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CIK: 0001105909
Total reported value
$216.6M
$216.6M
111 檔
21.8%
In Q4 2025, Security National Bank Of So Dak's U.S. equity holdings reached a combined market value of $216.6M, distributed across 111 disclosed stock positions.
In Q4 2025, Security National Bank Of So Dak adopted a defensive or profit-taking posture, trimming 52 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.91% | -0.16% | -0.41% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.04% | -0.50% | -0.47% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.77% | +0.67% | -0.96% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.96% | -0.81% | -0.48% | |
| 5 | VT | Vanguard Tot World Stk ETF | ETF-Other | 3.56% | +0.21% | +24.09% | |
| 6 | ORCL | Oracle CORP | Stock-Tech | 2.78% | -0.20% | -8.04% | |
| 7 | WMT | Walmart Inc | Stock-Consumer Staples | 2.54% | -0.48% | -0.77% | |
| 8 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.45% | -0.07% | -0.39% | |
| 9 | QCOM | Qualcomm Inc | Stock-Tech | 2.33% | +0.58% | -0.15% | |
| 10 | RTX | Rtx CORP | Stock-Industrials | 2.10% | -0.30% | -0.29% | |
| 11 | AFL | Aflac Inc | Stock-Financials | 1.90% | -0.10% | — | |
| 12 | CMI | Cummins Inc | Stock-Industrials | 1.89% | +0.29% | -0.37% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 1.87% | +0.07% | -0.09% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.79% | -0.64% | -2.16% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.75% | -0.05% | -0.52% | |
| 16 | LDOS | Leidos Holdings Inc | Stock-Tech | 1.56% | -0.48% | -0.34% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.51% | -0.54% | -0.61% | |
| 18 | ABT | Abbott Laboratories | Stock-Healthcare | 1.51% | -0.25% | +0.16% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.50% | -0.16% | -0.11% | |
| 20 | J | Jacobs Solutions Inc | Stock-Industrials | 1.45% | -0.06% | -0.77% | |
| 21 | LIN | Linde plc | Stock-Materials | 1.39% | -0.10% | -0.49% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.38% | -0.33% | -0.03% | |
| 23 | STT | State Street CORP | Stock-Financials | 1.36% | +0.30% | -0.14% | |
| 24 | ADP | Automatic Data Processing | Stock-Tech | 1.34% | +0.06% | +0.28% | |
| 25 | DHR | Danaher CORP | Stock-Healthcare | 1.30% | -0.08% | +0.05% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 1.27% | -0.08% | +0.27% | |
| 27 | UNP | Union Pacific CORP | Stock-Industrials | 1.25% | +0.09% | -0.18% | |
| 28 | NUE | Nucor CORP | Stock-Materials | 1.24% | +0.31% | -0.50% | |
| 29 | TEL | TE Connectivity plc | Stock-Tech | 1.21% | -0.09% | -0.85% | |
| 30 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.16% | -0.08% | -0.20% | |
| 31 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.06% | -0.87% | -1.27% | |
| 32 | WAB | Wabtec CORP | Stock-Industrials | 1.05% | +0.02% | -0.33% | |
| 33 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 1.02% | -0.29% | +0.30% | |
| 34 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.97% | -0.08% | +0.08% | |
| 35 | VLTO | Veralto CORP | Stock-Industrials | 0.94% | -0.04% | -1.76% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.93% | -0.19% | — | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.92% | +0.12% | — | |
| 38 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.89% | +0.25% | — | |
| 39 | ITW | Illinois Tool Works | Stock-Industrials | 0.88% | -0.02% | -0.65% | |
| 40 | LRCX | Lam Research CORP | Stock-Tech | 0.88% | +0.96% | -0.76% | |
| 41 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.85% | +0.06% | +0.03% | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.84% | -0.04% | — | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.83% | -0.10% | -1.19% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.80% | -0.33% | — | |
| 45 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.79% | -0.69% | EXIT | |
| 46 | PRU | Prudential Financial Inc | Stock-Financials | 0.79% | +0.04% | +0.41% | |
| 47 | TKR | Timken Co | Stock-Industrials | 0.79% | +0.29% | -1.24% | |
| 48 | SNA | Snap-on Inc | Stock-Industrials | 0.75% | +0.04% | -0.38% | |
| 49 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 0.75% | -0.18% | -1.35% | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.73% | -0.20% | +0.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1% | -0.96% | Trim |
| 2 | VT | Vanguard Tot World Stk ETF | +0.7% | +24.09% | Add |
| 3 | TMO | Thermo Fisher Scientific Inc | +0.4% | -0.39% | Trim |
| 4 | CMI | Cummins Inc | +0.3% | -0.37% | Trim |
| 5 | AAPL | Apple Inc | +0.2% | -0.41% | Trim |
| 6 | NUE | Nucor CORP | +0.2% | -0.50% | Trim |
| 7 | CTSH | Cognizant Tech Solutions-a | +0.2% | +0.30% | Add |
| 8 | LRCX | Lam Research CORP | +0.2% | -0.76% | Trim |
| 9 | DHR | Danaher CORP | +0.2% | +0.05% | Add |
| 10 | RTX | Rtx CORP | +0.1% | -0.29% | Trim |
| 11 | JNJ | Johnson & Johnson | +0.1% | -0.52% | Trim |
| 12 | WMT | Walmart Inc | +0.1% | -0.77% | Trim |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | -0.57% | Trim |
| 14 | STT | State Street CORP | +0.1% | -0.14% | Trim |
| 15 | IBB | Ishares Biotechnology ETF | +0.1% | +0.03% | Add |
| 16 | LLY | Eli Lilly & Co | +0.1% | — | Unchanged |
| 17 | VOO | Vanguard S&p 500 ETF | +0.1% | +56.47% | Add |
| 18 | TKR | Timken Co | +0.1% | -1.24% | Trim |
| 19 | SLB | Slb LTD | +0.1% | +3.07% | Add |
| 20 | AMTM | Amentum Holdings Inc | +0.1% | -0.54% | Trim |
| 21 | XOM | Exxon Mobil CORP | +0.1% | -0.61% | Trim |
| 22 | PRU | Prudential Financial Inc | +0.1% | +0.41% | Add |
| 23 | AMZN | Amazon.com Inc | 0% | -0.03% | Trim |
| 24 | WAB | Wabtec CORP | 0% | -0.33% | Trim |
| 25 | AXP | American Express Co | 0% | — | Unchanged |
| 26 | PH | Parker Hannifin CORP | 0% | — | Unchanged |
| 27 | FTV | Fortive CORP | 0% | -1.55% | Trim |
| 28 | QCOM | Qualcomm Inc | 0% | -0.15% | Trim |
| 29 | AVGO | Broadcom Inc | 0% | — | Unchanged |
| 30 | KO | Coca-cola Co/the | 0% | -1.19% | Trim |
| 31 | VEA | Vanguard Ftse Developed ETF | 0% | — | Unchanged |
| 32 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 33 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 34 | CHRW | C.h. Robinson Worldwide Inc | 0% | — | Unchanged |
| 35 | ORI | Old Republic Intl CORP | 0% | — | Unchanged |
| 36 | GLW | Corning Inc | 0% | — | Unchanged |
| 37 | TEL | TE Connectivity plc | 0% | -0.85% | Trim |
| 38 | VTV | Vanguard Value ETF | 0% | +1.15% | Add |
| 39 | CVNA | Carvana Co | 0% | — | Unchanged |
| 40 | ADI | Analog Devices Inc | 0% | -1.13% | Trim |
| 41 | WFC | Wells Fargo & Co | 0% | -6.00% | Trim |
| 42 | PFG | Principal Financial Group | 0% | — | Unchanged |
| 43 | JPM | Jpmorgan Chase & Co | — | -0.11% | Trim |
| 44 | PEP | Pepsico Inc | — | — | Unchanged |
| 45 | SCHG | Schwab US Large-cap Growth | — | -0.10% | Trim |
| 46 | VUG | Vanguard Growth ETF | — | — | Unchanged |
| 47 | IVV | Ishares Core S&p 500 ETF | — | — | Unchanged |
| 48 | EFA | Ishares Msci Eafe ETF | — | — | Unchanged |
| 49 | VB | Vanguard Small-cap ETF | — | — | Unchanged |
| 50 | SPGI | S&p Global Inc | — | -1.48% | Trim |
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 111 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 21.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
VGT
市值: $1.8M
Top Position Liquidated / Trimmed
GIS
前期市值: $1.6M
During Q4 2025, Security National Bank Of So Dak's top holdings by market value included AAPL (5.9%)、MSFT (5.0%)、GOOGL (4.8%). The largest single position, AAPL, represented 5.9% of total portfolio value.
In Q4 2025, Security National Bank Of So Dak made 78 total portfolio adjustments, initiating 6 new buys, adding to 16 positions, trimming 52 holdings, and fully liquidating 4 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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