | Trim |
| 18 | PEP | Pepsico Inc | -0.6% | -0.36% | Trim |
| 19 | TKR | Timken Co | -0.6% | -8.50% | Trim |
| 20 | VB | Vanguard Small-cap ETF | -0.7% | -4.95% | Trim |
| 21 | TROW | T Rowe Price Group Inc | -0.7% | +6.59% | Add |
| 22 | VUG | Vanguard Growth ETF | -0.8% | +51.66% | Trim |
| 23 | DVY | Ishares Select Dividend ETF | -1% | -3.77% | Trim |
| 24 | DHR | Danaher CORP | -1.1% | -3.41% | Trim |
| 25 | TGT | Target CORP | -1.3% | +8.95% | Trim |
| 26 | TMO | Thermo Fisher Scientific Inc | -1.6% | -1.82% | Trim |
| 27 | NKE | Nike Inc -cl B | -2.1% | +19.97% | Add |
| 28 | JECUSD | Jacobs Engineering Group Inc | — | EXIT | Sold out |
| 29 | EXR | Extra Space Storage Inc | — | EXIT | Sold out |
| 30 | LIN | Linde plc | — | EXIT | Sold out |
| 31 | O | Realty Income CORP | — | NEW | New buy |
| 32 | TEL | TE Connectivity plc | — | NEW | New buy |
| 33 | LIN | Linde plc | — | NEW | New buy |
| 34 | VT | Vanguard Tot World Stk ETF | — | EXIT | Sold out |
| 35 | J | Jacobs Solutions Inc | — | NEW | New buy |
| 36 | IBM | Intl Business Machines CORP | — | EXIT | Sold out |
| 37 | TD | Toronto-dominion Bank | — | EXIT | Sold out |
| 38 | VLTO | Veralto CORP | — | NEW | New buy |
| 39 | TSN | Tyson Foods Inc-cl A | — | NEW | New buy |
| 40 | EA | Electronic Arts Inc | — | NEW | New buy |
| 41 | PYPL | Paypal Holdings Inc | — | NEW | New buy |
| 42 | OXY | Occidental Petroleum CORP | — | NEW | New buy |
| 43 | PII | Polaris Inc | — | EXIT | Sold out |
| 44 | SCHG | Schwab US Large-cap Growth | — | EXIT | Sold out |
| 45 | MKC | Mccormick & Co-non Vtg Shrs | — | EXIT | Sold out |
| 46 | LRCX | Lam Research CORP | — | NEW | New buy |
| 47 | AMZN | Amazon.com Inc | — | EXIT | Sold out |
| 48 | CARR | Carrier Global CORP | — | EXIT | Sold out |
| 49 | OTIS | Otis Worldwide CORP | — | EXIT | Sold out |
| 50 | ET | Energy Transfer LP | — | NEW | New buy |
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 $169.2M across 88 disclosed positions in Q1 2025.
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, BRK-B, MSFT) accounted for 17.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
O
市值: $2.1M
Top Position Liquidated / Trimmed
JECUSD
前期市值: $3.0M
During Q1 2025, Security National Bank Of Sioux City Iowa /ia/'s top holdings by market value included AAPL (5.1%)、BRK-B (5.0%)、MSFT (4.3%). The largest single position, AAPL, represented 5.1% of total portfolio value.
In Q1 2025, Security National Bank Of Sioux City Iowa /ia/ made 50 total portfolio adjustments, initiating 11 new buys, adding to 11 positions, trimming 16 holdings, and fully liquidating 12 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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