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CIK: 0000894309
Total reported value
$243.7M
$243.7M
84 檔
14.4%
In Q3 2025, Security National Bank Of Sioux City Iowa /ia/'s U.S. equity holdings reached a combined market value of $243.7M, distributed across 84 disclosed stock positions.
Security National Bank Of Sioux City Iowa /ia/ executed strategic sector rebalancing during Q3 2025, establishing 5 new positions while fully exiting 9 holdings and trimming 33 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.55% | -0.18% | +2.02% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.18% | -0.25% | -0.38% | |
| 3 | ORCL | Oracle CORP | Stock-Tech | 4.25% | -0.04% | -1.34% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.10% | -0.69% | +0.51% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.71% | +0.38% | -0.89% | |
| 6 | WMT | Walmart Inc | Stock-Consumer Staples | 3.49% | -0.96% | +44.47% | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.44% | -0.82% | — | |
| 8 | AFL | Aflac Inc | Stock-Financials | 2.37% | -0.16% | +0.52% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 2.32% | -0.17% | +0.29% | |
| 10 | QCOM | Qualcomm Inc | Stock-Tech | 2.10% | +0.52% | +0.35% | |
| 11 | LDOS | Leidos Holdings Inc | Stock-Tech | 2.09% | -0.62% | -0.55% | |
| 12 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.06% | -0.21% | -0.53% | |
| 13 | TEL | TE Connectivity plc | Stock-Tech | 2.06% | -0.27% | -1.00% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.99% | -0.85% | -2.25% | |
| 15 | ADP | Automatic Data Processing | Stock-Tech | 1.78% | +0.01% | +0.67% | |
| 16 | CMI | Cummins Inc | Stock-Industrials | 1.76% | +0.12% | +0.20% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.74% | -0.17% | +0.35% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.67% | -0.03% | +0.36% | |
| 19 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.61% | -0.20% | +0.42% | |
| 20 | STT | State Street CORP | Stock-Financials | 1.56% | +0.27% | -0.13% | |
| 21 | ABT | Abbott Laboratories | Stock-Healthcare | 1.51% | -0.19% | -7.43% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.45% | -0.02% | -38.66% | |
| 23 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.44% | -1.02% | +0.27% | |
| 24 | J | Jacobs Solutions Inc | Stock-Industrials | 1.44% | -0.15% | -0.22% | |
| 25 | O | Realty Income CORP | Stock-Real Estate | 1.42% | -0.13% | +0.25% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.36% | -0.14% | -0.21% | |
| 27 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.35% | -0.31% | -0.55% | |
| 28 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 1.33% | -0.24% | +0.76% | |
| 29 | UNP | Union Pacific CORP | Stock-Industrials | 1.32% | -0.02% | +0.65% | |
| 30 | RTX | Rtx CORP | Stock-Industrials | 1.30% | -0.26% | -0.14% | |
| 31 | LIN | Linde plc | Stock-Materials | 1.24% | -0.14% | -0.79% | |
| 32 | NUE | Nucor CORP | Stock-Materials | 1.24% | +0.09% | +0.14% | |
| 33 | EA | Electronic Arts Inc | Stock-Comm Services | 1.23% | -0.21% | EXIT | |
| 34 | LRCX | Lam Research CORP | Stock-Tech | 1.23% | +1.21% | +0.39% | |
| 35 | GIS | General Mills Inc | Stock-Consumer Staples | 1.21% | — | NEW | |
| 36 | DHR | Danaher CORP | Stock-Healthcare | 1.15% | -0.11% | -0.50% | |
| 37 | TROW | T Rowe Price Group Inc | Stock-Financials | 1.09% | +0.20% | +1.14% | |
| 38 | VLTO | Veralto CORP | Stock-Industrials | 1.09% | -0.06% | +0.52% | |
| 39 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 1.09% | -0.35% | +0.85% | |
| 40 | WAB | Wabtec CORP | Stock-Industrials | 1.08% | -0.13% | +0.36% | |
| 41 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.97% | -0.13% | +1.03% | |
| 42 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.94% | -0.61% | EXIT | |
| 43 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.92% | +0.03% | +0.52% | |
| 44 | SNA | Snap-on Inc | Stock-Industrials | 0.88% | -0.04% | +0.46% | |
| 45 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.88% | -0.25% | — | |
| 46 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.85% | +0.03% | +0.81% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.84% | -0.20% | -0.05% | |
| 48 | PRU | Prudential Financial Inc | Stock-Financials | 0.83% | +0.05% | +0.78% | |
| 49 | ITW | Illinois Tool Works | Stock-Industrials | 0.83% | -0.06% | +0.72% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.80% | +0.17% | +1.18% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +1.9% | -1.34% | Trim |
| 2 | MSFT | Microsoft CORP | +1.3% | +2.02% | Add |
| 3 | WMT | Walmart Inc | +1.2% | +44.47% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +1.1% | -0.89% | Trim |
| 5 | LRCX | Lam Research CORP | +0.6% | +0.39% | Add |
| 6 | TEL | TE Connectivity plc | +0.6% | -1.00% | Trim |
| 7 | JEPI | Jpmorgan Equity Premium Inco | +0.5% | — | Add |
| 8 | LDOS | Leidos Holdings Inc | +0.4% | -0.55% | Trim |
| 9 | CMI | Cummins Inc | +0.3% | +0.20% | Add |
| 10 | ABBV | Abbvie Inc | +0.3% | +0.29% | Add |
| 11 | EA | Electronic Arts Inc | +0.2% | +0.05% | Trim |
| 12 | STT | State Street CORP | +0.2% | -0.13% | Trim |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | -38.66% | Add |
| 14 | J | Jacobs Solutions Inc | +0.1% | -0.22% | Trim |
| 15 | RTX | Rtx CORP | +0.1% | -0.14% | Trim |
| 16 | DLR | Digital Realty Trust Inc | +0.1% | +0.42% | Add |
| 17 | CAT | Caterpillar Inc | +0.1% | — | Add |
| 18 | AAPL | Apple Inc | +0.1% | -0.38% | Trim |
| 19 | AMTM | Amentum Holdings Inc | +0.1% | +0.30% | Add |
| 20 | NKE | Nike Inc -cl B | +0.1% | +0.27% | Add |
| 21 | VUG | Vanguard Growth ETF | +0.1% | -0.73% | Trim |
| 22 | TROW | T Rowe Price Group Inc | 0% | +1.14% | Add |
| 23 | META | Meta Platforms Inc-class A | 0% | -3.88% | Trim |
| 24 | XLK | Ss Technology Select Sector | 0% | — | Unchanged |
| 25 | VEA | Vanguard Ftse Developed ETF | 0% | -0.21% | Trim |
| 26 | IBB | Ishares Biotechnology ETF | 0% | +0.52% | Add |
| 27 | NUE | Nucor CORP | 0% | +0.14% | Trim |
| 28 | PYPL | Paypal Holdings Inc | 0% | +1.71% | Add |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 30 | VWO | Vanguard Ftse Emerging Marke | 0% | -0.47% | Trim |
| 31 | VOO | Vanguard S&p 500 ETF | 0% | -1.65% | Trim |
| 32 | VB | Vanguard Small-cap ETF | 0% | — | Trim |
| 33 | JNJ | Johnson & Johnson | — | +0.35% | Add |
| 34 | LMT | Lockheed Martin CORP | — | — | Unchanged |
| 35 | NNI | Nelnet Inc-cl A | — | — | Unchanged |
| 36 | ORI | Old Republic Intl CORP | — | — | Unchanged |
| 37 | MRK | Merck & Co. Inc. | — | +3.62% | Add |
| 38 | HD | Home Depot Inc | 0% | +0.36% | Add |
| 39 | WAB | Wabtec CORP | 0% | +0.36% | Trim |
| 40 | VTV | Vanguard Value ETF | 0% | +0.05% | Trim |
| 41 | VNQ | Vanguard Real Estate ETF | 0% | +0.22% | Trim |
| 42 | VLTO | Veralto CORP | 0% | +0.52% | Add |
| 43 | SCHD | Schwab US Dvd Equity ETF | 0% | — | Unchanged |
| 44 | QCOM | Qualcomm Inc | 0% | +0.35% | Add |
| 45 | V | Visa Inc-class A Shares | 0% | -6.57% | Trim |
| 46 | JNK | Ss Spdr Bb High Yield Bond | 0% | +0.10% | Trim |
| 47 | ITW | Illinois Tool Works | 0% | +0.72% | Add |
| 48 | BND | Vanguard Total Bond Market | -0.1% | +0.50% | Trim |
| 49 | TKR | Timken Co | -0.1% | +0.07% | Trim |
| 50 | DVY | Ishares Select Dividend ETF | -0.1% | -12.01% | Trim |
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 84 disclosed positions in Q3 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, ORCL) accounted for 14.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
AMZN
市值: $1.2M
Top Position Liquidated / Trimmed
OXY
前期市值: $1.2M
During Q3 2025, Security National Bank Of Sioux City Iowa /ia/'s top holdings by market value included MSFT (5.5%)、AAPL (5.2%)、ORCL (4.3%). The largest single position, MSFT, represented 5.5% of total portfolio value.
In Q3 2025, Security National Bank Of Sioux City Iowa /ia/ made 85 total portfolio adjustments, initiating 5 new buys, adding to 38 positions, trimming 33 holdings, and fully liquidating 9 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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