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CIK: 0001105909
Total reported value
$216.6M
$216.6M
112 檔
16.7%
In Q1 2025, Security National Bank Of So Dak's U.S. equity holdings reached a combined market value of $216.6M, distributed across 112 disclosed stock positions.
In Q1 2025, Security National Bank Of So Dak displayed an active expansion posture, initiating 50 new positions and adding to 40 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.62% | -0.16% | +3.74% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.88% | -0.81% | -0.02% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.55% | -0.50% | +4.27% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.71% | +0.67% | +2.56% | |
| 5 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.66% | +0.21% | -27.68% | |
| 6 | ORCL | Oracle CORP | Stock-Tech | 2.53% | -0.20% | +0.98% | |
| 7 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.44% | -0.07% | -0.80% | |
| 8 | QCOM | Qualcomm Inc | Stock-Tech | 2.41% | +0.58% | +0.21% | |
| 9 | WMT | Walmart Inc | Stock-Consumer Staples | 2.35% | -0.48% | -1.67% | |
| 10 | AFL | Aflac Inc | Stock-Financials | 2.23% | -0.10% | -2.67% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 2.03% | +0.07% | +0.49% | |
| 12 | LIN | Linde plc | Stock-Materials | 1.87% | -0.10% | -3.23% | |
| 13 | ABT | Abbott Laboratories | Stock-Healthcare | 1.85% | -0.25% | +0.10% | |
| 14 | ADP | Automatic Data Processing | Stock-Tech | 1.83% | +0.06% | -0.09% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.80% | -0.54% | +0.81% | |
| 16 | RTX | Rtx CORP | Stock-Industrials | 1.80% | -0.30% | -1.31% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.69% | -0.05% | -1.83% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.57% | -0.08% | +2.20% | |
| 19 | J | Jacobs Solutions Inc | Stock-Industrials | 1.56% | -0.06% | -2.12% | |
| 20 | UNP | Union Pacific CORP | Stock-Industrials | 1.48% | +0.09% | +0.85% | |
| 21 | LDOS | Leidos Holdings Inc | Stock-Tech | 1.35% | -0.48% | -1.48% | |
| 22 | CMI | Cummins Inc | Stock-Industrials | 1.35% | +0.29% | -2.01% | |
| 23 | DHR | Danaher CORP | Stock-Healthcare | 1.34% | -0.08% | -6.32% | |
| 24 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.32% | -0.08% | -0.65% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.31% | -0.16% | +7.00% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 1.26% | -0.64% | +24.12% | |
| 27 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.24% | -0.08% | -1.37% | |
| 28 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.24% | -0.87% | +12.29% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.18% | -0.19% | -2.18% | |
| 30 | GIS | General Mills Inc | Stock-Consumer Staples | 1.11% | +0.01% | NEW | |
| 31 | VLTO | Veralto CORP | Stock-Industrials | 1.10% | -0.04% | -2.32% | |
| 32 | NUE | Nucor CORP | Stock-Materials | 1.10% | +0.31% | -5.29% | |
| 33 | STT | State Street CORP | Stock-Financials | 1.09% | +0.30% | -1.62% | |
| 34 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 1.07% | -0.18% | +1.49% | |
| 35 | WAB | Wabtec CORP | Stock-Industrials | 1.07% | +0.02% | -4.03% | |
| 36 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 1.06% | -0.29% | -1.54% | |
| 37 | ITW | Illinois Tool Works | Stock-Industrials | 1.05% | -0.02% | -1.11% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.99% | -0.10% | +1.54% | |
| 39 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.97% | -0.20% | +2.48% | |
| 40 | PRU | Prudential Financial Inc | Stock-Financials | 0.95% | +0.04% | +7.51% | |
| 41 | TEL | TE Connectivity plc | Stock-Tech | 0.86% | -0.09% | +0.96% | |
| 42 | SNA | Snap-on Inc | Stock-Industrials | 0.86% | +0.04% | -2.23% | |
| 43 | O | Realty Income CORP | Stock-Real Estate | 0.85% | -0.02% | +2.16% | |
| 44 | TKR | Timken Co | Stock-Industrials | 0.85% | +0.29% | -8.29% | |
| 45 | VUG | Vanguard Growth ETF | ETF-Other | 0.83% | +0.12% | +3.88% | |
| 46 | TGT | Target CORP | Stock-Consumer Disc | 0.83% | +0.01% | +2.93% | |
| 47 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.75% | -0.07% | +9.35% | |
| 48 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.74% | +0.06% | -2.72% | |
| 49 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.73% | +0.15% | -1.76% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.73% | -0.33% | +34.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ABT | Abbott Laboratories | +1.8% | +0.10% | Add |
| 2 | AAPL | Apple Inc | +1.6% | +3.74% | Add |
| 3 | JPM | Jpmorgan Chase & Co | +1% | +7.00% | Add |
| 4 | NVDA | Nvidia CORP | +0.9% | +24.12% | Add |
| 5 | RTX | Rtx CORP | +0.9% | -1.31% | Add |
| 6 | ABBV | Abbvie Inc | +0.8% | +0.49% | Add |
| 7 | ORCL | Oracle CORP | +0.8% | +0.98% | Add |
| 8 | WMT | Walmart Inc | +0.6% | -1.67% | Add |
| 9 | AFL | Aflac Inc | +0.6% | -2.67% | Trim |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | -0.02% | Trim |
| 11 | AMZN | Amazon.com Inc | +0.5% | +34.09% | Add |
| 12 | QCOM | Qualcomm Inc | +0.5% | +0.21% | Add |
| 13 | DVY | Ishares Select Dividend ETF | +0.3% | -5.17% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | +0.3% | +2.56% | Add |
| 15 | WAB | Wabtec CORP | +0.3% | -4.03% | Trim |
| 16 | CL | Colgate-palmolive Co | +0.3% | -0.65% | Add |
| 17 | KO | Coca-cola Co/the | +0.3% | +1.54% | Add |
| 18 | VB | Vanguard Small-cap ETF | +0.2% | -7.22% | Add |
| 19 | MSFT | Microsoft CORP | +0.2% | +4.27% | Add |
| 20 | SNA | Snap-on Inc | +0.1% | -2.23% | Add |
| 21 | ADP | Automatic Data Processing | +0.1% | -0.09% | Trim |
| 22 | GOOG | Alphabet Inc-cl C | +0.1% | +22.36% | Add |
| 23 | PG | Procter & Gamble Co/the | +0.1% | +17.71% | Add |
| 24 | CMI | Cummins Inc | 0% | -2.01% | Add |
| 25 | SCHD | Schwab US Dvd Equity ETF | 0% | -0.52% | Add |
| 26 | LDOS | Leidos Holdings Inc | 0% | -1.48% | Trim |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Trim |
| 28 | ITW | Illinois Tool Works | 0% | -1.11% | Add |
| 29 | CVX | Chevron CORP | 0% | +11.35% | Trim |
| 30 | VO | Vanguard Mid-cap ETF | -0.1% | +5.26% | Add |
| 31 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -1.33% | Add |
| 32 | WFC | Wells Fargo & Co | -0.1% | +6.38% | Trim |
| 33 | BND | Vanguard Total Bond Market | -0.1% | -19.95% | Add |
| 34 | KMB | Kimberly-clark CORP | -0.1% | -1.44% | Add |
| 35 | MRK | Merck & Co. Inc. | -0.1% | -2.84% | Trim |
| 36 | CWI | State Street Spdr Msci Acwi | -0.1% | — | Unchanged |
| 37 | PRU | Prudential Financial Inc | -0.1% | +7.51% | Add |
| 38 | IP | International Paper Co | -0.2% | -2.13% | Add |
| 39 | FTV | Fortive CORP | -0.2% | -7.89% | Trim |
| 40 | PEP | Pepsico Inc | -0.2% | -2.18% | Add |
| 41 | BAH | Booz Allen Hamilton Holdings | -0.2% | +1.49% | Trim |
| 42 | GIS | General Mills Inc | -0.2% | +4.57% | Add |
| 43 | HD | Home Depot Inc | -0.2% | +2.20% | Add |
| 44 | STT | State Street CORP | -0.2% | -1.62% | Add |
| 45 | XOM | Exxon Mobil CORP | -0.3% | +0.81% | Trim |
| 46 | CTSH | Cognizant Tech Solutions-a | -0.3% | -1.54% | Trim |
| 47 | SLB | Slb LTD | -0.3% | -2.07% | Trim |
| 48 | TKR | Timken Co | -0.3% | -8.29% | Add |
| 49 | IBB | Ishares Biotechnology ETF | -0.4% | -2.72% | Add |
| 50 | UNP | Union Pacific CORP | -0.4% | +0.85% | Add |
According to official SEC Form 13F filings, Security National Bank Of So Dak reported a total U.S. public equity portfolio value of $216.6M across 112 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 16.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
VT
市值: $4.7M
Top Position Liquidated / Trimmed
BRK-A
前期市值: $3.8M
During Q1 2025, Security National Bank Of So Dak's top holdings by market value included AAPL (5.6%)、BRK-B (4.9%)、MSFT (4.5%). The largest single position, AAPL, represented 5.6% of total portfolio value.
In Q1 2025, Security National Bank Of So Dak made 146 total portfolio adjustments, initiating 50 new buys, adding to 40 positions, trimming 21 holdings, and fully liquidating 35 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
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