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CIK: 0000894309
Total reported value
$243.7M
$243.7M
90 檔
14.8%
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 Q4 2025, spanning 90 distinct U.S. exchange-listed positions.
In Q4 2025, Security National Bank Of Sioux City Iowa /ia/ adopted a defensive or profit-taking posture, trimming 46 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.52% | -0.25% | +1.17% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.06% | -0.18% | -0.94% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.66% | +0.38% | -1.13% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.25% | -0.69% | +5.33% | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 3.65% | -0.96% | -2.09% | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.39% | -0.82% | — | |
| 7 | ORCL | Oracle CORP | Stock-Tech | 2.78% | -0.04% | -4.25% | |
| 8 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.41% | -0.21% | -0.38% | |
| 9 | AFL | Aflac Inc | Stock-Financials | 2.30% | -0.16% | -0.18% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 2.25% | -0.17% | -0.33% | |
| 11 | QCOM | Qualcomm Inc | Stock-Tech | 2.12% | +0.52% | -0.38% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 2.11% | -0.85% | +0.58% | |
| 13 | TEL | TE Connectivity plc | Stock-Tech | 2.09% | -0.27% | -0.43% | |
| 14 | CMI | Cummins Inc | Stock-Industrials | 2.09% | +0.12% | -0.50% | |
| 15 | LDOS | Leidos Holdings Inc | Stock-Tech | 1.96% | -0.62% | -0.35% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.94% | -0.17% | +1.02% | |
| 17 | STT | State Street CORP | Stock-Financials | 1.70% | +0.27% | -0.53% | |
| 18 | ADP | Automatic Data Processing | Stock-Tech | 1.54% | +0.01% | +0.11% | |
| 19 | LRCX | Lam Research CORP | Stock-Tech | 1.54% | +1.21% | -0.96% | |
| 20 | NUE | Nucor CORP | Stock-Materials | 1.47% | +0.09% | -0.40% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.46% | -0.02% | -0.06% | |
| 22 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.42% | -0.20% | -0.07% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.40% | -0.03% | +0.03% | |
| 24 | RTX | Rtx CORP | Stock-Industrials | 1.40% | -0.26% | -0.68% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.39% | -0.14% | -0.64% | |
| 26 | ABT | Abbott Laboratories | Stock-Healthcare | 1.38% | -0.19% | -1.10% | |
| 27 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 1.33% | -0.35% | -0.26% | |
| 28 | DHR | Danaher CORP | Stock-Healthcare | 1.31% | -0.11% | -0.28% | |
| 29 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.30% | -1.02% | -0.05% | |
| 30 | O | Realty Income CORP | Stock-Real Estate | 1.29% | -0.13% | -0.39% | |
| 31 | UNP | Union Pacific CORP | Stock-Industrials | 1.28% | -0.02% | +0.64% | |
| 32 | J | Jacobs Solutions Inc | Stock-Industrials | 1.24% | -0.15% | -0.95% | |
| 33 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.24% | -0.31% | -0.14% | |
| 34 | LOPE | Grand Canyon Education Inc | Stock-Consumer Staples | 1.17% | -0.21% | — | |
| 35 | WAB | Wabtec CORP | Stock-Industrials | 1.13% | -0.13% | -0.30% | |
| 36 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 1.11% | -0.24% | +0.46% | |
| 37 | LIN | Linde plc | Stock-Materials | 1.10% | -0.14% | -0.52% | |
| 38 | TROW | T Rowe Price Group Inc | Stock-Financials | 1.08% | +0.20% | +0.15% | |
| 39 | IBB | Ishares Biotechnology ETF | ETF-Tech | 1.05% | +0.03% | -0.53% | |
| 40 | VLTO | Veralto CORP | Stock-Industrials | 1.01% | -0.06% | +0.04% | |
| 41 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.90% | -0.13% | -0.91% | |
| 42 | PRU | Prudential Financial Inc | Stock-Financials | 0.89% | +0.05% | -0.18% | |
| 43 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.87% | -0.25% | — | |
| 44 | SNA | Snap-on Inc | Stock-Industrials | 0.86% | -0.04% | -0.31% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.85% | -0.20% | +1.20% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | +0.17% | +2.07% | |
| 47 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.82% | +0.03% | +0.06% | |
| 48 | TKR | Timken Co | Stock-Industrials | 0.82% | +0.12% | -0.30% | |
| 49 | SLB | Slb LTD | Stock-Energy | 0.80% | -0.21% | -0.18% | |
| 50 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.80% | -0.61% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1% | -1.13% | Trim |
| 2 | TMO | Thermo Fisher Scientific Inc | +0.4% | -0.38% | Trim |
| 3 | AAPL | Apple Inc | +0.3% | +1.17% | Add |
| 4 | CMI | Cummins Inc | +0.3% | -0.50% | Trim |
| 5 | LRCX | Lam Research CORP | +0.3% | -0.96% | Trim |
| 6 | CTSH | Cognizant Tech Solutions-a | +0.2% | -0.26% | Trim |
| 7 | NUE | Nucor CORP | +0.2% | -0.40% | Trim |
| 8 | JNJ | Johnson & Johnson | +0.2% | +1.02% | Add |
| 9 | WMT | Walmart Inc | +0.2% | -2.09% | Trim |
| 10 | DHR | Danaher CORP | +0.2% | -0.28% | Trim |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +5.33% | Add |
| 12 | STT | State Street CORP | +0.1% | -0.53% | Trim |
| 13 | IBB | Ishares Biotechnology ETF | +0.1% | -0.53% | Trim |
| 14 | XOM | Exxon Mobil CORP | +0.1% | +0.58% | Add |
| 15 | RTX | Rtx CORP | +0.1% | -0.68% | Trim |
| 16 | TKR | Timken Co | +0.1% | -0.30% | Trim |
| 17 | SLB | Slb LTD | +0.1% | -0.18% | Trim |
| 18 | PRU | Prudential Financial Inc | +0.1% | -0.18% | Trim |
| 19 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 20 | AMTM | Amentum Holdings Inc | +0.1% | -0.22% | Trim |
| 21 | WAB | Wabtec CORP | +0.1% | -0.30% | Trim |
| 22 | AMZN | Amazon.com Inc | +0.1% | +2.07% | Add |
| 23 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 24 | FTV | Fortive CORP | 0% | -0.37% | Trim |
| 25 | TEL | TE Connectivity plc | 0% | -0.43% | Trim |
| 26 | VEA | Vanguard Ftse Developed ETF | 0% | -0.64% | Trim |
| 27 | KO | Coca-cola Co/the | 0% | +1.16% | Add |
| 28 | QCOM | Qualcomm Inc | 0% | -0.38% | Trim |
| 29 | JPM | Jpmorgan Chase & Co | 0% | -0.06% | Trim |
| 30 | PEP | Pepsico Inc | 0% | +1.20% | Add |
| 31 | ORI | Old Republic Intl CORP | 0% | — | Unchanged |
| 32 | TSN | Tyson Foods Inc-cl A | 0% | -1.82% | Trim |
| 33 | NNI | Nelnet Inc-cl A | 0% | — | Unchanged |
| 34 | NVDA | Nvidia CORP | 0% | +2.07% | Add |
| 35 | AVGO | Broadcom Inc | — | +1.88% | Add |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | — | Unchanged |
| 37 | VTV | Vanguard Value ETF | — | -0.48% | Trim |
| 38 | V | Visa Inc-class A Shares | — | — | Unchanged |
| 39 | XLK | Ss Technology Select Sector | — | +100.00% | Add |
| 40 | VWO | Vanguard Ftse Emerging Marke | — | -1.13% | Trim |
| 41 | VUG | Vanguard Growth ETF | — | -0.98% | Trim |
| 42 | JNK | Ss Spdr Bb High Yield Bond | — | +0.32% | Add |
| 43 | VNQ | Vanguard Real Estate ETF | 0% | -0.22% | Trim |
| 44 | JEPI | Jpmorgan Equity Premium Inco | 0% | — | Unchanged |
| 45 | DVY | Ishares Select Dividend ETF | 0% | — | Unchanged |
| 46 | TROW | T Rowe Price Group Inc | 0% | +0.15% | Add |
| 47 | SCHD | Schwab US Dvd Equity ETF | 0% | — | Unchanged |
| 48 | MUNI | Pimco Intermediate Municipal | 0% | — | Unchanged |
| 49 | BND | Vanguard Total Bond Market | 0% | +0.27% | Add |
| 50 | VOO | Vanguard S&p 500 ETF | 0% | -2.40% | 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 90 disclosed positions in Q4 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, MSFT, GOOGL) accounted for 14.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
LOPE
市值: $1.8M
Top Position Liquidated / Trimmed
GIS
前期市值: $1.9M
During Q4 2025, Security National Bank Of Sioux City Iowa /ia/'s top holdings by market value included AAPL (5.5%)、MSFT (5.1%)、GOOGL (4.7%). The largest single position, AAPL, represented 5.5% of total portfolio value.
In Q4 2025, Security National Bank Of Sioux City Iowa /ia/ made 78 total portfolio adjustments, initiating 9 new buys, adding to 20 positions, trimming 46 holdings, and fully liquidating 3 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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