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CIK: 0000894309
Total reported value
$243.7M
$243.7M
104 檔
15.7%
As reported in its official Q1 2026 Form 13F filing, Security National Bank Of Sioux City Iowa /ia/'s tracked investment portfolio stood at $243.7M with 104 total positions.
Security National Bank Of Sioux City Iowa /ia/ executed strategic sector rebalancing during Q1 2026, establishing 17 new positions while fully exiting 3 holdings and trimming 48 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BKMI | Bny Mellon Muni Int ETF | ETF-Other | 6.89% | -2.01% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.60% | -0.25% | -3.09% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.93% | -0.69% | +5.11% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.65% | +0.38% | -7.36% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.60% | -0.18% | +0.95% | |
| 6 | WMT | Walmart Inc | Stock-Consumer Staples | 3.17% | -0.96% | -15.51% | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.97% | -0.82% | — | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 2.60% | -0.85% | -4.94% | |
| 9 | AFL | Aflac Inc | Stock-Financials | 2.06% | -0.16% | -2.18% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.06% | -0.17% | -2.21% | |
| 11 | ORCL | Oracle CORP | Stock-Tech | 1.95% | -0.04% | +0.86% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 1.92% | -0.17% | -2.37% | |
| 13 | CMI | Cummins Inc | Stock-Industrials | 1.86% | +0.12% | -8.33% | |
| 14 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.81% | -0.21% | -4.10% | |
| 15 | TEL | TE Connectivity plc | Stock-Tech | 1.75% | -0.27% | -1.22% | |
| 16 | LRCX | Lam Research CORP | Stock-Tech | 1.59% | +1.21% | -9.92% | |
| 17 | LDOS | Leidos Holdings Inc | Stock-Tech | 1.54% | -0.62% | -1.47% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.53% | -0.14% | +16.53% | |
| 19 | STT | State Street CORP | Stock-Financials | 1.47% | +0.27% | -4.53% | |
| 20 | QCOM | Qualcomm Inc | Stock-Tech | 1.46% | +0.52% | -0.38% | |
| 21 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.44% | -0.20% | -5.45% | |
| 22 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.40% | -0.31% | +0.10% | |
| 23 | RTX | Rtx CORP | Stock-Industrials | 1.28% | -0.26% | -5.36% | |
| 24 | NUE | Nucor CORP | Stock-Materials | 1.23% | +0.09% | -12.25% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.22% | -0.02% | -0.79% | |
| 26 | UNP | Union Pacific CORP | Stock-Industrials | 1.20% | -0.02% | -2.78% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 1.20% | -0.03% | -2.57% | |
| 28 | O | Realty Income CORP | Stock-Real Estate | 1.20% | -0.13% | -7.10% | |
| 29 | WAB | Wabtec CORP | Stock-Industrials | 1.17% | -0.13% | -4.22% | |
| 30 | LIN | Linde plc | Stock-Materials | 1.13% | -0.14% | -3.92% | |
| 31 | ADP | Automatic Data Processing | Stock-Tech | 1.12% | +0.01% | -0.43% | |
| 32 | LOPE | Grand Canyon Education Inc | Stock-Consumer Staples | 1.10% | -0.21% | -0.28% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.09% | +0.17% | +55.30% | |
| 34 | ABT | Abbott Laboratories | Stock-Healthcare | 1.09% | -0.19% | +4.98% | |
| 35 | J | Jacobs Solutions Inc | Stock-Industrials | 1.07% | -0.15% | -2.95% | |
| 36 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.02% | -1.02% | +3.00% | |
| 37 | CGXU | Cap Group Intl Focus | ETF-Other | 1.00% | +0.04% | — | |
| 38 | DHR | Danaher CORP | Stock-Healthcare | 0.97% | -0.11% | -2.57% | |
| 39 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 0.97% | -0.24% | +1.74% | |
| 40 | SLB | Slb LTD | Stock-Energy | 0.94% | -0.21% | -5.01% | |
| 41 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.93% | +0.20% | +6.04% | |
| 42 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.92% | +0.03% | -4.73% | |
| 43 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 0.92% | -0.35% | +2.29% | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.84% | -0.20% | -0.85% | |
| 45 | TKR | Timken Co | Stock-Industrials | 0.83% | +0.12% | -8.20% | |
| 46 | SNA | Snap-on Inc | Stock-Industrials | 0.82% | -0.04% | -2.66% | |
| 47 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.81% | +0.03% | -0.65% | |
| 48 | VLTO | Veralto CORP | Stock-Industrials | 0.81% | -0.06% | -1.95% | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.80% | -0.25% | +0.51% | |
| 50 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.78% | -0.13% | -1.42% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.5% | -4.94% | Trim |
| 2 | VOO | Vanguard S&p 500 ETF | +0.3% | +234.15% | Add |
| 3 | AMZN | Amazon.com Inc | +0.2% | +55.30% | Add |
| 4 | VZ | Verizon Communications Inc | +0.2% | +0.10% | Add |
| 5 | VEA | Vanguard Ftse Developed ETF | +0.1% | +16.53% | Add |
| 6 | SLB | Slb LTD | +0.1% | -5.01% | Trim |
| 7 | JNJ | Johnson & Johnson | +0.1% | -2.21% | Trim |
| 8 | VUG | Vanguard Growth ETF | +0.1% | +60.73% | Add |
| 9 | VNQ | Vanguard Real Estate ETF | +0.1% | +99.43% | Add |
| 10 | VTV | Vanguard Value ETF | +0.1% | +41.64% | Add |
| 11 | LRCX | Lam Research CORP | +0.1% | -9.92% | Trim |
| 12 | LMT | Lockheed Martin CORP | +0.1% | — | Unchanged |
| 13 | WAB | Wabtec CORP | 0% | -4.22% | Trim |
| 14 | CAT | Caterpillar Inc | 0% | -3.20% | Trim |
| 15 | LIN | Linde plc | 0% | -3.92% | Trim |
| 16 | KMB | Kimberly-clark CORP | 0% | +19.36% | Add |
| 17 | DLR | Digital Realty Trust Inc | 0% | -5.45% | Trim |
| 18 | VWO | Vanguard Ftse Emerging Marke | 0% | +19.29% | Add |
| 19 | VB | Vanguard Small-cap ETF | 0% | +20.26% | Add |
| 20 | TKR | Timken Co | 0% | -8.20% | Trim |
| 21 | VGT | Vanguard Info Tech ETF | 0% | +18.54% | Add |
| 22 | LNT | Alliant Energy CORP | 0% | — | Unchanged |
| 23 | SCHD | Schwab US Dvd Equity ETF | 0% | -1.26% | Trim |
| 24 | ✓ | Compugen LTD | 0% | — | Unchanged |
| 25 | CRDL | Cardiol Therapeutics Inc-a | 0% | — | Unchanged |
| 26 | MRK | Merck & Co. Inc. | — | -3.32% | Trim |
| 27 | JNK | Ss Spdr Bb High Yield Bond | — | +10.05% | Add |
| 28 | DVY | Ishares Select Dividend ETF | — | — | Unchanged |
| 29 | LXRX | Lexicon Pharmaceuticals Inc | — | — | Unchanged |
| 30 | ONC | Oncolytics Biotech Inc | — | — | Unchanged |
| 31 | PEP | Pepsico Inc | 0% | -0.85% | Trim |
| 32 | CL | Colgate-palmolive Co | 0% | -0.65% | Trim |
| 33 | KO | Coca-cola Co/the | 0% | -2.15% | Trim |
| 34 | BND | Vanguard Total Bond Market | 0% | +6.50% | Add |
| 35 | TSN | Tyson Foods Inc-cl A | 0% | -6.28% | Trim |
| 36 | XLK | Ss Technology Select Sector | 0% | — | Unchanged |
| 37 | FTV | Fortive CORP | 0% | +1.46% | Add |
| 38 | NNI | Nelnet Inc-cl A | 0% | — | Unchanged |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 40 | MUNI | Pimco Intermediate Municipal | 0% | — | Unchanged |
| 41 | EA | Electronic Arts Inc | 0% | -10.42% | Trim |
| 42 | V | Visa Inc-class A Shares | 0% | -2.11% | Trim |
| 43 | ITW | Illinois Tool Works | 0% | -2.37% | Trim |
| 44 | SNA | Snap-on Inc | 0% | -2.66% | Trim |
| 45 | ORI | Old Republic Intl CORP | -0.1% | — | Unchanged |
| 46 | GOOG | Alphabet Inc-cl C | -0.1% | -7.66% | Trim |
| 47 | NVDA | Nvidia CORP | -0.1% | -2.03% | Trim |
| 48 | MINT | Pimco Enhanced Short Maturit | -0.1% | — | Unchanged |
| 49 | META | Meta Platforms Inc-class A | -0.1% | -8.06% | Trim |
| 50 | LOPE | Grand Canyon Education Inc | -0.1% | -0.28% | 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 104 disclosed positions in Q1 2026.
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 BKMI, AAPL, BRK-B) accounted for 15.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
BKMI
市值: $11.7M
Top Position Liquidated / Trimmed
VT
前期市值: $706.9K
During Q1 2026, Security National Bank Of Sioux City Iowa /ia/'s top holdings by market value included BKMI (6.9%)、AAPL (4.6%)、BRK-B (3.9%). The largest single position, BKMI, represented 6.9% of total portfolio value.
In Q1 2026, Security National Bank Of Sioux City Iowa /ia/ made 93 total portfolio adjustments, initiating 17 new buys, adding to 25 positions, trimming 48 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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