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CIK: 0000894309
Total reported value
$243.7M
$243.7M
87 檔
12.6%
According to the latest 13F quarterly dataset, Security National Bank Of Sioux City Iowa /ia/ managed an equity portfolio of $243.7M at the end of Q2 2025, spanning 87 distinct U.S. exchange-listed positions.
During Q2 2025, 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 | 5.63% | -0.18% | +2.30% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.52% | -0.25% | -0.07% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.25% | -0.69% | -4.56% | |
| 4 | ORCL | Oracle CORP | Stock-Tech | 3.61% | -0.04% | +0.18% | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.58% | -0.82% | — | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.93% | +0.38% | +0.59% | |
| 7 | WMT | Walmart Inc | Stock-Consumer Staples | 2.47% | -0.96% | +1.03% | |
| 8 | AFL | Aflac Inc | Stock-Financials | 2.40% | -0.16% | -0.45% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.35% | -0.02% | +64.31% | |
| 10 | QCOM | Qualcomm Inc | Stock-Tech | 2.16% | +0.52% | +1.16% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 2.10% | -0.85% | +2.53% | |
| 12 | ADP | Automatic Data Processing | Stock-Tech | 2.01% | +0.01% | +0.11% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 2.00% | -0.17% | +14.55% | |
| 14 | LDOS | Leidos Holdings Inc | Stock-Tech | 1.90% | -0.62% | -0.67% | |
| 15 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.86% | -0.21% | +0.34% | |
| 16 | ABT | Abbott Laboratories | Stock-Healthcare | 1.79% | -0.19% | +8.88% | |
| 17 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.75% | -0.20% | +0.14% | |
| 18 | TEL | TE Connectivity plc | Stock-Tech | 1.72% | -0.27% | +0.66% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.63% | -0.03% | +0.27% | |
| 20 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.58% | -1.02% | +4.91% | |
| 21 | STT | State Street CORP | Stock-Financials | 1.55% | +0.27% | -0.15% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.54% | -0.17% | -0.10% | |
| 23 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 1.49% | -0.24% | +0.22% | |
| 24 | CMI | Cummins Inc | Stock-Industrials | 1.47% | +0.12% | -0.16% | |
| 25 | O | Realty Income CORP | Stock-Real Estate | 1.45% | -0.13% | +0.20% | |
| 26 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.45% | -0.31% | +2.35% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.40% | -0.14% | -3.30% | |
| 28 | UNP | Union Pacific CORP | Stock-Industrials | 1.38% | -0.02% | -0.05% | |
| 29 | J | Jacobs Solutions Inc | Stock-Industrials | 1.36% | -0.15% | -0.51% | |
| 30 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 1.35% | -0.35% | +0.18% | |
| 31 | LIN | Linde plc | Stock-Materials | 1.34% | -0.14% | -0.81% | |
| 32 | GIS | General Mills Inc | Stock-Consumer Staples | 1.33% | — | NEW | |
| 33 | NUE | Nucor CORP | Stock-Materials | 1.28% | +0.09% | -0.28% | |
| 34 | DHR | Danaher CORP | Stock-Healthcare | 1.24% | -0.11% | +0.01% | |
| 35 | RTX | Rtx CORP | Stock-Industrials | 1.22% | -0.26% | -1.11% | |
| 36 | WAB | Wabtec CORP | Stock-Industrials | 1.21% | -0.13% | -0.67% | |
| 37 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.17% | -0.13% | +1.29% | |
| 38 | VLTO | Veralto CORP | Stock-Industrials | 1.11% | -0.06% | -0.21% | |
| 39 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.10% | -0.61% | EXIT | |
| 40 | TROW | T Rowe Price Group Inc | Stock-Financials | 1.10% | +0.20% | +2.92% | |
| 41 | EA | Electronic Arts Inc | Stock-Comm Services | 1.05% | -0.21% | EXIT | |
| 42 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.03% | +0.03% | -0.25% | |
| 43 | LRCX | Lam Research CORP | Stock-Tech | 0.96% | +1.21% | +20.02% | |
| 44 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.94% | -0.25% | +140.17% | |
| 45 | PRU | Prudential Financial Inc | Stock-Financials | 0.92% | +0.05% | +0.23% | |
| 46 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.86% | +0.03% | +0.52% | |
| 47 | SNA | Snap-on Inc | Stock-Industrials | 0.85% | -0.04% | -0.08% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | +0.17% | — | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.85% | -0.20% | -0.54% | |
| 50 | ITW | Illinois Tool Works | Stock-Industrials | 0.84% | -0.06% | +0.23% |
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 87 disclosed positions in Q2 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 MSFT, AAPL, BRK-B) accounted for 12.6% of total reported equity market value during Q2 2025.
During Q2 2025, Security National Bank Of Sioux City Iowa /ia/'s top holdings by market value included MSFT (5.6%)、AAPL (4.5%)、BRK-B (4.3%). The largest single position, MSFT, represented 5.6% of total portfolio value.
In Q2 2025, 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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